Hold requests

Any Copy Request form

To configure your form to display in this way:

1. Go to Service Configuration > WorldCat Discovery and WorldCat Local > Place Hold/Request Buttons > For items owned by [Your Library].
2. Enable only the following fields:
   • Display shelving locations on Any Copy and Special Request request types    
   • Display hold request date fields on place hold form
   • Display Any Copy request type
   • Display hold notes field on Any Copy request
3. Click Save.

Pickup locations configured in the Holds Pickup Locations Map will display on the any copy request form.

• If you have configured a default Institution and corresponding Pickup location and all the items share that same Institution and corresponding Pickup Location, the Place Hold form will pre-select that Institution and Pickup location for the user.
• If there are alternatives configured, the user will be presented with a drop-down menu of alternative Institutions and their corresponding Pickup locations.
• If items on the place hold form have conflicting defaults, the form will tell the user to select their preferred Institution and Pick up location from those configured in the Holds Pickup Locations Map.

Specific Copy Request form

To configure your form to display in this way:

1. Go to Service Configuration > WorldCat Discovery and WorldCat Local > Place Hold/Request Buttons > For items owned by [Your Library].
2. Enable the following fields:
   • Display hold request date fields on place hold form
   • Display Specific Volume/Copy request types
   • Display hold notes field on Specific Volume/Copy request
3. Click Save.

Pickup locations configured in the Holds Pickup Locations Map will display on the specific copy request form. The form will guide users to first select an eligible pick up location, then select specific items for check out.

• By default, the specific copy request form will load items sorted alphanumerically by data displayed in the Copy or Volume column. 
  • The default search organizes by call number in the field 852 subfields k,h,i,j,l, and m of the local holdings record.
  • Users can opt to change the sort option to sort by Pick up location. This will organize items by the locations available for pick up.  It will prefer items that match the selected Pick up location, followed alphanumerically by items that are ineligible for place hold, and finally by items that are unable to be picked up at that location. 

Any Copy Group Place Hold form

For WMS Circulation groups that use the Group Place Hold option, pick up locations displayed will be group aware. The form will look at the Hold Pickup Locations Map to determine the default locations and alternative locations for all members of the group that own that item. Users will select the institution and Pick up location available for the desired institution. 

Place a hold

1. Search in WorldCat Discovery for the item you want to request.
2. Click on the title to view item detail.
3. Click to expand the Availability section of the record. If the item is available to reserve and Place Hold/Request buttons are enabled, select the place hold button.
   • If not authenticated, the institution's sign in screen appears. Enter the User Name and Password.
4. The Place Hold Request form appears.
5. Select an option from the I need drop-down menu. If the selected item is a serial, the default place hold request is Specific Copies or Volumes, which allows you to specify which item is needed.Check the boxes next to the items you want to request. If the selected item is a monograph, the default place hold request is Any Copy.
6. Select your preferred lending location from the I want it from drop-down list.
7. Select your pick up location from the I want to pick up at drop-down list, if multiple pick up locations are available at your institution.
8. (Optional) Expand the Dates I need it option and provide From and To dates. The I cannot pick up... fields allow users to provide additional availability information.
9. (Optional) In the Item description(s)/Notes:, users can provide additional information about the requested item or any specific instructions related to filling the request with a descriptive note of up to 500 characters.
10. Click Submit to complete the request. After submitting a hold request, users are taken to a  Place Hold Confirmation Page. Messages specific to each item-level hold request help users understand if the request was wholly or partially successful. Hold request information including the item information, Status, Item Location, Pick up location, and hold notes display on the confirmation page.