Merge branch 'master' of github.com:rsoulliere/Evergreen-DocBook
authorRobert Soulliere <rsoulliere@libdog.mohawkcollege.ca>
Fri, 6 Aug 2010 01:23:30 +0000 (21:23 -0400)
committerRobert Soulliere <rsoulliere@libdog.mohawkcollege.ca>
Fri, 6 Aug 2010 01:23:30 +0000 (21:23 -0400)
1.6/stafftasks/circulation.xml

index 793bb90..2c6924f 100644 (file)
-<?xml version='1.0' encoding='UTF-8'?>\r
-<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
-           xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="circulation">\r
-       <info>\r
-       <title>Circulation</title>\r
-               <abstract>\r
-                       <para>This chapter presents explains the circulation procedures carried out from the staff client.</para>\r
-               </abstract>\r
-       </info>    \r
-       <section xml:id="patronrecords">\r
-               <title>Patron Records</title>\r
-               <section xml:id="searchingpatrons">\r
-               <title>Searching Patrons</title>\r
-               \r
-                       <itemizedlist>\r
-                               <listitem>Search one field or combine.</listitem>\r
-                               <listitem>Truncate search terms for more search results.</listitem>\r
-                               <listitem>Include inactive patrons checkbox.</listitem>\r
-                               <listitem>Limit results to patrons in dropdown.</listitem>\r
-                       </itemizedlist>\r
-               \r
-               </section>\r
-               <section xml:id="Registeringpatrons">\r
-               <title>Registering New Patrons</title>\r
-               \r
-                       <itemizedlist>\r
-                               <listitem>Mandatory fields = Red.</listitem>\r
-                               <listitem>Save and clone user button: the contact info is copied into the next record. Records created using this method\r
-                               are automatically grouped together with the original record and share the same address, which can only be edited in the original record.</listitem>\r
-                               <listitem>Staff accounts can be added here just like patron accounts.</listitem>\r
-                       </itemizedlist>\r
-               </section>\r
-               <section xml:id="CloneUser">\r
-                       <title>Clone User from Existing Group Member</title>\r
-                       <procedure>\r
-                               <title>Create a new patron record – and patron group member – by cloning an existing patron record:</title>\r
-                               <step><para>Open patron record, click <guibutton>Other</guibutton>.</para></step>\r
-                               <step><para>Select Group.</para></step>\r
-                               <step><para>Highlight a group member to clone and <emphasis>right click</emphasis>.</para></step>\r
-                               <step><para>Select <guimenuitem>Register a New Group Member by Cloning Selected Patrons</guimenuitem>.</para></step>\r
-                               <step><para>A Register Patron Clone for Group tab will open displaying the Evergreen User Editor.</para></step>\r
-                               <step><para>Enter required patron information.</para></step>\r
-                               <step><para>Click <guibutton>Save User</guibutton>.</para></step>\r
-                               <step><para>After saving the clone record, the User Editor reverts to another clone template; create additional family/group member records.</para></step>\r
-                               <step><para>Close the <emphasis>Register Patron Clone for Group</emphasis> tab.</para></step>\r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="Updatingpatroninformation">\r
-               <title>Updating patron information</title>\r
-                       <procedure>\r
-                               <step><para>Retrieve the patron record</para></step>\r
-                               <step><para>Edit</para></step>\r
-                               <step><para>Finish then click <guibutton>Save User</guibutton>.</para></step>\r
-                               <step><para>Confirmation message, <emphasis>User updating is successful</emphasis></para></step>\r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="renewinglibrarycards">\r
-                       <title>Extend Account Expiration Date</title>\r
-                       <para>All patron accounts are set to <emphasis>expire</emphasis> in one year – this allows staff to verify patron contact information annually and update any out-of-date \r
-                       information.</para>\r
-                       <note><para>There is no warning that the account will soon expire. </para></note>\r
-                       <para>Loans are NOT shortened if due date is after the account expiration date.</para>\r
-                       <para>NO loans are possible until the account expiration date is extended.</para>                                               \r
-                       <procedure>\r
-                               <step><para>Access patron account, open Edit function tab.</para></step>\r
-                               <step><para>Click <guimenuitem>4. Groups and Permissions</guimenuitem> </para></step>\r
-                               <step><para>At Account Expiration Date, highlight the year and type the new year</para></step>\r
-                               <step><para>Click <guimenuitem>7. Finish</guimenuitem>, click <guibutton>Save User</guibutton></para></step>\r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="lostlibrarycards">\r
-                       <title>Lost Library Cards</title>\r
-                       <procedure>\r
-                               <step><para>Retrieve the patron record.</para></step>\r
-                               <step><para>Click <guibutton>Mark Lost</guibutton> button.</para></step>\r
-                               <step><para><menuchoice><guimenu>Finish</guimenu><guimenuitem>Save User</guimenuitem></menuchoice>.</para></step>\r
-                       \r
-                       </procedure>    \r
-                       <caution>\r
-                               <para>A lost card cannot be reinstated (A warning message will display; use the new card to retrieve the user’s \r
-                               record)</para>\r
-                       </caution>                      \r
-               </section>\r
-               <section xml:id="Resettingpatronpassword">\r
-               <title>Resetting a Patron's Password</title>\r
-                       <procedure>\r
-                               <step><para>Retrieve the record.</para></step>\r
-                               <step><para>Click <guibutton>Reset</guibutton> Button next to <guilabel>password</guilabel> field</para></step>\r
-                       </procedure>    \r
-                       <note>\r
-                               <para>The existing password is not displayed in patron records for security reasons.</para>\r
-                       </note>                 \r
-               </section>\r
-               <section xml:id="barringapatron">\r
-               <title>Barring a Patron</title>\r
-                       <procedure>\r
-                               <step>Select <guimenuitem>4: Groups and Permissions</guimenuitem>. Select the <guilabel>Barred</guilabel> checkbox.</step>\r
-                               <step>The Alert Message is required.</step>\r
-                               <step>Click <menuchoice><guimenu>Finish</guimenu><guimenuitem>Save User</guimenuitem></menuchoice>.</step>\r
-                       </procedure>    \r
-                       <note>Barring a patron from one library bars that patron from all consortium member libraries.</note>\r
-                       <para>To unbar a patron, uncheck the <guilabel>Barred</guilabel> checkbox and remove the alert message.</para>  \r
-                       <para>Barred: Stops patrons from using their library cards; alerts the staff that the patron is banned/barred from the \r
-                       library. The "check-out" functionality is disabled for barred patrons (NO option to override – the checkout window is unusable \r
-                       and the bar must be removed from the account before the patron is able to checkout items).  These patrons may still log in to \r
-                       the OPAC to view their accounts.</para>\r
-                       <para>Blocked: Often, these are system-generated blocks on patron accounts.  Some examples:\r
-                       <itemizedlist>\r
-                               <listitem>Patron exceeds fine threshold</listitem>\r
-                               <listitem>Patron exceeds max checked out item threshold.</listitem>\r
-                       </itemizedlist> \r
-                       </para>\r
-                       <para>A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions \r
-                       to override blocks.</para>\r
-               </section>\r
-               <section xml:id="patronalerts">\r
-                       <title>Patron Alerts</title>\r
-                       <para>There are two types of Patron Alerts:\r
-                               <itemizedlist>\r
-                                       <listitem>System-generated alerts: once the cause is resolved (e.g. patron's account has been renewed), the message \r
-                                       will disappear automatically. \r
-                                       <itemizedlist>\r
-                                               <listitem>View from <guimenuitem>Messages</guimenuitem> or <menuchoice><guimenu>Other</guimenu><guimenuitem>Display Alerts and \r
-                                               Messages</guimenuitem></menuchoice></listitem>\r
-                                       </itemizedlist>\r
-                                       </listitem>\r
-                                       <listitem>\r
-                                               <para>Staff-generated alerts: must be removed manually. – Yellow background in summary</para>\r
-                                               <procedure><title>To insert:</title>\r
-                                                       <step><para><menuchoice><guimenu>Edit</guimenu> <guimenuitem>Groups and Permissions</guimenuitem></menuchoice></para></step> \r
-                                                       <step><para>Alert Message field.</para></step> \r
-                                                       <step><para>Finish and <guibutton>Save User</guibutton>.</para></step> \r
-                                               </procedure>\r
-                                               <procedure><title>To remove:</title> \r
-                                                       <step><para>Click <guibutton>Clear</guibutton> button under the Alert Message box.</para></step> \r
-                                                       <step><para>Save the record.</para></step>      \r
-                                               </procedure>\r
-                                       </listitem>\r
-                               </itemizedlist> \r
-                       </para>\r
-                       <para>A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions \r
-                       to override blocks.</para>\r
-               </section>\r
-               <section xml:id="patronnotes">\r
-                       <title>Patron Notes</title>\r
-                       <para>See Notes message appears</para>\r
-                       <para>Notes are strictly communicative and may made visible to the patron, via their account on the OPAC.</para>\r
-                       <procedure>\r
-                               <title>To insert/remove a note:</title>\r
-                               <step><para>Open a patron record, click <guibutton>Other</guibutton></para></step>\r
-                               <step><para>Select <guimenuitem>Notes</guimenuitem>.</para></step>\r
-                               <step><para>Click Add New Note.</para></step>\r
-                               <step><para>Select if notes will be visible for staff only, or visible to the patron when logged into My Account in the OPAC.</para></step>\r
-                               <step><para>Add note Title and content.</para></step>\r
-                               <step><para>Click <guibutton>Add Note</guibutton></para></step>\r
-                               <step><para>Click <guibutton>OK</guibutton></para></step>\r
-                               <step><para>To delete a note, go to <menuchoice><guimenu>Other</guimenu> <guimenuitem>Notes</guimenuitem></menuchoice> and use the \r
-                               <guibutton>Delete This Note</guibutton> button under each note.</para></step>\r
-                       </procedure>    \r
-               </section>\r
-               <section xml:id="mergingpatronrecords">\r
-               <title>Merging Patron Records</title>\r
-                       <procedure><title>From the Patron Search screen:</title>\r
-                               <step><para>Search by the terms shared by the two records</para></step>\r
-                               <step><para>Select the two records to merge by pressing down the <keycap>CTRL</keycap> key and clicking each record. </para></step>\r
-                               <step><para>Click <guibutton>Merge Patrons</guibutton>.</para></step>\r
-                               <step><para>Select the record you want to keep by checking the radio button Lead Record above the appropriate record. \r
-                               </para></step>\r
-                               <step><para>Click the <guibutton>Merge Patrons</guibutton> button.</para></step>\r
-                               <note><para>Once two records have been merged, the notes, bills, holds and outstanding items under the non-lead record \r
-                               are brought to the lead record. Staff-inserted alert messages are not transferred.</para></note>\r
-                       </procedure>\r
-                       <procedure><title>From the Patron Group screen:</title>\r
-                               <step><para>Retrieve one of the two patron records you want to merge. Go to <menuchoice><guimenu>Other</guimenu> <guimenuitem>Group</guimenuitem></menuchoice>.</para></step>\r
-                               <step><para>The patron record is displayed as a group member. Click Choose <menuchoice><guimenu>Action</guimenu> <guimenuitem>Move another patron to this \r
-                               patron group</guimenuitem></menuchoice>.</para></step>\r
-                               <step><para>At the prompt, scan or type the patron's barcode. Click <guibutton>OK</guibutton>.</para></step>\r
-                               <step><para>Confirm the move by clicking the <guibutton>Move</guibutton> button on top of the screen. Click <guibutton>OK</guibutton> on the confirmation pop-up window. \r
-                               </para></step>\r
-                               <step><para>Both records are displayed as group members. Select both records by pressing the <keycap>CTRL</keycap> key and clicking each \r
-                               record. Click Choose an Action->Merge Selected Patrons.</para></step>\r
-                               <step><para>The merging records window pops up. Choose the lead record and continue to merge records as described in \r
-                               Step 4.</para></step>\r
-                               <note><para>The merged record will still show under group members. Both members point to the same patron \r
-                               record.</para></note>\r
-                       </procedure>\r
-               </section>\r
-       </section>\r
-       <section xml:id="circulatingitems">\r
-               <title>Circulating Items</title>\r
-               <para>Regular circulation: circulation of items in the regular collection.</para>               \r
-               <para>Pre-cataloged circulation: circulation of items that have a barcode but have not yet been cataloged. These items \r
-               may be checked out and then sent to cataloging when returned.</para>\r
-               <para>Non-cataloged circulation: circulation of items that are not in the catalog and do not have a barcode.</para> \r
-               <section xml:id="checkout">\r
-                       <title>Check Out (<keycap>F1</keycap>)</title>\r
-                       <procedure><title>Regular Items:</title>\r
-                               <step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to access <emphasis>Retrieve Patron by Barcode</emphasis></para></step>\r
-                               <step><para>Scan the patron barcode</para></step>\r
-                               <step><para>Patron Account opens to the Check Out function tab</para></step>                    \r
-                               <step><para>Scan or enter the item barcode.  Click <guibutton>Submit</guibutton> or hit <keycap>Enter</keycap> (for manual entries).</para></step>\r
-                               <step><para>Continue to scan barcodes until all items are charged.</para></step>\r
-                               <step><para>When finished, click <guibutton>Done</guibutton> to generate a receipt or to exit patron record, if not printing slip receipts.  \r
-                               </para></step>\r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="Precatalogeditems">\r
-                       <title>Pre-cataloged Items</title>\r
-                       <para>Pre-cat items are those items that have yet to be added to the database or that have barcode labels, but are not attached to an existing bibliographic record.</para>\r
-                       <caution><para>ONLY use Pre-Cat Checkout as a last resort, such as when a patron brings the item to the desk from the shelf and MUST have it that day. Otherwise, \r
-                       ask the patron to wait until you can have the item correctly processed.</para></caution>                                        \r
