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

[McCanna, Terran]

Yes, that is my understanding of it. 

The only thing I might add to your list (if you're training others) is that User Settings changes don't change pre-existing holds.


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>
Sent: Tuesday, September 1, 2015 9:28:48 AM
Subject: Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

   Thank you for replying. Here is what my testing has revealed:

1. If the patron has made no attempt to specify notification options and then they (or a staff member on their behalf) places a hold, the Phone Number will default to Daytime Phone in the patron record as well as the Email Address.

2. If a staff member via the staff client changes the defaults under User Settings in the patron record, this new defaults are present the next time the patron places a hold.

3. If the patron, when placing a hold, decides to change, say, the Phone Number on the hold screen, it is in effect only for that hold and does not update User Settings.

4. If the patron logs in and changes their notification options, it does update User Settings.

Do I have this right?

Scott

-----Original Message-----
From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of McCanna, Terran
Sent: Monday, August 31, 2015 4:04 PM
To: Evergreen Discussion Group <open-ils-general at list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Hold Slip: Source of Notify By

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