<title>Circulation</title>\r
</info>\r
\r
+<section id="_circulating_items">\r
+<title>Circulating Items</title>\r
+<section id="_check_out_f1">\r
+<title>Check Out (F1)</title>\r
+<section id="_regular_items">\r
+<title>Regular Items</title>\r
+<simpara>1) To check out an item press <emphasis role="strong">F1</emphasis>, click <emphasis role="strong">Check Out</emphasis> on the Circulation toolbar, or select <emphasis role="strong">Circulation</emphasis> → <emphasis role="strong">Check Out Items</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/checkout_menu.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/checkout_menu.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) Scan or enter patron’s barcode and click <emphasis role="strong">Submit</emphasis> if entering barcode manually. If scanning, number is submitted automatically.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/retrieve_patron.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/retrieve_patron.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) Scan or enter item barcode manually, clicking <emphasis role="strong">Submit</emphasis> if manual.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/checkout_item_barcode.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/checkout_item_barcode.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) Due date is now displayed.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/due_date_display.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/due_date_display.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>5) When all items are scanned, hit the <emphasis role="strong">F1</emphasis> key or click the <emphasis role="strong">Check Out</emphasis> button on the Circulation toolbar to generate slip receipt or to exit patron record if not printing slip receipts.</simpara>\r
+</section>\r
+<section id="_pre_cataloged_items">\r
+<title>Pre-cataloged Items</title>\r
+<simpara>1) Go to patron’s <emphasis role="strong">Check Out</emphasis> screen by clicking <emphasis role="strong">Circulation</emphasis> → <emphasis role="strong">Check Out Items</emphasis>.</simpara>\r
+<simpara>2) Scan the item barcode.</simpara>\r
+<simpara>3) At prompt, click <emphasis role="strong">Pre-Cataloged</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/pre_cat_alert.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/pre_cat_alert.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) Enter required information and click <emphasis role="strong">Check Out</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/precat.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/precat.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<tip><simpara>On check-in, Evergreen will prompt staff to re-route the item to cataloging.</simpara></tip>\r
+</section>\r
+<section id="_due_dates">\r
+<title>Due Dates</title>\r
+<simpara>Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and inserted into circulation records if the <emphasis role="strong">Specific Due Date</emphasis> checkbox is not selected on the Check Out screen. The <emphasis role="strong">Specific Due Date</emphasis> checkbox allows you to set a different due date to override the pre-set loan period.</simpara>\r
+<simpara>Before you scan the item, select the <emphasis role="strong">Specific Due Date</emphasis> checkbox. Use the calendar widget to select a date. Or click in day, month or year, then use the up or down arrows to make the change or simply delete the data, then enter again. Time is used for hourly loan only. This date applies to all items until you change the date, de-select the <emphasis role="strong">Specific Due Date</emphasis> checkbox, or quit the patron record.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/specify_due_date1.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/specify_due_date1.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/specify_due_date2.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/specify_due_date2.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+</section>\r
+</section>\r
+<section id="_check_in_f2">\r
+<title>Check In (F2)</title>\r
+<section id="_regular_check_in">\r
+<title>Regular check in</title>\r
+<simpara>1) To check in an item, select <emphasis role="strong">Circulation → Check In Items</emphasis>, click <emphasis role="strong">Check In</emphasis> on the Circulation toolbar, or press <emphasis role="strong">F2</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/check_in_menu.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/check_in_menu.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) Scan item barcode or enter manually and click <emphasis role="strong">Submit</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/checkin_barcode.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/checkin_barcode.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) If there is an overdue fine associated with the checkin, an alert will appear at the top of the screen with a fine tally for the current checkin session. To immediately handle fine payment, click the alert to jump to the patron’s bill record.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/overdue_checkin.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/overdue_checkin.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+</section>\r
