Hold Reason Wizard

Configuration and Policies > Circulation Configuration Wizards > Hold Reason Wizard

Hold Reason Wizard

When a hold is created in SirsiDynix Symphony, the hold status is set to ACTIVE. When a hold is cancelled, filled, or expired, the status is set to INACTIVE, which disables the hold from any circulation operations, but allows SirsiDynix Symphony to keep track of the hold and its condition before it was made inactive. Inactive holds do not appear in the workstation or the e-Library, but can be viewed through reports, particularly the Clean Holds Shelf and Expire Holds Onshelf reports, which generate lists of items that need to be cleared from the hold shelf because their holds have expired or no longer exist. The INACTIVE status is linked to a Hold Reason policy which defines what type of inactive reason it is. The following Hold Reason policies are delivered.

Policy Name	Description
BL_NONEED	Not required for blanket hold
CANCELLED	Hold was cancelled
EXPIRED	Hold has expired
EXP_ONSHLF	Hold cancelled according to Library policy setting for onshelf holds
FILLED	Hold was filled
ORD_CANCEL	Cancelled when order was cancelled
ORD_MODIFY	Cancelled when order was modified
RSV_CANCEL	Cancelled when item was placed on reserve

From the List Policies window, you can create, display, modify, copy, or remove a Hold Reason policy. Click Close to exit the wizard.

The delivered Hold Reason policies should not be renamed or removed. At this time, it is not necessary to create new Hold Reason policies since the system uses only the standard delivered policies.

Attributes

The Hold Reason wizard displays the following attributes.

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Name

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Description

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Hold Reason Type

Name

The Name attribute uniquely identifies each Hold Reason policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Hold Reason Type

This attribute defines what type of inactive hold reason this policy is. The type is set automatically depending on how the hold was made inactive. The delivered values are: FILLED, CANCELLED, CAN_ORDER, CAN_MODIFY EXPIRED, EXP_ONSHLF, RSV_CANCEL, and BL_NONEED.