* xref:circulation:introduction.adoc[Circulation]
-** xref:circulation:circulating_items_web_client.adoc[]
-** xref:circulation:basic_holds.adoc[]
-** xref:circulation:advanced_holds.adoc[]
-** xref:circulation:booking.adoc[]
-** xref:circulation:circulation_patron_records_web_client.adoc[]
-** xref:admin:patron_self_registration.adoc[]
-** xref:circulation:triggered_events.adoc[]
-** xref:circulation:offline_circ_webclient.adoc[]
-** xref:circulation:self_check.adoc[]
+** xref:circulation:circulating_items_web_client.adoc[Circulating Items]
+** xref:circulation:basic_holds.adoc[Holds Management]
+** xref:circulation:booking.adoc[Booking Module]
+** xref:circulation:circulation_patron_records_web_client.adoc[Circulation -
+Patron Record]
+** xref:admin:patron_self_registration.adoc[Patron Self-Registration
+Administration]
+** xref:circulation:triggered_events.adoc[Triggered Events and Notices]
+** xref:circulation:offline_circ_webclient.adoc[Offline Circulation]
+** xref:circulation:self_check.adoc[Self Checkout]
+++ /dev/null
-=== Parts Level Hold ===
-
-. To place a parts level hold, 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, including patron
-barcode, notification details, and a valid pickup location.
-. Select the applicable part from the _Select a Part_ dropdown menu.
-. Click _Submit_.
-+
-image::media/holds_title_options.png[Place Holds screen with Basic Options]
-+
-[TIP]
-===============
-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.
-===============
-
-=== Placing Holds in Patron Records ===
-
-. Holds can be placed from patron records too. In the patron record on the _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.
-
-. 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 the top to go back to the _Holds_ screen. Click the _Refresh_ button to display your newly placed holds.
-
-==== Placing Multiple Holds on Same Title ====
-
-After a successful hold placement, staff have the option to place another hold on the same title by clicking the link _Place another hold for this title_. This returns to the hold screen, where a different patron's information can be entered.
-
-image::media/place-another-hold-1.png[place-another-hold-1]
-
-This feature can be useful for book groups or new items where a list of waiting patrons needs to be transferred into the system.
-
-
-=== 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.
-
-[TIP]
-==============
-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.
-==============
-
-
-[#actions_for_selected_holds]
-==== Actions for Selected Holds ====
-
-. Retrieve the patron record and go to the _Holds_ screen.
-. Highlight the hold record, then select _Actions_.
-+
-image::media/holds-managing-1.png[holds-managing-1]
-+
-. Manage the hold by choosing an action on the list.
-.. If you want to cancel the hold, click _Cancel Hold_ from the menu. You are prompted to select a reason and put in a note if required. To finish, click _Apply_.
-+
-image::media/holds-managing-2.JPG[holds-managing-2]
-+
-[NOTE]
-=============
-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 change 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.
-+
-[NOTE]
-===============
-Suspended holds will not be filled but its hold position will be kept. They will automatically become active on the activation date 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 on the _Actions_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_. Use the _Clear_ button to unset the date.
-+
-image::media/holds-managing-4.JPG[holds-managing-4]
-+
-
-.. 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 _Actions_ 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 Notification Settings_. You will be prompted to enter the new phone number. Make sure you enter a valid and complete phone number. 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, check _Send Emails_ on the prompt screen.
-+
-image::media/holds-managing-5_and_6.JPG[holds-managing-5_and_6]
-+
-
-.. Pickup location can be changed by clicking _Edit Pickup Library_. Click the dropdown list of all libraries and choose the new pickup location. Click _Submit_.
-+
-image::media/holds-managing-7.JPG[holds-managing-7]
-+
-[NOTE]
-==============
-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_ list. Make your choice in the pop-up window.
-+
-image::media/holds-managing-8.JPG[holds-managing-8]
-
-
-==== 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 and
-click _Mark for:_ -> _Title Hold Transfer_.
-+
-image::media/holds-managing-9.png[holds-managing-9]
-+
-. Select the hold you want to transfer. Click _Actions_ -> _Transfer to Marked Title_.
-+
-image::media/holds-managing-10.JPG[holds-managing-10]
-
-==== Cancelled Holds ====
-
-. Cancelled holds can be displayed. Click the _Recently Cancelled Holds_ button on the _Holds_ screen.
-+
-image::media/holds-managing-11.JPG[holds-managing-11]
-+
-. You can un-cancel holds.
-+
-image::media/holds-managing-12.JPG[holds-managing-12]
-+
-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.
-+
-image::media/holds-managing-13.JPG[holds-managing-13]
-+
-. You may add a note to a hold in the _Detail View_.
-+
-image::media/holds-managing-14.JPG[holds-managing-14]
-+
-. Notes can be printed on the hold slip if the _Print on slip?_ checkbox
-is selected. Enter the message, then click _OK_.
-+
-image::media/holds-managing-15.JPG[holds-managing-15]
-
-
-==== Displaying Queue Position ====
-
-Using the Column Picker, you can display _Queue Position_ and _Total number of Holds_.
-
-image::media/holds-managing-16.png[holds-managing-16]
-
-
-==== Managing Holds in Title Records ====
-
-. Retrieve and display the title record in the catalog.
-. Click _Actions_ -> _View Holds_.
-+
-image::media/holds-managing-17.png[holds-managing-17]
-+
-. All holds on this title to be picked up at your library are displayed. Use the _Pickup Library_ to view holds to be picked up at other libraries.
-+
-image::media/holds-managing-18.png[holds-managing-18]
-+
-. Highlight the hold you want to edit. Choose an action from the
-_Actions_ menu. For more information see the
-xref:#actions_for_selected_holds[Actions for Selected Holds] section. For
-example, you can retrieve the hold requestor’s account by selecting
-_Retrieve Patron_ from this menu.
-+
-image::media/holds-managing-19.png[holds-managing-19]
-
-
-==== 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_, select _Find Another Target_.
-
-. A window will open asking if you are sure you would like to reset the holds for these items.
-
-. Click _Yes_. 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 statuses 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_.
-+
-image::media/holds-pull-1.png[holds-pull-1]
-+
-. 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.
-+
-image::media/holds-pull-2.png[holds-pull-2]
-+
-[NOTE]
-===========
-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 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_.
-
-* _Download CSV_ – This option is available from the _List Actions_ button (adjacent to the _Page "#"_ 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.
-+
-image::media/holds-pull-4.png[holds-pull-4]
-+
-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 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_ 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_ (or press
-_Shift-F2_).
-+
-image::media/holds-pull-5.png[holds-pull-5]
-+
-. Scan or type barcode and click _Submit_.
-+
-image::media/holds-pull-6.png[holds-pull-6]
-+
-. The following hold slip is automatically printed. If your workstation
-is not setup for silent printing (via Hatch), then a print window will appear.
-+
-image::media/holds-pull-7.png[holds-pull-7]
-+
-. If the item should be sent to another location, a hold transit slip
-will be printed. If your workstation is not setup for silent printing
-(via Hatch), then another print window will appear.
-+
-[TIP]
-===============
-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 Item ====
-
-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_.
