add section for adding holdings and media files to cataloguing.

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diff --git a/1.6/stafftasks/cataloging.xml b/1.6/stafftasks/cataloging.xml
index f40b1a5..dc60106 100644 (file)
--- a/1.6/stafftasks/cataloging.xml
+++ b/1.6/stafftasks/cataloging.xml
@@ -452,6 +452,155 @@
                        record.</para></step>                   \r
                </procedure>\r
        </section>\r
+       <section xml:id="Addingholdings">\r
+               <title>Adding holdings to title records</title>\r
+               <para>This lesson demonstrates adding your library’s volume and copy records to a title record. </para>\r
+               <procedure>\r
+                     <step>\r
+                        <para>Search the catalogue for a record that matches the item in hand, as described in <xref linkend="locatingrecords"/>.</para>\r
+                     </step>\r
+                     <step>\r
+                        <informalfigure>\r
+                           <para>When record is displayed, select <menuchoice>\r
+                                 <guimenu>Actions for this Record</guimenu>\r
+                                 <guimenuitem>Holdings Maintenance</guimenuitem>\r
+                              </menuchoice>.</para>\r
+                           <para>\r
+                              <mediaobject>\r
+                                 <alt>screenshot of staff client</alt>\r
+                                 <imageobject>\r
+                                    <imagedata scalefit="0" fileref="../media/add_holdings-1.png"/>\r
+                                 </imageobject>\r
+\r
+                              </mediaobject>\r
+                           </para>\r
+                        </informalfigure>\r
+                     </step>\r
+                       <step>\r
+                        <informalfigure>\r
+                           <para>Record opens in <guilabel>record summary</guilabel> view. Select your library from\r
+                              the list and click <menuchoice>\r
+                                 <guimenu>Actions for Selected Rows</guimenu>\r
+                                 <guimenuitem>Add Volumes</guimenuitem>\r
+                              </menuchoice>.</para>\r
+                           <para>\r
+                              <mediaobject>\r
+                                 <alt>screenshot of staff client</alt>\r
+                                 <imageobject>\r
+                                    <imagedata width="100%" scalefit="1" fileref="../media/add_holdings-2.png"/>\r
+                                 </imageobject>\r
+                              </mediaobject>\r
+                           </para>\r
+                        </informalfigure>\r
+                     </step>\r
+                     <step>\r
+                        <informalfigure>\r
+                           <para>Enter amount in <guilabel># of volumes</guilabel> field, type in a call number, or\r
+                              if the call number pulled from MARC record is acceptable click\r
+                                 <guibutton>Apply</guibutton> to bring call number down to call number field, enter\r
+                              number of copies, scan barcode, and click <guibutton>Edit then Create</guibutton>.\r
+                              Use <keycap>Tab</keycap> or <keycap>Enter</keycap> to move through fields.</para>\r
+                           <para>\r
+                              <mediaobject>\r
+                                 <alt>screenshot of staff client</alt>\r
+                                 <imageobject role="html">\r
+                                    <imagedata scalefit="0" fileref="../media/add_holdings-3.png"/>\r
+                                 </imageobject>\r
+                                 <imageobject role="fo">\r
+                                    <imagedata scale="80" fileref="../media/add_holdings-3.png"/>\r
+                                 </imageobject>\r
+                              </mediaobject>\r
+                           </para>\r
+                        </informalfigure>\r
+                     </step>\r
+                     <step>\r
+                        <informalfigure>\r
+                           <para>The <guilabel>Copy Editor</guilabel> opens. Make all necessary edits by moving\r
+                              through fields and clicking <guibutton>Apply</guibutton> on every edit, and click\r
+                                 <guibutton>Create Copies</guibutton></para>\r
+                           <para>\r
+                              <mediaobject xml:id="add-editor">\r
+                                 <alt>screenshot of staff client</alt>\r
+                                 <imageobject role="html">\r
+                                    <imagedata width="100%" scalefit="1" fileref="../media/add_holdings-4.png"/>\r
+                                 </imageobject>\r
+                              </mediaobject>\r
+\r
+                           </para>\r
+                        </informalfigure>\r
+                     </step>\r
+                     <step>\r
+                        <informalfigure>\r
+                           <para>Click <guibutton>OK</guibutton>.</para>\r
