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Edit or delete hold

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.
    • 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.

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

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