HomeResource Sharing Best Practice StandardsNC Cardinal Resource SharingPulling and Capturing Cardinal Hold

1.5. Pulling and Capturing Cardinal Hold

Capturing Holds : 


Using Webby to capture holds : 


Once you have physically located the material on the pull list on your shelves, you will next capture the hold within Evergreen.


A. Select Circulation from menu bar → Capture Holds.


B. Scan or type barcode and click Submit.


C. A hold slip is automatically printed. If your workstation is not setup for silent printing (via Hatch), then a print window will appear.


D. If the item should be sent to another location, a hold transit slip will be printed. If your workstation is not setup for silent printing (via Hatch), then a print window will appear.


Using XUL to capture holds :


Once you have physically located the material on the pull list on your shelves, you will next capture the hold within Evergreen.


  1. Select Circulation from menu bar → Capture Holds.

     2. Scan or type barcode and click Submit


     3. A hold slip is automatically printed.


     4. If the item should be sent to another location, a hold transit slip will be printed.



Hold Status Types :

There are five status types a hold may have: Waiting for Copy, Waiting for Capture, In Transit, Reserved/Pending and Ready for Pickup.

1) Waiting for copy: all hold-able copies are checked out or not available.


2) Waiting for capture: an available copy is assigned to the hold. The item shows up on the Holds Pull List waiting for staff to capture the hold.


3) In Transit: hold is captured at a non-pickup branch and is on the way to the pick-up location.


4) Reserved/Pending: Hold has been captured for patron at the pick-up library;
the status will automatically change to Ready for Pickup after a period of time – For example, CCPL has chosen 5 minutes as the time-frame to allow staff to place the item on the Holds Shelf. 


5) Ready for pickup: Item is on the hold shelf ready for pickup; this status will also display in patron’s record online.



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