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Home → Holds Management in Evergreen → Placing Holds → Placing Holds from the OPAC

3.6. Placing Holds from the OPAC

Last Updated 03/27/2026


Placing Holds from the OPAC


On This Page

Patrons can place holds in the OPAC for titles and metarecords. Title level holds can be placed individually, from a basket, or from lists. For individual holds, patrons log in, search for titles, and click "Place Hold." For baskets, multiple titles can be selected before placing holds. Lists can be accessed via the "My Lists" link. Metarecord holds can be placed through grouped searches or advanced options, allowing patrons to select specific formats or languages. However, selecting multiple formats does not guarantee all will be held; only one will be accepted. Extra information such as pickup location may be added before submission.


Patrons may place holds while logged into the OPAC. Hold types available for this function are Title and Metarecord.

Placing Title Level Holds in the OPAC

Patrons may place title level holds one at a time, via lists, or baskets.

Placing Title Holds One at a Time

  1. Log into the OPAC using the patron barcode and PIN.
  2. Conduct a search for the target titles as normal.
  3. Click the Place Hold link beside the title on the search results list, or click the Place Hold link on the title summary screen.
  4. This will open the Place Hold interface in the OPAC.
  5. Make any changes to pickuplibrary or ctanct information.
  6. Click Submit.

Placing Title Holds from a Basket

  1. Conduct a search in the catalog.
  2. Select any title by checking the boxes next to the result line.
  3. Continue reviewing results, or conduct another search.
  4. Once all titles have been selected, open the Basket Actions menu at the top of the page.
  5. Select Place Holds and click Go.
  6. Login.
  7. Click the Submit button.
  8. Holds will be placed on all the selected titles from the basket, unless there is a cause to block the hold.

Placing Title Holds from Lists

  1. Navigate to your lists from the My Lists link at the top of the OPAC.
  2. Open the list from which you want to place the hold.
  3. Select any of the titles from the list to place holds on.
  4. Choose Place Hold from the Actions menu.

Placing Metarecord Holds from the OPAC

Patrons may place a Metarecord Hold through two easily accessible but distince paths in the OPAC:

From a Grouped Search

  1. When conducting a search in the OPAC, check the box to Group Formats and Editions.
  2. Titles with multiple formats will include all relevant format icons.
  3. Click the Place Hold link from the grouped catalog record.
  4. Users who are not logged into their accounts will be directed to the Log in to Your Account screen, where they will enter their username and password. Users who are already logged into their accounts will be directed to the Place Hold screen.
  5. Within the Place Hold screen, select the specific formats the patron wishes to place a hold on.
  6. Some materials may also allow users to select specific languages they are willing to accept.
  7. Continue to enter any additional hold information (such as Pickup Location), if needed.
  8. Click Submit.

Note: Selecting multiple formats will not place all of these formats on hold for the user. For example, a user cannot select CD Audiobook and Book and expect to place both the CD and book on hold at the same time. Instead, the user is implying that either the CD format or the book format is the acceptable format to fill the hold. If no format is selected, then any of the available formats may be used to fill the hold. The same holds true for selecting multiple languages.

From the Advanced Hold Options

When users place a hold on an individual bibliographic record they will see an Advanced Hold Options link within the Place Hold screen. Clicking the Advanced Hold Options link will take the users into the metarecord level hold feature, enabling them to select multiple formats and/or languages.

The Advanced Hold Options link appears beneath the title in the Place Hold screen.

Knowledge Tags
holds  /  metarecord hold  /  OPAC  / 

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