+++ /dev/null
-Customizable Toolbar
---------------------
-
-By default, two toolbars are available in the staff client: circulation and
-cataloging. This feature enables you to customize toolbars in the staff client.
-You can create toolbars for specific org unit(s), workstation(s), or login(s).
-
-Configure Toolbar
-~~~~~~~~~~~~~~~~~
-
-. Click *Admin* -> *Workstation Administration* -> *Toolbars* -> *Configure
-Toolbars*.
-
-. Click *New Toolbar*.
-
-. Enter label for toolbar.
-+
-image::media/Customizable_Toolbar1.jpg[Customizable_Toolbar1]
-+
-. Click *Ok*.
-
-. Select one of the buttons in the *Available* panel. The *Button ID* describes
-that action that the button will take, and the *Label* will display in the
-toolbar.
-
-. Click the `--> (A)` button to add the selected function to the
-*Selected* panel on the bottom right side of the screen. To remove a button,
-click the `<-- (R)` button.
-+
-image::media/Customizable_Toolbar2.jpg[Customizable_Toolbar2]
-+
-. Continue adding buttons if desired. The buttons will display in the order that you add
-them. If you want to reorder the buttons, click the *Up* or *Down* buttons.
-
-. To separate buttons onto left and right sides of the screen on the same
-toolbar, select *toolbarspacer*, and click `--> (A)`.
-+
-image::media/Customizable_Toolbar3.jpg[Customizable_Toolbar3]
-+
-. To add a dividing line between buttons that appear on the same side of the
-screen, select *toolbarseparator*, and click `--> (A)`.
-+
-image::media/Customizable_Toolbar4.jpg[Customizable_Toolbar4]
-+
-. At the bottom of the screen, choose the owner of this toolbar.
-If you click *Owning Org Unit*, then the owning org unit that you specify will display this
-toolbar. Select the owning org unit from the drop down menu. The rule of
-parental inheritance applies, so all child units will inherit the toolbars of
-their parental units.
-If you click *Owning Workstation*, then the workstation to which you are logged
-in when you created the toolbar will display this toolbar.
-If you select *Owning User*, then your login has access to that toolbar.
-
-. When you are finished creating the toolbar, click *Save Toolbar*. Any
-toolbar to which you have access displays under *Admin -> Workstation
-Administration -> Toolbars -> Current*.
-
-*Permissions*
-
-ADMIN_TOOLBAR - Allow a user to create, edit, and delete custom toolbars
+++ /dev/null
-Changes to marc_stream_importer.pl command line options
------------------------
-
-To work properly with Vandelay session tracking a --workstation
-option is now required for the marc_stream_importer.pl script.
-It needs to be an existing workstation name in your system and
-if it is missing from the command line the script will fail and
-you will be notified.
+++ /dev/null
-Button Bar/Toolbar
-------------------
-
-indexterm:[staff client, button bar]
-indexterm:[staff client, toolbar]
-
-There is an optional toolbar with buttons providing quick access to commonly
-used staff client functions. When activated the toolbar appears below the
-menu bar.
-
-image::media/workstation-button_bar-1.png[button bar]
-
-The look of the buttons can be customized. Use _Mode_, _Label Position_ and
-_Icon Size_ on the _Toolbar_ menu shown on the screen below to select your
-preference.
-
-A group of buttons can be selected or activated by default for all
-workstations at a particular library (see
-<<_library_settings_editor,Library Settings>> for details). A different
-default group can be set up on individual workstations by the following
-steps.
-
-. Go to *Administration -> Workstation Administration -> Toolbars -> Current*.
-+
-image::media/workstation-button_bar-2.png[button bar 2]
-+
-. Choose a group from the list.
-. Go back to the above menu. Select *Set Workstation Default to Current*.
-The above selected toolbar group is set as default for this workstation.
-
-To clear an existing setting click *Clear Workstation Default*.
-
-Circulation and Cataloguing are the default toolbar groups. Local system
-administrators can <<_customizable_toolbar,create new groups>> for
-individual accounts, workstations or all in a particular library.
-
+++ /dev/null
-New Options for Double Clicking
--------------------------------
-
-Double Click to Retrieve a Patron's Record
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-. Click *Search -> Search for Patrons* to access a patron's record
-. Enter search terms.
-. Retrieve a list of possible matches. Double click on the record that you want to open.
-
-image::media/Double_Click1.jpg[Double_Click1]
-
-
-Double Click to Retrieve Item Attributes
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-. Enter search terms to retrieve a bibliographic record.
-. Click *Actions for this Record* -> *Holdings Maintenance*.
-. Double click on an item.
-+
-image::media/Double_Click3.jpg[Double_Click3]
-+
-. The copy information will appear in a new tab.
+++ /dev/null
-Logging in to Evergreen
------------------------
-
-indexterm:[staff client, logging in]
-indexterm:[SSL certificate]
-
-. Select the _Locale_ to match your language preference.
-. Enter the _Hostname_ of the Evergreen server you are connecting.
-. Click _Test Server_ to ensure that you are able to reach the
-server. You should see ``200 : OK'' indicated in green for _Status_ and _Version_.
-+
-[NOTE]
-============
-If _Status_ indicates ``There was an error testing this server'', check for a typo
-in the _Hostname_ field or ask your administrator for the correct _Hostname_
-to use.
-
-IF _version_ indicates ``404 Not Found'', the server does not support the version
-of your staff client. You will need to download the correct version or contact
-your system administrator.
-
-If your server has a self-signed SSL certificate, you may need to click _Add SSL Exception_
-in order to login.
-============
-+
-. Enter your _Username_ and _Password_ and click _Login_.
-. If this is the first time you login from the workstation, you will
-need to <<register_workstation,register your workstation>>.
-
-Standalone Interface
-~~~~~~~~~~~~~~~~~~~~
-
-indexterm:[staff client, standalone interface]
-
-If your connection to Evergreen is lost, click _Standalone
-Interface_ to circulate items or register patrons while connection is down.
-
-[[preset_tabs]]
-Preset Tabs in Evergreen Client
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To have preset tabs waiting when Evergreen opens you will need to modify the
-*Evergreen shortcut* on your desktop.
-
-. First, you need to copy your shortcut. There are a couple of ways to do this.
-.. Right-mouse click and drag icon; upon release select *Create Shortcut
-Here*.
-+
-image::media/create_shortcut_here.png[]
-+
-.. Right-mouse click icon, select *Send to*, and select *Desktop (create
-shortcut)*.
-+
-image::media/send_to_desktop.png[]
-+
-. Right-mouse click the new shortcut and select *Properties*.
-+
-image::media/shortcut_properties.png[]
-+
-. Listed in the *Target* box you will see something like the following path
-surrounded by quotation marks: "C:\Program Files\Evergreen Staff Client MVLC\evergreen.exe"
-+
-image::media/shortcut_properties_window.png[]
-+
-. Place your cursor after the ending quotation mark. Enter a space after the
-last quotation mark and then enter the tab code from the list below. Add
-multiple tabs with a space separating them.
-+
-image::media/preset_tabs.png[]
-+
-For Example, to have Checkout, Checkin, Catalog Search, and a blank tab preset:
-"C:\Program Files\Evergreen Staff Client MVLC\evergreen.exe" -ilscheckout -ilscheckin -ilsurl XUL_OPAC_WRAPPER -ilstab
-. The following options are available:
-
-- -ILScheckin : Opens the Check In interface
-- -ILScheckout : Opens the Check Out interface
-- -ILSurl <url/constant> : Opens the specified page
-- -ILSnew : Opens a new "menu" window
-- -ILStab : Opens a new (default) tab
-- -ILSnew_default : Opens a new "menu" window with a guaranteed default tab
-- -ILSoffline/-ILSstandalone : Opens the standalone interface
-- -ILSlogin : Opens the login page
-+
-[TIP]
-.Useful Tab Codes
-=====================
- - -ilsurl XUL_PATRON_DISPLAY : Opens a Patron Search tab
- - -ilsurl XUL_HOLD_PULL_LIST : Opens a Pull List tab
- - -ilsurl XUL_HOLDS_BROWSER : Opens a Browse Holds Shelf tab
- - -ilsurl XUL_OPAC_WRAPPER : Opens an Advanced Catalog search tab
- - -ilsurl XUL_COPY_STATUS : Opens an Item status by barcode tab
- - -ilsurl XUL_RECORD_BUCKETS : Opens a Manage Record Buckets tab
- - -ilsurl XUL_COPY_BUCKETS : Opens a Manage Copy Buckets tab
- - -ilsurl XUL_MARC_NEW : Opens a Create new MARC record tab
- - -ilsurl XUL_Z3950_IMPORT : Opens an Import record from Z39.50 tab
- - To open two windows, one with checkin and checkout, one with Marc and Z39.50, use:
- +
- -ilscheckin -ilscheckout -ilsnew -ilsurl XUL_MARC_NEW -ilsurl XUL_Z3950_IMPORT
-========================
-+
-. You may want to rename your shortcut to reflect its purpose. For example, you
-could have one icon set to open circulation-related tabs and one icon to open
-cataloging-related tabs. Right-mouse click and select *Rename* to do this.
-
-Auto Login
-~~~~~~~~~~~
-
-To use auto login, you will need to modify the *Evergreen shortcut* on your desktop. There are three new commands which are necessary for automatic login:
-
-- -ilsuser
-- -ilspassword
-- -ilshost
-
-You will need all three to have your client successfully login. To enable
-automatic login we need to modify the Evergreen shortcut on your desktop. If
-your shortcut already has preset tab commands, then place the automatic login
-commands after those commands.
-
-. First, if your workstation will have multiple logins (circ, cat, admin) you need to copy a shortcut for each. There are a couple of ways to do this.
-.. Right-mouse click and drag icon; upon release select *Create Shortcut Here*.
-+
-image::media/create_shortcut_here.png[]
-+
-.. Right-mouse click icon, select *Send to*, and select *Desktop (create shortcut)*.
-+
-image::media/send_to_desktop.png[]
-+
-. Right-mouse click the new shortcut and select *Properties*.
-+
-image::media/shortcut_properties.png[]
-+
-Listed in the *Target* box you will see something like the following path
-surrounded by quotation marks: "C:\Program Files\Evergreen Staff Client MVLC\evergreen.exe"
-+
-image::media/shortcut_properties_window.png[]
-+
-. Place your cursor after the ending quotation mark and enter a space after the
-last quotation mark.
-+
-image::media/target_box.png[]
-+
-.. After the space enter the login code for username followed by a space and
-the username +
--ilsuser circuser
-.. Enter a space and then the login code for password followed by the password +
--ilspassword circpass
-.. Finally, enter the login code for host followed by a space and the host
-address (this is the exact address which shows up in the Server Hostname box
-when you manually login to the client. +
--ilshost evergreen.mvlcstaff.org
-+
-image::media/auto_login.png[]
-+
-[NOTE]
-When you double-click on the new shortcut it may seem like nothing is
-happening, but it really is! It takes the program a few moments to digest the
-new requests and to do the login.
-
-Logging Out
-~~~~~~~~~~~
-
-indexterm:[staff client, logging out]
-
-There are several ways to end your Evergreen staff client session:
-
-* Click the *Exit Evergreen* button on the bottom of the login page.
-* Click the *x* at the top left of the *login* window.
-* Choose *File -> Quit Program* from the menu of the application window.
-
-[CAUTION]
-============
-Clicking the *x* on the application window (not the login window) will not exit
-Evergreen, but only close the window.
-
-A new application window can be opened by clicking _Open New Window_ from the
-login window.
-============
-
+++ /dev/null
-Patron Border Color Enhancement
--------------------------------
-
-This feature gives librarians new choices for color coding patron penalties.
-
-In version 2.3, if the staff_alert column on the Standing Penalty Type is set to
-True and no other more serious penalty (as defined by the CSS) trumps it, then,
-when a patron incurs a penalty, a blue border will appear around the patron's
-name.
-
-For example, by default, the standing penalty type, ALERT_NOTE, has the
-staff_alert value set to TRUE. If I apply an alert to a user's account, and no
-other penalty color takes precedence over it, then a blue border will appear
-around the patron's name.
