Learn how to check out items using a delivery process.
Generate the Hold shelf (by delivery process) overview
The Hold shelf (by delivery process) generates the same information as the Hold shelf overview but offers the option to include the delivery method.
- Go to Hold requests > Overviews > Hold shelf (by delivery process). The Hold shelf (by delivery process) requests screen opens.
- Provide overview information. Required fields are marked with an (*) asterisk.
| Field |
Description |
| Branch(es)* |
Choose one or more branch for which to view holds requests. Use ctrl+click to select multiple branches. By default, the branch that is signed in is provided. |
| Source |
Select the source of the hold request. You cannot select multiple sources. Leave this field blank to create a report will all sources.
|
| Delivery process* |
If your library uses delivery processes like Library-at-home, you can select a specific process to display in the report. Use ctrl+click to select multiple delivery processes. |
| Sorting* |
Select the sorting order for the overview. The overview can be sorted by:
- T - Title
- N - Customer Number
- L - Customer Name
- R - Hold Request Date
|
- Click Create report. The report is generated in a new browser window.
The report displays an overview of hold requests by your selected sorting order. The following details are included in the report:
- Hold ID - the hold request ID
- Hold request date - the date the request was placed by the customer
- Date received - the date when the item was received
- Expiration date - the date when the hold request is no longer needed and can be removed from the hold shelf
- Source - where the hold was placed
- Status - the status of the hold request
- Days - the number of days that the item has been on the hold request shelf
Check out
The items must then be checked out using the Check out via delivery process mode.
To check out items using the delivery process mode, go to Check out > Check out > Check out via delivery process.
Note: If you do not turn on the check out via delivery process mode, emails and mobile messages will not be delivered to the customer alerting them of the checkout.
- Scan the material. Wise system will look for the customer's information.
- Select Yes when Lend item to: [customer name and Customer ID] message appears.
- The item is now considered checked out. The customer receipt will print based on the style sheet set up for the branch. Information in customer receipt can be defined in Explanations 1 and 2, as configured in the definition of the delivery process.
- If applicable, the costs related to the delivery process are booked.
- Select Yes to close the lending session.
A list of items that are currently checked out by the customer can be viewed and edited on the My checkouts screen in the web catalog. See My checkouts view for more information.
Send message
Based on how delivery processes have been set up in the Wise configuration manager, an email and/or mobile message can be sent to the customer after the item has been checked out.
To see which messages have been sent, navigate to Customer Administration > Customer > Customer correspondence > Holds.
