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10.10. Retargeting Holds
Last Updated 05/17/2023
How to Retarget Holds
Holds may need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order to In process. The system does not automatically recognize the newly added items as available to fill holds. Instead of retargeting, staff may want to use the checkin modifiers as shown in the New Items and Holds page in the Cataloging in NC Cardinal knowledge book to check in In process items.
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NOTE: Staff should never utilize retargeting to avoid a library's obligation to fulfill valid resource sharing hold requests for all circulating audiobooks, books, music, and videos that are past the 6-month age hold protection period, as defined by the NC Cardinal Resource Sharing Agreement. |
1. View the holds for the item.
2. Highlight all the holds for the record, which have a status of Waiting for Item. Do not retarget holds that are already In transit or On holds shelf for a patron. If there are a lot of holds, it may be helpful to sort the holds by Status.
3. Click on the head of the status column.
4. Under Actions, select Find Another Target.
5. A window will open asking if you are sure you would like to reset the holds for these items.
6. Click Yes. Nothing may appear to happen, or if you are retargeting a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.
7. When the screen refreshes, the holds will be retargeted. The system will now recognize the new items as available for holds.