From 5f8cdadd7c8eee777bc29f342ef822a5aad69b0f Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Sun, 17 Sep 2017 09:54:04 -0700 Subject: [PATCH] Docs: adding info about pre-cat and non-cat for sysadmins Signed-off-by: Jane Sandberg --- docs/admin/circing_uncataloged_materials.adoc | 79 +++++++++++++++++++ docs/root_staff_client_admin.adoc | 16 +--- 2 files changed, 80 insertions(+), 15 deletions(-) create mode 100644 docs/admin/circing_uncataloged_materials.adoc diff --git a/docs/admin/circing_uncataloged_materials.adoc b/docs/admin/circing_uncataloged_materials.adoc new file mode 100644 index 0000000000..bdfcc8dd2e --- /dev/null +++ b/docs/admin/circing_uncataloged_materials.adoc @@ -0,0 +1,79 @@ +Circulating uncataloged materials +--------------------------------- + +Introduction +~~~~~~~~~~~~ + +This section discusses settings for circulating items that are not cataloged. +Evergreen offers two ways to circulate an item that is not in the catalog: + +* Pre-cataloged items (also known as on-the-fly items) have a barcode, as +well as some basic metadata which staff members enter at the time of checkout. +These are represented in Evergreen with an item record which has to be manually +deleted or transferred when it is no longer needed. + +* Non-cataloged items (also known as ephemeral items) do not have barcodes, +have no metadata, and are not represented with an item record. No fines +accrue on these materials, but Evergreen does collect statistics on these +circulations. + +Pre-cataloged item settings +~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +indexterm:[on-the-fly circulation] +indexterm:[pre-cataloged items,routing to a different library] + +By default, when a pre-cataloged item is created, Evergreen sets the _Circ Library_ +field to the library where it was checked out. You may change this so that the +circ library is set to a different library. This can be helpful in cases where the +cataloger who fixes pre-cataloged items is at another library, and you'd like all +pre-cataloged items to be routed to that cataloger's library when they are returned. + +To change this setting: + +. Go to Administration > Local Administration > Library Settings Editor. +. Choose _Pre-cat Item Circ Lib_. +. Click _Edit_. +. Select the appropriate context. For example, if all pre-cataloged items in your +system should have the same circ library, you should choose your system as the +context. +. Type in the shortname of the library that should be in the circ lib field. Make +sure to type this correctly, or Evergreen won't be able to create pre-cataloged +items. + +NOTE: Evergreen always sets the owning library of pre-cataloged items to be the +consortium. + +Non-cataloged item settings +~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +indexterm:[ephemeral items] + +In Evergreen, libraries may elect to create their own local non-cataloged item +types. For example, you may choose to circulate non-cataloged paperbacks or magazine +back-issues, but not wish to catalog them. + +Adding a new non-cataloged type +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +. Go to Administration > Local Administration > Non-Cataloged Types Editor. +. Under _Create a new non-cataloged type_, start filling out the appropriate + information. +. Choose an appropriate duration. This period of time will be used to calculate + a due date that is displayed to the patron on the patron's receipt and _My Account_ + view in the public catalog. The item will be automatically removed from the + _My Account_ view the day after the due date. +. The _Circulate In-House?_ checkbox is only for your records. This checkbox does + not affect how these materials circulate. +. Click the _Create_ button when you are done. + +image::media/noncataloged_type_add.png[] + +Deleting a non-cataloged type +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +. Go to Administration > Local Administration > Non-Cataloged Types Editor. +. Click the _Delete_ button next to the type you wish to delete. Note that + if any non-cataloged items of this type have ever been entered, you will + not be able to delete it. + diff --git a/docs/root_staff_client_admin.adoc b/docs/root_staff_client_admin.adoc index 7d06b3872e..7e3e85c388 100644 --- a/docs/root_staff_client_admin.adoc +++ b/docs/root_staff_client_admin.adoc @@ -99,23 +99,9 @@ include::admin/hold_driven_recalls.adoc[] include::admin/copy_statuses.adoc[] +include::admin/circing_uncataloged_materials.adoc[] -Circulating uncataloged materials -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -This section discusses settings for circulating items that are not cataloged. - -Pre-cataloged item settings -^^^^^^^^^^^^^^^^^^^^^^^^^^^ - -Needs to be written. There is a Pre-cat Item Circ Lib OU setting. - -Non-cataloged item settings -^^^^^^^^^^^^^^^^^^^^^^^^^^^ - -Needs to be written. This is about Local Admin > Non-cataloged item type. - Hold policies ------------- -- 2.43.2