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

[Thomas Berezansky]

action.hold_request has the appropriate fields that are checked as the  
notification options are per-hold.


Quoting Scott Thomas :

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



--
Thomas Berezansky
Assistant Network Administrator
Merrimack Valley Library Consortium
4 High ST, Suite 175
North Andover, MA 01845
Phone: 978-557-8161

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

[McCanna, Terran]

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" 
To: "Evergreen Discussion Group ‎[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

Re: [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
mmor...@noblenet.org


On Mon, Aug 31, 2015 at 4:03 PM, McCanna, Terran <
tmcca...@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
> tmcca...@georgialibraries.org
>
>
> - Original Message -
> From: "Scott Thomas" 
> 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
>
>