<section xml:id="addingandeditingitems">\r
<title>Adding and Editing Items</title>\r
<section xml:id="adingholdingstotitlerecords">\r
- <title>Adding Hldings to Title Rcords</title> \r
+ <title>Adding Holdings to Title Rrcords</title> \r
<procedure>\r
- <title>To add local volume and copy information to a record:</title> \r
<step><para>Retrieve an existing bibliographic record.</para></step>\r
<step><para>Actions for this Record->Holdings Maintenance.</para></step>\r
- <step><para>The Record opens in “record summary” view. To display existing volume and copy records, check the boxes for “Show Volumes” and “Show Items.” \r
- These boxes are “sticky” and will remain checked for the login until manually de-selected.</para></step>\r
+ <step><para>The Record opens in <emphasis>record summary</emphasis> view. To display existing volume and copy records, check the boxes for <emphasis>Show Volumes</emphasis> and <emphasis>Show Items.</emphasis> \r
+ These boxes are <emphasis>sticky</emphasis> and will remain checked for the login until manually de-selected.</para></step>\r
\r
<step><para>Highlight the appropriate library from the display.</para></step>\r
- <step><para>Actions for Selected Rows -> Add Volumes.</para></step>\r
+ <step><para>Select <menuchoice><guimenu>Actions for Selected Rows</guimenu> <guimenuitem>Add Volumes</guimenuitem></menuchoice>.</para></step>\r
<step><para>Use Tab or Enter to move through the displayed fields (# of volumes, call number, copies, and barcodes).</para></step>\r
<note><para>New boxes will display after Enter or Tab is selected. If a call number exists in the MARC record, use Apply to bring it in to the volume \r
record.</para></note>\r
<title>Copy Alerts</title>\r
<para>Copy alerts are useful alerts for physical item copies.</para>\r
<para>Staff must be granted permission to override alerts at checkout or checkin.</para> \r
+ <para>Creating copy alerts:</para> \r
<procedure>\r
- <title>Creating copy alerts:</title> \r
<step><para><menuchoice><guimenu>Search</guimenu><guimenuitem>for copies by Barcode</guimenuitem></menuchoice>.</para></step>\r
<step><para>Enter an item barcode.</para></step>\r
<step><para>Select the row.</para></step>\r
<step><para>Click <guibutton>Modify Copies</guibutton>.</para></step>\r
</procedure>\r
<note><para>Copy alerts must be manually removed. Follow the same process, but delete the text in the Alert Message box, to remove copy alerts.</para></note> \r
+ <para>Adding or removing copy alerts to or from multiple items:</para> \r
<procedure>\r
- <title>Adding or removing copy alerts to or from multiple items:</title> \r
<step><para>Retrieve items to the <emphasis>Item Status</emphasis> screen.</para></step>\r
<step><para>Select all items to be changed by highlighting the first item in the list, holding down the <keycap>Shift</keycap> key, and clicking on the last item. Select several, non-sequential items, by holding down the <keycap>Ctrl</keycap> key and clicking on the required items.</para></step>\r
<step><para>Continue to <emphasis>Edit Item Attributes</emphasis>, as above.</para></step>\r
<section xml:id="copynotes">\r
<title>Copy Notes</title>\r
<para>Copy notes are informational only. They may be internal or made available to the public in the OPAC.</para>\r
+ <para>Accessing copy notes from the copy editor:</para> \r
<procedure>\r
- <title>Accessing Copy Notes From the Copy Editor:</title> \r
<step><para>Click <guibutton>Copy Notes</guibutton>.</para></step>\r
<step><para>If a note exists, it will display with a yellow background.</para></step>\r
<step><para>Click <guibutton>Add Note</guibutton> to create a new copy note. Select the <guilabel>Public</guilabel> checkbox to make the note visible in \r
<section xml:id="ImportingMARCRecords-Z39">\r
<title>Importing MARC Records via the Z39.50 Interface</title>\r
<procedure>\r
- <title>To access Z39.50:</title> \r
<step><para><menuchoice><guimenu>Cataloging</guimenu> <guimenuitem>Import Record from Z39.50</guimenuitem></menuchoice></para></step>\r
<step><para>Select single or multiple pre configured Z39.50 targets from the list. Only subscription services require logins. Once databases have \r
been selected, click <guibutton>Save as Default</guibutton> to save the services to be searched and any usernames/passwords. These will be automatically selected the next \r
<section xml:id="importingrecords">\r
<title>Importing Records</title>\r
<procedure>\r
