Manage Pending Hold Requests (Requests-to-Fill)

Polaris processes requests-to-fill once a day, during overnight processing. You view or print the Requests-To-Fill (RTF Requests-To-Fill or RTF processing sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.) report daily to see what items other branches are requesting from you. For each pending request, you either check in the item to change its status and send it to the pickup branch, or deny the request in Polaris. Your library system determines how many days you have to respond to a request before it is routed to the next library in the sequence and no longer displays in your RTF list.

Note:
An item filling a request 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. at any branch in the routing sequence, at any time. RTF is simply a report to library staff that they have an item with a status of In that can fill a pending request.

To review and process pending hold requests regularly:

Select Circulation > Request Manager from the Polaris Shortcut Bar.

The Request Manager workform - Hold Requests view appears. When the view opens, the pending requests for your branch are listed. If the view is already open and they are not listed, select your branch in the Branch name box, Item in theBy box, and Pending in the Status box.

Note:
If the pickup location was changed for any held items, the items are listed in the Held items to transfer list. These held items can be pulled from the holds shelf and sent to the new pickup location.

Print the Requests-To-Fill report. See Fill hold requests for Requests-To-Fill.

Note:
You can also print the workform list view. Select the column header by which you wish to sort the list, then select File > Print > List View.

Fill or deny items for RTF. See Fill hold requests for Requests-To-Fill, and Deny items for Requests-To-Fill.

Important:
If you take no action on a pending request, the request is routed automatically to the next library in the RTF sequence after a library-defined number of days.