Place and manage holds in the web catalog
Customers must log in to the web catalog to place a hold on an item. After a customer logs in, the system checks to make sure the customer has permission to place holds. When a customer is logged in, they can view the number of items available and where those items are located. After a hold is placed, the customer can also see what position they are in the request list.
Hold requests can be managed by customers within the My holds section of My Account. Within My holds, customers can view the status of a hold request, cancel a request or change the pickup location of a hold request.
Place a hold in the web catalog
To place a hold in the web catalog:
- Log in to the web catalog.
- Search the catalog for the item to be held.
Note: If an item is not available for holds, the hold button will say Holds not allowed.
- Click the Place a hold button. The Hold screen opens.
Note: If the customer has not logged in, a message will prompt login.
- Select a Pickup location from the drop-down list.
- Click Place a hold to confirm the request. The screen updates with a confirmation message and shows where your request is in line.
- Click Close to close the request window.
If configured for your library, a confirmation message will be sent to the customer to confirm that the title was reserved. This message includes the title, author, and pick up location.
Watch a video
Place and Manage Holds in the OPAC (4:07)
This video will show how to place and manage holds in the OPAC.
Cancel a hold in the web catalog
To allow customers to cancel holds in the web catalog, the system option LANRSVP must be turned on. A customer can cancel a hold in the web catalog, as long as the hold still has status A - Available and is not being handled by the library.
To cancel a request:
- Log in to the web catalog.
- Go to My Account > My holds requests. The My holds request screen opens.
- Click Delete next to the request you wish to cancel. A confirmation message appears.
- Click Delete again to confirm. A confirmation message appears.
- Click Close to close the request window.
Pause a hold in the web catalog
To allow customers to pause holds in the web catalog, the system option PAUSHLD must be turned on. A customer can pause hold requests if they are unable to pick up the material for a period of time. By pausing their holds, customers can ensure that they will not lose their place in line if the requested materials become available before they can pick them up.
While a hold is paused, it will continue to advance in the holds queue. However, the hold will not be filled until the hold is reactivated. If the paused hold is at the top of the queue, it will maintain its position, but other requests will continue to be filled.
To pause a hold:
- Log in to the web catalog.
- Go to My Account > My holds requests. The my holds requests screen opens.
- Select the active holds to pause. Note: only holds in Active status can be paused.
- Click the Pause button.
Resume a paused hold in the web catalog
- Log in to the web catalog.
- Go to My Account > My holds requests. The my holds requests screen opens.
- Click Edit next to the hold.
- Choose Show pause dates.
- If a hold is already paused, the resume date is displayed. To resume holds immediately, choose Resume hold > Save.
Change pick up location
To allow customers to edit holds in the web catalog, the system option LANRSVP must be turned on. If this system option is active, a customer can edit a hold in the web catalog, as long as the hold still has status A - Available and is not being handled by the library.
To change the pick up location:
- Log in to the web catalog.
- Go to My Account > My holds requests. The My holds request screen opens.
- Click Edit next to the request you wish to change. The Edit hold window opens.
- Select a new Pickup location from the drop-down list.
- Click Edit to save changes. A confirmation message appears.
- Click Close to close the request window.