From 5d594554d805df00b1dd05197c60ac02cb6dea96 Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Tue, 10 Aug 2010 09:47:08 -0400 Subject: [PATCH] Change some second level "section" tags to "simplesect" tags to make TOC more compact. --- 1.6/admin/serveradministration.xml | 86 ++++---- 1.6/stafftasks/cataloging.xml | 72 +++---- 1.6/stafftasks/circulation.xml | 325 ++++++++++------------------- 3 files changed, 187 insertions(+), 296 deletions(-) diff --git a/1.6/admin/serveradministration.xml b/1.6/admin/serveradministration.xml index 6f6d5b6d17..98917316d2 100644 --- a/1.6/admin/serveradministration.xml +++ b/1.6/admin/serveradministration.xml @@ -11,7 +11,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati
Organizational Unit Types and Organizational Units -
+ Organizational Unit Types Organizational Unit Types are the terms used to refer to levels in the hierarchy of your library system(s). Examples could include>All-Encompassing Consortium, Consortium Within a @@ -76,9 +76,9 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati Make the changes in the right pane. Click Save to save your changes. -
+ -
+ Organizational Units Organizational Units are the specific instances of the organization unit types that @@ -134,8 +134,8 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati Click Save to save your changes. -
-
+ + Library Hours of Operation @@ -212,10 +212,10 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati -
+ -
+ Library Addresses @@ -233,7 +233,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati Open the Organizational Units interface as described in the previous section. + linkend="server-main">previous simplesect. @@ -272,14 +272,14 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati correct addresses. -
+
Adjusting Search Relevancy Rankings - This section describes indexed field weighting and matchpoint weighting, which + This simplesect describes indexed field weighting and matchpoint weighting, which control relevance ranking in Evergreen catalog search results. Adjusting relavancy can only be completed through access to the Evergreen database as of version 1.6. In tuning search relevance, it is good practice to make incremental @@ -288,7 +288,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati -
+ Indexed-field Weighting Indexed-field weighting is configured in the Evergreen database in the weight column of the config.metabib_field table, which follows the other four columns in this table: @@ -302,8 +302,8 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati for jaguar would double the relevance for the book titled Aimee and Jaguar than for a record with the term jaguar in another indexed field. -
-
+ + Matchpoint Weighting Matchpoint weighting provides another way to fine-tune Evergreen relevance ranking, and is configured through floating-point multipliers in the multiplier column of the @@ -481,8 +481,8 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati -
-
+ + Combining Index Weighting and Matchpoint Weighting Index weighting and matchpoint weighting may be combined. The relevance boost of the combined weighting is equal to the product of the two multiplied values. @@ -494,8 +494,8 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati the matchpoint weights that apply -- because they are evaluated at different stages of the search process. -
-
+ + Adjusting Relevancy for Keyword Searches Searching the out of the box keyword does not boost the ranking for terms appearing in, the title or subject fields since there is just one keyword index which does not distinguish terms that appear in the title field from those in the notes field for example. In comparison, the title index is actually composed of @@ -545,9 +545,9 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati WHERE id = 17; -
-
-
+ +
+
User and Group Permissions It is essential to understand how user and group permissions can be used to allow staff @@ -559,28 +559,28 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati have the ability to assign elevated permissions to a user, and which staff members have the ability to edit users in particular groups. -
+ User Permissions Ihe User permissions editor allows an administrator to set up permission fopr an individual user. However, In most cases, permissions can be controlled more efficiently at the group level with individuals being assigned to specific groups based on their roles in the library. To open the user permission editor, select Admin User Permission Editor. Type the user's barcode when prompted. -
