Fill a Hold Request with Fill Now
You might use the Fill Now function if the item with which you want to fill the request is not identical to what has been requested. Also, you might use it for an item that would be restricted from filling the request under normal circumstances. (The function is available for Not-supplied requests, as well as requests with other statuses.)
To use Fill Now:
- Open the hold request you want to fill in the Hold Request workform. See Edit hold request data.
- Click
, press CTRL+F, or select Tools, Fill Now from the menu bar.
The Scan/Enter Item Barcode dialog box appears.
- Scan the item’s barcode in the Item barcode box.
The following events occur automatically:
- The circulation status and the request status change to Held.
- A charge is applied to the patron’s account if that is your library’s policy (Set Holds options: Charge for hold requests).
- Polaris produces a hold notice to notify the patron an item is available for pickup. Polaris Administration settings determine the delivery method for the hold notice (see Set up request pick-up, second pick-up, and cancelled request notices).
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.
- If a message asks whether you want to transfer the item to the pickup library, click Yes, and ship the item to the library, where it will be checked in and held.
If you have set up printing for in-transit slips from this workform, the slip is printed automatically. See Setting Up Receipt Printing from Workforms.
Related Information
The following messages may appear when you fill a request with the Fill Now function. Follow the instructions:
- The item is designated not-holdable - To fill the request with the item, click Yes. To stop filling the request, 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.
- Transfer this item to library for hold? - To transfer the item, click Yes. If you do not want to transfer the item, click No.