-
-image::media/Patron_Border_Color_Enhancements2.jpg[Patron_Border_Color_Enhancements2]
-
-In addition, librarians now can customize the color coding on custom penalty
-types. For example, librarians can create a penalty type and, using the CSS
-classname PATRON_HAS_CUSTOM_PENALTY, apply a custom color box to the patron's
-record.
-
+++ /dev/null
-Sorting Columns
----------------
-
-This feature enables you to sort display columns so that you can find easily the
-information that you need on a screen that contains multiple columns. You can
-sort display columns on any screen that is built on a grid, such as the Check In
-screen or the On Shelf Pull List.
-
-You can also sort the columns on the following Administration screens:
-Circulation Policies, Hold Policies, Circulation Limit Sets, Barcode Completion,
-Acquisitions User Request List, and Vandelay Import Errors.
-
-You can sort items in an ascending or descending order, and you can prioritize
-the order in which columns will sort. The following use cases illustrate how to
-sort items within the Circulation and Administration interfaces.
-
-Sorting the On Shelf Pull List
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-You want to capture items that are on the shelf to fill current holds. To
-simplify this process, you will sort the items on the On Shelf Pull List by Copy
-Location and Call Number.
-
-. Click *Circulation* -> *Pull List for Hold Requests*.
-. The first column that you want to sort is the column, Current Copy Location. Right click the column header, Current Copy Location.
-. Click *Sort First (Descending)*.
-+
-image::media/Sorting_Columns3.jpg[Sorting_Columns3]
-+
-. The next column that you want to sort is the column, Call Number. Right click the column header, Call Number.
-. Click *Sort Next (Ascending)*.
-+
-image::media/Sorting_Columns4.jpg[Sorting_Columns4]
-+
-. The pull list has now been sorted by copy location and call number.
-
-image::media/Sorting_Columns5.jpg[Sorting_Columns5]
-
-NOTE: If you wanted to sort more columns, you could continue the process by clicking *Sort Next* for any subsequent columns.
-
-
-Sorting Circulation Policies
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-You want to sort the display of circulation policies in your staff client.
-
-. Click *Administration* -> *Local Administration* -> *Circulation Policies*.
-. Right click on any column header.
-. A pop-up box appears.
-+
-image::media/Sorting_Columns2.jpg[Sorting_Columns2]
-+
-. Check the *Display* box if you want to display a column in the staff client.
-. Check the *Auto Width* box if you want the width of the columns to adjust to fit the staff client.
-. Select a sort priority.
-.. A sort priority of "0" indicates that no sorting has been applied. Columns will display in their default order.
-.. A sort priority of "1" indicates that ascending sorting should be applied to this column first. Subsequent sorts will be applied as you continue to enter increasing numbers.
-.. A sort priority of "-1" indicates that descending sorting should be applied to this column.
-. Click *Save*. The circulation policies will now sort according to your selections each time that you log into the staff client.
+++ /dev/null
-Check-boxes
------------
-
-indexterm:[Check-boxes, sticky settings]
-
-Most staff client check-boxes are ``sticky'' -- if you select or deselect
-them, that status persists. For example, *Auto-Print*, which will print
-the relevant receipts automatically in certain functions, is sticky. If
-you select it on one login, it will persist for future logins until you
-uncheck the box.
-
-image::media/staff_client-3.png[staff_client-3]
-
-*Fast Item Add* is another ``sticky'' check box that makes it possible to
-add volume and item records from the MARC editor.
-
-image::media/staff_client-4.png[staff_client-4]
+++ /dev/null
-Tab Buttons
------------
-
-This feature enables you to add a new tab to the Evergreen staff client by clicking the + sign adjacent to the tab that you currently have opened. As in previous versions, you can also add new tabs by clicking *File -> New Tab*, or use the hotkey, Ctrl+T.
-
-image::media/New_Tab_Button1.jpg[New_Tab_Button1]
+++ /dev/null
-Customizable Toolbar
-~~~~~~~~~~~~~~~~~~~~
-
-By default, two toolbars are available in the staff client: circulation and
-cataloging. This feature enables you to customize toolbars in the staff client.
-You can create toolbars for specific org unit(s), workstation(s), or login(s).
-
-Configure Toolbar
-^^^^^^^^^^^^^^^^^
-
-. Click *Admin* -> *Workstation Administration* -> *Toolbars* -> *Configure
-Toolbars*.
-
-. Click *New Toolbar*.
-
-. Enter label for toolbar.
-+
-image::media/Customizable_Toolbar1.jpg[Customizable_Toolbar1]
-+
-. Click *Ok*.
-
-. Select one of the buttons in the *Available* panel. The *Button ID* describes
-that action that the button will take, and the *Label* will display in the
-toolbar.
-
-. Click the `--> (A)` button to add the selected function to the
-*Selected* panel on the bottom right side of the screen. To remove a button,
-click the `<-- (R)` button.
-+
-image::media/Customizable_Toolbar2.jpg[Customizable_Toolbar2]
-+
-. Continue adding buttons if desired. The buttons will display in the order that you add
-them. If you want to reorder the buttons, click the *Up* or *Down* buttons.
-
-. To separate buttons onto left and right sides of the screen on the same
-toolbar, select *toolbarspacer*, and click `--> (A)`.
-+
-image::media/Customizable_Toolbar3.jpg[Customizable_Toolbar3]
-+
-. To add a dividing line between buttons that appear on the same side of the
-screen, select *toolbarseparator*, and click `--> (A)`.
-+
-image::media/Customizable_Toolbar4.jpg[Customizable_Toolbar4]
-+
-. At the bottom of the screen, choose the owner of this toolbar.
-If you click *Owning Org Unit*, then the owning org unit that you specify will display this
-toolbar. Select the owning org unit from the drop down menu. The rule of
-parental inheritance applies, so all child units will inherit the toolbars of
-their parental units.
-If you click *Owning Workstation*, then the workstation to which you are logged
-in when you created the toolbar will display this toolbar.
-If you select *Owning User*, then your login has access to that toolbar.
-
-. When you are finished creating the toolbar, click *Save Toolbar*. Any
-toolbar to which you have access displays under *Admin -> Workstation
-Administration -> Toolbars -> Current*.
-
-*Permissions*
-
-ADMIN_TOOLBAR - Allow a user to create, edit, and delete custom toolbars
+++ /dev/null
-Circulating Items
------------------
-
-Check Out (F1)
-~~~~~~~~~~~~~~
-
-Regular Items
-^^^^^^^^^^^^^
-
-1) To check out an item press *F1*, click *Check Out* on the Circulation
-toolbar, or select *Circulation* -> *Check Out Items*.
-
-image::media/checkout_menu.png[]
-
-2) Scan or enter patron's barcode and click *Submit* if entering barcode
-manually. If scanning, number is submitted automatically.
-
-image::media/retrieve_patron.png[]
-
-3) Scan or enter item barcode manually, clicking *Submit* if manual.
-
-image::media/checkout_item_barcode.png[]
-
-4) Due date is now displayed.
-
-image::media/due_date_display.png[]
-
-5) When all items are scanned, hit the *F1* key or click the *Check Out* button
-on the Circulation toolbar to generate slip receipt or to exit patron record if
-not printing slip receipts.
-
-Pre-cataloged Items
-^^^^^^^^^^^^^^^^^^^
-
-1) Go to patron's *Check Out* screen by clicking *Circulation* -> *Check Out
-Items*.
-
-2) Scan the item barcode.
-
-3) At prompt, click *Pre-Cataloged*.
-
-image::media/pre_cat_alert.png[]
-
-4) Enter required information and click *Check Out*.
-
-image::media/precat.png[]
-
-[TIP]
-On check-in, Evergreen will prompt staff to re-route the item to cataloging.
-
-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.
-
-Before you scan the item, select the *Specific Due Date* 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 *Specific Due Date* checkbox, or quit the
-patron record.
-
-image::media/specify_due_date1.png[]
-
-image::media/specify_due_date2.png[]
-
-Check In (F2)
-~~~~~~~~~~~~~
-
-Regular check in
-^^^^^^^^^^^^^^^^
-
-1) To check in an item, select *Circulation -> Check In Items*, click *Check In*
-on the Circulation toolbar, or press *F2*.
-
-image::media/check_in_menu.png[]
-
-2) Scan item barcode or enter manually and click *Submit*.
-
-image::media/checkin_barcode.png[]
-
-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.
-
-image::media/overdue_checkin.png[]
-
-Backdated check in
-^^^^^^^^^^^^^^^^^^
-
-This is useful for clearing a book drop.
-
-1) To change effective check-in date, select *Circulation* -> *Check In Items*,
-or press *F2*. Use the calendar widget to choose the effective date.
-
-image::media/backdate_checkin.png[]
-
-2) The top green bar changes to red. The new effective date is now displayed in
-the header.
-
-image::media/backdate_red.png[]
-
-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
-^^^^^^^^^^^^^^^^^^^^^
-
-After an item has been checked in, you may use the Backdate Post-Checkin
-function to backdate the check-in date.
-
-1) Select the item on the Check In screen, click Actions for Selected Items ->
-Backdate Post-Checkin.
-
-image::media/backdate_post_checkin.png[]
-
-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.
-
-image::media/backdate_post_date.png[]
-
-Checkin Modifiers
-^^^^^^^^^^^^^^^^^
-At the right bottom corner there is a *Checkin Modifiers* pop-up list. The
-options are:
-
-- Ignore Pre-cat Items: no prompt when checking in a pre-cat item. Item will be
-routed to Cataloging with Cataloging status.
-- Suppress Holds and Transit: item will not be used to fill holds or sent in
-transit. Item has Reshelving status.
-- Amnesty Mode/Forgive Fines: overdue fines will be removed if already created
-or not be inserted if not yet created (e.g. hourly loans). The fines are removed
-with an account_adjustment payment type.
-- Auto-Print Hold and Transit Slips: slips will be automatically printed without
-prompt for confirmation.
-
-These options may be selected simultaneously. The selected option is displayed
-in the header area.
-
-image::media/checkin_options.png[]
-
-
-Renewal and Editing the Item's Due 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
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-1) Retrieve the patron record and go to the *Items Out* screen.
-
-image::media/items_out_click.png[]
-
-TIP: Add "Holds Count" from the column picker to quickly see whether an item to be renewed has holds.
-
-2) Select the item you want to renew. *Click on Actions for Selected Items* ->
-*Renew*. If you want to renew all items in the account, click *Renew All*
-instead.
-
-image::media/renew_action.png[]
-
-3) If you want to specify the due date, click *Renew with Specific Due Date*.
-You will be prompted to select a due date. Once done, click *Apply*.
-
-image::media/renew_specific_date.png[]
-
-[TIP]
-Renewal can also be done on the *Item Status* screen. See the section called
-<<itemstatus,Item Status (F5)>> for more information.
-
-Renewing by Item Barcode
-^^^^^^^^^^^^^^^^^^^^^^^^
-1) To renew items by barcode, select *Circulation* -> *Renew Items* or press
-*CTRL-F2*.
-
-2) Scan or manually entire the item barcode.
-
-image::media/renew_item.png[]
-
-3) If you want to specify the due date, click *Specific Due Date* and select a
-new due date from the calendar.
-
-image::media/renew_item_calendar.png[]
-
-Editing Due Date
-^^^^^^^^^^^^^^^^
-
-1) Retrieve the patron record and go to the *Items Out* screen.
-
-2) Select the item you want to renew. Click on *Actions for Selected Items* ->
-*Edit Due Date*.
-
-image::media/edit_due_date_action.png[]
-
-3) Select a new due date in the pop-up window, then click *Apply*.
-
-[TIP]
-You can select multiple items by pressing down the CTRL key on your keyboard and
-clicking each items you want to edit.
-
-[NOTE]
-Editing a due date is not included in the renewal count.
-
-Marking Items Lost and Claimed Returned
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Lost Items
-^^^^^^^^^^
-1) To mark items Lost, retrieve patron record and click *Items Out*.
-
-2) Select the item. Click on *Actions for Selected Items* -> *Mark Lost (by
-Patron)*.
-
-image::media/mark_lost.png[]
-
-3) The lost item now displays in the *Other/Special Circulations section of the
-patron record, unless otherwise customized through the Items Out display setting
-available in the Library Settings Editor.
