[OPEN-ILS-GENERAL] Checking out holds to an alternate patron

[Tina Ji (Project Sitka)]

Thanks, Kathy. Our libraries will love it.

Added my thought below. Hoping it may further facilitate the front line staff.

> - If an item from the hold shelf is checked out to another patron,
> staff receive a prompt saying that the item is on hold for somebody
> else. This alert should display the name of the person for whom the
> item is on hold.

On the prompt, add a link on the person's name to retrieve the account  
in a new tab. This will help staff check whether there is any note or  
alert or similar message in the account allowing the hold to be pickup  
up other people (to address the privacy issue).


> - This prompt should provide three options: an option to cancel the
> checkout; to proceed with the checkout and remove the original patron
> from the holds queue; or to proceed with the checkout but leave the
> original patron in the holds queue.


If the 2nd option is chosen, the hold is treated as filled instead of  
cancelled, for accurate stats.



> - The system should continue to use the same permissions it does today
> to determine if staff is authorized to proceed with the checkout by
> overriding the alert or authorized to cancel the hold.
>
> We aren't looking to give staff the ability to do anything they can't
> already do. We're basically trying to remove some of the steps required
> to complete the transaction.
>
> Before moving further on this project, I wanted to throw the idea out
> to the community to see if others would view this additional option on
> the prompt as an acceptable workflow improvement.
>
> Thanks!
> Kathy
>
> -- 
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> klussier at masslnc.org
> Twitter: http://www.twitter.com/kmlussier



Tina Ji
1-888-848-9250
Trainer/Help Desk Specialist
BC Libraries Cooperative/Sitka