Circulation/Public Services Training Kit

Holds Module

Objectives

When finished with this module, staff will know how to:

  • How to place both title-level and item-level holds

  • How to modify hold settings 

  • How to cancel and reactive holds 

  • How to create hold groups

  • How to place multiple holds at once

  • How to access and view the Holds Queue

To complete this module:

  1. Watch the related Two-Minute Tutorials​ (jump to section)

  2. Read through the documentation (jump to section)

  3. Perform the training Labs (jump to section)

  4. Take the unit quiz (jump to section)

 
Two-Minute Tutorials

Placing a Hold in Leap, Part 1

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Placing a Hold in Leap, Part 2

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Managing Holds in Leap

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Multiple Holds in Leap

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Grouping Holds in Leap

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Documentation

1. Placing Holds in Leap

Instructions for how to place title-level holds and item-level holds and how to modify settings when placing a hold. Also shows how to identify title-level vs item-level holds.

2. Cancelling Holds

Instructions on how to cancel a single hold and how to cancel multiple holds at once. 

3. Reactivating Holds

Instructions for how reactivate Cancelled, Unfillable, and Unable to Fill holds. 

4. Unclaimed Holds

Information on Unclaimed Holds, including reports and tools for helping to identify these holds.

5. Multiple Holds & Grouping Holds

Instructions on how to place multiple holds for the patron at once (both multiple holds on different titles and multiple holds on the same title) and how to create Hold Groups. 

6. Accessing and Viewing a Holds Queue

Shows several different ways staff can access a holds queue and tips on how to view the holds queue. 

7. Holds Resource Page

This page on the Learning Portal contains a variety of information about holds. For this module, staff should review the Holds Glossary, Holds Fulfillment, and Holds Utilities sections.

 
Labs

LAB 1: Placing Holds

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LAB 3: Placing Multiple Holds and Grouping Holds

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LAB 2: Modifying Holds

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Unit Quiz