Display Hold Requests by Selected Criteria

You can view hold requests by selecting criteria on the Request Manager workform - Hold Requests view. This is the method you typically use to manage holds at your branch.

To display hold requests by selecting associated criteria:

1. Select Circulation, Request Manager from the Polaris Shortcut Bar.

The Request Manager workform - Hold Requests view appears.

Note:
By default, when the view opens, all pending requests for your branch are listed. These are the requests you fill or deny in daily holds processing. See Daily Request Processing.

Tip:
You can open the Polaris Find Tool from the Request Manager workform to search for any hold request. Select File, Open on the Request Manager menu bar.

2. Select a library in the Branch name box and one of the following options in the By box, according to the requests you want to display:
   • Item - Displays requests for items that are owned by the selected library
   • Patron - Displays requests for patrons who are registered at the selected library
   • Pickup - Displays requests to be picked up at the selected library
3. Select a hold request status in the Status box. For status descriptions, see Displaying Hold Requests.

Tip:
If an item in the list is a serial, the serial designation (enumeration The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole. and chronology The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.) is added to the title. You may need to expand the title column to see the designation.

The Request Manager displays the requests matching your criteria, in the Requests list.

• If your library allows item-level or first-available-copy requests, these are indicated by the item-level icon  at the beginning of the request line.
• If your library does Borrow by Mail circulation, these requests are indicated by the Borrow by Mail icon  at the beginning of the request line. Item-level Borrow by Mail requests include an I in the Borrow by Mail icon .

Examples:
-To display all Held hold requests where Community Library is the pickup branch, select the following criteria: Community Library (Branch name box), Pickup (By box), and Held (Status box).
-To display all unclaimed hold requests (that is, held requests that were not picked up) where Community Library is the pickup branch, select the following criteria: Community Library (Branch name box), Pickup (By box), and Unclaimed (Status box).

Column headings for the Requests list and the available option buttons vary, depending on your selections. The workform’s status panel (lower right corner) displays the date/time of the last binding and the date/time of the last RTF Requests-To-Fill or RTF processing sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it. (Requests-To-Fill) cycle. For more information about RTF processing, see Daily Request Processing.

Related Information

• Local hold request report - You can run a report that lists requests for which a specific branch is the pickup library. See Holds Processing Reports.
• Borrow by Mail processing - See Borrow By Mail Circulation.