How to cancel a hold request in the patron's record

Answer

  • Go to Fulfillment > Manage Patron Services.
    • Search for patron by name or by their ID number.
      • To search by name:
        • First name + Last name or Last name + First name
      • Click on Fulfillment and then select Manage Patron Services.
      • On the patron’s services page, click on the Requests tab.

  • Click on the ellipsis (3 dots) on the selected item and select Cancel.
  • Select a reason for cancelling the hold request.
  • After selecting the reason, check the Notify User box and click on the Confirm button.
  • When the item is deleted from the Requests list, a message appears on the Patron’s Services page that the item was successfully cancelled. Patron will receive a notification (via email or print).

How to Cancel a Hold Request from the Pick from Shelf List

  • To access the Pick from Shelf list, go to Fulfillment > Pick from Shelf.
  • Locate the item from the list and click on the Cancel Request button.
    • If the hold has not been filled, go to Fulfillment then Pick from Shelf. This will list the holds that need to be filled.
    • If the hold has been filled, go to Fulfillment then Active Hold Shelf. This will list all active holds on the hold shelf. 
  • Look for the hold title to be deleted
  • Select a reason for cancelling the hold request. 
  • After selecting the reason, check the Notify User box and click on the Confirm button. When the item is deleted from the Pick Up Requested Resources list, a message appears indicating that the item was successfully cancelled. Patron will receive a notification (via email or print).
  • Last Updated Mar 24, 2023
  • Views 10
  • Answered By Brittany Horn

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