13.1. Enabling Curbside Pickup

Last Updated 11/09/2023

Curbside Pickup in Evergreen

The curbside pickup feature is a Library setting and can be enabled by Cardinal staff.

Currently curbside pickup appointment times are based solely on the Hours of Operation.

Curbside DOES take into account closed dates set in the Closed Dates Editor.

Instructions

When your hold is checked in at the pickup library, patrons can set up a curbside pickup appointment.

Curbside Pickup Appointments screen

Patrons will indicate the time and vehicle description.

Vehicle description is entered into the Arrival Notes field.

Note

If a patron has scheduled a curbside pickup appointment, an email or text/SMS notification can be sent to confirm the appointment. This confirmation is not related to any specific hold or holds, but rather the appointment they requested, and does not use the hold-specific SMS or email notification settings. Therefore, if the SMS notification is enabled, and the patron has SMS settings, they will receive an SMS notification. Likewise for the email confirmation option. It can prompt them to log into their account or call the library in order to alert staff that they have arrived for their pickup appointment. The notice message is customizable.

Staff can access the curbside pickup module from the circulation tab on Evergreen's staff navigation top menu.

Curbside Pickup is the last option listed in the Circulation dropdown menu.

Schedule Pickup is the fifth tab from the left in the Curbside Pickup screen.

Once the appointment time has come, you can let the patron know the materials are ready for pickup.

To Be Staged is the first tab from the left in the Curbside Pickup screen.

Once they arrive, patrons can let the staff know they are outside.

Alert staff of your arrival button

Staff may then check out the material to the patron.

Patron Is Outside is the third tab from the left in the Curbside Pickup screen.

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