Wednesday, September 15, 2010

Processing Mail Returned Notices

Printed notices are sometimes returned to the library because of an incorrect address.

If the returned mail includes a new address:

  • Update the customer's account as appropriate.
If the returned mail does not include a new address:
  • Place the ACR: Address Correction Request block on the account. This stops any future printed or email notices from being generated. Any unreturned items will go into Lost status 60 days after they were due and the customer’s account will be charged accordingly.
Note: Do not replace the address with any other information or copy the old address to the Notes/Comments field.

Do not change the BType to FMR (Fresno Mail Returned). The use of the FMR BType has been discontinued effective October 2010.

Wednesday, August 11, 2010

Find Out Location of "Hold Shelf" Item

Here's two ways to find out the location of an item with a status of "hold shelf". Neither is very convenient, but they work.

Method 1
  • F2 - Search for the item by title or barcode.
  • Click Show Copies
  • Click on the copy with the "hold shelf" status
  • Send it to Copy/Item List (F10)
  • Click Edit to open the item record, go down to where it says "Out to Borrower No."
  • Look up the borrower# in circ and find out where the item is being held from their Blocks screen.

Method 2 (more cumbersome if there's a lot of copies with Hold Shelf status)

  • F2 - Search for the item by title or barcode.
  • Go to Request - View Title Request List
  • Click on an item with "hold shelf" status
  • Click Borrower Requests
  • Look to see if that item matches the specific item barcode you're looking for.
  • If not, go to another "hold shelf" item in the list and check that one's Borrower Requests.

Tuesday, July 6, 2010

How Holds are Filled

Here's an overview of how items are selected to fill holds within Fresno County. Horizon has a series of "priorities" it uses to select an item to fill a hold with a Fresno County pickup location.

BTW...nothing in the borrower's registration record affects how a hold is filled - not location, btype or bstat. It's all based on 1. pickup location and 2. where hold was placed (whose catalog was used or what location Horizon was logged into to place the hold). Also see Dos and Don’ts of Changing the Hold Pickup Location

  • When a hold is placed with a Fresno pickup location, Horizon first checks to see if any Fresno items are available (checked in) to fill it.
  • If there is an available Fresno copy and there is more than one copy checked in, Horizon will select the copy that has been sitting on the shelf the longest.
  • If there are Fresno copies, all holds with a FCPL pick up location will be filled first before holds at other jurisdictions. That is how a Fresno customer can be #10 in the list and receive their copy before #1-#9 who have pick up locations outside of Fresno's jurisdiction.
  • Note: Horizon is not so finely tuned it can select the geographically closest item to the pickup location. So don't expect Horizon to look at only metro items to fill metro pickup locations first, then go further afield to the east and west side locations. That degree of fine tuning is not possible.
  • In some instances when everything else is equal, the time of day the pull list report is run can factor into which Fresno copy fills the hold.
  • Also, as soon as an item is returned and checked in, it may go to fill a hold regardless of who has it showing on their pull list at that moment. That is why you may check in an item from your pull list only to discover it is not needed any longer to fill a hold.
  • If there is no Fresno copy available, Horizon will look for an available copy at another jurisdiction to fill the Fresno hold.
  • There are some Fresno items that will only fill holds within Fresno County: video games (FVIN) and reference (FRE). These items are not available to fill holds outside Fresno County.
  • This link (https://www.sjvls.org/services/special_loan_rules) shows the loan policies by format for each SJVLS jurisdiction. This tells you what items are allowed to fill holds from one jurisdiction to another.
Similar priorities apply to every jurisdiction. Horizon will always look to see if there's a copy of the item in the same jurisdiction as the pick up location before looking further away.


rev. 2/2020

Tuesday, June 22, 2010

When Hold is Missing from the Hold Shelf

Sometimes, the customer's hold cannot be located anywhere in the branch - even though it shows it was checked into the hold shelf. If this is the case, follow these steps to reinstate the customer's hold in the queue so they receive the next available copy. 
  • Make sure the item has a status of "hold shelf" and is not misfiled and/or in the back room.

  • If you still cannot find it, then CKO the item to your branch’s library card account for problem items.*

  • Select Yes at “Do you want to check it out to: "your library's problem account"

  • Select Yes at “Renew this borrower’s request?”

  • The borrower will be reinserted back into the hold queue to receive the next available copy.**

  • Check in the item using Damaged Mode. This will prevent the missing item from filling any more holds.

  • Click Edit Item and change the status from "dmg" to "trace".
*Many branches have one or more library cards they use to handle problem items, phone holds, etc. If you do not have this type of card, create a new borrower as ‘BRANCH NAME’ PROBLEM BOOKS (i.e. FRESNO CIRCULATION PROBLEM BOOKS). Use day created for the birth date.

**If for some reason they fall to the bottom of the holds queue, contact the Jurisdiction System Administrator to request the customer's hold be reinsterted into the queue in the correct position. 


rev. 5/2015