Items on Hold

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Accessing Items on Hold

Log in to your account on the OPAC. Click on Items on Hold.


When in the Items on Hold view, the patron can see the Title, Author, Format, Pickup Location, Status, whether it is Active or not, an Activate Date, an Expiration date, Select (All/None) and an Edit link.


Clicking on the All link will select all items in the list while clicking on the None link will deselect any items that are selected.


How to place a hold via the OPAC

1. Search for the item. See Searching the OPAC for more information on how to search the OPAC.


2. Click on Place Hold.


3. The Create/Edit a Hold screen will display.


4. From here, any changes to the hold pick-up location, the patron phone number (for this hold) and the hold notification method (for this hold) can be made. There are also options to suspend the hold, and also to hold additional formats of the title via the Advance Hold Options link. Click on the Place Hold button at the bottom of the screen.


5. If the hold can be placed, the system will send a message “Hold was successfully placed” Click on OK.


Advanced Hold Options

The advanced hold option in Michigan Evergreen allows users to place holds across multiple formats. For example, a user is interested in Gone with the Wind, but it doesn't matter if they receive the book, the incredibly long movie or the audiobook.


How to place a hold using the advanced hold options

1. Search for the item. See Searching the OPAC for more information on how to search the OPAC.


2. Click on Place Hold.


3. The Create/Edit a Hold screen will display.


4. From here, any changes to the hold pick-up location, the patron phone number (for this hold) and the hold notification method (for this hold) can be made. There is also an option to suspend the hold


5. Click on the Advance Hold Options link. If there are any additional formats associated with this title, they would display.


6. To select multiple formats, press the Ctrl key on the keyboard and click on each format.


7. Click on the Place Hold button.


8. If the hold can be placed, the system will send a message “Hold was successfully placed” Click on OK.


Suspend a hold via the OPAC

A suspended hold will retain its place in the hold queue, but won't be fulfilled until it has been activated.


There are a couple of ways to suspend holds on the OPAC. The first way is to suspend while creating a hold and the second way is to suspend the hold after it has already been made.


While creating a hold

1. Search for the item. See Searching the OPAC for more information on how to search the OPAC.


2. Click on Place Hold.


3. The Create/Edit a Hold screen will display.


4. From here, any changes to the hold pick-up location, the patron phone number (for this hold) and the hold notification method (for this hold) can be made.


5. To suspend the hold, check the box to the right of Suspend this hold (Help). [Note: if you click on the Help link, a box will pop up with the message: "A suspended hold will retain its place in the queue but will not be fulfilled until it has been activated."]


6. A new row - Automatically activate hold on: will display. There are two options, one option is to enter in a date manually. The second option is to click in the box, and choose a date from the calendar widget. Choose a date. [Note: if a date isn't specified, the hold will be suspended indefinitely until an activation date is set at another time.]


7. Click on Place Hold.


8. If the hold can be placed, the system will send a message “Hold was successfully placed” Click on OK.


While in the Items on Hold view

1. Log into your account on the OPAC. See Accessing User Accounts for information on how to do so.


2. Click on Items on Hold.


3. Your holds will be displayed. Any inactive or suspended holds will be marked No in the Active column.


4. Check the box in the Select All/None column for the the hold you want to suspend.


5. Click on the Actions for Selected Holds drop-down menu and select Suspend.


6. A box will pop up with the message: "Are you sure you wish to suspend the selected holds? If an item has already been selected to fulfill the hold, it will not be suspended." Click on OK.


7. The screen will refresh for you to enter in an activation date. There are two options, one option is to enter in a date manually. The second option is to click in the box, and choose a date from the calendar widget. Choose a date. [Note: if a date isn't specified, the hold will be suspended indefinitely until an activation date is set at another time.] Click on Submit.


8. The screen will refresh and the hold should be marked No in the Active column, and if you choose a date for activation, that date will display in the Activate on... column


Activate a hold via the OPAC

There are two options for activating holds on the OPAC. The first uses the Activate function and the activation is immediate. The other option for activating holds allows you to set an activation date - a date that you want to have your suspended hold active on instead of automatically activating it.


Using Activate

1. Log into your account on the OPAC.


2. Click on Items on Hold.


3. Your holds will be displayed. Any inactive or suspended holds will be marked No in the Active column.


4. Check the box in the Select All/None column for the the hold you want to activate.


5. Click on the Actions for Selected Holds drop-down menu and select Activate.


6. A box will pop up with the message: "Are you sure you wish to activate the selected holds?" Click on OK.


7. The screen will refresh and and the activated hold will be marked Yes in the Active column.

Using Set Active Date

1. Log into your account on the OPAC. See Accessing User Accounts for information on how to do so.


2. Click on Items on Hold.


3. Your holds will be displayed. Any inactive or suspended holds will be marked No in the Active column.


4. Check the box in the Select All/None column for the the hold you want to activate.


5. Click on the Actions for Selected Holds drop-down menu and select Select Active Date.


6. A box will pop up with the message, "Are you sure you wish to change the active date for the selected holds?" Click on OK.


7. The screen will refresh for you to enter in an activation date. There are two options, one option is to enter in a date manually. The second option is to click in the box, and choose a date from the calendar widget. Choose a date. Click on Submit.


8. The screen will refresh and the hold will still be marked No in the Active column, but there will be an activation date in the Activate on... column.


Cancel a hold via the OPAC

1. Log into your account on the OPAC. See Accessing User Accounts for information on how to do so.


2. Click on Items on Hold.


3. Your holds will be displayed. Check the box in the Select All/None column for the the hold you want to cancel.


4. Click on the Actions for Selected Holds drop-down menu and select Cancel.


5. A box will pop up with the message, "Are you sure you wish to cancel the selected holds?" Click on OK.


6. The screen will refresh and your canceled hold will be no more.




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