NExpress Shared Catalog

How to:

Managing the Holds Shelf

Overview -

• Using the Holds Awaiting Pickup Report, you can quickly see which holds have expired and need to be returned or moved on to the next hold.
• Using the ‘Cancel Hold’ buttons provided, you can remove the item from the patron’s account and initiate a transit of the item back Home or confirm and transfer the item to fill another hold.
• Note: This report still has some issues, the biggest being that you are not prompted to print a transfer slip.
  Other issues:
  Bug 3288 (Transit prompt not immediately triggered after hold is canceled) and
  Bug 3270 (Canceling a hold request after transfer initiated orphans item)

Steps (with illustrations below):

1. From Circulation, Open the “Holds Awaiting Pickup Report” (just under the Holds Pick List)
2. By default, the report is in reverse date order – newest holds at the top.
3. Click on the arrow buttons next to the “Available Since” heading to resort the report.
4. Now the oldest holds are at the top of the report. Many will say “Hold Over” – these have been on the Holds shelf for at least 7 days.
5. If the item and the patron who has the item on hold both belong to YOUR library, you will see the “Cancel Hold” button.
   • Clicking on Cancel Hold will remove the hold from the patron and check in the item.
   • You may double check this by checking in the item a 2nd time – it should say Available and Not checked out.
6. If the item is from a different library, you will see the “Cancel hold and return to: LIBRARY” button.
   • Clicking on this button with remove the hold from the patron and initiate a Transit from your library back to the home library IF there is not another hold on the item.
   • To double check this, using the Search the Catalog box, type in “barcode: XXXX” The status should say “In transit from Bonner Springs to Linwood” for example.
7. If the item is from a different library AND on hold for a different patron, you will still see the “Cancel hold and return to: LIBRARY” button.
   • However, when you click on this button, you will get a message saying, “Holds awaiting pickup for your library on: 08/21/09 Hold find for (The boyfriend) must be transferred – This hold placed by Patron at the library LIBRARY. Please transfer…” and SUBMIT QUERY
   • After you submit query, you will be returned to the Holds Awaiting Pickup Report
8. To print a transfer slip, check in the item and Confirm, transfer and print slip (as normal)

We’ve ordered Seasons 1-4 of Monk and Hiawatha has volunteered to catalog and house it…and eventually add Seasons 5-7 to the collection. Thank you Anne and Eric!

We also added Measuring your library’s worth: how to do a cost-benefit analysis for your public library in June, per the request of that new director up in Atchison.

We also have the entire West Wing series (all 7 seasons) sitting in the NEKLS professional library.  Would anyone want to store this in hopes that a patron might find it while browsing?  This would involve some re-cataloging.

-Sharon

Just wanted to let everyone know NEKLS has purchased the West Wing on DVD. Now, who wants to volunteer to catalog the 45 discs? Come on, summer reading is weeks days away!

What television series are you buying? What are your patrons asking for? Let’s use this list for NExpress collection development of television series. I have listed the titles that have been recently purchased by Bonner Springs Library, Lyndon Carnegie Library, and NEKLS. If you have purchased some, let me know and I will update the list or you can add your list by posting a comment. Also post what you are thinking of buying in response to your patrons requests, so we can coordinate future purchases.