-+
-image::media/holds-pull-9.png[holds-pull-9]
-+
-. 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.
-+
-image::media/holds-notifications-1.png[holds-notifications-1]
-+
-. Patrons with a default notification preference for phone will see their phone number at the time they place a hold. The checkboxes for email and phone notification will also automatically be checked (if an email or phone number has been assigned to the account).
-+
-image::media/holds-notifications-2.png[holds-notifications-2]
-+
-. 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 hold becomes available, the holds slip will display the patron’s e-mail address only if the patron selected the _Notify by Email by default when a hold is ready for pickup?_ checkbox. It will display a phone number only if the patron selected the _Notify by Phone by default when a hold is ready for pickup?_ checkbox.
-
-[NOTE]
-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_. The _Holds Shelf_ can help you manage items on the holds shelf. To see the holds shelf list, select _Circulation_ -> _Holds Shelf_.
-+
-image::media/holds-clearing-1.png[holds-clearing-1]
-+
-. The _Holds Shelf_ is displayed. Note the _Actions_ menu is available, as in the patron record.
-+
-You can cancel stale holds here.
-+
-image::media/holds-clearing-2.png[holds-clearing-2]
-+
-. 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_.
-+
-image::media/holds-clearing-3.png[holds-clearing-3]
-+
-. Click the _Show Clearable Holds_ button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today's date.
-+
-image::media/holds-clearing-4.png[holds-clearing-4]
-+
-. Click the _Print Full List_ button if you need a printed list. To format the printout customize the *Holds Shelf* receipt template. This can be done in _Administration_ -> _Workstation_ -> _Print Templates_.
-
-. The _Clear These Holds_ button becomes enabled when viewing clearable
-holds. Click it and the expired holds will be canceled.
-
-. Bring items down from the hold shelf and check them in.
-
-[IMPORTANT]
-=============
-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_.
-
-[NOTE]
-===========
-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.
-===========
-
-
-=== Alternate Hold Pick up Location ===
-
-*Abstract*
-
-This feature enables libraries to configure an alternate hold pick up
-location. The alternate pick up location will appear in the staff
-client to inform library staff that a patron has a hold waiting at that
-location. In the stock Evergreen code, the default alternate location
-is called "Behind Desk".
-
-*Configuration*
-
-The alternate pick up location is disabled in Evergreen by default. It
-can be enabled by setting *Holds: Behind Desk Pickup Supported* to
-'True' in the Library Settings Editor.
-
-Libraries can also choose to give patrons the ability to opt-in to pick up holds at the alternate location through their OPAC account. To add this option, set the *OPAC/Patron Visible* field in the User Setting Type *Hold is behind Circ Desk* to 'True'. The User Setting Types can be found under *Administration -> Server Administration -> User Setting Types*.
-
-*Display*
-
-When enabled, the alternate pick up location will be displayed under the
-Holds button in the patron account.
-
-image::media/custom_hold_pickup_location1.png[Custom Hold Pickup Location]
-
-
-If configured, patrons will see the option to opt-in to the alternate location in the _Account Preferences_ section of their OPAC Account.
-
-image::media/custom_hold_pickup_location2.jpg[OPAC Account]
-
-
-=== Display Hold Types on Pull Lists ===
-
-This feature ensures that the hold type can be displayed on all hold interfaces.
-
-You will find the following changes to the hold type indicator:
-
-. The hold type indicator will display by default on all XUL-based hold
-interfaces. XUL-based hold interfaces are those that number the items on the
-interface. This can be overridden by saving column configurations that remove
-the _Type_ column.
-. The hold type indicator will display by default on the HTML-based pull list.
-To access, click _Circulation_ -> _Pull List for Hold Requests_ -> _Print Full
-Pull List (Alternate Strategy)_.
-. The hold type indicator can be added to the Simplified Pull List. To access,
-click _Circulation_ -> _Pull List for Hold Requests_ -> _Simplified Pull List
-Interface_.
-
-To add the hold type indicator to the simplified pull list, click _Simplified
-Pull List Interface_, and right click on any of the column headers. The Column
-Picker appears in a pop up window. Click the box adjacent to _Hold Type_, and
-Click _Save_. The _Simplified Pull List Interface_ will now include the hold
-type each time that you log into the staff client.
-
-image::media/Display_Hold_Types_on_Pull_Lists1.jpg[Display_Hold_Types_on_Pull_Lists1]
-== Holds Management ==
+= Holds Management =
+:toc:
-=== Placing 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 in the _Staff Client_.
-=== Holds Levels ===
+== Holds Levels ==
Evergreen has different levels of holds. Library staff can place holds at all levels, while patrons can only place title-level holds, and parts-level holds. The chart below summarizes the levels of holds.
|==============================
-=== Title Level Hold ===
+== Title Level Hold ==
[TIP]
====================
image::media/holds_title_options_adv.png[Place Hold screen with Advanced Options]
-=== Patron Search from Place Hold ===
+== Patron Search from Place Hold ==
Patron Search from Place Hold allows staff members, when placing a hold on behalf of a patron in the web staff client, to search for patrons by names and other searchable patron information, rather than relying on barcode alone.
-==== To use Patron Search From Place Holds: ====
+=== To use Patron Search From Place Holds: ===
1. After performing a search in the catalog, staff will retrieve a bibliographic record.
2. Click *Place Hold* either in the search results or within the detailed bibliographic record. The Place Hold Screen will appear. Note: this feature also appears when placing volume level holds and copy level holds.
+
+
image::media/PlaceHold-6.JPG[]
+== Parts Level Hold ==
+
+. To place a parts level hold, 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, including patron
+barcode, notification details, and a valid pickup location.
+. Select the applicable part from the _Select a Part_ dropdown menu.
+. Click _Submit_.
++
+image::media/holds_title_options.png[Place Holds screen with Basic Options]
++
+[TIP]
+===============
+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.
+===============
+
+== Placing Holds in Patron Records ==
+
+. Holds can be placed from patron records too. In the patron record on the _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.
+
+. 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 the top to go back to the _Holds_ screen. Click the _Refresh_ button to display your newly placed holds.
+
+=== Placing Multiple Holds on Same Title ===
+
+After a successful hold placement, staff have the option to place another hold on the same title by clicking the link _Place another hold for this title_. This returns to the hold screen, where a different patron's information can be entered.
+
+image::media/place-another-hold-1.png[place-another-hold-1]
+
+This feature can be useful for book groups or new items where a list of waiting patrons needs to be transferred into the system.
+
+
+== 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.
+
+[TIP]
+==============
+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.
+==============
+
+
+[#actions_for_selected_holds]
+=== Actions for Selected Holds ===
+
+. Retrieve the patron record and go to the _Holds_ screen.
+. Highlight the hold record, then select _Actions_.
++
+image::media/holds-managing-1.png[holds-managing-1]
++
+. Manage the hold by choosing an action on the list.
+.. If you want to cancel the hold, click _Cancel Hold_ from the menu. You are prompted to select a reason and put in a note if required. To finish, click _Apply_.
++
+image::media/holds-managing-2.JPG[holds-managing-2]
++
+[NOTE]
+=============
+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 change 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.