- <title>To access Z39.50:</title> \r
<step><para>Highlight the record and click <guibutton>MARC Editor for Import</guibutton>.</para></step>\r
<step><para>The record opens in the MARC Editor. Edit fixed and bibliographic fields. </para></step>\r
<step><para>When finished, click <guibutton>Import Record</guibutton>.</para></step> \r
<para>Title records that do not already exist in the Evergreen database may be uploaded directly to the catalog through vendor-supplied MARC files. Multiple title records \r
can be uploaded and added at the same time.</para>\r
<procedure>\r
- <title>To upload MARC files:</title> \r
<step><para><menuchoice><guimenu>Cataloging</guimenu> <guimenuitem>MARC Batch Import/Export</guimenuitem></menuchoice>.</para></step>\r
<step><para>The MARC File Upload page opens and displays the Import Records form.</para></step>\r
<step><para>Complete the form, creating a new Upload Queue. \r
<para>New MARC records may be created in Evergreen using MARC templates. For detailed information on MARC standards, visit the Library of Congress website: \r
<ulink url='http://www.loc.gov/marc/'>http://www.loc.gov/marc/</ulink></para>\r
<procedure>\r
- <title>To access MARC templates:</title> \r
<step><para><menuchoice><guimenu>Cataloging</guimenu> <guimenuitem>Create New Marc Record</guimenuitem></menuchoice>.</para></step>\r
<step><para>The MARC Template screen will open.</para></step>\r
<step><para>Select the appropriate template and click <guibutton>Load</guibutton>.</para></step> \r
<section xml:id="editingMARCrecords">\r
<title>Editing MARC Records</title>\r
<procedure>\r
- <title>To access the MARC Editor: </title> \r
<step><para>Retrieve the record.</para></step>\r
<step><para><menuchoice><guimenu>Actions for this Record</guimenu> <guimenuitem>MARC Edit</guimenuitem></menuchoice>. </para></step>\r
<step><para>The MARC record will display. </para></step>\r
<title>MARC Record Leader and MARC fixed field 008</title>\r
<para>Parts of the leader and the 008 field can be edited in the MARC Editor via the fixed field editor box displayed above the MARC record. Information about the leader and \r
the 008 can be found on the Library of Congress’s MARC Standards page at <ulink url='http://www.loc.gov/marc/'>http://www.loc.gov/marc/</ulink>.</para>\r
+ <title>To edit the MARC record leader:</title> \r
<procedure>\r
- <title>To edit:</title> \r
<step><para>Retrieve and display the appropriate record in MARC Edit view.</para></step>\r
<step><para><emphasis>Click</emphasis> into any box displayed in the fixed field editor.</para></step>\r
<step><para>Press <keycap>Tab</keycap> or use the mouse to move between fields. </para></step> \r
<para>In Evergreen, a record must be <emphasis>marked</emphasis> for overlay. The mark for overlay is by login. Only one record at a time may be marked for overlay. When another \r
record is marked for overlay, the previously marked item is <emphasis>de-marked</emphasis>. Once a record is marked, it remains marked until overlaid or until the user logs out \r
of Evergreen.</para> \r
+ <para>Marking a record for overlay:</para> \r
<procedure>\r
- <title>Marking a Record for Overlay</title> \r
<step><para>Search for and retrieve a record for overlay.</para></step>\r
<step><para>Select <menuchoice><guimenu>Actions for this Record</guimenu> <guimenuitem>Mark for Overlay</guimenuitem></menuchoice>. Record is now \r
<emphasis>marked</emphasis>.</para></step>\r
</procedure>\r
+ <para>Overlaying the marked record:</para> \r
<procedure>\r
- <title>Overlaying the Marked Record</title> \r
<step><para>Once the record is marked for overlay, proceed to search for and import the new record from a Z39.50 target.</para></step>\r
<step><para>Select <menuchoice><guimenu>Cataloging</guimenu> <guimenuitem>Import Record from Z39.50</guimenuitem></menuchoice>.</para></step>\r
<step><para>Choose targets and enter search terms.</para></step>\r
<title>Cataloging Templates</title>\r
<para>This section explains creating, using, exporting, and importing item record templates for cataloging. Use of templates enhances item creation and helps ensure \r
consistency in record format in the database.</para> \r
+ <para>Creating item templates:</para> \r
<procedure>\r
- <title>Creating Item Templates</title> \r
<step><para>Search for and retrieve a record.</para></step>\r
<step><para>Select <menuchoice><guimenu>Actions for this Record</guimenu> <guimenuitem>Holdings Maintenance</guimenuitem></menuchoice>.</para></step> \r