-                       <procedure>\r
-                               <title>From the Check Out screen:</title>\r
-                               <step><para>Scan the item barcode.</para></step>\r
-                               <step><para>An alert will appear stating: <emphasis>Mis-scan or non-cataloged item</emphasis>.</para></step>\r
-                               <step><para>To continue with check out, click <guibutton>Pre-cataloged</guibutton>.</para></step>\r
-                               <step><para>Enter title and author information and click <guibutton>Checkout</guibutton>.</para></step>\r
-                               <step><para>Item is added to the list of Check Outs</para></step>   \r
-                       </procedure>\r
-                       <procedure><title>Checking In Pre-cataloged Items</title>\r
-                               <step><para>Scan the item barcode.</para></step>\r
-                               <step><para>An alert will appear stating: "This item needs to be routed to Cataloging"</para></step>\r
-                               <step><para>Click <guibutton>OK</guibutton>.</para></step>\r
-                               <step><para>The item is added to the list of Check Ins, marked with: <emphasis>[barcode number] needs to be cataloged, Route To location = Cataloging and \r
-                               Status = Cataloging</emphasis></para></step>\r
-                               <note><para>The item MUST be routed to your holdings maintenance staff to be added to the database before further \r
-                               check outs.</para></note>                               \r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="noncatalogeditems">\r
-                       <title>Non-cataloged Items</title>\r
-                       <para>Non-cataloged items may be more familiar as <emphasis>Ephemeral</emphasis> items – they are those items that libraries do not wish to catalog, \r
-                       but do wish to track for circulation statistics.</para>                                         \r
-                       <para>Items are checked out with a due date but when the due date expires, the items disappear from the \r
-                       patron's record.</para>\r
-                       <para>No fines accrue.</para>\r
-                       <para>Circulation statistics are collected.</para>\r
-                       <procedure><title>From the Check Out screen:</title>\r
-                               <step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to access <emphasis>Retrieve Patron by Barcode</emphasis>.</para></step>\r
-                               <step><para>Scan patron barcode.</para></step>\r
-                               <step><para>The Patron Account opens to Check Out function tab.</para></step>\r
-                               <step><para>Click on Barcode to open the non-cataloged items selection list.</para></step>\r
-                               <step><para>Click the type of item, such as Paperback Book; the box for the barcode will become grayed out and labeled \r
-                               <emphasis>Non-cataloged</emphasis>.</para></step>\r
-                               <step><para>Click <guibutton>Submit</guibutton>.</para></step>\r
-                               <step><para>In the pop-up, enter the number of items being checked out.</para></step>\r
-                               <step><para>Click <guibutton>OK</guibutton>.</para></step>\r
-                               <step><para>The items are added to the Check Out list with a normal due date.</para></step>\r
-                       </procedure>\r
-                       <para>Non-cataloged items do not appear in the list of items out unless you select that option.</para>\r
-               <para>Click OK.</para>\r
-               </section>\r
-               <section xml:id="duedates">\r
-                       <title>Due Dates</title>\r
-                       <para>Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and \r
-                       inserted into circulation records if the Due Date is set Normal on the Check Out screen.  Different due dates \r
-                       may be set to override this circulation period.</para>\r
-                       <para>This process will allow staff to set a non-standard loan period prior to scanning the item in Check Out.</para>\r
-                       <procedure>\r
-                               <step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to Retrieve Patron.</para></step> \r
-                               <step><para>Scan the patron barcode.</para></step>\r
-                               <step><para>Scan the item barcode</para></step>\r
-                               <step><para>In the box labeled <guimenu>Normal</guimenu>, select a pre-set loan period from the list; OR\r
-                               Highlight <guimenu>Normal</guimenu> and type a specific date in YYYY-MM-DD format</para></step> \r
-                               <step><para>The item is checked out with the special due date.</para></step> \r
-                               <step><para>The special due date applies to all subsequent items until it is changed or the patron record is exited.</para></step>\r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="checkin">\r
-                       <title>Check In (F2)</title>\r
-                       <procedure><title>Regular check in:</title>\r
-                               <step><para>Click <guibutton>Check In</guibutton> button or hit <keycap>F2</keycap> to open Item Check In tab.</para></step>\r
-                               <step><para>Scan item barcode.</para></step>\r
-                               <step><para>Continue to scan barcodes until all items are discharged.</para></step>\r
-                               <step><para>Close tab when done.</para></step>\r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="backdatedcheckin">\r
-                       <title>Backdated Check In</title>\r
-                       <para>Used for checking items in from bookdrops or for unexpected closings.</para>\r
-                       <procedure>\r
-                               <step><para>Click the <guibutton>Check In</guibutton> button or hit <keycap>F2</keycap>.</para></step> \r
-                               <step><para>Enter backdated date in the Effective Date field (YYYY-MM-DD format).</para></step> \r
-                               <step><para>Click outside of the Effective Date field: the top green bar changes to red.  The new effective \r
-                               date displays at the top of the window.</para></step>\r
-                               <step><para>Scan items.</para></step>  \r
-                               <step><para>When finishing backdated check-in, change the Effective Date back to the current \r
-                               date or close tab.</para></step> \r
-                       </procedure>\r
-               </section>\r
-               <section xml:id="Renewaleditingduedate">\r
-                       <title>Renewal and Editing Item's Due Date</title>\r
-                       <para>Checked-out items can be renewed according to library policy. The new due date is calculated from the renewal \r
-                       date. Existing loans may be extended to a specific date by editing the due date.</para>\r
-                       <procedure>\r
-                               <title>Renewal</title>\r
-                               <step><para>Retrieve the patron record.</para></step> \r
-                               <step><para>Items Out screen.</para></step> \r
-                               <step><para>Select item(s) to renew. </para></step>\r
-                               <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Renew</guimenuitem></menuchoice>.</para></step> \r
-                               <step><para>To renew all items in the account, click <guibutton>Renew All</guibutton>.</para></step> \r
-                               <step><para>To view the new due date, click <guimenuitem>Refresh</guimenuitem>.</para></step> \r
-                       </procedure>\r
-                       <para>Renewal may also be done from the Items Status screen. See  <xref linkend="itemstatus"/>.</para>\r
-                       <procedure>\r
-                               <title>Editing the Due Date</title>\r
-                               <step><para>From the patron record, open Items Out tab</para></step> \r
-                               <step><para>Highlight the item, <emphasis>right click</emphasis>, and select <guimenuitem>Edit Due Date</guimenuitem></para></step>\r
-                               <step><para>To update multiple items highlight the first item, press and hold <keycap>Ctrl</keycap>, highlight additional items</para></step> \r
-                               <step><para>In the pop-up, enter the new due date.</para></step> \r
-                               <step><para>Click <guibutton>OK</guibutton>.</para></step> \r
-                               <step><para>Click <guibutton>Refresh</guibutton> to update the list.</para></step> \r
-                       </procedure>\r
-                       <tip><para>Select multiple items by pressing down the <keycap>CTRL</keycap> key and clicking each item to edit.</para></tip>\r
-                       <note><para>Editing the due date does not affect renewal count.</para></note>\r
-               </section>\r
-               <section xml:id="lostclaimedreturned">\r
-                       <title>Marking Items “Lost” and “Claimed Returned”</title>\r
-                       \r
-                       <procedure>\r
-                               <title>Lost Items</title>\r
-                               <step><para>Retrieve the patron record.</para></step> \r
-                               <step><para>Click <guimenuitem>Items Out</guimenuitem> tab.</para></step> \r
-                               <step><para>Select appropriate item(s).</para></step>\r
-                               <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Mark Lost (by Patron)</guimenuitem></menuchoice>.</para></step> \r
-                               <step><para>Refresh to reflect changes. Lost item(s) display in the <emphasis>Lost/Claimed Returned/Long Overdue</emphasis> \r
-                               field.</para></step>    \r
-                       </procedure>\r
-                       <note><para>Marking an item lost will automatically bill the patron the replacement cost of the item, plus a \r
-                       processing fee, as determined by local policy. If the cost is 0.00, a charge may be manually added to the bill. See the                                 \r
-                       section called <xref linkend="newgrocerybills"/> for details\r
-                       If the lost item is returned, the bill and payment (if bill has been paid) will not be cancelled/refunded automatically.                                        \r
-                       These bills must be dealt with manually, as per local policy.</para></note>\r
-\r
-                       <procedure>\r
-                               <title><emphasis>Claimed Returned</emphasis> Items</title>\r
-                               <step><para>Retrieve the patron record.</para></step> \r
-                               <step><para>Click <guibutton>Items Out</guibutton>.</para></step> \r
-                               <step><para>Select item(s).</para></step>\r
-                               <step><para><emphasis>Right click</emphasis>, and select <guimenuitem>Mark Claimed Returned</guimenuitem>. To update multiple items highlight the first item, \r
-                               press and hold <keycap>Ctrl</keycap>, highlight additional items and select <guimenuitem>Mark Claimed Returned</guimenuitem>.</para></step> \r
-                               <step><para>Enter a return date (YYYY-MM-DD format) and click OK.</para></step> \r
-                               <step><para>The “Claimed Returned” item will display in the <guibutton>Lost/Claimed Returned/Long Overdue</guibutton> \r
-                               field.</para></step> \r
-                       </procedure>\r
-                       <note>\r
-                       <para>If the item is overdue and the claims returned date is before the original due date, the fines disappear.</para>\r
-                       <para>If the item is overdue and the claims returned date is after the due date, the fines remain.</para>\r
-                       <para>If you do not enter the date claimed returned, the item is moved to the Claimed returned list, but the fines are not stopped.</para>\r
-                       <para>Items cannot be <emphasis>un-claimed returned</emphasis> except by checking in the item or marking it lost.</para>\r
-                       <para>There is a <guibutton>Claims Returned Count</guibutton> in the Edit tab, <guimenuitem>Groups and Permissions</guimenuitem> section; this must be manually reset.</para>\r
-                       <para>There are no alerts indicating claims returned items.</para>\r
-                       </note>\r
-               </section>\r
-               <section xml:id="inhouseuse">\r
-                       <title>In-house Use (F6)</title>\r
-                       <para>May be used to record in-house use for both cataloged and non-cataloged items.</para>\r
-\r
-                       <procedure>\r
-                                       <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Record-In House Use</guimenuitem></menuchoice></para></step> \r
-                                       <step><para>Cataloged items: Enter item barcode.  When recording more than one use of an item, edit the \r
-                                       number in the # of uses box.</para></step> \r
-                                       <step><para>Non-cataloged items: choose the appropriate item from the dropdown menu in the Barcode\r
-                                        box and Submit.</para></step>\r
-                       </procedure>\r
-                       <para>The statistics on in-house use are separated from circulation statistics. In-house use count \r
-                       of cataloged items is not included in the items' total use count.</para>\r
-               </section>\r
-               <section xml:id="itemstatus">\r
-                       <title>Item Status (<keycap>F5</keycap>)</title>\r
-                       <para>Many functions may be performed from the Item Status screen.  This section will cover circulation-related functions:\r
-                       checking item status, viewing past circulations, inserting item alert messages, and marking items missing or damaged.\r
-                       </para>\r
-                       <procedure>\r
-                                       <title>Checking Item Status</title>\r
-                                       <step><para>Select <menuchoice><guimenu>Search</guimenu><guisubmenu>Search for copies by Barcode or Circulation</guisubmenu>\r
-                                       <guimenuitem>Show Item Status by Barcode</guimenuitem></menuchoice>.</para></step> \r
-                                       <step><para>Enter item barcode.</para></step> \r
-                                       <step><para>Current status of the item displays, along with selected other fields. (Use the column picker \r
-                                       to choose which fields to view.)</para></step>\r
-                       </procedure>\r
-                       <note><para>If an item's status is <emphasis>Available</emphasis>, the displayed due date refers to the previous circulation's due date.</para></note>\r
-                       <procedure>\r
-                                       <title>Viewing Past Circulations</title>\r
-                                       <step><para>Retrieve an item (see above).</para></step> \r
-                                       <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu><guimenuitem>Show Last Few Circulations</guimenuitem></menuchoice>.</para></step> \r
-                                       <step><para>The item’s recent circulation history displays.</para></step>\r
-                                       <step><para>To retrieve the last patron to circulate the item, select <guimenuitem>Retrieve Last Patron</guimenuitem>.</para></step>\r
-                                       <step><para>Patron record will display in a new Tab.</para></step>\r
-                       </procedure>\r
-                       <para>Past circulations can also be retrieved from a patron's Items Out screen.</para>  \r
-               </section>\r
-               <section xml:id="markingitemsdamaged">\r
-                       <title>Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis></title>       \r
-                       <procedure>\r
-                                       <title>To mark items damaged or missing:</title>\r
-                                       <step><para>Retrieve the item.</para></step> \r
-                                       <step><para>Select the item. </para></step> \r
-                                       <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Mark Item Damaged or Mark \r
-                                       Item Missing</guimenuitem></menuchoice>. </para></step>\r
-                       </procedure>\r
-                       <para>This procedure also allows items to be checked in or renewed through the <guimenuitem>Check in Items</guimenuitem> and <guimenuitem>Renew Items</guimenuitem> options on the \r
-                       dropdown menu.</para>           \r
-               </section>\r
-               <section xml:id="itemalerts">\r
-                       <title>Item alerts</title>\r
-                       <para>The Edit Item Attributes function on Actions for Selected Items allows editing of item records, such as inserting \r
-                       item alerts.</para>\r
-                       <procedure>\r
