How to change pick up location of a hold already on your shelf

 So the patron got a notice their hold was at your library.  They call and want you to send it to another library instead.  What do you do?

1.  Check out the item to yourself.  Screen will tell you the item is on hold for someone else, do you want to continue?  Say yes to override the original hold, and CKO.  Say yes to renew the borrower's request (this will put them back in the same place in the queue).

2.  Go to your patron's record.  

3.  From the CKO screen file menu select Borrower -> Request. 

     a. Highlight the item that needs the hold pickup location changed. Choose Edit. 

     b. Set pickup location to requested branch and save.

4.  Check in the item  (exempt) and it should trigger a hold for the original patron to go to the new location.

This can be done as a batch for a single customer,  but it will only work for items that have the same status (ex: all items in transit have to be batched together, items requested together, items hold together).  

9/2020

SMS (text) messaging

SJVLS libraries now offer SMS text messaging notification of holds, overdues, and general messages.  This is an opt in service, it will not be automatically applied.

There are 2 ways this can be set up:  either by staff in Horizon (the choices are under the phone number), or by the customer in the My Account section of Enterprise.

or

Some things to know:

• When an SMS HOLD message is sent there will be no phone, email or print message sent.
• When an SMS OVERDUE message is sent, customers will get *both* the SMS and their standard way of notification.
• "General” message examples are “Game of Thrones Season 5 was returned without disc 4” or “Your claimed return item, Game of Thrones Season 5 has been located on the shelf and checked in.”  The ability to add these messages will be added to some staff accounts soon (more on this to come).
•   In Horizon, only check SMS options for mobile phones (“m” or “m-no”), even though the options appear for “home” or “other”.  Checking SMS for home or other phones will do nothing.
• If a customer wants both email and SMS, set up the phone type as ‘m-no’.  If SMS and a phone message to their home phone is wanted, set mobile phone as ‘m-no’ and add a home phone number with the ‘h’ designation.
• Holds for eBook or eAudio items may be placed via Enterprise, but customers will not get a text message; they will get their usual email notification.
• The phone number the text messages are sent from is 8559132458.

  

 1/2020

Horizon auto-renewals

Horizon will now automatically renew items that are normally renewable items (not New & Now, etc).  It will do this if there are no holds on the item.

If a patron wants to opt out of having this service, simply uncheck the box at the very end of the borrower record:

11/2019

My List feature in the Enterprise catalog

The My List feature in Enterprise is designed so the user can create a temporary list of titles from their search results. Users can view the list, place holds on items in the list, sort it, add or remove items from the list, move items to a different list, or email the list. However, if they want to save the list for future reference, they must first login into their account. Otherwise, the titles will only be saved to My List for that particular Enterprise session.

• In Enterprise, click Login in the top right hand corner of the screen.
• Enter your library card barcode & PIN#. Click the Login button.
• Search the catalog.
• Click the Select an Action drop down next to an item you want saved. Choose Add to My Lists. A pop up screen will appear letting you the name of the item and that it was added to Temporary List.  To search for more items, close the pop up window.
• To review the list, click My Lists at the top right of the screen.

To save a Temporary List, follow these steps:

• Make sure you are logged in to your account.
• Open My Lists. Your Temporary List will be listed.  
• Click the Select an Action drop down and choose Save Temporary List.
• In the pop up box name your list and click Save.
• Your saved list will appear in the left hand column with the number of items in the list in parentheses.

There are other things you may do with items in your saved lists.  These include placing holds, deleting specific items, emailing, printing, moving items from one list to another, and copying the item to another list.  These functions are all done from the Select an Action dropdown.

4/2018