Docs: Updated checkin modifiers

[working/Evergreen.git] / docs / circulation / circulating_items_web_client.adoc

Circulating Items
-----------------

Check Out
~~~~~~~~~~

Regular Items
^^^^^^^^^^^^^

1) To check out an item click *Check Out Items* from the Circulation and Patrons toolbar, or select *Circulation* -> *Check Out*.

image::media/checkout_menu_web_client.png[]

2) Scan or enter patron's barcode and click *Submit* if entering barcode manually. If scanning, number is submitted automatically.

image::media/retrieve_patron_web_client.png[]

3) Scan or enter item barcode manually, clicking *Submit* if manual.

image::media/checkout_item_barcode_web_client.png[] 

4) Due date is now displayed.

image::media/due_date_display_web_client.png[]
 
5) When all items are scanned, click the *Done* button to generate slip receipt or to exit patron record if not printing slip receipts. 

Pre-cataloged Items
^^^^^^^^^^^^^^^^^^^

1) Go to patron's *Check Out* screen by clicking *Circulation* -> *Check Out Items*.

2) Scan the item barcode.

3) At prompt, enter the required information click *Precat Checkout*. 

image::media/precat_web_client.png[]
 
[TIP]
On check-in, Evergreen will prompt staff to re-route the item to cataloging.

[NOTE]
This screen does not respond to the enter key or carriage return provided
by a barcode scanner when the cursor is in the ISBN field.  This behavior
prevents pre-cataloged items from being checked out before you are done
entering all the desired information.

Due Dates
^^^^^^^^^

Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and inserted into circulation records if the *Specific Due Date* checkbox is not selected on the Check Out screen. The *Specific Due Date* checkbox allows you to set a different due date to override the pre-set loan period.

Before you scan the item, select the *Specific Due Date* checkbox. Enter the date in yyyy-mm-dd format. This date applies to all items until you change the date, de-select the *Specific Due Date* checkbox, or quit the patron record.

image::media/specify_due_date1_web_client.png[]


Email Checkout Receipts
^^^^^^^^^^^^^^^^^^^^^^^

This feature allows patrons to receive checkout receipts through email at the circulation desk and in the Evergreen self-checkout interface.  Patrons need to opt in to receive email receipts by default and must have an email address associated with their account.  Opt in can be staff mediated at the time of account creation or in existing accounts.  Patrons can also opt in directly in their OPAC account or through patron self-registration.  This feature does not affect the behavior of checkouts from SIP2 devices.

Staff Client Check Out
++++++++++++++++++++++

When a patron has opted to receive email checkout receipts by default, an envelope icon representing email will appear next to the receipt options in the Check Out screen.  A printer icon representing a physical receipt appears if the patron has not opted in to the default email receipts.

image::media/ereceipts5_web_client.PNG[]

Staff can click *Quick Receipt* and the default checkout receipt option will be triggered—an email will be sent or the receipt will print out.  The Quick Receipt option allows staff to stay in the patron account after completing the transaction.  Alternatively, staff can click *Done* to trigger the default checkout receipt and close out the patron account.  By clicking on the arrow next to the Quick Receipt or Done buttons, staff can select which receipt option to use, regardless of the selected default.  The email receipt option will be disabled if the patron account does not have an email address.

Self Checkout
+++++++++++++

In the Self Checkout interface, patrons will have the option to select a print or email checkout receipt, or no receipt.  The radio button for the patron's default receipt option will be selected automatically in the interface.  Patrons can select a different receipt option if desired.  The email receipt radio button will be disabled if there is no email address associated with the patron's account.

image::media/ereceipts6_web_client.PNG[]

Opt In
++++++

*Staff Mediated Opt In At Registration*

Patrons can be opted in to receive email checkout receipts by default by library staff upon the creation of their library account.  Within the patron registration form, there is a new option below the Email Address field to select _Email checkout receipts by default?_.  Select this option if the patron wants email checkout receipts to be their default.  Save any changes.

image::media/ereceipts1_web_client.PNG[]

*Staff Mediated Opt In After Registration*

Staff can also select email checkout receipts as the default option in a patron account after initial registration.  Within the patron account go to *Edit* and select _Email checkout receipts by default?_.  Make sure the patron also has an email address associated with their account.  Save any changes.

image::media/ereceipts2_web_client.PNG[]

*Patron Opt In – Self-Registration Form*

If your library offers patrons the ability to request a library card through the patron self-registration form, they can select email checkout receipts by default in the initial self-registration form:

image::media/ereceipts3_web_client.PNG[]

*Patron Opt In - OPAC Account*

Patrons can also opt in to receive email checkout receipts by default directly in their OPAC account.  After logging in, patrons can go to *Account Preferences->Notification Preferences* and enable _Email checkout receipts by default?_ and click *Save*.

image::media/ereceipts4_web_client.PNG[]


Email Checkout Receipt Configuration
++++++++++++++++++++++++++++++++++++

Email checkout receipts will be sent out through a Notifications/Action Trigger called Email Checkout Receipt.  The email template and action trigger can be customized by going to *Administration->Local Administration->Notifications/Action Trigger->Email Checkout Receipt*.


Check In
~~~~~~~~

