Edit Hold Request Data

Some hold request data can be edited, depending on the status of the hold request. For example, you can add or edit notes for all requests, but you can change the expiration date for Active, Inactive, and Pending requests only. You can change the pickup location for holds with a status of Active, Pending, Located, Inactive, Held, and Shipped.

To edit a hold request:

1. Display the hold request you want to edit from one of the following locations:
   • Hold Request Find Tool - See Find hold requests.
   • Patron Status > Requests view - See Display a patron’s hold requests.
   • Request Manager > Hold Requests view - See Display hold requests by selected criteria.
   • Holds Queue - Select Circulation, Holds Queue to find and display the queue for a specific bibliographic or item record.
   • Bibliographic or Item Record - See Display requests linked to a bibliographic or item record.

The hold requests are displayed in a list view, such as on the Holds view of the Patron Status workform .

2. Right-click the hold request in the list, and select Openfrom the context menu.

Note:
If your library allows patrons to change the pickup location from the PAC, the pickup branch column indicates the original pickup location and the new pickup location to which the item is being routed.

The Hold Request workform appears. The specific information fields available for editing on the workform depend on the request’s status.

3. Edit the information applicable to the hold request status:
   • To add or edit notes, select the Notes view and type in the notes fields.
   • To change the expiration date (Active, Inactive, or Pending), select a different date in the Expiration box.
   • To change the pickup location (Active, Pending, Located, Inactive, Held, or Shipped), select a different branch in the Pickup box. When you change the pickup location for a held item in the staff client, the item must be transferred to the new pickup location.

• If the item is held at your library (the pickup branch is the same as your log-in branch), and you change the pickup branch, the hold will automatically change from Held to Shipped.

• If you change the hold pickup location for an item held at another branch, a message box displays. If you select Yes, a message under the Pickup box in the Hold Request workform indicates the held item is being rerouted to the new pickup location. The held items that need to be sent to the new pickup location are listed in the Held items to transfer list in the Request Manager. See: Daily Request Processing. A staff member at the branch where the item is held can use this list to pull the item from the holds shelf and transfer it to the new location. See: Check-in a held item with a changed pickup location.

Note:
If you change the pickup library, certain policies regarding the holds request may change.

• To change the unclaimed date (Held), select a different date in the Unclaimed box. If the pick-up branch is closed on the new date, the unclaimed date is set to the next day the pick-up branch is open when you save the request. A message informs you of the change.

Important:
If you change the unclaimed date for a request with the status of Held, you will need to manually change the pick-up slip. Cross out the old date on the slip and write in the new date.

4. Select File | Save to save your changes.