Holds

Placing a hold for a patron (Requesting)

Please place all holds/requests for patrons via the OPAC. This allows for little to no error in placing the correct type of hold and missing that an item is suppressed, withdrawn or non-requestable despite the Available status.

Placing a hold from Sierra Desktop Application (Staff)

Placing an Item-level Hold

Item-level holds are placed on specific copies of the material.

  1. Retrieve the patron’s account.
  2. Click on the Holds tab

In the Holds screen, the display shows active holds for the current patron. For example:
ScreenClip

  1. Choose the Add Holds  A new search window will appear.
  2. Search for the item by title or ISBN.
  3. On the summary screen, choose the Hold Selected Item
  4. Select Place hold on the pop-up box.
  5. Click the OK button on the next pop-up box.

Placing a Title-level Hold

(a.k.a. Bibliographic-level hold or bib-level hold)

Place a hold for a patron on the first available copy of a title.

HoldCopyReturnedSoonest

  1. Change the circulation mode to Search/Holds by Title from the Functions menu in the upper right of the screen.
  2. Change the Index to the type of search you will be processing.
  3. Search by title or ISBN.
  4. The record will either appear or a list of similarly titled items will appear. Please select the one that applies, if the latter is the case.
  5. Make sure the view is pointed to Holds/Bookings.
  6. Choose the Hold Copy Returned Soonest
  7. An additional pop-up screen will appear, prompting you to enter in a barcode of the patron. Change the Index to the type of record search you need.
    • If you have a barcode, then scan the patron’s barcode. -OR-
    • If you have the patron’s name, then change the index to Patron Name and type in the patron’s name.
  8. Select the OK

Modifying Holds

From within a Hold Queue

  1. In the circulation mode, select Search/Holds by Title.
  2. View the hold queue for the bib or item.
  3. Select one of the holds in the queue.
  4. Choose the Modify Holds A pop up box will appear with hold information you can edit.

From within the Holds Screen

  1. Retrieve the patron’s account.
  2. Click on the Holds screen.
  3. A display will appear containing a list of holds that are active on the patron’s account.
  4. Select the hold(s) that the patron wants to modify.
  5. Choose the Modify Holds A pop up box will appear with hold information you can edit.

More information can be found in III’s Manual by going to Sierra and selecting Help>Manual.

Change Priority of a Hold

  1. In the function menu, select Search/Holds.
  2. Search for the record by title, author, record #, etc.
  3. View the hold queue for the bib or item.
  4. Select the hold in the queue. Note the number of the line it should be moved.
  5. Choose the Change Priority button.
  6. A Change Hold Priority pop up box will appear with a drop-down menu of numbers. Select the number where the hold should be moved.