At any time before a requested item is actually checked in and placed on the hold shelf—even if it is in transit—you can make several changes to the hold request.
For example, you can change the pickup location for an item, add or edit a comment, change the hold request and hold expiration dates, or even suspend the hold request. Suspending a hold request allows borrowers to maintain their position in the request queue even if they do not need an item until after a specified date, such as after they return from vacation. The hold request still advances in the queue, but it will not be filled until it is automatically reactivated on the “suspend until” date.
Your system administrator must enable the “Edit request” program feature in the passkey table before you can do these editing tasks.
You cannot change the hold pickup location if the request is on an item that is ineligible for loan due to a circulation Parameter 32 entry where the item's ITYPE has an exception of zero. Borrowers can still place requests on items with that exception, but neither staff nor borrowers can change the hold pickup location for such requests.
Once a requested item is on the hold shelf, you can no longer edit the Pickup Location, Request Expire, or Suspend Until fields. However, you can still edit the Hold Expire and Comment fields.
1 | In the Checkout window, identify the borrower. |
Note: If the borrower has any current blocks, Horizon displays the Current Blocks window. You need to deal with the displayed blocks according to your library’s policy before continuing. (For more information, see Blocks.)
2 | Choose Borrower, Requests. |
Horizon displays the Borrower Request List window.
Note: If Family Group is enabled in the system and the borrower is a member of a group, you can also view holds for those borrowers who have given the user permissions to manage their holds. Choose Group Requests to view the holds of these group members.
3 | Do one of these options: |
If you want to do this |
Do this |
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Sort the request list |
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Make changes to one request at a time |
Horizon displays the Edit Request window: ![]() |
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Make identical changes to several requests at once |
All of the requests that you choose must have the same request status.
Horizon displays a Batch Edit Requests message asking if you want to make a batch change to all selected records.
Horizon displays the Batch Change Requests window: ![]() |
4 | Do one or more of these tasks: |
If you want to do this |
Do this |
Change the pickup location |
Enter the new pickup location code in the Pickup Location field. (Click the Codes button for a list of valid locations.) Note: If the request status is “Hold Shelf,” you cannot edit this field. |
Change the expiration date of the request |
Enter the new expiration date in the Request Expire field. (This cannot be a date in the past.) Note: If the request status is “Transit Hold” or “Hold Shelf,” you cannot edit this field. |
Change the expiration date of the hold |
Enter the new expiration date in the Hold Expire field. (This cannot be a date in the past.) Note: If the request has any status other than “Hold Shelf,” you cannot edit this field. |
Suspend the request |
In the Suspend Until field, enter the date upon which the request should be suspended. For example, if the borrower wants to suspend (postpone) the request until after a vacation, enter the date the borrower plans to return from vacation. Note: If the request has any status other than “Requested,” you cannot edit this field. |
Reactivate the request before the suspend-until date |
Enter the date to reactivate the request in the Suspend Until field. (This cannot be a date in the past.) |
Delete, change, or add a comment |
Delete unwanted comments, change existing comments, or enter new comments in the Comment field. |
5 | Save your changes. |
6 | Repeat steps 3 through 5 for each request or group of requests that you want to edit. |
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