+                           <para>\r
+                              <mediaobject>\r
+                                 <alt>screenshot of staff client</alt>\r
+                                 <imageobject role="html">\r
+                                    <imagedata scalefit="0" fileref="../media/add_holdings-5.png"/>\r
+                                 </imageobject>\r
+                                 <imageobject role="fo">\r
+                                    <imagedata scale="80" fileref="../media/add_holdings-5.png"/>\r
+                                 </imageobject>\r
+                              </mediaobject>\r
+                           </para>\r
+                        </informalfigure>\r
+                     </step>\r
+                       </procedure>\r
+                          <tip>\r
+                             <para>Once an item is created it is assigned a status of <emphasis>In Process</emphasis>. Item\r
+                                must be checked in to become <emphasis>Available</emphasis> or cataloguer can choose to\r
+                                   <guimenuitem>Edit Item Attributes</guimenuitem> and change status to\r
+                                   <emphasis>Available</emphasis> once record has been created and saved to\r
+                                database.</para>\r
+                             <para>Creation and use of item record templates is recommended. See <xref linkend="temp"/> for\r
+                                more information.</para>\r
+                          </tip>\r
+                  <simplesect xml:id="add-hold">\r
+                     <title>New Copies and Holds</title>\r
+                     <para>Because of the way Evergreen targets holds new copies are not guaranteed to fulfill\r
+                        pre-existing holds correctly until 24 hours after cataloguing. If your cataloguing\r
+                        turn-around time is shorter than 24 hours you can ensure the new copy is captured correctly\r
+                        at check in with the steps below.</para>\r
+                       <procedure>\r
+                               <step>\r
+                                       <informalfigure>\r
+                                              <para>After adding the item select <menuchoice>\r
+                                                    <guimenu>Actions for this Record</guimenu>\r
+                                                    <guimenuitem>View Holds</guimenuitem>\r
+                                                 </menuchoice></para>\r
+                                              <para>\r
+                                                 <mediaobject>\r
+                                                    <alt>actions for this record menu</alt>\r
+                                                    <imageobject>\r
+                                                       <imagedata scalefit="0" fileref="../media/add_holdings-6.png"/>\r
+                                                    </imageobject>\r
+                                                 </mediaobject>\r
+                                              </para>\r
+                                       </informalfigure>\r
+                               </step>\r
+                                <step>\r
+                                   <informalfigure>\r
+                                      <para>If there are outstanding hold requests, select the hold that is next in line\r
+                                         then choose <menuchoice>\r
+                                            <guimenu>Actions for Selected Holds</guimenu>\r
+                                            <guimenuitem>Find Another Target</guimenuitem>\r
+                                         </menuchoice>. This forces Evergreen to re-target the hold and recognize the newly\r
+                                         catalogued item.</para>\r
+                                      <para>\r
+                                         <mediaobject>\r
+                                            <imageobject>\r
+                                               <imagedata scalefit="1" width="100%" fileref="../media/add_holdings-7.png"/>\r
+                                            </imageobject>\r
+                                         </mediaobject>\r
+                                      </para>\r
+                                   </informalfigure>\r
+                                </step>\r
+                                <step>\r
+                                   <para> Check in the new item to capture it for the selected hold.</para>\r
+                                </step>\r
+                       </procedure>\r
+               </simplesect>\r
+       </section>      \r
        <section xml:id="PrintingSpineandPocketLabels">\r
                <title>Printing Spine and Pocket Labels</title>\r
                <para>Copy buckets may be used to group items requiring labels.</para>  \r
@@ -510,4 +659,5 @@
                        <step><para>Confirm the action by selecting the checkbox and Undelete in the resulting popup box.</para></step> \r
                </procedure>\r
        </section>\r
+       \r
 </chapter>\r