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10.4. Title Level Holds
Last Updated 02/14/2024
Placing a Title Level Hold
Click the Place Hold link beside the title on the search results list, or click the Place Hold link on the title summary screen.
Select the Place hold for patron by barcode box. Do not choose Place this hold for me as staff should never place holds or have items checked out on their login access account. See Staff Login Accounts and Permission Policies.
Scan or type the patron's barcode into the field or select the Patron Search button and search for the patron account.
A default hold expiration date will be displayed if the library has set up a default holds expiration period in their library settings. Uncaptured holds will not be targeted after the expiration date.
Advanced Hold Options
Choosing the Advanced Hold Options link will take you into the metarecord level hold feature. See Metarecord Search and Holds.
Selecting multiple formats will not place all of these formats on hold. For example, selecting CD Audiobook and Book implies 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.
If this title contains multiple parts, you must specify which part to request. If you do not select a part, the hold will target any of the other copies on this record, that is, those with no parts attached. Those copies are usually the complete set, containing all the parts. See Holds using Monograph Parts.
Edit patron hold notification and expiration date fields as required. Be sure to choose a valid Pickup location, then click Submit.
If you select the Suspend this Hold checkbox, the hold will be suspended and not be captured until you activate it. Or you can choose the Set activation date/Hide activation date toggle link and enter an activation date, so that Evergreen will automatically activate the hold on that date. This is useful when patrons may be out of town or unable to pickup their hold in the near future.
A confirmation message should appear stating "Hold was successfully placed". Click Continue to go back to the catalog search screen. Clicking the Place another hold for this title link allows staff to place another hold on the same title record for a different patron. This returns to the hold screen, where a different patron’s information can be entered. This feature can be useful for book groups or new items where a list of waiting patrons needs to be transferred into the system.