At the upper right corner of the search result screen, click Holds.
On the Holds screen, click Hold Request. The Create New Hold Request window shows the title of the item and a default Pickup location.
From the Create New Hold Request window, change the settings as needed.
Pickup Branch – If the patron prefers a different location, select the preferred library from the list.
Pickup Location – Additional Pickup Locations appear if they are configured for the selected Pickup Branch in the Branch Locations section of the OCLC Service Configuration and are available as configured in the Hold Pickup Locations Map. Select a Pickup Location to specify a specific location within the branch to retrieve materials.
Hold – To set an expiration date, click the calendar button and select a date.
Suspend (Optional) – If the patron does not need the item between certain dates, specify the starting and ending dates using the calendar button.
Move patron to top of queue – Makes the patron the first person in the holds queue for the item.
Notes (optional) – Provide additional details about the patron’s request before and/or after the hold has been fulfilled.
Use the Public option for notes visible to the user. Patrons are able to view and update notes when signed in to WorldCat Discovery>My Account via Edit Request. See My Account.
For internal notes visible by library staff, use Staff. The staff hold note will display on the Pull List, Holds for Review report, in the patron’s hold queue, and when viewing or editing hold details. The staff note can also be added to the Pull List Entry receipt.
In the Patron box, scan or type the patron barcode. To search for a patron, click Find. The Search for Patron window appears with the patron listed in the Patron box. Click the patron name to select it.
Click Save Changes.
If patron cannot place holds:
If the patron does not have permission to place items on hold, an alert message appears. Depending on your account, you may have to enter an override. To place the hold, click Acknowledge. See Circulation Account roles, Overrides for more information.
If no holds accepted on the item:
If the item cannot be placed on hold, an alert message appears. Depending on your account, you may have to enter an override. To place the hold, click Acknowledge. See Circulation Account roles, Overrides for more information.
After creating a hold request, the item’s status and your next steps depend on whether the item is available:
If the item is available, it appears on the Pull List (in the Reports section of the Circulation module). The item’s status is In Queue. Note: Item-level holds appear on the Pull List of the branch that holds them.
If the item is unavailable (on loan or in transit), it cannot appear on the Pull List. Instead, when the item is checked in, its status changes to On Hold automatically.
If there are no items for a title or no items available in the specified fulfill from location, the title level hold request does not appear on the pull list. It will appear on the Open Holds report.
Please note that not all holds may appear on your pull list. Please see Pull list for more information.
