From d549721f218c5d9c26b6ef4087a63d302c342c2e Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Tue, 9 Nov 2010 13:09:48 -0500 Subject: [PATCH] Add index terms. --- 1.6/stafftasks/booking.xml | 6 ++ 1.6/stafftasks/cataloging.xml | 54 ++++++++++++---- 1.6/stafftasks/circulation.xml | 112 ++++++++++++++++++++++----------- 1.6/stafftasks/staffclient.xml | 10 +-- 4 files changed, 129 insertions(+), 53 deletions(-) diff --git a/1.6/stafftasks/booking.xml b/1.6/stafftasks/booking.xml index 2e61316a16..dca13d4b90 100644 --- a/1.6/stafftasks/booking.xml +++ b/1.6/stafftasks/booking.xml @@ -12,6 +12,7 @@
Creating a Booking Reservation + booking reservationcreating Only staff members can create reservations. To initiate a reservation, staff can search the catalog, @@ -120,6 +121,7 @@
Cancelling a Reservation + booking reservationcancelling Staff members can cancel a patron’s reservation through the Create or Cancel Reservations tab available in a patron’s record. Staff members can also cancel a reservation immediately after it has been made. @@ -151,6 +153,7 @@
Creating a Pull List + booking reservationcreating a pull list Staff members can create a pull list to retrieve items from the stacks. To create a pull list, select BookingPull List. @@ -163,6 +166,7 @@
Capturing Items for Reservations + booking reservationcapturing items Staff members can capture items for reservations. In the staff client, select BookingCapture Resources. @@ -173,6 +177,7 @@
Picking Up Reservations + booking reservationpicking up Staff members can help users pick up their reservations. In the staff client, select BookingPick Up Reservations @@ -183,6 +188,7 @@
Returning Reservations + booking reservationreturning Staff members can help users return their reservations. In the staff client, select BookingReturn Reservations. diff --git a/1.6/stafftasks/cataloging.xml b/1.6/stafftasks/cataloging.xml index d170fd7c6e..e9c7145ef0 100644 --- a/1.6/stafftasks/cataloging.xml +++ b/1.6/stafftasks/cataloging.xml @@ -11,6 +11,7 @@ Locating Records Search + cataloguinglocating records Search functionality may be functioned through: CatalogingSearch the Catalog @@ -45,12 +46,15 @@ Adding and Editing Items + cataloguingadding and editing items - Adding Holdings to Title Rrcords + Adding Holdings to Title Rrcords + cataloguingadding holdings Retrieve an existing bibliographic record. Actions for this Record->Holdings Maintenance. - The Record opens in record summary view. To display existing volume and copy records, check the boxes for Show Volumes and Show Items. + The Record opens in record summary view. To display existing volume and copy records, check the boxes for + Show Volumes and Show Items. These boxes are sticky and will remain checked for the login until manually de-selected. Highlight the appropriate library from the display. @@ -68,8 +72,10 @@ Copy Alerts and Notes + Copy Alerts + cataloguingcopy alerts Copy alerts are useful alerts for physical item copies. Staff must be granted permission to override alerts at checkout or checkin. @@ -102,6 +108,7 @@ Copy Notes + cataloguingcopy notes Copy notes are informational only. They may be internal or made available to the public in the OPAC. Accessing copy notes from the copy editor: @@ -117,9 +124,11 @@
Adding New Bibliographic Records + cataloguingadding 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 + Z39.50importing records Cataloging Import Record from Z39.50 Select single or multiple pre configured Z39.50 targets from the list. Only subscription services require logins. Once databases have @@ -145,6 +154,7 @@ Importing Records + cataloguingimporting records Highlight the record and click MARC Editor for Import. The record opens in the MARC Editor. Edit fixed and bibliographic fields. @@ -158,7 +168,8 @@ sticky for the login. - Uploading MARC files + Uploading MARC Files + cataloguinguploading 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. @@ -182,6 +193,7 @@ Creating New MARC Records + cataloguingcreating 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/ @@ -201,11 +213,13 @@
Working with the MARC Editor + cataloguingMARC 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 + cataloguingediting MARC records Retrieve the record. Actions for this Record MARC Edit. @@ -222,11 +236,13 @@ MARC Record Leader and MARC fixed field 008 + MARCMARC leader + MARCfixed 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/. - To edit the MARC record leader: + To edit the MARC record leader Retrieve and display the appropriate record in MARC Edit view. Click into any box displayed in the fixed field editor. Press Tab or use the mouse to move between fields. @@ -238,19 +254,20 @@ Overlaying MARC Records + cataloguingoverlaying 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 record is marked for overlay, the previously marked item is de-marked. Once a record is marked, it remains marked until overlaid or until the user logs out of Evergreen. - Marking a record for overlay: + Marking a record for overlay Search for and retrieve a record for overlay. Select Actions for this Record Mark for Overlay. Record is now marked. - Overlaying the marked record: + Overlaying the marked record Once the record is marked for overlay, proceed to search for and import the new record from a Z39.50 target. Select Cataloging Import Record from Z39.50. Choose targets and enter search terms. @@ -265,11 +282,12 @@
