Home → Holds Management in Evergreen → Pulling and Capturing Holds → Capturing Holds
5.2. Capturing Holds
Last Updated 04/20/2026
Capturing Pulled Holds
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Holds are routed to the Hold Shelf or put In Transit through a process called Capturing. Staff can capture holds via teh regular checkin interface, or using the dedicated Hold Capture interface. Hold and Transit slips should be printed as part of the capturing process, and may be printed automatically with the application of a checkin modifier.
Holds can be captured when a checked-out item is returned (checked in) or an item on the Holds Pull List is retrieved and captured. When a hold is captured, the item will either be routed to the Hold Shelf or put In Transit. and the hold slip or transit slip will be printed. If the item has been routed directly to your library's hold shelf, and the patron has chosen to be notified by email or text message, the notification will be sent out.
Auto-Printing Hold Slips
Before capturing holds, NC Cardinal recommends turning on the Checkin Modifier Auto-Print Hold and Transit Slips. This will trigger the hold or transit slip to print automatically when capturing holds. To turn this feature on:
- Select Capture Holds from the Circulation menu.
- Locate the Checkin Modifiers menu in teh bottom right of the screen.
- Click on Auto-Print Hold and Transit Slips.
Once the checkin modifier has been applied, it will remain "sticky" on your workstation until you manually uncheck it. You can see that it's applied by checking the top of the page for a pink alert:
Capturing Holds
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To capture a hold, select Capture Holds from the Circulation menu (or press Shift-F2).
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Scan or type barcode and click Submit.
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If you have applied the Auto-Print Checkin Modifier, the hold slip is automatically printed. If your workstation is not setup for silent printing (via Hatch), then a print window will appear. If a patron has an OPAC/Staff Client Holds Alias in his/her account, it will be used on the hold slip instead of the patron’s name.
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If the item should be sent to another location, a hold transit slip will be printed.
- The item will show up in the grid with a status of On Hold Shelf or In Transit.
Tip: Holds can also be captured on the Circulation → Check In Items screen where you have more control over automatic slip printing.
Handling Missing and Damaged Items
If an item on the holds pull list is missing or damaged, you can change its status directly from the holds pull list.
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From the Holds Pull List, right-click on the item and either select Mark Item Missing or Mark Item Damaged.
- Evergreen will update the status of the item and will immediately retarget the hold.