+ Working Locations - The first section of the User Permission Editor is the the Working Locations - section. You may select more than one working location for a user. This will effect + The first simplesect of the User Permission Editor is the the Working Locations + simplesect. You may select more than one working location for a user. This will effect the availability of certain permissions which are dependent on the user having the working location. -
-
+ + User Permission Settings Below the working locations is the long list of all the permissions available on your system. For each permission you can apply it by checking the Applied check box. You can also select a depth to which the permission is applied and also make the permission grantable, allowing the user the ability to grant the permission to others. -
-
-
+ + + Group Permissions Most permissions should be assigned at the group level. Here you can create new groups based on the roles and responsibilities of the users in your system. Staff will be able to @@ -648,8 +648,8 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati Click Save Changes when you are finished all the changes. -
-
+ + Permissions Permissions Table @@ -1322,7 +1322,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati
-
+
@@ -1398,7 +1398,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati -
+ Staff Account Permissions @@ -1639,9 +1639,9 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati -
+ -
+ Granting Additional Permissions A Local System Administrator (LSA) may selectively grant LSA permissions to other staff accounts. In the example below a Circ +Full @@ -1751,13 +1751,11 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati - - - - - -
-
+ + + + +
Copy Status To navigate to the copy status editor from the staff client menu, select @@ -1910,7 +1908,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati Once you have finished editing the statuses, remember to click Save Changes. -
+
Billing Types The billing types editor is used for creating, editing and deleting billing types. @@ -2004,7 +2002,7 @@ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministrati - Add the template to the to the marctemplates list in the open-ils.cat section of the evergreen configuration file opensrf.xml + Add the template to the to the marctemplates list in the open-ils.cat simplesect of the evergreen configuration file opensrf.xml Restart perl services for changes to take effect. diff --git a/1.6/stafftasks/cataloging.xml b/1.6/stafftasks/cataloging.xml index cdc2cecded..f40b1a5463 100644 --- a/1.6/stafftasks/cataloging.xml +++ b/1.6/stafftasks/cataloging.xml @@ -9,7 +9,7 @@
Locating Records -
+ Search Search functionality may be functioned through: @@ -30,8 +30,8 @@ Use ocm as a prefix for OCLC numbers that are eight digits or shorter. Evergreen will automatically prefix the number with zeros so that it is nine digits. (e.g. ocm01234567, or ocm00123456) Do not use hyphens when searching by LCCN. Substitute a 0 in place of the hyphen. (e.g. 2001001234) -
-
+ + MARC Expert Search Located beneath the “Quick Search” box on the catalog search screen. @@ -42,10 +42,10 @@ To set default record views for a username, select Actions for this Record Set bottom interface as Default. -
-
+ + Adding and Editing Items -
+ Adding Holdings to Title Rrcords Retrieve an existing bibliographic record. @@ -64,11 +64,11 @@ New items are assigned a status of In Process. Items must be checked in to become Available. Alternatively, use Edit Item Attributes from the Actions for Selected Rows to change statuses to Available once records have been created and saved to database. The creation and use of item record templates is recommended. -
-
-
+ + + Copy Alerts and Notes -
+ Copy Alerts Copy alerts are useful alerts for physical item copies. Staff must be granted permission to override alerts at checkout or checkin. @@ -90,8 +90,8 @@ Select all items to be changed by highlighting the first item in the list, holding down the Shift key, and clicking on the last item. Select several, non-sequential items, by holding down the Ctrl key and clicking on the required items. Continue to Edit Item Attributes, as above. -
-
+ + Viewing Copy Alerts Copy alerts may be viewed from the Item Status screen, at checkin, and at checkout. To view alerts from the Item Status, enter the barcode number. Select the item and click Actions for Selected @@ -99,8 +99,8 @@ To view alerts from the Item Status, enter the barcode number. Select the item and click Actions for Selected Items Show Item Details. The copy alert will display automatically at checkout and checkin. -
-
