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Hold Request Policy

Overview

Use this screen to set hold request policies for items.

  • Hold request policies are used to set how long hold requests remain active, the holds forwarding policy for libraries with multiple locations or branches, and if patrons can place holds on items they have checked out.
Libraries using WorldShare Circulation and WorldShare ILL integration: The Default Hold Request Period (see #2 below) will be in effect from the time the ILL request is placed until the item is received from the lender. Consider average ILL processing times when setting the Default Hold Request Period.

Create or edit hold request policies

  1. On the Hold Request Policy screen, click Create New, or click the Policy Name you want to edit.
  2. On the Create New or Edit Policy screen, fill in the fields in the order below:
    1. Policy Name: Name of the policy.
    2. Default Hold Request Period: How long holds remain active in the system.
      • Holds will expire if they are not fulfilled within the chosen period.
      • If you do not want any holds to expire, leave the Unlimited check box selected.
         Note: Holds set as Unlimited will expire 20 years from the date that the hold is placed.
    3. Hold Fixed Due Date(s): Hold fixed due dates are set dates holds will no longer be active in the system. For example, the last date of the semester.
      • Hold fixed due dates have to be maintained on each hold request policy.
      • You can enter multiple hold fixed due dates.
      • If a hold fixed due date has passed, it will no longer apply.
      • If a hold fixed due date is not found, the system will use the time set in Default Hold Request Period.
    4. Bill for placing hold: Fixed amount applied to the patron's account when a hold is placed. Create fixed bills on the Bill Structure screen.
      • Patrons cannot place a hold in WorldCat Local/Discovery if there is a bill associated with placing holds.
      • If staff place a hold in WMS for a patron, they will need to, depending on their account type, override or acknowledge the bill amount due for placing the hold.
    5. Bill for expired hold: Fixed amount applied to the patron's account when a hold expires. Create fixed bills on the Bill Structure screen.
    6. Hold Request Expiration Notification Policy: Select the hold request expiration notification that will be sent to the patron when their hold expires or is deleted.
    7. Forwarding Policy: Select the forwarding policy.
      • Globally forwarded by default: When a hold is placed on an item and it is available at multiple branch locations, the item will appear on the Pull list for every branch that can fulfill the hold.
        • Allows any applicable item at any location to fulfill the hold.
        • Recommended for libraries with one branch or for libraries with multiple branches that prefer holds to be fulfilled in queue order.
      • Prefers Pickup location if any items are available: When a hold is placed on an item and it is available at multiple branches, the item will appear on the Pull list for the branch that is the patron's pickup location.
        • If staff determine that the hold cannot be fulfilled, they can forward the hold to the other branches.
        • If the item is not available at the pickup location, the item will appear on the Pull list for every branch that can fulfill the hold.
        • Recommended for libraries with multiple branches that prefer to reduce the number of items routed to fulfill holds at other branches.
    8. Hold can be placed if patron has item on loan: Select whether patrons can place holds on items they have checked out.
      • Hold can be placed: Patrons can place holds on items they checked out.
      • Hold can only be placed with an override: Patrons cannot place holds on items they have checked out in WorldCat Local/Discovery. Staff can place the hold for them, but, depending on the account type, will need to override or acknowledge the hold in WMS.
  3. Click Save.

Copy hold request policies

  1. Click the Policy Name you want to copy.
  2. In the top right corner, click Copy. The copied policy appears.
  3. Enter a policy name and edit any additional fields.
  4. Click Save.

Delete hold request policies

Policies cannot be deleted if they are in use.

  1. Click the Policy Name you want to delete.
  2. In the top right corner, click Delete.
  3. On the Confirm window, click OK.

Related policies

Hold Request Policy depends upon:

Hold Request Policy is used in:

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