Branch Locations

Use this screen to configure multiple pickup locations per branch for hold requests.

By default, the list of Branch Locations will be empty. To add a branch location:

1. Select the Create New option to open the create form.
2. Enter the following information under General Settings:
   • Location: Enter a location name.
     • Location names may be up to 50 characters in length.
     • The name may be changed at any time without impacting any existing holds or policies.
   • Branch: Select the Branch to associate with the location.  
   • Notes: (Optional). Enter internal notes for the location.
   • Identifier: (Optional). Enter identifiers for consistency with third party applications.
3. Enter the following information under Request Fulfillment: 
   • Select the Service Status for the location to determine whether to allow the location to be a pickup option for library users in WorldCat Discovery. Use the drop-down to select one of the available Service Status options:
      

     Service Status	Pickup option in Circulation and Hold Pickup Locations Map?	Pickup option in WorldCat Discovery and My Account?	Item location option at Check In and item Statistics?
     Active Pickup Location	Sí Override required if not allowed by library policy.	Yes, if otherwise allowed by library policy.	Sí
     Inactive Pickup Location	Sí Override required.	No	Sí
     Not a Pickup Location	No	No	Sí

   • Select a Fulfillment Method. Options include:
     • Collect for Loan: Default. Allows items on hold to be checked out to the requesting patron. 
       • When an item is on hold at a collect for loan pickup location, the system will still allow the hold to be updated to In use status after library staff acknowledge the policy conflict.
     • In-House use only: Items in this location must be used within the library. 
       • When an item is on hold at an in-house use pickup location, the system will still allow the item to be checked out if library staff acknowledge the policy conflict. 

          Notes:

         • A hold's Fulfillment Method will be set to Collect for Loan if the pickup location is a branch only. The In-House use only method can only be assigned to branch locations.

         • The Fulfillment Method can be added to the Hold receipt. See Receipts for more information.

4. Click Save.
    

 Note: After a location has been saved, you will not be able to delete the location or change its branch.

• Service Status for Branch Locations can be altered at any time if a location is discontinued or is temporarily inaccessible to patrons. Before changing the Service Status for a location, review the Open Holds Report to ensure that existing holds are appropriately canceled or updated to a new pickup location. See Circulation Reports, Open Holds Report for more information.

 Caution: For libraries using the Hold Pickup Locations Map: ​​​​​​

• Review and update the Map whenever your library:
  1. Adds a new branch location 
  2. Updates the status of existing locations such that a branch location becomes a pickup location (active or inactive) or is no longer a pickup location.
• No changes to the Hold Pickup Locations Map are needed if you modify a location's service status from active to inactive (and vice versa).
• Invalid entries in the Map are highlighted in red. You will be prevented from saving changes to the Map until all issues are resolved. Invalid entries include:
  • A branch alone cannot be selected in the Map if that branch has at least one branch location that is a pickup location (acitve or inactive).
  • A branch location that is no longer a pickup location cannot be selected in the Map. An invalid location message will appear.
  • All branch locations for a specified branch are no longer pickup locations and cannot be selected in the Map. An invalid location message will appear. If the branch alone should be a pickup option, be sure to select the branch in the Map.