<step><para>Select an item record in list and click <menuchoice><guimenu>Actionsfor Selected Rows</guimenu> <guimenuitem>Edit Item Attributes</guimenuitem></menuchoice>.\r
<step><para>Click <guibutton>Close</guibutton> to exit the Copy Editor.</para></step> \r
</procedure>\r
<para>Once item templates have been created, they may be employed when items are added to the database.</para>\r
+ <para>Using item templates:</para> \r
<procedure>\r
- <title>Using Item Templates</title> \r
<step><para>Retrieve a record and display volumes.</para></step>\r
<step><para>Select the appropriate volume.</para></step> \r
<step><para><menuchoice><guimenu>Actions for this Row</guimenu> <guimenuitem>Add Items</guimenuitem></menuchoice>.</para></step>\r
<step><para>Click <guibutton>OK</guibutton>.</para></step> \r
</procedure>\r
<para>Saved templates are only viewable by the login that created them. Templates must be exported in order to share templates amongst staff members.</para>\r
+ <para>Exporting Item Templates</para> \r
<procedure>\r
- <title>Exporting Item Templates</title> \r
<step><para>Click <guibutton>Export</guibutton> in the top left hand corner of the Copy Editor. This will export all templates for the user.</para></step>\r
<step><para>Select where the template should be saved on the workstation, name the file, and click <guibutton>Save</guibutton>. </para></step> \r
<step><para>Click <guibutton>OK</guibutton>.</para></step> \r
</procedure>\r
+ <para>Importing templates</para> \r
<procedure>\r
- <title>Importing Templates</title> \r
<step><para>Click on <guibutton>Import</guibutton> in the top left hand corner of the Copy Editor.</para></step>\r
<step><para>Navigate to the file’s location, select the file and click <guibutton>Open</guibutton>.</para></step> \r
<step><para>Click <guibutton>OK</guibutton>.</para></step> \r
record buckets and vice versa.</para></note>\r
<para>Buckets may be created independently of accessing records or they may be created from a record view.</para>\r
<procedure>\r
- <title>Creating Record Buckets Independent of Any Record</title> \r
<step><para><menuchoice><guimenu>Cataloging</guimenu> <guimenuitem>Manage Record Buckets</guimenuitem></menuchoice>.</para></step>\r
<step><para><menuchoice><guimenu>Bucket Actions </guimenu> <guimenuitem> New Bucket</guimenuitem></menuchoice>.</para></step> \r
<step><para>Name the bucket and click <guibutton>OK</guibutton>.</para></step> \r
identified.</para></step> \r
<step><para>All buckets created by this login are available in the drop down menu.</para></step> \r
</procedure>\r
+ <para>Creating record buckets from within a record:</para> \r
<procedure>\r
- <title>Creating Record Buckets from Within a Record</title> \r
<step><para>Search for, retrieve, and display the desired bibliographic record.</para></step>\r
<step><para>Choose <menuchoice><guimenu>Actions for this Record</guimenu> <guimenuitem>Add to Bucket</guimenuitem></menuchoice>.</para></step> \r
<step><para>Select <guimenuitem>Add to New Bucket</guimenuitem>.</para></step> \r
</procedure>\r
<para>Once a bucket has been added, records may be added to it.</para>\r
<procedure>\r
- <title>Adding Records to Buckets</title> \r
<step><para>Search for, retrieve, and display the desired bibliographic record.</para></step>\r
<step><para>Choose <menuchoice><guimenu>Actions for this Record</guimenu> <guimenuitem>Add to Bucket</guimenuitem></menuchoice>.</para></step> \r
<step><para>Select the appropriate bucket and click <guibutton>Add to Selected Bucket</guibutton>.</para></step> \r
<step><para>To confirm this action, go back to the Record Bucket tab. The bucket now contains the record.</para></step> \r
<step><para>Continue to add records, if required.</para></step> \r
</procedure>\r
+ <para>To work from within the buckets module:</para> \r
<procedure>\r
- <title>To work from within the Buckets module:</title> \r
<step><para>Choose <menuchoice><guimenu>Cataloging </guimenu> <guimenuitem> Manage Record Buckets</guimenuitem></menuchoice>.</para></step>\r
<step><para>Select the Record Query tab on the left side of the screen.</para></step> \r
<step><para>Select the appropriate bucket and click <guibutton>Add to Selected Bucket</guibutton>.</para></step> \r
<title>Adding Copy Records to Copy Buckets</title>\r
<para>While creating copy buckets is similar to creating record buckets (simply choose Copy Buckets in the menu choice), there are significant differences in adding copy \r