Regular check in
^^^^^^^^^^^^^^^^

1) To check in an item click *Check In Items* from the Circulation and Patrons toolbar, or select *Circulation* -> *Check In*.

image::media/check_in_menu_web_client.png[]

2) Scan item barcode or enter manually and click *Submit*.

image::media/checkin_barcode_web_client.png[]
 
3) If there is an overdue fine associated with the checkin, an alert will appear at the top of the screen with a fine tally for the current checkin session. To immediately handle fine payment, click the alert to jump to the patron's bill record.

image::media/overdue_checkin_web_client.png[]

Backdated check in
^^^^^^^^^^^^^^^^^^

This is useful for clearing a book drop.

1) To change effective check-in date, select *Circulation* -> *Check In Items*. In *Effective Date* field enter the date in yyyy-mm-dd format.

image::media/backdate_checkin_web_client.png[]

2) The new effective date is now displayed in the red bar above the Barcode field.

image::media/backdate_red_web_client.png[]

3) Move the cursor to the *Barcode* field. Scan the items. When finishing backdated check-in, change the *Effective Date* back to today's date.
 
Backdate Post-Checkin
^^^^^^^^^^^^^^^^^^^^^

After an item has been checked in, you may use the Backdate Post-Checkin function to backdate the check-in date.

1) Select the item on the Check In screen, click *Actions* -> *Backdate Post-Checkin*.

image::media/backdate_post_checkin_web_client.png[]

2) In *Effective Date* field enter the date in yyyy-mm-dd format.  The check-in date will be adjusted according to the new effective check-in date.

image::media/backdate_post_date_web_client.png[]

[TIP]
Checkin Modifiers
===================================================
At the right bottom corner there is a *Checkin Modifiers* pop-up list. The options are:

-Ignore Pre-cat Items: no prompt when checking in a pre-cat item. Item will be routed to Cataloguing with Cataloguing status.

-Suppress Holds and Transit: item will not be used to fill holds or sent in transit. Item has Reshelving status.

-Amnesty Mode/Forgive Fines: overdue fines will be voided if already created or not be inserted if not yet created (e.g. hourly loans).

-Auto-Print Hold and Transit Slips: slips will be automatically printed without prompt for confirmation.

-Clear Holds Shelf. Checking in hold-shelf-expired items will clear the items from the hold shelf (holds to be cancelled).

-Retarget Local Holds. When checking in in process items that are owned by the library, attempt to find a local hold to retarget. This is intended to help with proper targeting of newly-catalogued items.

-Retarget All Statuses. Similar to Retarget Local Holds, this modifier will attempt to find a local hold to retarget, regardless of the status of the item being checked in. This modifier must be used in conjunction with the Retarget Local Holds modifier.

-Capture Local Holds as Transits. With this checkin modifier, any local holds will be given an in transit status instead of on holds shelf. The intent is to stop the system from sending holds notifications before the item is ready to be placed on the holds shelf and item will have a status of in-transit until checked in again. If you wish to simply delay notification and allow time for staff to process item to holds shelf, you may wish to use the Hold Shelf Status Delay setting in Library Settings Editor instead. See Local Administration section for more information.

-Manual Floating Active. Floating Groups must be configured for this modifier to function. The manual flag in Floating Groups dictates whether or not the "Manual Floating Active" checkin modifier needs to be active for a copy to float. This allows for greater control over when items float. 

