Home → Administration Manual for Libraries → Library Settings → Holds Settings
Last Updated 10/19/2023
| Color | Description |
| Optional setting. | |
| Setting has Cardinal default value but systems can choose differently. | |
| There is a Cardinal default value and there should be no other value chosen for this setting. |
| Label | Description | Recommendations / Comments | Acceptable Values | Counts in Cardinal as of January 2022 (value then count) | NC Cardinal |
| Use Active Date for Age Protection | When calculating age protection rules use the active date instead of the creation date. | True/False | TRUE | ||
| Checkout Fills Related Hold | When a patron checks out an item and they have no holds that directly target the item, the system will attempt to find a hold for the patron that could be fulfilled by the checked out item and fulfills it | True/False | TRUE | ||
| Default hold shelf expire interval | The amount of time an item will be held on the shelf before the hold expires. For example: "2 weeks" or "5 days" | interval of time: # of days | 7 days | ||
| Block Renewal of Items Needed for Holds | When an item could fulfill a hold, do not allow the current patron to renew | True/False | TRUE | ||
| Block hold request if hold recipient privileges have expired | Circulation: Block hold request if hold recipient privileges have expired | If True: Patron will not be able to place a hold if their privileges have expired | True/False | False (22) True (16) |
FALSE |
| Behind Desk Pickup Supported | If a branch supports both a public holds shelf and behind-the-desk pickups, set this value to true. This gives the patron the option to enable behind-the-desk pickups for their holds | True/False | False (24) True (3) |
FALSE | |
| Hold Shelf Status Delay | The purpose is to provide an interval of time after an item goes into the on-holds-shelf status before it appears to patrons that it is actually on the holds shelf. This gives staff time to process the item before it shows as ready-for-pickup. Examples: "5 days", "1 hour" | interval of time: # of hours or days | 1 hour (14) 3 hours (5) 30 minutes (4) 2 hours (4) 5 minutes (2) |
3 hours | |
| Canceled holds/requests display age | Show all canceled entries in patron holds and patron acquisition requests interfaces that were canceled within this amount of time | interval of time: # of hours or days | 6 months (13) 30 days (4) 60 days (3) 4 months (2) |
1 year | |
| Canceled holds/requests display count | How many canceled entries to show in patron holds and patron acquisition requests interfaces | number | 25 (12) 10 (9) 5 (4) 20 (4) 100 1 |
25 | |
| Reset request time on un-cancel | When a hold is uncanceled, reset the request time to push it to the end of the queue | If True: Holds that were un-cancelled or had gone unclaimed on the hold shelf will go to the end of the line when activated again | True/False | True (33) False (4) |
TRUE |
| Expire Alert Interval | Amount of time before a hold expires at which point the patron should be alerted. Examples: "5 days", "1 hour" | This should be set if the Expire Interval setting is set (below). | interval of time: # of hours or days | 3 days (21) 7 days (4) 2 days (4) 1 day (3) 4 days 2 |
3 days |
| Expire Interval | Amount of time after a hold is placed before the hold expires. Example "100 days" | Take into account that a patron may place a hold on an On Order item that has not yet been received, after which it may be protected by 6 month age hold protection. How long do you want the hold to stay active before it is cancelled? | interval of time: # of hours or days | 180 days (7) 365 days (6) 90 days (3) 6 months (2) 270 days (1) |
365 days |
| Suppress Hold Transits Group | If set to a non-empty value, Hold Transits will be suppressed between this OU and others with the same value. If set to an empty value, transits will not be suppressed. | ||||
| Suppress Non-Hold Transits Group | If set to a non-empty value, Non-Hold Transits will be suppressed between this OU and others with the same value. If set to an empty value, transits will not be suppressed. | ||||
| Target copies for a hold even if copy's circ lib is closed IF the circ lib is the hold's pickup lib | If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the actor.org_unit.closed_date table) IF AND ONLY IF the copy's circ lib is the same as the hold's pickup lib. | If True this will attempt to target local copies for holds, even if the branch where the copy is at is closed, before being retargeted elsewhere. Should be set on a branch level rather than system level. | True (205) |