-
-image::media/lost_cr_section.png[]
-
-4) The lost item also adds to the count of *Lost* items in the patron summary on
-the left (or top) of the screen.
-
-image::media/patron_summary_checkouts.jpg[]
-
-[NOTE]
-.Lost Item Billing
-========================
-- 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.
-- 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.
-- 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.
-========================
-
-Refunding and Clearing Negative Balances
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If an item is returned after a lost bill has been paid, there may be a negative
-balance on the bill. See ... for more information on settings that affect
-negative balances. See <<removing_negative_balances, Removing Negative Balances
-from a Patron Account>> for more information on clearing that balance.
-
-
-Claimed Returned Items
-^^^^^^^^^^^^^^^^^^^^^^^
-
-1) To mark an item Claimed Returned, retrieve the patron record and go to the
-*Items Out* screen.
-
-2) Select the item, then select *Actions for Selected Items* -> *Mark Claimed
-Returned* from the dropdown menu.
-
-image::media/mark_claims_returned.png[]
-
-3) Select a date and click *Apply*.
-
-image::media/claimed_date.png[]
-
-4) Any overdue fines associated with the transaction will now be based on the
-Claimed Returned date.
-
-5) The Claimed Returned item now displays in the *Other/Special Circulations*
-section of the patron record, unless otherwise customized through the Items Out
-display setting available in the Library Settings Editor.
-
-image::media/lost_cr_section.png[]
-
-6) 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 *Claims-returned Count* (including those that are current Check
-Outs and those that have since been returned) that is displayed when editing the
-patron's record.
-
-image::media/patron_summary_checkouts.jpg[]
-
-[NOTE]
-.More on Claimed Returned Items
-====================================
-- The date entered for a Claimed Returned item establishes the fine. If the date
-given has passed, bills will be adjusted accordingly.
-- When a Claimed Returned item is returned, if there is an outstanding bill
-associated with it, the item will not disappear from the *Items Out* screen.
-It will disappear when the outstanding bills are resolved.
-- 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.
-- Marking a lost transaction Claimed Returned will not remove a lost item
-billing or lost item processing fee unless the _Void lost item billing when
-claims returned_ and/or the _Void lost item processing fee when claims returned_
-settings are enabled. Both settings are available via the Library Settings
-editor.
-====================================
-
-Enhancements to Items Out
-^^^^^^^^^^^^^^^^^^^^^^^^^
-
-By default, the *Items Out* interface in the patron's account is divided into two sections beneath the patron information: *Items Out* and *Other/Special Circulations*. In previous versions of Evergreen, all circulations appeared in the *Items Out* portion of the interface except for those marked LOST, LONGOVERDUE, or CLAIMSRETURNED, which appeared in the *Other/Special Circulations* portion of the interface.
-
-This enhancement enables you to customize the placement of items in the LOST, LONGOVERDUE, or CLAIMSRETURNED statuses in the top or bottom list. The value of this enhancement includes increased control over and organization of the Items Out interface.
-
-1) Three new org unit settings enable you to control the placement of these items. To access these settings, click *Administration* -> *Local Administration* -> *Library Settings Editor*, and search for the following settings:
-
-* Items Out Lost Display Setting
-
-* Items Out Long-Overdue Display Setting
-
-* Items Out Claims Returned Display Setting
-
-The value for each setting is a numeric code describing the list in which the circulation should be placed when the item is checked out, and whether the circulation should appear in the bottom list when checked in, regardless of the state of the transaction. For example, an item may be checked in but the circulation may remain open because fees or fines are owed by the patron.
-
-2) Enter the appropriate value, and click *Update setting*.
-
-1 = Top list, then bottom list
-2 = Bottom list, then bottom list
-5 = Top list, then do not display
-6 = Bottom list, then do not display
-
-To Hide the bottom list entirely, set the value for all special statuses to "5".
-
-Note that if all of the special statuses are hidden, then the interface more accurately represents a patron's items out instead of a combination of items out and items with special circumstances. Alternatively, if all items out and items with special statuses display in the top list, then the bottom list is hidden, and more screen space exists to display a patron's items out.
-
-
-Mark an Item Long Overdue
-~~~~~~~~~~~~~~~~~~~~~~~~~
-
-*Marking an item Long Overdue*
-
-Once an item has been overdue for a configurable amount of time, Evergreen can
-mark the item long overdue in the borrowing patron’s account. This will be done
-automatically through a Notification/Action Trigger. When the item is marked
-long overdue, several actions will take place:
-
-. The item will go into the status of “Long Overdue”
-
-. The item will be moved to the “Lost, Claimed Returned, Long Overdue, Has
-Unpaid Billings” section of the Items Out screen in the patron’s account
-
-. The accrual of overdue fines will be stopped
-
-Optionally the patron can be billed for the item price, a long overdue
-processing fee, and any overdue fines can be voided from the account. Patrons
-can also be sent a notification that the item was marked long overdue.
-
-image::media/long_overdue1.jpg[Patron Account-Long Overdue]
-
-
-*Checking in a Long Overdue item*
-
-If an item that has been marked long overdue is checked in, an alert will appear
- on the screen informing the staff member that the item was long overdue. Once
-checked in, the item will go into the status of “In process”. Optionally, the
-item price and long overdue processing fee can be voided and overdue fines can
-be reinstated on the patron’s account. If the item is checked in at a library
-other than its home library, a library setting controls whether the item can
-immediately fill a hold or circulate, or if it needs to be sent to its home
-library for processing.
-
-image::media/long_overdue2.jpg[Long Overdue Checkin]
-
-*Notification/Action Triggers*
-
-Evergreen has two sample Notification/Action Triggers that are related to
- marking items long overdue. The sample triggers are configured for 6 months.
-These triggers can be configured for any amount of time according to library
-policy and will need to be activated for use.
-
-* Sample Triggers
-
-** 6 Month Auto Mark Long-Overdue—will mark an item long overdue after the
-configured period of time
-
-** 6 Month Long Overdue Notice—will send patron notification that an item has
-been marked long overdue on their account
-
-*Library Settings*
-
-The following Library Settings enable you to set preferences related to long
-overdue items:
-
-* *Circulation: Long-Overdue Check-In Interval Uses Last Activity Date* —Use the
- long-overdue last-activity date instead of the due_date to determine whether
-the item has been checked out too long to perform long-overdue check-in
-processing. If set, the system will first check the last payment time, followed
-by the last billing time, followed by the due date. See also
-circ.max_accept_return_of_longoverdue
-
-* *Circulation: Long-Overdue Items Usable on Checkin* —Long-overdue items are
-usable on checkin instead of going "home" first
-
-* *Circulation: Long-Overdue Max Return Interval* —Long-overdue check-in
-processing (voiding fees, re-instating overdues, etc.) will not take place for
-items that have been overdue for (or have last activity older than) this amount
-of time
-
-* *Circulation: Restore Overdues on Long-Overdue Item Return*
-
-* *Circulation: Void Long-Overdue item Billing When Returned*
-
-* *Circulation: Void Processing Fee on Long-Overdue Item Return*
-
-* *Finances: Leave transaction open when long overdue balance equals zero*
-—Leave transaction open when long-overdue balance equals zero. This leaves the
-lost copy on the patron record when it is paid
-
-* *Finances: Long-Overdue Materials Processing Fee*
-
-* *Finances: Void Overdue Fines When Items are Marked Long-Overdue*
-
-*Permissions to use this Feature*
-
-The following permissions are related to this feature:
-
-* COPY_STATUS_LONG_OVERDUE.override
-
-** Allows the user to check-in long-overdue items thus removing the long-overdue
- status on the item
-
-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.png[]
-
-2) To record in-house use for cataloged items, enter number of uses, scan
-barcode or type barcode and click *Submit*.
-
-image::media/in_house_use.png[]
-
-[NOTE]
-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]]
-Item Status (F5)
-~~~~~~~~~~~~~~~~
-
-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
-^^^^^^^^^^^^^^^^^^^^
-
-1) To check the status of an item, select *Search* -> *Search for copies by
-Barcode* or *Circulation* -> *Show Item Status by Barcode*; click the *Item
-Status button* on the circulation or cataloging toolbar; or press *F5*.
-
-image::media/item_status_menu.png[]
-
-2) Scan the barcode or type it and click *Submit*. The current status of the
-item is displayed with selected other fields. You can use the column picker to
-select more fields to view.
-
-image::media/item_status_barcode.png[]
-
-3) Click the *Alternate View* button, and the item summary and circulation
-history will be displayed.
-
-image::media/item_status_altview.png[]
-
-4) Click *List View* to go back.
-
-image::media/item_status_list_view.png[]
-
-[NOTE]
-If the item's status is "Available", the displayed due date refers to the
-previous circulation's due date.
-
-[TIP]
-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.
-
-Viewing past circulations
-^^^^^^^^^^^^^^^^^^^^^^^^^^
-1) To view past circulations, retrieve the item on the *Item Status* screen as
-described above.
-
-2) Select *Actions for Selected Items* -> *Show Last Few Circulations*.
-
-image::media/last_few_circs_action.png[]
-
-3) The item's recent circulation history is displayed.
-
-image::media/last_few_circs_display.png[]
-
-4) To retrieve the patron(s) of the last circulations, click the *Retrieve Last
-Patron* or the *Retrieve All These Patrons* button at the bottom of the above
-screen. Patron record(s) will be displayed in new tab(s).
-
-[TIP]
-The number of items that displays in the circulation history can be set in Local
- *Administration* -> *Library Settings Editor*.
-
-[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
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-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*.
-
-image::media/mark_missing_damaged.png[]
-
-[NOTE}
-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.
-
-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.
-
-
-Copy Alerts
-~~~~~~~~~~~
-
-The Copy Alerts feature allows library staff to add customized alert messages to copies. The copy alerts will appear when a specific event takes place, such as when the copy is checked in, checked out, or renewed. Alerts can be temporary or persistent: temporary alerts will be disabled after the initial alert and acknowledgement from staff, while persistent alerts will display each time the alert event takes place. Copy Alerts can be configured to display at the circulating or owning library only or, alternatively, when the library at which the alert event takes place is not the circulating or owning library. Copy Alerts at check in can also be configured to provide options for the next copy status that should be applied to an item. Library administrators will have the ability to create and customize Copy Alert Types and to suppress copy alerts at specific org units.
-
-Adding a Copy Alert
-^^^^^^^^^^^^^^^^^^^
-
-Copy Alerts can be added to new copies or existing copies using the Volume/Copy Editor. They can also be added directly to items through the Check In, Check Out, Renew, and Item Status screens.
-
-To add a Copy Alert in the Volume/Copy Editor:
-++++++++++++++++++++++++++++++++++++++++++++++
-
-1. Within the _Volume/Copy Editor_, scroll to the bottom of the screen and click on *Copy Alerts*.
-
-image::media/copyalert1.PNG[]
-
-2. A _New Copy Alert_ window will pop up.
-
-image::media/copyalert2.PNG[]
-
-3. Select an alert _Type_ and enter an alert message. Check the box next to _Temporary_ if this alert should not appear after the initial alert is acknowledged. Leaving the Temporary box unchecked will create a persistent alert that will appear each time the action to trigger the alert occurs, such as check in or check out.
-
-4. Click *OK* to save the new Copy Alert. After adding an initial copy alert, clicking on the *Copy Alerts* button in the _Volume/Copy Editor_ will allow you to add another Copy Alert and to view and edit Existing Copy Alerts.
-
-image::media/copyalert3.PNG[]
-
-5. Within the Volume/Copy Editor, make any additional changes to the item record and click *Store Selected* to store these changes and the new copy alert(s) to the _Completed Copies_ tab. If you are done modifying the copy, click *Save & Exit* to finalize the changes.
-
-image::media/copyalert4.png[]
-
-To add a Copy Alert from the Check In, Check Out, or Renewal screens:
-+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
-
-1. Navigate to the appropriate screen, for example to *Circulation>Check In*.
-2. Scan in the item barcode.
-3. Select the item row and go to *Actions>Add Copy Alerts* or right click on the item row and select *Add Copy Alerts*.
-
-image::media/copyalert5.PNG[]
-
-4. The _Add Copy Alert_ window will pop up. Select the alert _Type_, add an additional alert message if needed, and Click *OK* to save. This alert will be added to the copy.
