HomeCatalogingHoldsRetargeting Holds (Adding New Items to Fill Holds)

5.2. Retargeting Holds (Adding New Items to Fill Holds)

Holds do not know about items until they are updated, which happens once every 24 hours.  
If you just added new copies of a popular item with a long list of holds, you need to ReTarget the Holds after you add it if you want the item to be available to fill holds that are already in the queue. 

Some libraries do this step in the technical services department in a process described below:

Snippet From Evergreen Documentation

115.7.7. Retargeting Holds

Holds need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order to In Process. The system does not automatically recognize the newly added items as available to fill holds.

  1. View the holds for the item.

  2. Highlight all the holds for the record, which have a status of Waiting for Item. If there are a lot of holds, it may be helpful to sort the holds by Status.

  3. Click on the head of the status column.

  4. Under Actions, select Find Another Target. (see screenshot sample below)

  5.  

  6. A window will open asking if you are sure you would like to reset the holds for these items.

  7. Click Yes. Nothing may appear to happen, or if you are retargeting a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.

  8. When you refresh the screen, the holds will be retargeted. The system will now recognize the new items as available for holds. 


Tip:  Make sure you have managed your columns so staff see the fields that are best displayed when working with Holds Queues.  Queue Position can be a popular field to display, but depending on how holds are set to be filled, this number is NOT a guarantee and does not help predict time of arrival if you are in a large system following transit rules.


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