++
+[NOTE]
+===============
+Suspended holds will not be filled but its hold position will be kept. They will automatically become active on the activation date 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 on the _Actions_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_. Use the _Clear_ button to unset the date.
++
+image::media/holds-managing-4.JPG[holds-managing-4]
++
+
+.. 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 _Actions_ 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 Notification Settings_. You will be prompted to enter the new phone number. Make sure you enter a valid and complete phone number. 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, check _Send Emails_ on the prompt screen.
++
+image::media/holds-managing-5_and_6.JPG[holds-managing-5_and_6]
++
+
+.. Pickup location can be changed by clicking _Edit Pickup Library_. Click the dropdown list of all libraries and choose the new pickup location. Click _Submit_.
++
+image::media/holds-managing-7.JPG[holds-managing-7]
++
+[NOTE]
+==============
+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_ list. Make your choice in the pop-up window.
++
+image::media/holds-managing-8.JPG[holds-managing-8]
+
+
+=== 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 and
+click _Mark for:_ -> _Title Hold Transfer_.
++
+image::media/holds-managing-9.png[holds-managing-9]
++
+. Select the hold you want to transfer. Click _Actions_ -> _Transfer to Marked Title_.
++
+image::media/holds-managing-10.JPG[holds-managing-10]
+
+=== Cancelled Holds ===
+
+. Cancelled holds can be displayed. Click the _Recently Cancelled Holds_ button on the _Holds_ screen.
++
+image::media/holds-managing-11.JPG[holds-managing-11]
++
+. You can un-cancel holds.
++
+image::media/holds-managing-12.JPG[holds-managing-12]
++
+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.
++
+image::media/holds-managing-13.JPG[holds-managing-13]
++
+. You may add a note to a hold in the _Detail View_.
++
+image::media/holds-managing-14.JPG[holds-managing-14]
++
+. Notes can be printed on the hold slip if the _Print on slip?_ checkbox
+is selected. Enter the message, then click _OK_.
++
+image::media/holds-managing-15.JPG[holds-managing-15]
+
+
+=== Displaying Queue Position ===
+
+Using the Column Picker, you can display _Queue Position_ and _Total number of Holds_.
+
+image::media/holds-managing-16.png[holds-managing-16]
+
+
+=== Managing Holds in Title Records ===
+
+. Retrieve and display the title record in the catalog.
+. Click _Actions_ -> _View Holds_.
++
+image::media/holds-managing-17.png[holds-managing-17]
++
+. All holds on this title to be picked up at your library are displayed. Use the _Pickup Library_ to view holds to be picked up at other libraries.
++
+image::media/holds-managing-18.png[holds-managing-18]
++
+. Highlight the hold you want to edit. Choose an action from the
+_Actions_ menu. For more information see the
+xref:#actions_for_selected_holds[Actions for Selected Holds] section. For
+example, you can retrieve the hold requestor’s account by selecting
+_Retrieve Patron_ from this menu.
++
+image::media/holds-managing-19.png[holds-managing-19]
+
+
+=== 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_, select _Find Another Target_.
+
+. A window will open asking if you are sure you would like to reset the holds for these items.
+
+. Click _Yes_. 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 statuses 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_.
++
+image::media/holds-pull-1.png[holds-pull-1]
++
+. 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.
++
+image::media/holds-pull-2.png[holds-pull-2]
++
+[NOTE]
+===========
+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 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_.
+
+* _Download CSV_ – This option is available from the _List Actions_ button (adjacent to the _Page "#"_ 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.
++
+image::media/holds-pull-4.png[holds-pull-4]
++
+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 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_ 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_ (or press
+_Shift-F2_).
++
+image::media/holds-pull-5.png[holds-pull-5]
++
+. Scan or type barcode and click _Submit_.
++
+image::media/holds-pull-6.png[holds-pull-6]
++
+. The following hold slip is automatically printed. If your workstation
+is not setup for silent printing (via Hatch), then a print window will appear.
++
+image::media/holds-pull-7.png[holds-pull-7]
++
+. If the item should be sent to another location, a hold transit slip
+will be printed. If your workstation is not setup for silent printing
+(via Hatch), then another print window will appear.
++
+[TIP]
+===============
+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 Item ===
+
+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_.
++
+image::media/holds-pull-9.png[holds-pull-9]
++
+. 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.
++
+image::media/holds-notifications-1.png[holds-notifications-1]
++
+. Patrons with a default notification preference for phone will see their phone number at the time they place a hold. The checkboxes for email and phone notification will also automatically be checked (if an email or phone number has been assigned to the account).
++
+image::media/holds-notifications-2.png[holds-notifications-2]
++
+. 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 hold becomes available, the holds slip will display the patron’s e-mail address only if the patron selected the _Notify by Email by default when a hold is ready for pickup?_ checkbox. It will display a phone number only if the patron selected the _Notify by Phone by default when a hold is ready for pickup?_ checkbox.
+
+[NOTE]
+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_. The _Holds Shelf_ can help you manage items on the holds shelf. To see the holds shelf list, select _Circulation_ -> _Holds Shelf_.
++
+image::media/holds-clearing-1.png[holds-clearing-1]
++
+. The _Holds Shelf_ is displayed. Note the _Actions_ menu is available, as in the patron record.
++
+You can cancel stale holds here.
++
+image::media/holds-clearing-2.png[holds-clearing-2]
++
+. 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_.
++
+image::media/holds-clearing-3.png[holds-clearing-3]
++
+. Click the _Show Clearable Holds_ button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today's date.
++
+image::media/holds-clearing-4.png[holds-clearing-4]
++
+. Click the _Print Full List_ button if you need a printed list. To format the printout customize the *Holds Shelf* receipt template. This can be done in _Administration_ -> _Workstation_ -> _Print Templates_.
+
+. The _Clear These Holds_ button becomes enabled when viewing clearable
+holds. Click it and the expired holds will be canceled.
+
+. Bring items down from the hold shelf and check them in.
+
+[IMPORTANT]
+=============
+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_.
+
+[NOTE]
+===========
+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.
+===========
+
+
+== Alternate Hold Pick up Location ==
+
+*Abstract*
+
+This feature enables libraries to configure an alternate hold pick up
+location. The alternate pick up location will appear in the staff
+client to inform library staff that a patron has a hold waiting at that
+location. In the stock Evergreen code, the default alternate location
+is called "Behind Desk".
+
+*Configuration*
+
+The alternate pick up location is disabled in Evergreen by default. It
+can be enabled by setting *Holds: Behind Desk Pickup Supported* to
+'True' in the Library Settings Editor.
+
+Libraries can also choose to give patrons the ability to opt-in to pick up holds at the alternate location through their OPAC account. To add this option, set the *OPAC/Patron Visible* field in the User Setting Type *Hold is behind Circ Desk* to 'True'. The User Setting Types can be found under *Administration -> Server Administration -> User Setting Types*.
+
+*Display*
+
+When enabled, the alternate pick up location will be displayed under the
+Holds button in the patron account.
