Hold Pickup Slip Options Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Hold pickup slip options.

When enabled, the hold pickup slip prints automatically when an item’s status becomes Held at a circulation transaction. This slip is intended for use in libraries that allow patrons to pick up their own held items. The hold pick-up slip is inserted in the book so that the patron’s name or barcode in a specified format and the pick-up date are visible on the shelf. By default, this slip is printed horizontally on the receipt paper, and requires a line mode (not dot matrix) receipt printer. Vertical printing settings are also available. You can also choose to append the pickup slip to the default hold slip, to the hold call slip, or both.

In the staff client, you specify the workforms from which the hold pickup slip can be printed. See Setting Up Receipt Printing from Workforms.

For descriptions and setup information about Polaris receipts and slips, see Setting Up Circulation Receipts.

Hold Pickup Slip Dialog Box - Options Tab

Use the Hold Pickup Slip dialog box to:

• Enable pickup slip - Select (check) to enable hold pickup slips.

• Append hold call slip - The check box is available for selection only if the Append hold call slip to pickup slip is selected under Hold slip combined. (The option is available only when the Hold Pickup Slip Options dialog box is opened at the System level.)

• Print options:

• Print full patron name - When this option is selected, the patron’s full name is printed on the pickup slip.

Note:
Printer limitations restrict the name to approximately 38 characters, depending on the width of the characters and the printer model. Very long names may be cut off even if you specified the full patron name. If you set the number of characters to 1, only the first character of the last name is printed.

• Print__characters of patron last name - If you want only a portion of the patron’s name to print, select this option and select the number of characters.

• Print ___digits of the patron barcode - If you want the barcode to print select this option and select the number of barcode digits to print.

• Large print - Select this option to print the barcode in large type.

• Hold slips combined options:

• None - This is the default. When this option is selected, the hold call slip, pickup slip, and in-transit slip are printed separately.

• Combine hold pickup and in-transit slip - Select this option to combine the hold pickup slip and the in-transit slip.

• Append hold call slip to pickup slip - Select this option to append the hold call slip to the pickup slip. See Setting Up Circulation Receipts.

• Orientation options:

• Horizontal (default) - The hold pickup slip is inserted in the material, exposing the patron name and pickup date. The material is shelved so that the slip extends horizontally from the material.

• Vertical - The hold pickup slip is a wrapper that is typically taped to the spine of the material. The pickup date is printed horizontally at the top and the patron’s name is printed vertically down the slip. Any additional content is printed in small type under the pickup date.

• Tag - The hold pickup slip is inserted into the material. When the slip is inserted, the patron name and pickup date are exposed at the top of the slip, printed horizontally, and the “tail” of the slip is inside the material. The material is shelved so that the slip extends above the material. Any additional content is printed in small type under the item barcode.

• Trailing blank lines - Specify the number of blank lines to insert on the right side of horizontal slips or the bottom of vertical slips. This setting determines the length of the blank “tail” that is inserted into the book.

For more information, see Set up hold pickup slips.

Hold Pickup Slip Dialog Box - Contents Selection Tab

Select the fields that you want to be printed on the hold pickup slip in the Options list, and click Add. See Set hold slip options.

• last four digits of the patron’s phone number - The numbers are printed after the patron’s name, if you chose to print the name, in the same large font. The system uses the last four consecutive digits of the Voice phone 1 field in the patron record.

• Title - The item’s title is printed in normal weight, smaller characters.

• Item barcode - The item barcode is printed.

• Pickup branch abbreviation - The pickup branch abbreviation, if selected is printed on all holds pickup slips, regardless of format, at the top of the slip. On horizontal slips, the branch abbreviation is printed above the patron name in bold capital letters the same font size as the date.

• Unclaimed date - The unclaimed date.

Note:
Libraries that process items for holds centrally, sorting held items by pickup branch, may want to select the pickup branch abbreviation option to print at the top of the holds pickup slip for ease in sorting.