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4.4. Hold Details

Last Updated 04/14/2026

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The Hold Detail screen provides five sections with essential information about a hold request. These include Request Date, Hold Type, Requested Pickup Library, and notification preferences. Once an item is captured, additional information appears, such as Current Shelf Lib, Capture Date, Current Item, Current Shelving Location, and Call Number. If a hold is cancelled, details like Cancel Cause, Canceling Staff, and Cancel Time are logged. Notes can be added to the hold, visible to the patron if desired, and included on hold slips. The Details page also contains information on previously targeted copies, including timestamps and reasons for re-targeting, with additional relevant notes as necessary.

Record Summary

At the top of the Hold Details screen is information about the bibliographic/title record.

• Title
• Author
• Edition (may not match the edition of the copy received)
• Pub Date (may not match the edition of the copy received)
• TCN
• Record Creator
• Last Editor
• Last Edited Date

Hold Details

The next section of the page includes details about the hold request.

Some details are set at the point the hold is first requested:

• Request Date: The timestamp reflecting when the request was submitted.
• Hold Type: Metarecord, Title, Copy, or Parts.
• Requested Pickup Library: The branch where the patrons wants to checkout the item. This may be changed after the request is made.
• Email/Phone/SMS Notify: A true or false value reflecting which notification methods the patron selected when placing the hold.

Some details are set only once an item has been captured to fulfill the hold:

• Current Shelf Lib: What library pulled the item, or where it was checked in before being put in transit.
• Capture Date: The timestamp reflecting when the item was checked or captured.
• Current Item: The barcode for the item captured to fulfill the hold. It will be hyperlinked to the item record.
• Current Shelving Location: The shelving location where the item is shelved at it's circulating library.
• Call Number: The call number applied to the item at it's owning library.

Some details are only set if the hold is cancelled:

• Cancel Cause: The cancel cause selected by staff when cancelling in the staff client. If cancelled by patron in the OPAC, the cancel cause will reflect "Patron via OPAC."
• Canceling Staff: The user name of the staff member who cancelled the hold. If cancelled by patron in the OPAC, the canceling staff will reflect the patron's barcode.
• Cancel Time: The timestamp reflecting when the hold request was cancelled.
• Canceling Workstation: The workstation (including working location) where the hold was cancelled. If cancelled by patron in the OPAC, the canceling workstation will be blank.
• Cancel Note: Any notes added to the cancellation by staff.

Additionally:

• Status changes as the hold request is targeted, pulled, transited, and shelved
• Hopeless Date will be set if the hold goes into a state of Hopeless

Notes

Notes added to the hold request are visible in the first tab of the lower section of the Detail page.

You may add a note to a hold in the Detail View.

1. Click the New Note button.
2. Check the box to make the note visible to the patron if necesarry.
3. Check the box to include the note on the hold slip if necesarry.
4. Enter a title for the note.
5. Enter the text of the note in the Note Body section.
6. Click OK.

Notes may be deleted, but they cannot be edited after being created.