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You would be looking for an Item hold that is not on the holdselfholdshelf. You can also look for bibliographic records that also have item-level holds for this process as well. Click on Edit Item.

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When searching for holds that you want to batch update, you want to update the Holds placed between and Pickup date between information. If you leave those fields empty, you will get all your holds that match the boxes checked for Hold Status. Also, under the Hold Status click on the box for On HoldselfHoldshelf. Click on the View Outstanding Holds button.

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Click Update. The Change Pickup Dates dialog appears. It will display the number of items that will have their pickup date changed. Enter the New Pickup Date. Click the OK button.

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The Update button is available only if all of the following conditions are met

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  • To batch update holds, you must have the permission to Batch update holds. Contact Marmot if you need this permission.

  • All holds you have selected are eligible for updating. Only holds that are ready for pickup (that is, have an item status of "!" (ON HOLDSHELF)) can be updated.

  • The Pickup Date column appears in the report instead of the Date Placed column.

  • Enter a date in the New Pickup Date box. The date you enter must be in the future; you cannot enter a past date or today's date.

  • Click OK. Sierra displays the Change Pickup Dates Results dialog, which shows how many of the holds were updated (for example, "1 of 2 selected holds were updated").

Holds are not updated under the following conditions

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  • The hold in the report no longer exists (for example, because it was canceled after you generated the report).

  • The hold in the report no longer has a holdshelf status (for example, if the patron picked up the hold and checked out the item).

  • The PickUp By date is after the new pickup date.

  • The hold Not Needed After date is before the new pickup date (that is, it would expire before the new pickup date).

  • The hold's pickup location has changed since the report was generated.

Info

Note: if you want to change the column from Pickup Date back to Date Placed, just click on the Refresh icon. Clicking on the Close icon before or after you refresh will take you out of the search. When you get back in, the column will be changed back to Date Placed as well.

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Related Documentation

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