-                                       <step><para>Retrieve record.</para></step> \r
-                                       <step><para>Highlight the item.</para></step> \r
-                                       <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Edit Item Attributes</guimenuitem></menuchoice>.</para></step>\r
-                                       <step><para>The item record displays in the Copy Editor.</para></step> \r
-                                       <step><para>Click Alert Message in the Miscellaneous column. </para></step> \r
-                                       <step><para>Type in the message and click <guibutton>Apply</guibutton>.</para></step>\r
-                                       <step><para>Click <guibutton>Modify Copies</guibutton> and confirm.</para></step> \r
-                       </procedure>\r
-               </section>\r
-       </section>\r
-       <section xml:id="billsandpayments">\r
-               <title>Bills and Payments</title>\r
-               <section xml:id="circulationgrocerybills">\r
-                       <title>Circulation vs. Grocery Bills</title>\r
-                       <para>There are two types of bills in Evergreen: Circulation bills and Grocery bills. </para>\r
-                       <para>Circulation bills: system-generated (overdue fines, lost item cost, processing fees, etc.).</para>\r
-                       <para>Overdue fines are added daily once an item is overdue. </para>\r
-                       <para>When an item is marked as lost, bills may be automatically generated to cover the item's cost and a processing fee, according to library policy.</para>\r
-                       <para>Grocery bills: staff-applied to patron accounts.</para>           \r
-               </section>              \r
-               <section xml:id="makingpayments">\r
-                       <title>Making Payments</title>                  \r
-                       <procedure>\r
-                               <title>To collect payments:</title>                             \r
-                               <step><para>Retrieve the patron record.</para></step> \r
-                               <step><para>Bills</para></step> \r
-                               <step><para>When bills are paid, the money applied starts at the top of the list of checked-off bills. To pay a specific bill, uncheck the other boxes. \r
-                               (Note the presence of the Uncheck All and Check All options.)</para></step>\r
-                               <step><para>Select a payment type.</para></step> \r
-                               <step><para>Enter the amount of payment in the <guilabel>Payment received</guilabel> field.</para></step> \r
-                               <step><para>Apply Payment.</para></step> \r
-                               <step><para>The patron’s bill screen and owed balance will update.</para></step>      \r
-                       </procedure>\r
-                       <note><para>Items marked with red are still checked out. It is possible for a patron to pay a bill while the item is still out and accruing fines.</para></note>\r
-                       <tip><para>You may choose to annotate payment and fill in resulting text box according to library policy.</para></tip>\r
-               </section>\r
-               <section xml:id="makingchange">\r
-                       <title>Making Change</title>    \r
-                       <para>Change will be calculated if the payment amount is over the selected bill amount. After typing in a payment amount, click into the \r
-                       <guilabel>=Change</guilabel> field. The change amount will\r
-                       display. </para>\r
-               </section>\r
-               <section xml:id="voidforgive">\r
-                       <title>Void vs. Forgive</title> \r
-                       <para>Void clears all history of the bill, while forgive retains the history.</para>\r
-                       <procedure>\r
-                               <title>Forgiving Bills:</title>                         \r
-                               <step><para>Retrieve the patron record.</para></step> \r
-                               <step><para>Choose <guimenuitem>forgive</guimenuitem> as the payment type </para></step> \r
-                               <step><para>Enter the amount to be forgiven. </para></step>\r
-                               <step><para>Apply Payment.</para></step> \r
-                       </procedure>\r
-                       <section xml:id="voidbills">\r
-                               <title>Voiding Bills</title>\r
-                               <para>Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole.</para>         \r
-                               <procedure>\r
-                                       <title>To void the whole amount:</title>                        \r
-                                       <step><para>Click <guibutton>Void All Billings</guibutton></para></step> \r
-                                       <step><para>confirm.</para></step>\r
-                               </procedure>                            \r
-                               <procedure>\r
-                                       <title>To void a partial amount:</title>\r
-                                       <step><para>Click <guibutton>Full Details for the transaction</guibutton>.</para></step> \r
-                                       <step><para>The bill details screen displays.</para></step>\r
-                                       <step><para>Select the bill to void.</para></step> \r
-                                       <step><para>Void Selected Billings.</para></step> \r
-                                       <step><para>Confirm.</para></step> \r
-                               </procedure>            \r
-                       </section>\r
-               </section>\r
-               <section xml:id="newgrocerybills">\r
-                       <title>Adding New "Grocery" Bills</title>\r
-                       <para>A grocery bill can be added as a new bill or to an existing bill.</para>          \r
-                       <procedure>\r
-                               <title>To add a as a new bill:</title>                  \r
-                               <step><para>Retrieve the patron record. </para></step> \r
-                               <step><para>Select <guimenuitem>Bills</guimenuitem>.</para></step>\r
-                               <step><para>Click <guibutton>Bill Patron</guibutton>.</para></step> \r
-                               <step><para>Choose appropriate billing type from the drop down menu. (<guimenuitem>Grocery</guimenuitem> is the only available transaction type.)</para></step>\r
-                               <step><para>Enter the Amount and Note (as required).</para></step> \r
-                               <step><para>Submit this Bill and confirm.</para></step> \r
-                       </procedure>                            \r
-                       <procedure>\r
-                               <title>To add bill to an existing bill line:</title>\r
-                               <step><para>Select <guimenuitem>Bills</guimenuitem>.</para></step> \r
-                               <step><para>Click <guibutton>Add Billing</guibutton> at the bottom of the correct bill line.</para></step>\r
-                               <step><para>Choose appropriate billing type from the drop down menu. (<guimenuitem>Grocery</guimenuitem> is the only available transaction type.)</para></step>\r
-                               <step><para>Enter the Amount and Note (as required).</para></step> \r
-                               <step><para>Submit this Bill and confirm.</para></step> \r
-                               <step><para>The Money Summary will adjust accordingly.</para></step> \r
-                       </procedure>            \r
-               </section>\r
-               <section xml:id="billhistory">\r
-                       <title>Bill History</title>\r
-                       <para>The Bill History view includes specific details about the item as well as information about the bill and payments.</para>                 \r
-                       <procedure>\r
-                               <title>To view a patron’s bill history:</title>                       \r
-                               <step><para>From the patron record, open the Bills tab</para></step> \r
-                               <step><para>Click <guimenuitem>History</guimenuitem>.</para></step>\r
-                               <step><para>The Bill History window opens.</para></step>\r
-                               <step><para>Highlight a bill in the Bill History pane to view its Item Summary.</para></step> \r
-                               <step><para>For more information, select a bill and click <guibutton>Full Details</guibutton>.</para></step>\r
-                       </procedure>                                            \r
-                       <note><para>Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record.  The charge will remain on the patron's account \r
-                       after the deletion.</para></note>\r
-               </section>\r
-       </section>\r
-       <section xml:id="Holds">\r
-               <title>Holds</title>\r
-               <note><para>Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record.  The charge will remain on the patron's account \r
-               after the deletion.</para></note>\r
-               <section xml:id="ViewingHolds">\r
-                       <title>Viewing Holds</title>\r
-                       <procedure>\r
-                               <title>To view holds for a record:</title>                      \r
-                               <step><para>Under Actions for this Record (<keycombo><keycap>Alt</keycap><keycap>A</keycap></keycombo>), select View Holds \r
-                               (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>). You can do this from any record view. You do not have to be in \r
-                               Holdings Maintenance.</para></step> \r
-                               <step><para>The View Holds screen opens.</para></step>\r
-                       </procedure>                    \r
-               </section>      \r
-               <section xml:id="placingholds">\r
-                       <title>Placing Holds</title>\r
-                       <para>Holds may be placed by staff through the staff client or by patrons through the OPAC. This chapter explains placing holds through the client which can be placed for \r
-                       from several different places.</para> \r
-               </section>\r
-               <section xml:id="holdslevels">\r
-                       <title>Holds Levels</title>\r
-                       <para>Evergreen has four hold levels. Library staff may place holds at all four levels, while patrons may only place Meta-record and Title-level holds.</para> \r
-                       <table xml:id="search.relevance">\r
-                       <title>Hold Levels Explained:</title>\r
-                       <tgroup cols="5">\r
-                               <thead>\r
-                                       <row>\r
-                                               <entry>Hold Level</entry>\r
-                                               <entry>Abbreviation</entry>\r
-                                               <entry><emphasis>How To</emphasis></entry>\r
-                                               <entry>Used By</entry>\r
-                                               <entry>Hold Links To</entry>\r
-                                       </row>\r
-                               </thead>\r
-                               <tbody>\r
-                                       <row>\r
-                                               <entry>Meta-Record</entry>\r
-                                               <entry>M</entry>\r
-                                               <entry>Click <guibutton>Place Hold</guibutton> next to the title.  From the <emphasis>Holds Confirmation Screen</emphasis>, click <guimenu>Advanced \r
-                                               Hold Options</guimenu> and select <guimenuitem>other applicable formats</guimenuitem></entry>\r
-                                               <entry>Patron or staff</entry>\r
-                                               <entry>Group of records in different formats (book, video, audiobook, etc) with the same title.</entry>\r
-                                       </row>\r
-                                       <row>\r
-                                               <entry>Title Record</entry>\r
-                                               <entry>T</entry>\r
-                                               <entry>Click <guibutton>Place Hold</guibutton> next to the title</entry>\r
-                                               <entry>Patron or staff</entry>\r
-                                               <entry>A single MARC (title) record</entry>\r
-                                       </row>\r
-                                       <row>\r
-                                               <entry>Volume</entry>\r
-                                               <entry>V</entry>\r
-                                               <entry>Click <guibutton>Place Hold</guibutton> on any item in the holdings list (next to the call number)</entry>\r
-                                               <entry>Staff</entry>\r
-                                               <entry>A call-number-specific volume record</entry>\r
-                                       </row>\r
-                                       <row>\r
-                                               <entry>Copy</entry>\r
-                                               <entry>C</entry>\r
-                                               <entry>Click <guibutton>Details</guibutton> to view the barcode.  Select <guibutton>Place Hold</guibutton> (next to the barcode)</entry>\r
-                                               <entry>Staff</entry>\r
-                                               <entry>An item barcode</entry>\r
-                                       </row>          \r
-                               </tbody>\r
-                       </tgroup>\r
-                       </table>\r
-                       <note><para>Meta-Record holds: If you select formats as being <guimenuitem>Acceptable Alternative Formats</guimenuitem>, the patron’s hold will be filled with the first \r
-                       available item.  If Books is selected, for instance, \r
-                       a paperback edition could fill the hold, even when the hold is placed on the hardback record.  If there are many different records for the same item, books attached to \r
-                       other records could fill the hold, so this may speed hold fulfillment. If Audiobooks is selected, the patron could also receive the audiobook if that is the first available \r
-                       version of the item. If audiobooks are selected, the patron could receive a cassette or CD version if Evergreen libraries own both.</para></note>\r
-                       <procedure>\r
-                               <title>Placing Holds from Catalog Records:</title>                      \r
-                               <step><para>Retrieve the desired title record (<menuchoice><guimenu>Search </guimenu> <guimenuitem>Search the Catalog</guimenuitem></menuchoice>).</para></step> \r
-                               <step><para>Scan or type patron’s barcode into the <guilabel>Enter recipient barcode</guilabel> field. Click <guibutton>Submit</guibutton>.</para></step>\r
-                               <step><para>Click on an entry to display it’s summary.</para></step> \r
-                               <step><para>Edit the <guilabel>patron hold notification</guilabel> and <guilabel>expiration date</guilabel> fields as required. (A default hold expiration date will \r
-                               display if the library has set up a <emphasis>default holds expiration period</emphasis> in its library settings.)</para></step>\r
-                               <step><para>Select <guimenuitem>Advanced Options</guimenuitem> to create a meta-level hold.</para></step> \r
-                               <step><para>Place Hold and confirm.</para></step>\r
-                       </procedure>\r
-                       <note><para>Uncaptured holds will not be targeted after their expiration dates. If the Suspend this Hold checkbox is selected, the hold will be suspended and will not \r
-                       be captured until reactivated.</para></note>                                    \r
-                       <procedure>\r
-                               <title>Placing Holds from Patron Records:</title>                       \r
-                               <step><para>Open the patron record.</para></step> \r
-                               <step><para>Click <guibutton>Holds</guibutton></para></step>\r
-                               <step><para>Click <guibutton>Place Hold</guibutton> (top left top corner).</para></step> \r
-                               <step><para>The Advanced Search interface opens within the Holds pane.</para></step>\r
-                               <step><para>Enter item search criteria and click <guibutton>Submit Search</guibutton>.</para></step> \r
-                               <step><para>Locate the desired item in the Title Results list and click <guibutton>Place hold</guibutton></para></step>\r
-                               <step><para>The patron's account information will retrieve automatically.</para></step>\r
-                               <step><para>Verify contact methods and pick up location.</para></step>\r
-                               <step><para>Set the <guilabel>notification</guilabel> and <guilabel>expiration date</guilabel> fields as required.</para></step>\r
-                               <step><para>Click <guibutton>Place Hold</guibutton> and confirm.</para></step> \r
