Using the Booking Module
The Evergreen booking module is included in Evergreen 1.6.1.x and above. The following chapter will help staff create reservations for cataloged and non-
bibliographic items; create pull lists for reserved items; capture resources; and pick up and
return reservations.
Creating a Booking Reservation
booking reservationcreating
Only staff members can create reservations. To initiate a reservation, staff can
search the catalog,
enter a patron record,
or use the booking module.
Search the catalog to create a reservation
In the staff client, select Search Search the Catalog
Search for the item to be booked.
Click Submit Search.
A list of results will appear. Select the title of the item to be reserved.
After clicking the title, the record summary appears. Beneath the record summary,
the copy summary will appear. In the Actions column, select Copy Details.
The Copy Details will appear in a new row. In the barcode column, click the book now
link.
A screen showing the title and barcodes of available copies will appear.
Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode
does not exist, a pop up box will appear to alert you to the error. After entering the
patron’s barcode, the user’s existing reservations will appear at the bottom of the
screen.
To the right, a section titled, I need this resource... will allow you to set the dates and
times for which the item should be reserved. If the date/time boxes appear in red,
then the date and time set is incorrect. For example, if the time for which the
reservation is set has already passed, the boxes will appear in red. The times must be
set correctly for the reservation to be accomplished. If the item has already been
reserved at the time for which you are trying to reserve the item, then you will receive
an error message.
Finally, select the barcode of the item that you want to reserve. If multiple copies of
the item exist, choose the barcode of the copy that you want to reserve, and click
Reserve Selected. If you do not select a barcode, and you click Reserve Selected, you
will receive an error message. If you do not have a preference, you do not have to
select a barcode, and you may click Reserve Any. One of the barcodes will be pulled
from the list.
An item must have a status of available or reshelving in order to
be targeted for a reservation. If the item is in another status, the reservation will fail.
After you have made the reservation, a message will confirm that the action succeeded. Click OK.
The screen will refresh, and the reservation will appear below the user’s name.
Enter a patron’s record to create a reservation
Enter the barcode or patron information, and click Search to retrieve the patron’s record.
The match(es) should appear in the right pane. Click the desired patron’s name. In the
left panel, a summary of the patron’s information will appear. Click the Retrieve
Patron button in the right corner to access more options in the patron’s record.
Eight buttons will appear in the top right corner. Select Other Booking
to create, cancel, pick up, and return reservations.
The Copy Details will appear in a new row. In the barcode column, click the book now
link.
A screen showing the title and barcodes of available copies will appear.
Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode
does not exist, a pop up box will appear to alert you to the error. After entering the
patron’s barcode, the user’s existing reservations will appear at the bottom of the
screen.
To the right, a section titled, I need this resource... will allow you to set the dates and
times for which the item should be reserved. If the date/time boxes appear in red,
then the date and time set is incorrect. For example, if the time for which the
reservation is set has already passed, the boxes will appear in red. The times must be
set correctly for the reservation to be accomplished. If the item has already been
reserved at the time for which you are trying to reserve the item, then you will receive
an error message.
Finally, select the barcode of the item that you want to reserve. If multiple copies of
the item exist, choose the barcode of the copy that you want to reserve, and click
Reserve Selected. If you do not select a barcode, and you click Reserve Selected, you
will receive an error message. If you do not have a preference, you do not have to
select a barcode, and you may click Reserve Any. One of the barcodes will be pulled
from the list.
An item must have a status of available or reshelving in order to
be targeted for a reservation. If the item is in another status, the reservation will fail.
After you have made the reservation, a message will confirm that the action succeeded. Click OK.
The screen will refresh, and the reservation will appear below the user’s name.
Use the booking module to create a reservation
Select BookingCreate or Edit Reservations
Enter the barcode of the item and click Next.
A screen showing the name of the available resource will appear.
Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode
does not exist, a pop up box will appear to alert you to the error. After entering the
patron’s barcode, the user’s existing reservations will appear.
To the right, a section titled, I need this resource... will allow you to set the dates and
times for which the item should be reserved. If the date/time boxes appear in red,
then the date and time set is incorrect. For example, if the time for which the
reservation is set has already passed, the boxes will appear in red. The times must be
set correctly for the reservation to be accomplished. If the resource has already been
reserved at the time for which you want to reserve the item, then the item will
disappear.
Finally, select the resource that you want to reserve. If multiple items or rooms exist,
choose the resource that you want to reserve, and click Reserve Selected. If you do
not select a resource, and you click Reserve Selected, you will receive an error
message. If you do not have a preference, you may click Reserve Any, and one of the
resources will be pulled from the list.
After you have made the reservation, a message will confirm that the action
succeeded. Click OK.
The screen will refresh, and the reservation will appear below the user’s name.
Cancelling a Reservation
booking reservationcancelling
Staff members can cancel a patron’s reservation through the Create or Cancel Reservations tab available in a patron’s record. Staff members can also cancel a
reservation immediately after it has been made.
Enter the patron’s record to cancel a reservation
Search for and retrieve a patron’s record.
Select OtherBookingCreate or Cancel Reservations.
The existing reservations will appear at the bottom of the screen.
To cancel a reservation, highlight the reservation that you want to cancel. Click Cancel Selected.
A pop-up window will confirm that you cancelled the reservation. Click OK.
The screen will refresh, and the cancelled reservation will disappear.
To the right, a section titled, I need this resource... will allow you to set the dates and
times for which the item should be reserved. If the date/time boxes appear in red,
then the date and time set is incorrect. For example, if the time for which the
reservation is set has already passed, the boxes will appear in red. The times must be
set correctly for the reservation to be accomplished. If the item has already been
reserved at the time for which you are trying to reserve the item, then you will receive
an error message.
Cancel a reservation immediately after it has been made
Create the reservation.
Follow steps four through six in the section, Enter the patron’s record to cancel a reservation, to cancel the reservation.
The existing reservations will appear at the bottom of the screen.
Creating a Pull List
booking reservationcreating a pull list
Staff members can create a pull list to retrieve items from the stacks.
To create a pull list, select BookingPull List.
To find a pull list for your library, select a library from the dropdown box adjacent to See pull list for library.
You can decide how many days in advance you would like to select reserved items. Enter the number of days in the box adjacent to Generate
list for this many days hence. For example, if you would like to pull items that are needed today, you can enter 1 in the box, and you will retrieve items that need to be pulled today.
Click Fetch to retrieve the pull list.
The pull list will appear. Click Print to print the pull list.
Capturing Items for Reservations
booking reservationcapturing items
Staff members can capture items for reservations.
In the staff client, select BookingCapture Resources.
Enter the barcode of the items to be captured. Click Capture.
A Capture Succeeded message will appear to the right. Information about the item will appear below the message. You can print this
information as a receipt and add it to the item if desired.
Picking Up Reservations
booking reservationpicking up
Staff members can help users pick up their reservations.
In the staff client, select BookingPick Up Reservations
Enter the user’s barcode. Click Go.
The title available for pickup will appear. Highlight the title of the item to pick up, and click Pick Up.
The screen will refresh to show that the patron has picked up the reservation.
Returning Reservations
booking reservationreturning
Staff members can help users return their reservations.
In the staff client, select BookingReturn Reservations.
You can return the item by patron or item barcode. Choose Resource or Patron, enter the
barcode, and click Go.
A pop up box will tell you that the item was returned. Click OK.
The screen will refresh to show the reservations that remain out and the resources that have been returned.