-
-image::media/copyalert6.png[]
-
-To add a Copy Alert from the Item Status screen:
-++++++++++++++++++++++++++++++++++++++++++++++++
-
-1. Go to the _Detail View_ of the Item Status screen.
-2. In the bottom left-hand corner of the item record there is a _Copy Alerts_ option. Click *Add* to create a new copy alert.
-
-image::media/copyalert7.png[]
-
-3. The *Add Copy Alert* window will pop up. Select the alert _Type_, add an additional alert message if needed, and Click *OK* to save. This alert will be added to the copy.
-
-Triggering a Copy Alert
-^^^^^^^^^^^^^^^^^^^^^^^
-
-The Copy Alert will appear when the action required to trigger the alert occurs. For example, the Normal Checkin Alert will appear when the item is checked in:
-
-image::media/copyalert8.PNG[]
-
-If Next Status options have been configured for the Checkin Alert, staff will see a drop down menu that allows then to select the next Status for the copy:
-
-image::media/copyalert9.png[]
-
-Managing Copy Alerts
-^^^^^^^^^^^^^^^^^^^^
-
-Copy Alerts can be managed from the _Item Status_ screen. Within the _Quick Summary_ tab of the _Detailed View_ of an item, click on *Manage* to view and *Remove* copy alerts.
-
-image::media/copyalert10.PNG[]
-
-Administration of Copy Alerts
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Copy Alert Types
-++++++++++++++++
-
-Copy Alert Types are created and managed in *Administration>Local Administration>Copy Alert Types*. Copy Alert Types define the action and behavior of an alert message type. The Alert Types included in a stock installation of Evergreen are:
-
-* Normal checkout
-* Normal checkin
-* Normal renewal
-* Checkin of missing copy
-* Checkin of lost-and-paid copy
-* Checkin of damaged copy
-* Checkin of claims-returned copy
-* Checkin of long overdue copy
-* Checkin of claims-never-checked-out copy
-* Checkin of lost copy
-* Checkout of missing copy
-* Checkout of lost-and-paid copy
-* Checkout of damaged copy
-* Checkout of claims-returned copy
-* Checkout of long overdue copy
-* Checkout of claims-never-checked-out copy
-* Checkout of lost copy
-* Normal checkout at circ lib
-* Normal checkin at circ lib
-* Normal renewal at circ lib
-* Normal checkout at owning lib
-* Normal checkin at owning lib
-* Normal renewal at owning lib
-
-To create a new Copy Alert Type:
-++++++++++++++++++++++++++++++++
-
-1. Go to *Administration>Local Administration>Copy Alert Types*.
-2. Click on *Create* and fill out the following fields as needed:
-* *Name:* name of the Copy Alert Type.
-* *Active:* indicates if the alert type is currently in use (Yes) or not (No)
-* *State:* indicates the Copy Status of the item at the time of the event.
-* *Event:* the action that takes place in the ILS to trigger the alert.
-* *Scope Org Unit:* indicates which org unit(s) the alert type will apply to.
-* *Next Status:* can be used with temporary Checkin Alerts only. If a next status is configured, staff will be presented with a list of statuses to choose from when the item is checked in.
-* *Renewing?:* indicates if the alert should appear during a renewal.
-* *Invert location?:* if set to yes, this setting will invert the following two settings. For example, if an alert is set to appear at the Circulating Library only, inverting the location will cause the alert to appear at all libraries except the Circulating Library.
-* *At Circulation Library?:* indicates if the alert should appear at the circulation library only.
-* *At Owning Library?:* indicates if the alert should appear at the owning library only.
-3. Click *Save*.
-
-To edit an existing Copy Alert Type:
-++++++++++++++++++++++++++++++++++++
-
-1. Go to *Administration>Local Administration>Copy Alert Types*.
-2. Click on the type and go to *Actions>Edit* or right-click and select *Edit*.
-3. Make changes to the existing configuration and click *Save*.
-
-
-Copy Alert Suppression
-^^^^^^^^^^^^^^^^^^^^^^
-
-The Copy Alert Suppression interface can be used to suppress alert types at a specific org unit. Suppression of alerts will adhere to the organization unit hierarchy. For example, if an alert is suppressed at the System level, it will be suppressed for all descendent branches.
-
-To suppress an alert type:
-++++++++++++++++++++++++++
-
-1. Go to *Administration>Local Administration>Copy Alert Suppression*.
-2. Click *Create* and select the _Alert Type_ that you want to suppress from the drop down menu.
-3. Next, select the _Org Unit_ at which the alert should be suppressed.
-4. Click *Save*.
-
-image::media/copyalert11.PNG[]
-
-Copy Alert Related Permissions
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-The following permissions affect access to copy alert administration and use:
-
-* ADMIN_COPY_ALERT_TYPE
-* ADMIN_COPY_ALERT_SUPPRESS
-* ADMIN_COPY_ALERT
-* CREATE_COPY_ALERT_TYPE
-* CREATE_COPY_ALERT_SUPPRESS
-* CREATE_COPY_ALERT
-* DELETE_COPY_ALERT_TYPE
-* DELETE_COPY_ALERT_SUPPRESS
-* DELETE_COPY_ALERT
-* VIEW_COPY_ALERT_TYPE
-* VIEW_COPY_ALERT_SUPPRESS
-* VIEW_COPY_ALERT
-* UPDATE_COPY_ALERT_TYPE
-* UPDATE_COPY_ALERT_SUPPRESS
-* UPDATE_COPY_ALERT
-
+++ /dev/null
-Circulation - Patron Record
----------------------------
-
-[[circulation_searching_patrons]]
-Searching Patrons
-~~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, searching for]
-
-To search for a patron, select the Patron Search option from the toolbar,
-_Search -> Search for Patrons_ from the menu bar, or *F4*.
-
-The Patron Search screen will display. The orientation of the search pane may
-be vertical or horizontal, depending on your library’s configuration. It will
-contain options to search on the following fields:
-
-* Last Name
-* First Name
-* Middle Name
-* Alias
-* Address 1
-* Address 2
-* City
-* Zip
-* Phone
-* Email
-* State
-* Barcode
-* OPAC Login ID
-
-Use the options above the search fields to include patrons marked ``inactive''
-in your search results or to limit results to patrons in a specific library
-branch or in a specific permission group.
-
-image::media/circulation_patron_records-1.png[circulation_patron_records 1]
-
-.Tips for searching
-[TIP]
-===================
-* Search one field or combine fields for more precise results.
-* Truncate search terms for more search results.
-===================
-
-Once you have located the desired patron, highlight the entry for this patron in
-the results screen. A summary for this patron will display in place of the
-search fields.
-
-image::media/circulation_patron_records-2.png[circulation_patron_records 2]
-
-Use the _Retrieve Patron_ button to retrieve the patron for circulation or
-editing.
-
-image::media/circulation_patron_records-3.png[circulation_patron_records 3]
-
-The _Search Form_ button may be used to resume searching for patrons.
-
-Registering New Patrons
-~~~~~~~~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, registering]
-
-To register a new patron, select _Patron Registration_ from the toolbar,
-_Circulation -> Register Patron_ from the menu bar, or *shift + F1*. The Patron
-Registration form will display.
-
-image::media/circulation_patron_records-4.png[Patron registration form]
-
-Mandatory fields display in yellow.
-
-image::media/circulation_patron_records-5.png[circulation_patron_records 5]
-
-The _Show Only Required Fields_ and _Show Suggested Fields_ may be used to limit
-the options on this page.
-
-image::media/circulation_patron_records-6.png[circulation_patron_records 6]
-
-When one of these options is selected, it is possible switch to the other
-limited view or to revert to the original view by selecting _Show All Fields_.
-
-image::media/circulation_patron_records-7.png[circulation_patron_records 7]
-
-When finished entering the necessary information, select _Save_ to save the new
-patron record or _Save & Clone_ to register a patron with the same address.
-When _Save & Clone_ is selected, the address information is copied into the
-resulting patron registration screen. It is linked to the original patron.
-Address information may only be edited through the original record.
-
-image::media/circulation_patron_records-8.png[circulation_patron_records 8]
-
-[TIP]
-============================================================================
-* Requested fields may be configured in the _Library Settings Editor_ (_Admin ->
- Local Admin -> Library Settings Editor_).
-* Statistical categories may be created for information tracked by your library
-that is not in the default patron record.
-* These may be configured in the _Statistical Categories Editor_ (_Admin ->
-Local Admin -> Statistical Categories Editor_).
-* Staff accounts may also function as patron accounts.
-* You must select a _Main (Profile) Permission Group_ before the _Update Expire
-Date_ button will work, since the permission group determines the expiration date.
-============================================================================
-
-New Patron Duplicate Search
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-As a new patron is being registered Evergreen checks some of the information entered against existing patrons to catch duplicate registrations.
-
-The fields that are checked are patron name (_First Name_ and _Last Name_), _Email_, _Daytime Phone_, _Evening Phone_, and _Other Phone_. Both active and inactive patrons are checked.
-
-When a match is found a link will appear indicating how many duplicate patrons there are and what information they match on.
-
-image::media/patron-reg-duplicate-search-1.png[patron registration]
-
-To view the duplicate matches click on the link. This performs a patron search in a new tab.
-
-WARNING: This search only includes inactive patrons if the _Include inactive patrons?_ check box is checked.
-
-image::media/patron-reg-duplicate-search-2.png[patron search]
-
-
-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.
-
-*Patron Self-Registration*
-
-. In the OPAC, click on the link to *Request Library Card*
-
-. Fill out the self-registration form to request a library card, and click *Submit Registration*.
-
-. Patrons will see a confirmation message: “Registration successful! Please see library staff to complete your registration.”
-
-image::media/patron_self_registration2.jpg[Patron Self-Registration form]
-
-*Managing Pending Patrons*
-
-. In the staff client select *Circulation* -> *Pending Patrons*.
-
-. Select the patron you would like to review. In this screen you have the option to *Delete* a pending patron account or *Load* the pending patron information to create a permanent library account.
-
-. To create a permanent library account for the patron, click on the patron’s row, right-click and select *Load Patron* or click on the *Load Patron* button at the top of the screen. This will load the patron self-registration information into the main *Patron Registration* form.
-
-. Fill in the necessary patron information for your library, and click *Save* to create the permanent patron account.
-
-
-
-*Library Settings*
-
-Three new Library Settings have been created to manage patron self-registration:
-
-* *OPAC: Allow Patron Self-Registration* must be set to ‘True’ to enable use of this feature.
-
-* *OPAC: Patron Self-Reg. Expire Interval* allows each library to set the amount of time after which pending patron accounts should be deleted.
-
-* *OPAC: Patron Self-Reg. Display Timeout* allows each library to set the amount of time after which the patron self-registration screen will timeout in the OPAC. The default is 5 minutes.
-
-Several existing Library Settings can be used to determine if a field should be required or hidden in the self-registration form:
-
-* *GUI: Require day_phone field on patron registration*
-
-* *GUI: Show day_phone on patron registration*
-
-* *GUI: Require dob (date of birth) field on patron registration*
-
-* *GUI: Show dob field on patron registration*
-
-* *GUI: Require email field on patron registration*
-
-* *GUI: Show email field on patron registration*
-
-* *GUI: Require State field on patron registration*
-
-* *GUI: Show State field on patron registration*
-
-* *GUI: Require county field on patron registration*
-
-* *GUI: Show county field on patron registration* [New Setting]
-
-Several existing Library Settings can be used to verify values in certain fields and provide examples for data format on the registration form:
-
-* *Global: Patron username format*
-
-* *GUI: Regex for phone fields on patron registration* OR *GUI: Regex for day_phone field on patron registration*
-
-* *GUI: Regex for email field on patron registration*
-
-* *GUI: Regex for post_code field on patron registration*
-
-* *GUI: Example for email field on patron registration*
-
-* *GUI: Example for post_code field on patron registration*
-
-* *GUI: Example for day_phone field on patron registration* OR *GUI: Example for phone fields on patron registration*
-
-
-
-[[updating_patron_information]]
-Updating Patron Information
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, updating]
-
-Retrieve the patron record as described in the section
-<<circulation_searching_patrons,Searching Patrons>>.
-
-Select _Edit_ from the options that display at the top of the patron record.