records to a bucket. Records must be added to copy buckets from the copy record level. This may be done from several locations within the Evergreen client.</para> \r
+ <para>From the holdings maintenance record summary screen:</para> \r
<procedure>\r
- <title>From the Holdings Maintenance Record Summary screen:</title> \r
<step><para>Select the required record and choose <menuchoice><guimenu>Actions for Selected Rows</guimenu> <guimenuitem>Add Items to Buckets</guimenuitem>\r
</menuchoice>.</para></step>\r
<step><para>Add the record to an existing bucket or create a new bucket on the fly.</para></step> \r
<step><para>The copy record is now in the selected bucket. The displayed data differs slightly from the Record Bucket view.</para></step> \r
</procedure>\r
+ <para>From the item status (<keycap>F5</keycap>) screen:</para> \r
<procedure>\r
- <title>From the Item Status (<keycap>F5</keycap>) screen:</title> \r
<step><para>Select the required record(s) and choose <menuchoice><guimenu>Actions for Catalogers</guimenu> <guimenuitem>Add Items to Buckets</guimenuitem>\r
</menuchoice> or choose <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Add to Item Bucket</guimenuitem>\r
</menuchoice>.</para></step>\r
<step><para>Select the desired bucket and click <guibutton>Add to Selected Bucket</guibutton> or <guibutton>Create a New Bucket</guibutton>.</para></step> \r
</procedure>\r
+ <para>From within the copy buckets module:</para> \r
<procedure>\r
- <title>From within the Copy Buckets module:</title> \r
<step><para>Enter item barcode(s) into the Pending Copies barcode box.</para></step>\r
<step><para>Click <guibutton>Submit</guibutton>.</para></step>\r
<step><para>Item(s) will display. </para></step>\r
<section xml:id="WorkingwithRecordsinaBucket">\r
<title>Working with Records in a Bucket</title>\r
<para>Once records have been placed in a bucket, a variety of functions may be performed. </para> \r
+ <para>To batch edit records:</para> \r
<procedure>\r
- <title>To batch edit records:</title> \r
<step><para>Access the Copy Bucket view by choosing <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Copy Buckets</guimenuitem>\r
</menuchoice>.</para></step>\r
<step><para>Select the appropriate bucket from the drop down menu.</para></step> \r
</procedure>\r
<caution><para>Use caution when using the Transfer to Specific Volume action.</para></caution> \r
\r
+ <para>Removing records from buckets:</para> \r
<procedure>\r
- <title>Removing Records from Buckets</title> \r
<step><para>select the desired record.</para></step>\r
<step><para>Click <guibutton>Remove Selected from Bucket</guibutton></para></step>\r
</procedure>\r
<para>The same procedure is used for both Record and Copy Buckets</para>\r
+ <para>Retrieving Shared Buckets:</para> \r
<procedure>\r
- <title>Retrieving Shared Buckets</title> \r
<step><para>Access the copy or record bucket management screen as described above.</para></step>\r
<step><para>In drop down menu beside <guimenu>Choose a bucket…</guimenu> select <guimenuitem>Retrieve shared bucket</guimenuitem>.</para></step>\r
<step><para>Enter the desired bucket number and click <guibutton>OK</guibutton>.</para></step>\r
in a Z39.50 target.</para>\r
<para>Any volume and copy records or holds associated with the brief record will be transferred to the full record upon merging.</para> \r
<procedure>\r
- <title>To merge bibliographic records:</title> \r
<step><para>Create a bucket for the records you wish to merge.</para></step>\r
<step><para>Identify records to be merged and add them to the bucket.</para></step> \r
<step><para>Retrieve the bucket by selecting <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Record Buckets</guimenuitem>\r
<section xml:id="PrintingSpineandPocketLabels">\r
<title>Printing Spine and Pocket Labels</title>\r
<para>Copy buckets may be used to group items requiring labels.</para>\r
+ <para>Locate the correct copy bucket:</para> \r
<procedure>\r
- <title>Locate the correct copy bucket:</title> \r
<step><para>Select <guimenuitem>Show Status</guimenuitem>.</para></step>\r
<step><para>Items display in the Item Status screen.</para></step> \r
<step><para>Select items requiring labels (hold the <keycap>Ctrl</keycap> key down and click the required items to select multiple items; if all items require labels, hold the \r
</section>\r
<section xml:id="DeletingRecords">\r
