Manage library-at-home customers

Library-at-home report

The Library-at-home report displays the current data and settings for each library-at-home customer. This report also provides a recommendation list of potential materials to lend to each customer. Materials from the list can be gathered, checked out to the customer and then delivered to the customer's home. For more information, see Library-at-home service. This report can only be run for one library-at-home delivery person (carrier) at a time, so it must be run for each individual delivery person. 

Change delivery carrier 

When a volunteer or library staff member is no longer a library-at-home carrier, the role has to be removed. Before removing the role, the customer must agree to being assigned a new delivery person.

1. Create a new delivery person.
2. Assign the customers of that delivery person to the new delivery person. To see all customers assigned to the deliverer, sign into the delivery person's account and perform a customer search with the Library-at-home box checked.
3. Remove the delivery role from the original delivery person.
   1. Search for the delivery person and open their record.
   2. Open the Roles tab.
   3. Right-click on the Library-at-home role and select End role.

Pause library-at-home service for a customer 

If a customer wants to temporarily pause library-at-home service, the service can be set to inactive. All of the customer preferences are retained.

To pause library-at-home:

1. In the staff client, search for the customer account and open the record.
2. Select the Notification preferences tab.
3. Click Set next to the Library at home process field.  The Delivery process window opens and the customer should have the delivery code BAH - Library-at-home.
4. Click Continue. An additional detail screen appears.
5. From the Status* drop-down list, select I - Inactive.
6. Click OK.
7. Click Save to save the change.

To resume services, follow the same process, but for step 5, select A - Active.

Discontinue library-at-home service for a customer 

If a customer wants to discontinue library-at-home services permanently, it can be removed as a delivery process.

To discontinue library-at-home service:

1. In the staff client, search for the customer account and open the record.
2. Select the Notification preferences tab.
3. Click Set next to the Library at home process field. The Delivery process window opens.
4. Open the drop-down menu for Delivery code and select the blank line at the top of the list.
5. Click Continue, an additional detail screen appears.
6. Open the drop-down menu for Carriers* and select 0 - Empty.
7. Click OK.
8. Click Save to save the changes.