-                       </procedure>\r
-                       <para>Multiple holds may be placed at one time. Select <guimenuitem>Holds</guimenuitem> to return to the Holds screen. Select <guimenuitem>Refresh</guimenuitem> to \r
-                       reflect newly placed holds.</para>\r
-                       <para>If the hold fails, a dialog box will open up indicating that the hold you are trying to place is invalid. For instance, if you try to place a hold on an audiovisual \r
-                       item where your library has no holdings, or if the patron has reached the limit of holds a person can place.</para>\r
-               </section>\r
-               <section xml:id="managingholds">\r
-                       <title>Managing Holds</title>\r
-                       <para>Holds may be cancelled at any time by staff or patrons.</para>            \r
-                       <para>Before holds are captured, staff or patrons may:                  \r
-                               <itemizedlist>\r
-                                       <listitem>Suspend or set holds as inactive for a period of time without losing the hold queue position;</listitem>\r
-                                       <listitem>Activate suspended holds;</listitem>\r
-                                       <listitem>Edit the hold notification method, pick-up location, expiration date, or activation date;</listitem>\r
-                               </itemizedlist>\r
-                       </para>\r
-                       <para>Staff can edit holds from patron records or title records. Patrons may edit holds from their OPAC account.</para>\r
-                       <procedure>\r
-                               <title>Managing Holds in Patron Records:</title>\r
-                               <step><para>Retrieve the patron record.</para></step> \r
-                               <step><para>Select <guimenuitem>Holds</guimenuitem>.</para></step>\r
-                               <step><para>Highlight the appropriate hold record.</para></step> \r
-                               <step><para>Select <guimenuitem>Actions for Selected Items</guimenuitem>.</para></step> \r
-                               <step><para>Manage the hold by choosing an action on the list. </para></step> \r
-                       </procedure>    \r
-                       <note><para>Captured holds with statuses of <emphasis>On Hold Self</emphasis> or <emphasis>Ready for Pickup</emphasis> can be cancelled by staff or patrons. The status \r
-                       of these items will not be change until they are <emphasis>checked in</emphasis>.</para></note>\r
-                       <procedure>\r
-                               <title>Managing Holds in Title Records:</title>\r
-                               <step><para>Retrieve and display the appropriate title record through the catalog.</para></step> \r
-                               <step><para>Choose <menuchoice><guimenu>Actions for this Reord</guimenu> <guimenuitem>View Holds</guimenuitem></menuchoice>.</para></step>\r
-                               <step><para>By default, only holds with the pickup location of your library are displayed.</para></step> \r
-                               <step><para>Highlight the hold(s) to edit. </para></step> \r
-                               <step><para>Click <guimenu>Actions for Selected Holds</guimenu> and the appropriate action.</para></step> \r
-                       </procedure>    \r
-                       <tip><para>Holds may be sorted on the View Holds screen. Click <guimenuitem>Request Date</guimenuitem> to find the position of a patron in the hold queue. Use the column \r
-                       picker to display patron barcodes and names.  Columns may be saved for a login using the <guibutton>Save Columns</guibutton> button.</para></tip>       \r
-               </section>              \r
-               <section xml:id="TransferringHolds">\r
-                       <title>Transferring Holds</title>\r
-                       <procedure>\r
-                               <title>To transfer holds from one item to another:</title>\r
-                               <step><para>Open the record you need to transfer the hold from in one tab and the record you need to transfer the hold to in another tab.</para></step> \r
-                               <step><para>View the holds on the record where the hold is currently.</para></step>\r
-                               <step><para>You will copy the patron barcode of the hold you need to move. Select Patron barcode in the column picker. Then <emphasis>right click</emphasis> on the \r
-                               line you need, and select <guimenuitem>Copy to Clipboard</guimenuitem></para></step> \r
-                               <step><para>Click on the patron barcode. Make sure you do not click on the item barcode if it is in your box.</para></step>\r
-                               <step><para>A box will open up telling you what has been copied to the clipboard.</para></step> \r
-                               <step><para>Click <guibutton>OK</guibutton> or press <keycap>Enter</keycap>.</para></step>\r
-                               <step><para> You can now use this patron barcode to place a hold.</para></step>\r
-                               <step><para>Go to the tab where you have opened the record where you need to move the hold.</para></step> \r
-                               <step><para>Then you will need to cancel the hold on the first record.</para></step>     \r
-                       </procedure>    \r
-               </section>      \r
-               <section xml:id="CancelingHolds">\r
-                       <title>Canceling Holds</title>\r
-                       <procedure>\r
-                               <title>To cancel a hold:</title>\r
-                               <step><para>View the holds for the item.</para></step> \r
-                               <step><para>Highlight the hold you need to cancel.</para></step>\r
-                               <step><para>Click <guimenu>Actions for Selected Holds</guimenu> (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>)</para></step> \r
-                               <step><para>Select <guimenuitem>Cancel Hold</guimenuitem> (<keycombo><keycap>Alt</keycap><keycap>C</keycap></keycombo>)</para></step>\r
-                               <step><para>A Window will open asking if you are sure you wish to cancel the hold.</para></step> \r
-                               <step><para>If it is the correct hold, click <guibutton>Yes</guibutton> (<keycombo><keycap>Alt</keycap><keycap>Y</keycap></keycombo>).</para></step>\r
-                               <step><para>The window will close, and the hold will disappear from the list.</para></step>\r
-                       </procedure>    \r
-               </section>\r
-               <section xml:id="RetargetingHolds">\r
-                       <title>Retargeting Holds</title>\r
-                       <para>Holds need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order \r
-                       to In Process. The system does not automatically recognize the newly added items as available to fill holds.  This also needs to be done if items marked as Damaged or \r
-                       Missing or set to other non-circulating statuses are once again made available for circulation.</para> \r
-                       <procedure>\r
-                               <title>To Retarget a hold:</title>\r
-                               <step><para>View the holds for the item.</para></step> \r
-                               <step><para>highlight all the holds for the record, which have a status of Waiting for Copy. If there are a lot of holds, it may be helpful to sort the\r
-                                holds by <emphasis>Status</emphasis>.</para></step>\r
-                               <step><para> Click on the head of the status column.</para></step> \r
-                               <step><para>Under <guimenu>Actions for Selected Holds</guimenu> (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>) select <guimenuitem>Find Another \r
-                               Target</guimenuitem> (<keycombo><keycap>Alt</keycap><keycap>T</keycap></keycombo>)</para></step>\r
-                               <step><para>A window will open asking if you are sure you would like to reset the holds for these items.</para></step> \r
-                               <step><para>Click <guibutton>Yes</guibutton> (<keycombo><keycap>Alt</keycap><keycap>Y</keycap></keycombo>).  Nothing may appear to happen, or if you are retargeting \r
-                               a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.</para></step>\r
-                               <step><para>When the screen refreshes, the holds will be retargeted the system will now recognize the new items and items with a new status as \r
-                               available for holds.</para></step>\r
-                       </procedure>    \r
-               </section>\r
-               <section xml:id="holdspulllist">\r
-                       <title>Holds Pull List</title>\r
-                       <para>Holds may have one of three statuses: <emphasis>Waiting for Copy</emphasis>, <emphasis>Waiting for Capture</emphasis>, or \r
-                       <emphasis>Ready for Pickup</emphasis>.</para>           \r
-                       <para><emphasis>Waiting-for-copy</emphasis>: all copies are checked out or otherwise unavailable.</para>\r
-                       <para><emphasis>Waiting-for-capture</emphasis>: an available copy is assigned to the hold. The item displays on the Holds Pull List. Staff must retrieve and capture the hold.</para>\r
-                       <para><emphasis>Ready-for-pickup</emphasis>: the hold has been captured and is waiting for patron pickup.</para>\r
-                       <procedure>\r
-                               <title>To retrieve the Holds Pull List:</title>\r
-                               <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Pull List for Hold Requests</guimenuitem></menuchoice>.</para></step> \r
-                               <step><para>The Holds Pull List displays. </para></step>\r
-                               <step><para>Sort by clicking the column labels (e.g. Call Number).</para></step> \r
-                               <step><para>To print, click <guibutton>Print Page</guibutton> on the top right of the screen.</para></step> \r
-                       </procedure>    \r
-                       <note><para>The Holds Pull List is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear \r
-                       from the list. </para></note>\r
-                       <section xml:id="capturingholds">\r
-                               <title>Capturing Holds</title>\r
-                               <para>Holds may be captured when a checked-out item is returned (checked in) or when an item on the Holds Pull List is retrieved and captured. When a hold is captured, a \r
-                               hold slip may be printed and an email notification will be sent out, if enabled for the hold.</para>    \r
-                               <procedure>\r
-                                       <title>To capture a hold: </title>\r
-                                       <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Capture Holds</guimenuitem></menuchoice>.</para></step> \r
-                                       <step><para>Scan or type barcode and click <guibutton>Submit</guibutton>.</para></step>\r
-                                       <step><para>A hold slip prints automatically.</para></step> \r
-                               </procedure>    \r
-                               <tip><para> Holds can also be captured on the <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Check In Items</guimenuitem></menuchoice> screen. \r
-                               If the <guilabel>Auto-Print Hold</guilabel> and <guilabel>Transit Slips</guilabel> checkboxes are selected, hold slips will print automatically.</para></tip>   \r
-                       </section>\r
-               </section>      \r
-               <section xml:id="holdsshelflist">\r
-                       <title>Holds Shelf List</title>\r
-                       <para>Items with Ready-for-pickup status are displayed on the Hold Shelf List. Hold Shelf List can help manage items on the hold shelf.</para>  \r
-                       <procedure>\r
-                               <title>To view the holds shelf list:</title>\r
-                               <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Browse Holds Shelf</guimenuitem></menuchoice></para></step> \r
-                               <step><para>Actions for Selected Holds are available, as in the patron record. </para></step>\r
-                               <step><para>Expired holds may be deleted from this screen.</para></step> \r
-                       </procedure>    \r
-                       <caution><para>If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation.</para></caution>\r
-               </section>\r
-       </section>\r
-       <section xml:id="transititems">\r
-               <title>Transit Items</title>\r
-               <para>Evergreen’s In Transit feature tracks items transferring among branches. It allows patrons to return items at any branch and for holds to be placed on items at other branches.</para>\r
-               <para>When will an item go In Transit?</para>   \r
-               <orderedlist>\r
-                       <listitem>When an item is checked in at a non-owning branch the status changes to <emphasis>In Transit</emphasis>.  A transit slip may be printed.</listitem>\r
-                       <listitem>When a hold is captured for an item with a pickup branch other than location at which the hold is captured, the item’s status will be changed to \r
-                       <emphasis>In Transit</emphasis>. If the hold is captured from the <emphasis>Check In</emphasis> screen, a prompt to print the Transit/Hold slip will display. \r
-                       If the hold is captured from the <emphasis>Capture Holds</emphasis> screen, a Transit/Hold slip will be printed automatically.</listitem>\r
-               </orderedlist>\r
-               <section xml:id="receivingtransititems">\r
-                       <title>Receiving In Transit Items</title>\r
-                       <para>All items received through transit must be checked in by the receiving branch.  This changes the items' statuses from <emphasis>In Transit</emphasis> to \r
-                       <emphasis>Reshelving</emphasis> or <emphasis>Ready for Pickup</emphasis>.</para> \r
-               </section>\r
-               <section xml:id="transitlist">\r
-                       <title>Transit List</title>\r
-                       <para>The Transit List report may be used to as a tool to help manage your incoming and outgoing transits.</para>\r
-                       <procedure>\r
-                               <title>To access and use the Transit List report:</title>\r
-                               <step><para>Select <menuchoice><guimenu>Admin</guimenu> <guisubmenu>Local System Administration</guisubmenu><guimenuitem>Transit List</guimenuitem></menuchoice>.\r
-                               </para></step> \r
-                               <step><para>Specify <guimenuitem>ransit to</guimenuitem> or <guimenuitem>Transit from library</guimenuitem> from the dropdown menu. </para></step>\r
-                               <step><para>Pick a date range in <guilabel>Transit Date falls between</guilabel> fields.</para></step> \r
-                               <step><para>Click <guibutton>Transits Retrieve</guibutton>.</para></step> \r
-                               <step><para>Items with an <emphasis>In Transit</emphasis> status for the selected time period are listed. </para></step>\r
-                       </procedure>     \r
-               </section>\r
-               <section xml:id="abortingtransits">\r
-                       <title>Aborting Transits</title>\r
-                       <para>Transits may be aborted (cancelled) from multiple locations within Evergreen.</para>\r
-                       <para>Use when processing missing in transit items or a patron requests an item that has just been returned and is in transit to its home library for reshelving. \r
-                       This procedure can be performed from the <emphasis>Transit List</emphasis> or from the <emphasis>Item Status</emphasis> screen.</para>\r
-                       <procedure>\r
-                               <title>Aborting transits from the Transit List screen: </title>\r
-                               <step><para>Select the transit(s) to cancel.</para></step> \r
-                               <step><para>Select <menuchoice><guimenu>Actions for Selected Transits</guimenu> <guimenuitem>Abort Transits</guimenuitem></menuchoice>.</para></step>\r
-                               <step><para>The transit is cancelled, but will still display in the list. </para></step> \r
-                               <step><para>Click <guibutton>Retrieve Transits</guibutton>. The screen will refresh and the cancelled item(s) will no longer display as transits. </para></step> \r
-                       </procedure>    \r
-                       <section xml:id="cancellingtransitscheckout">\r
-                               <title>Cancelling Transits at Checkout</title>\r
-                               <para>Items with a status of <emphasis>in transit</emphasis> trigger a notification when an attempt is made to check them out.  To allow <emphasis>in transit</emphasis> \r
-                               items to be checked out, override the block by clicking Abort Transit on the alert screen.  Proceed by clicking <guibutton>Checkout</guibutton>.</para> \r
-                               \r
-                       </section>\r
-                       <section xml:id="cancellingtransitsItemStatus">\r
-                               <title>Cancelling Transits from Item Status</title>\r