Cataloging Templates + cataloguingtemplates 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. - Creating item templates: + Creating item templates Search for and retrieve a record. Select Actions for this Record Holdings Maintenance. Select an item record in list and click Actionsfor Selected Rows Edit Item Attributes. @@ -315,6 +333,7 @@
Buckets + cataloguingbuckets The Buckets function in Evergreen groups records together and allows for batch changes and the creation of pull lists. Batch changes allow many records to be grouped together for changes to be enacted on them all at once, instead performing individual edits. Buckets allow materials to be tracked and worked by multiple staff members. @@ -337,7 +356,7 @@ - Creating record buckets from within a record: + Creating record buckets from within a record Search for, retrieve, and display the desired bibliographic record. Choose Actions for this Record Add to Bucket. Select Add to New Bucket. @@ -352,7 +371,7 @@ Continue to add records, if required. - To work from within the buckets module: + To work from within the buckets module Choose Cataloging Manage Record Buckets. Select the Record Query tab on the left side of the screen. Select the appropriate bucket and click Add to Selected Bucket. @@ -372,6 +391,7 @@ Adding Copy Records to Copy Buckets + cataloguingcopy 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. @@ -401,10 +421,12 @@ Working with Records in a Bucket + cataloguingrecord buckets Once records have been placed in a bucket, a variety of functions may be performed. To batch edit records: + cataloguingrecord bucketsbatch edit Access the Copy Bucket view by choosing Edit Copy Buckets . @@ -418,16 +440,18 @@ Click OK. The desired changes are made for all selected items. - Use caution when using the Transfer to Specific Volume action. + Use caution when using the Transfer to Specific Volume action. - Removing records from buckets: + Removing records from buckets + cataloguingbucketsremoving records select the desired record. Click Remove Selected from Bucket The same procedure is used for both Record and Copy Buckets - Retrieving shared buckets: + Retrieving + cataloguingshared buckets Access the copy or record bucket management screen as described above. In drop down menu beside Choose a bucket… select Retrieve shared bucket. Enter the desired bucket number and click OK. @@ -437,6 +461,7 @@
Merging Bibliographic Records + cataloguingmerging bibliographic records A common application for the merge function in Evergreen is to replace brief records with full records. This is only necessary when a full record cannot be located in a Z39.50 target. Any volume and copy records or holds associated with the brief record will be transferred to the full record upon merging. @@ -454,6 +479,7 @@
Adding holdings to title records + cataloguingadding holdings This lesson demonstrates adding your library’s volume and copy records to a title record. @@ -584,6 +610,8 @@
Printing Spine and Pocket Labels + labelsspine + labelspocket Copy buckets may be used to group items requiring labels. Locate the correct copy bucket. @@ -604,7 +632,7 @@
Deleting Records - + cataloguingdeleting records Batch deletions: Create a copy bucket for the items to be deleted (Cataloging Manage Copy Buckets diff --git a/1.6/stafftasks/circulation.xml b/1.6/stafftasks/circulation.xml index 6ddb532e07..d4166e9dbf 100644 --- a/1.6/stafftasks/circulation.xml +++ b/1.6/stafftasks/circulation.xml @@ -7,7 +7,7 @@ This chapter presents explains the circulation procedures carried out from the staff client. -
+
circulationpatron records Patron Records Searching Patrons @@ -21,7 +21,7 @@ - Registering New Patrons + Registering New Patronscirculationregistering new patrons Mandatory fields = Red. @@ -31,7 +31,7 @@ - Clone User from Existing Group Member + Clone User from Existing Group Membercirculationcloning users Open patron record, click Other. Select Group. @@ -45,7 +45,7 @@ - Updating patron information + Updating Patron Informationcirculationupdating patron information Retrieve the patron record Edit @@ -54,7 +54,7 @@ - Extend Account Expiration Date + Extend Account Expiration Datecirculationextending 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. There is no warning that the account will soon expire. @@ -68,7 +68,7 @@ - Lost Library Cards + Lost Library Cardscirculationlost library cards Retrieve the patron record. Click Mark Lost button. @@ -81,7 +81,7 @@ - Resetting a Patron's Password + Resetting a Patron's Passwordcirculationresetting patron password Retrieve the record. Click Reset Button next to password field @@ -91,7 +91,7 @@ - Barring