This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.
To view and manage active item holds, select "Active Hold Shelf" from the Fulfillment menu.
The Active Hold Shelf Items screen will open. Actions you can take from this screen include:
Sorting the list of items on the hold shelf.
Click on the drop down arrow included in the "Sort by" field.
Select your preferred sort order from the menu.
Canceling hold requests
To cancel a hold, click on the "Cancel Request" button in the item listing.
The Confirm Request Cancellation pop-up will appear. Click the drop down arrow located in the "Cancellation reason" field.
Select the reason for cancellation from the drop down menu.
If appropriate, add a cancellation note or uncheck the "Notify user" box. Click the "Confirm" button.
Changing hold expiration dates
To change an expiration date, click on the the "Update Expiry" button in the item listing.
The Update Expiration Date screen will appear. Enter the new date into the "Expiration Date" field, or click on the calendar button to deploy the calendar drop down for your selection.
Click the "Save" button.
Marking a held item as missing.
To mark an item on the hold shelf as missing, click on the "More Actions" ellipsis.
Click on "Mark as Missing".
A Confirmation Message pop-up screen will appear. Click the "Confirm" button.