+
+image::media/custom_hold_pickup_location1.png[Custom Hold Pickup Location]
+
+
+If configured, patrons will see the option to opt-in to the alternate location in the _Account Preferences_ section of their OPAC Account.
+
+image::media/custom_hold_pickup_location2.jpg[OPAC Account]
+
+
+== Display Hold Types on Pull Lists ==
+
+This feature ensures that the hold type can be displayed on all hold interfaces.
+
+You will find the following changes to the hold type indicator:
+
+. The hold type indicator will display by default on all XUL-based hold
+interfaces. XUL-based hold interfaces are those that number the items on the
+interface. This can be overridden by saving column configurations that remove
+the _Type_ column.
+. The hold type indicator will display by default on the HTML-based pull list.
+To access, click _Circulation_ -> _Pull List for Hold Requests_ -> _Print Full
+Pull List (Alternate Strategy)_.
+. The hold type indicator can be added to the Simplified Pull List. To access,
+click _Circulation_ -> _Pull List for Hold Requests_ -> _Simplified Pull List
+Interface_.
+
+To add the hold type indicator to the simplified pull list, click _Simplified
+Pull List Interface_, and right click on any of the column headers. The Column
+Picker appears in a pop up window. Click the box adjacent to _Hold Type_, and
+Click _Save_. The _Simplified Pull List Interface_ will now include the hold
+type each time that you log into the staff client.
+
+image::media/Display_Hold_Types_on_Pull_Lists1.jpg[Display_Hold_Types_on_Pull_Lists1]
-== Booking Module ==
+= Booking Module =
+:toc:
-=== Creating a Booking Reservation ===
+== Creating a Booking Reservation ==
indexterm:[scheduling,resources using the booking module]
indexterm:[booking,reserving a resource]
Only staff members may create reservations. A reservation can be started from a patron record, or a booking resource.
To reserve catalogued items, you may start from searching the catalogue, if you do not know the booking item's barcode.
-==== To create a reservation from a patron record ====
+=== To create a reservation from a patron record ===
. Retrieve the patron's record.
. Select Other -> Booking -> Create Reservations. This takes you to the Create Reservations Screen.
. The screen will refresh, and the new reservation will appear in the schedule.
-==== Search the catalogue to create a reservation ====
+=== Search the catalogue to create a reservation ===
If you would like to reserve a catalogued item but do not know the item barcode, you may start with a catalogue search.
[NOTE]
Reservations on catalogued items can be created on Item Status (F5) screen. Select the item, then Actions -> Book Item Now.
-=== Reservation Pull List ===
+== Reservation Pull List ==
indexterm:[booking,pull list]
indexterm:[pull list,booking]
. The pull list will appear. Select the actions button, then _Print_ to print the pull list.
-=== Capturing Items for Reservations ===
+== Capturing Items for Reservations ==
indexterm:[booking,capturing reservations]
image::media/booking-capture-3.png[]
-=== Picking Up Reservations ===
+== Picking Up Reservations ==
indexterm:[booking,picking up reservations]
indexterm:[booking,checkout]
4) The screen will refresh to show that the patron has picked up the reservation(s).
-=== Returning Reservations ===
+== Returning Reservations ==
indexterm:[booking,returning reservations]
indexterm:[booking,checkin]
[NOTE]
Reservations can be returned from within patron records by selecting Other -> Booking -> Return Reservations
-=== Cancelling a Reservation ===
+== Cancelling a Reservation ==
indexterm:[booking,canceling reservations]
A reservation can be cancelled in a patron's record or reservation creation screen.
-==== Cancel a reservation from the patron record ====
+=== Cancel a reservation from the patron record ===
1) Retrieve the patron's record.
-== Circulating Items ==
+= Circulating Items =
+:toc:
Check Out
~~~~~~~~~~
-==== Regular Items ====
+=== Regular Items ===
1) To check out an item click *Check Out Items* from the Circulation and Patrons toolbar, or select *Circulation* -> *Check Out*.
5) When all items are scanned, click the *Done* button to generate slip receipt or to exit patron record if not printing slip receipts.
-==== Pre-cataloged Items ====
+=== Pre-cataloged Items ===
1) Go to patron's *Check Out* screen by clicking *Circulation* -> *Check Out Items*.
dialog other than the Cancel button will be disabled if the current user
lacks the CREATE_PRECAT permission.
-==== Due Dates ====
+=== Due Dates ===
Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and inserted into circulation records if the *Specific Due Date* checkbox is not selected on the Check Out screen. The *Specific Due Date* checkbox allows you to set a different due date to override the pre-set loan period.
image::media/specify_due_date1_web_client.png[]
-==== Email Checkout Receipts ====
+=== Email Checkout Receipts ===
This feature allows patrons to receive checkout receipts through email at the circulation desk and in the Evergreen self-checkout interface. Patrons need to opt in to receive email receipts by default and must have an email address associated with their account. Opt in can be staff mediated at the time of account creation or in existing accounts. Patrons can also opt in directly in their OPAC account or through patron self-registration. This feature does not affect the behavior of checkouts from SIP2 devices.
-===== Staff Client Check Out =====
+==== Staff Client Check Out ====
When a patron has opted to receive email checkout receipts by default, an envelope icon representing email will appear next to the receipt options in the Check Out screen. A printer icon representing a physical receipt appears if the patron has not opted in to the default email receipts.
Staff can click *Quick Receipt* and the default checkout receipt option will be triggered—an email will be sent or the receipt will print out. The Quick Receipt option allows staff to stay in the patron account after completing the transaction. Alternatively, staff can click *Done* to trigger the default checkout receipt and close out the patron account. By clicking on the arrow next to the Quick Receipt or Done buttons, staff can select which receipt option to use, regardless of the selected default. The email receipt option will be disabled if the patron account does not have an email address.
-===== Self Checkout =====
+==== Self Checkout ====
In the Self Checkout interface, patrons will have the option to select a print or email checkout receipt, or no receipt. The radio button for the patron's default receipt option will be selected automatically in the interface. Patrons can select a different receipt option if desired. The email receipt radio button will be disabled if there is no email address associated with the patron's account.
image::media/ereceipts6_web_client.PNG[]
-===== Opt In =====
+==== Opt In ====
*Staff Mediated Opt In At Registration*
image::media/ereceipts4_web_client.PNG[]
-===== Email Checkout Receipt Configuration =====
+==== Email Checkout Receipt Configuration ====
Email checkout receipts will be sent out through a Notifications/Action Trigger called Email Checkout Receipt. The email template and action trigger can be customized by going to *Administration->Local Administration->Notifications/Action Trigger->Email Checkout Receipt*.
-=== Check In ===
+== Check In ==
-==== Regular check in ====
+=== Regular check in ===
1) To check in an item click *Check In Items* from the Circulation and Patrons toolbar, or select *Circulation* -> *Check In*.
image::media/Check_In-Cancel_Transit.png[Actions Menu - Cancel Transit]
-==== Backdated check in ====
+=== Backdated check in ===
This is useful for clearing a book drop.
3) Move the cursor to the *Barcode* field. Scan the items. When finishing backdated check-in, change the *Effective Date* back to today's date.