+ + Copy Notes Copy notes are informational only. They may be internal or made available to the public in the OPAC. @@ -112,13 +112,13 @@ Click Add Note to display the new note. Use the Delete This Note button to remove a note from a copy record. -
-
+ +
Adding New Bibliographic Records Evergreen allows new bibliographic records to be added to the database through Z39.50 searching, MARC record file uploads, and original cataloging. -
+ Importing MARC Records via the Z39.50 Interface Cataloging Import Record from Z39.50 @@ -142,8 +142,8 @@ Export MARC records Import or overlay MARC records -
-
+ + Importing Records Highlight the record and click MARC Editor for Import. @@ -156,8 +156,8 @@ Select Fast Item Add to input the call number and barcode data from this screen. This box is sticky for the login. -
-
+ + Uploading MARC files Title records that do not already exist in the Evergreen database may be uploaded directly to the catalog through vendor-supplied MARC files. Multiple title records can be uploaded and added at the same time. @@ -179,8 +179,8 @@ are not true matches, it is still possible to upload the selected records using the Actions drop-down menu. The Import Attached Holdings option requires additional server configuration. -
-
+ + Creating New MARC Records New MARC records may be created in Evergreen using MARC templates. For detailed information on MARC standards, visit the Library of Congress website: http://www.loc.gov/marc/ @@ -197,14 +197,14 @@ The record is created and will open in the current default view. Holdings may now be added. If the Fast Item Add box was selected, the copy editor will open after Create Record is clicked. -
+
Working with the MARC Editor The MARC Editor allows MARC tags, sub-fields, and indicators to be edited. OPAC icons for text, moving pictures and sound rely on correct MARC coding in the leader and the 008, as do OPAC search filters such as publication date, item type, or target audience. Bibliographic matching and de-duplicating also rely on correct MARC coding and consistency in use and content in particular MARC tags. -
+ Editing MARC Records Retrieve the record. @@ -219,8 +219,8 @@ Click OK. The MARC Editor may be navigated using keyboard shortcuts. Click Help to see the shortcut menu from within the MARC Editor. -
-
+ + MARC Record Leader and MARC fixed field 008 Parts of the leader and the 008 field can be edited in the MARC Editor via the fixed field editor box displayed above the MARC record. Information about the leader and the 008 can be found on the Library of Congress’s MARC Standards page at http://www.loc.gov/marc/. @@ -235,8 +235,8 @@ The OPAC icon for the appropriate material type will display. The MARC Editor may be navigated using keyboard shortcuts. Click Help to see the shortcut menu from within the MARC Editor. -
-
+ + Overlaying MARC Records Overlaying a MARC record replaces an existing MARC record while leaving all holdings, holds, active circulations, bills, and fines intact. In Evergreen, a record must be marked for overlay. The mark for overlay is by login. Only one record at a time may be marked for overlay. When another @@ -261,11 +261,11 @@ Click Overlay. Confirm the overlay. The record in Evergreen is overlaid with the new MARC record. All preexisting holdings remain intact. -
+
Cataloging Templates - This section explains creating, using, exporting, and importing item record templates for cataloging. Use of templates enhances item creation and helps ensure + This simplesect explains creating, using, exporting, and importing item record templates for cataloging. Use of templates enhances item creation and helps ensure consistency in record format in the database. @@ -370,7 +370,7 @@ displayed data. -
+ Adding Copy Records to Copy Buckets While creating copy buckets is similar to creating record buckets (simply choose Copy Buckets in the menu choice), there are significant differences in adding copy records to a bucket. Records must be added to copy buckets from the copy record level. This may be done from several locations within the Evergreen client. @@ -398,8 +398,8 @@ Use Add All or select the appropriate items and Add Selected to move items to the bucket displayed in the bottom pane. -
-
+ + Working with Records in a Bucket Once records have been placed in a bucket, a variety of functions may be performed. @@ -433,7 +433,7 @@ Enter the desired bucket number and click OK. The requested bucket now displays. The bucket number (assigned by Evergreen) and owner displays. -
+
