Difference between revisions of "Holds"
(Created page with "To create a hold in Sierra: #Pull up the patron record of the patron who wants to place the hold #Click on the "Holds" Tab on the left side of the patron record #Cli...") |
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− | To create a hold in Sierra: | + | |
+ | (NOTE: A booking and a hold are two different things in Sierra. Place a HOLD to have a book held for a specific patron. [https://mediawiki.middlebury.edu/LIS/Bookings Place a BOOKING ]on equipment for a specific patron for a specific time in the future.)To create a hold in Sierra: | ||
+ | |||
#Pull up the patron record of the patron who wants to place the hold | #Pull up the patron record of the patron who wants to place the hold | ||
#Click on the "Holds" Tab on the left side of the patron record | #Click on the "Holds" Tab on the left side of the patron record | ||
Line 9: | Line 11: | ||
#(OPTIONAL) Adjust dates as needed, or leave blank. Add a note if desired - note will print on hold slip. | #(OPTIONAL) Adjust dates as needed, or leave blank. Add a note if desired - note will print on hold slip. | ||
#Check in item to generate hold and print hold slip | #Check in item to generate hold and print hold slip | ||
− | #Place item on hold shelf | + | #Place item on hold shelf |
[[Category:Circulation procedures]] | [[Category:Circulation procedures]] |
Latest revision as of 14:47, 23 May 2019
(NOTE: A booking and a hold are two different things in Sierra. Place a HOLD to have a book held for a specific patron. Place a BOOKING on equipment for a specific patron for a specific time in the future.)To create a hold in Sierra:
- Pull up the patron record of the patron who wants to place the hold
- Click on the "Holds" Tab on the left side of the patron record
- Click "Add holds" (mid-right of the screen)
- Search for the item you want to hold by title, call number, or barcode
- Click "Hold selected item" button above the item record
- Select "place hold; do not print paging slip" (unless it is summer when paging slips are being printed daily, AND you don't already have the item in hand, in which case, select "place hold; print paging slip")
- Select pickup location (where the patron wants to pickup the book)
- (OPTIONAL) Adjust dates as needed, or leave blank. Add a note if desired - note will print on hold slip.
- Check in item to generate hold and print hold slip
- Place item on hold shelf
- This page was last edited on 23 May 2019, at 14:47.
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