Order Hold Fill Wizard

Configuration and Policies > Circulation Configuration Wizards > Order Hold Fill Wizard

Order Hold Fill Wizard

WorkFlows uses the Order Hold Fill policy in conjunction with the List Onshelf Items with Holds report to determine the order of libraries from which items will be pulled to fill a hold. When the report runs, Demand Management will follow the current processes to identify items that could fill the hold based on permissions and prioritizations. Once the list of potential items have been identified, the report will check the Ordered Hold Fill policy to determine which library’s items are selected first to fill the hold. If an item is not found, the report will move to the next library in the list.

If the Honor Order of Libraries in Group for Holds option in the Library Group policy is configured, the List Onshelf Items with Holds report will consider the order of libraries within the group when pulling items to fill holds. If this option is not configured, the report will randomly select an item from any of the libraries in the group.

The ordered list may be composed of groups of libraries.

WorkFlows selects items from libraries listed in the Ordered Hold Fill policy based on the holds pickup library.

From the List Policies window, you can create, display, modify, copy, or remove the Order Hold Fill policies. Click Close to exit the wizard.

Attributes

The Order Hold Fill wizard displays the following attributes.

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Name

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Description

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Pickup Library

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Fill Order

Name

This attribute identifies a specific Order Hold Fill policy. This name is ten characters or less, and may not include spaces or punctuation, except dash (-) and underscore ( _ ). Do not use the pipe character ( | ) in this field.

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 and may contain spaces and punctuation. Do not use the pipe character ( | ) in this field.

Pickup Library

This attribute specifies the library where the item will be picked up. Select the appropriate library from the list.

Fill Order

Click the Policy List Gadget to select the library groups used in the policy. You may want to include libraries that are geographically close to the selected pickup library to help reduce transit time. The order of library groups is important. Use the UP and DOWN arrow buttons to rearrange this list as needed.