Adding a Title-level Hold to a Patron Record
To add a title-level hold to a patron record:
- Retrieve the patron record.
- View the Holds tab by doing one of the following:
- Click the Holds tab, or
- Select Go | Circulation Desk | Holds.
- Click the Add Holds button. Sierra determines whether your patron's holds have exceeded the number specified in the MAX HOLDS field for their P TYPE (in the Patron Blocks table).
Based on this determination, the system continues as appropriate:- If the patron's holds do not exceed the relevant MAX HOLDS value, Sierra opens a new search window. Continue to the next step.
- If the patron's holds exceed the relevant MAX HOLDS value, Sierra prompts you to override the MAX HOLDS block:
- If you override this block, Sierra opens a new search window. Continue to the next step.
- If you do not override the MAX HOLDS block, Sierra returns you to the previous screen.
- Retrieve the desired title.
- On the Summary tab, click the Hold Copy Returned Soonest button. Sierra determines whether the patron's current checkouts include a copy of the title you selected and continues as appropriate:
- If the patron currently has a copy of the title checked out, the system prompts you to override the hold block:
- If you override the block, the system prompts you for hold information. Continue to the next step.
- If you do not override the block, the system returns you to the previous screen.
- If the patron does not currently have a copy of the title checked out, the system prompts you to enter hold information. Continue to the next step.
- If the patron currently has a copy of the title checked out, the system prompts you to override the hold block:
- Enter title-level hold information.