Hold Options Dialog Box - Terms Tab

This tab sets limits on how long requests are held and how long the records are kept in the system. See Set Holds options: Expiration and Unclaim limits, Deletion options.

• Number of days held for pickup - The maximum number of days an item is held for a patron. After this threshold is passed, the hold request status becomes unclaimed.
• Default expiration period - The number of days that a hold request remains in the holds queue before the request status automatically changes to expired. When a request has expired, it can no longer be filled.
• Delete expired in (System level only) - The number of days after which an expired hold request is automatically deleted from Polaris. To delete requests immediately upon their expiration, set this to 0 days.
• Delete canceled in (System level only) - The number of days after which a canceled hold request is automatically deleted from Polaris. To delete requests immediately upon their cancellation, set this to 0 days.
• Delete not supplied in (System level only) - The number of days after which a hold request with a not-supplied status is automatically deleted from Polaris. To delete requests immediately when they become not supplied, set this to 0 days.
• Unclaimed requests - Select one of the following options for handling unclaimed requests:
  • Delete - An unclaimed request is automatically deleted when the item is checked in or out. Deleted requests are automatically removed from the system. This setting also applies to SIP self-check units.
  • Cancel - An unclaimed request is automatically canceled when the item is checked in. A canceled request remains in the system, so it can later be reactivated or deleted.
• Total holds thresholds include held/shipped (System level only) - Select this check box to include requests with a status of Held or Shipped when calculating the total number of hold requests a patron can have and the limit by material types. If you leave this option unchecked, calculations include requests with a status of Active, Inactive, and Pending only. For information about setting total request limits and request limits by material type, see Defining Loan and Request Limit Blocks.
• Total holds thresholds include Inactive (System level only) - Select this check box to specify that inactive requests are counted toward a patron's total number of allowed hold requests. For more information about request limits, see Defining Loan and Request Limit Blocks.