Merging Bibliographic Records @@ -479,7 +479,7 @@ Batch deletions: Create a copy bucket for the items to be deleted (Cataloging Manage Copy Buckets ; create a New Bucket - Enter the barcodes for the to-be-deleted items into the Pending Copies section of the Copy Buckets screen. + Enter the barcodes for the to-be-deleted items into the Pending Copies simplesect of the Copy Buckets screen. Add All of the items to the selected bucket. Delete All from Catalog. The Deleted? status for each item will change from No to Yes. diff --git a/1.6/stafftasks/circulation.xml b/1.6/stafftasks/circulation.xml index d7328961d2..f10cb1aa16 100644 --- a/1.6/stafftasks/circulation.xml +++ b/1.6/stafftasks/circulation.xml @@ -9,7 +9,7 @@
Patron Records -
+ Searching Patrons @@ -19,8 +19,8 @@ Limit results to patrons in dropdown. -
-
+ + Registering New Patrons @@ -29,8 +29,8 @@ are automatically grouped together with the original record and share the same address, which can only be edited in the original record. Staff accounts can be added here just like patron accounts. -
-
+ + Clone User from Existing Group Member Open patron record, click Other. @@ -43,8 +43,8 @@ After saving the clone record, the User Editor reverts to another clone template; create additional family/group member records. Close the Register Patron Clone for Group tab. -
-
+ + Updating patron information Retrieve the patron record @@ -52,8 +52,8 @@ Finish then click Save User. Confirmation message, User updating is successful -
-
+ + Extend Account Expiration Date All patron accounts are set to expire in one year – this allows staff to verify patron contact information annually and update any out-of-date information. @@ -66,8 +66,8 @@ At Account Expiration Date, highlight the year and type the new year Click 7. Finish, click Save User -
-
+ + Lost Library Cards Retrieve the patron record. @@ -79,8 +79,8 @@ A lost card cannot be reinstated (A warning message will display; use the new card to retrieve the user’s record) -
-
+ + Resetting a Patron's Password Retrieve the record. @@ -89,8 +89,8 @@ The existing password is not displayed in patron records for security reasons. -
-
+ + Barring a Patron Select 4: Groups and Permissions. Select the Barred checkbox. @@ -105,14 +105,14 @@ the OPAC to view their accounts. Blocked: Often, these are system-generated blocks on patron accounts.  Some examples: - Patron exceeds fine threshold + Patron exceeds fine threshold Patron exceeds max checked out item threshold. A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions to override blocks. -
-
+ + Patron Alerts There are two types of Patron Alerts: @@ -143,8 +143,8 @@ A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions to override blocks. -
-
+ + Patron Notes See Notes message appears Notes are strictly communicative and may made visible to the patron, via their account on the OPAC. @@ -161,8 +161,8 @@ To delete a note, go to Other Notes and use the Delete This Note button under each note. -
-
+ + Merging Patron Records Merging patron Records From the patron search screen: @@ -191,7 +191,7 @@ The merged record will still show under group members. Both members point to the same patron record. -
+
Circulating Items @@ -199,7 +199,7 @@ 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. Non-cataloged circulation: circulation of items that are not in the catalog and do not have a barcode. -
+ Check Out (<keycap>F1</keycap>) @@ -212,8 +212,8 @@ When finished, click Done to generate a receipt or to exit patron record, if not printing slip receipts. -
-
+ + Pre-cataloged Items 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. 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, @@ -237,8 +237,8 @@ The item MUST be routed to your holdings maintenance staff to be added to the database before further check outs. -
-
+ + Non-cataloged Items Non-cataloged items may be more familiar as Ephemeral items – they are those items that libraries do not wish to catalog, but do wish to track for circulation statistics. @@ -262,8 +262,8 @@ Non-cataloged items do not appear in the list of items out unless you select that option. Click OK. -
-
+ + Due Dates 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 @@ -278,9 +278,9 @@ The item is checked out with the special due date. The special due date applies to all subsequent items until it is changed or the patron record is exited. -
-
- Check In (F2) + + + Check In (<keycap>F2</keycap>) Regular check in: Click Check In button or hit F2 to open Item Check In tab. @@ -289,8 +289,8 @@ Continue to scan barcodes until all items are discharged. Close tab when done. -
-
+ + Backdated Check In Used for checking items in from bookdrops or for unexpected closings. @@ -302,8 +302,8 @@ When finishing backdated check-in, change the Effective Date back to the current date or close tab. -
