Deleting stale hold shelf requests

Turn off the Request cancelled notification letter.

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.

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.

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.

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

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

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

1. Note that if you have requests that you were trying to cancel that were in transit to a hold shelf at the time, that the items will still be in transit to the hold shelf even though the patron request will have been cancelled. So you still need to send those items back to their home library. Depending on the information you have, you can use the Bulk scan-in app to scan them at their destination and send them back, or if you know they are already at their home library, you can scan them in at your home library.

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.”

Turn the “request cancelled” notification letter back on.