Find information about the settle and restore options for hold requests.
Settle a hold request
Unprocessed hold requests can be manually updated using the Settle option on the Hold request screen. Settling allows you to cancel a hold and provide a reason for the cancelation.
To settle a hold request:
- Find the hold request you want to update via:
- Customer administration > Customer > Holds
- Holds > Show holds
- Catalog > Search for the title > Holds button (bell)
- Double-click on the request to open the Hold request screen.
- Go to Options > Settle. A Process hold request screen opens.
- Select a reason for settling the hold from the list:
| Code |
Status |
Description |
| 0 |
Not archived |
If the item is still being processed, it is not yet archived. This archive reason is automatically applied. |
| 1 |
Copy delivered |
The item was delivered to the pick-up location. This archive reason is automatically applied upon delivery. |
| 4 |
Open too long |
The request was not fulfilled before the number of days configured in the Term for ending hold request field within the Policy material (RMT) table. This archive reason is automatically applied. |
| 5 |
Customer removed |
The borrowing customer is no longer in the system. This archive reason is automatically applied. |
| 6 |
Title / copy removed |
The last available title or item requested was deleted. This archive reason must be manually applied. |
| 7 |
Due date exceeded |
The specified due date has passed. This archive reason is automatically applied after the date is exceeded. |
| 8 |
Not picked up |
The item was not picked up by the customer. This archive reason is automatically applied. |
| 9 |
Delete hold |
The request was manually deleted by staff. This archive reason is automatically applied when a request is canceled via the customer's hold list. |
| A |
(XRA) Hold request for archive |
Not currently in use. |
| E |
Canceled by lender (ILL) |
The request was canceled by the ILL lender. |
| I |
Canceled via OPAC |
The request was canceled by the customer via My Account. This archive reason must be manually applied. |
| K |
Supplied by other (ILL) |
The request was supplied by another library via ILL. |
| N |
Out of stock (ILL) |
The item was out of stock via ILL. |
| P |
On shelf, canceled by customer |
The request was canceled by the customer. This archive reason must be manually applied. |
| W |
Delivery refused (ILL) |
The delivery of the item via ILL was refused. |
- Click OK. The hold request is settled. The hold is removed from the customer’s active hold requests, but can be viewed in holds history.
Restore a hold
Holds can be settled manually, as described above, and automatically by Wise based on policies and jobs run in the system. Settled holds can be restored to Active status and the customer retains their original place in the holds queue.
To restore a hold:
- Find the hold request you want to update via Customer administration > Customer > Holds.
- Select History at the bottom of the screen to view inactive holds.
- Double-click on the request to open the Hold request screen.
- Go to Options > Settle. A confirmation message appears, “Re-open processed hold request?”
- Click Yes. The hold is reopened in Active status.
