This is a work around for customers who would like to cancel their hold, but the status in Polaris says that it's been "Shipped", meaning it's in transit.
1. Go to Circulation, select Patron Status.
2. Do a search for the patron, you can search by name or barcode.
3. Once you've located the patron, go to their Requests (look for the hand holding the book icon on the left). This should give you a list of their holds, along with the status of each hold. The status says it's "Shipped".
4. Highlight the title that you would like to change, then right click, select links, select item record. This will open the Item Record for that hold.
5. In the middle of the form, you'll see the circ. status and it should say "Hold in Transit". If it doesn't it's the wrong record.
6. Up at the top of the form, you'll see Barcode, highlight the barcode, right click and select copy.
7. Now go to Circulation, select Checkout.
8. In Checkout, check the item out to our Hold Shelf, click in the item barcode field and right click and select paste, to paste in the barcode that you copied from the Item Record screen.
9. Once you do, you'll get a message saying: This item cannot be checked out. It is being held for...Do you want to override the hold and continue with check out? Click on YES.
10. Then you'll get a message saying: Do you want to reactivate the hold request for...: Click on NO.
11. Once the item arrives here it will get checked in.
Any questions about this, ask Erin.
Wednesday, January 6, 2010
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