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Home → Holds Management in Evergreen → Making Changes to Existing Holds → Transferring Holds

4.2. Transferring Holds

Last Updated 04/01/2026


Transferring Hold Requests to Different Title Records


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Holds on one title can be transferred to another while preserving the hold request time, facilitating adjustments for incorrect formats or hopeless holds. To transfer holds from a title record, access the destination title's record, select "Title Hold Transfer" from the Mark for menu, then return to the original hold's record to perform the transfer. For transferring holds from a patron record, the process is similar: navigate to the destination title, select "Title Hold Transfer," and then choose the hold to transfer from the patron's Holds tab.


Holds on one title can be transferred to another with the hold request time preserved. This feature is useful when a hold has been placed on the incorrect format, or if a hold is in a hopeless state and needs to be re-targeted to a different title record.

Learn more about Hopeless Holds in the Hold Fulfillment chapter of this Knowledge Book.

Transferring Holds from a Title Record

  1. Navigate to the record for the the destination title. Open the Mark for menu and select Title Hold Transfer.
    Title Hold Transfer is the third option listed in the Mark for dropdown menu.
  2. Return to the record for the original hold and find the View Holds tab.
  3. Select the hold you want to transfer. From the Actions menu, select Transfer to Marked Title.
Selecting Transfer to Marked Title from Actions list.

Transferring Holds from a Patron Record

  1. Navigate to the record for the the destination title. Open the Mark for menu and select Title Hold Transfer.
    Title Hold Transfer is the third option listed in the Mark for dropdown menu.
  2. Return to the patron record and open the Holds tab.
  3. Select the hold you want to transfer. 
  4. From the Actions menu, select Transfer to Marked Title.

Knowledge Tags
holds  /  transfer holds  / 

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