-                               <para>Items with a status of <emphasis>in transit</emphasis> trigger a notification when an attempt is made to check them out. To allow \r
-                               <emphasis>in transit</emphasis> items to be checked out, override the block by clicking Abort Transit on the alert screen.  Proceed by clicking Checkout.</para> \r
-                               <procedure>\r
-                                       <title>Aborting transits from the Transit List screen: </title>\r
-                                       <step><para>Click <guimenuitem>Item Status</guimenuitem> or hit <keycap>F5</keycap></para></step> \r
-                                       <step><para>Scan Item barcode</para></step>\r
-                                       <step><para><emphasis>Right click</emphasis> on the item and select <guibutton>Abort Transit</guibutton></para></step> \r
-                                       <step><para>At Aborting Transits pop-up, click <guibutton>Yes</guibutton></para></step> \r
-                                       <step><para>The item now has the status <emphasis>Reshelving</emphasis>.</para></step>  \r
-                               </procedure>    \r
-                       </section>\r
-               </section>\r
-       </section>\r
-</chapter>\r
+<?xml version='1.0' encoding='UTF-8'?>
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
+           xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="circulation">
+       <info>
+       <title>Circulation</title>
+               <abstract>
+                       <para>This chapter presents explains the circulation procedures carried out from the staff client.</para>
+               </abstract>
+       </info>    
+       <section xml:id="patronrecords">
+               <title>Patron Records</title>
+               <section xml:id="searchingpatrons">
+               <title>Searching Patrons</title>
+               
+                       <itemizedlist>
+                               <listitem>Search one field or combine.</listitem>
+                               <listitem>Truncate search terms for more search results.</listitem>
+                               <listitem>Include inactive patrons checkbox.</listitem>
+                               <listitem>Limit results to patrons in dropdown.</listitem>
+                       </itemizedlist>
+               
+               </section>
+               <section xml:id="Registeringpatrons">
+               <title>Registering New Patrons</title>
+               
+                       <itemizedlist>
+                               <listitem>Mandatory fields = Red.</listitem>
+                               <listitem>Save and clone user button: the contact info is copied into the next record. Records created using this method
+                               are automatically grouped together with the original record and share the same address, which can only be edited in the original record.</listitem>
+                               <listitem>Staff accounts can be added here just like patron accounts.</listitem>
+                       </itemizedlist>
+               </section>
+               <section xml:id="CloneUser">
+                       <title>Clone User from Existing Group Member</title>
+                       <procedure>
+                               <title>Create a new patron record – and patron group member – by cloning an existing patron record:</title>
+                               <step><para>Open patron record, click <guibutton>Other</guibutton>.</para></step>
+                               <step><para>Select Group.</para></step>
+                               <step><para>Highlight a group member to clone and <emphasis>right click</emphasis>.</para></step>
+                               <step><para>Select <guimenuitem>Register a New Group Member by Cloning Selected Patrons</guimenuitem>.</para></step>
+                               <step><para>A Register Patron Clone for Group tab will open displaying the Evergreen User Editor.</para></step>
+                               <step><para>Enter required patron information.</para></step>
+                               <step><para>Click <guibutton>Save User</guibutton>.</para></step>
+                               <step><para>After saving the clone record, the User Editor reverts to another clone template; create additional family/group member records.</para></step>
+                               <step><para>Close the <emphasis>Register Patron Clone for Group</emphasis> tab.</para></step>
+                       </procedure>
+               </section>
+               <section xml:id="Updatingpatroninformation">
+               <title>Updating patron information</title>
+                       <procedure>
+                               <step><para>Retrieve the patron record</para></step>
+                               <step><para>Edit</para></step>
+                               <step><para>Finish then click <guibutton>Save User</guibutton>.</para></step>
+                               <step><para>Confirmation message, <emphasis>User updating is successful</emphasis></para></step>
+                       </procedure>
+               </section>
+               <section xml:id="renewinglibrarycards">
+                       <title>Extend Account Expiration Date</title>
+                       <para>All patron accounts are set to <emphasis>expire</emphasis> in one year – this allows staff to verify patron contact information annually and update any out-of-date 
+                       information.</para>
+                       <note><para>There is no warning that the account will soon expire. </para></note>
+                       <para>Loans are NOT shortened if due date is after the account expiration date.</para>
+                       <para>NO loans are possible until the account expiration date is extended.</para>                                               
+                       <procedure>
+                               <step><para>Access patron account, open Edit function tab.</para></step>
+                               <step><para>Click <guimenuitem>4. Groups and Permissions</guimenuitem> </para></step>
+                               <step><para>At Account Expiration Date, highlight the year and type the new year</para></step>
+                               <step><para>Click <guimenuitem>7. Finish</guimenuitem>, click <guibutton>Save User</guibutton></para></step>
+                       </procedure>
+               </section>
+               <section xml:id="lostlibrarycards">
+                       <title>Lost Library Cards</title>
+                       <procedure>
+                               <step><para>Retrieve the patron record.</para></step>
+                               <step><para>Click <guibutton>Mark Lost</guibutton> button.</para></step>
+                               <step><para><menuchoice><guimenu>Finish</guimenu><guimenuitem>Save User</guimenuitem></menuchoice>.</para></step>
+                       
+                       </procedure>    
+                       <caution>
+                               <para>A lost card cannot be reinstated (A warning message will display; use the new card to retrieve the user’s 
+                               record)</para>
+                       </caution>                      
+               </section>
+               <section xml:id="Resettingpatronpassword">
+               <title>Resetting a Patron's Password</title>
+                       <procedure>
+                               <step><para>Retrieve the record.</para></step>
+                               <step><para>Click <guibutton>Reset</guibutton> Button next to <guilabel>password</guilabel> field</para></step>
+                       </procedure>    
+                       <note>
+                               <para>The existing password is not displayed in patron records for security reasons.</para>
+                       </note>                 
+               </section>
+               <section xml:id="barringapatron">
+               <title>Barring a Patron</title>
+                       <procedure>
+                               <step>Select <guimenuitem>4: Groups and Permissions</guimenuitem>. Select the <guilabel>Barred</guilabel> checkbox.</step>
+                               <step>The Alert Message is required.</step>
+                               <step>Click <menuchoice><guimenu>Finish</guimenu><guimenuitem>Save User</guimenuitem></menuchoice>.</step>
+                       </procedure>    
+                       <note>Barring a patron from one library bars that patron from all consortium member libraries.</note>
+                       <para>To unbar a patron, uncheck the <guilabel>Barred</guilabel> checkbox and remove the alert message.</para>  
+                       <para>Barred: Stops patrons from using their library cards; alerts the staff that the patron is banned/barred from the 
+                       library. The "check-out" functionality is disabled for barred patrons (NO option to override – the checkout window is unusable 
+                       and the bar must be removed from the account before the patron is able to checkout items).  These patrons may still log in to 
+                       the OPAC to view their accounts.</para>
+                       <para>Blocked: Often, these are system-generated blocks on patron accounts.  Some examples:
+                       <itemizedlist>
+                               <listitem>Patron exceeds fine threshold</listitem>
+                               <listitem>Patron exceeds max checked out item threshold.</listitem>
+                       </itemizedlist> 
+                       </para>
+                       <para>A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions 
+                       to override blocks.</para>
+               </section>
+               <section xml:id="patronalerts">
+                       <title>Patron Alerts</title>
+                       <para>There are two types of Patron Alerts:
+                               <itemizedlist>
+                                       <listitem>System-generated alerts: once the cause is resolved (e.g. patron's account has been renewed), the message 
+                                       will disappear automatically. 
+                                       <itemizedlist>
+                                               <listitem>View from <guimenuitem>Messages</guimenuitem> or <menuchoice><guimenu>Other</guimenu><guimenuitem>Display Alerts and 
+                                               Messages</guimenuitem></menuchoice></listitem>
+                                       </itemizedlist>
+                                       </listitem>
+                                       <listitem>
+                                               <para>Staff-generated alerts: must be removed manually. – Yellow background in summary</para>
+                                               <procedure><title>To insert:</title>
+                                                       <step><para><menuchoice><guimenu>Edit</guimenu> <guimenuitem>Groups and Permissions</guimenuitem></menuchoice></para></step> 
+                                                       <step><para>Alert Message field.</para></step> 
+                                                       <step><para>Finish and <guibutton>Save User</guibutton>.</para></step> 
+                                               </procedure>
+                                               <procedure><title>To remove:</title> 
+                                                       <step><para>Click <guibutton>Clear</guibutton> button under the Alert Message box.</para></step> 
+                                                       <step><para>Save the record.</para></step>      
+                                               </procedure>
+                                       </listitem>
+                               </itemizedlist> 
+                       </para>
+                       <para>A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions 
+                       to override blocks.</para>
+               </section>
+               <section xml:id="patronnotes">
+                       <title>Patron Notes</title>
+                       <para>See Notes message appears</para>
+                       <para>Notes are strictly communicative and may made visible to the patron, via their account on the OPAC.</para>
+                       <procedure>
+                               <title>To insert/remove a note:</title>
+                               <step><para>Open a patron record, click <guibutton>Other</guibutton></para></step>
+                               <step><para>Select <guimenuitem>Notes</guimenuitem>.</para></step>
+                               <step><para>Click Add New Note.</para></step>
+                               <step><para>Select if notes will be visible for staff only, or visible to the patron when logged into My Account in the OPAC.</para></step>
+                               <step><para>Add note Title and content.</para></step>
+                               <step><para>Click <guibutton>Add Note</guibutton></para></step>
+                               <step><para>Click <guibutton>OK</guibutton></para></step>
+                               <step><para>To delete a note, go to <menuchoice><guimenu>Other</guimenu> <guimenuitem>Notes</guimenuitem></menuchoice> and use the 
+                               <guibutton>Delete This Note</guibutton> button under each note.</para></step>
+                       </procedure>    
+               </section>
+               <section xml:id="mergingpatronrecords">
+               <title>Merging Patron Records</title>
+                       <procedure><title>From the Patron Search screen:</title>
+                               <step><para>Search by the terms shared by the two records</para></step>
+                               <step><para>Select the two records to merge by pressing down the <keycap>CTRL</keycap> key and clicking each record. </para></step>
+                               <step><para>Click <guibutton>Merge Patrons</guibutton>.</para></step>
+                               <step><para>Select the record you want to keep by checking the radio button Lead Record above the appropriate record. 
+                               </para></step>
+                               <step><para>Click the <guibutton>Merge Patrons</guibutton> button.</para></step>
+                               <note><para>Once two records have been merged, the notes, bills, holds and outstanding items under the non-lead record 
+                               are brought to the lead record. Staff-inserted alert messages are not transferred.</para></note>
+                       </procedure>
+                       <procedure><title>From the Patron Group screen:</title>
+                               <step><para>Retrieve one of the two patron records you want to merge. Go to <menuchoice><guimenu>Other</guimenu> <guimenuitem>Group</guimenuitem></menuchoice>.</para></step>
+                               <step><para>The patron record is displayed as a group member. Click Choose <menuchoice><guimenu>Action</guimenu> <guimenuitem>Move another patron to this 
+                               patron group</guimenuitem></menuchoice>.</para></step>
+                               <step><para>At the prompt, scan or type the patron's barcode. Click <guibutton>OK</guibutton>.</para></step>
+                               <step><para>Confirm the move by clicking the <guibutton>Move</guibutton> button on top of the screen. Click <guibutton>OK</guibutton> on the confirmation pop-up window. 
+                               </para></step>
+                               <step><para>Both records are displayed as group members. Select both records by pressing the <keycap>CTRL</keycap> key and clicking each 
+                               record. Click Choose an Action->Merge Selected Patrons.</para></step>
+                               <step><para>The merging records window pops up. Choose the lead record and continue to merge records as described in 
+                               Step 4.</para></step>
+                               <note><para>The merged record will still show under group members. Both members point to the same patron 
+                               record.</para></note>
+                       </procedure>
+               </section>
+       </section>
+       <section xml:id="circulatingitems">
+               <title>Circulating Items</title>
+               <para>Regular circulation: circulation of items in the regular collection.</para>               
+               <para>Pre-cataloged circulation: circulation of items that have a barcode but have not yet been cataloged. These items 
+               may be checked out and then sent to cataloging when returned.</para>
+               <para>Non-cataloged circulation: circulation of items that are not in the catalog and do not have a barcode.</para> 
+               <section xml:id="checkout">
+                       <title>Check Out (<keycap>F1</keycap>)</title>
+                       <procedure><title>Regular Items:</title>
+                               <step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to access <emphasis>Retrieve Patron by Barcode</emphasis></para></step>
+                               <step><para>Scan the patron barcode</para></step>
+                               <step><para>Patron Account opens to the Check Out function tab</para></step>                    
+                               <step><para>Scan or enter the item barcode.  Click <guibutton>Submit</guibutton> or hit <keycap>Enter</keycap> (for manual entries).</para></step>
+                               <step><para>Continue to scan barcodes until all items are charged.</para></step>
+                               <step><para>When finished, click <guibutton>Done</guibutton> to generate a receipt or to exit patron record, if not printing slip receipts.  