a Patron + Barring a Patroncirculationbarring patrons Select 4: Groups and Permissions. Select the Barred checkbox. The Alert Message is required. @@ -113,7 +113,7 @@ to override blocks. - Patron Alerts + Patron Alertscirculationpatron alerts There are two types of Patron Alerts: System-generated alerts: once the cause is resolved (e.g. patron's account has been renewed), the message @@ -144,7 +144,7 @@ A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions to override blocks. - + circulationpatron notes Patron Notes See Notes message appears Notes are strictly communicative and may made visible to the patron, via their account on the OPAC. @@ -163,7 +163,7 @@ - Merging Patron Records + Merging Patron Recordscirculationmerging patron records Merging patron Records From the patron search screen: Search by the terms shared by the two records @@ -194,7 +194,7 @@
- Circulating Items + Circulating Itemscirculationcirculating items Regular circulation: circulation of items in the regular collection. 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. @@ -214,7 +214,7 @@ - Pre-cataloged Items + Pre-cataloged Itemscirculationpre-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, ask the patron to wait until you can have the item correctly processed. @@ -239,7 +239,7 @@ - Non-cataloged Items + Non-cataloged Itemscirculationnon-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. Items are checked out with a due date but when the due date expires, the items disappear from the @@ -264,7 +264,7 @@ Click OK. - Due Dates + Due Datescirculationdue 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 may be set to override this circulation period. @@ -281,6 +281,7 @@ Check In (<keycap>F2</keycap>) + circulationcheck in Regular check in: Click Check In button or hit F2 to open Item Check In tab. @@ -291,7 +292,7 @@ - Backdated Check In + Backdated Check Incirculationbackdated check in Used for checking items in from bookdrops or for unexpected closings. Click the Check In button or hit F2. @@ -304,7 +305,8 @@ - Renewal and Editing Item's Due Date + Renewal and Editing an Item's Due Date + circulationrenewelEditing an 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. @@ -331,6 +333,7 @@ Marking Items <emphasis>Lost</emphasis> and <emphasis>Claimed Returned</emphasis> + circulationlost items To mark items as lost: Retrieve the patron record. @@ -346,7 +349,7 @@ 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. - Marking items as <emphasis>Claimed Returned:</emphasis> + Marking items as <emphasis>Claimed Returned:</emphasis>circulationclaimed returned Retrieve the patron record. Click Items Out. Select item(s). @@ -365,7 +368,7 @@ There are no alerts indicating claims returned items. - + circulationin-house use In-house Use (<keycap>F6</keycap>) May be used to record in-house use for both cataloged and non-cataloged items. @@ -379,7 +382,7 @@ 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. - + circulationitem status 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. @@ -405,7 +408,9 @@ Past circulations can also be retrieved from a patron's Items Out screen. - Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis> + Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis> + circulationdamaged items + circulationmissing items Retrieve the item. Select the item. @@ -417,6 +422,7 @@ Item alerts + circulationitem alerts The Edit Item Attributes function on Actions for Selected Items allows editing of item records, such as inserting item alerts. @@ -432,6 +438,7 @@
Bills and Payments + bills and payments Circulation vs. Grocery Bills There are two types of bills in Evergreen: Circulation bills and Grocery bills. @@ -441,7 +448,8 @@ Grocery bills: staff-applied to patron accounts. - Making Payments + Making Payments + bills and paymentsmaking payments Retrieve the patron record. Bills @@ -456,24 +464,29 @@ You may choose to annotate payment and fill in resulting text box according to library policy. - Making Change + Making Change + bills and paymentsmaking 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. - - Forgiving bills: - Retrieve the patron record. - Choose forgive as the payment type - Enter the amount to be forgiven. - Apply Payment. - + + Forgiving Billsbills and paymentsforgiving bills + + Retrieve the patron record. + Choose forgive as the payment type + Enter the amount to be forgiven. + Apply Payment. + + - Voiding bills: + Voiding Bills + bills and paymentsvoiding bills Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole. Click Void All Billings @@ -492,9 +505,10 @@ Adding New Grocery Bills + bills and paymentsadding new grocery bills A grocery bill can be added as a new bill or to an existing bill. - To add as a new bill: + To add as a new bill Retrieve the patron record. Select Bills. Click Bill Patron. @@ -515,6 +529,7 @@ Bill History + bills and paymentsbill history The Bill History view includes specific details about the item as well as information about the bill and payments. @@ -529,7 +544,8 @@ after the deletion. - Refund + Refund + bills and paymentsrefunds 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. @@ -546,10 +562,12 @@
