From b8ae9b83cfbfa66c9a08c187759abc3f4a2872c5 Mon Sep 17 00:00:00 2001 From: spmorrison <101879901+spmorrison@users.noreply.github.com> Date: Wed, 11 Feb 2026 15:06:46 -0500 Subject: [PATCH] Docs: Updated info on Other Settings tab in my_account.adoc 3.16 updates --- docs/modules/opac/pages/my_account.adoc | 31 +++++++++++++++---------- 1 file changed, 19 insertions(+), 12 deletions(-) diff --git a/docs/modules/opac/pages/my_account.adoc b/docs/modules/opac/pages/my_account.adoc index 2469f06060..e1753c6412 100644 --- a/docs/modules/opac/pages/my_account.adoc +++ b/docs/modules/opac/pages/my_account.adoc @@ -137,7 +137,7 @@ _Barcode_, and _Call Number_ [NOTE] ========== -To protect patron privacy, the Check Out History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_ +To protect patron privacy, the Check Out History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Other Settings_ area. ========== @@ -151,6 +151,8 @@ manage items currently being requested. In *Holds* -> *Items on Hold*, the content shown can be sorted by clicking on the following column headers: _Title_, _Author_, and _Format_ (based on format name represented by the icon). +If you would like for only the holds that are available, or ready for pickup, to appear in the table, click the checkbox next to _Show only items available_ and click _Refresh holds list_. + Actions include: * Suspend - set a period of time during which the hold will not become active, @@ -158,6 +160,8 @@ such as during a vacation * Activate - manually remove the suspension * Cancel - remove the hold request +Each of these actions can be performed for individual items by selecting the button(s) in the _Edit_ column of the hold row, or, they can be completed in a batch by selecting one or more holds and selecting the button options under the _Items on Hold_ page title. + Edit options include: * Change pick up library @@ -169,14 +173,15 @@ hold at the specified date To edit items on hold: -. Login to _My Account_, click the _Holds_ tab. -. Select the hold to modify. -. Click _Edit_ for selected holds. +. Login to _My Account_, click the _Holds_ tab. +. Click the _Edit_ button located in the _Edit_column of the hold row. . Select the change to make and follow the instructions. + + [NOTE] ========== -To protect patron privacy, the Holds History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_ +To protect patron privacy, the Holds History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Other Settings_ area. ========== @@ -212,7 +217,7 @@ way as other holds (e.g., suspended, cancelled, etc.). indexterm:[my account, account preferences] From here you can manage display preferences including your *Personal Information*, -*Notification*, *Search and History*, and *Lists*. +*Notification*, *Other Settings*, and *Lists*. Additional static information, such as your _Account Expiration Date_, can be found under *Personal Information*. @@ -243,18 +248,20 @@ For example: ** _Email checkout receipts by default?_ -* Search and History Preferences +* Other Settings + +** _Preferred search location_ ** _Search hits per page_ -** _Preferred search location_ +** _Highlight search terms?_ ** _Preferred pickup location_ -** _Keep history of checked out items?_ - ** _Keep history of holds?_ +** _Keep history of checked out items?_ + ** _Skip warning when adding to temporary book list?_ [WARNING] @@ -276,7 +283,7 @@ indexterm:[privacy waiver] If your library has enabled it, you can authorize other people to use -your account. In the _Search and History_ tab +your account. In the _Other Settings_ tab under _Preferences_, find the section labeled _"Allow others to use my account"_. Enter the name and indicate that the specified person is allowed to place holds, pickup holds, view @@ -400,4 +407,4 @@ image::my_account/sp_approved.png[SmartPay approved] .. Failure messge: + image::my_account/sp_declined.png[SmartPay declined] -+ \ No newline at end of file ++