In Polaris it is simple to change the branch pick up location for a hold. Follow these instructions:
1. The status has to be "HELD", meaning that it's on our hold shelf waiting to be picked up.
2. Go to Circulation, select Patron Status.
3. Do a search for the patron, you can search by name or barcode.
4. Once you've located the patron, go to their Requests (look for the hand holding the book icon on the left). This should give you a list of their holds, along with the status of each hold. Status MUST be HELD.
5. Highlight the title that you would like to change, then double click to open it. This will open the Hold Request workform.
6. Up at the top you should see a field for "pick up"
7. Change the pick up location to the branch where the patron would like to pick up their hold.
8. Once you're done, the status will automatically change from HELD to Shipped.
9. Don't forget to Save.
10. Put a pink hold slip on it and circle the branch where it's going
11. Finally, put the item on the reserve cart or walk it back to the workroom and put it in the appropriate bin.
In the PAC, when patrons place holds for themselves the default pick up location is the patron's library. The patron's library is where they first registered to get their library card. If they registered at AR and use AR, this would not be a problem. However, for most where they registered may not necessarily be the branch that they use. If patrons do not realize this, then I foresee us having to change their branch pick up location quite often.
Wednesday, January 6, 2010
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