+<section id="_backdated_check_in">\r
+<title>Backdated check in</title>\r
+<simpara>This is useful for clearing a book drop.</simpara>\r
+<simpara>1) To change effective check-in date, select <emphasis role="strong">Circulation</emphasis> → <emphasis role="strong">Check In Items</emphasis>, or press <emphasis role="strong">F2</emphasis>. Use the calendar widget to choose the effective date.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/backdate_checkin.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/backdate_checkin.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) The top green bar changes to red. The new effective date is now displayed in the header.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/backdate_red.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/backdate_red.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) Move the cursor to the <emphasis role="strong">Barcode</emphasis> field. Scan the items. When finishing backdated check-in, change the <emphasis role="strong">Effective Date</emphasis> back to today’s date.</simpara>\r
+</section>\r
+<section id="_backdate_post_checkin">\r
+<title>Backdate Post-Checkin</title>\r
+<simpara>After an item has been checked in, you may use the Backdate Post-Checkin function to backdate the check-in date.</simpara>\r
+<simpara>1) Select the item on the Check In screen, click Actions for Selected Items → Backdate Post-Checkin.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/backdate_post_checkin.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/backdate_post_checkin.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) Use the calendar widget to select an effective check-in date. Click Apply. Overdue fines, if any, will be adjusted according to the new effective check-in date.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/backdate_post_date.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/backdate_post_date.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<tip><simpara>Checkin Modifiers</simpara></tip>\r
+<informalexample>\r
+<simpara>At the right bottom corner there is a <emphasis role="strong">Checkin Modifiers</emphasis> pop-up list. The options are:</simpara>\r
+<itemizedlist>\r
+<listitem>\r
+<simpara>\r
+Ignore Pre-cat Items: no prompt when checking in a pre-cat item. Item will be routed to Cataloging with Cataloging status.\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+Suppress Holds and Transit: item will not be used to fill holds or sent in transit. Item has Reshelving status.\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+Amnesty Mode/Forgive Fines: overdue fines will be voided if already created or not be inserted if not yet created (e.g. hourly loans).\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+Auto-Print Hold and Transit Slips: slips will be automatically printed without prompt for confirmation.\r
+</simpara>\r
+</listitem>\r
+</itemizedlist>\r
+<simpara>These options may be selected simultaneously. The selected option is displayed in the header area.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/checkin_options.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/checkin_options.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+</informalexample>\r
+</section>\r
+</section>\r
+<section id="_renewal_and_editing_the_item_8217_s_due_date">\r
+<title>Renewal and Editing the Item’s Due Date</title>\r
+<simpara>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.</simpara>\r
+<section id="_renewing_via_a_patron_8217_s_account">\r
+<title>Renewing via a Patron’s Account</title>\r
+<simpara>1) Retrieve the patron record and go to the <emphasis role="strong">Items Out</emphasis> screen.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/items_out_click.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/items_out_click.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) Select the item you want to renew. <emphasis role="strong">Click on Actions for Selected Items</emphasis> → <emphasis role="strong">Renew</emphasis>. If you want to renew all items in the account, click <emphasis role="strong">Renew All</emphasis> instead.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/renew_action.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/renew_action.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) If you want to specify the due date, click <emphasis role="strong">Renew with Specific Due Date</emphasis>. You will be prompted to select a due date. Once done, click <emphasis role="strong">Apply</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/renew_specific_date.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/renew_specific_date.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<tip><simpara>Renewal can also be done on the <emphasis role="strong">Item Status</emphasis> screen. See the section called <link linkend="xref:anchor-itemstatus">Item Status (F5)</link> for more information.</simpara></tip>\r
+</section>\r
+<section id="_renewing_by_item_barcode">\r
+<title>Renewing by Item Barcode</title>\r