-Update Inventory. When this checkin modifier is selected, scanned barcodes will have the current date/time added as the inventory date while the item is checked in. 

These options may be selected simultaneously. The selected option is displayed in the header area.

image::media/checkinmodifiers-with-inventory2.png[Web client check-in modifiers]

===================================================
  
Renewal and Editing the Item's Due Date
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Checked-out items can be renewed if your library's policy allows it. The new due date is calculated from the renewal date. Existing loans can also be extended to a specific date by editing the due date or renewing with a specific due date.

Renewing via a Patron's Account
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

1) Retrieve the patron record and go to the *Items Out* screen.

image::media/items_out_click_web_client.png[]

2) Select the item you want to renew. Click on *Actions* -> *Renew*. If you want to renew all items in the account, click *Renew All* instead.

image::media/renew_action_web_client.png[]

3) If you want to specify the due date, click *Renew with Specific Due Date*. You will be prompted to select a due date. Once done, click *Apply*.

//image::media/renew_specific_date_web_client.png[]
 

Renewing by Item Barcode
^^^^^^^^^^^^^^^^^^^^^^^^
1) To renew items by barcode, select *Circulation* -> *Renew Items*.

2) Scan or manually entire the item barcode.

image::media/renew_item_web_client.png[]

3) If you want to specify the due date, click *Specific Due Date* and enter a new due date in yyyy-mm-dd format.

image::media/renew_item_calendar_web_client.png[]

Editing Due Date
^^^^^^^^^^^^^^^^

1) Retrieve the patron record and go to the *Items Out* screen.

2) Select the item you want to renew. Click on *Actions* -> *Edit Due Date*.

image::media/edit_due_date_action_web_client.png[]

3) Enter a new due date in yyyy-mm-dd format in the pop-up window, then click *OK*.

[NOTE]
Editing a due date is not included in the renewal count.

Marking Items Lost and Claimed Returned
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Lost Items
^^^^^^^^^^
1) To mark items Lost, retrieve patron record and click *Items Out*.

2) Select the item. Click on *Actions* -> *Mark Lost (by Patron)*.

image::media/mark_lost_web_client.png[]

3) The lost item now displays as lost in the *Items Checked Out* section of the patron record.

image::media/lost_section_web_client.png[]

4) The lost item also adds to the count of *Lost* items in the patron summary on the left (or top) of the screen. 

image::media/patron_summary_checkouts_web_client.png[]

[NOTE]
Lost Item Billing
========================
- Marking an item Lost will automatically bill the patron the replacement cost of the item as recorded in the price field in the item record, and a processing fee as determined by your local policy. If the lost item has overdue charges, the overdue charges may be voided or retained based on local policy.
- A lost-then-returned item will disappear from the Items Out screen only when all bills linked to this particular circulation have been resolved. Bills may include replacement charges, processing fees, and manual charges added to the existing bills. 
- The replacement fee and processing fee for lost-then-returned items may be voided if set by local policy. Overdue fines may be reinstated on lost-then-returned items if set by local policy.
========================

Refunds for Lost Items
^^^^^^^^^^^^^^^^^^^^^^^

If an item is returned after a lost bill has been paid and the library's policy is to void the replacement fee for lost-then-returned items, there will be a negative balance in the bill. A refund needs to be made to close the bill and the circulation record. Once the outstanding amount has been refunded, the bill and circulation record will be closed and the item will disappear from the Items Out screen.

If you need to balance a bill with a negative amount, you need to add two dummy bills to the existing bills. The first one can be of any amount (e.g. $0.01), while the second should be of the absolute value of the negative amount. Then you need to void the first dummy bill. The reason for using a dummy bill is that Evergreen will check and close the circulation record only when payment is applied or bills are voided.

Claimed Returned Items
^^^^^^^^^^^^^^^^^^^^^^^

1) To mark an item Claimed Returned, retrieve the patron record and go to the *Items Out* screen.