-==== Backdate Post-Checkin ====
+=== Backdate Post-Checkin ===
After an item has been checked in, you may use the Backdate Post-Checkin function to backdate the check-in date.
Checked-out items can be renewed if your library's policy allows it. The new due date is calculated from the renewal date. Existing loans can also be extended to a specific date by editing the due date or renewing with a specific due date.
-==== Renewing via a Patron's Account ====
+=== Renewing via a Patron's Account ===
1) Retrieve the patron record and go to the *Items Out* screen.
//image::media/renew_specific_date_web_client.png[]
-==== Renewing by Item Barcode ====
+=== Renewing by Item Barcode ===
1) To renew items by barcode, select *Circulation* -> *Renew Items*.
2) Scan or manually entire the item barcode.
image::media/renew_item_calendar_web_client.png[]
-==== Editing Due Date ====
+=== Editing Due Date ===
1) Retrieve the patron record and go to the *Items Out* screen.
[NOTE]
Editing a due date is not included in the renewal count.
-=== Marking Items Lost and Claimed Returned ===
+== Marking Items Lost and Claimed Returned ==
-==== Lost Items ====
+=== Lost Items ===
1) To mark items Lost, retrieve patron record and click *Items Out*.
2) Select the item. Click on *Actions* -> *Mark Lost (by Patron)*.
- When an item is marked Claimed Returned, the value in *Claims-returned Count* field in the patron record is automatically increased. Staff can manually adjust this count by editing the patron record.
====================================
-=== In-house Use (F6) ===
+== In-house Use (F6) ==
1) To record in-house use, select *Circulation* -> *Record-In House Use*, click *Check Out* -> *Record In-House Use* on the circulation toolbar , or press *F6*.
image::media/record_in_house_action_web_client.png[]
The statistics of in-house use are separated from circulation statistics. The in-house use count of cataloged items is not included in the items' total use count.
[[itemstatus_web_client]]
-=== Item Status ===
+== Item Status ==
The Item Status screen is very useful. Many actions can be taken by either circulation staff or catalogers on this screen. Here we will cover some circulation-related functions, namely checking item status, viewing past circulations, inserting item alert messages, marking items missing or damaged, etc.
-==== Checking item status ====
+=== Checking item status ===
1) To check the status of an item, select *Search* -> *Search for copies by Barcode*.
[NOTE]
You can also retrieve the past circulations on the patron's Items Out screen and from the Check In screen.
-==== Marking items damaged or missing and other functions ====
+=== Marking items damaged or missing and other functions ===
1) To mark items damaged or missing, retrieve the item on the *Item Status* screen.
2) Select the item. Click on *Actions for Selected Items* -> *Mark Item Damaged* or *Mark Item Missing*.
3) Following the above procedure, you can check in and renew items by using the *Check in Items* and *Renew Items* on the dropdown menu.
-==== Item alerts ====
+=== Item alerts ===
The *Edit Item Attributes* function on the *Actions for Selected Items* dropdown list allows you to edit item records. Here, we will show you how to insert item alert messages by this function. See cataloging instructions for more information on item editing.
1) Retrieve record on *Item Status* screen.
5) Click *Modify Copies*, then confirm the action.
-=== Long Overdue Items ===
+== Long Overdue Items ==
*Items Marked Long Overdue*
The _Patron Search_ button on the upper right may be used to resume searching for patrons.
-=== Retrieve Recent Patrons ===
+== Retrieve Recent Patrons ==
indexterm:[patrons, retrieving recent]
-==== Setting up Retrieve Recent Patrons ====
+=== Setting up Retrieve Recent Patrons ===
* This feature must be configured in the _Library Settings Editor_
(_Administration -> Local Administration -> Library Settings Editor_). The
** The default value is 1 for backwards compatibility. (The _Circulation ->
Retrieve Last Patron_ menu entry will be available.)
-==== Retrieving Recent Patrons ====
+=== Retrieving Recent Patrons ===
* Once the library setting has been configured to a number greater than 1, the
option Retrieve Recent Patrons will appear below the Retrieve Last patron
option in the Circulation drop-down from the Menu Bar (_Circulation ->
Date_ button will work, since the permission group determines the expiration date.
============================================================================
-==== Email field ====
+=== Email field ===
indexterm:[patrons,email addresses]
indexterm:[email]
`ui.patron.edit.au.email.regex` library setting.
-=== Patron Self-Registration ===
+== Patron Self-Registration ==
*Abstract*
Patron Self-Registration allows patrons to initiate registration for a library account through the OPAC. Patrons can fill out a web-based form with basic information that will be stored as a “pending patron” in Evergreen. Library staff can review pending patrons in the staff-client and use the pre-loaded account information to create a full patron account. Pending patron accounts that are not approved within a configurable amount of time will be automatically deleted.
[[updating_patron_information]]
-=== Updating Patron Information ===
+== Updating Patron Information ==
indexterm:[patrons, updating]
patrons, but staff may be given permissions to override blocks.
-=== Staff-Generated Messages ===
+== Staff-Generated Messages ==
[[staff_generated_messages]]
indexterm:[patrons, messages]
*Staff-Generated Penalties/Messages*: These messages are added via the _Messages_ button in the patron record. They can be a note, alert or block. Staff initials can be required. (See the section <<staff_generated_penalties_web_client,Staff-Generated Penalties/Messages>> for more.)
-=== Patron Alerts ===
+== Patron Alerts ==
[[circulation_patron_alerts]]
indexterm:[patrons, Alerts]
image::media/circulation_patron_records-26_web_client.png[circulation_patron_records 26]
-=== Staff-Generated Penalties/Messages ===
+== Staff-Generated Penalties/Messages ==
[[staff_generated_penalties_web_client]]
To access this feature, use the _Messages_ button in the patron record.
image::media/staff-penalties-1_web_client.png[Messages screen]
-==== Add a Message ====
+=== Add a Message ===
Click *Apply Penalty/Message* to begin the process of adding a message to the patron.
image::media/staff-penalties-3_web_client.png[[Messages on a record]
-==== Modify a Message ====
+=== Modify a Message ===
Messages can be edited by staff after they are created.
image::media/staff-penalties-6_web_client.png[Modified message in the list]
-==== Archive a Message ====
+=== Archive a Message ===
Messages which are no longer current can be archived by staff. This action will remove any alerts or blocks associated with the message, but retains the information contained there for future reference.
Archived messages will be shown in the section labelled _Archived Penalties/Messages_. To view messages, click *Retrieve Archived Penalties*. By default, messages archived within the past year will be retrieved. To retrieve messages from earlier dates, change the start date to the desired date before clicking *Retrieve Archived Penalties*.
-==== Remove a Message ====
+=== Remove a Message ===
Messages which are no longer current can be removed by staff. This action removes any alerts or blocks associated with the message and deletes the information from the system.
Click to select the message to be removed, then click _Actions_ -> _Remove Penalty/Message_. This menu can also be accessed by right-clicking in the message area.
