Link from a Bibliographic Record to Outreach Services Patrons

You can link from a bibliographic record to the patron records of outreach services patrons with linked items in their reading histories. If you are searching for items for an outreach services patron, you can use this method to see if the patron has already read the title, without opening the patron record and sorting though the patron’s reading history.

Note:
This feature is available if Outreach Services is licensed for your log-on branch. You need the system-level Circulation permission ORS: Link from bibliographic record: Allow to use this feature.

To link to an Outreach Services patron record from a bibliographic record:

  1. Select Links | Outreach Patrons from the Bibliographic Record workform, or right-click a bibliographic record in the Find Tool search results list and select Links | Outreach Patrons from the context menu.

The list of linked outreach services patron records appears if one or more items are included in a patron reading history and the patron’s outreach services status is Active. (If you select Links, Outreach Patrons and no qualified patron records are linked to the bibliographic record, a message is displayed instead. If only one patron record qualifies for display, the record is opened in the Patron Status workform - Reader Services view.) The list includes patron names, registered branches, ratings if available, and last check-out date.

Note:
The patron’s outreach services status must be Active to appear in the list.

  • If the patron has checked out an item more than once, the entry appears multiple times.
  • If the title is removed from the patron’s reading history, the link is not displayed in the list.
  • If the item record status is Deleted, the entry remains in the patron reading history and the link from the bibliographic record is still displayed in the list. When the item record is purged, the link is no longer displayed in the list.
  1. To work with a patron record, right-click a patron listing to open a context menu of circulation and patron status options.

For example, if you select Status from the context menu, the Patron Status workform - Reader Services view opens.