<title>Deleting Records</title>\r
+ <para>For batch deletions:</para> \r
<procedure>\r
- <title>Batch Deletions</title> \r
<step><para>Create a copy bucket for the items to be deleted (<menuchoice><guimenu>Cataloging</guimenu> <guimenuitem>Manage Copy Buckets</guimenuitem>\r
</menuchoice>; create a New Bucket</para></step> \r
<step><para>Enter the barcodes for the to-be-deleted items into the Pending Copies section of the Copy Buckets screen.</para></step> \r
<para>When all items have been deleted from a bibliographic record, the bibliographic record is also deleted from the system. The record may still be retrieved through the client, \r
but will display as Deleted. These records will not display in the OPAC.</para>\r
<para>Individual item records may be deleted from the Holdings Maintenance screen.</para>\r
+ <para>To delete individual records:</para> \r
<procedure>\r
- <title>Deleting Individual Records</title> \r
<step><para>Highlight the item (barcode) to be deleted.</para></step> \r
<step><para>Select <menuchoice><guimenu>Actions for Selected Rows</guimenu> <guimenuitem>Delete Items</guimenuitem>\r
</menuchoice>.</para></step> \r
<step><para>Choose <menuchoice><guimenu>Actions for this Record</guimenu> <guimenuitem>Delete Record</guimenuitem>\r
</menuchoice>.</para></step> \r
</procedure>\r
+ <para>To restore records:</para> \r
<procedure>\r
- <title>Restoring Records</title> \r
<step><para>Retrieve the record through the staff client.</para></step> \r
<step><para><menuchoice><guimenu>Actions for this record</guimenu> <guimenuitem>Undelete Record</guimenuitem></menuchoice>.</para></step> \r
<step><para>Confirm the action by selecting the checkbox and Undelete in the resulting popup box.</para></step> \r
<section xml:id="CloneUser">
<title>Clone User from Existing Group Member</title>
<procedure>
- <title>Create a new patron record – and patron group member – by cloning an existing patron record:</title>
<step><para>Open patron record, click <guibutton>Other</guibutton>.</para></step>
<step><para>Select Group.</para></step>
<step><para>Highlight a group member to clone and <emphasis>right click</emphasis>.</para></step>
<section xml:id="barringapatron">
<title>Barring a Patron</title>
<procedure>
- <step>Select <guimenuitem>4: Groups and Permissions</guimenuitem>. Select the <guilabel>Barred</guilabel> checkbox.</step>
- <step>The Alert Message is required.</step>
- <step>Click <menuchoice><guimenu>Finish</guimenu><guimenuitem>Save User</guimenuitem></menuchoice>.</step>
+ <step><para>Select <guimenuitem>4: Groups and Permissions</guimenuitem>. Select the <guilabel>Barred</guilabel> checkbox.</para></step>
+ <step><para>The Alert Message is required.</para></step>
+ <step><para>Click <menuchoice><guimenu>Finish</guimenu><guimenuitem>Save User</guimenuitem></menuchoice>.</para></step>
</procedure>
- <note>Barring a patron from one library bars that patron from all consortium member libraries.</note>
+ <note><para>Barring a patron from one library bars that patron from all consortium member libraries.</para></note>
<para>To unbar a patron, uncheck the <guilabel>Barred</guilabel> checkbox and remove the alert message.</para>
<para>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
</listitem>
<listitem>
<para>Staff-generated alerts: must be removed manually. – Yellow background in summary</para>
- <procedure><title>To insert:</title>
- <step><para><menuchoice><guimenu>Edit</guimenu> <guimenuitem>Groups and Permissions</guimenuitem></menuchoice></para></step>
+ <para>To insert an alert:</para>
+
+ <procedure>
+ <step><para>Select <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Groups and Permissions</guimenuitem>
+ </menuchoice></para></step>
<step><para>Alert Message field.</para></step>
<step><para>Finish and <guibutton>Save User</guibutton>.</para></step>
</procedure>
- <procedure><title>To remove:</title>
+ <para>To remove an alert:</para>
+ <procedure>
<step><para>Click <guibutton>Clear</guibutton> button under the Alert Message box.</para></step>
<step><para>Save the record.</para></step>
</procedure>
<title>Patron Notes</title>
<para>See Notes message appears</para>
<para>Notes are strictly communicative and may made visible to the patron, via their account on the OPAC.</para>
+ <para>To insert/remove a note:</para>
<procedure>
- <title>To insert/remove a note:</title>
<step><para>Open a patron record, click <guibutton>Other</guibutton></para></step>