+<simpara>1) To renew items by barcode, select <emphasis role="strong">Circulation</emphasis> → <emphasis role="strong">Renew Items</emphasis> or press <emphasis role="strong">CTRL-F2</emphasis>.</simpara>\r
+<simpara>2) Scan or manually entire the item barcode.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/renew_item.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/renew_item.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) If you want to specify the due date, click <emphasis role="strong">Specific Due Date</emphasis> and select a new due date from the calendar.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/renew_item_calendar.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/renew_item_calendar.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+</section>\r
+<section id="_editing_due_date">\r
+<title>Editing Due Date</title>\r
+<simpara>1) Retrieve the patron record and go to the <emphasis role="strong">Items Out</emphasis> screen.</simpara>\r
+<simpara>2) Select the item you want to renew. Click on <emphasis role="strong">Actions for Selected Items</emphasis> → <emphasis role="strong">Edit Due Date</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/edit_due_date_action.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/edit_due_date_action.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) Select a new due date in the pop-up window, then click <emphasis role="strong">Apply</emphasis>.</simpara>\r
+<tip><simpara>You can select multiple items by pressing down the CTRL key on your keyboard and clicking each items you want to edit.</simpara></tip>\r
+<note><simpara>Editing a due date is not included in the renewal count.</simpara></note>\r
+</section>\r
+</section>\r
+<section id="_marking_items_lost_and_claimed_returned">\r
+<title>Marking Items Lost and Claimed Returned</title>\r
+<section id="_lost_items">\r
+<title>Lost Items</title>\r
+<simpara>1) To mark items Lost, retrieve patron record and click <emphasis role="strong">Items Out</emphasis>.</simpara>\r
+<simpara>2) Select the item. Click on <emphasis role="strong">Actions for Selected Items</emphasis> → <emphasis role="strong">Mark Lost (by Patron)</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/mark_lost.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/mark_lost.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) The lost item now displays in the <emphasis role="strong">Lost/Claimed Returned/Long Overdue, Has Unpaid Billings</emphasis> section of the patron record.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/lost_cr_section.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/lost_cr_section.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) The lost item also adds to the count of <emphasis role="strong">Lost</emphasis> items in the patron summary on the left (or top) of the screen.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/patron_summary_checkouts.jpg"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/patron_summary_checkouts.jpg</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<note><simpara>Lost Item Billing</simpara></note>\r
+<informalexample>\r
+<itemizedlist>\r
+<listitem>\r
+<simpara>\r
+Marking an item Lost will automatically bill the patron the replacement cost of the item as recorded in the price field in the item record, and a processing fee as determined by your local policy. If the lost item has overdue charges, the overdue charges may be voided or retained based on local policy.\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+A lost-then-returned item will disappear from the Items Out screen only when all bills linked to this particular circulation have been resolved. Bills may include replacement charges, processing fees, and manual charges added to the existing bills.\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+The replacement fee and processing fee for lost-then-returned items may be voided if set by local policy. Overdue fines may be reinstated on lost-then-returned items if set by local policy.\r
+</simpara>\r
+</listitem>\r
+</itemizedlist>\r
+</informalexample>\r
+</section>\r
+<section id="_refunds_for_lost_items">\r
+<title>Refunds for Lost Items</title>\r
+<simpara>If an item is returned after a lost bill has been paid and the library’s policy is to void the replacement fee for lost-then-returned items, there will be a negative balance in the bill. A refund needs to be made to close the bill and the circulation record. Once the outstanding amount has been refunded, the bill and circulation record will be closed and the item will disappear from the Items Out screen.</simpara>\r
+<simpara>If you need to balance a bill with a negative amount and close the linked lost circulation record without making a refund (removing the item from the <emphasis role="strong">Lost, Claimed Returned, Long Overdue, Has Unpaid Bills</emphasis> panel on the <emphasis role="strong">Items Out</emphasis> screen), you need to add two dummy bills to the existing bills. The first one can be of any amount (e.g. $0.01), while the second should be of the absolute value of the negative amount. Then you need to void the first dummy bill. The reason for using a dummy bill is that Evergreen will check and close the circulation record only when payment is applied or bills are voided.</simpara>\r
