Fill a Hold Request at Circulation

You may have received an item from another library to fill a request, or you may be alerted to the item during other circulation tasks. To fill a hold request at circulation, usually during the check-in process:

Note:
At bulk mode check-in, your library’s Polaris Administration settings determine whether the item is automatically held or if you are prompted to hold the item. At check-out, another Polaris Administration setting determines whether an item 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 a request. See Set Holds options: Define staff client and PAC alerts and blocks.

1. Check in an item from one of the following locations:
   • Check In workform - Normal view (see Do a normal check-in from the Check In workform)
   • Check In workform - Bulk view (see Check in items in bulk)
   • Item record workform (select Tools, Check In, or click )

Note:
This procedure also applies if you are renewing an item (refer to Renewing Items) or checking out an item (Check out an item).

A message appears. If your branch is not the pick-up library, the message asks if you want to transfer the item to the pick-up library for a hold. If your branch is the pick-up library, the message asks if you want to hold the item.

2. Click Yes in the message box and the following occurs, depending on the message:
   • If the item belongs to another library, the status is updated to Transferred and the request status is Shipped. It will be checked in at the other library and held.
   • If the item belongs to the same library where it is checked in, the hold is placed.

If there is a display note in the hold request, a second message shows the note. Click OK.

The following events occur automatically:

• The circulation status and the request status change to Held.
• A hold slip prints if hold slip printing has been set up for this workform. See Setting Up Receipt Printing from Workforms.

Note:
You can reprint a hold slip for a held item by checking in the held item a second time, keeping the Held status for the item.

• A charge is applied to the patron’s account if that is your library’s policy.
• Polaris produces a hold notice to notify the patron that the item is available for pickup. The delivery method for the hold notice is determined by Polaris Administration settings.

Note:
The patron has a library-defined number of days to pick up the item before its request status becomes Unclaimed. However, you can change this date by editing the hold request’s Unclaimed date box. See Edit hold request data.

Related Information

The following additional holds messages may appear at circulation:

• The hold request for...needs to be either reactivated or canceled - To reactivate the request, click Yes. To cancel the request, click No.
• This item cannot be checked out, because it is being held - To override the hold and continue with check-out, click Yes, and a message asks if you want to reactivate the hold request. To stop the check-out, click No.
• This item is held for...Continue to hold the item? - To continue the current hold, click Yes. To continue the circulation process, click No. If the item can fill another request, a message indicates that this item satisfies a hold request.
• Outreach services patron - This note may appear on a holds message if your library uses Polaris outreach services. It indicates that the item fills a hold request for an outreach services patron. See Outreach Services Processing.