Placing Holds with Linked Accounts

Owned by Ashley Sneesby, created
Last updated: Jul 15, 2021
3 min read

This documentation describes the process and logic when placing holds in Pika for linked accounts

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Basic Process

When a patron has two or more linked accounts, the catalog will apply special logic to determine which account to place a hold. In this example, the patron has 1 Basalt account that is linked with 2 Garfield County accounts.  

Start by logging into the Home Library account.

This will only work with linked accounts.  When two or more accounts are linked for the same library, this will allow a choice of accounts to place the hold.

Find the title to place the hold.  Click the Place Hold button.

The 2nd patron will see a choice of libraries from the dropdown menu.  The patron would pick the location where the hold should be placed.  The patron can pick the library that has multiple linked accounts for the same pick-up location.  In this example, the Garfield County patron has two accounts.

Once the library with multiple linked accounts is chosen, this will bring up the “Place hold for the chosen location using account:” box.  This will display the choice of accounts to place a hold.  This only works when a patron has two or more linked accounts at the same library. The patron would pick the account to place the hold.

The patron would click Submit Hold Request when they are ready to place the hold.

The patron will get the Hold Placed Successfully box.  This will list the notification method that the patron will receive information about the hold pick-up.  In this example, the patron will be notified by email.

The patron can look at their hold(s) to see which account and library was chosen.  

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