-=== User Buckets ===
+== User Buckets ==
User Buckets allow staff to batch delete and make batch modifications to user accounts in Evergreen. Batch modifications can be made to selected fields in the patron account:
User accounts can be added to User Buckets by scanning individual user barcodes or by uploading a file of user barcodes directly in the User Bucket interface. They can also be added to a User Bucket from the Patron Search screen. Batch changes and batch edit sets are tied to the User Bucket itself, not to the login of the bucket owner.
-==== Create a User Bucket ====
+=== Create a User Bucket ===
*To add users to a bucket via the Patron Search screen:*
. Go to *Search->Search for Patrons*.
. Select the user accounts that you want to add to the bucket by checking the box next to each user row or by using the CTRL or SHIFT key on your keyboard to select multiple users.
. Go to *Actions->Add To Bucket* or right-click on a selected user account to view the _Actions_ menu and select *Add To Bucket*. The user accounts will move to the Bucket View tab and are now in the selected User Bucket.
-==== Batch Edit All Users ====
+=== Batch Edit All Users ===
To batch edit all users in a user bucket:
. Go to *Circulation->User Buckets* and select the *Bucket View* tab.
image::media/userbucket4.PNG[]
-==== Batch Modify Statistical Categories ====
+=== Batch Modify Statistical Categories ===
To batch modify statistical categories for all users in a bucket:
. Go to *Circulation->User Buckets* and select the *Bucket View* tab.
image::media/userbucket12.PNG[]
-==== Batch Delete Users ====
+=== Batch Delete Users ===
To batch delete users in a bucket:
. Go to *Circulation->User Buckets* and select the *Bucket View* tab.
. Click on *Buckets* and select the bucket you want to modify from the list of existing buckets.
image::media/userbucket7.PNG[]
-==== View Batch Changes ====
+=== View Batch Changes ===
. The batch changes that have been made to User Buckets can be viewed by going to *Circulation->User Buckets* and selecting the *Bucket View* tab.
. Click *Buckets* to select an existing bucket.
image::media/userbucket8.PNG[]
-==== Roll Back Batch Changes ====
+=== Roll Back Batch Changes ===
. Batch Changes and Batch Deletions can be rolled back or reversed by going to *Circulation->User Buckets* and selecting the *Bucket View* tab.
. Click *Buckets* to select an existing bucket.
image::media/userbucket9.PNG[]
-==== Sharing Buckets ====
+=== Sharing Buckets ===
If a User Bucket has been made Staff Shareable, it can be retrieved via bucket ID by another staff account. The ID for each bucket can be found at the end of the URL for the bucket. For example, in the screenshot below, the bucket ID is 32.
image::media/userbucket11.PNG[]
A shared bucket can be retrieved by going to *Circulation->User Buckets* and selecting the *Bucket View* tab. Next, click *Buckets* and select *Shared Bucket*. A dialog box called _Load Shared Bucket by Bucket ID_ will appear. Enter the ID of the bucket you wish to retrieve and click *Load Bucket*. The shared bucket will load in the Bucket View tab.
-==== Permissions ====
+=== Permissions ===
All permissions must be granted at the organizational unit that the workstation is registered to or higher and are checked against the users' Home Library at when a batch modification or deletion is executed.
Permissions for Batch Edits:
-== Introduction ==
+= Introduction =
+:toc:
Use this section for understanding the circulation procedures in the Evergreen
system.
-== Offline Circulation ==
+= Offline Circulation =
+:toc:
-=== Introduction ===
+== Introduction ==
Evergreen's Offline Circulation interface is designed to log transactions during a network or server outage. Transactions can be uploaded and processed once connectivity is restored.
The web service workers will refresh the cache every 24 hours under normal use. Offline Circulation information is stored via IndexedDB.
-=== Using Offline Circulation ===
+== Using Offline Circulation ==
The Offline Circulation interface can be found by navigating to *Circulation -> Offline Circulation*.
This warning is not network-aware and it will appear regardless of network connection state. You must be logged out to record offline transactions. If you see this warning and wish to record offline transactions, click *Proceed* in order to log out.
-=== Checkout ===
+== Checkout ==
To check out items in Offline Circulation:
Pre-cataloged item checkout is not available in Offline Circulation. Any pre-cataloged item checked out through Offline Circulation will result in an entry in the Exception List and will not successfully check out. Pre-cataloged items which are checked in through offline will also result in an entry in the Exception List, but will successfully check in.
-=== Renew ===
+== Renew ==
To renew an item, you must know the item's barcode number. The patron's barcode is optional.
image::media/offline_renew.png[Offline renewal]
-=== In-House Use ===
+== In-House Use ==
To record in-house use transactions in *Offline Circulation*:
image::media/offline_inhouse.png[Offline in house use]
-=== Checkin ===
+== Checkin ==
To checkin items in Offline Circulation:
Items targeted for holds will be captured for their holds when the offline transactions are uploaded and processed; however, there will be no indication in the Exceptions list about this unless the item is also transiting.
-=== Patron Registration ===
+== Patron Registration ==
Patron registration in Evergreen Offline Circulation records patron information for later upload. In the web staff client, the Patron Registration form in Offline is the same as the regular Patron Registration interface.
Enter patron information and click the *Save* button in the top-right of the Patron Registration interface. You may checkout items to this patron right away, even if you are still in offline mode.
-=== Managing Offline Transactions ===
+== Managing Offline Transactions ==
[#offline_block_list]
-==== Offline Block List ====
+=== Offline Block List ===
While logged in and still online, you may download an *Offline Block List*. This will locally store a list of all patrons with blocks at the time of the download. If this list is present, the Offline Circulation interface will check transactions against this list.
image::media/offline_patron_blocked.png[Patron blocked modal]
-==== Exporting Offline Transactions ====
+=== Exporting Offline Transactions ===
If you anticipate a multi-day closing or if you plan to process your offline transactions at a different workstation, you will want to export your offline transactions.
To export transactions while you are logged in, navigate to *Circulation -> Offline Circulation* and click on the *Session Management* tab. Click on the *Export Transactions* button to generate the pending.xacts file as above. If you wish, you can at this point click *Clear Transactions* to clear the list of pending transactions.
[#processing_offline_transactions]
-==== Processing Offline Transactions ====
+=== Processing Offline Transactions ===
Once connectivity is restored, navigate back to your *Evergreen Login Page*. You will see a message telling you that there are unprocessed Offline Transactions waiting for upload.
+
. Scroll to the bottom of the screen to see if there are any entries in the xref:#exceptions[*Exception List*]. Some of these may require staff follow up.
-==== Uploading Previously Exported Transactions ====
+=== Uploading Previously Exported Transactions ===
If you had previous exported your offline transactions you can upload them for processing.
. You may now proceed according to the instructions under xref:#processing_offline_transactions[Processing Offline Transactions].
[#exceptions]
-===== Exceptions =====
+==== Exceptions ====
Exceptions are problems that were encountered during processing. For example, a mis-scanned patron barcode, an open circulation, or an item that was not checked in before it was checked out to another patron would all be listed as exceptions. Those transactions causing exceptions might not be loaded into Evergreen database. Staff should examine the exceptions and take necessary action.
-== Self checkout ==
+= Self checkout =
+:toc:
-=== Introduction ===
+== Introduction ==
Evergreen includes a self check interface designed for libraries that simply
want to record item circulation without worrying about security mechanisms like
magnetic strips or RFID tags.
