Set up Outreach Services for a Patron

To set up and start outreach services for a patron:

Important:
Since title selections for an outreach services patron can depend on what the patron has checked out in the past, reading histories are automatically activated for outreach services patrons even if your branch does not normally keep patron reading histories. See Working with Reading Histories.

  1. Display the patron’s record in the Patron Status workform, using one of these methods:
    • From the Patron Registration workform, press F9.
    • From the Polaris Shortcut Bar, select Circulation, Patron Status (or press F6). Use the Find Tool to find and open the patron’s status record. See Find patron services and related records.

The Patron Status workform opens to the Items Out view.

  1. Select View, Reader Services or click ReaderServBtn.gif to display the Reader Services view.

Note:
You need the Circulation permission Patron status: Modify reader services to do the next steps in this procedure.

  1. Select (check) Outreach Services to designate this patron as a participant.
  2. Type or select the number of items the patron should receive in the Number of Items to Send box.

This setting is for information only and does not affect any automatic processing.

  1. To indicate that the patron should review the list of items before delivery, select (check) Patron Selections Only.

For more information about this workflow, see Process items for an individual patron .

  1. Indicate whether items already in the patron’s reading history can be sent again:
    • To allow the same items to be re-sent to the patron, select (check) Allow previous items to be re-sent, and specify the number of months that must elapse before an item is eligible to be re-sent. You can enter up to 120 months. Checking this option may be useful if the “patron” is an institution. You may want items to be re-sent so that more people at the institution can use them.
    • When this option is unchecked (cleared), items appearing in the patron’s reading history will not be included in the patron’s selection list.

Note:
If an item or bibliographic record is deleted, the entry remains in the reading history.

  1. (Optional) Type a note regarding this patron’s services in the Note box. You can enter a maximum of 255 characters.
  2. Select File | Save to save the settings, and continue with the set-up.

See also: