Canceling a hold

A Patron

may call in and ask you to cancel a Hold

A request placed by staff or patrons for materials to be picked up at a selected location (see Pickup Library).

for them.  While they can do this from the OPAC, this may not always be possible for the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

.

To cancel holds from the Client

, first retrieve the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

account , and click on the Holds tab to view any open Hold

A request placed by staff or patrons for materials to be picked up at a selected location (see Pickup Library).

(active or Suspended

Status of a hold where the request will not be activated until a specified date or until the patron account is in good standing.

).

 Any current holds will appear in the Open Hold

Requests tab.  To cancel one or more holds, check-mark each and right-click or select Actions, and then Cancel Hold

A request placed by staff or patrons for materials to be picked up at a selected location (see Pickup Library).

.

From the pop-up, select the proper Cancel Reason and enter any appropriate notes. Click Cancel Hold

. Or, click Exit to stop the cancellation.

Canceled holds may be reviewed on the Patron

’s account under the Recent Canceled Holds tab.

Selecting the canceled Hold

and clicking Detail View will reveal all information about the Hold

A request placed by staff or patrons for materials to be picked up at a selected location (see Pickup Library).

, including the cancel cause and note.