Holds

Overview

Lists all current holds with status and an EDIT action. New holds originate from an Item Detail (Search Catalog → title → Place Hold). You can later change pickup location, suspend (freeze), set activation / expiration dates, or cancel.

holds
Figure 1. Holds Tile Icon

Holds List View

holds screen
Figure 2. Holds Screen (Example – In Transit)

Each entry shows:

  • Title (bold)

  • Author & format line

  • Status line (green) with source location and timestamp of last change (Since <date time>)

  • EDIT button

Common status phrases:

  • Pending / Active – Waiting in queue

  • In Transit from <lib> – Item on the way to pickup library

  • Ready for Pickup – On shelf; generates Hold Ready push notification

  • Suspended – Frozen until activation date

If a patron wants to pause a hold so it will not fulfill while they are away, edit and suspend it before it goes In Transit.

Placing a New Hold

From Item Detail (Search Catalog → title → Place Hold). Saved notification preferences apply even if fields display blank (inherited data).

place hold screen
Figure 3. Place Hold Form

Fields & options:

  • Pickup location – Change before submitting

  • Notification checkboxes (Email, Phone, SMS) – Availability depends on patron record setup

  • Carrier (if SMS) – Dropdown when SMS enabled

Push notifications (Hold Ready, Courtesy) are separate from email/SMS. Enabling or disabling one channel does not change the others.

Editing an Existing Hold

Tap EDIT beside a hold to open the hold details.

hold details screen
Figure 4. Hold Details / Edit Screen

Editable elements:

  • Pickup location – Change before arrival

  • Expiration Date – Optional last date patron wants item; system can release after

  • Suspend Hold – Checkbox to freeze (prevents fulfillment). Combine with an Activate hold on date for scheduled reactivation.

  • Activate hold on – Future date to automatically un‑suspend

  • Buttons: CANCEL HOLD (immediate removal) / UPDATE HOLD (save changes)

Changes after an item is already In Transit may not stop imminent fulfillment. For meaningful pickup changes or suspensions act while status is still Active.

Key Actions

Action

When to Use

Notes

Suspend

Vacations / managing queue timing

Set activation date to auto‑resume

Change Pickup

Patron relocating temporarily

Best before In Transit

Cancel

No longer needed

Frees queue slot; cannot undo

Set Expiration

Soft deadline (after event/trip)

Hold may cancel past date

Activate on (schedule)

Delay fulfillment until patron returns

Pairs with suspend

Best Practices

  • Suspend early for vacations to avoid uncollected Ready items.

  • Confirm contact preferences if expected notifications seem missing.

  • Combine pickup change + suspend + activation date for extended travel.

Quick Troubleshooting

Issue

Resolution

Hold not appearing after placement

Refresh list (navigate away/back); slight delay possible

Cannot edit Ready hold

Pickup changes locked by timing—staff client may have limited options

Activation date field hidden

Check Suspend Hold box first

Patron says notification missing

Confirm push/email settings; check timestamp—may still be Active, not Ready

Canceled by mistake

Re‑place hold from Item Detail; original queue position lost

To pause multiple holds, suspend each with the same Activate hold on date—no need to cancel and recreate.

Related Documentation