My wish list
The My wish list functionality allows customers to create a list of titles that they want to borrow in the future.
Add a title to the wish list
A title can be added to the wish list from the catalog via the Add to list button. Once the button is clicked the following screen appears:
The Add button puts the title on the wish list. The customer can immediately click through to the list. Adding the same title to the list twice is not possible. If this is attempted, a message that reads "Title was already on your wish list" will appear.
Once a title that is on the wish list is borrowed, it disappears from the list.
Wish list features
The following functions are offered from the wish list:
- Place holds
- Go to the title page in the catalog
- Order: move titles higher/lower on the list
- Remove a title from the Wishlist
- Rating a title
- Printing: choice between a compact list or an extended list with images (covers)
- The maximum number of titles that can be printed is 1500.
Place holds on titles via the wish list
Customers can make a reservation directly from the wish list using the Place a hold button.
Multiple holds via the Wishlist
It is also possible to place holds for multiple titles at the same time via the wish list. This must first be enabled by checking the box Customer may submit multiple holds at the same time from the wish list under each applicable library organizations via Wise > Management organizations > Library organizations in the Manager.
Once this functionality is turned on, the option to place multiple holds at once from the wish list will appear. Customers can check multiple titles (1) and then click the Place a hold on selected titles button (2). This button shows in parentheses how many titles have been selected. Customers can also use the drop-down menu to select all titles at once, or to clear their selection (3).
After clicking Place a hold on selected titles a popup screen will open. The following information/options will be available:
- A list of all the titles that are going to be reserved.
- If there are titles that cannot be reserved, this is also indicated on the screen. For example, if customers want to reserve a magazine this requires them to choose a specific edition, so several cannot be reserved at once.
- Possible costs, if applicable.
- Pickup location: this can be adjusted on this screen for all selected titles at once.
- The option to immediately remove the titles that have been reserved from the wish list.
Group and sequential holds in My wish list
Grouped holds overview
Partial and sequential holds can be made in the OPAC when logged in. When more than one hold is selected in the customer's Wish list or Additional lists (Community lists) a modal with grouped hold options will appear.
Libraries can enable or disable the ability for patrons to place grouped holds. In the Manager, to go Management Organizations > Library Organizations. For each library organization, click on the Detail button. In the Library Organizations configuration screen, use the Customer may submit multiple holds at the same time from the wish list checkbox to enable (checked) or disable (unchecked) group holds in the OPAC.
If disabled, the patron will still be able to place holds in bulk on either their Wish List or their Additional (community) lists, Wise community must be enabled for patrons to access the additional lists. If disabled, the patron can place grouped holds (if enabled) and bulk holds on My Wish List.
Note: The HOLDTYP system option must be set to YES in 8.0.1, regardless of whether you want to Enable Group Holds, but it is a temporary system option that will be removed in 8.0.2. This was part of the transition to the new OPAC in 8.0.0.
Select titles for grouped holds
Customers must choose more than one hold from the list of titles in My Wish List or their Additional (community) lists to place grouped holds. To select titles to group, a user must log into My Account in the OPAC. From My Menu, open the My Lists tab. The user's lists are displayed. Choose any list to open the details:
With the details open, select at least two titles from the list and click Place hold at the top of the list to open the Selected items to place on hold screen.
Note: Clicking Place hold on an individual title instead of at the top of the list will open the hold modal for only a single hold, even if more than one item is checked.
Titles can also be removed from lists after the holds have been placed by clicking the Remove items from My wish list after placing hold box at the bottom of the screen.
Ineligible titles
If one or more titles are not eligible for hold, a modal with details about which title(s) is ineligible appears. Grouped holds can still be placed on the remaining items in the list.
Place group holds
The following options are available when placing grouped holds:
| Option | Description |
|---|---|
| Standard | Selecting Standard places holds on the selected items, with no special grouping. The holds will be fulfilled whenever they become available. Standard holds are available for patrons whether or not grouped holds are enabled. |
| Partial group |
Partial group holds will fulfill the first hold request in the group when it becomes available. When the first request is fulfilled, all other hold requests in the group will automatically be canceled. Partial group holds are useful for patrons who need one item, but the item can be any format or can be a single book from a group of titles on a similar subject. It helps speed hold fulfillment for the patron. |
| Sequential |
Selecting Sequential holds will fulfill the selected titles in order as specified by the patron. Customers can adjust the order of the sequence before the group hold is placed. After one hold request has been filled and the item checked out, the next hold will fill once the item is checked back in. Sequential holds are useful for book series, to ensure that the patron receives the items in the correct series order, and doesn’t receive them too early. |
Note: Due to the nature of grouped holds, patrons cannot pause any holds within a partial or sequential group hold, either during hold creation or editing existing holds.
Manage group holds
If a customer has placed more than one type of hold, the My holds screen can be sorted by hold type. To view all of the holds within a type, and manage the holds, click on the hold type:
Manage standard holds
Customers can also select a set of standard holds from the My Holds screen and move the holds to a new group. They can choose either partial or sequential hold types, but they cannot move standard holds to existing groups.
Manage partial holds
The following actions can be taken on partial holds:
- Delete one or more partial holds
- Update the pickup location for one or more partial holds
- Move one or more partial holds to a standard hold
- Pause/unpause one or more partial holds
- Move two or more partial holds to sequential holds
Note: A new group is created if holds are moved to partial or sequential hold types. Holds cannot be moved to an existing group.
Manage sequential holds
Customers can only move sequential holds to a new hold type if all of the active holds are selected. Pickup locations can be updated on one or more sequential holds without impacting the hold sequence. Pausing and unpausing sequential holds can also be done without impacting the sequence order.
Because of the nature of sequential holds, deleting holds in different positions of the sequence can have different effects on the sequential group.
| Deletion | Impact |
|---|---|
| Delete the last one or more holds in a sequence |
Sequence remains the same for the remaining holds. Example: 7 sequential holds have been placed, and holds 5, 6, and 7 are deleted. Holds 1-4 remain. |
| Delete the first one or more holds in a sequence |
Sequence numbers are updated. Example: 7 sequential holds have been placed, and holds 1, 2 and 3 are deleted. Holds 4-7 remain, but their sequence numbers are updated to 1-4. |
| Delete a hold in the middle of a sequence |
There will now be two unrelated sequential hold groups. Example: 7 sequential holds have been placed, and holds 3, 4, and 5 are deleted. There are now two unreleted sequential hold groups.
|
| Delete the second hold of a sequence |
The first hold is no longer seen as a sequential hold. Example: 7 sequential holds have been placed, and hold 2 is deleted. Hold 1 is no longer seen as a sequential hold (since no hold is waiting for it and it is not waiting on any other hold) and displays in the standard holds page. |