{"id":3348,"date":"2021-07-30T11:40:54","date_gmt":"2021-07-30T17:40:54","guid":{"rendered":"http:\/\/support.prl.ab.ca\/?p=3348"},"modified":"2021-07-30T11:40:55","modified_gmt":"2021-07-30T17:40:55","slug":"borrow-by-mail-process-in-polaris","status":"publish","type":"post","link":"https:\/\/support.prl.ab.ca\/index.php\/2021\/07\/30\/borrow-by-mail-process-in-polaris\/","title":{"rendered":"Borrow by Mail Process in Polaris"},"content":{"rendered":"\n

The process to sign up a patron for \u201cborrow by mail\u201d is fairly simply. Please see the following steps. <\/p>\n\n\n\n

  1. You must ensure the patron code is \u201cborrow by mail -allowed\u201d you can do this in the patron registration. Then click save. <\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    1. The patron must place the hold via the PAC.  <\/li><\/ol>\n\n\n\n
      1. When they place a hold they will see a check box saying \u201cplease mail this to me\u201d. They must check this for every hold they place. <\/li><\/ol>\n\n\n\n
        \"cid:image004.jpg@01D7851D.B155E060\"<\/figure>\n\n\n\n
        1. Library staff will see \u201cborrow by mail\u201d hold on the picklist as it is identified by an envelope icon. Library staff will check in the hold as normal. <\/li><\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
          1. If staff are placing holds for patrons they can add a Staff Display Note to the holds request. This will NOT produce an envelope icon<\/strong> on the pick list, but staff will see the note when the item is checked in. <\/li><\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            1. This item will be transferred to the patrons registered library. This is an unchangeable process within the Polaris software. <\/li><\/ol>\n\n\n\n

              If Libraries would like to forgo the Polaris procedure and mail the items directly, that is acceptable. To do so:<\/strong> <\/p>\n\n\n\n

              1. Identify \u201cmail-to\u201d holds by finding the envelope icon on your pull list <\/li><\/ol>\n\n\n\n
                1. Instead of checking in the hold, go to the pick list and click on the item, which will open the hold request. <\/li><\/ol>\n\n\n\n
                  1. In the top right of the hold request you will find the patron barcode, click to open the patron record. <\/li><\/ol>\n\n\n\n
                    1. Directly check out the item to the patron (extend the due date, to include mailing time) <\/li><\/ol>\n\n\n\n
                      1. Locate the patron\u2019s mailing address by hovering over the (I) icon  <\/li><\/ol>\n\n\n\n
                        1. Libraries that receive a borrow by mail item in the grey bin, or pull their own patrons item, will receive a \u201cBorrow By Mail\u201d hold\u2019s notice when the hold is checked in.  <\/li><\/ol>\n\n\n\n
                          \"\"<\/figure>\n\n\n\n
                          1. The hold slip print display will contain the patron\u2019s information including: Patron name, item information, phone and address information, and the Borrow by Mail hold notes <\/li><\/ol>\n\n\n\n
                            \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

                            The process to sign up a patron for \u201cborrow by mail\u201d is fairly simply. Please see the following steps.  You must ensure the patron code is \u201cborrow by mail -allowed\u201d you can do this in the patron registration. Then click save.  The patron must place the hold via the PAC.   …<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[43],"tags":[],"class_list":["post-3348","post","type-post","status-publish","format-standard","hentry","category-polaris"],"_links":{"self":[{"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/posts\/3348","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/comments?post=3348"}],"version-history":[{"count":1,"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/posts\/3348\/revisions"}],"predecessor-version":[{"id":3356,"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/posts\/3348\/revisions\/3356"}],"wp:attachment":[{"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/media?parent=3348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/categories?post=3348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.prl.ab.ca\/index.php\/wp-json\/wp\/v2\/tags?post=3348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}