Holds + 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 + holdsviewing holds Under Actions for this Record (AltA), select View Holds (AltS). You can do this from any record view. You do not have to be in @@ -559,11 +577,13 @@ Placing Holds + holdsplacing 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 + holdslevels 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. Hold Levels Explained: @@ -654,6 +674,7 @@ Managing Holds + holdsmanaging Holds may be cancelled at any time by staff or patrons. Before holds are captured, staff or patrons may: @@ -687,6 +708,7 @@ Transferring Holds + holdstransferring 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. View the holds on the record where the hold is currently. @@ -702,6 +724,7 @@ Canceling Holds + holdscanceling View the holds for the item. Highlight the hold you need to cancel. @@ -714,6 +737,7 @@ Retargeting Holds + holdsretargeting 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. @@ -733,6 +757,7 @@ Holds Pull List + holdspull list Holds may have one of three statuses: Waiting for Copy, Waiting for Capture, or Ready for Pickup. Waiting-for-copy: all copies are checked out or otherwise unavailable. @@ -750,6 +775,7 @@ from the list. Capturing Holds + holdscapturing 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. @@ -763,6 +789,7 @@ Holds Shelf List + holdsshelf 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: @@ -775,6 +802,7 @@
Transit Items + transit items 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. When will an item go In Transit? @@ -785,11 +813,13 @@ Receiving In Transit Items + transit itemsreceiving 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 + transit itemsrlist 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: @@ -803,6 +833,7 @@ Aborting Transits + transit itemsaborting 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. This procedure can be performed from the Transit List or from the Item Status screen. @@ -814,6 +845,7 @@ Cancelling Transits at Checkout + transit itemscancelling 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. @@ -834,12 +866,12 @@
Offline Transactions - + offline transactions Evergreen's Standalone Interface/Offline Interface is designed to log transactions during network outage, which can be uploaded and processed once network operations are restored. - The terms “Offline Interface” and “Standalone Interface” mean the same thing - a separate + The terms Offline Interface and Standalone Interface mean the same thing - a separate program to handle simple circulation tasks while the network is down. @@ -867,6 +899,7 @@ Patron Registration + offline transactionspatron registrationcirculation Patron registration on Evergreen Offline Interface records the minimum patron information necessary to register a new patron. @@ -922,6 +955,7 @@ Check Out + offline transactionscheck outcirculation @@ -1037,6 +1071,7 @@ Renew + offline transactionsrenewcirculation To renew, you must know items barcode number. Patron's barcode is optional. @@ -1073,6 +1108,7 @@ In House Use + offline transactionsin house usecirculation @@ -1138,6 +1174,7 @@ Check In + offline transactionsCheck Incirculation @@ -1206,6 +1243,7 @@ Uploading offline transactions + offline transactionsuploading 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 @@ -1243,6 +1281,7 @@ Create a Session + offline transactionscreate a session @@ -1326,6 +1365,7 @@ Upload Workstation Transactions to a Session + offline transactionsupload workstation transactions to a session Wait until the local system administrator has created a session and told you that @@ -1397,6 +1437,7 @@ Process the Transactions + offline transactionsprocess transactions Wait until all the appropriate staff workstations have uploaded their transactions to your session. You should see the workstations listed in the Uploaded @@ -1470,6 +1511,7 @@ Exceptions + offline transactionsexceptions 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 diff --git a/1.6/stafftasks/staffclient.xml b/1.6/stafftasks/staffclient.xml index 66f60d0113..de7871c89e 100644 --- a/1.6/stafftasks/staffclient.xml +++ b/1.6/stafftasks/staffclient.xml @@ -9,7 +9,7 @@
- Logging in to Evergreen + Logging in to Evergreenstaff clientlogging into To log in you must first install the Evergreen Staff Client, available for download from @@ -107,7 +107,7 @@
- Navigation + Navigationstaff clientnavigating @@ -183,7 +183,7 @@ - Keyboard Shortcuts + Keyboard Shortcutsstaff clientkeyboard shortcuts Most menu items have keyboard shorcuts that can greatly increase efficiency. Below is a selected list of commonly used shortcut keys: @@ -358,7 +358,7 @@ - Copy/Paste + Copy/Pastestaff clientcopy/paste There are several methods of copying and pasting text in Evergreen, depending on @@ -468,7 +468,7 @@
- Customizing the Staff Client + Customizing the Staff Clientstaff clientcustomizing -- 2.43.2