-
-image::media/circulation_patron_records-9.png[Patron edit with summary display]
-
-Edit information as required. When finished, select _Save_. If you attempt to
-close out of the patron account before the information is received, an alert
-will display.
-
-image::media/circulation_patron_records-10.png[circulation_patron_records 10]
-
-Select _OK_ to continue or _Cancel_ to return to the editing form.
-
-After selecting _Save_, the page will refresh. The edited information will be
-reflected in the patron summary pane.
-
-[TIP]
-=======
-* You can resize the patron summary pane, or collapse and expand it using
-the button on the right border of the pane.
-* To quickly renew an expired patron, click the _Update Expire Date_ button.
-You will need a _Main (Profile) Permission Group_ selected for this to work,
-since the permission group determines the expiration date.
-=======
-
-Renewing Library Cards
-~~~~~~~~~~~~~~~~~~~~~~
-
-indexterm:[library cards, renewing]
-
-Expired patron accounts display with a black box around the patron’s name, a
-note that the patron is expired, and – when initially retrieved – an alert
-stating that the ``Patron account is EXPIRED.''
-
-image::media/circulation_patron_records-11.png[circulation_patron_records 11]
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Navigate to the information field labeled _Privilege Expiration Date_. Enter a
-new date in this box. When you place your cursor in the _Patron Expiration Date
-box_, a calendar widget will display to help you easily navigate to the desired
-date.
-
-image::media/circulation_patron_records-12.png[circulation_patron_records 12]
-
-Select the date using the calendar widget or key the date in manually. Click
-the _Save_ button. The screen will refresh and the ``expired'' alerts on the
-account will be removed.
-
-Lost Library Cards
-~~~~~~~~~~~~~~~~~~
-
-indexterm:[library cards, replacing]
-
-Retrieve the patron record as described in the section
-<<circulation_searching_patrons,Searching Patrons>>.
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Next to the _Barcode_ field, select the _Replace Barcode_ button.
-
-image::media/circulation_patron_records-13.png[circulation_patron_records 13]
-
-This will clear the barcode field. Enter a new barcode and _Save_ the record.
-The screen will refresh and the new barcode will display in the patron summary
-pane.
-
-If a patron’s barcode is mistakenly replaced, the old barcode may be reinstated.
-Retrieve the patron record as described in the section
-<<circulation_searching_patrons,Searching Patrons>>. Open the patron record in
-edit mode as described in the section <<updating_patron_information,Updating
-Patron Information>>.
-
-Select the _See All_ button next to the _Replace Barcode_ button. This will
-display the current and past barcodes associated with this account.
-
-image::media/circulation_patron_records-14.png[circulation_patron_records 14]
-
-Check the box(es) for all barcodes that should be ``active'' for the patron. An
-``active'' barcode may be used for circulation transactions. A patron may have
-more than one ``active'' barcode. Only one barcode may be designated
-``primary.'' The ``primary'' barcode displays in the patron’s summary
-information in the _Library Card_ field.
-
-Once you have modified the patron barcode(s), _Save_ the patron record. If you
-modified the ``primary'' barcode, the new primary barcode will display in the
-patron summary screen.
-
-Resetting Patron's Password
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, passwords]
-
-A patron’s password may be reset from the OPAC or through the staff client. To
-reset the password from the staff client, retrieve the patron record as
-described in the section <<circulation_searching_patrons,Searching Patrons>>.
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Select the _Reset Password_ button next to the _Password_ field.
-
-image::media/circulation_patron_records-15.png[circulation_patron_records 15]
-
-NOTE: The existing password is not displayed in patron records for security
-reasons.
-
-A new number will populate the _Password_ and _Verify Password_ text boxes.
-Make note of the new password and _Save_ the patron record. The screen will
-refresh and the new password will be suppressed from view.
-
-
-Barring a Patron
-~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, barring]
-
-A patron may be barred from circulation activities. To bar a patron, retrieve
-the patron record as described in the section
-<<circulation_searching_patrons,Searching Patrons>>.
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Check the box for _Barred_ in the patron account.
-
-image::media/circulation_patron_records-16.png[circulation_patron_records 16]
-
-_Save_ the user. The screen will refresh.
-
-The patron account will now display an alert stating that the patron account
-is *BARRED*.
-
-Additionally a red box and note will indicate the patron’s barred status.
-
-image::media/circulation_patron_records-17.png[circulation_patron_records 17]
-
-NOTE: Barring a patron from one library bars that patron from all consortium
-member libraries.
-
-To unbar a patron, uncheck the Barred checkbox.
-
-Barred vs. Blocked
-~~~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, barring]
-
-*Barred*: Stops patrons from using their library cards; alerts the staff that
-the patron is banned/barred from the library. The ``check-out'' functionality is
-disabled for barred patrons (NO option to override – the checkout window is
-unusable and the bar must be removed from the account before the patron is able
-to checkout items). These patrons may still log in to the OPAC to view their
-accounts.
-
-indexterm:[patrons, blocking]
-
-*Blocked*: Often, these are system-generated blocks on patron accounts.
-
-Some examples:
-
-* Patron exceeds fine threshold
-* Patron exceeds max checked out item threshold
-
-A notice appears when a staff person tries to checkout an item to blocked
-patrons, but staff may be given permissions to override blocks.
-
-
-Staff-Generated Messages
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-[[staff_generated_messages]]
-indexterm:[patrons, messages]
-
-There are several types of messages available for staff to leave notes on patron records.
-
-*Patron Notes*: These notes are added via _Other_ -> _Notes_ in the patron record, and create a clickable (See Notes) message beneath the patron name on the patron record screen. These notes can be viewable by staff only or shared with the patron. Staff initials can be required. (See the section <<circulation_patron_notes,Patron Notes>> for more.)
-
-*Patron Alerts*: This type of alert is added via _Edit_ button in the patron record. It creates a non-blocking alert message which displays when the patron is retrieved. It also creates a clickable (Alert) message beneath the patron name on the patron record screen. There is currently no way to require staff initials for this type of alert. (See the section <<circulation_patron_alerts,Patron Alerts>> for more.)
-
-*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,Staff-Generated Penalties/Messages>> for more.)
-
-*Patron Message Center*: The Patron Message Center provides a way for libraries to communicate with patrons through messages that can be accessed through the patron's OPAC account. Library staff can create messages manually by adding an OPAC visible Patron Note to an account. Messages can also be automatically generated through an Action Trigger event. Patrons can access and manage messages within their OPAC account. (See the section <<patron_message_center>> for more.)
-
-Patron Alerts
-~~~~~~~~~~~~~~
-
-[[circulation_patron_alerts]]
-indexterm:[patrons, Alerts]
-
-When an account has an alert on it, a Stop sign is displayed when the record is
-retrieved.
-
-image::media/circulation_patron_records-18.png[circulation_patron_records 18]
-
-Navigating to an area of the patron record using the navigation buttons at the
-top of the record (for example, Edit or Bills) will clear the message from view.
-
-If you wish to view these alerts after they are cleared from view, they may be
-retrieved. Use the Other menu to select _Display Alert_ and _Messages_.
-
-image::media/circulation_patron_records-19.png[circulation_patron_records 19]
-
-There are two types of Patron Alerts:
-
-*System-generated alerts*: Once the cause is resolved (e.g. patron's account has
-been renewed), the message will disappear automatically.
-
-*Staff-generated alerts*: Must be added and removed manually.
-
-To add an alert to a patron account, retrieve the patron record as described
-in the section <<circulation_searching_patrons,Searching Patrons>>.
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Enter the alert text in the Alert Message field.
-
-image::media/circulation_patron_records-20.png[circulation_patron_records 20]
-
-_Save_ the record. The screen will refresh and the alert will display.
-
-Additionally, the patron name will be highlighted in yellow and a note will
-indicate that there is an alert on the account.
-
-image::media/circulation_patron_records-21.png[circulation_patron_records 21]
-
-To remove the alert, retrieve the patron record as described in the section
-<<circulation_searching_patrons,Searching Patrons>>.
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Delete the alert text in the _Alert Message_ field.
-
-_Save_ the record.
-
-The screen will refresh and the indicators for the alert will be removed from
-the account.
-
-Patron Notes
-~~~~~~~~~~~~
-
-[[circulation_patron_notes]]
-indexterm:[patrons, notes]
-
-When a patron account contains a note, a _See Notes_ message appears beneath the
-patron’s name in the patron summary pane.
-
-image::media/circulation_patron_records-22.png[circulation_patron_records 22]
-
-Notes are strictly communicative and may be made visible to the patron via their
-account on the OPAC. These notes appear in the <<_patron_message_center,
-Patron Message Center>>.
-
-image::media/circulation_patron_records-23.png[circulation_patron_records 23]
-
-To insert or remove a note, retrieve the patron record as described in the
-section <<circulation_searching_patrons,Searching Patrons>>.
-
-Open the patron record in edit mode as described in the section
-<<updating_patron_information,Updating Patron Information>>.
-
-Use the Other menu to navigate to _Notes_.
-
-image::media/circulation_patron_records-24.png[circulation_patron_records 24]
-
-Select the _Add New Note_ button. An _Add Note_ window displays.
-
-[TIP]
-================================================
-To add a box in the _Add Note_ window for staff initials and require their
-entry, see the "Require staff initials..." settings in the
-<<_library_settings_editor,Library Settings Editor>> section.
-================================================
-
-Enter note information.
-
-Select the check box for _Patron Visible_ to display the note in the OPAC.
-
-image::media/circulation_patron_records-25.png[circulation_patron_records 25]
-
-Select _Add Note_ to save the note to the patron account.
-
-To delete a note, go to _Other -> Notes_ and use the _Delete This Note_ button
-under each note.
-
-image::media/circulation_patron_records-26.png[circulation_patron_records 26]
-
-An alert will display. Click _Yes_ to delete the note or No to retain the note.
-A confirmation box will display; click _OK_.
-
-
-Staff-Generated Penalties/Messages
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-[[staff_generated_penalties]]
-To access this feature, use the _Messages_ button in the patron record.
-
-image::media/staff-penalties-1.jpg[Messages screen]
-
-Add a Message
-^^^^^^^^^^^^^
-
-Click *Apply Standing Penalty/Message* to begin the process of adding a message to the patron.
-
-image::media/staff-penalties-2.jpg[Apply Penalty Dialog Box]
-
-There are three options: Notes, Alerts, Blocks
-
-* *Note*: This will create a non-blocking, non-alerting note visible to staff. Staff will be alerted to the message by the light-blue framing around the patron name, and can view the message by clicking the _Messages_ button on the patron record. (Notes created in this fashion will not display via _Other_ -> _Notes_, and cannot be shared with the patron. See the <<circulation_patron_notes,Patron Notes>> section for notes which can be shared with the patron.)
-
-* *Alert*: This will create a non-blocking alert which appears when the patron record is first retrieved. The alert will generate a dark-blue frame around the patron name. Alerts may be viewed by clicking the _Messages_ button on the patron record or by selecting _Other_ -> _Display Alerts and Messages_.
-
-* *Block*: This will create a blocking alert which appears when the patron record is first retrieved, and which behaves much as the non-blocking alert described previously. The patron will be also blocked from circulation, holds and renewals until the block is cleared by staff.
-
-After selecting the type of message to create, enter the message body into the box. If Staff Initials are required, they must be entered into the _Initials_ box before the message can be added. Otherwise, fill in the optional _Initials_ box and click *Apply*
-
-The message should now be visible in the _Staff-Generated Penalties/Messages_ list. If a blocking or non-blocking alert, the message will also display immediately when the patron record is retrieved.
-
-image::media/staff-penalties-3.jpg[Messages on a record]
-
-Modify a Message
-^^^^^^^^^^^^^^^^
-
-Messages can be edited by staff after they are created.
-
-image::media/staff-penalties-4.jpg[Actions menu]
-
-Click to select the message to be modified, then click _Actions for these Penalties/Messages_ -> _Modify Penalty/Message_. This menu can also be accessed by right-clicking in the message area.
-
-image::media/staff-penalties-5.jpg[Modify penalty dialog box]
-
-To change the type of message, click on *Note*, *Alert*, *Block* to select the new type. Edit or add new text in the message body. Enter Staff Initials into the _Initials_ box (may be required.) and click *Modify* to submit the alterations.
