Provide setting for honoring patron preferred pickup lib for staff placed holds
Affects | Status | Importance | Assigned to | Milestone | |
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Evergreen |
Fix Released
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Wishlist
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Unassigned |
Bug Description
Evergreen version: master
This is a follow-up to bug 1699838, which is a follow-up to bug 1167541.
We would like a setting allowing sites to override the patron's preferred pickup library for default pickup lib for staff-placed hold.
As a result of bug 1699838, we have a choice between defaulting to the staff workstation library or the patron's home library for a staff-placed hold. However, this default only comes into play if the patron has not set a preferred pickup library.
Copying from the other bug as to the reasons for overriding the patron-selected default:
If a patron is calling or walking into a specific library to ask staff to place a hold on their behalf, in most cases, I think they would expect to pick up their hold at that same library. In many cases, they may not even remember that they had set a default. I'm sure there are cases where a patron is calling another library because their own library is closed, but I would think that's the minority of staff-placed holds for our libraries.
tags: | added: holds |
tags: | added: signedoff |
Changed in evergreen: | |
assignee: | nobody → Galen Charlton (gmc) |
milestone: | none → 3.8-beta |
Changed in evergreen: | |
status: | Fix Committed → Fix Released |
Here's a branch for testing: https:/ /git.evergreen- ils.org/ ?p=working/ Evergreen. git;a=shortlog; h=refs/ heads/user/ dbriem/ lp1759382_ staff_placed_ holds_default_ to_ws_ou
This is a new org unit setting for always using the staff's workstation as the default pickup location for staff placed holds, even if the user has a preferred pickup location set in their account.
The setting applies on staff placed holds in the Angular and Traditional/ Bootstrap catalog. This includes hold group holds.
If this helps when testing, this is the priority order for determining the default pickup location:
1. workstation if circ.staff_ placed_ holds_default_ to_ws_ou pickup_ location placed_ holds_fallback_ to_ws_ou
2. user preferred location if opac.default_
3. workstation if circ.staff_
4. user home org unit
When testing on 3.7+, you might need to watch out for bug 1939426. Basically, when placing holds in the Traditional/ Bootstrap catalog as staff, you might want to make sure you've created at least one hold group so the interface appears (the JavaScript looks for something in the interface and errors out if it's not there), otherwise all of the user settings may not fill in when placing holds for individual patrons.