Basic Holds

To request a hold on a title in the catalog:

1. Search the catalog for the title you want to reserve.
2. Click on the Reserve icon at the bottom of the screen. The Unprocessed hold requests screen appears. This screen displays any open holds for the item.
3. Click Place hold request at the bottom of the screen. The Search customer screen opens.
4. Search for the customer requesting the item.
5. Select the correct customer and click OK. Depending on the status and location of the item, a confirmation screen may appear. Click OK or Yes, depending on the message, to proceed with the request.
6. The Hold request screen opens with the customer information populated on the screen.
7. (Optional) To change customer contact information, click Change at the bottom of the screen.
8. (Optional) Customize hold details. The fields in the table below can be edited. To view descriptions of all fields, see Hold request information. 

   Field	Description
   Start date	The start date can be changed to a later date if the customer needs the item at a specific time. There is no guarantee that the request will be ready around the desired date.
   Expiration date	A hold request can be canceled if it is not filled by a specific date. Once the expiration date has passed, the hold request is stopped if the item is checked in after that date and the request status is updated to Z - Processed/closed with the archive reason 4 - Open too long.
   Status	Manually change the request status.
   Priority	The priority of the request can be changed by selecting a different priority (0 to 9). The lower the number, the higher the priority. If there are hold requests with the same priority, the request with the oldest date is processed first.
   Hold condition	A hold condition is used to indicate when the hold will be processed in relation to other items on hold/checked out. Example: A customer wants to receive volume 1 and 2 in a series. They might request both items for hold with the condition that volume 2 is not processed until volume 1 is past status A - Active/processing.
   Delivery process	If your library is using Delivery processes, select the process to be used for this request.
   Costs	Select Yes if costs are associated with the loan beyond standard costs for hold requests established by your institution.
   Item	To select a specific copy of the title, click on the drop-down arrow and select from the list.
   Placed at	The location where the hold request was placed, used to determine the best provider library to fill the request.
   Pick up/Deliver	The pickup or delivery location for the customer.
   Comment on receipt	Optional comment about the hold request.
   Notification	Optional notification to the customer about the hold request.

9. Click OK to save the request. A confirmation message appears displaying the hold request number.
10. Click OK. The request is submitted.

Hold requests can be placed and viewed from in Customer administration.

To view the current and past requests and create new requests from a customer account:

1. Search for the customer for whom you want to view or create hold requests.
2. In the Customer administration screen, go to Customer > ILL/Hold Requests. A list of the customer's active hold requests displays.
3. To place a new request, click Place hold request at the bottom of the screen. A catalog screen opens.
4. Choose the item to request and click Select in the bottom corner of the screen.
5. The Hold request screen opens with the customer information populated on the screen.
6. (Optional) To change customer contact information, click Change at the bottom of the screen.
7. (Optional) Customize hold details. The fields in the table below can be edited. To view descriptions of all fields, see Hold request information. 

   Field	Description
   Start date	The start date can be changed to a later date if the customer needs the item at a specific time. There is no guarantee that the request will be ready around the desired date.
   Expiration date	A hold request can be canceled if it is not filled by a specific date. Once the expiration date has passed, the hold request is stopped if the item is checked in after that date and the request status is updated to Z - Processed/closed with the archive reason 4 - Open too long.
   Status	Manually change the request status.
   Priority	You can change the priority of the request by selecting a different priority (0 to 9). The lower the number, the higher the priority. If there are hold requests  with the same priority, the request with the oldest date is processed first.
   Hold condition	A hold condition is used to indicate when the hold will be processed in relation to other items on hold/checked out. Example: A customer wants to receive volume 1 and 2 in a series. They might request both items for hold with the condition that volume 2 is not processed until volume 1 is past status A - Active/processing.
   Delivery process	If your library is using Delivery processes, select the process to be used for this request.
   Costs	Select Yes if costs are associated with the loan beyond standard costs for hold requests established by your institution.
   Item	To select a specific copy of the title, click on the drop-down arrow and select from the list.
   Placed at	The location where the hold request was placed, used to determine the best provider library to fill the request.
   Pick up/Deliver	The pickup or delivery location for the customer.
   Comment on receipt	Optional comment about the hold request.
   Notification	Optional notification to the customer about the hold request.

8. Click OK to save the request. A confirmation message appears displaying the hold request number.
9. Click OK. The request is submitted.

The hold request icon allows you to place titles on the clipboard on hold.

To add items to your clipboard to create a group hold request:

1. Search the catalog for the item you want to request.
2. Click the clipboard icon () at the bottom of the catalog screen. The title is added to the clipboard.
3. Repeat steps 1-2 to add more titles to the clipboard.
4. Once all of the titles you want to reserve are added, click on the clipboard button at the top of the screen to go to the clipboard.
    
5. Use ctrl+a to select all of the titles on the list, or ctrl+click to select specific titles to be reserved.
6. Right-click on those titles and select Reserve. The customer search screen opens.
7. Search for the customer placing the request. Once you select the customer, a Reserve screen appears.
8. Select:
   • as a group to reserve all of the titles as a set. As soon as one of the items from the set is supplied, the other hold requests from the set are removed from the system and a group number is assigned to all of the items as a single group. The group number can be found in the Hold request overview in the customer's account and on the hold request details screen. 
   • every title separately to create an individual request for each requested title. These holds are processed normally. To set up a hold sequence for the requested titles, update the Hold condition in the hold details.
9. Click OK. The requests are created.