-
-image::media/staff-penalties-6.jpg[Modified message in the list]
-
-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.
-
-image::media/staff-penalties-4.jpg[Actions menu]
-
-Click to select the message to be archived, then click _Actions for these Penalties/Messages_ -> _Archive Penalty/Message_. This menu can also be accessed by right-clicking in the message area.
-
-image::media/staff-penalties-7.jpg[Archived messages]
-
-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
-^^^^^^^^^^^^^^^^
-
-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.
-
-image::media/staff-penalties-4.jpg[Actions menu]
-
-Click to select the message to be removed, then click _Actions for these Penalties/Messages_ -> _Remove Penalty/Message_. This menu can also be accessed by right-clicking in the message area.
-
-Patron Message Center
-~~~~~~~~~~~~~~~~~~~~~
-
-[[patron_message_center]]
-
-Creating a Patron Message in the Patron Account
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-. Retrieve a patron account in the staff client.
-. Within the account, go to *Other -> Notes*.
-. In the Notes interface, click on *Add New Note*. A new window will pop up that allows you to create a note on the patron account.
-+
-image::media/message_center1.PNG[Message Center 1]
-+
-. Check the box next to *Patron Visible?* This will make the message appear in the patron's OPAC account.
-. Enter a subject for the message in the *Title* field.
-. Enter the body of the message in the *Note* field.
-. Enter *Initials* if staff are required to add initials to notes.
-. Click, *Add Note*. The note will now appear as a Patron Visible note in the staff client and as a Message in the patron's OPAC Account.
-+
-image::media/message_center2.PNG[Message Center 2]
-+
-. The patron visible note will also create a message in the patron account in the staff client in *Other -> Message Center*. See *Managing Patron Messages in the Staff Client* below.
-
-Creating a Patron Message using Action Triggers
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Messages can be automatically added to a patron's OPAC account by an Action Trigger event. For example, when a hold is cancelled by a library staff member, a message can be added to the patron's OPAC account to inform them of the cancellation.
-
-Action Trigger Messages are set up in *Administration -> Local Administration -> Notifications/Action Triggers*. There are several new fields in the Trigger Event Definition that allow the configuration of Patron Messages:
-
-* Message Library Path: identifies the sending library for the message. This is the patron's home library (usr.home_ou) in the stock Hold Cancellation message.
-* Message Template: contains the content of the message.
-* Message Title: appears as the subject line in the OPAC message.
-* Message User Path: determines how to identify the user the message is sent to.
-
-NOTE: If you want to send patrons a notification email and an OPAC message when their hold is cancelled, use two separate Action Triggers: one for the email notification and one for the message.
-
-Managing Patron Messages in the Staff Client
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Patron messages can be viewed and managed in the staff client within the patron account.
-
-. Retrieve a patron account in the staff client.
-. Within the account, go to *Other -> Message Center*.
-. Double click on a message to view the full title and content as well as the date and time the message was created and the date and time that the message was read. Staff can also see if a patron has deleted the message from their OPAC account (Deleted?) and can manually delete a message by marking it as Deleted.
-
-NOTE: When a message is marked deleted, the message will remain in Other -> Message Center as a record that the patron received it.
-
-NOTE: Deleting a patron visible note in Other -> Notes will not delete the patron message from the Other -> Message Center.
-
-image::media/message_center9.PNG[Message Center 9]
-
-Viewing Patron Messages in the OPAC
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Patrons will see a new tab for *Messages* in their OPAC account, as well as a notification of *Unread Messages* in the account summary.
-
-image::media/message_center11.PNG[Message Center 11]
-
-Patrons will see a list of the messages from the library by clicking on the *Messages* tab.
-
-image::media/message_center10.PNG[Message Center 10]
-
-Patrons can click on a message *Subject* to view the message. After viewing the message, it will automatically be marked as read. Patrons have the options to mark the message as unread and to delete the message.
-
-image::media/message_center12.PNG[Message Center 12]
-
-NOTE: Patron deleted messages will still appear in the patron's account in the staff client under Other -> Message Center.
-
-Merging Patron Records
-~~~~~~~~~~~~~~~~~~~~~~
-
-indexterm:[patrons, merging]
-
-When patron records are erroneously duplicated, they may be merged into one
-record. As described in the section <<circulation_searching_patrons,Searching
-Patrons>>, search for the term(s) shared by the two records.
-
-Select the two records to merge by pressing down the CTRL key and clicking each
-record.
-
-Click the _Merge Patrons_ button next to the _Search Form_ and _Retrieve Patron_
-buttons on the top of the screen.
-
-image::media/circulation_patron_records-27.png[circulation_patron_records 27]
-
-A Record Merging window will display. Compare the two records.
-
-Select the record you want to keep by checking the radio button
-_Lead Record_ next to the appropriate record.
-
-image::media/circulation_patron_records-28.png[circulation_patron_records 28]
-
-After making your selection, click the _Merge_ button. The screen will refresh.
-Only one of the two patron names will display.
-
-NOTE: Once two records have been merged, the notes, bills, holds and outstanding
-items under the non-lead record are brought to the lead record. Staff-inserted
-alert messages are not transferred from the non-lead record; lead record alerts
-are retained.
-
-Patron records may also be merged from the _Patron Group_ screen Retrieve one of
-the two patron records you want to merge.
-
-Go to _Other -> Group Member Details_.
-
-image::media/circulation_patron_records-29.png[circulation_patron_records 29]
-
-The patron records are displayed as group members. If both patron records are
-not already displayed on this screen, click _Choose an Action -> Move another
-patron to this patron group_.
-
-image::media/circulation_patron_records-30.png[circulation_patron_records 30]
-
-At the prompt, scan or type the patron's barcode.
-
-Click _OK_.
-
-Confirm the move by clicking the _Move_ button on top of the screen.
-
-image::media/circulation_patron_records-31.png[circulation_patron_records 31]
-
-Click _OK_ on the confirmation pop-up window.
-
-Both records are displayed as group members.
-
-Select both records by pressing *CTRL* key and clicking each record.
-
-Click _Choose an Action -> Merge Selected Patrons_. The merging records window
-pops up.
-
-Choose the lead record and continue to merge records as described in the above.
-
-NOTE: The merged record will still show under group members. Both members point
-to the same patron record.
-
-[[bills_and_payments]]
-Bills and Payments
-~~~~~~~~~~~~~~~~~~
-
-When a patron account has bills attached to it, a note displays under the patron
-name in the patron summary panel.
-
-image::media/circulation_patron_bills-1.png[circulation_patron_bills 1]
-
-To view more information about the patron’s bills, or to make payments on or
-edit the bills, click on the Bills button from the patron account screen.
-
-image::media/circulation_patron_bills-2.png[circulation_patron_bills 2]
-
-The Bills Interface
-^^^^^^^^^^^^^^^^^^^
-All current bills are itemized in the grid in the bills interface. Click on a
-column header to sort bills in this grid. Most columns sort alphabetically, but
-the "Total Billed" and *Total Paid* columns sort numerically.
-
-Colors distinguish bills for items that are attached to checked out, lost and
-long overdue circulations. These colors are accompanied by helpful indicators
-that define the meaning of the colors for staff.
-
-By default, circulations that are still checked out appear in bright red. The
-default indicator reads, "Red Items are still Checked out.
-
-Lost circulations will appear in dark red. The default indicator reads,
-“Dark Red Items are Lost.”
-
-When the 6 Month Overdue Mark Long-Overdue trigger event definition is enabled,
-Long Overdue circulations will appear in orange, by default. The default
-indicator reads, “Orange Items are Long Overdue.”
-
-image::media/Billed_Transaction_Color.jpg[Billed Transaction Color]
-
-Both the color distinctions and indicators are customizable. To customize, a
-change to circ.css (for the color) and lang.dtd (for the indicator) are
-required.
-
-
-[[circ_vs_grocery]]
-*Circulation bills*: system-generated (overdue fines, lost
-item cost, processing fees, etc.).
-
-* Overdue fines are added daily once an item is overdue.
-* When an item is marked as lost or long overdue, bills may be automatically
-generated to cover the item's cost and a processing fee, according to library
-policy.
-
-*Grocery bills*: staff-applied to patron accounts.
-
-* One default grocery bill, Misc, exists in an unmodified Evergreen
-installation.
-* Additional grocery bills may be configured through the Admin settings. *Admin*
- -> *Server Administration* -> *Billing Types*.
-
-To view more information about a bill, highlight the bill and right-click or use
-the _Actions for Selected Transactions_ menu to select _Full Details_.
-
-image::media/circulation_patron_bills-3.png[circulation_patron_bills 3]
-
-A window will display additional information about the bill, including a record
-of any payments that have been made on the bill.
-
-image::media/circulation_patron_bills-4.png[circulation_patron_bills 4]
-
-From the _Full Details_ screen, portions of the bill may be voided (e.g. an
-erroneous daily overdue charge) by using the _Void selected billings_ button.
-Notes may be added to payments or line items by using the _Edit note_ button.
-
-image::media/circulation_patron_bills-5.png[circulation_patron_bills 5]
-
-[[making_payments]]
-Making Payments
-^^^^^^^^^^^^^^^
-
-To collect payments, retrieve the patron record. Navigate to the _Bills_ screen
-as described in <<bills_and_payments,Bills and Payments>>.
-
-When bills are paid, the money applied starts at the top of the list of bills.
-To pay specific bills, uncheck the bills that you do not wish to pay at this
-time. The amount displayed in _Total Checked:_ will change to reflect the
-appropriate amount.
-
-image::media/circulation_patron_bills-6.png[circulation_patron_bills 6]
-
-[TIP]
-By default, Evergreen checks all bills when the bills screen loads.
-Evergreen sites can change this default by enabling the _Uncheck bills by
-default in the patron billing interface_ setting in the Library Settings
-Editor (*Administration* -> *Local Administration* -> *Library Settings Editor*). Note
-the presence of the _Uncheck All_ and _Check All_ options below the list of
-bills.
-
-image::media/circulation_patron_bills-7.png[circulation_patron_bills 7]
-
-When you are ready to make a payment, select a payment type from the dropdown
-menu in the _Pay Bill_ portion of the screen.
-
-image::media/circulation_patron_bills-8.png[circulation_patron_bills 8]
-
-Enter the amount of payment in the _Payment received_ field.
-
-If you would like to add a note to the payment, check the box for
-_Annotate Payment_.
-
-Click _Apply Payment!_ to make the payment.
-
-If you have selected _Annotate Payment_, a box will display for the annotation.
-
-The screen will refresh to display the updated bill information for the patron.
-If change is due, the bottom portion of the screen, _Change Due Upon Payment:_
-will briefly reflect the amount due to the patron.
-
-TIP: if you need more time to review the amount due, click outside the _Payment
-Received_ box before selecting _Apply Payment!_ This will cause the screen to
-refresh and display the amount due.
-
-[TIP]
-================================================
-* Items marked with red are still checked out. Items marked with dark red are
-lost. Items marked with orange are still checked out and long overdue.
-* It is possible for a patron to pay a bill while the item is still out and
-accruing fines.
-* When Check is selected as the payment type, it is not necessary to select
-_Annotate Payment_, as a box for the check number and a note displays
-automatically.
-* If a patron pays the entire bill for a lost item and the library has enabled
-the _Use Lost and Paid copy status_ setting in the Library Settings Editor
-(*Administration* -> *Local Administration* -> *Library Settings Editor*), the copy's
-status will automatically change from _Lost_ to _Lost and Paid_.
-================================================
-
-Patron Credits
-^^^^^^^^^^^^^^
-It is possible to convert change due to a patron credit by selecting the
-_Convert Change to Patron Credit_ checkbox and to later apply that credit to a
-bill by selecting the _Patron Credit_ payment type.
-
-By default, the payment type *Patron Credit* is enabled in the staff client.
-Within the Bills interface of a patron’s account, the Patron Credit payment
-type, the Credit Available, and the option to Convert Change to Patron Credit
-are exposed by default in the staff client.
-
-image::media/Default_Patron_Billing_Screen.jpg[Default Patron Billing Screen]
-
-The Library Setting, *Disable Patron Credit*, allows staff to disable the Patron
-Credit payment type and to hide patron credit payment actions within the billing
-interface of a patron’s account. If a library doesn't use patron credits, the
-library will want to enable this setting to prevent accidental selection of the
-checkbox that converts change to patron credit.