-
+ + Renewal and Editing Item's Due Date 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. @@ -328,9 +328,9 @@ Select multiple items by pressing down the CTRL key and clicking each item to edit. Editing the due date does not affect renewal count. -
-
- Marking Items “Lost” and “Claimed Returned” + + + Marking Items <emphasis>Lost</emphasis> and <emphasis>Claimed Returned</emphasis> To mark items as lost: Retrieve the patron record. @@ -364,9 +364,9 @@ There is a Claims Returned Count in the Edit tab, Groups and Permissions section; this must be manually reset. There are no alerts indicating claims returned items. -
-
- In-house Use (F6) + + + In-house Use (<keycap>F6</keycap>) May be used to record in-house use for both cataloged and non-cataloged items. @@ -378,8 +378,8 @@ 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. -
-
+ + Item Status (<keycap>F5</keycap>) 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. @@ -403,8 +403,8 @@ Patron record will display in a new Tab. Past circulations can also be retrieved from a patron's Items Out screen. -
-
+ + Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis> Retrieve the item. @@ -414,8 +414,8 @@ This procedure also allows items to be checked in or renewed through the Check in Items and Renew Items options on the dropdown menu. -
-
+ + Item alerts The Edit Item Attributes function on Actions for Selected Items allows editing of item records, such as inserting item alerts. @@ -428,19 +428,19 @@ Type in the message and click Apply. Click Modify Copies and confirm. -
+
Bills and Payments -
+ Circulation vs. Grocery Bills There are two types of bills in Evergreen: Circulation bills and Grocery bills. Circulation bills: system-generated (overdue fines, lost item cost, processing fees, etc.). Overdue fines are added daily once an item is overdue. 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. Grocery bills: staff-applied to patron accounts. -
-
+ + Making Payments Retrieve the patron record. @@ -454,14 +454,14 @@ 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. You may choose to annotate payment and fill in resulting text box according to library policy. -
-
+ + Making Change Change will be calculated if the payment amount is over the selected bill amount. After typing in a payment amount, click into the =Change field. The change amount will display. -
-
+ + Void vs. Forgive Void clears all history of the bill, while forgive retains the history. @@ -472,7 +472,7 @@ Apply Payment. -
+ Voiding bills: Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole. @@ -488,10 +488,10 @@ Void Selected Billings. Confirm. -
-
-
- Adding New "Grocery" Bills + + + + Adding New Grocery Bills A grocery bill can be added as a new bill or to an existing bill. To add as a new bill: @@ -512,8 +512,8 @@ Submit this Bill and confirm. The Money Summary will adjust accordingly. -
-
+ + Bill History The Bill History view includes specific details about the item as well as information about the bill and payments. @@ -527,8 +527,8 @@ 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. -
-
+ + Refund Sometimes paid bills need to be voided, such as when lost and paid items are returned. A negative balance may be created once such bills are voided. To close such bills, staff may refund the balance amount or add a bill entry. @@ -542,13 +542,13 @@ Refund button will automatically show up once a bill has a negative balance. Refunds are reflected in the Cash Report. -
+
Holds 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. -
+ Viewing Holds Under Actions for this Record (AltA), select View Holds @@ -556,13 +556,13 @@ Holdings Maintenance. The View Holds screen opens. -
-
+ + Placing Holds 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. -
-
+ + Holds Levels 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. @@ -646,8 +646,8 @@ reflect newly placed holds.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. - -
+ + Managing Holds Holds may be cancelled at any time by staff or patrons. Before holds are captured, staff or patrons may: @@ -679,8 +679,8 @@ Holds may be sorted on the View Holds screen. Click Request Date 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 Save Columns button. -
-
+ + Transferring Holds 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. @@ -694,8 +694,8 @@ Go to the tab where you have opened the record where you need to move the hold. Then you will need to cancel the hold on the first record. -
-
