[Wactclc-alma] [External] RE: Patron notes

Herman, Amy aherman at olympic.edu
Tue Nov 21 12:21:11 PST 2017


We are using the new UI but decided our student workers at the circ desk might not notice the Notes, and still be better off with popups.  Our student workers also have roles that allow them to override blocks and edit patron records.  The only type of Block/popup description that was set up in our system was "Demerit" but we discovered you can set up different types of Block descriptions which is helpful in deciphering the Block notice.  For example, we created an "Update user information" Block description:

[cid:image003.png at 01D362C3.36FECF50]


Now the popup shows up like this with a more appropriate explanation:

[cid:image004.png at 01D362C3.36FECF50]

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256



From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nina Pitts
Sent: Tuesday, November 21, 2017 12:08 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [External] RE: [Wactclc-alma] Patron notes

That will be helpful! I wonder if others were requesting this feature too, and ExLibris decided to address it through the new UI. Thanks for researching this, Shellie!

Nina

Nina Pitts
Library Supervisor
Peninsula College Library/Media Center
1502 E. Lauridsen Blvd.
Port Angeles, WA 98362
(360) 417-6274
npitts at pencol.edu<mailto:npitts at pencol.edu>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Whittaker, Shellie
Sent: Tuesday, November 21, 2017 11:57 AM
To: WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>)
Subject: [Wactclc-alma] Patron notes

Following up on today's discussion about patron notes.

The patron notes don't pop-up (and require a response by the operator), but in the new UI they do display prominently when you access an account via Manage Patron services.  They aren't hidden on a separate tab like they were in the old UI.


[cid:image005.jpg at 01D362C3.36FECF50]


[Title: Big Bend Community College Logo]

Shellie Whittaker
WACTC Library Consortium Services Coordinator
Big Bend Community College
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu>

360.452.5264

www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299



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