Before You Begin
Make sure you have set up these things:
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Locations and location groups. (For instructions, see “Library Locations” in the “General Setup” chapter of the System Administration Guide.) |
In the location view for each location, do any or all of these options:
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Mark one of the options in the Default Hold Notice Type field (mail, phone, or deliver) to determine how you will notify borrowers of holds. |
Note: Do not select the SMS Text Messaging option. This is for SirsiDynix internal use. Selecting this option will not have the anticipated effect and may default to an undesired default hold notice type.
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If you want to let borrowers make their own requests when they search for an item in your PAC, mark the Allow PAC Hold Requests box. |
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Mark the Hold Shelf Expiry includes Closed days box if you want the hold shelf period to add an extra day to the hold expiration date for every closed day within the hold period. Clear the box if you want the expiration date to only use the hold period in the calculation. |
Regardless of the selection for this box, the hold expiration date is always moved to the next closest open day of the library if the calculation happens to put the expiration date on a closed day.
In the btype view, enter information in the Request Period (days) field to determine how long a request remains in the queue before Horizon deletes the request.
You may also want to define a maximum number of requests for the BTYPE.
To set up hold requests
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Set up the Hold Shelf Period (Hold Period) circulation privilege and any exceptions to that default. |
The hold shelf period determines how long an item should remain on hold but not picked up before Horizon Day End cancels the hold. (For instructions, see Setting Up or Editing a Circulation Privilege.)
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Set up these circulation parameters and any exceptions: |
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Length of hold queue before loan period override applies (parameter 39). This specifies the total number of requests that can be made for an item before Horizon applies a shorter loan period to each checkout of that item. (For instructions, see Setting Up Loan Overrides for Long Request Queues.) |
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Loan period override for long request queues (parameter 40). This specifies the loan period you want Horizon to assign when the number of requests for an item exceeds the limit you set. (For instructions, see Setting Up Loan Overrides for Long Request Queues.) |
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If you want to notify borrowers when a request is deleted, mark the Notify Borrower of Request Delete box in the matham view. |
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If you want to fill an open hold request with the first available item that is checked in at the selected pickup location, enable the transit holds override. (For instructions, see Enabling the Transit Holds Override.) |
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