Hold List Procedures
Pulling the Hold List
- Pull the hold list by going into Polaris circulation > Utilities > Reports and Notices > Circulation > Holds > Hold Requests to Fill. This menu may take a while to come up the first time. When the menu screen appears, select Red Oak Public Library – ROPL on the parameters tab and on the Sorting Options Tab select your preferred sorting options and click ‘submit’. Print out the .pdf generated and you have your holds list for the day
- Using the list, find as many of the items as you can. Put checkmarks next to the items you found. If you are not able to find items, put ‘could not find’ next to the item along with the date and your initials. If you do not have time to look for the whole list, attach a post-it to the page explaining that it is unfinished and give it to the next staff member who is working so they can continue the search for that day.
- Any items you do find should be checked into Polaris and a hold slip printed out. Tape the Hold slip over the spine of the book so the patron’s name is showing, and highlight the patron’s name with a marker. Then place these items on the hold shelf next to the circulation desk.
- At the end of the day, place the completed hold list on the director’s desk so she can mark missing any items that we have not been able to find for at least 3 days.
Placing a Hold
Holds on specific items can be placed by patrons or by staff. Patrons may use the catalog to place their own holds. If an item is checked in, we try to pull the hold within 24 hours, but are not always able to do so.
Holds can also be placed on items in Polaris. There are many ways to do this, so if you are unsure how to do it, ask your supervisor or consult the Polaris help manuals.
Holds can sit on the hold shelf for 3 days. After that time, they should be pulled off the hold shelf by staff and checked in to go to the next person on the hold list, or to be returned to the shelves.