My Account Components

This will require integration with Symphony's Web Services and PSU's auth.

Required Views/Functions

At the bottom of main summary page + each page, include links to our major policies pages:

• Update your address and other information at accounts.psu.edu
• Questions? Feedback? Need to report a problem?
• Frequently asked questions: borrowing and renewing
• Borrowing privileges: information about loan periods, check out limits, and more
• Information about library user privacy

Update: Update address had been a link to a separate page but is now managed centrally through PSU.

Summary Page

Numbers and links for:

• Total items checked out (now includes ILLs)
  • Total items Overdue
• Total items on hold (now includes ILLs)
  • Total items ready for pickup (now includes ILLs)
• Fines (total owed in $)
• Alerts
  • Patron Standing for DELINQUENT, BARRED, BLOCKED and COLLECTION

Items Checked Out/Renewals

ILL Fields

ILL checkouts (which will almost always be fewer in # than Symphony checkouts) display above Symphony checkouts as a list. We cannot offer renewal, so this includes a link to ILLiad to "Manage your Interlibrary Loans." This way, patrons can see all their checkouts in one place.

Symphony Checkouts

• View list of items checked out
  • Only circRecordList{status} = ACTIVE should be displayed
  • Checkouts table should include following columns:
    • If item can be renewed, checkbox.
    • Title / Author (includes link to record) and volume
    • Item type (map)
    • Times Renewed
    • Due Date
      • If recalled, original and new due dates + "Recalled" are displayed
      • If time due is 11:59pm, do not display time. Otherwise display time. (times other than 11:59pm are edge cases, such as course reserves)
    • Status
      • Overdue, Claims Returned
      • possibly add color highlights like Stanford?
    • You Owe
• Select and renew individual items (if renewals possible)
• Renew all items checked out (this may not work if the person has too many items out -- check with current policies)
• If the person has fines, a link to the fines page.

Note: If not all items can be renewed, display error message above success message

Holds Management

• View holds which are currently available for pickup
• Cancel holds which are currently available for pickup
• View outstanding holds
• Edit outstanding holds (either or both: pickup location & date no longer needed)
• Cancel outstanding holds

ILL Fields

ILL holds display above Symphony checkouts as a list. We cannot easily offer updates, so this includes a link to ILLiad to "Manage your Interlibrary Loans." This way, patrons can see all their holds in one place.

Holds Display fields

• Checkbox (to allow cancel or date/pickup update)
• Title/Author, volume, and format. Link title to record.
• Availability (only in holds not ready for pickup)
• Pickup at
• Expires
• Status (only in holds not ready for pickup)

Bills

Display fields:

• Title/Author, volume, and format. Link title to record.
• Reason
• You owe
• Date billed

Placing Holds

The My Account hold placement screen is where patrons land after clicking "I Want It" in the catalog. Full spelled out logic elsewhere, the section below only covers display.

Symphony Hold Fields

• Header: A Hold Will Be Placed For You
• Title
• Author
• Pickup dropdown (defaults to patron's home library)
• Not needed after (2024: defaults to 2 weeks at present)
• If multiple volumes exist, checkbox to select which call numbers you want.

ILLiad Hold Fields

• Header: An Interlibrary Loan Request Will Be Placed For You
• text: This item is not currently available in our local collections, so an interlibrary loan (ILL) request will be placed for you.
• Title
• Author
• Pickup dropdown (defaults to patron's home library)
• Not needed after (2024: defaults to 45 days at present)
• Checkbox: Will you accept an alternate edition of this item?
• Checkbox: If the item is found to be available digitally within Penn State's subscriptions, will you use the e-book?
• If multiple volumes exist, checkbox to select which call numbers you want.
• Notes field for any additional notes for our ILL staff
• below hold placement buttons: Not in a hurry? Don't want to place an ILL request? [Request a local copy].