Shirley's Blog

Complete the Request worksheet and submit to III helpdesk
When III notifies us that the Request rule file is ready, review it to verify that they entered data as we requested. Contact helpdesk if needed to make updates or corrections. We don't have write access to this file because we have not purchased ASAA
Configure Hold Pickup Locations table in Millennium Circulation
Review and configure the following WWW options:
REQUESTING: (page #106928)

• BIBREQUEST: false (required to prevent requests on bibs with no attached item or order records (mostly electronic resources)


• REQUEST: Request this item|system|home|Y

• BUT_PAT_HOLDS (accept default and set to inactive)


• BUT_UPDATE_HOLDS (accept default)


• CHANGE_HOLD_LOC (true)


• FREEZE_HOLDS (false)


• HOLD_MSG_SIMPLE (F)


• ICON_SORTPUDATE (add title attribute)


• ICON_SORTREQDATE (add title attribute)


• SEEPUDATE (true)

Configure the following System/OPAC options:
Requests: Which item (ANY)
Requests: Pickup location (Patron home library)
Requests: Patron Eligibility determined by (P TYPE)
Requests: Eligible patrons (list of eligible P TYPEs)
Requests: Message for patrons denied access (customized)
Requests: Amount to charge (Not set)
Requests: Message to agree to charge (N/A)
Patron can cancel own holds (Yes)
Enable request button suppression for non-requestable materials (Yes)

Configure following System/Circulation options:
042 > Holds: Number of holds before minimum use used for due date (blank)
043 > Holds: Number of holds before purchase alert(3)
044 > Holds: Additional patron fields to show in requests(NONE)
045 > Holds: Print hold cancel notice when cancelling hold(ALWAYS)
046 > Holds: Title level hold even if only one copy (NO)
047 > Holds: Display barcode of items on holdshelf (NO)
048 > Holds: Streamline multiple holds for 1 patron(YES)
049 > Holds: Give precedence to local holds(NO) -- no required when HOLD_MSG_SIMPLE = F
050 > Holds: Allow multiple title-level holds for one patron(NO)
074 > Notices: Print pickup by date on pickup notices(YES)
075 > Notices: Print HOLD NOTE on hold pickup notices(N/A)
082 > Hold Cancel Notice: Not wanted after date past: Text #(SUPPRESSED)

Review and edit the following elements in the Millennium Circulation Loan Rules table:
Holdable
Home Pickup

Review and edit the following customizable WebOPAC forms:
Book Cart Form: viewsaves_web.html
Request Verification Form: pverify3_web.html
Batch Requesting Form: pverify4_web.html
Pickup Location Selection Form: pickuploc_select.html
Request Results Form: request_result.html
Single Request Item Selection Form : item_select.html

Holds Tab in Millennium Login Manager-Controlled Options (page #104043)
Allow bib level holds on bibs with only 1 attached item (Yes)
Allow bib level holds on bibs with no items and no orders (Yes)
Show hold alert during receiving (No)
Limit pickup locations to those in the Hold Pickup Locations table (Yes)
Default not wanted after date: 7 days