Cancelling Holds

To cancel a hold that has not yet been filled, navigate to the patron's Holds/Held tab. Select the checkbox next to the hold and click Cancel

If a hold in In Transit for the patron, the hold cannot be cancelled from the Holds/Held tab. The only way to cancel an In Transit hold is from Check In. 

If a patron has notified the library of a request they no longer want, but an item is already in transit, staff may add a Staff Display Note to the request record. The note will pop to staff as it is checked in. Staff may then re-scan the item, cancel the hold, and move the item along to its next destination. 

If the hold is awaiting pickup it, again, cannot be cancelled from the patron's Holds/Held tab. The hold must be cancelled from Check In. Scan the item and, when prompted to continue holding the item, select No. The item will then prompt staff to fill the next hold request, place the item in transit, or set the item to Available.

Cancel Multiple Holds at Once

A note about Prefer My Patron: 

Prefer My Patron prompts items to trap for local holds before filling other libraries' requests. The item needs to be actively circulating (meaning, going from checked out to on hold for another patron without making its way back to the shelf) in order for Prefer My Patron to apply. 

If the item is currently available on shelf, it will trap for the first request in the queue, regardless of the patron's library. 

An item will still follow Prefer My Patron if the request in Unclaimed and checked in, or if Ready For Pickup and checked in. If cancelling a Ready For Pickup hold and staff select "No" when prompted to Fill Next Hold Request, the item will not trap for any requests and become Available. Staff may re-scan the item to trap for the next local hold request. If the request is denied again, the item will start trapping for the first request in the overall queue. 

If the Prefer My Patron cycle is broken, staff may re-institute by locating the first local hold and using the Fill Now feature (see image). They may also check out to an in house use card, then checking the item back in to trigger the next local hold.