-
-When the Library Setting, *Disable Patron Credit*, is set to *True*,
-the patron credit payment type will be disabled.
-Patron Credit will not be an option within the payment type dropdown menu.
-The Convert Change to Patron Credit and the summary of Credit Available will be
-hidden from the patron billing interface in the staff client.
-
-image::media/Disabled_Patron_Credit_Patron_Billing_Screen.jpg[Disabled Patron Credit Patron Billing Screen]
-
-To set the Library Setting:
-
-. Click *Administration* -> *Local Administration* -> *Library Settings Editor*
-
-. Search for *Disable Patron Credit*
-
-. Click *Edit*
-
-. Set the value to *True*
-
-. Click *Update Setting*
-
-image::media/Disable_Patron_Credit_Library_Setting.jpg[Disable Patron Credit Library Setting]
-
-NOTE: After applying changes to this library setting, it is necessary to restart
-the staff client to see the changes take effect.
-
-
-Void vs. Forgive vs. Adjustment
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-The following are guidelines for using void, forgive, and adjust when clearing
-bills off a patron record.
-
-* Use forgive when staff is waiving a portion/all of a bill. A forgive_payment
-payment type will be used to credit the bill. The history of the bill will be
-retained.
-
-* Use void when the bill should not be on the patron record and when the goal
-is to remove the entire bill. Once voided, there will be no history of the bill
-available from the staff client. If the bill was partially paid before voiding,
-a negative balance will be produced.
-
-* Use adjust to zero when the bill should not be on the patron record and when
-the goal is to remove the balance of the bill. An account_adjustment payment
-type will be used to adjust the bill's balance. The history of the bill will be
-retained and available from the Bill History interface of the staff client.
-
-
-Forgiving Bills
-^^^^^^^^^^^^^^^
-
-Choose forgive as the payment type as described in the section
-<<making_payments,Making Payments>>.
-
-Enter the amount to be forgiven. Choose _Annotate Payment_ as required by local
-policy.
-
-Apply Payment. Annotate, if prompted.
-
-The screen will refresh to display the payment.
-
-
-Voiding Bills
-^^^^^^^^^^^^^
-
-Bills under one transaction are grouped in one bill line. Bills may be voided in
-part or in whole.
-
-*To void the full billing amount:*
-
-Select the bill(s) to be voided from the list in the patron account.
-
-Right click or use the _Actions for Selected Transactions_ menu to select _Void
-All Billings_.
-
-image::media/circulation_patron_bills-10.png[circulation_patron_bills 10]
-
-Confirm the action.
-
-*To void a partial amount:*
-
-Select a billing and choose Full Details for the transaction, as described in
-the section <circ_vs_grocery,Circulation vs. Grocery Bills>>
-
-The bill details screen displays.
-
-Select the specific bill to void.
-
-Void Selected Billings and confirm the action.
-
-image::media/circulation_patron_bills-11.png[circulation_patron_bills 11]
-
-Adjusting Bills to Zero
-^^^^^^^^^^^^^^^^^^^^^^^
-
-In the Bills interface, select the bill to adjust.
-
-Right click or use the _Actions for Selected Transactions_ menu to select
-_Adjust to Zero_.
-
-image::media/adjust_to_zero_action.png[adjust_to_zero_action.png]
-
-Confirm the action.
-
-Adding New ``Grocery'' Bills
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-A grocery bill can be added as a new bill or to an existing bill.
-
-*To add a as a new bill:*
-
-. Retrieve the patron record.
-. Navigate to the Bills screen.
-. Click the_Bill Patron_ button above the list of current bills.
-+
-image::media/circulation_patron_bills-12.png[circulation_patron_bills 12]
-+
-.Choose appropriate _Billing Type_ from the drop down menu. (``Grocery'' is the
-only available transaction type.) . Enter the Amount and Note (as required).
-.
-_Submit this Bill_ and confirm this action.
-
-image::media/circulation_patron_bills-13.png[circulation_patron_bills 13]
-
-*To add bill to an existing bill line:*
-
-. Retrieve the patron record.
-. Navigate to the Bills screen.
-. Highlight the desired bill.
-. Use the _Actions for Selected Transactions_ to select _Add Billing_.
-Confirm this action.
-. Follow steps 4 through 6 above. There is no confirmation message
-after clicking _Submit this Bill_.
-. The _Money Summary_ will adjust accordingly.
-
-Negative Balances on Patron Accounts
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If a library has not enabled Prohibit Negative Balance settings via the library
-settings editor, certain workflows and settings can create a negative balance on
-a patron's account. See...for information on settings that affect negative
-balances.
-
-[[removing_negative_balances]]
-
-*Removing negative balances from a patron account*
-
-A negative balance can be cleared either by refunding a bill or by adjusting the
-bill to zero.
-
-To refund the bill:
-
-. Select the billing with the negative balance.
-. Choose **Actions for Selected Transactions** --> **Refund**.
-. Click Yes.
-. Click Apply Payment.
-
-The refunded amount will be deducted from the cash_payment total in the
-workstations Cash Report.
-
-To clear the negative balance without affecting the Cash Report:
-
-. Right click on the billing with the negative balance.
-. Select **Adjust to zero**.
-. Click Yes.
-
-
-Bill History
-^^^^^^^^^^^^
-
-*To view a patron’s bill history:*
-
-. Retrieve the patron record.
-. From the _Bills_ screen, click _History_.
-. A _Bill History_ screen with two tabs will display. One for _Transactions_
-and one for _Payments_.
-+
-image::media/circulation_patron_bills-14.png[circulation_patron_bills 14]
-+
-. For more information about a specific billing, select the bill and click _Full
-Details_. A screen detailing item information, billings, and payments will
-display.
-
-image::media/circulation_patron_bills-15.png[circulation_patron_bills 15]
-
-Items may be deleted from the catalog even if a charge for that item is still
-attached to the patron's record. The charge will remain on the patron's account
-after the deletion.
-
+++ /dev/null
-Offline Transactions
-====================
-
-Introduction
-------------
-
-Evergreen's 'Standalone Interface' / 'Offline Interface' is designed to log
-transactions during network outage, which can be uploaded and processed once
-network operations are restored.
-
-The terms 'Offline Interface' and 'Standalone Interface' mean the same thing:
-a separate program to handle simple circulation tasks while the network is
-down.
-
-To access the *Offline Interface*, navigate to the *Staff Client login screen*
-and click *Standalone Interface*. The *Evergreen Standalone Interface* window
-opens.
-
-Patron Registration
--------------------
-Patron registration on the 'Evergreen Offline Interface' records the minimum
-patron information necessary to register a new patron.
-
-All of the fields, except for Line 2 of Billing Address, on the *Patron
-Registration* screen are required. If your library does not record information
-for any field, you need to work out a standard fake value for it, for example,
-`1900-01-01` for *Date of Birth*.
-
-The account password is automatically generated. Patrons can access their
-account with the password after the offline transactions are uploaded and
-processed.
-
-To register a patron:
-
-. Click *Register Patron* on the top menu bar. The *Patron Registration*
- window opens.
-. Fill in the form with patron information, using the drop down list if
- available.
-. Click *Save patron registration*. A confirmation dialog opens.
-. Click *OK* to finish registering the patron.
-
-Checking Out Items
-------------------
-anchor:standalone_check_out[Checking Out Items]
-
-To circulate items from the *Evergreen standalone interface*:
-
-. Click *Check Out* on the top menu bar. The *Standalone Check Out* screen
- opens.
-. Ensure that the date on the left-hand side of the menu bar is correct.
-. Enter the patron's library card barcode in the *Enter the patron's barcode*
- field by scanning or typing the barcode.
-. Ensure that the due date is correct in the *Enter the item due date* field.
- You may enter a different due date manually, or select a different duration
- from the dropdown list to select a relative due date based on the loan period.
-. Check out items:
-** For cataloged items, scan each item's barcode in *Enter the item barcode*
- field. The barcode appears on the right side of the screen.
-** For non-cataloged items:
-... Click *Choose a non-barcode option* to select a non-catalogued category
- from the drop-down list.
-... Enter the number of items you want to check out, then click OK on the prompt
- window.
-. Scan all items, changing the due date if necessary.
-. To print a receipt, select the *Print receipt?* checkbox.
-. Click *Save these transactions*.
-
-The default dates are based on your computer settings.
-
-Pre-catalogued item circulation is not available on Offline Interface. If an
-existing pre-cat barcode happens to be used, it is checked out with the
-previous author and title. If a new pre-cat barcode is attempted, an error of
-`ASSET NOT FOUND` (item not found) is returned upon processing offline
-transactions.
-
-Renew
------
-To renew an item, you must know the item's barcode number. The patron's barcode
-is optional.
-
-To renew items from the *Evergreen standalone interface*:
-
-. Click *Renew* on the top menu bar.
-+
-NOTE: The *Renew* window is very similar to the *Check Out* window. The
-differences are that a patron's barcode is optional on the *Renew* window, and
-the non-barcoded option is not available on the *Renew* window, as non-barcoded
-items can not be renewed.
-+
-. Ensure that the date on the left-hand side of the menu bar is correct.
-. '(Optional)': Enter the patron's library card barcode in the *Enter the
- patron's barcode* field by scanning or typing the barcode.
-. Ensure that the due date is correct in the *Enter the item due date* field.
- You may enter a different due date manually, or select a different duration
- from the dropdown list to select a relative due date based on the loan period.
-. For each item to be renewed, enter the item's barcode in the *Enter the item
- barcode* field. The barcode appears on the right side of the screen.
-. To print a receipt, select the *Print receipt?* checkbox.
-. Click *Save these transactions*.
-
-In-house Use
-------------
-To record in-house use transactions from the *Evergreen standalone interface*:
-
-. Click *In House Use* on the top menu bar.
-. Ensure the date is correct.
-. Enter the number of uses to record for the item in the *Enter the number of
- uses of the item* field.
-. Enter the item barcode number in the *Enter the item barcode* field.
-. Repeat the previous 2 steps until all items have been scanned.
-. To print a receipt, select the *Print receipt?* checkbox.
-. Click *Save these transactions*.
-
-Check In
---------
-To check in items from the *Evergreen standalone interface*:
-
-. Click *Check In* on the top menu bar. The *Check In* screen opens.
-. Ensure the date is correct.
-. For each item you want to check in, enter the item's barcode in the *Enter
- item barcode* field. The number is displayed on the right side of the screen.
-. To print a receipt, select the *Print receipt?* checkbox.
-. Click *Save these transactions*.
-
-NOTE: Without access to Evergreen database, items on holds or with special
-status will not be captured in offline mode.
-
-Uploading Offline Transactions
-------------------------------
-Once you are able to connect to the server, you need to upload the offline
-transactions. To avoid confusion for patrons and in the system, you should
-upload the offline transactions as soon as possible.
-
-Once you can connect to the server, there are 3 steps to uploading offline
-transactions:
-
-. Create a session: to be done by local system administrators at an
- administration workstation.
-. Upload transactions to a session: to be done by circulation staff at
- circulation workstations.
-. Process the uploaded transactions: to be done by local system administrators
- at an administration workstation.
-
-Once network connectivity has been restored, a local system administrator must
-create an offline transaction session. Then, staff can upload transactions from
-each of the workstations used in offline circulation mode to that session.
-Once all of the branch workstations have uploaded their transactions to the
-session, the manager processes all the transactions from all the workstations
-at once.
-
-Uploading transactions to the session does *not* put the transactions into the
-Evergreen database. The transactions will not be sent to the Evergreen database
-until the manager processes the session.
-
-Creating an Offline Session
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-In the Evergreen staff client:
-
-. Log into Evergreen using an account with local system administrator
- privileges.
-. Select *Admin (-) -> Offline Transaction Management* from the menu. The
- *Offline Transactions* screen opens. Previously created sessions are listed
- in the *Offline Sessions* section.
-. In the upper *Offline Sessions* section, click *Create* to create a new
- session.
-. Enter a name for the session, like `Internet Down 2012-12-02`. Click *OK*.
-. In the *Offline Sessions* section, highlight the session you created. An
- *Uploaded Transactions* section appears in the bottom of the screen.
