Holds Pick List

Another How-to Video for you all about the Holds Pick List.

How To Mange the Holds Pick List (shockwave)

Managing Holds Presentation (pdf) (to be reloaded

The process in brief…

Printing and pulling the pick list:

  1. If you want to print out the pick list, open Internet Explorer (or your non-Prism Koha client application)
  2. Log into the Staff Client and Log In
  3. Verify the “SET” library is your home branch
  4. Go to the Circulation page
  5. Go to the Holds Pick List link
  6. Select your library from the drop down menu and Submit
  7. Print the list
  8. Take it to the stacks
  9. Pull the books
  10. Bring them back to the desk for processing

Processing the Holds you have Pulled:

  1. Open and Log into the Staff Client in FireFox (especially if you have a receipt printer, as it won’t work properly from IE or in your Prism Koha Client application)
  2. Activate the Check In tab or go to Circulation > Check in
  3. Scan the first item
  4. Read the dialog box to see if the hold is for a local patron or if it should be Transferred to another library
  5. Select a button: Confirm/Transfer Hold or Print Slip and Confirm
  6. Scan the next item and repeat until finished
  7. Put the items in a courier bag or a bin for transfer

NOTE: If you cannot locate an item from the pick list in your library, skip it.  If another library owns a copy, the hold will move on automatically.  If you own the ONLY copy of the item and you are sure the item is missing, mark it missing in the item record.

As a courtesy, you may want to contact the home library of the patron requesting the item so the librarian can try Agent ILL or another avenue to fill the request.

(Videos reactivated 1/14/10)

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