Interested Users
POL CREATION
- When creating the PO line, click the Interested Users tab.
- Under Search for a User, type the user's email address. When the user's name appears, click it so that it is entered into the box.
- Important - These options must be checked correctly in order for the user to receive a notification when their item is available:
- Ebooks - check "Notify user upon receiving/activation".
- Print/Physical materials - check "Hold Item".
PRINT RECEIPT AND CATALOGING
The item can be received and cataloged as usual. However, the POL number must NOT be removed from the item record. If it is removed before the item is scanned as Done, the hold will not be created for the user.
A Hold will be created for the patron on the item at the time that the item is scanned Done in ACS.
If there is a patron notification streamer in the book, make sure the message "Patron physical item request” appears when scanning it Done.
Circulation staff will place the item on their hold shelf when it is scanned into their unit.
EBOOK ACTIVATION
Activate the portfolio from the Resources / Manage Electronic Resources Task List.
Important - After activating the portfolio, be sure to choose Done from the ellipses on the task list for that portfolio. This will trigger the email notification to be sent to the user.
The email notification includes a link to the record for that title in the catalog as well as the ertech email address, in case the user runs into any access issues.
