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Recommended Steps for Updating the OPAC Status Grid

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Symptom

  • Users need to update the OPAC Status Grid and ensure proper configuration for Place Hold/Request functionality.

Applies to

  • WorldCat Discovery 

Resolution

Resolution:

  1. Verify Record Eligibility

    • Ensure the record should display a Place Hold Request Button based on the OPAC Statuses setting.

  2. Check Location Consistency

    • Confirm that the Location listed in Service Configuration > WorldCat Discovery and WorldCat Local > OPAC Statuses, Locations and Circulation Policies matches the Shelving Location name in Service Configuration > WorldCat Discovery and WorldCat Local > Holding Codes Translation Table.

  3. Update the Place Hold/Request Page

    • Navigate to the Place Hold/Request page.
    • Make the necessary updates and save the section.

  4. Handling Changes to OPAC Status Grid

    • If you are changing the status from OPAC Status Grid to Available, None, or using Item Format Type, you may encounter the following pop-up message:
      • "This will reset all location and/or status-specific policies in the OPAC Statuses, Locations and Circulation Policies module."
      • Clicking OK does not apply the change. This is simply an informative message.
      • To apply the change, you must click Save on this section.

  5. Save and Test

    • After making updates, save the configuration and test to ensure the Place Hold Request Button is visible on the intended records.

  6. Restoring Previous Configurations

    • If you do not make changes and save the OPAC Statuses, Locations and Circulation Policies, you can restore your previous configuration.
    • To do this, update the Place Hold/Request module to reference the setting:
      • "It depends on item type, status, and location..."
      • This will automatically restore your last configuration.

Challenges and Considerations:

  • Inconsistent naming between locations and shelving locations can prevent the button from appearing.
  • Always cross-check both configuration areas to avoid mismatches.

Practical Example:

  • If a record’s shelving location is “Main Stacks” but the OPAC Status Grid lists “Stacks,” update the grid to match “Main Stacks” for proper display.

Page ID

65865