<step><para>Select <guimenuitem>Notes</guimenuitem>.</para></step>
<step><para>Click Add New Note.</para></step>
</section>
<section xml:id="mergingpatronrecords">
<title>Merging Patron Records</title>
- <procedure><title>From the Patron Search screen:</title>
+ <para>From the Patron Search screen:</para>
+ <procedure>
<step><para>Search by the terms shared by the two records</para></step>
<step><para>Select the two records to merge by pressing down the <keycap>CTRL</keycap> key and clicking each record. </para></step>
<step><para>Click <guibutton>Merge Patrons</guibutton>.</para></step>
<note><para>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.</para></note>
</procedure>
- <procedure><title>From the Patron Group screen:</title>
+ <para>From the Patron Group screen:</para>
+ <procedure>
<step><para>Retrieve one of the two patron records you want to merge. Go to <menuchoice><guimenu>Other</guimenu> <guimenuitem>Group</guimenuitem></menuchoice>.</para></step>
- <step><para>The patron record is displayed as a group member. Click Choose <menuchoice><guimenu>Action</guimenu> <guimenuitem>Move another patron to this
+ <step><para>The patron record is displayed as a group member. Choose <menuchoice><guimenu>Action</guimenu> <guimenuitem>Move another patron to this
patron group</guimenuitem></menuchoice>.</para></step>
<step><para>At the prompt, scan or type the patron's barcode. Click <guibutton>OK</guibutton>.</para></step>
<step><para>Confirm the move by clicking the <guibutton>Move</guibutton> button on top of the screen. Click <guibutton>OK</guibutton> on the confirmation pop-up window.
</para></step>
<step><para>Both records are displayed as group members. Select both records by pressing the <keycap>CTRL</keycap> key and clicking each
- record. Click Choose an Action->Merge Selected Patrons.</para></step>
+ record. Choose <menuchoice><guimenu>Action</guimenu><guimenuitem>Merge Selected Patrons</guimenuitem></menuchoice>.</para></step>
<step><para>The merging records window pops up. Choose the lead record and continue to merge records as described in
Step 4.</para></step>
<note><para>The merged record will still show under group members. Both members point to the same patron
<para>Non-cataloged circulation: circulation of items that are not in the catalog and do not have a barcode.</para>
<section xml:id="checkout">
<title>Check Out (<keycap>F1</keycap>)</title>
- <procedure><title>Regular Items:</title>
+ <para>To check out regular items:</para>
+ <procedure>
<step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to access <emphasis>Retrieve Patron by Barcode</emphasis></para></step>
<step><para>Scan the patron barcode</para></step>
<step><para>Patron Account opens to the Check Out function tab</para></step>
<para>Pre-cat items are those items that have yet to be added to the database or that have barcode labels, but are not attached to an existing bibliographic record.</para>
<caution><para>ONLY use Pre-Cat Checkout as a last resort, such as when a patron brings the item to the desk from the shelf and MUST have it that day. Otherwise,
ask the patron to wait until you can have the item correctly processed.</para></caution>
+ <para>From the check out screen:</para>
<procedure>
- <title>From the Check Out screen:</title>
<step><para>Scan the item barcode.</para></step>
<step><para>An alert will appear stating: <emphasis>Mis-scan or non-cataloged item</emphasis>.</para></step>
<step><para>To continue with check out, click <guibutton>Pre-cataloged</guibutton>.</para></step>
<step><para>Enter title and author information and click <guibutton>Checkout</guibutton>.</para></step>
<step><para>Item is added to the list of Check Outs</para></step>
</procedure>
- <procedure><title>Checking In Pre-cataloged Items</title>
+ <para>Checking in pre-cataloged items</para>
+ <procedure>
<step><para>Scan the item barcode.</para></step>
<step><para>An alert will appear stating: "This item needs to be routed to Cataloging"</para></step>
<step><para>Click <guibutton>OK</guibutton>.</para></step>
patron's record.</para>
<para>No fines accrue.</para>
<para>Circulation statistics are collected.</para>
- <procedure><title>From the Check Out screen:</title>
+ <para>From the Check Out screen:</para>
+ <procedure>
<step><para>Click <guibutton>Check Out</guibutton> button or hit <keycap>F1</keycap> to access <emphasis>Retrieve Patron by Barcode</emphasis>.</para></step>
