To Place a Hold on an Item:

• Click on the Place Hold Wizard.
• At the User ID prompt, enter UP-PATIPPB.
• Click Get User Information or press Enter.
• If a User Alerts Display window opens with alerts/notes and all is fine, click OK to close the window.
• At the Item ID prompt, enter the barcode for the item upon which you wish to place a hold. Note: If you already had the Call Number/Item record open for that item, the Current search option will show the title information and clicking on it will enter the barcode in the Item ID field.
• Click Get Item Information or press Enter.
• In the Hold Info section, choose UP-Pat as your Pick up location from the dropdown menu or type it in.
• Accept the default NEVER for the expiration.
• Leave the Comments box blank. Comments entered here do not display to Cataloging staff in the corresponding bib or call number/item record and Lending staff send recalled books for UP-PATIPPB to the Department or notify CatMarking.
• In the Level/Range area of the Place Hold window, choose Copy for the Level.
• In the Recall status area of the Place Hold window, choose the appropriate option.
  • Allow Recall - No notice will be sent to the patron, but, on the book's return, it will be routed to Cataloging/CatMarking and the patron will not be able to renew his/her hold.
  • No Recall - No notice will be sent to the patron and the patron will be able to renew his/her hold. The item will be routed to Cataloging/CatMarking when the item is returned. Choose this option if you're not in a hurry to recall the item in question.
  • Recall now (RUSH) - A notice will be immediately generated for the patron who must return the item to the Library within 7 days. Choose this option if you are in a hurry to recall the item.
• Click on Make hold first in queue so that you receive the item before someone else who may have a hold placed against it.
• Click on Place Hold or press Enter.
• A Complete window should appear with your item's title and item id number and options to place other holds, remove/modify the hold just placed or to close the window.
• Select the appropriate option.
• In the Bib record of all items you have placed a hold against, enter an 019 field notifying whoever receives the recalled item(s) to route it to you. You may also choose to additionally add a Comment in the Call number/Item record of the item(s). These should be deleted once you have received the item(s) in question.

To Remove a Hold:

Remove Item Hold

• Click on the Remove Item Hold Wizard.
• At the Item ID prompt, enter the barcode for the item from which you wish to remove a hold. Note: If you already had the Call Number/Item record open for that item, the Current search option will show the title information and clicking on it will enter the barcode in the Item ID field.
• Click on Get Item Information or press Enter.
• In the List of Holds section, all the Users with Holds placed against the item id of your item will be listed.
• Check the box next to the UP-PATIPPB hold (or other appropriate hold) that you previously placed.
• Click Remove Holds or press Enter.
• Your item should disappear from the List of Holds section.
• You have the option to Remove Holds from Another Item or to close the wizard.
• Select the appropriate option.
• At the time the hold was placed, you should have input an 019 field in the Bib record, and possibly also a Comment in the Vol/Copy record, of all items you placed a hold against to notify whoever received the recalled item(s) to route it to you. These should now be deleted.

Remove User Hold

• Click on the Remove User Hold Wizard.
• If prompted, enter your department Override code to use the wizard.
• At the User ID prompt, type UP-PATIPPB.
• Click on Get User Information or press Enter.
• In the List of Holds section, all the titles with holds currently placed against the UP-PATIPPB User ID should appear.
• Check the box next to the title for your item.
• Click Remove Holds or press Enter.
• Your title/item should disappear from the List of Holds section.
• You have the option to Remove Holds on the other title that may be listed, Remove Holds for Another User or to close the wizard.
• Select the appropriate option.
• At the time the hold was placed, you should have input an 019 field in the Bib record, and possibly also a Comment in the Vol/Copy record, of all items you placed a hold against to notify whoever received the recalled item(s) to route it to you. These should now be deleted.