Home → Holds Management in Evergreen → Making Changes to Existing Holds → Editing Holds in the Title Record
4.1. Editing Holds in the Title Record
Last Updated 04/17/2026
How to Edit Holds in the Title Record
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Staff can edit and modify hold requests through the Actions menu, which includes several sections for different actions. Key functions include canceling holds, modifying them, and printing hold details. Item Actions allow marking items as damaged, missing, or otherwise managing their status. Modifications to holds can include changing pickup library locations, adjusting desired item conditions, suspending or reactivating holds, and setting various dates related to the hold. Notifications, including email and SMS preferences for patrons, can also be updated.
From the title record, staff can make changes to a hold request, mark a targeted copy damaged or missing, or get further information about the patron or the hold request. All actions are availbalefrom teh Actions menu. This menu has 4 distinct sections, with actions in each section:
Hold Actions
- Cancel Hold (Learn more about cancelling holds in the Cancelling Holds page of this Knowledge Book)
- Find Another Target (Learn more about the Hold Targeter in the Hold Fulfillment in NC Cardinal page of this Knowledge Book)
- Modify Holds(s)
- Print Holds
- Show Hold Details
- Transfer to a Marked Title (find more details about this function in the Transferring Holds page of this Knowledge Book)
Item Actions
- Mark Item Damaged
- Mark Item Discard/Weed
- Mark Item Missing
- Show Last Few Circulations
Note: Item Actions will only work on holds that have already targeted a specific item. Item Level holds will always have a targeted copy. Title and Metarecord holds will only have a copy targeted if it is currently on a library's Holds Pull List, or has been captured and is In Transit or on the Hold Shelf.
Patron Actions
There is only one patron action in the menu. Retrieve Patron will open the patron account for the patron who has made the hold request.
Show Action
There is only one patron action in the menu. Show Holds for Title will re-open the View Holds tab for the targeted bib record in a new tab.
Modify Holds
- Retrieve and display the title record in the catalog.
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Click the View Holds tab in the record.
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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.
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Select the hold you want to edit. Choose Modify Holds from the Actions menu.
- A pop-up modal will appear with available modification options.
- Select the modifications you want to make and hit the Apply button.
- The Hold View grid will reload and your changes will be visible (if the appropriate columns are visible).
Available Modifications
Pickup Library: Change the location where the item will be sent for the patron to check it out. Do not change this for items that are already In Transit or on the Hold Shelf.
Desired Item Condition: The default setting for hold requests is to leave desired condition blank. You can change this to items with a "Good" condition indicator, but most libraries do not apply this item attribute, so it will significantly limit the items available to fulfill the hold, and potential send it into a hopeless state.
Hold is Suspended: You can suspend a hold by checking this box, or re-activate an already suspended hold by un-checking it.
Top of Queue: You can move a patron to the top of a hold queue. This is not usually recommended.
Activate Date: If a hold is suspended, you can add or edit the date on which it will reactivate.
Expire Date: This is set to 1 year from the date the hold is requested by default. You can extend it or shorten it at a patron's request.
Request Date: This is the date the hold request was submitted. You can change it, but it will have no impact and may effect reports. This is not usually recommended.
Shelf Expire Date: This will be set at the point a hold moves into a state of On Hold Shelf. It is set to 7 days by default, and takes library closings into account. In very rare cases, you may extend this for a patron.
Send Emails: This box will be checked based on the patron's default hold notification preferences. You may manually check or uncheck it here.
Phone Number: You can add, remove, or update the phone number to be called for hold notifications.
Text/SMS Number: You can add, remove, or update the phone number to be used for hold Notification Texts.
Text/SMS Carrier: A value must be added here if the patron wants to recieve hold notifications by text message, but the value does not need to be correct.