+</section>\r
+<section id="_claimed_returned_items">\r
+<title>Claimed Returned Items</title>\r
+<simpara>1) To mark an item Claimed Returned, retrieve the patron record and go to the <emphasis role="strong">Items Out</emphasis> screen.</simpara>\r
+<simpara>2) Select the item, then select <emphasis role="strong">Actions for Selected Items</emphasis> → <emphasis role="strong">Mark Claimed Returned</emphasis> from the dropdown menu.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/mark_claims_returned.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/mark_claims_returned.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) Select a date and click <emphasis role="strong">Apply</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/claimed_date.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/claimed_date.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) The Claimed Returned item now displays in the <emphasis role="strong">Lost/Claimed Returned/Long Overdue, Has Unpaid Billings</emphasis> section of the patron record.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/lost_cr_section.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/lost_cr_section.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>5) The Claimed Returned item adds to the count of Check Outs that are Claimed Returned in the patron summary on the left (or top) of the screen. It also adds to the total <emphasis role="strong">Claims-returned Count</emphasis> (including those that are current Check Outs and those that have since been returned) that is displayed when editing the patron’s record.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/patron_summary_checkouts.jpg"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/patron_summary_checkouts.jpg</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<note><simpara>More on Claimed Returned Items</simpara></note>\r
+<informalexample>\r
+<itemizedlist>\r
+<listitem>\r
+<simpara>\r
+The date entered for a Claimed Returned item establishes the fine. If the date given has passed, bills will be adjusted accordingly.\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+When a Claimed Returned item is returned, if there is an outstanding bill associated with it, the item will not disappear from the <emphasis role="strong">Items Out</emphasis> screen. It will disappear when the outstanding bills are resolved.\r
+</simpara>\r
+</listitem>\r
+<listitem>\r
+<simpara>\r
+When an item is marked Claimed Returned, the value in <emphasis role="strong">Claims-returned Count</emphasis> field in the patron record is automatically increased. Staff can manually adjust this count by editing the patron record.\r
+</simpara>\r
+</listitem>\r
+</itemizedlist>\r
+</informalexample>\r
+</section>\r
+</section>\r
+<section id="_in_house_use_f6">\r
+<title>In-house Use (F6)</title>\r
+<simpara>1) To record in-house use, select <emphasis role="strong">Circulation</emphasis> → <emphasis role="strong">Record-In House Use</emphasis>, click <emphasis role="strong">Check Out</emphasis> → <emphasis role="strong">Record In-House Use</emphasis> on the circulation toolbar , or press <emphasis role="strong">F6</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/record_in_house_action"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/record_in_house_action</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) To record in-house use for cataloged items, enter number of uses, scan barcode or type barcode and click <emphasis role="strong">Submit</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/in_house_use.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/in_house_use.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<note><simpara>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.</simpara></note>\r
+</section>\r
+<section id="itemstatus">\r
+<title>Item Status (F5)</title>\r
+<simpara>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.</simpara>\r
+<section id="_checking_item_status">\r
+<title>Checking item status</title>\r
+<simpara>1) To check the status of an item, select <emphasis role="strong">Search</emphasis> → <emphasis role="strong">Search for copies by Barcode</emphasis> or <emphasis role="strong">Circulation</emphasis> → <emphasis role="strong">Show Item Status by Barcode</emphasis>; click the <emphasis role="strong">Item Status button</emphasis> on the circulation or cataloging toolbar; or press <emphasis role="strong">F5</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/item_status_menu.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/item_status_menu.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>2) Scan the barcode or type it and click <emphasis role="strong">Submit</emphasis>. The current status of the item is displayed with selected other fields. You can use the column picker to select more fields to view.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/item_status_barcode.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/item_status_barcode.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) Click the <emphasis role="strong">Alternate View</emphasis> button, and the item summary and circulation history will be displayed.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/item_status_altview.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/item_status_altview.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) Click <emphasis role="strong">List View</emphasis> to go back.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/item_status_list_view.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/item_status_list_view.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<note><simpara>If the item’s status is "Available", the displayed due date refers to the previous circulation’s due date.</simpara></note>\r
