You can view a report of unfulfilled hold requests that need to be reviewed. The report contains live, current data so that you can better monitor your fulfillment services and, if needed, edit or delete holds immediately.
Holds will obtain In Review status and be added to the report according to your library's policy. See Holds To Review Policy for configuration details.
Holds will no longer be in review if they are deleted, expire, or if a fulfilling item is in transit to the pickup location or on the hold shelf.
Note: If your library is a member of a WorldShare Management Services (WMS) group and participates in group circulation, the Holds for Review report and its associated policies will apply to requests for your library's patrons.
To view the Holds for Review report:
Holds for review has two filters:
Note: The column display is not saved from session to session. Filters will return to the default setting the next time you sign in.
You can take an action on holds in the report, such as view more details, update the hold, or delete the hold. To take an action:
Note: The STUDENT_WORKER_RESTRICTED role does not have permission to edit or delete holds. Instead, the only option the student worker will see on the Actions menu is View. When clicked, that action opens the read-only View Existing Hold Request dialog box.
If a hold qualifies for review, you will see In Review in the Status column of both the patron and title hold queues.