Hold Groups: add option to upload csv file to add multiple patrons at one time

[Susan Morrison]

Wishlist

It would be helfpul if there was the option to upload a CSV file (like in Item Status) of patron barcodes, so patron barcodes don't have to be entered one at a time before adding to a hold group.

Use case: A staff member wants to move multiple patrons from Hold Group 1 to Hold Group 2. The best workflow option now is to download the CSV file from Hold Group 1 and then copy the patron barcodes one at a time to add to the patrons to Hold Group 2. It would be more efficient if the staff member could upload a list of barcodes to add all at once.

[Michele Morgan (mmorgan)]

Marking Confirmed.

There is a workaround that allows uploading csv data to Hold Groups, though it's convoluted.

A Hold Group is a type of user bucket. With the Hold Group's bucket id number, it can be retrieved as a "Shared Bucket" in the general User Buckets interface. In Pending Users, there is an option to upload a csv file of patron barcodes.