Holds and Recalls

Department:

Circulation

Purpose:

To place items that are currently checked out on recall & hold.

Overview:

Patrons can recall items online without any assistance and may also place a hold on the item at the circulation desk.

Required Knowledge/Skills:

Web catalog, sierra

Safety Issues/Precautions:

N/A

Equipment/Supplies:

Computer with internet, sierra

Procedure

Recall – Available only to Faculty, Staff, and currently enrolled students. Affiliated borrowers and courtesy cardholders are not allowed to recall items.

A patron that searches for a book and finds that book to be checked out can place a recall on the item through the web catalog.

1. Patron should start by searching for the book they are looking for.

2. Once they are on the page that displays the information about the specific book in question, and the book is currently checked out, they
are able to recall the book.

3. Click on the Request button located just above the information for the book towards the middle of the page.

4. Fill in the required information: Name, barcode from the back of their OneCard, pin number for their library account.

a. If the patron has not used their online account with the library before they will be prompted to generate a pin and verify that pin as a part
of creating their account.

b. Patron can also provide a date that the book will no longer be needed.

5. Click on submit to process the recall.

6. The next page shows the details of the book to be recalled, once verified, click the button to request the selected item.

7. Placing a recall will shorten the length of the loan to two weeks for the current borrower and put the item on hold for the patron
requesting the recall.

8. Recalls can also be processed at the circulation desk by a circulation manager following the same procedure for placing a hold, with the exception of choosing to place the book on hold.

Hold - Available to all patrons

1. Patrons cannot put books on hold through the web catalog, as the default action is to place a recall.

2. Holds can be placed at the circulation desk by a circulation manager.

3. Ask for the title of the book that the patron wishes to place on hold.

4. Click on the Search/Holds button on the left-hand side of sierra.

5. Choose Title from the drop-down menu and type the title of the book desired into the search bar, click on the Search button.

6. Double click on the appropriate record if there are multiple displayed.

7. Click on the Hold Selected Items button to the right of the sierra window.

8. From the drop-down menu select the method you would like to use to search for the patron’s record: Record #, Barcode, Name or University
ID.

9. If multiple people come up with the same last name, select the appropriate record by double-clicking on the name.

10. A window will pop up with various fields that can be filled out.

a. Select Pick Up Location from the drop-down menu.

b. Dates may also be entered for when the item is not wanted before and/ or after.

c. A note may also be placed with the hold if there are notes to be included.

11. Another window will pop up, here is where the manager can place either a recall with the loan length shortened to two weeks, a recall with
a new due date generated by the manager, or simply a hold.

a. Click on Place Hold without recall

12. An item-level hold has now been created for this item