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4.1. Managing Holds in the Patron Account
Last Updated 04/01/2026
How to Manage Holds in the Patron Account
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Staff can modify patron holds in several ways, including suspending, re-activating, changing notification methods, contact details, pick-up locations, expiration dates, and canceling holds. To perform actions, staff retrieve the patron record, access the Holds screen, highlight the hold, and select an action from the menu. For canceling a hold, a reason and note may be required; suspended holds retain their position until activated. Dates can be edited through the Actions menu. Notifications can be adjusted by entering new phone numbers or enabling email notifications. The pick-up location can also be updated unless the item is already on the holds shelf.
Staff may make the following changes to holds from the patron's account:
- Suspend
- Re-activate
- Change notification methods
- Change contact details
- Change pick-up location
- Change expiration date
- Change shelf expiration date
- Cancel
Hold Action Menu
All hold actions can be performed from the Actions menu, following these general steps.
- Retrieve the patron record and go to the Holds screen.
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Highlight the hold record, then select Actions.
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Manage the hold by choosing an action on the list.
Available Actions
Cancel Hold: You will be prompted to select a reason and put in a note if required. To finish, click Apply.
Note: A captured hold with a status of On Hold Shelf can be cancelled by either staff or patrons. But the status of the item will not change until staff check it in.
Suspend Hold: If you want to suspend a hold or activate a suspended hold, click the appropriate action on the list. You will be prompted to confirm your action. Suspended holds have a No value in the Active? column.
Suspended holds will not be filled but its hold position will be kept. They will automatically become active on the activation date if there is an activation date in the record. Without an activation date, the holds will remain inactive until staff or a patron activates them manually.
Editing Dates: You may edit the Activation Date and Expiration Date by using the corresponding action on the Actions dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click Apply. Use the Clear button to unset the date.
Hold shelf expire time is automatically recorded in the hold record when a hold is filled. You may edit this time by using the Edit Shelf Expire Time on the Actions dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click Apply.
Edit Phone Notifications: If you want to enable or disable phone notification or change the phone number, click Edit Notification Settings. You will be prompted to enter the new phone number. Make sure you enter a valid and complete phone number. The phone number is used for this hold only and can be different from the one in the patron account. It has no impact on the patron account. If you leave it blank, no phone number will be printed on the hold slip. If you want to enable or disable email notification for the hold, check Send Emails on the prompt screen.
Change Pickup Library: Pickup location can be changed by clicking Edit Pickup Library. Click the dropdown list of all libraries and choose the new pickup location. Click Submit.
Staff can change the pickup location for holds with in-transit status. Item will be sent in transit to the new destination. Staff cannot change the pickup location once an item is on the holds shelf.