[OPEN-ILS-GENERAL] Question regarding patron phone numbers for holds

[Kathy Lussier]

Hi all,

Just a bit of clarification on the holds notification number. The 
daytime phone number is indeed the phone number that will show by 
default on the "place hold" screen for the patron, and this is where you 
will want to migrate the primary phone number for your patrons.

However, the patron can change the default holds notification number in 
their patron preferences, and that number may have no relationship with 
any phone number listed in the patron's record. In addition, at the time 
of placing the holds, the patron may also change the hold notification 
number that is used for a specific hold. For example, imagine a 
situation where a patron uses their daytime phone number by default, but 
is placing holds while they are spending a few weeks in their vacation 
home. They may choose to change the phone notification number for those 
holds that they expect will arrive while on vacation.

Once a hold is placed, the hold notify number is stored with the hold 
itself and has no ties with phone numbers in the patron record. This can 
sometimes be a training issue for staff when a patron changes the 
daytime phone number in his/her record. Updating the daytime number will 
not update the hold notify number for those holds that have already been 
placed, and staff need to take an extra step of looking up the patron's 
existing holds to see if the number needs to be updated there as well.

It's probably more information than you need for your migration, but I 
thought I would mention it since new libraries are often confused when 
they see phone numbers on the holds slip that don't match any numbers in 
the patron record.

Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

On 6/19/2013 4:22 PM, Sharon Campbell wrote:
> Evergreen uses the daytime phone #. I have noticed if there is no 
> phone # in the daytime slot, but numbers in either or both of the 
> others our holds slips do not print a phone #. There has to be a 
> number is the daytime slot to show on the holds slip.
>
> Sharon Campbell
>
> Fayette County Public Library
>
> 1821 Heritage Park Way
>
> Fayetteville, GA. 30214
>
> Library Main Number 770-461-8841
>
> scampbell at fayettecountyga.gov
>
> My Direct Number 770-305-5332
>
>
> ------------------------------------------------------------------------
> *From:* open-ils-general-bounces at list.georgialibraries.org 
> [mailto:open-ils-general-bounces at list.georgialibraries.org] *On Behalf 
> Of *Deana Cunningham
> *Sent:* Wednesday, June 19, 2013 4:07 PM
> *To:* open-ils-general at list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Question regarding patron phone numbers 
> for holds
>
> Hi,
>
> We are working on migrating our patron data from our old system into 
> Evergreen. We have a number of patrons with three phone numbers, and 
> Evergreen accommodates that very well. However, we are wondering what 
> information Evergreen provides when hold notices are triggered - 
> daytime phone, evening phone, other phone or all three?
>
> Thanks,
>
> Deana Cunningham
> Branch Manager, South Branch Library
> 1550 S. Campus Dr.
> Creedmoor, NC 27522
> Phone: (919) 528-1752
> Fax: (919) 528-1376
> deana.cunningham at granvillecounty.org

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