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 
tmcca...@georgialibraries.org 


----- Original Message -----
From: "Scott Thomas" <sc...@albright.org>
To: "Evergreen Discussion Group ‎[open-ils-general@list.georgialibraries.org]‎" 
<open-ils-general@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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