Chapter 36. Patron Search from Place Hold

Table of Contents

To use Patron Search From Place Holds:

Patron Search from Place Hold allows staff members, when placing a hold on behalf of a patron in the web staff client, to search for patrons by names and other searchable patron information, rather than relying on barcode alone.

To use Patron Search From Place Holds:

  1. After performing a search in the catalog, staff will retrieve a bibliographic record.
  2. Click Place Hold either in the search results or within the detailed bibliographic record. The Place Hold Screen will appear. Note: this feature also appears when placing volume level holds and copy level holds.

    media/PlaceHold-0.JPG
  3. Next to Place Hold for patron by barcode, click on Patron Search. Please note that Patron Search will only appear in this interface when using the web-based staff client. It will not appear in the patron-facing OPAC.

    media/PlaceHold-1.JPG
  4. A dialog box will appear with the patron search interface used elsewhere in the staff client. By default, the search scopes to your workstation org unit, and you can search by patron last name, first name, and middle name.

    media/PlaceHold-2.JPG

    Clicking the arrow icon to the right of Clear Form can either expand or condense the searchable fields display which includes other patron information.

    media/PlaceHold-3.JPG
  5. To search for a patron, fill out the relevant search fields, and click Search or hit ENTER on your keyboard. Results will appear below in Patron Search Results in the lower half of the screen.

    media/PlaceHold-4.JPG
  6. Click the row of the desired patron account, and click Select.

    media/PlaceHold-5.JPG
  7. The dialog box will close and the selected patron’s barcode will appear next to Place Hold for patron by barcode. This will cause the patron’s hold notification preferences to appear in the relevant fields in the bottom half of the screen. Changes to the Hold Notification preferences can be made before clicking Submit to finish placing a hold for the patron.

    media/PlaceHold-6.JPG
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