- Initially, this section is empty.
-. Inform library staff that the session has been created and tell them the
- name of the session.
-
-Uploading Workstation Transactions to a Session
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Wait until the local system administrator has created a session and told you
-that it's ready for your upload. There may be several sessions shown on the
-*Offline Transaction Management* screen, so you will need the name of the
-correct session from your local system administrator.
-
-Each workstation used to perform offline circulation during the outage must
-upload its transactions to the offline transaction session.
-
-To upload offline transaction from a workstation to a session, perform
-the following steps in the Evergreen staff client:
-
-. Log into Evergreen with your regular username and password.
-. Select *Admin (-) -> Offline Transaction Management* from the menu. The
- *Offline Transactions* screen opens. You should see at least one session
- in the *Offline Sessions* section. You may also see older sessions.
-. In the upper *Offline Sessions* section, highlight the correct session,
- then click *Upload*. The transactions are transferred to the Evergreen
- server.
-. When the transactions have been uploaded, select the session in the *Offline
- Sessions* section. The value in the *Upload Count* column has increased by 1
- and your workstation is now listed in the *Uploaded Transactions* section.
-. Inform your local system administrator that your transaction has been
- uploaded to the session.
-
-Processing the Transactions
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-When all of the participating staff workstations have uploaded their
-transactions to the offline session, the workstation names are listed
-in the *Uploaded Transactions* section. To process the offline transactions
-and make them live on the Evergreen server:
-
-. Log into Evergreen using an account with local system administrator
- privileges.
-. Select *Admin (-) -> Offline Transaction Management* from the menu. The
- *Offline Transactions* screen opens. Previously created sessions are listed
- in the *Offline Sessions* section.
-. Highlight the correct session and, if necessary, click *Refresh* to verify
- all the participating workstations have uploaded their transactions to your
- session.
-. Click *Process*. The processing may take some time to complete, depending on
- how many transactions you have done. Click *Refresh* to see the updated
- status of the processing step. Processing is complete when the *Processing?*
- column shows `Completed`.
-
-The number in the *Transactions Processed* column is equal to the number of items
-checked out or checked in. For example, 5 transactions processed could mean that:
-
-* 5 items were checked out, or
-* 3 items were checked in and 2 items were checked out, or
-* 5 items were checked in.
-
-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 be listed as an
-exception. Those transactions causing exceptions may not be loaded into
-Evergreen database. Staff should examine the exceptions and take necessary
-action.
-
-These are a few notes about possible exceptions. It is not an all-inclusive
-list.
-
-* Checking out a DVD with the wrong date (leaving due date set at +2 weeks
- instead of +1 week) does not cause an exception.
-* Overdue books are not flagged as exceptions.
-* Checking out a reference book does not cause an exception.
-* Checking out an item belonging to another library does not cause an
- exception.
-* The *Standalone Interface* does not recognize books on hold, so no exceptions
- will be generated when matching items are checked in or checked out.
-* The *Standalone Interface* can recognize blocked, barred, and expired patrons,
- as well as lost cards, _if_ you have recently run an *Admin (-) -> Download
- Offline Patron List* action on the workstation on which you are using the
- *Standalone Interface*. You will get an error message indicating the patron
- status from within the *Standalone Interface* at check-out time.
-
-Common error messages
-^^^^^^^^^^^^^^^^^^^^^
-* `ROUTE-ITEM` - Indicates the book should be routed to another branch or
- library system. You'll need to find the book and re-check it in (online) to
- get the Transit Slip to print.
-* `COPY_STATUS_LOST` - Indicates a book previously marked as lost was found and
- checked in.
-* `CIRC_CLAIMS_RETURNED` - Indicates a book previously marked as
- claimed-returned was found and checked in.
-* `ASSET_COPY_NOT_FOUND` - Indicates the item barcode was
- mis-scanned/mis-typed.
-* `ACTOR_CARD_NOT_FOUND` - Indicates the patron's library barcode was
- mis-scanned/ mis-typed.
-* `OPEN_CIRCULATION_EXISTS` - Indicates a book was checked out that had never
- been checked in.
-* `MAX_RENEWALS_REACHED` - Indicates the item has already been renewed the
- maximum times allowed (or it’s a video/DVD).
+++ /dev/null
-RFID Product Integration
-========================
-
-Evergreen Integration with PV Supa GoodStuff RFID Reader
---------------------------------------------------------
-
-Introduction
-~~~~~~~~~~~~
-
-This feature enables the Evergreen staff client to "talk" to the PV Supa Goodstuff RFID reader so that libraries can utilize PV Supa Goodstuff's RFID technology when checking items in and out.
-
-Administration
-~~~~~~~~~~~~~~
-
-To use PV Supa Goodstuff, you must add code to the Admin module that Evergreen can use to identify the reader.
-
-
-. Click *Admin* -> *Workstation Admin* -> *Server Add-ons*.
-
-. Enter the code, pv_supa_goodstuff, to identify PV Supa Goodstuff in the *Active Server Add-Ons* field.
-
-. Click *Update Active Add-Ons*.
-
-. Look at the next field, *Add-on Preferences*. Enter information in the *GoodStuff* tab.
-
-. Check the *Enabled* check box to enable this add-on.
-
-. Enter the *IP/Hostname* of the hardware.
-
-. Enter the *port*.
-
-. Click *Update*.
-
-
-
-Using RFID at the Circulation Desk
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-RFID functionality is available in the Circulation module via the check-out interface, the check-out function in the patron account, and the check-in interface.
-
-
-From the *Check-Out* interface (F1):
-
-. Check the RFID checkbox if your library cards have embedded RFID chips that Evergreen can use to retrieve the patron barcode. RFID check boxes appear only if appropriate code words have been added in the Server Add-Ons.
-
-. Place the patron's library card and/or item(s) on the PV Supa Goodstuff Reader. Evergreen will take you to the patron's account. If item(s) with RFID chips have also been placed on the reader, and the corresponding checkbox is checked, then Evergreen will scan the item(s) into the patron's account.
-
-NOTE: RFID check boxes are sticky, so if you have checked an RFID box once, then it will continue to be checked when you re-open the interface.
-
-NOTE: If you do not use RFID chips to retrieve patrons' accounts, then leave the RFID box unchecked. You can scan a patron barcode with a barcode scanner, and Evergreen will retrieve the patron data without using the RFID feature. From the patron's account, Evergreen can check out items using the RFID reader. See the next section for details.
-
-. Click *Done* to complete the transaction, or close the window.
-
-
-
-
-From the Check-Out tab in a patron's record:
-
-
-. Open a patron's record, and stack the item(s) to be checked out on the RFID reader. To retrieve item data using the RFID chips embedded in the item barcodes, click the *RFID* check box at the bottom of the patron account. When this box is checked, Evergreen will read the item(s) that are stacked on the RFID reader, check out the item(s), and disable the security bits.
-
-
-. Click *Done* to complete the transaction, or close the window.
-
-NOTE: Evergreen pop-up messages, such as an Alert Message or Item Already Circulating may appear during transactions. Two new dialogs specific to PV Supa Goodstuff may also appear. One dialog, Incomplete Sets, allows you to continue checking out an incomplete set, such as a CD collection, or you can ask the hardware to rescan the RFID tags to look again for a full set. The second dialog allows you to manually attempt to set or unset the security bit on an item if the automatic attempt failed.
-
-
-
-
-From the *Check In* interface:
-
-. Click the *RFID* check box.
-
-. Place the items on the PV Supa Goodstuff Reader.
-
-. Evergreen will tell the reader to check in the item(s) and enable the security bits. The item(s) appear in a list on the screen.
-
+++ /dev/null
-Installing the Staff Client
----------------------------
-
-Installing on Windows
-~~~~~~~~~~~~~~~~~~~~~
-
-anchor:installing_staff_client_on_Windows[]
-
-indexterm:[staff client, installation, Windows]
-
-Official Evergreen releases have corresponding Windows based staff clients ready
-to use.
-
-. Download the staff client from http://www.open-ils.org/downloads.php.
-+
-[NOTE]
-===============
-The version of your staff client will
-need to match the version of your Evergreen server. If you are unsure about the
-version of your Evergreen server, contact your system administrator.
-===============
-+
-. Click on the downloaded Evergreen setup file.
-. Click _Next_ to begin installation:
-+
-image::media/staff_client_installation_0.png[]
-+
-. Click _Next_ to accept
-destination folder.
-+
-image::media/staff_client_installation_1.png[]
-+
-. Click _Install_.
-+
-image::media/staff_client_installation_2.png[]
-+
-. A pop-up should appear indicating that Evergreen has been installed.
-Click _Finish_ to complete the installation.
-
-image::media/staff_client_installation_3.png[]
-
-When you login to Evergreen from the workstation for the first time, you will
-also need to <<register_workstation,register your workstation>>.
-
-Installing on Linux
-~~~~~~~~~~~~~~~~~~~
-
-indexterm:[staff client, installation, Linux]
-
-. On the Evergreen *server*, navigate to the `staff_client` directory inside
- the Evergreen source:
-+
-[source, bash]
---------
-cd /path/to/Evergreen/Open-ILS/xul/staff_client
---------
-+
-. As the *root* user, build release versions of staff clients for both
- 32-bit and 64-bit Linux systems:
-+
-[source, bash]
---------
-make rigrelease rebuild linux32-updates-client linux64-updates-client
-make install
---------
-+
-This builds and copies two staff client tarballs for Linux to the `updates`
-directory on the Web server.
-+
-. As the *root* user, reset the ownership of the Evergreen install directory
- to the *opensrf* user. For example, if your install directory is `/openils`:
-+
-[source, bash]
---------
-chown -R opensrf:opensrf /openils
---------
-+
-. On your staff client workstation, download the 32-bit or 64-bit version of
- the staff client from your Web server at
- http://hostname/updates/manualupdate.html (where _hostname_ represents the
- hostname of your Web server).
-. On your staff client workstation, create a directory with the name of your
- staff client and version.
-. Extract the tar files into that directory.
-. Within the directory, click on the `evergreen` file to start the program.
-+
-Or, you can run the program from a terminal (command line). For example, if the
-staff client files were extracted to a directory called `evergreen_client` in
-your home directory, you can run it with:
-+
-[source, bash]
---------
-~/evergreen_client/evergreen
---------
-
-Registering a Workstation
-~~~~~~~~~~~~~~~~~~~~~~~~~
-
-anchor:register_workstation[]
-
-
-indexterm:[staff client, registering a workstation]
-
-Before you can connect to Evergreen from your staff client, you will need to
-register your workstation when you try to login.
-
-[NOTE]
-===============
-You will need the permissions to add workstations to your network. If you do
-not have these permissions, ask your system administrator for assistance.
-===============
-
-. When you login for the first time, a red box will appear around your workstation
-information on the right side of the screen.
-+
-image::media/staff_client_installation_4.png[]
-+
-. Create a unique workstation name or use the default computer name provided.
-. Click _Register_
-. You will now be able to log into the system.
-
-Removing Staff Client Preferences
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-
-indexterm:[staff client, removing user preferences]
-indexterm:[staff client, removing user settings]
-
-Windows
-^^^^^^^
-
-When you uninstall the Evergreen staff client code from your system, the staff
-client preferences and cached data are not removed from your system. This can
-be a problem if, for example, you have registered your workstation with the
-wrong library; or if you have chosen a display language (locale) that is broken
-and will not let you start up the client again
-
-On Windows, you can uninstall the Evergreen staff client code using the
-Add/Remove Programs menu.
-
-To remove the staff client preferences and cached data entirely on Windows,
-there are two directories that you must delete completely (where _<profile>_
-represents your user profile name):
-
-* *C:\Documents and Settings\<profile>\Application Data\OpenILS*
-* *C:\Documents and Settings\<profile>\Local Settings\Application Data\OpenILS*
-
-You might need to change the preferences in Windows Explorer to display hidden
-files (Tools -> Folder Options… -> View).
-
-Linux
-^^^^^
-
-To remove the staff client preferences and cached data from your user account
-on Linux, there is one directory that you must delete completely:
-
-[source, bash]
-----------
-rm -fr ~/.openils
-----------
-
projects / evergreen / tadl.git / commitdiff
