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Home → Circulation in Evergreen → Holds Management → Managing Holds in the Title Record

10.9. Managing Holds in the Title Record

Last Updated 11/03/2023


How to Manage Holds in the Title Record

  1. Retrieve and display the title record in the catalog.
  2. Click the View Holds tab in the record.

    View Holds is the fourth tab from the left in the title record.
  3. All holds on this title to be picked up at your library are displayed. Use the Pickup Library to view holds to be picked up at other libraries.

    Pickup Library dropdown menu
  4. Select the hold you want to edit. Choose an action from the Actions menu. For example, you can retrieve the hold requestor’s account by selecting Retrieve Patron from this menu.

    Actions dropdown menu

 

Transferring Holds

  1. Holds on one title can be transferred to another with the hold request time preserved. To do so, you need to find the destination title and click Mark for: → Title Hold Transfer.

    Mark For dropdown menu with Title Hold Transfer indicated with a red arrow.
  2. Select the hold you want to transfer. Click Actions → Transfer to Marked Title

Actions dropdown menu with Transfer to Marked Title indicated with a red arrow.

See Retargeting Holds for additional instructions.

Knowledge Tags
transfer holds  /  holds  / 

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