Entering Item-level Hold Information

If your library set the Holds: Streamline multiple holds for 1 patron circulation option to "YES" and you are placing item-level holds for a patron from the Holds tab, Sierra automatically uses the pickup location, not-wanted-before date, and not-wanted-after date you specify for any subsequent holds you place for this patron. However, the system will not retain these settings after you close the patron record.

If your library set the Holds/Bookings: Display Patron Name and/or Record Number circulation option to "NAME", "NUMBER", or "BOTH", the system displays the specified patron information when you place an item-level hold.

Enter information for the hold you are placing in the Place an Item-level Hold dialog box. This dialog contains the following fields:

Patron
If the Holds/Bookings: Display Patron Name and/or Record Number circulation option is set to display patron information, the specified information displays at the top of the dialog. The possibilities are: patron name and record number, patron name only, or patron record number only.
Pickup Location
The setting of the Limit pickup locations to those in the Hold Pickup Locations table Holds option determines whether you can choose a location from the Hold Pickup Locations or Branch (location) codes table.
Item Home Pickup

If the Home Pickup element of the loan rule is set to 'y', the system does not enable you to specify a pickup location. Instead, the system automatically sets the pickup location to match the item's owning location.

Enabled
If the Limit pickup locations to those in the Hold Pickup Locations table option is enabled, you can choose from the locations defined in the Hold Pickup Locations table. Sierra suggests a default location that matches your Locations Served.
Disabled
If the Limit pickup locations to those in the Hold Pickup Locations table option is disabled, you can choose from the locations defined in the Branch (location) codes table:
  • If the Locations Served entry for your login is a valid list of locations, the system automatically displays the first location from this Locations Served list.
  • If the Locations Served entry for your assigned statistics group is an invalid list of locations, the system displays the location from the item record's LOCATION field.
To choose a different location:
  1. Place the cursor in the Pickup Location field and double-click or press the space bar. Sierra displays a dialog box of the locations defined in the Branch (location) codes table.
  2. Select a location and choose the OK button.
Not Wanted Before
The patron can specify a date before which the system should not fill the hold. The Not Wanted Before date can be up to 180 days from the day the patron places the hold.
Not Wanted After
The patron can specify a date after which the hold request will expire. If the hold is still active after this date, but is not yet on the holdshelf, the system removes this hold when you clear expired holds. Clear Holdshelf does not clear in-transit held items with an expired Not Wanted After date. These items are cleared the next time the item is checked in.
Specifying a Default Not Wanted After Date

You can enable Sierra to display a default date in the Not Wanted After field. The system calculates the default date based on the number of days specified in the login's Default Not Wanted After Date Holds option.

Hold Note
Enter an informational note of up to 126 characters. Hold notes display when you view the holds for a patron or the holds on a bibliographic or item record. Hold notes also appear on the item paging slips.

If the item you want to hold is checked out, Sierra prompts you to recall the item. If the item is pageable but belongs to another location, Sierra prompts you to print an item paging slip (see Placing a Hold on an Item that Is Not Checked Out). In all other cases, the system adds the patron to the hold queue for the item.