Expiration dates associated with holds

Modified on Wed, 28 Oct 2020 at 10:45 AM

There are two expiration dates associated with holds:
1. The Hold Expiration date is the date when an unfilled hold is eligible to be expired.
2. The Available Hold Expiration date is the date when a hold with a trapped item is eligible to be expired.
In the Library policy, on the Circulation tab, there are two attributes that relate to these expiration dates:
1. Days for holds to expire.
2. Days for avail holds to expire.
Expiring holds workflow:
1. When a hold is placed, the station operator can specify an expiration date for the hold. If the station operator does not specify an expiration date for the hold, then the hold expiration date defaults to the current date plus the number of "Days for holds to expire" from the station operator's library policy.
2. When an item is trapped to fill a hold the current date plus the number of "Days for avail holds to expire" will be the Available Hold Expiration date.
3. When a hold reaches its expiration date or an available hold reaches its available expiration date, it becomes eligible to be expired. The hold is not expired automatically. It takes a report to actually expire a hold.
  1. The Expire Holds report selects active holds for which the Hold Expiration date has passed, and sets those holds to inactive with an inactive reason of EXPIRED.
  2. The Expire Available Holds report selects active, available holds for which the Available Hold Expiration date has passed, and sets those holds to inactive with an inactive reason of EXP_ONSHLF.
4. These two reports should be run consecutively followed by the Clean Holds Shelf report.
5. When an active hold is filled, canceled or expired by one of the Expire reports, it becomes an inactive hold. Inactive holds remain in the database until removed by running the Purge Inactive Holds report.