<step><para>Scan patron barcode.</para></step>
<step><para>The Patron Account opens to Check Out function tab.</para></step>
</section>
<section xml:id="checkin">
<title>Check In (F2)</title>
- <procedure><title>Regular check in:</title>
+ <para>Regular check in:</para>
+ <procedure>
<step><para>Click <guibutton>Check In</guibutton> button or hit <keycap>F2</keycap> to open Item Check In tab.</para></step>
<step><para>Scan item barcode.</para></step>
<step><para>Continue to scan barcodes until all items are discharged.</para></step>
<title>Renewal and Editing Item's Due Date</title>
<para>Checked-out items can be renewed according to library policy. The new due date is calculated from the renewal
date. Existing loans may be extended to a specific date by editing the due date.</para>
+ <para>To renew items:</para>
<procedure>
- <title>Renewal</title>
<step><para>Retrieve the patron record.</para></step>
<step><para>Items Out screen.</para></step>
<step><para>Select item(s) to renew. </para></step>
<step><para>To view the new due date, click <guimenuitem>Refresh</guimenuitem>.</para></step>
</procedure>
<para>Renewal may also be done from the Items Status screen. See <xref linkend="itemstatus"/>.</para>
+ <para>Editing the due date of items:</para>
<procedure>
- <title>Editing the Due Date</title>
<step><para>From the patron record, open Items Out tab</para></step>
<step><para>Highlight the item, <emphasis>right click</emphasis>, and select <guimenuitem>Edit Due Date</guimenuitem></para></step>
<step><para>To update multiple items highlight the first item, press and hold <keycap>Ctrl</keycap>, highlight additional items</para></step>
</section>
<section xml:id="lostclaimedreturned">
<title>Marking Items “Lost” and “Claimed Returned”</title>
-
+ <para>To mark items as lost</para>
<procedure>
- <title>Lost Items</title>
<step><para>Retrieve the patron record.</para></step>
<step><para>Click <guimenuitem>Items Out</guimenuitem> tab.</para></step>
<step><para>Select appropriate item(s).</para></step>
If the lost item is returned, the bill and payment (if bill has been paid) will not be cancelled/refunded automatically.
These bills must be dealt with manually, as per local policy.</para></note>
+ <para>Mark items as <emphasis>Claimed Returned</emphasis></para>
<procedure>
- <title><emphasis>Claimed Returned</emphasis> Items</title>
<step><para>Retrieve the patron record.</para></step>
<step><para>Click <guibutton>Items Out</guibutton>.</para></step>
<step><para>Select item(s).</para></step>
<para>Many functions may be performed from the Item Status screen. This section will cover circulation-related functions:
checking item status, viewing past circulations, inserting item alert messages, and marking items missing or damaged.
</para>
+ <para>Checking an item's status:</para>
<procedure>
- <title>Checking Item Status</title>
<step><para>Select <menuchoice><guimenu>Search</guimenu><guisubmenu>Search for copies by Barcode or Circulation</guisubmenu>
<guimenuitem>Show Item Status by Barcode</guimenuitem></menuchoice>.</para></step>
<step><para>Enter item barcode.</para></step>
to choose which fields to view.)</para></step>
</procedure>
<note><para>If an item's status is <emphasis>Available</emphasis>, the displayed due date refers to the previous circulation's due date.</para></note>
+ <para>Viewing Past Circulations:</para>
<procedure>
- <title>Viewing Past Circulations</title>
<step><para>Retrieve an item (see above).</para></step>
<step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu><guimenuitem>Show Last Few Circulations</guimenuitem></menuchoice>.</para></step>
<step><para>The item’s recent circulation history displays.</para></step>
<section xml:id="markingitemsdamaged">
<title>Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis></title>
<procedure>
- <title>To mark items damaged or missing:</title>
<step><para>Retrieve the item.</para></step>
<step><para>Select the item. </para></step>
<step><para>Select <menuchoice><guimenu>Actions for Selected Items</guimenu> <guimenuitem>Mark Item Damaged or Mark
<section xml:id="makingpayments">
<title>Making Payments</title>
<procedure>
- <title>To collect payments:</title>
<step><para>Retrieve the patron record.</para></step>
<step><para>Bills</para></step>
<step><para>When bills are paid, the money applied starts at the top of the list of checked-off bills. To pay a specific bill, uncheck the other boxes.
