[OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

[Michele Morgan]

Hi Scott,

To expand on what Terran suggests, you may also want to turn on the
following columns in the staff client hold screens when viewing those
screens in the patron record or on the title:

Email Notify
Phone Notify
Text Notify

This way it's easy for staff to see the notification methods for each
individual hold.

Each notification method can be edited under the Actions for selected Holds
menu, so if you need to change a phone number in a number of existing holds
for the same patron, you can select all holds to change at once.

Hope this helps,
Michele

--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org


On Mon, Aug 31, 2015 at 4:03 PM, McCanna, Terran <
tmccanna at georgialibraries.org> wrote:

> Hi Scott,
>
> The notify-by options for each hold placed are stored in that hold's
> individual record (not in the patron's record). By default, they are set to
> the patron's selected hold notification preferences at the time the hold is
> placed, but those options can be changed either at the time the hold is
> placed or after the fact.
>
> Changing the patron's notification preferences in the account settings
> will not retroactively change what is stored in the holds that have already
> been placed. This is the cause of confusion to many of our patrons and
> front-line staff, as they wonder why the patron's old phone number or email
> address shows up on the hold slip when it has clearly been updated in the
> patron account record. We recommend to our staff that when a patron
> requests a change to their contact information, that they ask the patron if
> they'd like their outstanding holds (if any) to be updated too.
>
> Also, if you have the notify by text option enabled, you may want to add
> that macro to the receipt template since it is not there by default.
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> Atlanta, GA 30345
> 404-235-7138
> tmccanna at georgialibraries.org
>
>
> ----- Original Message -----
> From: "Scott Thomas" <scott at albright.org>
> To: "Evergreen Discussion Group ‎[
> open-ils-general at list.georgialibraries.org]‎" <
> open-ils-general at list.georgialibraries.org>
> Sent: Monday, August 31, 2015 3:31:04 PM
> Subject: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By
>
> Can anyone shed some light on the sources for the Notify By fields in the
> Holds Slip? There doesn't seem to be any correlation between fields
> populated in the patron record (including those under User Settings) and
> the slips produced for these patrons. Some patrons have Notify by phone
> unpopulated on the slip, but populated in Daytime Phone. Notify by email is
> similarly inconsistent. I've been unable to come up with any consistent
> scenarios that produce these results. Can anyone point me in the right
> direction with this?
>
>
> Thank you,
> Scott Thomas
> Lackawanna County Library System
> Scranton, PA
>
>
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