Display a Patron’s Hold Requests

To display the hold requests for a specific patron:

1. Select Circulation, Patron Status to find and display the patron’s record in the Patron Status workform. See Find patron services and related records.
2. Select View, Holds or click  to display the Requests view.

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. Similarly, you may need to manually expand the call number column (drag the right border of the column header) to see the entire call number.

The patron’s hold requests appear in the Polaris 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 .
• The Queue column displays the patron’s position in the holds queue for a title or item.

Example:
If a patron places a request for a title and four other requests are pending for that same title, the Queue column displays 5, indicating that the patron’s request is fifth in line.

Certain administration settings for your library may affect a request’s queue position, so that requests are not always filled in strict date and time order.

To change the patron’s queue position, you must reorder the hold requests for the title or item in the Holds Queue workform. See Rearrange hold requests in the queue.

The top left portion of the Patron Status workform summarizes the patron’s hold requests. The Items Held field reports the total number of items with a status of Held, and includes Hold requests and ILL requests with a status of Held or Unclaimed. (Unclaimed hold requests are linked to items that are still Held, so the count reflects the items actually on the pickup shelf.) The Total holds/ILL field reports all hold requests/ILL requests regardless of status, including held requests. The same information appears on the Check Out workform.

Related Information

• Change the unclaimed date - You can change the unclaimed date for a hold request when the request status is Held. See Edit hold request data.
• Grouping holds - You can group a patron’s related holds so that when one request is filled, the others in the group are cancelled. See Group a patron’s hold requests. The Group column identifies group membership of a hold. You may need to scroll to the right to display the Group column.
• Requests in the PAC patron account - Patrons can view and manage their hold requests in the PAC. The header area of PAC patron account pages displays a summary count of the patron’s requests, and patrons can view detailed information, cancel, and suspend/reactivate their requests on the requests page.