Booking Module AdministrationAdapted with permission from original material by the Evergreen
CommunityThe Evergreen booking module is included in Evergreen 1.6.1.x and above.The following
documentation will include information about making cataloged items bookable; making
non-bibliographic items bookable; and setting permissions in the booking module for
staff.Make a Cataloged Item Bookable in Advancebooking reservationmaking a cataloged item bookableIf their permission settings allow, staff members can make items bookable. Staff members
can do this in advance of a booking request, or they can do it on the fly.If you know in advance of the request that an item will need to be booked, you can make
the item bookable.In the staff client, select SearchSearch the CatalogBegin a title search to find an item.Click the title of the item that you want to book.The Record Summary will appear. In this view you can see
information about the item and its locations. Click Actions for this RecordHoldings Maintenance in the top right corner of the screen.The Holdings Maintenance screen will appear. In this screen,
you can view the volumes and copies of an item avaialable at each branch. To view the
barcodes and other information for each copy, click the arrow adjacent to the branch
with the copy that you need to view. Click on successive arrows until you find the
copy that you need to view.Select the item that you want to make bookable. Right click to open the menu, and
click Make Item Bookable.The item has now been added to the list of resources that are bookable. To book
the item, return to the Record Summary, and proceed with
booking..In Evergreen 1.6.1, there is no way to make an item “unbookable” after it has been
made bookable and has been reserved. The Delete Selected button
on this screen deletes the resource from the screen, but the item will be able to be
booked after it has been returned.Make a Cataloged Item Bookable On the FlyIf a patron wants to book an item immediately that does not have bookable status, you
can book the item on the fly if you have the appropriate permissions.Follow steps one through five in .Select the item that you want to make bookable. Right click to open the menu, and
click Book Item Now.A Reservations screen will appear in a new tab, and you can
make the reservation.Create a Bookable Status for Non-Bibliographic Itemsbooking reservationnon-bibliographic itemsStaff with the required permissions can create a bookable status for non-bibliographic
items. For example, staff can book conference rooms or laptops. You will be able to create
types of resources, specify the names of individual resources within each type, and set
attributes to describe those resources. You can then bring the values together through the
Resource Attribute Map.First, create the type of resource that you want to make bookable. Select AdminServer AdministrationBookingResource Types.A list of resource types will appear. You may also see titles of cataloged items
on this screen if they were added using the Make Item Bookable
or Book Now links. You should not attempt to add cataloged items
on this screen; it is best to use the aforementioned links to make those items
bookable. In this screen, you will create a type of resource.In the right corner, click New Resource Type.A box will appear in which you will create a type of resource. In this box, you
can set fines, determine “elbow room” periods between reservations on this type of
resource, and indicate if this type of resource can be transferred to another
library. Click Save when you have entered the needed
information.After you click Save, the box will disappear. Refresh the
screen to see the item that you have added.Next, set the attributes for the type of resource that you have created. Select Server AdministrationBookingResource Attributes.Click New Resource Attribute.A box will appear in which you can add the attributes of the resource. Attributes
are descriptive information that is provided to the staff member when the booking
request is made. For example, an attribute of the projector may be a cart that allows
for its transportation. Other attributes might be number of seats available in a
room, or MAC or PC attributes for a laptop. Click Save when
the necessary information has been entered.The box will disappear. Refresh the screen to see the added attribute.Next, add the values for the resource attributes. A value can be a number, yes/no,
or any other meaningful information. Select Server AdministrationBookingResource Attribute Values.Select New Resource Attribute Value.A pop up box will appear. Select the Resource Attribute from
the drop down box. Add the value. You can add multiple values for this field. Click
Save when the required information has been added.If you refresh the screen, the attribute value may not appear, but it has been
saved.Next, identify the specific objects that are associated with this resource type.
Click AdminServer AdministrationBookingResources.Click New Resource.A pop-up box will appear. Add information for the resource and click
Save. Repeat this process for each resource.Refresh the screen, and the resource(s) that you added will appear.Finally, use Resource Attribute Maps to bring together the
resource and its attributes. Select AdminServer AdministrationBookingResource Attribute Maps.Select New Resource Attribute MapSelect the resource that you want to match with its attributes, then click
Save. Repeat for all applicable resources.You have now created bookable, non-bibliographic resource(s) with
attributes.Setting Booking Permissionsbooking reservationsetting booking permissionsAdministrators can set permissions so that staff members can view reservations, make
reservations, and make bibliographic or non-bibliographic items bookable.If a staff member attempts to book an item for which they do not have the appropriate
permissions, they will receive an error message.To set permissions, select AdminServer AdministrationPermissions.Staff members should be assigned the following permissions to do common tasks in the
booking module. These permissions could be assigned to front line staff members, such as
circulation staff. Permissions with an asterisk (*) are
already included in the Staff permission group. All other
booking permissions must be applied individually.View Reservations: VIEW_TRANSACTION*Use the pull list:
RETRIEVE_RESERVATION_PULL_LISTCapture reservations: CAPTURE_RESERVATIONAssist patrons with pickup and return:
VIEW_USER*Create/update/delete reservations:
ADMIN_BOOKING_RESERVATIONThe following permissions allow users to do more advanced tasks, such as making items
bookable, booking items on the fly, and creating non-bibliographic resources for
booking.Create/update/delete booking resource type:
ADMIN_BOOKING_RESOURCE_TYPECreate/update/delete booking resource attributes:
ADMIN_BOOKING_RESOURCE_ATTRCreate/update/delete booking resource attribute
values: ADMIN_BOOKING_RESOURCE_ATTR_VALUECreate/update/delete booking resource:
ADMIN_BOOKING_RESOURCECreate/update/delete booking resource attribute
maps: ADMIN_BOOKING_RESOURCE_ATTR_MAPIn addition to having the permissions listed above, staff members will need a valid
working location in their profiles. This should be done when registering new staff members.