Deleting stale hold shelf requests

Owned by Erin Nettifee
Last updated: Jul 31, 2024
1 min read

  1. Turn off the Request cancelled notification letter.

  2. From “Monitor Requests and Item Processes”, filter the list down to the requests you want to cancel. Alternatively, export the entire requests list to Excel and filter it down in Excel.

  3. If not already in Excel, export the results to Excel, and then copy the barcode column to a text file. Make sure line 1 in the text file is the word “Barcodes”, no quotes.

  4. Go to Admin > Manage Sets, create an itemized set, physical items from file. Upload the list of barcodes you made in Step 3 and create a set.

  5. Once the set is finished populating, verify it has the expected number of items.

  6. Go to Admin > Run a Job. Run “Cancel physical items requests” on the set you created in step 4.

  7. After the job finishes, review the report to resolve any errors.

  8. Review Fulfillment > Expired Hold Shelf for expired holds. Items may need to be moved in bulk through the transit process in order to get the item status to no longer be “Hold shelf.”

  9. Turn the “request cancelled” notification letter back on.