Patron Status: Difference between revisions
(Created page with " ==Circulation Abilities for different Patron Statuses== ===Blocked, Barred, and Collection statuses=== There are some situations where we want to be able to perform certain c...") |
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! scope="row" | Blocked | ! scope="row" | Blocked | ||
| Requires Override || Not Allowed* || Allowed || Not Allowed || Allowed | | Requires Override || Not Allowed* || Allowed || Not Allowed || Allowed** | ||
|- | |- | ||
! scope="row" | Barred | ! scope="row" | Barred | ||
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Notes: | Notes: | ||
* Scenarios above that are marked with an asterisk will encounter a Standing Map Policy CheckOut: Error. See details below. | * Scenarios above that are marked with an asterisk will encounter a Standing Map Policy CheckOut: Error. See details below. | ||
* Blocked patrons can renew online in the old OPAC, but not the Enterprise OPAC. Seeking solution --[[User:Celledge|Celledge]] ([[User talk:Celledge|talk]]) 12:16, 1 August 2017 (PDT) | |||
* The online circulation functions only apply to our physical catalog and does not necessarily apply to OverDrive and other downloadable catalog offerings. | * The online circulation functions only apply to our physical catalog and does not necessarily apply to OverDrive and other downloadable catalog offerings. | ||
Revision as of 12:16, 1 August 2017
Circulation Abilities for different Patron Statuses
Blocked, Barred, and Collection statuses
There are some situations where we want to be able to perform certain circ tasks for "blocked" patrons. For example, a patron may call a branch to ask for a hold, and indicate that they will settle up their account when they come in to pick up the hold. Below is a table of what staff can do for patrons in WorkFlows, and what patrons can do in the online catalog.
| Place Hold (WF) | Checkout (WF) | Renew (WF) | Place Hold (Online) | Renew (Online) | |
|---|---|---|---|---|---|
| Blocked | Requires Override | Not Allowed* | Allowed | Not Allowed | Allowed** |
| Barred | Not Allowed | Not Allowed | Not Allowed | Not Allowed | Not Allowed |
| Collections | Not Allowed* | Not Allowed* | Not Allowed* | Not Allowed | Not Allowed |
Notes:
- Scenarios above that are marked with an asterisk will encounter a Standing Map Policy CheckOut: Error. See details below.
- Blocked patrons can renew online in the old OPAC, but not the Enterprise OPAC. Seeking solution --Celledge (talk) 12:16, 1 August 2017 (PDT)
- The online circulation functions only apply to our physical catalog and does not necessarily apply to OverDrive and other downloadable catalog offerings.
User Standing Map Policy error
In some instances, staff will encounter a popup error message.
This is not an error per se - but it is confusing additional information that is only helpful for MFRL-IT. The patron is not necessarily in a Barred status, but they are barred from that particular function. The patron has been rightfully denied.
The popup may hinder some circ worker's natural flow for investigating issues. However, the patron information can still be discovered by using the Display User tool in the Users section.