-=== Initializing the self check ===
+== Initializing the self check ==
The self check interface runs in a web browser. Before patrons can use the self
check station, a staff member must initialize the interface by logging in.
image::media/self-check-admin-login.png[Self Check Admin Login]
-=== Basic Check Out ===
+== Basic Check Out ==
. Patron scans their barcode.
+
image::media/self_check_check_out_6.png[self check]
==========
-=== View Items Out ===
+== View Items Out ==
. Patrons are able to view the items they currently have checked out by clicking *View Items Out*
+
image::media/self_check_view_items_out_2.png[self check]
-=== View Holds ===
+== View Holds ==
. Patrons are able to view their current holds by clicking *View Holds*
+
+
image::media/self_check_view_holds_2.png[self check]
-=== View Fines ===
+== View Fines ==
. Patrons are able to view the fines they currently owe by clicking *View Details*
+
= Self checkout =
+:toc:
== Introduction ==
-== Triggered Events and Notices ==
+= Triggered Events and Notices =
+:toc:
-=== Introduction ===
+== Introduction ==
Improvements to the Triggered Events interface enables you to easily filter,
sort, and print triggered events from the patron's account or an item's details.
This feature is especially useful when tracking notice completion from a
patron's account.
-=== Access and View ===
+== Access and View ==
You can access *Triggered Events* from two Evergreen interfaces: a patron's
account or an item's details.
image::media/Triggered_Events_and_Notices1.jpg[Triggered_Events_and_Notices1]
-=== Filter ===
+== Filter ==
The triggered events that display are controlled by the filters on the right
side of the screen. By default, Evergreen displays completed circulation
image::media/Triggered_Events_and_Notices2.jpg[Triggered_Events_and_Notices2]
-=== Sort ===
+== Sort ==
You can sort your results by clicking the column name.
image::media/Triggered_Events_and_Notices3.jpg[Triggered_Events_and_Notices3]
-=== Print ===
+== Print ==
You can select the events that you want to print, or you can print all events.
To print selected events, check the boxes adjacent to the events that you want
to print, and click *Print Selected Events*. To print all events, simply click
*Print All Events*.
-=== Reset ===
+== Reset ==
If the triggered event does not complete or the notice is not sent and the
trigger needs to be run again, then select the event, and click *Reset Selected
= User buckets =
+:toc:
== Introduction ==
indexterm:[patron buckets]
* xref:serials:A-intro.adoc[Serials]
-** xref:serials:B-serials_admin.adoc[]
-** xref:serials:C-serials_workflow.adoc[]
-** xref:serials:D-Receiving.adoc[]
-** xref:serials:E-routing_lists.adoc[]
-** xref:serials:F-Special_issue.adoc[]
-** xref:serials:G-binding.adoc[]
-** xref:serials:H-holdings_statements.adoc[]
-** xref:serials:Group_Serials_Issues_in_the_OPAC_2.2.adoc[]
+** xref:serials:B-serials_admin.adoc[Serials Administration]
+** xref:serials:C-serials_workflow.adoc[Serials Module]
+** xref:serials:D-Receiving.adoc[Receiving]
+** xref:serials:E-routing_lists.adoc[Routing Lists]
+** xref:serials:F-Special_issue.adoc[Special Issues]
+** xref:serials:G-binding.adoc[Binding Issues]
+** xref:serials:H-holdings_statements.adoc[Holdings]
+** xref:serials:Group_Serials_Issues_in_the_OPAC_2.2.adoc[Group Serials Issues
+in the OPAC]
-== Serials ==
+= Serials =
+:toc:
-=== MFHD Records ===
+== MFHD Records ==
MARC Format for Holdings Display (MFHD) display in the catalog in addition to holding statements generated by Evergreen from subscriptions created in the Serials Module. The MFHDs are editable as MARC but the holdings statements generated from the control view are system generated. Multiple MFHDs can be created and are tied to Organizational Units.
-== Serials Administration ==
+= Serials Administration =
+:toc:
The serials module can be administered under a new menu option: *Administration->Serials Administration*. The new Serials Administration menu currently allows staff to configure _Serial Copy Templates_ and _Pattern Templates_.
-=== Serial Copy Templates ===
+== Serial Copy Templates ==
Serials copy templates enable you to specify item attributes that should be applied by default to copies of serials. Serials copy templates are associated with distributions in a subscription and are applied when serials copies are received. Serial copy templates can also be used as a binding template to apply specific item attributes to copies that are being bound together.
-==== Creating a Serial Copy Template ====
+=== Creating a Serial Copy Template ===
To create a serial copy template, go to *Administration->Serials Administration->Serial Copy Templates*:
image::media/serials_ct1.PNG[]
-==== Modifying a Serial Copy Template ====
+=== Modifying a Serial Copy Template ===
To modify a Serial Copy Template:
. The dialog box will appear. Make any changes to the item attributes and click *Save*.
-==== Deleting a Serial Copy Template ====
+=== Deleting a Serial Copy Template ===
To delete a Serial Copy Template:
NOTE: Serials copy templates that are being used by subscriptions cannot be deleted.
-=== Prediction Pattern Templates ===
+== Prediction Pattern Templates ==
Prediction pattern templates allow you to create templates for prediction patterns that can be shared with other staff users in your library branch, system, or throughout the consortium. Prediction patterns are used to predict issues on serials subscriptions. Templates can be created in the Administration module, as described below, and can also be created and shared directly in a subscription.
-==== Creating a Prediction Pattern Template ====
+=== Creating a Prediction Pattern Template ===
To create a template, go to *Administration->Serials Administration->Prediction Pattern Templates*:
. Click *New Record* in the upper-right hand corner. A dialog box called _Prediction Pattern Template_ will appear.
-== Serials Module ==
+= Serials Module =
+:toc:
The Serials Module can be used to create subscriptions, distributions, streams, and prediction patterns. As well as to generate predictions and receive issues as they come in to the library.
image::media/serials_sub0.PNG[]
-=== Create a Subscription ===
+== Create a Subscription ==
. From a bibliographic record, go to *Serials->Manage Subscriptions*, view the _Manage Subscriptions_ tab.
. Within the _Manage Subscriptions_ tab, create a new subscription by clicking *New Subscription*. The subscription editor will appear:
image::media/serials_sub1.PNG[]
-=== Create and Manage Predictions ===
+== Create and Manage Predictions ==
From the _Manage Predictions_ tab you can create a new prediction pattern from scratch, use an existing pattern template, or use an existing pattern template as the basis for a new prediction pattern.
-==== Predict Issues Using a New Prediction Pattern ====
+=== Predict Issues Using a New Prediction Pattern ===
. Within the _Manage Predictions_ tab, _Select [a] subscription_ to work on from the drop down menu.
. To create a new prediction pattern, click *Add New*.
.. The box next to *Active* will be checked by default.
image::media/serials_sub4.PNG[]
-==== Predict Issues Using a Prediction Pattern Template ====
+=== Predict Issues Using a Prediction Pattern Template ===
. Within the _Manage Predictions_ tab, *Select [a] subscription* to work on from the drop down menu.
