Place Hold Requests - Multiple Patrons, One Title

If your library has patrons fill out request slips that you set aside for later processing, and several patrons have requested the same title, you can request the title once for all the patrons who want it.

To place holds when multiple patrons request the same title:

  1. On the Hold Request workform, fill in the Pickup box, Activation box, and Expiration box. See Place single or consecutive hold requests.
  2. If you want to use a different pickup branch, activation date, or expiration date for a particular patron, you must change the setting for that patron’s request after all the requests are created.
  3. Select multiple patrons by doing the following steps:
    1. Click the patron Find button to search for the first patron record.
    2. Select the appropriate records in the results list.You must select more than one patron to set up the multiple request. You can delete patrons from the multi-request later (see step 3).
    3. Right-click in the results list, and choose Select from the context menu.

The Multi-Request view appears with the selected patrons in the Patrons list. The Patrons list includes each patron’s name, barcode, registration library, and patron code.

  1. To edit the patron list, choose one of the following options:
  • To add a patron to the list, click pbut_Add.gif or press CTRL+R to do a patron record search. Right-click the patron in the results list, and choose Select from the context menu.
  • To remove one or more patrons, select the patrons in the Patrons list, and click pbut_Remove.gif or press CTRL+E.
  1. To select a title, do the following steps:
    1. Click pbut_Add00052.gif or press CTRL+T to do a bibliographic (or item) record search.
    2. Right-click the record in the results list, and choose Select from the context menu.

The Multi-Request view appears with the selected title in the Titles list. For a bibliographic record, the title and author are included. For an item record, the title, author, material type, assigned branch, call number, and barcode are included.

Note:
If you want to select a different title, select the title in the Titles list, click the minus button or press CTRL+M to delete it, and click the plus sign to do a bibliographic record search.

  1. If you want to input notes, fill in the appropriate boxes on the Notes view.

If you want a different note for a specific request, you must change that request’s note after all the requests are created.

  1. Select File | Save to save the requests.

The requests are saved as several individual requests. The Status (multi-request) and Request date boxes are filled in. For item requests, the This item only check box is selected.

  1. If you want to edit a request, close the Hold Request workform and open the request. See Edit hold request data.

You must edit the requests individually. You cannot edit all the requests at the same time.

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