[Wactclc-alma] [EXTERNAL] - general holds request form in Primo

[Herman, Amy]

Hi S.J.,

You said Display Logic Rules shouldn't interfere but that's where I've been controlling when/how the Requests displays in Primo.

I have an active rule "For user groups xxx: Hide service Hold Request if exists service Hold Request."

I edit it to control which groups do not see the Request button. For us right now this is our community users.  So maybe check to see if you have the same rule activated, and have patron groups listed that you don't want listed?  Likewise, if you have the rule activated but no patron group is specified then it is applying to all of our patron groups, so no patron groups would see the button...

Probably not it, but that's all I can think of right now if your Fulfillment Units allow requests.


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

OC Libraries are OPEN online!  Visit the OC Libraries website<https://libguides.olympic.edu/index> to connect to services and resources.

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Devereux, Saint-Jean
Sent: Tuesday, February 2, 2021 3:21 PM
To: wactclc-alma at lists.ctc.edu
Subject: [EXTERNAL] - [Wactclc-alma] general holds request form in Primo

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Hi All,

We have been trying to set up the General Holds Request but can't get it to display in Primo.
Requesting is not showing up on the full record display as an option after patrons log in.
Charles had gotten it to work, but then it disappeared.
We've looked at the relevant settings in:

Display Logic Rules- don't think rules should be interfering?
Circulation Desk configuration- has holds desk
Advanced Policy Configuration- requestable policy true
Fulfillment Units- fulfillment unit rules allow requests, on shelf request policies allow requests
Terms of Use and Policies- terms of use used in fulfillment unit rules look ok

Is there another setting somewhere that we might have changed, or might have been reverted in a monthly update that would affect this? None of us remembers changing anything that seems relevant.

v/r,


Saint-Jean Devereux
Library Technical Services

Shoreline Community College
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