Holds management
Discover how to place and delete holds from bibliographic records, item records, and from patron accounts.
For information about Holds in WorldCat Discovery, see Hold requests.
- Circulation hold workflow
- Find an overview and flowchart describing the hold workflow in WorldShare Circulation.
- Available hold types
- View a table describing the various hold types and when they can be created.
- Place hold
- Find information about creating hold requests from a bibliographic record and from a patron account in WorldShare Circulation.
- Edit or delete hold
- Find information about editing and deleting holds in WorldShare Circulation.
- Schedule items
- Find information about scheduling an item from a patron account or from a bibliographic record.
- View holds
- Find information about viewing holds for a patron and viewing the holds queue for a specific item in WorldShare Circulation.
- Holds for review
- View the Holds for review report to see unfulfilled hold requests in WorldShare Circulation that need to be reviewed.
- Pull list
- Use the Pull List in WorldShare Circulation to retrieve items that patrons or librarians have requested to be placed on hold or scheduled.
- Fulfill holds
- Find information about checking in pulled items to fulfill hold requests in WorldShare Circulation.
- Recall items
- Find information about recalling items in WorldShare Circulation that are currently checked-out.
- Clear hold shelf
- Find information about using the Clear Hold Shelf in WorldShare Circulation to clear items from the hold shelf because the holds were canceled or have expired.
- Hold approval and preparation
- Learn how to manage item approval and preparation workflows for hold requests in WorldShare Circulation.
- Manage in-house use of items
- Learn how to manage in-house use of items reserved for patron use in a reading room or other location on library premises using the Pickup Location report.
- Pickup Location
- Find information about using the Pickup Location report to monitor and manage upcoming and active hold requests for a specific pickup location.