+ + Canceling Holds View the holds for the item. @@ -706,8 +706,8 @@ If it is the correct hold, click Yes (AltY). The window will close, and the hold will disappear from the list. -
-
+ + 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. This also needs to be done if items marked as Damaged or @@ -725,8 +725,8 @@ 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. -
-
+ + Holds Pull List Holds may have one of three statuses: Waiting for Copy, Waiting for Capture, or Ready for Pickup. @@ -743,7 +743,7 @@ 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. -
+ Capturing Holds 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. @@ -754,9 +754,9 @@ Holds can also be captured on the Circulation Check In Items screen. If the Auto-Print Hold and Transit Slips checkboxes are selected, hold slips will print automatically. -
-
-
+ + + Holds Shelf List Items with Ready-for-pickup status are displayed on the Hold Shelf List. Hold Shelf List can help manage items on the hold shelf. To view the holds shelf list: @@ -766,7 +766,7 @@ Expired holds may be deleted from this screen. If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation. -
+
Transit Items @@ -778,12 +778,12 @@ In Transit. If the hold is captured from the Check In screen, a prompt to print the Transit/Hold slip will display. If the hold is captured from the Capture Holds screen, a Transit/Hold slip will be printed automatically. -
+ Receiving In Transit Items All items received through transit must be checked in by the receiving branch. This changes the items' statuses from In Transit to Reshelving or Ready for Pickup. -
-
+ + Transit List The Transit List report may be used to as a tool to help manage your incoming and outgoing transits. To access and use the Transit List report: @@ -795,8 +795,8 @@ Click Transits Retrieve. Items with an In Transit status for the selected time period are listed. -
-
+ + Aborting Transits Transits may be aborted (cancelled) from multiple locations within Evergreen. 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. @@ -807,13 +807,13 @@ The transit is cancelled, but will still display in the list. Click Retrieve Transits. The screen will refresh and the cancelled item(s) will no longer display as transits. -
+ Cancelling Transits at Checkout Items with a status of in transit trigger a notification when an attempt is made to check them out. To allow in transit items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout. -
-
+ + Cancelling Transits from Item Status Items with a status of in transit trigger a notification when an attempt is made to check them out. To allow in transit items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout. @@ -824,8 +824,8 @@ At Aborting Transits pop-up, click Yes The item now has the status Reshelving. -
-
+ +
Offline Transactions @@ -859,7 +859,7 @@ -
+ Patron Registration @@ -900,9 +900,6 @@ - - - Fill in the form with patron information. Use the drop down list if available. @@ -913,24 +910,14 @@ - - - - - - - - -
- -
+ + Check Out - @@ -942,7 +929,6 @@ - The Standalone Check Out screen will open. @@ -953,11 +939,9 @@ - Make sure the date (on the left end of the menu bar) is correct. - Scan the patron's library card barcode in Enter the patron's @@ -969,8 +953,6 @@ - - Check that the due date is correct. You may delete then type in a due date in @@ -984,14 +966,10 @@ - - Scan the items' bacode in Enter the item barcode box. It will appear on the right side of the screen. - - @@ -1009,7 +987,6 @@ - Enter the number of items you want to check out, then click OK on the prompt window. @@ -1018,14 +995,11 @@ - - Scan all items, changing the due date if necessary. - If you want to print receipt, make sure Print receipt? @@ -1035,10 +1009,8 @@ - - Click Save these transactions. @@ -1047,8 +1019,6 @@ - - @@ -1058,28 +1028,23 @@ happens to be used, it will be checked out with the previous author and title. If a new pre-cat barcode is attempted, an error of ASSET NOT FOUND (item not found) will be returned upon processing offline transactions. -
- -
+ + Renew To renew, you must know items barcode number. Patron's barcode is optional. - - To access renew function, click Renew button on the top menu bar. - - @@ -1092,19 +1057,15 @@ - - Follow the same procedure as checking out described above. Skip patron barcode if you do not have it. - - -
-
+ + In House Use @@ -1121,7 +1082,6 @@ - Make sure the date is correct. @@ -1132,7 +1092,6 @@ - Type in the number in Enter the number of uses of the item @@ -1143,9 +1102,7 @@ - - Scan or type in the item barcode number in Enter the item @@ -1155,10 +1112,8 @@ - - Repeat the above 2 steps until all items have been scanned. @@ -1171,17 +1126,14 @@ - - -
