Holds: Picklist

To open the holds Picklist, select Utilities > Picklist Processing.

When you open the Picklist workform, the Pending requests are listed for the branch you selected when you logged into Leap. To view holds with other statuses, select another tab. The totals are displayed for each view for the selected branch, and these totals are updated as the hold requests change statuses.

To perform an action on hold requests in the Picklist, select the checkbox to the left of each hold request you want to change and select the action button. When a hold request is selected, the applicable action buttons are activated. To select all the requests, select the checkbox in the column header.

We do not use the Located button or the Deny button in the Shared System. Located makes sense in a larger library with lots of employees. Instead of denying a hold, check it out to a person in your library who needs the item in question. Otherwise,

If you can’t find the item, please click the Missing action button. The item status will change to Missing so it will not appear on your list again until it has been checked in or out. To set an item to Missing, the item’s assigned branch must be the same as the branch to which you are logged in.

To sort or filter the Picklist

To sort, select a column header.
To filter, start typing in the Filter requests box. For example, start typing the call number to locate all items in the same library location.
Select a hold request and select Properties to open the Properties dialog. The Hold Properties dialog displays the following information on the Hold Request, Item, and About tabbed views:

Hold Request view:

Hold Status

Status Date

Activation Date

Expiration Date

Patron – The patron name is a link to the patron record.

Registered At

Pickup Branch

Item View

Title

Barcode – The barcode is a link to the item record.

Assigned Branch

Material Type

Routing Sequence

About View

The Picklist has the following views:

Pending – Select the Pending tab to list the hold requests with a Pending status for the selected branch.

Located – This is not used by Shared System or IndyPL. It makes sense in a larger library with lots of employees.

Unclaimed – Select the Unclaimed tab to list the holds with an Unclaimed status for the selected branch.

Unclaimed ILL – not in use

Holds to Transfer – Select the Holds to Transfer tab to list the held items that need to be transferred to a changed pickup branch.

(Optional) Cancelled – Select the Cancelled tab to list the holds with a canceled status for the selected branch.

Once all items from the Picklist have been gathered, check them in. If they are being placed in transit to another location, drop them in your blue tote. The sorter at LSC will know where they go. You may be alerted that the patron who placed an item on hold is in your library. Lucky them, they won’t have to wait long!