Processing Outreach Services Items

When patrons are due for outreach services, as determined by the frequency setting in the patron record and the last date of service, you can generate selection lists of potential titles based on patron preferences and other outreach services settings in the patron record. From the selection list, you determine what specific items are available, and select the items for the pick list. You can check items out directly from the pick list, or place holds on individual items as necessary. When an item is checked out to an outreach services patron, the item is removed from the patron’s pick list. The last service date is automatically updated, and the next service date is calculated based on the schedule you set for the patron. See Set the outreach patron’s delivery options.

You can also set the next service date manually, overriding the system calculation. Select Next Service in the Patron Status workform - Reader Services view, and type or choose another date. You can update the last service date to today’s date. Click the update icon in the Patron Status workform - Reader Services view.

You can select and process items for an individual patron, through the Patron Status workform - Reader Services view, or you can process outreach services items for a group of patrons with the Outreach Services Manager. From a bibliographic record, you can also quickly display a list of outreach services patrons whose reading histories include items linked to the bibliographic record.