Click - “Internet Native Banner”

Log in

Type - SOAHOLD

Click on Drop Down Arrow

Click “Person Search”

Type Patron Info

Type in last name and first name to pull up patron record or SSS# in the ID field

The % sign is a wild Card.

EXAMPLE: Jul% would pull up julie, julia, juliet….

NOTICE the Dummy Bar

F8 = Enter

Highlight Patron record

In the ID box numbers that begin with the letter C will replace the SS# as the ID number. LGCY

means the student had a record in SIS

Shift + F3 or Click

Place a Library Hold on a patron Record

Click on the drop down menu

If the cursor is not in the hold type field, press Control + “Page Down” to move bellow yellow bar.

Select AR Accounts Receivable

Type LIB …. In Reason field

NEVER!!! Check Release BOX

If the Release Indicator box is checked, then ONLY you can release the hold.

Type in Amount

DO NOT put the $ sign!

Click on the Drop Down Menu

Select “H5LB Lawrence Library”

Click Save Icon or F10

Notice the Dummy Bar

Click X to Return Home

Home

To Return to Previous patron Record

Type SOAHOLD press enter

Click in Amount Field

Remove Hold

To Remove a hold you simply change the “from” field to today’s date.

The hold will immediately be removed. However it will be viewable as a previous hold.

Click Calendar in the To Field

Click “Today” on the Calendar

Click “OK”

Click Save icon or F10

Delete A Hold

ONLY delete a hold if it was a staff error!!

Click Record in the toolbar

From the tool bar click on Record then scroll down to Remove

ONLY delete a hold if it was a staff error!!

Click Remove

From the tool bar click on Record then scroll down to Remove

ONLY delete a hold if it was a staff error!!

Click Save Icon or F10

ROLLBACK

Rollback returns you to a blank patron screen. This is useful if you have multiple holds to enter.

Click Arrow

Rollback returns you to a blank patron screen. This is useful if you have multiple holds to enter.