System Wide Holds - Training Guide

Make a Request - first search for borrower, then search for item.

1. Search for Borrower: in the checkout window scan the borrower card, or press [F4] on the keyboard to open search window (see previous section: Search for Borrower).

2. Search for Item:

a) press [F2] on the keyboard to search for the item

b) Select the title they want and click Show Detail or press [Enter]

c) Press [F5] on the keyboard, or from the top menu select Request > Make Request to open the Request Window

d) in the Request Window confirm details and click [Request]

e) a message will appear stating, 'Your request was successfully placed.'

When a Request has been received and the requested item has been checked in, you can check to make sure the item is being sent to your library.

The status of this item will change to Transit:

If you want to double-check to make sure that this item is being sent to your library, you can click on Detail Status (view above image). Within the pop-up window that appears click Page Down until you reach the 3rd 'page' that displays Transit Detail, there you can see that your library is displayed in the In Transit To field:

Why can't this Request be placed?

Sometimes a request cannot be placed because the borrower is blocked from borrowing, or already has placed a maximum of 20 hold requests. In such situations, Horizon will provide a clear explanation.

If blocks are for fines, waive the fines (until further notice). We can't waive amounts for Lost items.

Video: Placing a Hold Request

Placing a Copy-Specific Request - to request a specific copy or edition of an item when multiple editions are listed under a single bibliographic record:

*This is useful if the patron wants a specific edition of an item.

To place a Copy-Specific Request, follow the instructions above for Make a Request, but during step (d) click the box next to [This Copy Only] so that a check mark appears in the box.