Place holds
Customers must be logged in to the OPAC to place holds. When logged in, the system checks if the customer is allowed to place holds and if there are any reservable copies.
Place a hold
To place a hold in the OPAC:
- Log in to the OPAC.
- Search for a title.
- Click Place a hold on the desired title.
- Select a Pickup location from the drop-down menu.
Note: The pickup locations available on the hold request screen are based on the library's pickup network where the customer is registered. If available, a service point can also be chosen.
- If desired, click Show start stop date to select the period in which the hold should be active.
- To set the active hold period, enter dates in the Start hold by and Expires if not filled by fields.
- To set the active hold period, enter dates in the Start hold by and Expires if not filled by fields.
- If desired, click Show pause hold dates to pause the hold.
- To set a pause, enter dates in the Pause hold from and Resume hold from fields.
- To set a pause, enter dates in the Pause hold from and Resume hold from fields.
- Click Place a hold to complete the hold request.
Default pickup location
If system option PPLOCAT: Enable patron preferred pickup location is enabled, customers can select and manage their preferred pickup location. If this system option is not enabled, the customer's home branch continues to function as the default pickup location.
This option is set at the system or LO level.
When enabled, customers in the OPAC can:
- Set a preferred location when placing a hold using the Save as preferred pickup location checkbox
- View and edit their preference in My Account > My account Details
- Have their preferred location automatically selected for future holds
Note: Customers can change their preferred location but cannot remove it completely. For more information on changing a preferred location, see View and change preferred pickup location for holds.
Once Save as preferred pickup location has been checked, the next time the customer places a hold their selected preferred pickup location will be the default pickup location. A new preferred location can be set by selecting a new one when placing a hold, or via My Account.
Fees
The holds screen shows the total hold cost (if applicable) , with an i-button under which all possible costs (placement costs, pick-up costs, etc.) are broken down.
Automatic debit of deposit for hold charges
When a customer has a sufficient deposit, when placing holds and renewing (provided there are charges configured for this), the amounts to be paid are automatically deducted. If not, the charges are recorded.
The customer is notified of the amount that has been used.
Place in queue
When the system option TOONPLT is active when a hold is placed, users will be able to see how many other reservations there are for this title. The queue can also be viewed after the reservation has been placed under My Account > My holds.
Multiple settings can affect a reservation's place in the queue.
Title does not allow holds
When a title in the title edit screen indicates that a title is not reservable, the Place hold button is not available in the new OPAC search results.
Hold confirmation
If a library uses the PVR (Notification that a hold has been placed) message type, the customer will receive confirmation of the titles that have just been placed on hold. The message includes the title, author and pickup location for the hold request.