+                               </para></step>
+                       </procedure>
+               </section>
+               <section xml:id="Precatalogeditems">
+                       <title>Pre-cataloged Items</title>
+                       <para>Pre-cat items are those items that have yet to be added to the database or that have barcode labels, but are not attached to an existing bibliographic record.</para>
+                       <caution><para>ONLY use Pre-Cat Checkout as a last resort, such as when a patron brings the item to the desk from the shelf and MUST have it that day. Otherwise, 
+                       ask the patron to wait until you can have the item correctly processed.</para></caution>                                        
+                       <procedure>
+                               <title>From the Check Out screen:</title>
+                               <step><para>Scan the item barcode.</para></step>
+                               <step><para>An alert will appear stating: <emphasis>Mis-scan or non-cataloged item</emphasis>.</para></step>
+                               <step><para>To continue with check out, click <guibutton>Pre-cataloged</guibutton>.</para></step>
+                               <step><para>Enter title and author information and click <guibutton>Checkout</guibutton>.</para></step>
+                               <step><para>Item is added to the list of Check Outs</para></step>   
+                       </procedure>
+                       <procedure><title>Checking In Pre-cataloged Items</title>
+                               <step><para>Scan the item barcode.</para></step>
+                               <step><para>An alert will appear stating: "This item needs to be routed to Cataloging"</para></step>
+                               <step><para>Click <guibutton>OK</guibutton>.</para></step>
+                               <step><para>The item is added to the list of Check Ins, marked with: <emphasis>[barcode number] needs to be cataloged, Route To location = Cataloging and 
+                               Status = Cataloging</emphasis></para></step>
+                               <note><para>The item MUST be routed to your holdings maintenance staff to be added to the database before further 
+                               check outs.</para></note>                               
+                       </procedure>
+               </section>
+               <section xml:id="noncatalogeditems">
+                       <title>Non-cataloged Items</title>
+                       <para>Non-cataloged items may be more familiar as <emphasis>Ephemeral</emphasis> items – they are those items that libraries do not wish to catalog, 
+                       but do wish to track for circulation statistics.</para>                                         
+                       <para>Items are checked out with a due date but when the due date expires, the items disappear from the 
+                       patron's record.</para>
+                       <para>No fines accrue.</para>
+                       <para>Circulation statistics are collected.</para>
+                       <procedure><title>From the Check Out screen:</title>
+                               <step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to access <emphasis>Retrieve Patron by Barcode</emphasis>.</para></step>
+                               <step><para>Scan patron barcode.</para></step>
+                               <step><para>The Patron Account opens to Check Out function tab.</para></step>
+                               <step><para>Click on Barcode to open the non-cataloged items selection list.</para></step>
+                               <step><para>Click the type of item, such as Paperback Book; the box for the barcode will become grayed out and labeled 
+                               <emphasis>Non-cataloged</emphasis>.</para></step>
+                               <step><para>Click <guibutton>Submit</guibutton>.</para></step>
+                               <step><para>In the pop-up, enter the number of items being checked out.</para></step>
+                               <step><para>Click <guibutton>OK</guibutton>.</para></step>
+                               <step><para>The items are added to the Check Out list with a normal due date.</para></step>
+                       </procedure>
+                       <para>Non-cataloged items do not appear in the list of items out unless you select that option.</para>
+               <para>Click OK.</para>
+               </section>
+               <section xml:id="duedates">
+                       <title>Due Dates</title>
+                       <para>Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and 
+                       inserted into circulation records if the Due Date is set Normal on the Check Out screen.  Different due dates 
+                       may be set to override this circulation period.</para>
+                       <para>This process will allow staff to set a non-standard loan period prior to scanning the item in Check Out.</para>
+                       <procedure>
+                               <step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to Retrieve Patron.</para></step> 
+                               <step><para>Scan the patron barcode.</para></step>
+                               <step><para>Scan the item barcode</para></step>
+                               <step><para>In the box labeled <guimenu>Normal</guimenu>, select a pre-set loan period from the list; OR
+                               Highlight <guimenu>Normal</guimenu> and type a specific date in YYYY-MM-DD format</para></step> 
+                               <step><para>The item is checked out with the special due date.</para></step> 
+                               <step><para>The special due date applies to all subsequent items until it is changed or the patron record is exited.</para></step>
+                       </procedure>
+               </section>
+               <section xml:id="checkin">
+                       <title>Check In (F2)</title>
+                       <procedure><title>Regular check in:</title>
+                               <step><para>Click <guibutton>Check In</guibutton> button or hit <keycap>F2</keycap> to open Item Check In tab.</para></step>
+                               <step><para>Scan item barcode.</para></step>
+                               <step><para>Continue to scan barcodes until all items are discharged.</para></step>
+                               <step><para>Close tab when done.</para></step>
+                       </procedure>
+               </section>
+               <section xml:id="backdatedcheckin">
+                       <title>Backdated Check In</title>
+                       <para>Used for checking items in from bookdrops or for unexpected closings.</para>
+                       <procedure>
+                               <step><para>Click the <guibutton>Check In</guibutton> button or hit <keycap>F2</keycap>.</para></step> 
+                               <step><para>Enter backdated date in the Effective Date field (YYYY-MM-DD format).</para></step> 
+                               <step><para>Click outside of the Effective Date field: the top green bar changes to red.  The new effective 
+                               date displays at the top of the window.</para></step>
+                               <step><para>Scan items.</para></step>  
+                               <step><para>When finishing backdated check-in, change the Effective Date back to the current 
+                               date or close tab.</para></step> 
+                       </procedure>
+               </section>
+               <section xml:id="Renewaleditingduedate">
+                       <title>Renewal and Editing Item's Due Date</title>
+                       <para>Checked-out items can be renewed according to library policy. The new due date is calculated from the renewal 
+                       date. Existing loans may be extended to a specific date by editing the due date.</para>
+                       <procedure>
+                               <title>Renewal</title>
+                               <step><para>Retrieve the patron record.</para></step> 
+                               <step><para>Items Out screen.</para></step> 
+                               <step><para>Select item(s) to renew. </para></step>
+                               <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Renew</guimenuitem></menuchoice>.</para></step> 
+                               <step><para>To renew all items in the account, click <guibutton>Renew All</guibutton>.</para></step> 
+                               <step><para>To view the new due date, click <guimenuitem>Refresh</guimenuitem>.</para></step> 
+                       </procedure>
+                       <para>Renewal may also be done from the Items Status screen. See  <xref linkend="itemstatus"/>.</para>
+                       <procedure>
+                               <title>Editing the Due Date</title>
+                               <step><para>From the patron record, open Items Out tab</para></step> 
+                               <step><para>Highlight the item, <emphasis>right click</emphasis>, and select <guimenuitem>Edit Due Date</guimenuitem></para></step>
+                               <step><para>To update multiple items highlight the first item, press and hold <keycap>Ctrl</keycap>, highlight additional items</para></step> 
+                               <step><para>In the pop-up, enter the new due date.</para></step> 
+                               <step><para>Click <guibutton>OK</guibutton>.</para></step> 
+                               <step><para>Click <guibutton>Refresh</guibutton> to update the list.</para></step> 
+                       </procedure>
+                       <tip><para>Select multiple items by pressing down the <keycap>CTRL</keycap> key and clicking each item to edit.</para></tip>
+                       <note><para>Editing the due date does not affect renewal count.</para></note>
+               </section>
+               <section xml:id="lostclaimedreturned">
+                       <title>Marking Items “Lost” and “Claimed Returned”</title>
+                       
+                       <procedure>
+                               <title>Lost Items</title>
+                               <step><para>Retrieve the patron record.</para></step> 
+                               <step><para>Click <guimenuitem>Items Out</guimenuitem> tab.</para></step> 
+                               <step><para>Select appropriate item(s).</para></step>
+                               <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Mark Lost (by Patron)</guimenuitem></menuchoice>.</para></step> 
+                               <step><para>Refresh to reflect changes. Lost item(s) display in the <emphasis>Lost/Claimed Returned/Long Overdue</emphasis> 
+                               field.</para></step>    
+                       </procedure>
+                       <note><para>Marking an item lost will automatically bill the patron the replacement cost of the item, plus a 
+                       processing fee, as determined by local policy. If the cost is 0.00, a charge may be manually added to the bill. See the                                 
+                       section called <xref linkend="newgrocerybills"/> for details
+                       If the lost item is returned, the bill and payment (if bill has been paid) will not be cancelled/refunded automatically.                                        
+                       These bills must be dealt with manually, as per local policy.</para></note>
+
+                       <procedure>
+                               <title><emphasis>Claimed Returned</emphasis> Items</title>
+                               <step><para>Retrieve the patron record.</para></step> 
+                               <step><para>Click <guibutton>Items Out</guibutton>.</para></step> 
+                               <step><para>Select item(s).</para></step>
+                               <step><para><emphasis>Right click</emphasis>, and select <guimenuitem>Mark Claimed Returned</guimenuitem>. To update multiple items highlight the first item, 
+                               press and hold <keycap>Ctrl</keycap>, highlight additional items and select <guimenuitem>Mark Claimed Returned</guimenuitem>.</para></step> 
+                               <step><para>Enter a return date (YYYY-MM-DD format) and click OK.</para></step> 
+                               <step><para>The “Claimed Returned” item will display in the <guibutton>Lost/Claimed Returned/Long Overdue</guibutton> 
+                               field.</para></step> 
+                       </procedure>
+                       <note>
+                       <para>If the item is overdue and the claims returned date is before the original due date, the fines disappear.</para>
+                       <para>If the item is overdue and the claims returned date is after the due date, the fines remain.</para>
+                       <para>If you do not enter the date claimed returned, the item is moved to the Claimed returned list, but the fines are not stopped.</para>
+                       <para>Items cannot be <emphasis>un-claimed returned</emphasis> except by checking in the item or marking it lost.</para>
+                       <para>There is a <guibutton>Claims Returned Count</guibutton> in the Edit tab, <guimenuitem>Groups and Permissions</guimenuitem> section; this must be manually reset.</para>
+                       <para>There are no alerts indicating claims returned items.</para>
+                       </note>
+               </section>
+               <section xml:id="inhouseuse">
+                       <title>In-house Use (F6)</title>
+                       <para>May be used to record in-house use for both cataloged and non-cataloged items.</para>
+
+                       <procedure>
+                                       <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Record-In House Use</guimenuitem></menuchoice></para></step> 
+                                       <step><para>Cataloged items: Enter item barcode.  When recording more than one use of an item, edit the 
+                                       number in the # of uses box.</para></step> 
+                                       <step><para>Non-cataloged items: choose the appropriate item from the dropdown menu in the Barcode
+                                        box and Submit.</para></step>
+                       </procedure>
+                       <para>The statistics on in-house use are separated from circulation statistics. In-house use count 
+                       of cataloged items is not included in the items' total use count.</para>
+               </section>
+               <section xml:id="itemstatus">
+                       <title>Item Status (<keycap>F5</keycap>)</title>
+                       <para>Many functions may be performed from the Item Status screen.  This section will cover circulation-related functions:
+                       checking item status, viewing past circulations, inserting item alert messages, and marking items missing or damaged.
