DL3: Discovery Patron Empowerment
This form covers patron empowerment features for the Discovery Layer.
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Email *
Enter your first and last name *
Enter your library *
Vendor *
System parameters for bibliographic and item level holds *
Vendor should show how we can set parameters so patrons place bibliographic level holds on all materials, while allowing item-level holds only on magazines.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Placing holds on one bibliographic record *
Vendor should show how a patron can place holds on one bibliographic record.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Placing holds on a group of bibliographic records *
Vendor should show how a patron can place holds on a group of bibliographic records.
Yes
No
Not sure
Was the task demonstrated?
Were you satisfied with how the task was performed?
Placing Item-level holds on a magazine (specific issue selection) *
Vendor should show how a patron can place item-level holds on a magazine, or a holds process that allows patrons to select an issue (e.g. September 2023 issue).
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Making an individual hold active or inactive *
Vendor should show how a patron can make one hold at a time active or inactive.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Making a group of holds active or inactive *
Vendor should show how a patron can make a group of holds active or inactive.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Adding Notes to holds *
Vendor should show how a patron can add notes to individual holds (if possible).
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Canceling one hold at a time *
Vendor should show how a patron can cancel one hold at a time. Does the patron get a confirmation message before the hold is cancelled?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Canceling a group of holds *
Vendor should show how a patron can cancel a group of holds. Does the patron get a confirmation message before the holds are cancelled?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Changing pickup location on one unfilled hold *
Vendor should show how a patron can change the pickup location on one unfilled hold (if not In Transit or Waiting on Hold Shelf).
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Changing pickup location on a group of unfilled holds *
Vendor should show how a patron can change the pickup location on a group of unfilled holds (if not In Transit or Waiting on Hold Shelf).
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Auto-placing holds for bibliographic records that meet certain parameters *
Vendor should show whether there is a feature that would allow patrons to set up holds to be automatically placed when a new title is added to the database. For example, could a patron set up a holds "rule" that would place a hold on all new titles (bibliographic records) that are added to the system that have a certain author and that are a certain format, such as a print book?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Renewing one checked out item *
Vendor should show how a patron can renew checked out items one at a time.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Renewing a group of checked out items *
Vendor should show how a patron can renew a group of checked out items.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Sorting active and suspended holds *
Vendor should show sorting options for active holds and suspended holds. If the holds priority is displayed, can patrons sort by priority? Can patrons set their own default sort?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Sorting checked out items *
Vendor should show sorting options for checked out items.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Title (245) display for patron lists of checked out items, active holds, and suspended holds *
Vendor should show whether all subfields of the 245 display in a patron's list of checked out items, active hold and suspended holds.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Customization options for patron lists of checked out items, active holds, and suspended holds *
Vendor should show the customization options for the patron's checked out, active and suspended holds lists. Is it possible to customize which bibliographic fields display, such as author? Is is possible to customize which item-level fields display, such as call number and item barcode (for checked out, waiting or in transit items)?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Updating patron account info *
Vendor should show how a patron can update their account information, including phone number and email address.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
System parameters for updating patron account info *
Vendor should show how we can set permissions so patrons cannot change their phone number without contacting the library. Could this be a per-library setting or is it global?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
How to change PIN/password *
Vendor should show a patron can change their PIN or password.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
How to retrieve PIN/password or generate new PIN/password *
Vendor should show options for retrieving a password or generating a new password when a patron doesn't know their password.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Setup options for reading/checkout history *
Vendor should show setup options for reading/checkout history - how can we set default to OFF?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Turning reading/checkout history on or off *
Vendor should show how patrons can turn their reading/checkout history on and off. When patrons turn their reading/checkout history off, is the entire reading/checkout history deleted from the system?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Editing reading/checkout history *
Vendor should demo how patrons can edit their reading history (e.g. delete certain entries), if they can edit the reading history.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Searching and downloading options for reading/checkout history *
Vendor should show whether patrons can search their reading/checkout history, as well as whether they can download their reading history in an Excel-readable format.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Online patron registration *
Vendor should demonstrate an online patron registration form.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Saving items to carts and/or lists *
Vendor should show options for saving titles to a "cart" and/or "list" for current and future use.
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Management/features of lists *
Vendor should show management features of a patron "list" (e.g. adding and deleting items, printing and downloading, placing holds).
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Ability to view and manage child/family accounts *
Vendor should show how patrons can view and manage child/family accounts. For example, can a parent view and manage their child's checked out items and holds while logged into the parent's account?
Yes
No
Not sure
Was the task discussed and/or demonstrated?
Were you satisfied with how the task was performed?
Overall, how satisfied are you with how Patron Empowerment was demonstrated? *
Least satisfied
Most satisfied
Please enter any additional comments on Patron Empowerment.
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