How Sierra Determines Whether an Item Satisfies a Hold

Sierra checks for title-, volume-, and item-level holds when you do either of the following with a standard circulation (non-ILL, non-INN-Reach) item:

Sierra does not check for holds when checking in an item if the item's location or item type is designated in the Skip Hold Check feature.

If holds are found, the system determines whether the item can satisfy any of the holds by doing the following:

  1. Checks the hold's Not Wanted Before date. If the Not Wanted Before date is later than the checkin date, the system does not fill the hold.
  2. Determines whether the hold is frozen, and if so, does not fill the hold.
  3. Determines whether the hold is limited to a location. If the hold is at the title- or volume-level and is limited to a location that does not match the value in the item's LOCATION field, the system does not fill the hold.
  4. Checks the Title Priority Paging settings. If the Prioritizing Hold Fulfillment at the Pickup Location feature is enabled, Sierra disregards any holds if there is an available item at the patron's specified pickup location unless the period specified by the Pageslips: Number of hours before page can be transferred option has elapsed since the hold was placed.
  5. Checks the hold's Not Wanted After date. If the Not Wanted After date has passed, the hold has expired. The system does not fill the hold and prompts you to print a cancellation notice.
  6. Checks the Holdable element of the loan rule, depending on the type of hold.
    • If the hold is at the item level, the system does not consult the loan rule and fills the hold.
    • If the hold is at the title or volume level, the system determines the loan rule to apply to the holding patron and the item.
      • If the Holdable element is set to "No", the system does not fill the hold.
      • If the Holdable element is set to "Yes", the system fills the hold.

    The system does not assign the loan rule to the item; it uses the loan rule only to determine holdability.

  7. Checks the Home Pickup element of the loan rule.
    • If the hold is at the title or volume level, the system determines whether the item is eligible to fill the hold based on the Home Pickup settings of the applicable loan rule.

    • If the loan rule that applies to the holding patron and the item has Home Pickup enabled, the system fills the hold only if the pickup location matches the item location.

    The system does not assign the loan rule to the item; it uses the loan rule only to determine holdability.

If there are multiple holds on the item, title, or volume, the system evaluates each hold in sequential order until it satisfies a hold or determines that no holds can be satisfied.

See also:
Checking In Items - Do Not Fulfill Holds
Priority Paging: Refuse Item Holds
Managing Holds