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3.1. Placing Holds in Patron Records
Last Updated 03/24/2026
How to Place a Hold When Starting in the Patron's Record
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Staff can initiate a hold request directly from a patron's open account. To do this, navigate to the Holds tab in the patron record and click the Place Hold button. A catalog will appear for searching the desired title, with the patron's account visible at the top. After locating the title, click the Place Hold button. Upon completion, return to the patron’s account by clicking their name and refreshing to view the new holds.
In situations where a patron has requested help with their account at the desk, or checked out materials, and their account is already open when they request a hold, staff can make the hold request starting in the patron account.
- n the patron record, navigate to the Holds tab.
- Click the Place Hold button near the top.
- The catalog is displayed to search for the title on which you want to place a hold. The patron's account will be visible at the top.
- Search for the title and click the Place Hold button for the appropriate record.
- The patron’s account information is retrieved automatically. Adjust the notification and expiration date fields if necesarry.
- Click Place Hold.
- You may continue to search for more titles. Once you are done, click the patron's name at the top to return to their account. Click the Refresh button to display your newly placed holds.