+                       </para>
+                       <procedure>
+                                       <title>Checking Item Status</title>
+                                       <step><para>Select <menuchoice><guimenu>Search</guimenu><guisubmenu>Search for copies by Barcode or Circulation</guisubmenu>
+                                       <guimenuitem>Show Item Status by Barcode</guimenuitem></menuchoice>.</para></step> 
+                                       <step><para>Enter item barcode.</para></step> 
+                                       <step><para>Current status of the item displays, along with selected other fields. (Use the column picker 
+                                       to choose which fields to view.)</para></step>
+                       </procedure>
+                       <note><para>If an item's status is <emphasis>Available</emphasis>, the displayed due date refers to the previous circulation's due date.</para></note>
+                       <procedure>
+                                       <title>Viewing Past Circulations</title>
+                                       <step><para>Retrieve an item (see above).</para></step> 
+                                       <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu><guimenuitem>Show Last Few Circulations</guimenuitem></menuchoice>.</para></step> 
+                                       <step><para>The item’s recent circulation history displays.</para></step>
+                                       <step><para>To retrieve the last patron to circulate the item, select <guimenuitem>Retrieve Last Patron</guimenuitem>.</para></step>
+                                       <step><para>Patron record will display in a new Tab.</para></step>
+                       </procedure>
+                       <para>Past circulations can also be retrieved from a patron's Items Out screen.</para>  
+               </section>
+               <section xml:id="markingitemsdamaged">
+                       <title>Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis></title>       
+                       <procedure>
+                                       <title>To mark items damaged or missing:</title>
+                                       <step><para>Retrieve the item.</para></step> 
+                                       <step><para>Select the item. </para></step> 
+                                       <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Mark Item Damaged or Mark 
+                                       Item Missing</guimenuitem></menuchoice>. </para></step>
+                       </procedure>
+                       <para>This procedure also allows items to be checked in or renewed through the <guimenuitem>Check in Items</guimenuitem> and <guimenuitem>Renew Items</guimenuitem> options on the 
+                       dropdown menu.</para>           
+               </section>
+               <section xml:id="itemalerts">
+                       <title>Item alerts</title>
+                       <para>The Edit Item Attributes function on Actions for Selected Items allows editing of item records, such as inserting 
+                       item alerts.</para>
+                       <procedure>
+                                       <step><para>Retrieve record.</para></step> 
+                                       <step><para>Highlight the item.</para></step> 
+                                       <step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Edit Item Attributes</guimenuitem></menuchoice>.</para></step>
+                                       <step><para>The item record displays in the Copy Editor.</para></step> 
+                                       <step><para>Click Alert Message in the Miscellaneous column. </para></step> 
+                                       <step><para>Type in the message and click <guibutton>Apply</guibutton>.</para></step>
+                                       <step><para>Click <guibutton>Modify Copies</guibutton> and confirm.</para></step> 
+                       </procedure>
+               </section>
+       </section>
+       <section xml:id="billsandpayments">
+               <title>Bills and Payments</title>
+               <section xml:id="circulationgrocerybills">
+                       <title>Circulation vs. Grocery Bills</title>
+                       <para>There are two types of bills in Evergreen: Circulation bills and Grocery bills. </para>
+                       <para>Circulation bills: system-generated (overdue fines, lost item cost, processing fees, etc.).</para>
+                       <para>Overdue fines are added daily once an item is overdue. </para>
+                       <para>When an item is marked as lost, bills may be automatically generated to cover the item's cost and a processing fee, according to library policy.</para>
+                       <para>Grocery bills: staff-applied to patron accounts.</para>           
+               </section>              
+               <section xml:id="makingpayments">
+                       <title>Making Payments</title>                  
+                       <procedure>
+                               <title>To collect payments:</title>                             
+                               <step><para>Retrieve the patron record.</para></step> 
+                               <step><para>Bills</para></step> 
+                               <step><para>When bills are paid, the money applied starts at the top of the list of checked-off bills. To pay a specific bill, uncheck the other boxes. 
+                               (Note the presence of the Uncheck All and Check All options.)</para></step>
+                               <step><para>Select a payment type.</para></step> 
+                               <step><para>Enter the amount of payment in the <guilabel>Payment received</guilabel> field.</para></step> 
+                               <step><para>Apply Payment.</para></step> 
+                               <step><para>The patron’s bill screen and owed balance will update.</para></step>      
+                       </procedure>
+                       <note><para>Items marked with red are still checked out. It is possible for a patron to pay a bill while the item is still out and accruing fines.</para></note>
+                       <tip><para>You may choose to annotate payment and fill in resulting text box according to library policy.</para></tip>
+               </section>
+               <section xml:id="makingchange">
+                       <title>Making Change</title>    
+                       <para>Change will be calculated if the payment amount is over the selected bill amount. After typing in a payment amount, click into the 
+                       <guilabel>=Change</guilabel> field. The change amount will
+                       display. </para>
+               </section>
+               <section xml:id="voidforgive">
+                       <title>Void vs. Forgive</title> 
+                       <para>Void clears all history of the bill, while forgive retains the history.</para>
+                       <procedure>
+                               <title>Forgiving Bills:</title>                         
+                               <step><para>Retrieve the patron record.</para></step> 
+                               <step><para>Choose <guimenuitem>forgive</guimenuitem> as the payment type </para></step> 
+                               <step><para>Enter the amount to be forgiven. </para></step>
+                               <step><para>Apply Payment.</para></step> 
+                       </procedure>
+                       <section xml:id="voidbills">
+                               <title>Voiding Bills</title>
+                               <para>Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole.</para>         
+                               <procedure>
+                                       <title>To void the whole amount:</title>                        
+                                       <step><para>Click <guibutton>Void All Billings</guibutton></para></step> 
+                                       <step><para>confirm.</para></step>
+                               </procedure>                            
+                               <procedure>
+                                       <title>To void a partial amount:</title>
+                                       <step><para>Click <guibutton>Full Details for the transaction</guibutton>.</para></step> 
+                                       <step><para>The bill details screen displays.</para></step>
+                                       <step><para>Select the bill to void.</para></step> 
+                                       <step><para>Void Selected Billings.</para></step> 
+                                       <step><para>Confirm.</para></step> 
+                               </procedure>            
+                       </section>
+               </section>
+               <section xml:id="newgrocerybills">
+                       <title>Adding New "Grocery" Bills</title>
+                       <para>A grocery bill can be added as a new bill or to an existing bill.</para>          
+                       <procedure>
+                               <title>To add a as a new bill:</title>                  
+                               <step><para>Retrieve the patron record. </para></step> 
+                               <step><para>Select <guimenuitem>Bills</guimenuitem>.</para></step>
+                               <step><para>Click <guibutton>Bill Patron</guibutton>.</para></step> 
+                               <step><para>Choose appropriate billing type from the drop down menu. (<guimenuitem>Grocery</guimenuitem> is the only available transaction type.)</para></step>
+                               <step><para>Enter the Amount and Note (as required).</para></step> 
+                               <step><para>Submit this Bill and confirm.</para></step> 
+                       </procedure>                            
+                       <procedure>
+                               <title>To add bill to an existing bill line:</title>
+                               <step><para>Select <guimenuitem>Bills</guimenuitem>.</para></step> 
+                               <step><para>Click <guibutton>Add Billing</guibutton> at the bottom of the correct bill line.</para></step>
+                               <step><para>Choose appropriate billing type from the drop down menu. (<guimenuitem>Grocery</guimenuitem> is the only available transaction type.)</para></step>
+                               <step><para>Enter the Amount and Note (as required).</para></step> 
+                               <step><para>Submit this Bill and confirm.</para></step> 
+                               <step><para>The Money Summary will adjust accordingly.</para></step> 
+                       </procedure>            
+               </section>
+               <section xml:id="billhistory">
+                       <title>Bill History</title>
+                       <para>The Bill History view includes specific details about the item as well as information about the bill and payments.</para>                 
+                       <procedure>
+                               <title>To view a patron’s bill history:</title>                       
+                               <step><para>From the patron record, open the Bills tab</para></step> 
+                               <step><para>Click <guimenuitem>History</guimenuitem>.</para></step>
+                               <step><para>The Bill History window opens.</para></step>
+                               <step><para>Highlight a bill in the Bill History pane to view its Item Summary.</para></step> 
+                               <step><para>For more information, select a bill and click <guibutton>Full Details</guibutton>.</para></step>
+                       </procedure>                                            
+                       <note><para>Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record.  The charge will remain on the patron's account 
+                       after the deletion.</para></note>
+               </section>
+       </section>
+       <section xml:id="Holds">
+               <title>Holds</title>
+               <note><para>Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record.  The charge will remain on the patron's account 
+               after the deletion.</para></note>
+               <section xml:id="ViewingHolds">
+                       <title>Viewing Holds</title>
+                       <procedure>
+                               <title>To view holds for a record:</title>                      
+                               <step><para>Under Actions for this Record (<keycombo><keycap>Alt</keycap><keycap>A</keycap></keycombo>), select View Holds 
+                               (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>). You can do this from any record view. You do not have to be in 
+                               Holdings Maintenance.</para></step> 
+                               <step><para>The View Holds screen opens.</para></step>
+                       </procedure>                    
+               </section>      
+               <section xml:id="placingholds">
+                       <title>Placing Holds</title>
+                       <para>Holds may be placed by staff through the staff client or by patrons through the OPAC. This chapter explains placing holds through the client which can be placed for 
+                       from several different places.</para> 
+               </section>
+               <section xml:id="holdslevels">
+                       <title>Holds Levels</title>
+                       <para>Evergreen has four hold levels. Library staff may place holds at all four levels, while patrons may only place Meta-record and Title-level holds.</para> 
+                       <table xml:id="holdslevelstable">
+                       <title>Hold Levels Explained:</title>
+                       <tgroup cols="5">
+                               <thead>
+                                       <row>
+                                               <entry>Hold Level</entry>
+                                               <entry>Abbreviation</entry>
+                                               <entry><emphasis>How To</emphasis></entry>
+                                               <entry>Used By</entry>
+                                               <entry>Hold Links To</entry>
+                                       </row>
+                               </thead>
+                               <tbody>
+                                       <row>
+                                               <entry>Meta-Record</entry>
+                                               <entry>M</entry>
+                                               <entry>Click <guibutton>Place Hold</guibutton> next to the title.  From the <emphasis>Holds Confirmation Screen</emphasis>, click <guimenu>Advanced 
+                                               Hold Options</guimenu> and select <guimenuitem>other applicable formats</guimenuitem></entry>
+                                               <entry>Patron or staff</entry>
+                                               <entry>Group of records in different formats (book, video, audiobook, etc) with the same title.</entry>
+                                       </row>
+                                       <row>
+                                               <entry>Title Record</entry>
+                                               <entry>T</entry>
+                                               <entry>Click <guibutton>Place Hold</guibutton> next to the title</entry>
+                                               <entry>Patron or staff</entry>
+                                               <entry>A single MARC (title) record</entry>
+                                       </row>
+                                       <row>
+                                               <entry>Volume</entry>
+                                               <entry>V</entry>
+                                               <entry>Click <guibutton>Place Hold</guibutton> on any item in the holdings list (next to the call number)</entry>
+                                               <entry>Staff</entry>
+                                               <entry>A call-number-specific volume record</entry>
+                                       </row>
+                                       <row>
+                                               <entry>Copy</entry>
+                                               <entry>C</entry>
+                                               <entry>Click <guibutton>Details</guibutton> to view the barcode.  Select <guibutton>Place Hold</guibutton> (next to the barcode)</entry>
+                                               <entry>Staff</entry>
+                                               <entry>An item barcode</entry>
+                                       </row>          
+                               </tbody>
+                       </tgroup>
+                       </table>
+                       <note><para>Meta-Record holds: If you select formats as being <guimenuitem>Acceptable Alternative Formats</guimenuitem>, the patron’s hold will be filled with the first 
+                       available item.  If Books is selected, for instance, 
+                       a paperback edition could fill the hold, even when the hold is placed on the hardback record.  If there are many different records for the same item, books attached to 
+                       other records could fill the hold, so this may speed hold fulfillment. If Audiobooks is selected, the patron could also receive the audiobook if that is the first available 
+                       version of the item. If audiobooks are selected, the patron could receive a cassette or CD version if Evergreen libraries own both.</para></note>
+                       <procedure>
+                               <title>Placing Holds from Catalog Records:</title>                      
+                               <step><para>Retrieve the desired title record (<menuchoice><guimenu>Search </guimenu> <guimenuitem>Search the Catalog</guimenuitem></menuchoice>).</para></step> 
+                               <step><para>Scan or type patron’s barcode into the <guilabel>Enter recipient barcode</guilabel> field. Click <guibutton>Submit</guibutton>.</para></step>
+                               <step><para>Click on an entry to display it’s summary.</para></step> 
+                               <step><para>Edit the <guilabel>patron hold notification</guilabel> and <guilabel>expiration date</guilabel> fields as required. (A default hold expiration date will 
+                               display if the library has set up a <emphasis>default holds expiration period</emphasis> in its library settings.)</para></step>
+                               <step><para>Select <guimenuitem>Advanced Options</guimenuitem> to create a meta-level hold.</para></step> 
+                               <step><para>Place Hold and confirm.</para></step>
+                       </procedure>
+                       <note><para>Uncaptured holds will not be targeted after their expiration dates. If the Suspend this Hold checkbox is selected, the hold will be suspended and will not 
+                       be captured until reactivated.</para></note>                                    
+                       <procedure>
+                               <title>Placing Holds from Patron Records:</title>                       
+                               <step><para>Open the patron record.</para></step> 
+                               <step><para>Click <guibutton>Holds</guibutton></para></step>
+                               <step><para>Click <guibutton>Place Hold</guibutton> (top left top corner).</para></step> 
