by Fay Youngmark, Penn State Harrisburg Library

Access Services Training Bulletin #22 Processing the daily Clean Hold Shelf List Reports has been revised. It is now recommended that staff use the Discharging wizard to process materials that appear on these reports. In addition to the new procedure, this training bulletin also includes guidelines on what to do if users ask us to hold their items longer; what to do if you cannot find items on the reports; and best practice ideas for managing materials on your location’s hold shelves.

The Clean Holds Shelf List reports are used to manage materials on holds shelves at all library locations. They run Monday-Friday and are emailed to library staff. The Clean Holds Shelf List reports are not comprehensive. Items only appear once so it important to process materials promptly.

Important: Materials listed on the Clean Hold Shelf List reports have available holds automatically removed and current locations changed to match the materials’ home locations. To prevent staff from searching for and marking as ‘missing,’ materials that may be on holds shelves at other locations, it is important to process materials listed on the Clean Holds Shelf List reports daily.

Access Services Training Bulletins are located on the Intranet at https://staff.libraries.psu.edu/access-services-council/access-services-training-bulletins.

If you have any other ideas for training documentation, please contact the Circ-Reserves Expert Team at https://staff.libraries.psu.edu/ask-circ-expert-team.