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Outreach Homebound Users

Libraries may have many different types of patrons who cannot make use of traditional circulation services. For the outreach homebound patrons, the library must extend its services beyond the walls of the library.


To make its collection available to these patrons, libraries may use a bookmobile, delivery vehicle, mail, or have the material picked up by a designated representative. 


For Outreach Homebound Users everything can be done using the OUTREACH Toolbar. If your library is interested in this feature, please contact SEO to add this toolbar to your login and create your library an Outreach Homebound (ORHB) user profile.


Creating a Route

  1. From the OUTREACH Toolbar, click on Create Route located in the Route Information and Maintenance group of wizards.
  2. In the Route ID field, specify a unique ID of up to 20 characters, starting it with your library code. This ID must be unique to the library for which the route is being created. 
  3. Enter a descriptive name, up to 70 characters, in the Route Name field.
  4. Use the dropdown arrow to choose your library in the Library field.
  5. Click on Create Route.
  6. Once the route is created click on Close.
  7. Do this for each route that needs created.


Create Outreach for the User

  1. From the OUTREACH Toolbar, click on Create Outreach located in the Outreach Information and Maintenance group of wizards. 
  2. Search for the user you want to create the outreach for. 
  3. If the user is not found, create the user using the Register New User helper in the upper left corner.
  4. In the Route ID use the Route ID Gadget to search for the route.
  5.  Since the routes are created using your library's code, searching for your code will bring back all the routes used by your library.
  6. Highlight the route needed and click on Select.
  7. Click on Create Outreach to save.
  8. Click on Close to close the wizard.
     
  9. The user will need to have the ORHB user profile. To change the profile click on Modify User in the Users group of wizards.
  10. Click on the Outreach Homeboud user just created, or search for the user. 
  11. Change the Profile Name to your ORHB profile.
  12. Change the Charge History Rule to ALLCHARGES.
  13. Click Save.

Contact SEO at 1-877-552-4262 or submit a ticket if there are any questions.



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