Minimizing Transit Holds

You can set up Horizon so that it tries to minimize the number of transit holds. The Request Pull List window displays the message “Using Location Priority” in the header when you turn on this feature.

When a borrower requests an item at your location and the item becomes available, Horizon adds the request to the Request Pull List. This report lists items that staff should gather to fill borrower hold requests. When multiple borrowers request the same available item, by default Horizon chooses which request to fill by sorting first on any priority order you define. (For instructions, see Prioritizing Hold Requests .) If several requests for the same item have the same priority, Horizon chooses the oldest request (the request made first). The Request Pull List displays the item and the borrower to whom the requested item should go.

After you set Horizon to try to minimize transit holds, Horizon matches borrower requests to the owned items of the borrower’s chosen pickup location before considering sending an item to another location. Then Horizon sorts requests by the defined priority order, and finally by the order in which borrowers made the requests.

To minimize transit holds

1 Open the matham view in the Table Editor.
2 Display these fields:

3 Mark the Pull List Uses Location Priority field.
4 Save your changes.

 


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