. _Select a template_ from the drop down menu that appears under the Add New button and click *Create from Template*. The pattern information will appear below the drop down menu.
. Evergreen will generate the predictions and bring you to the _Manage Issues_ tab to review the predicted issues.
-==== Predict Issues Using a Prediction Pattern from a Bibliographic and/or MFHD Record ====
+=== Predict Issues Using a Prediction Pattern from a Bibliographic and/or MFHD Record ===
Evergreen can also generate a prediction pattern from existing MFHD records attached to a serials record and from MFHD patterns embedded directly in the bibliographic record.
. Within the _Manage Predictions_ tab, *Select [a] subscription* to work on from the drop down menu.
. Evergreen will generate the predictions and bring you to the _Manage Issues_ tab to review the predicted issues.
-==== Manage Issues ====
+=== Manage Issues ===
After generating predictions in the _Manage Predictions_ tab, you will see a list of the predicted issues in the Manage Issues tab. A variety of actions can be taken in this tab, including receiving issues, predicting new issues, adding special issues.
-== Receiving ==
+= Receiving =
+:toc:
Issues can be received through the _Manage Issues_ tab or through the _Quick Receive_ option located in the bibliographic record display. While receiving, staff can select if issues should be barcoded during receipt.
-=== Quick Receive ===
+== Quick Receive ==
. From a serials record in the catalog, go to *Serials->Quick Receive*.
. A dialog box will appear. Select the _Library_ and _Subscription_ for which you are receiving issues from the drop down menu and click *OK/Continue*.
. A _Receive items_ dialog box will appear with the next expected issue.
image::media/serials_sub9.PNG[]
-=== Receiving from the Manage Issues tab ===
+== Receiving from the Manage Issues tab ==
The Manage Issues tab can be used to receive the next expected issue and to receive multiple expected issues. This tab can be accessed by retrieving the serial record, going to *Serials->Manage Subscriptions*, and selecting the _Manage Issues_ tab.
-==== Receive Next Issue and Barcode ====
+=== Receive Next Issue and Barcode ===
. Within the _Manage Issues_ tab, *Select [a] subscription* to work on from the drop down menu. The list of predicted issues for the subscription will appear.
. Check the box adjacent to _Barcode on receive_.
. Click *Save* to receive the item(s). The Status of the issue will update to "Received" and a Date Received will be recorded. The barcoded item(s) will now appear in the holdings area of the catalog and the Holdings Summary in the Issues Held tab in the catalog will reflect the newly received issue.
-==== Receive Next Issue (no barcode) ====
+=== Receive Next Issue (no barcode) ===
. In the _Manage Issues_ tab, make sure the box adjacent to _Barcode on receive_ is unchecked and click *Receive Next*.
. A _Receive items_ dialog box will appear with the message "Will receive # item(s) without barcoding."
image::media/serials_sub10.PNG[]
-=== Batch Receiving ===
+== Batch Receiving ==
Multiple issues can be received at the same time using the _Manage Issues_ tab.
-==== Batch Receive and Barcode ====
+=== Batch Receive and Barcode ===
. Within the _Manage Issues tab_, *Select [a] subscription* to work on from the drop down menu. The list of predicted issues for the subscription will appear.
. Check the box adjacent to _Barcode on receive_.
image::media/serials_sub11.PNG[]
-==== Receive multiple issues (no barcode) ====
+=== Receive multiple issues (no barcode) ===
. Within the _Manage Issues_ tab, *Select [a] subscription* to work on from the drop down menu. The list of predicted issues for the subscription will appear.
. Make sure the box next to _Barcode on receive_ is unchecked and check the boxes adjacent to the expected issues you want to receive.
-== Routing Lists ==
+= Routing Lists =
+:toc:
Routing lists enable you to designate specific users and/or departments that serial items need to be routed to upon receiving.
-== Special Issues ==
+= Special Issues =
+:toc:
-=== Adding Extra Copies ===
+== Adding Extra Copies ==
If the library receives an extra copy of an expected issue, the extra copy can be added to the list of predicted issues so it can be received through the serials module.
*To add an extra copy of an expected issue*:
image::media/serials_extra1.PNG[]
-=== Adding Special Issues ===
+== Adding Special Issues ==
If the library receives an unexpected issue of a subscription, such as Summer Issue or Holiday Issue, it can be added to the list of predicted issues as a Special Issue so it can be received through the serials module.
*To add a special issue*:
-== Binding Issues ==
+= Binding Issues =
+:toc:
*Apply a binding template:*
-== Group Serials Issues in the Template Toolkit OPAC ==
+= Group Serials Issues in the Template Toolkit OPAC =
+:toc:
In previous versions of Evergreen, issues of serials displayed in a list ordered by publication date. The list could be lengthy if the library had extensive holdings of a serial.
Using the Template Toolkit OPAC that is available in version 2.2, you can group issues of serials in the OPAC by chronology or enumeration. For example, you might group issues by date published or by volume. Users can expand these hyperlinked groups to view holdings of specific issues. The result is a clean, easy-to-navigate interface for viewing holdings of serials with a large quantity of issues.
NOTE: This feature is only available in the Template Toolkit OPAC.
-=== Administration ===
+== Administration ==
Enable the following organizational unit settings to use this feature:
. Select the value, *True*, to view a compressed holdings statement.
. Click *Update Setting*.
-=== Displaying Issues in the OPAC ===
+== Displaying Issues in the OPAC ==
Your library system has a subscription to the periodical, _Bon Appetit_. The serials librarian has determined that the issues at the Forest Falls branch should display in the OPAC by month and year. The issues at the McKinley branch should display by volume and number. The serials librarian will create two distributions for the serial that will include these groupings.
-== Holdings ==
+= Holdings =
+:toc:
-=== System Generated Holdings Statement ===
+== System Generated Holdings Statement ==
As issues are received, Evergreen creates a holding statement in the OPAC based on what is set up in the Caption and Patterns of the subscription. The systems generated holdings can only be edited by changing caption and pattern information and there is no ability to edit the statement as free text.
-=== MARC Format for Holdings Display (MFHD) ===
+== MARC Format for Holdings Display (MFHD) ==
Evergreen users can create, edit and delete their own MFHD.
-==== Create an MFHD record ====
+=== Create an MFHD record ===
*To create a MFHD record:*
image::media/serials_mfhd6.PNG[]
-==== Edit a MFHD record ====
+=== Edit a MFHD record ===
. Open a serial record, go to *Serials* -> *MFHD Record* -> *Manage MFHDs* and select the appropriate MFHD.
. Go to *Actions* or right-click on the MFHD and select *Edit MFHD*.
. The MARC Editor will appear. _Modify the MFHD record_ as needed and click *Save*.
-==== Delete a MFHD Record ====
+=== Delete a MFHD Record ===
. Open a serial record, go to *Serials* -> *MFHD Record* -> *Manage MFHDs* and select the appropriate MFHD.
. Go to *Actions* or right-click on the MFHD and select *Delete Selected MFHDs*.
projects / evergreen / tadl.git / commitdiff