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Home → Holds Management in Evergreen → Pulling and Capturing Holds → Retargeting Holds

5.3. Retargeting Holds

Last Updated 04/20/2026


How to Retarget Holds from the Title Record


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Holds in the library system may require retargeting when new items are added because the system does not automatically recognize these new items for holds. Staff can retarget holds using check-in modifiers or by following specific steps as outlined on this page. The process involves accessing the View Holds tab, selecting holds with the status "Waiting for Item," and using the "Find Another Target" option from the Actions menu to reset holds. 


Holds may need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order to In process. The system does not automatically recognize the newly added items as available to fill holds. Staff may retarget using the checkin modifiers as shown in the New Items and Holds page in the Cataloging in NC Cardinal knowledge book to check in In process items, or following the steps outlined below.

Staff should never utilize retargeting to avoid a library's obligation to fulfill valid resource sharing hold requests for all circulating audiobooks, books, music, and videos that are past the 6-month age hold protection period, as defined by theNC Cardinal Resource Sharing Agreement.

Retargeting from the Title Record

  1. Open the View Holds tab in the title record.
  2. Select all the holds for the record with a status of Waiting for Item. Do not retarget holds that are already In transit or On holds shelf for a patron. If there are a lot of holds, it may be helpful to sort the holds by Status.
    List of Holds statuses with Waiting for item highlighted in blue
  3. Under the Actions menu, select Find Another Target.
  4. A window will open asking if you are sure you would like to reset the holds for these items.
  5. Click Retarget. A green box confirming the retarget was successful will show briefly in the bottom right of the screen. If you are retargeting a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.
  6. The system will now recognize the new items as available for holds.

 

Knowledge Tags
retarget hold  /  new copy  / 

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