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Tip for: 04.13.15

Are there some patrons you don’t want placing holds? You can change their permissions.


There are two ways you can prevent holds: by Policy, or by Security Group.


To prevent patrons in a specific policy from placing holds:

  • Open Preferences.
  • Go to the Policies area.
  • On the Patron Policy side, choose the policy from the drop-down menu.
  • Click on the Other tab.
  • Change the Maximum Hold Requests field to 0.
  • Save the policy.

All patrons on this policy will now be unable to place holds.

Note that you can still place a hold for these patrons in Circulation as long as you have Hold and Override permissions.


To prevent holds on a more individual basis, you can use Security Groups.


To create the new Security Group:

  • Open Preferences.
  • Go to the Security area.
  • Click on the Patron Security Group.
  • From the Actions (gear) menu at the bottom, choose Duplicate.
  • Name the new group. For example, Patron No Holds.
  • Go to the Researcher tab.
  • Change the Hold Management drop-down menu to No Access.
  • Save the preference.


To assign a patron to this Security Group:

  • Open Patron Management.
  • Select the record and unlock it.
  • Change the Security Group drop-down menu to your new group.
  • Save the record.

This patron now can not place holds from the Researcher.

Note that you can still place a hold for these patrons in Circulation as long as you have Hold permissions.


See also:

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