Set up holds and reserves

To enable and customize your school's holds and reserves settings, review the following:

Hold Settings by Patron Type

You can define the maximum number of holds, expiration dates and default priority for each patron type.

Note: Holds policies for Follett Digital resources are managed in Destiny Discover Admin.

To review or edit the settings:

  1. Select Admin > Library Policies > Patron Types sub-tab.

    Note: If you are logging in as a Destiny Administrator, select Setup > District Options. Next to Patron Types and Library Circulation Types, click Edit. Click the Patron Types sub-tab.

  2. Click Edit icon. next to the Patron Type you want to edit.
    The Student Patron Type page.
  3. Review the holds-related loan policy setting fields, and make any changes:
    SettingDescription
    Max Holds

    Maximum number of holds a patron can place at one time.

    Ready Holds Expire in__day(s)

    A ready hold is the length of time an item is held by the library once a copy becomes available.

    Enter the number of days the copy will be held for the patron to pick it up.

    Note: Closed calendar dates are counted in the calculation process. However, if the expiration date will fall on a day marked as closed, it moves to the next open date. For example, if the expiration is on day 5 and that is marked as closed, Destiny uses the next open date.

    If the patron does not pick up the book in time, the hold expires.

    When a ready hold expires, Destiny makes it available for the next patron in the queue.

    Pending Holds Expire in__day(s)

    A pending hold is a request that is waiting to be fulfilled with an available copy. The Pending Holds Expire in setting identifies how many days a hold is kept pending for the Patron Type. After the pending hold has expired, the hold is no longer active.

    Note: Closed calendar dates are counted in the calculation process. However, if the expiration date will fall on a day marked as closed, it moves to the next open date. For example, if a copy does not become available on day 30 and that date is marked closed on the calendar, Destiny uses the next open date.

    Default Hold Priority

    When creating a patron type, use the drop-down to select the default hold priority. The hold priority helps determine who gets the first available copy of an item. Choose from:

    • Lowest
    • Low
    • Standard
    • High
    • Urgent

    When you are placing a hold, you can change the default priority.

  1. If you made changes, click Save.

Note: A Destiny Administrator can click Push on the Library Policies page to push the library policies to a single site, a site type or the entire district.

Site Configuration Settings

You can define when you want expired holds to be deleted, the number of days to prepare materials, and reminders for holds and ILLs.

  1. Select Admin > Site Configuration > Circulation sub-tab, and then scroll to the Holds/Reserves section.

    Site Config settings for Holds and Reserves

  2. Select settings:

    Setting

    Description

    Ready reservations <#> open days in advance of the requested start

    In the Ready Reservation field, enter the number of days needed to prepare materials before the requested start date.

    Destiny calculates the lead time based on your Calendar settings and assumes you will prepare materials on Open days only.

    Example: If you specify a lead time of two days and your library is closed on Saturday and Sunday, Destiny moves requests that are wanted on Monday from Local Materials Pending to Local Materials to be pulled on the preceding Thursday.

    Automatically delete expired holds

    To delete expired holds, select the Automatically delete expired holds checkbox and enter the number of calendar days after the hold expires that Destiny should delete them.

    Any holds that are deleted are listed on the Daily Holds Processor job summary, which is available each morning in Admin > Job Manager.

    Note: You can:

    • Revive expired holds, but not deleted holds.
    • Edit the expiration date of a hold either before or after it expires.
    • Edit the priority of a hold.

    Enable once daily email reminder for Holds and ILLs

    Select this checkbox to have Destiny automatically send a reminder for holds and interlibrary loans.

    In the Email address field, enter email addresses; use a semicolon between each recipient.

    Note: The Daily Holds Processor job that runs each night sends out the email(s) when there are hold and ILL requests that need processing. To view the Daily Holds Processor job, select Admin > Job Manager.

Access Level Permissions

There are several access level permissions related to holds that let you define the functions different groups of patrons can access.

Note: Refer to the Destiny Help topic, Access Levels and Permissions, for more information.

Library Materials sub-tab > Hold Management section

  • View any patron's holds
  • Add/edit/delete holds for patrons
    • Place multiple holds for patrons

Patrons sub-tab > Self-Empowered Patron Access section

  • Place hold for self from Catalog (Library)
    • Place multiple holds for self
    • Delete holds and reserves for self from Catalog
    • Place reserve for self from Catalog
    • Place holds on available copies
    • Place ILLs for self from Catalog