2) Select the item, then select *Actions* -> *Mark Claimed Returned* from the dropdown menu.

image::media/mark_claims_returned_web_client.png[]

3) Enter date in yyyy-mm-dd format and click *Submit*.

image::media/claimed_date_web_client.png[]

4) The Claimed Returned item now displays in the *Other/Special Circulations* section of the patron record.

image::media/cr_section_web_client.png[]

5) The Claimed Returned item adds to the count of items that are Claimed Returned in the patron summary on the left (or top) of the screen. It also adds to the total *Other/Special Circulations* that is displayed when editing the patron's record. 

image::media/patron_summary_checkouts_web_client.png[]

[NOTE]
More on Claimed Returned Items
====================================
- The date entered for a Claimed Returned item establishes the fine. If the date given has passed, bills will be adjusted accordingly.
- When a Claimed Returned item is returned, if there is an outstanding bill associated with it, the item will not disappear from the *Items Out* screen. It will disappear when the outstanding bills are resolved.
- When an item is marked Claimed Returned, the value in *Claims-returned Count* field in the patron record is automatically increased. Staff can manually adjust this count by editing the patron record.
====================================

In-house Use (F6)
~~~~~~~~~~~~~~~~~
1) To record in-house use, select *Circulation* -> *Record-In House Use*, click *Check Out* -> *Record In-House Use* on the circulation toolbar , or press *F6*. 
 
image::media/record_in_house_action_web_client.png[]
 
2) To record in-house use for cataloged items, enter number of uses, scan 
 barcode or type barcode and click *Submit*.
 
image::media/in_house_use_web_client.png[]
 
[NOTE]
====================================
There are two independent library settings that will allow copy alerts to display when scanned in In-house Use:
*Display copy alert for in-house-use* set to true will cause an alert message to appear, if it has one, when recording in-house-use for the copy.
*Display copy location check in alert for in-house-use* set to true will cause an alert message indicating that the item needs to be routed to its location if the location has check in alert set to true.
====================================
 
3) To record in-house use for non-cataloged items, enter number of uses, choose non-cataloged type from drop-down menu, and click *Submit*.

image::media/in_house_use_non_cat.png[]
 
[NOTE] 
The statistics of in-house use are separated from circulation statistics. The in-house use count of cataloged items is not included in the items' total use count.

[[itemstatus_web_client]]
Item Status
~~~~~~~~~~~

The Item Status screen is very useful. Many actions can be taken by either circulation staff or catalogers on this screen. Here we will cover some circulation-related functions, namely checking item status, viewing past circulations, inserting item alert messages, marking items missing or damaged, etc.

Checking item status
^^^^^^^^^^^^^^^^^^^^

1) To check the status of an item, select *Search* -> *Search for copies by Barcode*.

image::media/item_status_menu_web_client.png[]

2) Scan the barcode or type it and click *Submit*. The current status of the item is displayed with selected other fields. You can use the column picker to select more fields to view.

image::media/item_status_barcode_web_client.png[]

3) Click the *Detail View* button and the item summary and circulation history will be displayed.

image::media/item_status_altview_web_client.png[]

4) Click *List View* to go back.

image::media/item_status_list_view_web_client.png[]

[NOTE]
If the item's status is "Available", the displayed due date refers to the previous circulation's due date.

[TIP]
Upload From File allows you to load multiple items saved in a file on your local computer. The file contains a list of the barcodes in text format. To ensure smooth uploading and further processing on the items, it is recommended that the list contains no more than 100 items.

Viewing past circulations
^^^^^^^^^^^^^^^^^^^^^^^^^^
1) To view past circulations, retrieve the item on the *Item Status* screen as described above.

2) Select *Detail view*.

image::media/last_few_circs_action_web_client.png[]

3) Choose *Recent Circ History*.  The item’s recent circulation history is displayed.

image::media/last_few_circs_display_web_client.png[]

4) To retrieve the patron(s) of the last circulations, click on the name of the patron.  The patron record will be displayed.

[TIP]
The number of items that displays in the circulation history can be set in Local *Administration* -> *Library Settings Editor*.

[NOTE]
You can also retrieve the past circulations on the patron's Items Out screen and from the Check In screen.

Marking items damaged or missing and other functions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1) To mark items damaged or missing, retrieve the item on the *Item Status* screen.

2) Select the item. Click on *Actions for Selected Items* -> *Mark Item Damaged* or *Mark Item Missing*.

// image::media/mark_missing_damaged_web_client.png[]

[NOTE]
Depending on the library's policy, when marking an item damaged, bills (cost and/or processing fee) may be inserted into the last borrower's account. 

