Displaying Hold Requests
You can display a specific patron’s hold requests, or any hold requests that meet selected criteria. The status of a hold request indicates the stage it has reached in holds processing:
Note:
The library may specify its own names for these hold request statuses. See
- Active - When a hold request is placed in the queue, its status is automatically set to Active. All items that can fill the hold request are bound to it, and the items can be trapped An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision. to fill the request. The system is actively looking for items to fill the request. You can cancel an active request, or convert it to an interlibrary loan request.
- Cancelled - Cancelled hold requests remain in the database and visible on Polaris workforms. A Cancelled request cannot be filled. However, you can reactivate or delete it.
- Expired - If a hold request is not filled within the specified period of time, the request status automatically changes to Expired. (The current date is later than the Expiration date on the Hold Request workform.) An Expired request cannot be filled. However, you can reactivate or delete the request, or convert it to an interlibrary loan request. You can run a report that lists Expired hold requests.
- Held - A Held request indicates that an item has been trapped to fill the request, and the item’s circulation status is also Held. The item is ready for the patron to pick up.
- Inactive - An Inactive hold request has an activation date in the future. The request does not appear in the queue, and an item cannot be trapped to fill the request until the activation date. You can cancel or delete an Inactive request, or convert it to an interlibrary loan request.
- Located - Used during picklist processing, a status of Located allows staff to indicate that an item has been found to fill a request. Staff can select the entry from the pending list and select Located to indicate the item has been located on the shelf. It is not necessary to scan the item barcode.
- Not-supplied - If no items can fill the request (for example, if no items are attached to the bibliographic record), the request status is Not-supplied. You can delete the request or convert it to an interlibrary loan request. You can also reactivate a Not-supplied request, but if the reason it was not supplied has not changed, the request becomes Not-supplied again.
- Out - An item has been linked to the hold request, and the item’s circulation status has changed to Out. This status is useful in keeping track of items requested and circulated by Borrow by Mail. See Borrow By Mail Circulation. Your library may also choose to enable it even if you do not offer Borrow by Mail.
- Pending - When an Active request can be filled by an item with a status of In at your library, or the request has been routed to another library that has the item with a status of In, the status changes to Pending. If none of the items there have a status of In, the request keeps its Active status, and items can be trapped to fill the request.
- Shipped - A Shipped hold request status indicates that an item was trapped at a branch other than the pickup branch, and is being shipped to the pickup branch.
- Unclaimed - If the requesting patron does not pick up the held item within the specified period of time, the hold request status automatically changes from Held to Unclaimed. (The current date is later than the Unclaimed date on the Hold Request workform.) You can run a report that lists Unclaimed items.
Note:
The unclaimed date is determined by the Maximum days held for pickup setting for Holds options (Request parameters) in Polaris Administration; dates closed and hours of operation (days closed) are included in the calculation. The item becomes available to circulate or to trap for the next request. Your library system chooses whether to delete or cancel unclaimed requests automatically when the held item is checked in.
See also: