From 07363e18dc452c27193dfaf097e791380a60c7cd Mon Sep 17 00:00:00 2001 From: rsoulliere Date: Wed, 28 Dec 2011 15:42:12 -0500 Subject: [PATCH] Merge circulation and cataloging from 2.1 branch. --- stafftasks/cataloging.xml | 537 +++++++++++++++++++++ stafftasks/circulation.xml | 963 +++++++++++++++++++++++++++++++++++++ 2 files changed, 1500 insertions(+) create mode 100644 stafftasks/cataloging.xml create mode 100644 stafftasks/circulation.xml diff --git a/stafftasks/cataloging.xml b/stafftasks/cataloging.xml new file mode 100644 index 0000000000..08b4e7e82b --- /dev/null +++ b/stafftasks/cataloging.xml @@ -0,0 +1,537 @@ + + +Cataloging +
+Adding Holdings + + Unified Volume Copy Creator + The cataloging module in Evergreen version 2.1 now includes a unified volume/copy creator that enables a user to create volumes and copies in a + unified screen. This function consolidates the process of creating volume and copy records. + Administrative Settings + By default, the cataloging interface that existed in 2.0 will display in 2.1. To use the Unified Volume/Copy Creator, + you must turn it on in the Admin module. You must log out of Evergreen and log back in for the changes to take effect. + To turn on the Unified Volume/Copy Creator: + + + + Select Admin → Local Administration → Library Settings Editor + + + + + Scroll down to GUI: Unified Volume/Item Creator/Editor, and click Edit. + + + + + Select True to turn on the editor. + + + + After you turn on the Unified Volume/Copy Creator, it will display, by default, in a vertical panel. You may display the + Unified Volume/Copy Creator in a horizontal panel. You must log out of Evergreen and log back in for the changes to take effect. + + To choose the horizontal display of the Unified Volume/Copy Creator: + + + + + Select Admin → Local Administration → Library Settings Editor. + + + + + Scroll down to GUI: Horizontal layout for Volume/Copy Creator/Editor, and click Edit. + + + + + Select True to view the panel horizontally. + + + + + Add volumes and items using the Unified Volume/Copy Creator + The Unified Volume/Copy Creator enables you to edit call numbers and copy information in separate panes on a single, + unified screen. + The Unified Volume/Copy Creator appears when you access the following links: + + + + Holdings Maintenance → Add items + + + + + Holdings Maintenance → Add volumes + + + + + Holdings Maintenance → Edit items + + + + + Holdings Maintenance → Replace barcode + + + + + Create New MARC Record → Fast Item Add + + + + + Record Summary → Add Volumes. + + + The ability to Add Volumes from the Record Summary + is also a new functionality in 2.1. + + + + In the following example, you will use the Unified Volume/Copy Creator to add multiple volumes and copies to + bibliographic record from the Holdings Maintenance screen: + + Retrieve a record. + Click the Actions for this Record -→ Holdings Maintenance + + + + + + + + + On the Holdings Maintenance screen, highlight the branch(es) to which you would like to add volumes. + + + Right click, and click Add Volumes. + + + + + + + + The Unified Volume/Copy Creator opens. + + + + The Record Summary appears in the top panel. + + + + The Copy Templates enables you to predefine copy settings. This panel displayed in the + Copy Editor + in 2.0. + + + + + The Volume and Copy Creator enables you to add volumes and copies individually or in batch. + + + + + The Copy Viewer enables you to set parameters for each copy. + + + + A Classification and a Call Number appear for each volume. + + The Classification is derived from following setting in the Admin module: Admin + → Local Administration → Library Settings Editor → + Cataloging: Default Classification Scheme. The Call Number is derived from the MARC + record. + + + + + + + + You can add volume and copy information to each row individually or in batch. In the dark gray row, select a classification, prefix, call number, + and suffix (if needed) from the drop down menus and apply those settings in batch to all of the volumes that you created. Click + Apply. + The prefix and suffix drop down menus are populated by entries in the Admin menu. See + Call Number Prefixes and Suffixes. + + + + + + + + + + Enter the number of copies and barcodes that you want to add. The barcodes that you enter will populate in the + Copy Editor. + + + + + + + + + If desired, select a copy template from the template drop down menu, and click Apply. + Changes to copies appear in green. + + + + + + + + + Make any other changes that you would like to make in the Copy Editor. + Click Create Volumes/Items. + + The Holdings Maintenance screen will refresh to show the addition of the volumes and copies. + + + + + Monograph Parts + Monograph Parts enables you to differentiate between parts of monographs or other multi-part items. This feature + enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the + discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc + of a DVD set if they want to access a specific season or episode rather than an entire series. + No new permissions or administrative settings are needed to use this feature. + To add a monograph part to an existing record in the catalog: + + + Retrieve a record. + + + Click Actions for this Record → Manage Parts + + + + + + monograph_parts1 + + + + + Click New Monograph Part + + + Enter the label that you want to appear to the user in the catalog, and + click Save. + This will create a list of monograph parts from which you can choose when you create a volume and copy. + + + + + + + + + + Add a volume and copy. To add a volume and copy to your workstation library, click the Add Volumes link in the + Record Summary at the top of the bibliographic record, or click Actions for this Record → Add + Volumes. + To add a volume and copy to your workstation library or other libraries, click Actions for this Record → Holdings + Maintenance → Add Volumes. + + + + + + + + + + The Unified Volume/Copy Creator opens. Enter the number of volumes that you want to add to the catalog and + the volume description. + + Enter the number of copies and barcode(s) of each item. + + + Select the part designation from the drop down menu adjacent to the barcode field. + + + Apply a template to the copies, or edit fields in the Copy Editor. + + + + + + + + + + Click Create Volumes/Items. + + + The Holdings Maintenance screen will refresh to demonstrate the addition of the volume, copy, and part. + These fields also appear in the OPAC View. + + + + + + + + + + + + Conjoined Items + Prior to Evergreen version 2.1, items could be attached to only one bibliographic record. The Conjoined Items feature in Evergreen 2.1 enables catalogers to + link items to multiple bibliographic records. This feature will enable more precise cataloging. For example, catalogers will be able to indicate items that + are printed back to back, are bilingual, are part of a bound volume, are part of a set, or are available as an e-reader pre-load. This feature will also help the + user retrieve more relevant search results. For example, a librarian catalogs a multi-volume festschrift. She can create a bibliographic record for the + festschrift and a record for each volume. She can link the items on each volume to the festschrift record so that a patron could search for a volume or the + festschrift and retrieve information about both works. + In the example below, a librarian has created a bibliographic record for two bestselling items. These books are available as physical copies in the library, and they + are available as e-reader downloads. The librarian will link the copy of the Kindle to the bibliographic records that are available on the e-reader. + The Conjoined Items feature was designed so that you can link items between bibliographic records when you have the item in hand, or when the item is + not physically present. Both processes are described here. The steps are fewer if you have the item in hand, but both processes accomplish the same task. + This documentalso demonstrates the process to edit or delete links between items and bibliographic records. Finally, the permission a cataloger needs to use + this feature is listed. + Scenario 1: I want to link an item to another bibliographic record, but I do not have the item in hand1) Retrieve the + bibliographic record to which you would like to link an item. + + + Click Actions for this Record → Mark as Target for Conjoined Items. + + + + + + + + + + A confirmation message will appear. Click OK. + + + In a new tab, retrieve the bibliographic record with the item that you want to link to the other record. + + + Click Actions for this Record → Holdings Maintenance. + + + Select the copy that you want to link to the other bibliographic record. Right-click, or click Actions for Selected + Rows → Link as Conjoined Items to Previously Marked Bib Record. + + + + + + + + + + The Manage Conjoined Items interface opens in a new tab. This interface enables you to confirm the success of + the link, and to change the peer type if desired. The Result column indicates that you created a successful link between + the item and the bib record. + + + + + + + + The default peer type, Back-to-back, was set as the peer type for our item. To change a peer type after the + link has been created, right-click or click Actions for Selected Items → Change Peer Type. A drop down menu + will appear. Select the desired peer type, and click OK. + + + + + + + + + + The Result column will indicate that the Peer Type [has been] + Updated. + + + + + + + + + + To confirm the link between the item and the desired bib record, reload the tab containing the bib record to which you linked the item. Click the link + for Linked Titles. + + + + + + + + + + To view the copy details, including the peer type, click Copy Details. + + + + + + + + Items can be linked to multiple bibliographic records simultaneously. If you click the linked titles button in the copy details, then you + will retrieve a list of bibliographic records to which this item is linked. + + + + + + + + + + Scenario 2: I want to link an item to another bibliographic record, and I do have the item in hand1) Retrieve the bibliographic + record to which you would like to add the item. + + + Click Actions for this Record → Manage Conjoined Items. + + + + + + + + + + A note in the bottom left corner of the screen will confirm that the record was targeted for linkage with conjoined items, and the + Manage Conjoined Items screen will appear. + + + Select the peer type from the drop down menu, and scan in the barcode of the item that you want to link to this record. + + + Click Link to Bib (Submit). + + + + + + + + + + The linked item will appear in the screen. The Result column indicates Success. + + + To confirm the linkage, click Actions for this Record → OPAC View. + + + When the bibliographic record appears, click Reload. Linked Titles will show the linked title and item. + Scenario 3: I want to edit or break the link between a copy and a bibliographic record1) Retrieve the bibliographic record + that has a copy linked to it. + + + Click Actions for this Record → Manage Conjoined Items. + + + Select the copy that you want to edit, and right-click or click Actions for Selected Items. + + + Make any changes, and click OK. + + + Required permission: UPDATE_COPY - Link items to bibliographic records + +
+
+ Call Number Prefixes and Suffixes + In Evergreen version 2.1, you can configure call number prefixes and suffixes in the Admin module. This feature ensures more precise cataloging because each + cataloger will have access to an identical drop down menu of call number prefixes and suffixes that are used at his library. In addition, it may streamline + cataloging workflow. Catalogers can use a drop down menu to enter call number prefixes and suffixes rather than entering them manually. You can also run reports on + call number prefixes and suffixes that would facilitate collection development and maintenance. + Configure call number prefixes: + Call number prefixes are codes that precede a call number. + To configure call number prefixes: + + + + Select Admin → Server Administration → Call Number Prefixes. + + + + + Click New Prefix. + + + + + Enter the call number label that will appear on the item. + + + + + Select the owning library from the drop down menu. Staff at this library, and its descendant org units, with the appropriate + permissions, will be able to apply this call number prefix. + + + + + Click Save. + + + + + + + + + + + Configure call number suffixes: + Call number suffixes are codes that succeed a call number. + To configure call number suffixes: + + + + Select Admin → Server Administration → Call Number Suffixes. + + + + + Click New Suffix. + + + + + Enter the call number label that will appear on the item. + + + + + Select the owning library from the drop down menu. Staff at this library, and its descendant org units, with the appropriate + permissions, will be able to apply this call number suffix. + + + + + Click Save. + + + + + + + + + + + Apply Call Number Prefixes and Suffixes + You can apply call number prefixes and suffixes to items from a pre-configured list in the Unified Volume/Copy Creator. See + the section, Unified Volume Copy Creator, for an example. +
+ + + diff --git a/stafftasks/circulation.xml b/stafftasks/circulation.xml new file mode 100644 index 0000000000..e52f22ac15 --- /dev/null +++ b/stafftasks/circulation.xml @@ -0,0 +1,963 @@ + + + Circulation + + +
+ Holds +
+ Placing Holds + Holds can be placed by staff in the Staff Client and by patrons in the OPAC. In this chapter we demonstrate placing holds on the Staff Client. + + Holds Levels + Evergreen has five different levels of holds. Library staff can place holds at all five levels, while patrons can only place meta-record, title-level + holds, and parts-level holds. The chart below summarizes the five levels of holds. + + Hold Levels + + + + + + + + + + + Hold level + Abbreviation + When to use + How to use + Who can use + Hold tied to + + + + + Meta-record + M + Patron wants first available copy of multiple titles of the same/different format + Click on place hold next to the title. From holds confirmation screen, click Advanced hold options and select other + applicable formats. + Patron or staff + Holdings attached to multiple MARC (title) records sharing the same title and author of selected format(s)(book, + video, audiobook, etc.) + + + + Title + T + Patron wants first available copy of a title + Staff or patron click on place hold next to title. + Patron or staff + Holdings attached to a single MARC (title) record + + + + Parts + P + Patron wants a particular part of title (e.g. volume or disk number) + Staff or patron selects part on the create/edit hold screen when setting holds notification options. + Patron or staff + Holdings with identical parts attached to a single MARC (title) record. + + + + Volume + V + A call number specific volume of a title is required + Staff click place hold on any items shown in holdings list, next to the call number. + Staff + Holdings with identical call numbers owned by the same library and attached to a single MARC (title) record. + + + + Copy + C + Patron or staff want a specific copy of a title + Staff click details to view barcode then place hold next to that barcode. + Staff + Item barcode + + + + +
+ + Title Level Hold + + + + To place a title level hold, retrieve the title record on the catalog and click the Place Hold link beside the title on the search results list, or click the Place + Hold link on the title summary screen. + + + + + + + + + + Scan or type patron’s barcode into Enter recipient barcode then click Submit. + + + + + + + + + + Edit patron hold notification and expiration date fields as required and click Place Hold. Confirm your action in the pop-up window. + + + + + + + + + A default hold expiration date will be displayed if the library has set up a default holds expiration period in their library settings. Uncaptured + holds will not be targeted after theexpiration date. + If you select the Suspend this Hold checkbox, the hold will be suspended and not be captured until you activate it. + + + + + Meta-record Level Hold + + + + Search for the meta-record on which you want to place a hold. Select the Group by Formats and Editions checkbox from the advanced search screen. Enter + search terms. Click Go. + + + + + + + + + + Click Place Hold beside the meta-record on the result list. + + + The lit-up icons indicate the system-wide available formats. Click the title to find out the available formats and holdings information at your + library. + + + + + Type in or scan the patron barcode at the prompt. + + + + + Select the acceptable formats. Use the CTRL key together with a mouse click to select multiple entries. Click Place Hold once done. + + + + + + + + If you do not select group formats and editions when conducting a search, you can still place a hold on a meta-record. After entering the user’s barcode, + click Advanced Hold Options at the bottom of the screen to select acceptable formats for the hold. + + + + + After a meta-record hold is placed, if a new MARC record is added and it meets the grouping criteria (title, author and format), items under this new record will + be used to fulfill the existing holds. + + + Requested formats are listed in the Holdable Formats column in hold records. Use the Column Picker to display it when the hold record is displayed. + Format information is from the MARC record leader. + + + + + + Parts Level Hold + + + + To place a parts level, retrieve a record with parts-level items attached to the title, such as a multi-disc DVD, an annual travel guide, or a multi-volume book set. + + + + + Place the hold as you would for a title-level hold. + + + + + Scan or type patron’s barcode into Enter recipient barcode then click Submit. + + + + + Select the applicable part from the Parts dropdown menu. + + + + + + + + + + + Click Place Hold once done. + + + Requested formats are listed in the Holdable Part column in hold records. Use the Column Picker to display it when the hold record is displayed. + + + + + + Parts level holds cannot be placed on meta-records. + + + + Volume Level Hold + + + + To place a volume level hold, only possible within the Staff Client, retrieve and display the record. + + + + + Choose the appropriate volume record (call number). If not displayed, click View copy Information for all libraries to display all volumes. + + + + + Click Place Hold under Actions for the appropriate volume record. Your hold will be on any copy with the same call number and the same owning library. + + + + + + + + + + Scan or type patron’s barcode into Enter recipient barcode then click Submit. + + + + + Edit patron hold notification fields as required and click Place Hold. Note the hold is identified as a Volume Hold. + + + + + + Copy Level Hold + + + + To place a copy level hold, repeat steps 1 and 2 in the section called Volume Level Hold. + + + + + Click on Copy details under Actions. + + + + + + + + + + Click place hold beside the barcode. Your hold will be on this specific copy. + + + + + + + + + + Scan or type patron’s barcode into Enter recipient barcode then click Submit. + + + + + Edit the patron hold notification fields as required and click Place Hold. Note the hold is identified as a Copy Hold. + + + + + + + Placing Holds in Patron Records + + + + Holds can be placed from patron records too. In the patron record Holds screen, click the Place Hold button on the left top corner. + + + + + + + + + + The catalog is displayed in the Holds screen to search for the title on which you want to place a hold. + + + + + + + + + + Search for the title and click the Place Hold link when you are at the appropriate place. + + + + + The patron’s account information is retrieved automatically. Set up the notification and expiration date fields. Click Place Hold and confirm your action in the + pop-up window. + + + + + You may continue to search for more titles. Once you are done, click the Holds button on top to go back to the Holds screen. Click the Refresh button to reflect your + newly placed holds. + + + + +
+
+ Managing Holds + Holds can be cancelled at any time by staff or patrons. Before holds are captured, staff or patrons can suspend them or set them as inactive for a period of + time without losing the hold queue position, activate suspended holds, change notification method, phone number, pick-up location (for multi-branch libraries only), + expiration date, activation date for inactive holds, etc. Once a hold is captured, staff can change the pickup location and extend the hold shelf time if required. + Staff can edit holds in either patron’s records or the title records. Patrons can edit their holds in their account on the OPAC. + + If you use the column picker to change the holds display from one area of the staff client (e.g. the patron record), it will change the display for all + parts of the staff client that deal with holds, including the title record holds display, the holds shelf display, and the pull list display. + + + Managing Holds in Patron Records + + Actions for Selected Holds + + + + Retrieve the patron record and go to the Holds screen. + + + + + Highlight the hold record, then select Actions for Selected Holds. + + + + + + + + + + Manage the hold by choosing an action on the list. + + + + + If you want to cancel the hold, click Cancel Hold on the above screen. You are prompted to select a reason and put in a note if required. Once done, click Apply. + + + + + + + + + A captured hold with a status of "On Hold Shelf" can be cancelled by either staff or patrons. But the status of the item will not be changed until staff check it in. + + + + + + If you want to suspend a hold or activate a suspended hold, click the appropriate action on the list. You will be prompted to confirm your action. Suspended holds have a + No value in the Active? column. + + + + + + + Suspended holds will not be filled but its hold position will be kept. They will automatically become active on the activation day if there is an activation + date in the record. Without an activation date, the holds will remain inactive until staff or a patron activates them manually. + + + + You may edit the Activation Date and Expiration Date by using the corresponding action entry on the Action for Selected Holds dropdown menu. You will be prompted to + enter the new date. Use the calendar widget to choose a date, then click Apply. Use the Remove button to unset the date. + + + + + + + + + + Hold shelf expire time is automatically recorded in the hold record when a hold is filled. You may edit this time by using the Edit Shelf Expire Time on the Action for + Selected Holds dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click Apply. + + + + + If you want to enable or disable phone notification or change the phone number, click Edit Phone Notification. You will be prompted to enter the new phone number. You + must follow the format of XXX-XXX-XXXX. The phone number is used for this hold only and can be different from the one in the patron account. It has no impact on the + patron account. If you leave it blank, no phone number will be printed on the hold slip. + + + + + + + + + + If you want to enable or disable email notification for the hold, click Set Email Notification. Click Email or No Email on the prompt screen. + + + + + + + + + + Pickup location can be changed by clicking Edit Pickup Library. Click the dropdown list of all libraries and choose the new pickup location. Click Done. + + + + + + + + + Staff can change the pickup location for holds with in-transit status. Item will be sent in transit to the new destination. Staff cannot change the pickup location + once an item is on the holds shelf. + + + + + + + The item’s physical condition is recorded in the copy record as Good or Mediocre in the Quality field. You may request that your holds be filled with copies + of good quality only. Click Set Desired Copy Quality on the Actions for Selected Holds list. Make your choice in the pop-up window. + + + + + + + + + + + + + Transferring Holds + + + + Holds on one title can be transferred to another with the hold request time preserved. To do so, you need to find the destination title, click Actions for this Record → + Mark as Title Hold Transfer Destination. + + + + + + + + + + Select the hold you want to transfer. Click Actions for Selected Holds → Transfer to Marked Title. + + + + + + + + + + + + Cancelled Holds + + + + Cancelled holds can be displayed. Click Show Cancelled Holds button on the Holds screen. + + + + + + + + + + You can un-cancel holds. + + + + + + + + + Based on your library’s setting, hold request time can be reset when a hold is un-cancelled. + + + Viewing Details & Adding Notes to Holds + + + + You can view details of a hold by selecting a hold then clicking the Detail View button on the Holds screen. + + + + + + + + + + You may add a note to a hold in the Detail View. + + + + + + + + + + Notes can be printed on the hold slip if the Print on slip? checkbox is selected. Key in the message then click Add Note. + + + + + + + + + + + Displaying Queue Position + Using the Column Picker, you can display Queue Position and Total number of Holds. + + + + + + + + Managing Holds in Title Records + + + + Retrieve and display the title record in the catalog. + + + + + Click Actions for this Record → View Holds. + + + + + + + + + + All holds on this title to be picked up at your library are displayed. Use Filter checkbox and Pickup Library to view holds to be picked up at other libraries. + + + + + + + + + + Highlight the hold you want to edit. Click Actions for Selected Holds and the appropriate action you want to take as described in the Actions for Selected Holds + section of Managing Holds in Patron Records. + + + + + + + + + + You can retrieve the hold requestor’s account by selecting Retrieve Patron on the above dropdown menu. + Retargeting Holds + + + + 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. + + + + View the holds for the item. + + + + + 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 Status. + + + + + Click on the head of the status column. + + + + + Under Actions for Selected Holds (Alt+S) select Find Another Target (Alt+T) + + + + + A window will open asking if you are sure you would like to reset the holds for these items. + + + + + Click Yes (Alt+Y). 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. + + + + + When the screen refreshes, the holds will be retargeted. The system will now recognize the new items as available for holds. + + + + + +
+
+ Pulling & Capturing Holds + + Holds Pull List + There are usually four types of status a hold may have: Waiting for Copy, Waiting for Capture, In Transit and Ready for Pickup. + + + + Waiting-for-copy: all holdable copies are checked out or not available. + + + + + Waiting-for-capture: an available copy is assigned to the hold. The item shows up on the Holds Pull List waiting for staff to search the shelf and capture the hold. + + + + + In Transit: holds are captured at a non-pickup branch and on the way to the pick-up location. + + + + + Ready-for-pick-up: holds are captured and items are on the Hold Shelf waiting for patrons to pick up. + Besides capturing holds when checking in items, Evergreen matches holds with available items in your library at regular intervals. Once a matching copy is found, + the item’s barcode number is assigned to the hold and the item is put on the Holds Pull List. Staff can print the Holds Pull List and search for the items on shelves. + + + + + To retrieve your Holds Pull List select Circulation → Pull List for Hold Requests. + + + + + + + + + + The Holds Pull List is displayed. You may re-sort it by clicking the column labels, e.g. Title. You can also add fields to the display by using the column picker. + + + + + + + + + Column adjustments will only affect the screen display and the CSV download for the holds pull list. It will not affect the printable holds pull list. + + + + + The maximum number of holds initially displayed on the pull list is about 100. Use Fetch More Holds to retrieve more records. You may have to click Reload for those + records to appear in the display. + + + + + + + + + + The following options are available for printing the pull list: + + + + + Print Full Pull List prints Title, Author, Shelving Location, Call Number and Item Barcode. This method uses less paper than the alternate strategy. + + + + + Print Full Pull List (Alternate Strategy) prints the same fields as the above option but also includes a patron barcode. This list will also first sort by copy + location, as ordered under Admin→Local Administration→Copy Location Order. + + + + + Save List CSV to File – This option is available from the List Actions button and saves all fields in the screen display to a CSV file. This file can then be opened in + Excel or another spreadsheet program. This option provides more flexibility in identifying fields that should be printed. + + + + + + + With the CSV option, if you are including barcodes in the holds pull list, you will need to take the following steps to make the barcode display properly in + Excel: select the entire the barcode column, right-click and select Format Cells, click Number as the category and then reduce the number of decimal places to 0. + + + + + + You may perform hold management tasks by using the Actions for Selected Holds dropdown list. + + + + 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. The Holds Pull List should be printed at least once a day. + + + Capturing Holds + Holds can be captured when a checked-out item is returned (checked in) or an item on the Holds Pull List is retrieved and captured. When a hold is captured, the + hold slip will be printed and if the patron has chosen to be notified by email, the email notification will be sent out. The item should be put on the hold shelf. + + + + To capture a hold, Select Circulation -> Capture Holds; click Check In -> Capture Holds on the circulation toolbar; or hit Shift-F2. + + + + + + + + + + + + + Scan or type barcode and click Submit. + + + + + + + + The following hold slip is automatically printed. (This slip will not display on the Capture Holds screen, but will display on a Check In screen not set + to automatically print slips.) + + + + + + + + If the item should be sent to another location, a hold transit slip will be printed. (This slip will not display on the screen the Capture Holds screen, but + may display on a Check In screen that is not set to automatically print slips.) + + + + + + If a patron has an OPAC/Staff Client Holds Alias in his/her account, it will be used on the hold slip instead of the patron’s name. + Holds can also be captured on the Circulation → Check In Items screen where you have more control over automatic slip printing. + Handling Missing and Damaged Items + + + + + Handling Missing and Damaged Items + If an item on the holds pull list is missing or damaged, you can change its status directly from the holds pull list. + + + + + From the Holds Pull List, right-click on the item and either select Mark Item Missing or Mark Item Damaged. + + + + + + + + + + Evergreen will update the status of the item and will immediately retarget the hold. + + + + + +
+
+ Holds Notification Methods + + + + In Evergreen, patrons can set up their default holds notification method in the Account Preferences area of My Account. Staff cannot set these preferences for patrons; + the patrons must do it when they are logged into the public catalog. + + + + + + + The “phone and email” option is the default for those users who have not yet set a preference. + + + + Patrons with a default notification preference for phone and e-mail will see their phone number and e-mail address at the time they place a hold. The checkboxes for email + and phone notification will also automatically be checked. + + + + + + + + + + The patron can remove these checkmarks at the time they place the hold or they can enter a different phone number if they prefer to be contacted at a different number. + The patron cannot change their e-mail address at this time. + + + + + + + + + + When the patron’s hold becomes available, the system will only send an email if the Enable email notifications for this hold? checkbox was selected at the time the hold + was placed. + + + + + When the hold becomes available, the holds slip will display the patron’s e-mail address only if the patron selected the Enable email notifications for this hold? checkbox. + It will display a phone number only if the patron selected the Enable phone notifications for this hold? checkbox. + + + + + + + + + If the patron changes their contact telephone number when placing the hold, this phone number will display on the holds slip. It will not necessarily be the + same phone number contained in the patron’s record. +
+
+ Clearing Shelf-Expired Holds + + + + Items with Ready-for-pickup status are on the Holds Shelf List. The Holds Shelf List can help you manage items on the holds shelf. To see the holds shelf list, + select Circulation -> Browse Holds Shelf. + + + + + + + + + + The Holds Shelf List is displayed. Note the Actions for Selected Holds are available, as in the patron record. You can cancel stale holds here. + + + + + + + + + + Use the column picker to add and remove fields from this display. Two fields you may want to display are Shelf Expire Time and Shelf Time. + + + + + + + + + + Check the View Shelf-Expired Holds checkbox to list expired holds only. Click the Print button if you need a printed list. + + + + + The Clear These Holds button is lit up. Click it and the expired holds will be canceled. + + + + + + + + + + Bring items down from the hold shelf and check them in. + + + + If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation or trigger the next hold in line. + Hold shelf expire time is inserted when a hold achieves on-hold-shelf status. It is calculated based on the interval entered in Local Admin→ Library + Settings → Default hold shelf expire interval. + The clear-hold-shelf function cancels shelf-expired holds only. It does not include holds canceled by patron. Staff needs to trace these items manually + according to the hold slip date. +
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+ -- 2.43.2