-
+ + Check In - @@ -1191,10 +1143,8 @@ - - Check In screen will open. @@ -1203,10 +1153,8 @@ - - Make sure the date is correct. @@ -1215,10 +1163,8 @@ - - Scan the items barcode in Enter item barcode box. The @@ -1230,7 +1176,6 @@ - Scan all items you want to check in. @@ -1246,32 +1191,25 @@ - Without access to Evergreen database, items on holds or with special status will not be captured in offline mode. Sitka Support Team recommends libraries not use check in function on Standalone Interface if possible. -
- - -
+ + Uploading offline transactions - Once you are able to connect to the server, you need to upload the offline transactions.  It is good practice to do this as soon as possible, but if the local system administrator isn’t on site for a day or two do not panic. - The terms Offline Interface and Standalone Interface mean the same thing - a separate program to handle simple circulation tasks while the network is down. - Once you can connect to the server, there are 3 steps to uploading offline transactions: - Create a session: to be done by local @@ -1286,25 +1224,21 @@ be done by local system administrators at an administration workstation. - Once the network has come back up, a local system administrator must first create a session before uploading transactions. Then, staff can upload transactions from each of the workstations used in offline circ to that session.  Once all of the branch workstations have uploaded their transactions to the session, the manager will process all the transactions from all the workstations at once. - Circulation Staff uploading transactions to the session does not put the transactions into the Evergreen database. The transactions will not be sent to the Evergreen database until the manager processes the session. - Create a Session - Log into Evergreen with a local system administrator username and @@ -1328,14 +1262,11 @@ - - The Offline Transactions screen will open. Previously created sessions will be listed in the Offline Sessions section. Otherwise, the Offline Sessions section will be blank. - In the upper Offline Sessions section, click on the @@ -1346,13 +1277,10 @@ - - - Enter a name for the session, like “Internet Down 2009-12-02”.  Click @@ -1363,13 +1291,10 @@ - - - In the Offline Sessions section, highlight the session @@ -1387,14 +1312,11 @@ - - Inform library staff that the session has been created and what the session name is. - @@ -1405,14 +1327,11 @@ it's ready for your upload. There may be several sessions shown on the Offline Transaction Management screen, so you will need the name of the correct session from your local system administrator. - Log into Evergreen with your regular username and password. - - From the menu bar, select Admin (-) @@ -1437,16 +1356,10 @@ - - - - - - When the uploading is finished,select the session in Offline Sessions @@ -1464,48 +1377,38 @@ - - Inform your local system administrator that your transaction has been uploaded to the session. - - You will need to do this for each workstation you have used for offline circulation.  If your library has more than one workstations that have been used for offline transactions you will see the other workstation sessions that have already been uploaded.   - Process the Transactions - Wait until all the appropriate staff workstations have uploaded their transactions to your session. You should see the workstations listed in the Uploaded Transactions section. You'll need to be logged into Evergreen as a local system administrator to do the processing step. - Log into Evergreen with a local system administrator's username and password. - From the menu bar, select Admin (-) Offline Transaction Management . - - Highlight the correct session and, if necessary, @@ -1517,13 +1420,10 @@ - - - Click on the Process button. @@ -1538,8 +1438,6 @@ - - The processing may take a while, depending on how many transactions you have @@ -1552,13 +1450,11 @@ - - The number in the Transactions Processed column is equal to the number of items checked out or checked in.  For example, if there are 5 @@ -1570,16 +1466,13 @@ Exceptions - Exceptions are problems that were encountered during processing.  For example, a mis-scanned patron barcode, an open circulation, or an item that wasn’t checked in before it was checked out to another patron, would be listed as an exception. Those transactions causing exceptions may not be loaded into Evergreen database. Staff should examine the exceptions and take necessary action. - The example below shows several exceptions: - screenshot of staff client @@ -1671,6 +1564,6 @@ -
+
-- 2.43.2