+                               <step><para>The Advanced Search interface opens within the Holds pane.</para></step>
+                               <step><para>Enter item search criteria and click <guibutton>Submit Search</guibutton>.</para></step> 
+                               <step><para>Locate the desired item in the Title Results list and click <guibutton>Place hold</guibutton></para></step>
+                               <step><para>The patron's account information will retrieve automatically.</para></step>
+                               <step><para>Verify contact methods and pick up location.</para></step>
+                               <step><para>Set the <guilabel>notification</guilabel> and <guilabel>expiration date</guilabel> fields as required.</para></step>
+                               <step><para>Click <guibutton>Place Hold</guibutton> and confirm.</para></step> 
+                       </procedure>
+                       <para>Multiple holds may be placed at one time. Select <guimenuitem>Holds</guimenuitem> to return to the Holds screen. Select <guimenuitem>Refresh</guimenuitem> to 
+                       reflect newly placed holds.</para>
+                       <para>If the hold fails, a dialog box will open up indicating that the hold you are trying to place is invalid. For instance, if you try to place a hold on an audiovisual 
+                       item where your library has no holdings, or if the patron has reached the limit of holds a person can place.</para>
+               </section>
+               <section xml:id="managingholds">
+                       <title>Managing Holds</title>
+                       <para>Holds may be cancelled at any time by staff or patrons.</para>            
+                       <para>Before holds are captured, staff or patrons may:                  
+                               <itemizedlist>
+                                       <listitem>Suspend or set holds as inactive for a period of time without losing the hold queue position;</listitem>
+                                       <listitem>Activate suspended holds;</listitem>
+                                       <listitem>Edit the hold notification method, pick-up location, expiration date, or activation date;</listitem>
+                               </itemizedlist>
+                       </para>
+                       <para>Staff can edit holds from patron records or title records. Patrons may edit holds from their OPAC account.</para>
+                       <procedure>
+                               <title>Managing Holds in Patron Records:</title>
+                               <step><para>Retrieve the patron record.</para></step> 
+                               <step><para>Select <guimenuitem>Holds</guimenuitem>.</para></step>
+                               <step><para>Highlight the appropriate hold record.</para></step> 
+                               <step><para>Select <guimenuitem>Actions for Selected Items</guimenuitem>.</para></step> 
+                               <step><para>Manage the hold by choosing an action on the list. </para></step> 
+                       </procedure>    
+                       <note><para>Captured holds with statuses of <emphasis>On Hold Self</emphasis> or <emphasis>Ready for Pickup</emphasis> can be cancelled by staff or patrons. The status 
+                       of these items will not be change until they are <emphasis>checked in</emphasis>.</para></note>
+                       <procedure>
+                               <title>Managing Holds in Title Records:</title>
+                               <step><para>Retrieve and display the appropriate title record through the catalog.</para></step> 
+                               <step><para>Choose <menuchoice><guimenu>Actions for this Reord</guimenu> <guimenuitem>View Holds</guimenuitem></menuchoice>.</para></step>
+                               <step><para>By default, only holds with the pickup location of your library are displayed.</para></step> 
+                               <step><para>Highlight the hold(s) to edit. </para></step> 
+                               <step><para>Click <guimenu>Actions for Selected Holds</guimenu> and the appropriate action.</para></step> 
+                       </procedure>    
+                       <tip><para>Holds may be sorted on the View Holds screen. Click <guimenuitem>Request Date</guimenuitem> to find the position of a patron in the hold queue. Use the column 
+                       picker to display patron barcodes and names.  Columns may be saved for a login using the <guibutton>Save Columns</guibutton> button.</para></tip>       
+               </section>              
+               <section xml:id="TransferringHolds">
+                       <title>Transferring Holds</title>
+                       <procedure>
+                               <title>To transfer holds from one item to another:</title>
+                               <step><para>Open the record you need to transfer the hold from in one tab and the record you need to transfer the hold to in another tab.</para></step> 
+                               <step><para>View the holds on the record where the hold is currently.</para></step>
+                               <step><para>You will copy the patron barcode of the hold you need to move. Select Patron barcode in the column picker. Then <emphasis>right click</emphasis> on the 
+                               line you need, and select <guimenuitem>Copy to Clipboard</guimenuitem></para></step> 
+                               <step><para>Click on the patron barcode. Make sure you do not click on the item barcode if it is in your box.</para></step>
+                               <step><para>A box will open up telling you what has been copied to the clipboard.</para></step> 
+                               <step><para>Click <guibutton>OK</guibutton> or press <keycap>Enter</keycap>.</para></step>
+                               <step><para> You can now use this patron barcode to place a hold.</para></step>
+                               <step><para>Go to the tab where you have opened the record where you need to move the hold.</para></step> 
+                               <step><para>Then you will need to cancel the hold on the first record.</para></step>     
+                       </procedure>    
+               </section>      
+               <section xml:id="CancelingHolds">
+                       <title>Canceling Holds</title>
+                       <procedure>
+                               <title>To cancel a hold:</title>
+                               <step><para>View the holds for the item.</para></step> 
+                               <step><para>Highlight the hold you need to cancel.</para></step>
+                               <step><para>Click <guimenu>Actions for Selected Holds</guimenu> (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>)</para></step> 
+                               <step><para>Select <guimenuitem>Cancel Hold</guimenuitem> (<keycombo><keycap>Alt</keycap><keycap>C</keycap></keycombo>)</para></step>
+                               <step><para>A Window will open asking if you are sure you wish to cancel the hold.</para></step> 
+                               <step><para>If it is the correct hold, click <guibutton>Yes</guibutton> (<keycombo><keycap>Alt</keycap><keycap>Y</keycap></keycombo>).</para></step>
+                               <step><para>The window will close, and the hold will disappear from the list.</para></step>
+                       </procedure>    
+               </section>
+               <section xml:id="RetargetingHolds">
+                       <title>Retargeting Holds</title>
+                       <para>Holds need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order 
+                       to In Process. The system does not automatically recognize the newly added items as available to fill holds.  This also needs to be done if items marked as Damaged or 
+                       Missing or set to other non-circulating statuses are once again made available for circulation.</para> 
+                       <procedure>
+                               <title>To Retarget a hold:</title>
+                               <step><para>View the holds for the item.</para></step> 
+                               <step><para>highlight all the holds for the record, which have a status of Waiting for Copy. If there are a lot of holds, it may be helpful to sort the
+                                holds by <emphasis>Status</emphasis>.</para></step>
+                               <step><para> Click on the head of the status column.</para></step> 
+                               <step><para>Under <guimenu>Actions for Selected Holds</guimenu> (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>) select <guimenuitem>Find Another 
+                               Target</guimenuitem> (<keycombo><keycap>Alt</keycap><keycap>T</keycap></keycombo>)</para></step>
+                               <step><para>A window will open asking if you are sure you would like to reset the holds for these items.</para></step> 
+                               <step><para>Click <guibutton>Yes</guibutton> (<keycombo><keycap>Alt</keycap><keycap>Y</keycap></keycombo>).  Nothing may appear to happen, or if you are retargeting 
+                               a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.</para></step>
+                               <step><para>When the screen refreshes, the holds will be retargeted the system will now recognize the new items and items with a new status as 
+                               available for holds.</para></step>
+                       </procedure>    
+               </section>
+               <section xml:id="holdspulllist">
+                       <title>Holds Pull List</title>
+                       <para>Holds may have one of three statuses: <emphasis>Waiting for Copy</emphasis>, <emphasis>Waiting for Capture</emphasis>, or 
+                       <emphasis>Ready for Pickup</emphasis>.</para>           
+                       <para><emphasis>Waiting-for-copy</emphasis>: all copies are checked out or otherwise unavailable.</para>
+                       <para><emphasis>Waiting-for-capture</emphasis>: an available copy is assigned to the hold. The item displays on the Holds Pull List. Staff must retrieve and capture the hold.</para>
+                       <para><emphasis>Ready-for-pickup</emphasis>: the hold has been captured and is waiting for patron pickup.</para>
+                       <procedure>
+                               <title>To retrieve the Holds Pull List:</title>
+                               <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Pull List for Hold Requests</guimenuitem></menuchoice>.</para></step> 
+                               <step><para>The Holds Pull List displays. </para></step>
+                               <step><para>Sort by clicking the column labels (e.g. Call Number).</para></step> 
+                               <step><para>To print, click <guibutton>Print Page</guibutton> on the top right of the screen.</para></step> 
+                       </procedure>    
+                       <note><para>The Holds Pull List is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear 
+                       from the list. </para></note>
+                       <section xml:id="capturingholds">
+                               <title>Capturing Holds</title>
+                               <para>Holds may be captured when a checked-out item is returned (checked in) or when an item on the Holds Pull List is retrieved and captured. When a hold is captured, a 
+                               hold slip may be printed and an email notification will be sent out, if enabled for the hold.</para>    
+                               <procedure>
+                                       <title>To capture a hold: </title>
+                                       <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Capture Holds</guimenuitem></menuchoice>.</para></step> 
+                                       <step><para>Scan or type barcode and click <guibutton>Submit</guibutton>.</para></step>
+                                       <step><para>A hold slip prints automatically.</para></step> 
+                               </procedure>    
+                               <tip><para> Holds can also be captured on the <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Check In Items</guimenuitem></menuchoice> screen. 
+                               If the <guilabel>Auto-Print Hold</guilabel> and <guilabel>Transit Slips</guilabel> checkboxes are selected, hold slips will print automatically.</para></tip>   
+                       </section>
+               </section>      
+               <section xml:id="holdsshelflist">
+                       <title>Holds Shelf List</title>
+                       <para>Items with Ready-for-pickup status are displayed on the Hold Shelf List. Hold Shelf List can help manage items on the hold shelf.</para>  
+                       <procedure>
+                               <title>To view the holds shelf list:</title>
+                               <step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Browse Holds Shelf</guimenuitem></menuchoice></para></step> 
+                               <step><para>Actions for Selected Holds are available, as in the patron record. </para></step>
+                               <step><para>Expired holds may be deleted from this screen.</para></step> 
+                       </procedure>    
+                       <caution><para>If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation.</para></caution>
+               </section>
+       </section>
+       <section xml:id="transititems">
+               <title>Transit Items</title>
+               <para>Evergreen’s In Transit feature tracks items transferring among branches. It allows patrons to return items at any branch and for holds to be placed on items at other branches.</para>
+               <para>When will an item go In Transit?</para>   
+               <orderedlist>
+                       <listitem>When an item is checked in at a non-owning branch the status changes to <emphasis>In Transit</emphasis>.  A transit slip may be printed.</listitem>
+                       <listitem>When a hold is captured for an item with a pickup branch other than location at which the hold is captured, the item’s status will be changed to 
+                       <emphasis>In Transit</emphasis>. If the hold is captured from the <emphasis>Check In</emphasis> screen, a prompt to print the Transit/Hold slip will display. 
+                       If the hold is captured from the <emphasis>Capture Holds</emphasis> screen, a Transit/Hold slip will be printed automatically.</listitem>
+               </orderedlist>
+               <section xml:id="receivingtransititems">
+                       <title>Receiving In Transit Items</title>
+                       <para>All items received through transit must be checked in by the receiving branch.  This changes the items' statuses from <emphasis>In Transit</emphasis> to 
+                       <emphasis>Reshelving</emphasis> or <emphasis>Ready for Pickup</emphasis>.</para> 
+               </section>
+               <section xml:id="transitlist">
+                       <title>Transit List</title>
+                       <para>The Transit List report may be used to as a tool to help manage your incoming and outgoing transits.</para>
+                       <procedure>
+                               <title>To access and use the Transit List report:</title>
+                               <step><para>Select <menuchoice><guimenu>Admin</guimenu> <guisubmenu>Local System Administration</guisubmenu><guimenuitem>Transit List</guimenuitem></menuchoice>.
+                               </para></step> 
+                               <step><para>Specify <guimenuitem>ransit to</guimenuitem> or <guimenuitem>Transit from library</guimenuitem> from the dropdown menu. </para></step>
+                               <step><para>Pick a date range in <guilabel>Transit Date falls between</guilabel> fields.</para></step> 
+                               <step><para>Click <guibutton>Transits Retrieve</guibutton>.</para></step> 
+                               <step><para>Items with an <emphasis>In Transit</emphasis> status for the selected time period are listed. </para></step>
+                       </procedure>     
+               </section>
+               <section xml:id="abortingtransits">
+                       <title>Aborting Transits</title>
+                       <para>Transits may be aborted (cancelled) from multiple locations within Evergreen.</para>
+                       <para>Use when processing missing in transit items or a patron requests an item that has just been returned and is in transit to its home library for reshelving. 
+                       This procedure can be performed from the <emphasis>Transit List</emphasis> or from the <emphasis>Item Status</emphasis> screen.</para>
+                       <procedure>
+                               <title>Aborting transits from the Transit List screen: </title>
+                               <step><para>Select the transit(s) to cancel.</para></step> 
+                               <step><para>Select <menuchoice><guimenu>Actions for Selected Transits</guimenu> <guimenuitem>Abort Transits</guimenuitem></menuchoice>.</para></step>
+                               <step><para>The transit is cancelled, but will still display in the list. </para></step> 
+                               <step><para>Click <guibutton>Retrieve Transits</guibutton>. The screen will refresh and the cancelled item(s) will no longer display as transits. </para></step> 
+                       </procedure>    
+                       <section xml:id="cancellingtransitscheckout">
+                               <title>Cancelling Transits at Checkout</title>
+                               <para>Items with a status of <emphasis>in transit</emphasis> trigger a notification when an attempt is made to check them out.  To allow <emphasis>in transit</emphasis> 
+                               items to be checked out, override the block by clicking Abort Transit on the alert screen.  Proceed by clicking <guibutton>Checkout</guibutton>.</para> 
+                               
+                       </section>
+                       <section xml:id="cancellingtransitsItemStatus">
+                               <title>Cancelling Transits from Item Status</title>
+                               <para>Items with a status of <emphasis>in transit</emphasis> trigger a notification when an attempt is made to check them out. To allow 
+                               <emphasis>in transit</emphasis> items to be checked out, override the block by clicking Abort Transit on the alert screen.  Proceed by clicking Checkout.</para> 
+                               <procedure>
+                                       <title>Aborting transits from the Transit List screen: </title>
+                                       <step><para>Click <guimenuitem>Item Status</guimenuitem> or hit <keycap>F5</keycap></para></step> 
+                                       <step><para>Scan Item barcode</para></step>
+                                       <step><para><emphasis>Right click</emphasis> on the item and select <guibutton>Abort Transit</guibutton></para></step> 
+                                       <step><para>At Aborting Transits pop-up, click <guibutton>Yes</guibutton></para></step> 
+                                       <step><para>The item now has the status <emphasis>Reshelving</emphasis>.</para></step>  
+                               </procedure>    
+                       </section>
+               </section>
+       </section>
+</chapter>