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Home → Circulation in Evergreen → Holds Management → Placing Holds in Patron Records

10.7. Placing Holds in Patron Records

Last Updated 11/03/2023


Placing Holds in Patron Records

  1. Holds can be placed from patron records too. In the patron record on the Holds screen, click the Place Hold button on the left top corner.
  2. The catalog is displayed in the Holds screen to search for the title on which you want to place a hold.
  3. Search for the title and click the Place Hold link.
  4. The patron’s account information is retrieved automatically. Set up the notification and expiration date fields. Click Place Hold and confirm your action in the pop-up window.
  5. You may continue to search for more titles. Once you are done, click the patron's name at the top to go back to the Holds screen. Click the Refresh button to display your newly placed holds.

Holds tab of a patron account with the tab indicated in red and the Place Hold button highlighted.

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