Group a Patron’s Hold Requests

You can group hold requests with a status of Active, Inactive, or Pending. A group can contain requests with any or all these statuses, and you can add any number of hold requests to an existing group.

To group hold requests:

1. Open the patron’s record in the Patron Status workform - Requests view. See Display a patron’s hold requests.

The patron’s hold requests are listed under Polaris requests.

2. Select the requests you want to group.
3. Click  or press CTRL+G.

A letter is assigned to the new group. It appears in the Group column for each of the grouped requests. Use the horizontal scroll bar to see this column.

Example:
The letter A is assigned to the patron’s first group. If the patron already has a group A, the letter B is assigned to the new group.

4. If you want to add one or more hold requests to an existing group, follow these steps:
5. Select any one request in the existing group.
6. Select the requests you want to add to the group.
7. Click .