Web Client - Patron Holds


About

Default Hold Notification Preferences

Patron Edit > User Settings


User Settings is where staff can enter information that is used to auto-fill place hold forms. For new patron records, Phone and Email are checked by default. If the User Settings are not edited on record creation, the place hold form will have Phone and Email checked, and if the patron has a Daytime Phone number on record, that will auto-fill for the phone notification. Email notifications are always a yes/no check, and use the email address on record. Staff can update this information at any time at the patron's request. Patrons can also change their own hold notification preferences from their online account.


PatronRecord_UserSettings.png

  • Default Phone Number can be any number, and does not have to be otherwise included in the patron record.
  • Default Hold Pickup Location is generally the Home Library/library where the record was created. This can be changed to any library of the patron's preference.
  • Hold is behind Circ Desk is a feature not used by any PLS libraries; leave unchecked.
  • Collections: Exempt is a feature not used by any PLS libraries; leave unchecked.
  • Hold Notices - check or uncheck the preferred notification format; email draws from the email address on file.
  • Default SMS/Text Number enter the text number using the format 1235554987 (area code and no hyphens)
  • Default SMS/Carrier - select the carrier from the list; if the patron's carrier is not listed contact PLS for assistance. If the patron does not know what carrier they have, have them send a text to a library email (compose a text, and in the area where the erecipient's number would go, enter the email address). The message will include carrier information.

Mailing vs. Physical Address

Add Multiple Addresses

Statistical Categories

Register patron form


WebClient_RegisterPatron.jpg

Patron Online Account > Preferences

Open Holds List

Place Hold

From Patron Account

  1. Retrieve the patron account
  2. Click Holds
  3. Click Place Holds
  4. Search for titles
  5. For selected title click Place Hold
  6. Check to make sure the patron's hold notification preferences are checked
    • There have been some issues with the web client where notification preferences do not appear in the patron's user settings so remain unchecked in the place hold form
  7. Click Submit
    • There is a current issue where the web client "remembers" where the cursor is positioned in the place hold screen and is in the same place on the hold confirmation screen - halfway down the screen. You will need to scroll up to view the confirmation message and see other navigation options.
  8. Continue to search/place more holds, or click out of the holds function

From the Catalog

  1. From an item in a catalog search results list, or the title details, click Place Hold
  2. In the Place Hold form, scan the patron barcode, or click Patron search to retrieve the patron by name
    • In the search pop-up, enter the patron's name or other search criteria
    • Select the patron from the search results
    • Click Select
  3. Make sure the patron's name and hold notifications display
  4. Click Submit

Patron Place Hold

Edit Holds

Pickup Library

Pickup library can be changed while the hold is in any status, including Readt for Pickup. If the hold is Waiting for Copy or Waiting for Capture, changing the pickup library will be seamless. If the hold is In Transit, the item will arrive at its original pickup destination and on check in it will be routed to the new destination. If the item is Ready for Pickup on a hold shelf, the status will change to "wrong shelf" and there is no other alert to the original pickup library. The item will need to be scanned in check in to put it in transit to the new library. If a library changes the pickup up location for a ready for pickup hold, they should contact the original library. Patrons can also change the location, but do not know to contact the library.

  1. Select the hold(s) to edit
  2. Click Actions
  3. Select Edit Pickup Library
  4. In the pop-up box, select the desired new pickup library
  5. Click Submit
  6. Verify the updated pickup library in the open holds list

WebClient_Patron_Holds_EditPickupLib.png

Notification Settings

Any changes to notification methods and numbers for exisiting holds must be made manually. Updating a patron's general contact information will not alter hold records.

  1. Select the hold(s) to edit
  2. Click Actions
  3. Click Edit Notification settings
  4. In the pop-up select the notification type AND add the value
    • Email draws from the email address on file
    • Phone # should be enteretd in the format 555-123-4567
    • Text/SMS # should be entered in the format 5559876543
  5. Click Submit
  6. Verify the updated notifications in the open holds list

WebClient_Patron_Holds_EditNotifications.png

Hold dates

Activate/Suspend

Mark Missing

Find Another Target

Cancel Holds

Basic Cancel Holds

Cancel "Ready for pickup" holds

View Canceled Holds

Detailed View

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r3 - 08 Apr 2019 - 15:04:04 - LindsayStratton
 

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