Cancel hold requests

When you cancel a hold request, items can no longer fill the request. However, the request remains in the Polaris database and visible on workforms. For record keeping purposes, you might choose to cancel rather than delete a request. Also, if a patron decides they want a title after all, you can easily reactivate the canceled request (see Reactivate hold requests). You can manually cancel requests that are Active, Inactive, Pending, Not-supplied, or Shipped.

To cancel holds that have the status Shipped or Held, the option must be enabled on your system. For more information, see Hold Options Dialog Box - Staff Client and PAC Tab.

To cancel hold requests

1. From the Patron Status Workform:

   1. Go to the Patron Status workform > Holds view.

   2. Right-click the requests in the list, and select Cancel Hold from the context menu.

2. From the Hold Request workform:

   1. Go to the Hold Request workform.

   2. Select Tools > Cancel, or click the Cancel hold button.

3. From a Bibliographic or Item Record workform:

   1. Go to a Bibliographic or Item Record workform.

   2. Select Links > All Hold Requests,

   3. Right-click the request in the Linked Hold Requests dialog box, and select Cancel from the context menu.

To cancel hold requests in the Request Manager

1. Select Circulation > Request Manager from the Polaris shortcut bar.

   The Request Manager workform > Hold Requests view appears.

2. Select a library in the Branch name box and one of the following options in the By box, according to the requests you want to display:
   • Item — Displays requests for items that are owned by the selected library
   • Patron — Displays requests for patrons who are registered at the selected library
   • Pickup — Displays requests to be picked up at the selected library
3. Select a hold request status in the Status box.

   You can cancel requests that are Active, Inactive, Pending, Not-supplied, or Shipped. To cancel holds that have the status Shipped or Held, the option must be enabled on your system.

4. Select the requests to cancel.
5. Click the Cancel button above the Requests list or press CTRL+L.

   The requests are no longer displayed because their status changes to Cancelled.

Related Information

• Automatic cancellation — Hold requests can be canceled automatically in certain circumstances:
  • The request is unclaimed when the held item is checked in.
  • An item record is deleted, it is the last item attached to the bibliographic record, and an Active, Inactive, or Pending request is bound to the title. A message indicates that deleting the item record cancels the request. If you continue, Polaris cancels the request.
• Automatic deletion — Your library can automatically delete canceled requests after a specified period.
• Cancellation by patrons — Your library can allow patrons to view and cancel their hold requests from the PAC patron account.