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Edit or delete hold

Find information about editing and deleting holds in WorldShare Circulation.

Edit a hold from a patron account

In the left panel under Assist Patrons search for the patron to edit their hold. Enter the patron barcode to search or use search with a different index. Click on the patron name to view their details.

  1. On the patron record, click the Holds tab.
  2. On the Holds tab, in the title column for the hold you want to edit, click Edit.
  3. In the Edit Existing Hold Request window, change the information as needed.
    • Patron - The name of the current patron.
    • Title - The title of the item on hold.
    • Pickup - If the patron prefers a different location, select the preferred library from the list.
    • Fulfill From - The relevant preferred fulfillment locations for a title.
       Note: This is only available for title-level requests.
    • Declined By - The name of the library or branch that did not fill the hold.
    • Created: -  System supplied date the hold was created.
    • Hold - To change the expiration date, click the calendar button and select a date.
    • Suspend - If the patron does not need the item between certain dates, specify the starting and ending dates using the calendar button.
    • Move patron to top of queue - Makes the patron the first person in the holds queue for the item.
    • Recall item from - Check the box to recall the item from the current patron who has it on loan. The item record's Status field will indicate the item has been recalled.
    • Notes (optional) - Provide additional details about the patron's request before and/or after the hold has been fulfilled. Patrons are able to view and update notes when signed in to WorldCat Discovery> My Account.
  4. Click Save Changes. A message displays verifying the hold was updated.

Edit a hold request for an item on the hold shelf

Alter the time an item will remain on the hold shelf or change the pickup location for an item already on the hold shelf.  

 Note:  Changes to the shelf expiry date can be made only while the hold is still active. Once the expiry date has passed, you will not be able to extend the shelf period. 

From the patron record:

  1. Click the Holds tab.
  2. On the Holds tab, in the title column for the hold you want to edit, click Edit.
  3. In the Edit Existing Hold Request window, change the information as needed.
    1. Pickup: Select the preferred library from the list.
    2. On shelf: Change the date and time when the held item will expire on the hold shelf if not picked up by the requesting patron.
       Note:  Changes to the shelf expiry date can be made only while the hold is still active. Once the expiry date has passed, you will not be able to extend the shelf period. Consider monitoring the Holds Ready for Pickup Report for holds that will expire soon.
       
    3. Notes (optional): Provide additional details about the patron's request before and/or after the hold has been fulfilled. Patrons are able to view and update notes when signed in to WorldCat Discovery> My Account.
  4. Click Save Changes.

Watch a video

Delete a hold request (02:58)

You can delete a hold request from the patron record or from the item record. This video demonstrates both.

Configure columns

 Note:  Preferences are retained per your user account. 

 

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