Adding a Title-level Hold to a Patron Record

To view the Holds tab, you must be assigned permission 94 (View patron record in check-out). To select the Hold copy returned soonest button, you must be assigned permission 45 (Holds management). For more information, see Permissions Used By Sierra.

To add a title-level hold to a patron record:

  1. Retrieve the patron record.
  2. View the Holds tab by doing one of the following:
    • Click the Holds tab, or
    • Select Go | Circulation Desk | Holds.
  3. 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.

    To override the MAX HOLDS block, you must be assigned permission 92 (Override hold blocks). If the patron is blocked from placing holds on items, you must be assigned permission 98 (Override patron blocks). For more information, see Permissions Used By Sierra.

  4. Retrieve the desired title.
  5. 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.

    To place a hold for a patron who currently has a copy of the title checked out, you must be assigned permission 92 (Override hold blocks). For more information, see Permissions Used By Sierra.

  6. Enter title-level hold information.