The SirsiDynix Symphony 4.0 Circulation Training Guide provides information on holds beginning on page 52. Follow steps 1-10 starting on page 53 when placing holds in WorkFlows.

Note: policy information is available at https://wyld.sirsi.net/map  

Key points to know about HOLDS:

• Holds may not be placed on items that do not circulate. The item must have the 'circulate' flag checked when it is cataloged.
• WYLD allows holds to be placed on materials that are available on the shelf.  
• The 'home-location' of the item must be holdable. See https://wyld.sirsi.net/map/Policies/LOCN.html for a list of all home locations.
• Item types are holdable unless an exception is created in the HOLD MAP. The HOLD MAP links the item library, the item type and the patron's user profile. It defines a hold permission and a hold priority.
• Library staff should review the Onshelf Items wizard throughout the day. This wizard is found in the Circulation/Holds group of wizards and replaces the emailed Holds on shelf list. The list of on shelf items is updated dynamically so it is advisable to check the wizard periodically.
• Holds placed on items in circulation will be triggered when an eligible item is discharged.

Hold Levels - Symphony has two hold levels: title and copy. Title level places a hold on all copies of the title whose call numbers' analytic portions (part, volume, or number) are the same, regardless of the base call numbers. When the call numbers' |z subfields (which store the part, volume, or number) differ, the Title hold has a volume-level holds capability.

Important: The |z subfield is created from the enumeration field in the item record. Because libraries sometimes use the enumeration field for other information such as copy numbers, notes, dates, etc., the records in Workflows and the online catalog often indicate that the item has volumes when it does not. This will create problems in placing Title level holds. Copies that might satisfy a hold will be seen as volumes since they have |z sub-fields in the call number. This a serious problem in the online catalog where patrons MUST select a volume to complete a hold request. Please contact the WYLD Office if your library needs to use the enumeration field for something other than part, volume or number.

Hold Range - Symphony places Title level holds across a range of item records. Range types include Library, Group, and System.  

Library applies the hold to item records in the item's library.

Group applies the hold to item records across all libraries contained in the Hold Libraries attribute in the Library policy. Hold Libraries Groups in WYLD contain all branches of library systems. E.g.: The Campbell County Public Library group includes the main library in Gillette and the Wright Branch Library.

Groups can be changed. For example, Campbell County might want to include the Gillette College Library. Contact the WYLD office to change your library's hold group policies. Patrons whose home library is included in a group may place a hold in WYLDcat on items belonging to all libraries in the group.

System applies the hold across the item records of all libraries in WYLD, regardless of any Hold Available Item Library in the Library policy or Hold Map. Workflows ALWAYS requires the staff member to enter an override password to place a System range hold

*The Override required to place title level, system range holds causes all circ and hold map rules to be ignored when the system looks for items to fill system range holds.

*reviewed May 2024