Adding Volume-level Holds 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 Selected Volume button, you must be assigned permission 45 (Holds management). For more information, see Permissions Used By Sierra.

To add volume-level holds to a patron record:

  1. Retrieve the patron record.
  2. Select the Holds tab.
  3. Click Add Holds. Sierra opens a new search window.
    MAX HOLDS

    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.

    If the patron that you select has exceeded the number specified in the MAX HOLDS field for their P TYPE, Sierra prompts you to override the MAX HOLDS block. If you successfully override this block, Sierra prompts you retrieve the desired title. If you do not override the MAX HOLDS block, Sierra returns you to the patron's Holds tab. For more information on the MAX HOLDS field, see the Patron Blocks table.

  4. Retrieve the desired title.
  5. On the Summary tab, select Holds from the View drop-down list.
  6. Select the volume you want to place a hold on.

In Sierra 6.2 and later, you can select multiple volumes to place on hold by doing the following:

  • Press Ctrl, and click on each volume.
  • Select a contiguous block of volume records by clicking on the first volume, holding the Shift key down, and using the up and down arrows to select the block.
  1. Click Hold Selected Volumes.
  2. If prompted, review any error messages, and do one of the following:

Sierra provides the opportunity to override certain conditions that prevent a hold from being placed. Click Override to place the hold or Do Not Override to cancel the hold.

If you are placing multiple volume holds, your decision whether to override the block affects all holds with the same type of block. Sierra does not prompt you for each volume with the same block condition.

If you are placing a single volume hold, Sierra displays the error message. Click OK to return to the Summary tab.

If you are placing multiple volume holds and at least one hold is still eligible, Sierra continues with the hold process without displaying the error message. Volumes with these types of errors appear in the Place Holds table in the next step and are marked with a result status of "Error".

  1. In the Place a Volume-level Hold dialog, enter the information for the volume-level hold, and click OK.

    If you are placing holds on multiple volumes, the same information is used for each hold.

    Sierra does one of the following:

    • For a single volume hold, Sierra attempts to place the hold. An error message appears if the system cannot place the hold.
    • For multiple volume holds, Sierra processes the hold requests to see which holds are eligible to place and displays the results in the Place Holds table for your review. The system does not place the actual holds until the next step.
  1. (Multiple volume holds only) From the Place Holds table, do one of the following:
    • To place the holds, click OK.
    • To cancel placing the holds, click Don't Place Holds.