Expired/cancelled holds need to be moved along as quickly as possible because usually there is another patron waiting for the item. It is not fair to keep a hold longer for one of your patrons when someone else’s patron is waiting for that item.

Be aware that we have set up the Expire Holds report so that it gives at least one day’s grace anyway. 

Clean Holds Report:
Your library gets this report only on days there is something that needs to be pulled. It produces a list of holds that have expired after being available on the holds shelf for more than 8 days, or that have cancelled by the patron before the expiration date, and puts the item INTRANSIT to the next location.  These items need to be pulled from the hold shelf and scanned with Check Item Status to see what needs to be done with them.

The produced lists are NOT cumulative—each received list needs to be handled by the library.  Libraries need to check for lists on both their open and closed days.

If the user tries to check out the item after it has appeared on the clean-holds report, staff need to do an override.

Things which may appear strange, but are actually normal:

• The Current location is CHECKEDOUT.  This means the hold was cancelled by the patron, but he/she checked it out anyway before staff got to clearing the shelf.

• Items appear on the list before their expiration date.  This means the patron cancelled the hold.

Step-by-Step Instructions: Clean Holds 

Let Karla Smith know if there is anything else strange with your list. 

What to do when an item is on your Clean Holds List but not on your holds shelf
Please refer to the Tracking Missing Holds document.