Holds: How to Request

You can place a hold request from the Patron Record, Item Record, Bibliographic Record, or Holds Queue workform. From the Patron Record workform, select the title for which you are placing the hold for the patron. From the Item, Bibliographic, or Holds Queue workform, select the patron for whom you are placing the hold request for the title or item.

Note:
Holds can be placed only on physical materials. Holds for ebooks and downloadable audiobooks must be placed on the platform being used.

To place a hold request

Start placing the hold request as follows:
- From the Patron Record workform > Holds view:
  - Select the New Hold button. The area below the New Hold button expands.Start typing in the Search for a title box and select the arrow button or select FIND TOOL.
  Note:
  If you are placing an item-specific hold, scan the barcode in the Barcode box.
- From the Bibliographic Record Workform or Item Record workform:
  - Select ACTIONS > Place Hold. If no patron records are currently open, the Find Tool appears. If patron records are open, the Select a patron dialog opens where you can select the patron record or select FIND TOOL to search for a different patron.
  - Select the patron in the Find Tool results list or in the Select a patron dialog.
- From the Holds Queue workform:
  - Select the PLACE HOLD button. If no patron records are currently open, the Find Tool appears. If patron records are open, the Select a patron dialog opens where you can select the patron record or select FIND TOOL to search for a different patron.
  - Select the patron in the Find Tool results list or in the Select a patron dialog.
(Optional) Change the Activation and/or Expiration date.
(Optional) Select a different pickup branch from the Pickup drop-down list.
Select the PLACE HOLD button.

Polaris Version 7.4