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Hold Slip

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Create this notification template to print a hold slip when an item is checked in and fulfills a hold request.

The Hold Slip is used when an item is checked in and fulfills an open hold request. Once configured, the Hold Slip can be printed directly from the Circulation UI using the Hold slip button on the Check in screen and the Print button (with Receipt set to Network printer) on the Pickup Location report. The Hold Slip cannot be enabled until the template is complete.

The Hold Slip is not available via email, only using Network Print and Point of sale (POS). The Hold Slip template configured under Next-Generation Notifications > Templates > Item management slips is for Network Print only. For the POS template, see Hold Slip (POS).

No notification scheduling is used for this template, and only a single template can be configured for this notification type per institution (one each for Network Printing and POS). 
 

 Caution: When a library enables a Next-Generation Notification, its corresponding legacy notification(s) will be disabled (if they had previously been enabled). For Group Aware libraries, OCLC recommends coordinating a single rollout window for Next-Generation Notifications across the consortium to avoid patrons experiencing mixed notification experiences when borrowing from multiple libraries.


Create the Hold Slip template

To access Item management templates, navigate to Service Config > WMS Circulation > Next-Generation Notifications > Templates > Item management slips.  
 

To create the template:

  1. From the Item management slips screen, select Hold Slip from the Create template drop-down.
  2. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
    • 50,000 character limit for each. 
    • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
    • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
  3. Click Save.
  4. Add Slip Details. 
    1. Choose how to format the block details.  Formatting type options include:
      • Simple List: Aligned list of data objects in the order specified by the template.
    2. Enter the desired Data fields to include in the template. 
      • Refer to Manage field labels for a description of the available fields.
      • Available data fields:
        • Author
        • Edition
        • Language of Material
        • Material Format
        • OCLC Number
        • Publication Year
        • Publisher
        • Title
        • Title (20)
        • External Request ID
        • Hold Pickup Location
        • Hold Shelf Expiration Date/Time
        • Send to Library Name
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
        • Patron Barcode
        • Patron Blocked Status
        • Patron Expiration Date
        • Patron Filing Name
        • Patron First Name
        • Patron Full Name
        • Patron Home Institution 
        • Patron Last Name
        • Patron Middle Name
        • Patron Name Prefix
        • Patron Name Suffix
        • Patron Primary City
        • Patron Primary Country
        • Patron Primary Email Address
        • Patron Postal Code
        • Patron Primary State or Province
        • Patron Primary Street Address 1
        • Patron Primary Street Address 2
        • Patron Primary Telephone Number
        • Patron Public Note(s)
        • Patron Type Message
        • Fulfillment Method
        • Hold Approval Status
        • Hold Preparation Status
        • Hold Staff Note
        • Item Last Seen Location
        • Proxy Indicator
        • Request Type Indicator
      • Drag the data fields up and down to change the order in which they appear. 
  5. Click Save.
     

Enable the Hold Slip template

Enable the template on the Enable notifications type screen.

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.