+<tip><simpara>Upload From File allows you to load multiple items saved in a file on your local computer. The file contains a list of the barcodes in text format. To ensure smooth uploading and further processing on the items, it is recommended that the list contains no more than 100 items.</simpara></tip>\r
+</section>\r
+<section id="_viewing_past_circulations">\r
+<title>Viewing past circulations</title>\r
+<simpara>1) To view past circulations, retrieve the item on the <emphasis role="strong">Item Status</emphasis> screen as described above.</simpara>\r
+<simpara>2) Select <emphasis role="strong">Actions for Selected Items</emphasis> → <emphasis role="strong">Show Last Few Circulations</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/last_few_circs_action.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/last_few_circs_action.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>3) The item’s recent circulation history is displayed.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/last_few_circs_display.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/last_few_circs_display.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) To retrieve the patron(s) of the last circulations, click the <emphasis role="strong">Retrieve Last Patron</emphasis> or the <emphasis role="strong">Retrieve All These Patrons</emphasis> button at the bottom of the above screen. Patron record(s) will be displayed in new tab(s).</simpara>\r
+<tip><simpara>The number of items that displays in the circulation history can be set in Local <emphasis role="strong">Administration</emphasis> → <emphasis role="strong">Library Settings Editor</emphasis>.</simpara></tip>\r
+<note><simpara>You can also retrieve the past circulations on the patron’s Items Out screen and from the Check In screen.</simpara></note>\r
+</section>\r
+<section id="_marking_items_damaged_or_missing_and_other_functions">\r
+<title>Marking items damaged or missing and other functions</title>\r
+<simpara>1) To mark items damaged or missing, retrieve the item on the <emphasis role="strong">Item Status</emphasis> screen.</simpara>\r
+<simpara>2) Select the item. Click on <emphasis role="strong">Actions for Selected Items</emphasis> → <emphasis role="strong">Mark Item Damaged</emphasis> or <emphasis role="strong">Mark Item Missing</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/mark_missing_damaged.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/mark_missing_damaged.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>[NOTE}\r
+Depending on the library’s policy, when marking an item damaged, bills (cost and/or processing fee) may be inserted into the last borrower’s account.</simpara>\r
+<simpara>3) Following the above procedure, you can check in and renew items by using the <emphasis role="strong">Check in Items</emphasis> and <emphasis role="strong">Renew Items</emphasis> on the dropdown menu.</simpara>\r
+</section>\r
+<section id="_item_alerts">\r
+<title>Item alerts</title>\r
+<simpara>The <emphasis role="strong">Edit Item Attributes</emphasis> function on the <emphasis role="strong">Actions for Selected Items</emphasis> 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.\r
+1) Retrieve record on <emphasis role="strong">Item Status</emphasis> screen.</simpara>\r
+<simpara>2) Once item is displayed, highlight it and select <emphasis role="strong">Actions for Selected Items</emphasis> → <emphasis role="strong">Edit Item Attributes</emphasis>.</simpara>\r
+<simpara>3) The item record is displayed in the <emphasis role="strong">Copy Editor</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/copy_edit_alert.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/copy_edit_alert.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>4) Click <emphasis role="strong">Alert Message</emphasis> in the <emphasis role="strong">Miscellaneous</emphasis> column. The background color of the box changes. Type in the message then click <emphasis role="strong">Apply</emphasis>.</simpara>\r
+<informalfigure>\r
+<mediaobject>\r
+ <imageobject>\r
+ <imagedata fileref="media/copy_alert_message.png"/>\r
+ </imageobject>\r
+ <textobject><phrase>media/copy_alert_message.png</phrase></textobject>\r
+</mediaobject>\r
+</informalfigure>\r
+<simpara>5) Click <emphasis role="strong">Modify Copies</emphasis>, then confirm the action.</simpara>\r
+</section>\r
+</section>\r
+</section>\r
+\r
+\r
<section xml:id="Holds">\r
<title>Holds</title>\r
<section id="_placing_holds">\r
projects / Evergreen-DocBook.git / commitdiff