Create Bulk Requests (Multiple Patrons / One Title)

This process only works in Leap. Similar functionality is available in the client, but it doesn't include all of the options listed here.

Staff can create bulk hold requests in Leap when multiple patrons are looking for the same title.  This can be used for book clubs or author subscription services.

To place multiple patrons on hold for a single title in Leap:

1. Create a patron record set that contains all of the patrons that should be placed on hold.
2. From the patron record set, select ACTIONS -- Create Multiple Holds
      
3. In the Find Tool that opens, search for the bibliographic record. Select Open.
4. The "Create Multiple Holds" window will appear. If necessary, change the "Activation" or "Expiration" Dates.
5. In the "Pickup" drop down, select one of the following options:
   • Patron's Preferred Location- Set the pickup location to each patron's preferred pickup location. If a patron has not yet set a preferred pickup location, the patron's registered branch is used as the pickup location.
   • [A single Branch]- Set the pickup location to the same branch for all requests.
     
     
6. Select Continue. Leap will attempt to place all of the hold requests. If a patron is blocked or unable to place the item on hold, Leap will display a warning:
   
   

   
   

   
   
   
   
7. If these messages appear, select Continue to place the request or Cancel to stop the request.
8. Once completed, Leap will display a summary message: