From 264131fc6332fc8241160388d8576b890963e514 Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Tue, 19 Oct 2010 07:59:33 -0400 Subject: [PATCH] Add admin-booking module contributed by Jeremy Buhler. --- 1.6/admin/admin-booking.xml | 307 ++++++++++++++++++++++++++++++++++++ 1.6/root.xml | 1 + 2 files changed, 308 insertions(+) create mode 100644 1.6/admin/admin-booking.xml diff --git a/1.6/admin/admin-booking.xml b/1.6/admin/admin-booking.xml new file mode 100644 index 0000000000..1ddc57d57d --- /dev/null +++ b/1.6/admin/admin-booking.xml @@ -0,0 +1,307 @@ + + + + Booking Module Administration + + Adapted with permission from original material by the Evergreen + Community + + + + The Evergreen booking module is included in Evergreen 1.6.1.x and above.The following + documentation will include information about making cataloged items bookable; making + non-bibliographic items bookable; and setting permissions in the booking module for + staff. + + +
+ Make a Cataloged Item Bookable in Advance + If their permission settings allow, staff members can make items bookable. Staff members + can do this in advance of a booking request, or they can do it on the fly. + If you know in advance of the request that an item will need to be booked, you can make + the item bookable. + + + + + In the staff client, select + Search + Search the Catalog + + + + Begin a title search to find an item. + + + Click the title of the item that you want to book. + + + + The Record Summary will appear. In this view you can see + information about the item and its locations. Click + Actions for this Record + Holdings Maintenance + in the top right corner of the screen. + + + + The Holdings Maintenance screen will appear. In this screen, + you can view the volumes and copies of an item avaialable at each branch. To view the + barcodes and other information for each copy, click the arrow adjacent to the branch + with the copy that you need to view. Click on successive arrows until you find the + copy that you need to view. + + + Select the item that you want to make bookable. Right click to open the menu, and + click Make Item Bookable. + + + The item has now been added to the list of resources that are bookable. To book + the item, return to the Record Summary, and proceed with + booking.. + + + + + In Evergreen 1.6.1, there is no way to make an item “unbookable” after it has been + made bookable and has been reserved. The Delete Selected button + on this screen deletes the resource from the screen, but the item will be able to be + booked after it has been returned. + + +
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+ Make a Cataloged Item Bookable On the Fly + If a patron wants to book an item immediately that does not have bookable status, you + can book the item on the fly if you have the appropriate permissions. + + + + Follow steps one through five in . + + + Select the item that you want to make bookable. Right click to open the menu, and + click Book Item Now. + + + A Reservations screen will appear in a new tab, and you can + make the reservation. + + + + +
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+ Create a Bookable Status for Non-Bibliographic Items + Staff with the required permissions can create a bookable status for non-bibliographic + items. For example, staff can book conference rooms or laptops. You will be able to create + types of resources, specify the names of individual resources within each type, and set + attributes to describe those resources. You can then bring the values together through the + Resource Attribute Map. + + + First, create the type of resource that you want to make bookable. Select + Admin + Server Administration + Booking + Resource Types + . + + + A list of resource types will appear. You may also see titles of cataloged items + on this screen if they were added using the Make Item Bookable + or Book Now links. You should not attempt to add cataloged items + on this screen; it is best to use the aforementioned links to make those items + bookable. In this screen, you will create a type of resource. + + + In the right corner, click New Resource Type. + + + A box will appear in which you will create a type of resource. In this box, you + can set fines, determine “elbow room” periods between reservations on this type of + resource, and indicate if this type of resource can be transferred to another + library. Click Save when you have entered the needed + information. + + + After you click Save, the box will disappear. Refresh the + screen to see the item that you have added. + + + Next, set the attributes for the type of resource that you have created. Select + Server Administration + Booking + Resource Attributes + . + + + + Click New Resource Attribute. + + + + A box will appear in which you can add the attributes of the resource. Attributes + are descriptive information that is provided to the staff member when the booking + request is made. For example, an attribute of the projector may be a cart that allows + for its transportation. Other attributes might be number of seats available in a + room, or MAC or PC attributes for a laptop. Click Save when + the necessary information has been entered. + + + + The box will disappear. Refresh the screen to see the added attribute. + + + + Next, add the values for the resource attributes. A value can be a number, yes/no, + or any other meaningful information. Select + Server Administration + Booking + Resource Attribute Values + . + + + + Select New Resource Attribute Value. + + + + A pop up box will appear. Select the Resource Attribute from + the drop down box. Add the value. You can add multiple values for this field. Click + Save when the required information has been added. + + + + If you refresh the screen, the attribute value may not appear, but it has been + saved. + + + + Next, identify the specific objects that are associated with this resource type. + Click + Admin + Server Administration + Booking + Resources + . + + + + Click New Resource. + + + + A pop-up box will appear. Add information for the resource and click + Save. Repeat this process for each resource. + + + + Refresh the screen, and the resource(s) that you added will appear. + + + + Finally, use Resource Attribute Maps to bring together the + resource and its attributes. Select + Admin + Server Administration + Booking + Resource Attribute Maps + . + + + + Select New Resource Attribute Map + + + + Select the resource that you want to match with its attributes, then click + Save. Repeat for all applicable resources. + + + + You have now created bookable, non-bibliographic resource(s) with + attributes. + + + +
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+ Setting Booking Permissions + Administrators can set permissions so that staff members can view reservations, make + reservations, and make bibliographic or non-bibliographic items bookable. + + If a staff member attempts to book an item for which they do not have the appropriate + permissions, they will receive an error message. + + To set permissions, select + Admin + Server Administration + Permissions + . + + Staff members should be assigned the following permissions to do common tasks in the + booking module. These permissions could be assigned to front line staff members, such as + circulation staff. Permissions with an asterisk (*) are + already included in the Staff permission group. All other + booking permissions must be applied individually. + + + + View Reservations: VIEW_TRANSACTION* + + + Use the pull list: + RETRIEVE_RESERVATION_PULL_LIST + + + Capture reservations: CAPTURE_RESERVATION + + + Assist patrons with pickup and return: + VIEW_USER* + + + Create/update/delete reservations: + ADMIN_BOOKING_RESERVATION + + + + The following permissions allow users to do more advanced tasks, such as making items + bookable, booking items on the fly, and creating non-bibliographic resources for + booking. + + + + Create/update/delete booking resource type: + ADMIN_BOOKING_RESOURCE_TYPE + + + Create/update/delete booking resource attributes: + ADMIN_BOOKING_RESOURCE_ATTR + + + Create/update/delete booking resource attribute + values: ADMIN_BOOKING_RESOURCE_ATTR_VALUE + + + Create/update/delete booking resource: + ADMIN_BOOKING_RESOURCE + + + Create/update/delete booking resource attribute + maps: ADMIN_BOOKING_RESOURCE_ATTR_MAP + + + + In addition to having the permissions listed above, staff members will need a valid + working location in their profiles. This should be done when registering new staff members. + + + +
+ diff --git a/1.6/root.xml b/1.6/root.xml index 6f45da8e23..71fe87fa82 100755 --- a/1.6/root.xml +++ b/1.6/root.xml @@ -81,6 +81,7 @@ + -- 2.43.2