3) Following the above procedure, you can check in and renew items by using the *Check in Items* and *Renew Items* on the dropdown menu.

Item alerts
^^^^^^^^^^^

The *Edit Item Attributes* function on the *Actions for Selected Items* dropdown list allows you to edit item records. Here, we will show you how to insert item alert messages by this function. See cataloging instructions for more information on item editing.
1) Retrieve record on *Item Status* screen.

2) Once item is displayed, highlight it and select *Actions for Selected Items* -> *Edit Item Attributes*.

3) The item record is displayed in the *Copy Editor*.

//image::media/copy_edit_alert_web_client.png[]

4) Click *Alert Message* in the *Miscellaneous* column. The background color of the box changes. Type in the message then click *Apply*. 

//image::media/copy_alert_message_web_client.png[]

5) Click *Modify Copies*, then confirm the action.


Long Overdue Items
~~~~~~~~~~~~~~~~~~

*Items Marked Long Overdue*

Once an item has been overdue for a configurable amount of time, Evergreen will mark the item long overdue in the borrowing patron’s account.  This will be done automatically through a Notification/Action Trigger.   When the item is marked long overdue, several actions will take place:

. The item will go into the status of “Long Overdue” 

. The accrual of overdue fines will be stopped

Optionally the patron can be billed for the item price, a long overdue
processing fee, and any overdue fines can be voided from the account.  Patrons
can also be sent a notification that the item was marked long overdue. And
long-overdue items can be included on the "Items Checked Out" or "Other/Special
Circulations" tabs of the "Items Out" view of a patron's record. These are all
controlled by <<longoverdue_library_settings,library settings>>.
 
image::media/long_overdue1.png[Patron Account-Long Overdue]


*Checking in a Long Overdue item*

If an item that has been marked long overdue is checked in, an alert will appear on the screen informing the staff member that the item was long overdue.  Once checked in, the item will go into the status of “In process”.  Optionally, the item price and long overdue processing fee can be voided and overdue fines can be reinstated on the patron’s account.  If the item is checked in at a library other than its home library, a library setting controls whether the item can immediately fill a hold or circulate, or if it needs to be sent to its home library for processing.
 
image::media/long_overdue2.png[Long Overdue Checkin]
 
*Notification/Action Triggers*

Evergreen has two sample Notification/Action Triggers that are related to marking items long overdue.  The sample triggers are configured for 6 months.  These triggers can be configured for any amount of time according to library policy and will need to be activated for use.

* Sample Triggers

** 6 Month Auto Mark Long-Overdue—will mark an item long overdue after the configured period of time

** 6 Month Long Overdue Notice—will send patron notification that an item has been marked long overdue on their account

[[longoverdue_library_settings]]
*Library Settings* 

The following Library Settings enable you to set preferences related to long overdue items:

* *Circulation: Long-Overdue Check-In Interval Uses Last Activity Date* —Use the
  long-overdue last-activity date instead of the due_date to determine whether
  the item has been checked out too long to perform long-overdue check-in
  processing. If set, the system will first check the last payment time,
  followed by the last billing time, followed by the due date. See also the
  "Long-Overdue Max Return Interval" setting.

* *Circulation: Long-Overdue Items Usable on Checkin* —Long-overdue items are usable on checkin instead of going "home" first

* *Circulation: Long-Overdue Max Return Interval* —Long-overdue check-in processing (voiding fees, re-instating overdues, etc.) will not take place for items that have been overdue for (or have last activity older than) this amount of time 

* *Circulation: Restore Overdues on Long-Overdue Item Return*

* *Circulation: Void Long-Overdue item Billing When Returned*

* *Circulation: Void Processing Fee on Long-Overdue Item Return*

* *Finances: Leave transaction open when long overdue balance equals zero* —Leave transaction open when long-overdue balance equals zero. This leaves the lost copy on the patron record when it is paid

* *Finances: Long-Overdue Materials Processing Fee*

* *Finances: Void Overdue Fines When Items are Marked Long-Overdue*

* *GUI: Items Out Long-Overdue display setting*

[TIP]
Learn more about these settings in the chapter about the
Library Settings Editor.

*Permissions to use this Feature*

The following permissions are related to this feature:

* COPY_STATUS_LONG_OVERDUE.override

** Allows the user to check-in long-overdue items thus removing the long-overdue status on the item