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Editing a Hold

You can edit some aspects of holds after you have placed them. Your choices for editing will vary, depending on whether you hold is ready for pickup or not. 

When you look at the list of your holds after you have logged into your online account, each individual hold will look something like this:

The checkbox allows you to choose this record to carry out an action like Cancel, Suspend, or Activate.

You see the name of the item, the author, an icon (in this case, a book), your chosen pickup library, a notice that this is an active hold, the notice that the hold is available and the date it will expire, an EDIT link to edit the hold.

Since the above book is ready for pickup at the Hudson Public Library, the only thing you can edit is the pickup location. If you click on the EDIT link, the screen will look something like this:

The only thing that can be changed is the pickup location. If you would like to change the pickup location, choose a different pickup location from the dropdown list and click Submit.

Note: The effectiveness of changing the pickup location will depend on whether or not your library has decided to receive notifications like this. Check with your local library.

If you do not wish to change anything, click Go Back or click List All Holds.

If your hold is not ready for pickup, you have more choices for editing.

The hold pictured below is not ready for pickup.

The display is essentially the same as the previous example but the message at the end is different: "Waiting for copy". The date listed is the date that the hold will be cancelling: the "if not filled by" date. You can edit this date.

Click on the EDIT link.

This is the Edit screen for this item which is not yet ready for pickup:

Because this hold is not ready for pickup, you can edit a number of things about the hold.

1. Pickup Location

If you would like to change the pickup location, choose a different pickup location from the dropdown list.

2. Cancel unless filled by

The library system does not keep holds active forever. There is a built-in expiration date for active holds. The expiration date is four months for most libraries. Note: Suspended holds never expire. Only active holds can expire.

You can change the date in this text box by entering a new date in the correct format: MM/DD/YYYY - month/day/year.

3. Activate or Suspend a Hold

You can change the status of a suspended hold to active by selecting "Yes, this hold is active now". You can suspend an active hold by selecting "No, this hold is suspended."

"Yes, this hold is active now" will be automatically selected for all active holds.

4. Set a date to re-activate a hold

If you choose to suspend a hold (say, for instance, you are going on vacation and you don't want your hold to show up for pickup while you are away), you can enter the date when you want the suspension to be lifted. You can change the date in this text box by entering a new date in the correct format: MM/DD/YYYY - month/day/year.

When finished click the Submit button.

If you do not wish to make any changes, leave this page by clicking the Go Back button or the List All Holds link.

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Account Preferences - Search & History

Click on the Account Preferences tab. The right hand tab under the Account Preferences tab is Search and History Preferences. Click on the Search and History Preferences tab. Under this tab, you will set up your preference for where you search and what aspects of your library use history you want to keep.

Search hits per page means how many search results would you want to see on each web page. You can choose up to 50 from the dropdown.

Preferred search location is the library that you would like to search by default when you are logged in. To search other libraries or to search the whole consortium, you will have to select this from the dropdown when you do your search.

Preferred pickup location is the library that you would like your holds sent to.

If you would like to keep a history of the items that you have checked out, check the checkbox on the line next to Keep history of checked out items. The history-keeping will only start after you have checked the box and saved your preferences. The system does not retroactively remember what you checked out.

If you would like to remember all the items you have placed holds on, check the checkbox next to the line Keep history of holds. The history-keeping will only start after you have checked the box and saved your preferences. The system does not retroactively remember the holds you placed.

The last check box is Skip warning when adding to temporary book list. The documentation on My Lists explains more about this and what a temporary list is. Unless you have a great deal of confidence in yourself that you will never accidentally forget to convert a temporary list into a saved list, the recommendation is to leave this option unchecked.

After you have made all your preference selections, click the Save button at the bottom of the screen to save them. If you forget to click the Save button, your preferences will not be remembered.

 

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Account Preferences - Notification Preferences

Click on the Account Preferences tab. The middle tab under the Account Preferences tab is Notification Preferences. Click on the Notification Preferences tab. Under this tab, you will set up how you would like to be contacted.

You can be notified by email, by telephone and by text message. To select any or all of these options, check the checkbox next to the notification type. Your default phone number will either be the one already in your account or a new one that you enter here. If you choose to be notified by text message, be sure to select the correct mobile phone carrier from the dropdown list and enter your mobile number correctly.

Click Save to save your preferences.

Note: You may see that some of the checkboxes are already checked. Notifcation by Email is set by default when you set up your library account at the library. If the box is not checked, you can check it. The email will go to the email address shown under the Personal Information tab. Be sure that the email address under Personal Information is correct.

Note: You may check "Notify by Phone" but, if your library does not have the policy of telephoning patrons to give notifications, you will not receive a telephone call.

Note: If you select to be notified by text message and you choose the wrong mobile carrier, you will not receive a text message. Be sure to enter all ten digits of your telephone number with no spaces and no dashes between the number groups.

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Account Preferences - Personal Information

If you click on the Account Preferences tab, you will be shown tabs for three more screens underneath this. The default screen is the Personal Information screen.

The information on these screens is all drawn from your record in the system. You can only change three things in this tab: your user name, your password, and your email address.

To change your user name: 

Click on the word "Change" in the User Name line.

You will be asked for your current password and the new user name you want to use.

Click the Submit button to finish. You will be taken back to the Personal Information tab. The user name change takes effect immediately.

To change your password:

Click on the word "Change" in the Password line.

You will be asked to enter your current password and to enter your new password twice.

Click the Submit button to finish. You will be taken back to the Personal Information tab. The password change takes effect immediately.

To change your email address:

Click on the word "Change" in the Email Address line.

You will be shown your current email address. Enter your current password and your new email address.

Click the Submit button to finish. You will be taken back to the Personal Information tab. The email address change takes effect immediately.

Note: If you change your email address, hold notifications that you placed before you changed it will go to the old email address. The email address is not dynamically updated for holds.

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The My Account page

After you have logged into your account in the online catalog, you see a page that looks like this:

Across the top, you will see your name, a My Account button, and a Logout button.

The My Account button will always bring you back to this page.

The Logout button will log you out and end your session.

In the row beneath these, you see quick summary numbers for items checked out, on hold, and ready for pickup. At the end, you see a total of fines and fees you owe. (In the picture above, these summary numbers are all zero.)

Each of these quick summary numbers is clickable. If you click them, you will be taken to the appropriate screen. For instance, if you click on items checked out, the screen will open to show you your currently checked out items.

Below these, you see the search bar. You can search for things directly from this page just as if you were on the home page of the catalog.

In about the middle of the picture, you see the tabs that can be opened.

The Account Summary tab is the default tab and there you can also see quick summary numbers for items out, currently on hold, and ready for pickup. Clicking on View All for any of them will open the appropriate view for you.

The Items Checked Out tab will display information about all the items you currently have checked out.

The Holds tab will display all the items you currently have on hold.

The Account Preferences tab will display the information in your account and give you options for changing information.

The My Lists tab holds all the lists that you have created and allows you to work with the lists.

Near the bottom of the picture, you see the Fines and Payments tabs.

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