<section xml:id="voidforgive">
<title>Void vs. Forgive</title>
<para>Void clears all history of the bill, while forgive retains the history.</para>
+ <para>Forgiving ills:</para>
<procedure>
- <title>Forgiving Bills:</title>
<step><para>Retrieve the patron record.</para></step>
<step><para>Choose <guimenuitem>forgive</guimenuitem> as the payment type </para></step>
<step><para>Enter the amount to be forgiven. </para></step>
<step><para>Apply Payment.</para></step>
</procedure>
+ <para>Voiding bills:</para>
<section xml:id="voidbills">
- <title>Voiding Bills</title>
<para>Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole.</para>
<procedure>
<title>To void the whole amount:</title>
<step><para>Click <guibutton>Void All Billings</guibutton></para></step>
<step><para>confirm.</para></step>
</procedure>
+ <para>To void a partial amount:</para>
<procedure>
- <title>To void a partial amount:</title>
<step><para>Click <guibutton>Full Details for the transaction</guibutton>.</para></step>
<step><para>The bill details screen displays.</para></step>
<step><para>Select the bill to void.</para></step>
<section xml:id="newgrocerybills">
<title>Adding New "Grocery" Bills</title>
<para>A grocery bill can be added as a new bill or to an existing bill.</para>
+ <para>To add as a new bill:</para>
<procedure>
- <title>To add a as a new bill:</title>
<step><para>Retrieve the patron record. </para></step>
<step><para>Select <guimenuitem>Bills</guimenuitem>.</para></step>
<step><para>Click <guibutton>Bill Patron</guibutton>.</para></step>
<step><para>Enter the Amount and Note (as required).</para></step>
<step><para>Submit this Bill and confirm.</para></step>
</procedure>
+ <para>To add bill to an existing bill line:</para>
<procedure>
- <title>To add bill to an existing bill line:</title>
<step><para>Select <guimenuitem>Bills</guimenuitem>.</para></step>
<step><para>Click <guibutton>Add Billing</guibutton> at the bottom of the correct bill line.</para></step>
<step><para>Choose appropriate billing type from the drop down menu. (<guimenuitem>Grocery</guimenuitem> is the only available transaction type.)</para></step>
<section xml:id="billhistory">
<title>Bill History</title>
<para>The Bill History view includes specific details about the item as well as information about the bill and payments.</para>
+ <para>To view a patron’s bill history:</para>
<procedure>
- <title>To view a patron’s bill history:</title>
<step><para>From the patron record, open the Bills tab</para></step>
<step><para>Click <guimenuitem>History</guimenuitem>.</para></step>
<step><para>The Bill History window opens.</para></step>
<section xml:id="ViewingHolds">
<title>Viewing Holds</title>
<procedure>
- <title>To view holds for a record:</title>
<step><para>Under Actions for this Record (<keycombo><keycap>Alt</keycap><keycap>A</keycap></keycombo>), select View Holds
(<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>). You can do this from any record view. You do not have to be in
Holdings Maintenance.</para></step>
a paperback edition could fill the hold, even when the hold is placed on the hardback record. If there are many different records for the same item, books attached to
other records could fill the hold, so this may speed hold fulfillment. If Audiobooks is selected, the patron could also receive the audiobook if that is the first available
version of the item. If audiobooks are selected, the patron could receive a cassette or CD version if Evergreen libraries own both.</para></note>
+ <para>Placing holds from catalog records:</para>
<procedure>
- <title>Placing Holds from Catalog Records:</title>
<step><para>Retrieve the desired title record (<menuchoice><guimenu>Search </guimenu> <guimenuitem>Search the Catalog</guimenuitem></menuchoice>).</para></step>
<step><para>Scan or type patron’s barcode into the <guilabel>Enter recipient barcode</guilabel> field. Click <guibutton>Submit</guibutton>.</para></step>
<step><para>Click on an entry to display it’s summary.</para></step>
</procedure>
<note><para>Uncaptured holds will not be targeted after their expiration dates. If the Suspend this Hold checkbox is selected, the hold will be suspended and will not
be captured until reactivated.</para></note>
+ <para>Placing holds from patron records:</para>
<procedure>
- <title>Placing Holds from Patron Records:</title>
<step><para>Open the patron record.</para></step>
<step><para>Click <guibutton>Holds</guibutton></para></step>
<step><para>Click <guibutton>Place Hold</guibutton> (top left top corner).</para></step>
</itemizedlist>
</para>
<para>Staff can edit holds from patron records or title records. Patrons may edit holds from their OPAC account.</para>
+ <para>Managing holds in patron records:</para>
<procedure>
- <title>Managing Holds in Patron Records:</title>
<step><para>Retrieve the patron record.</para></step>
<step><para>Select <guimenuitem>Holds</guimenuitem>.</para></step>
<step><para>Highlight the appropriate hold record.</para></step>
</procedure>
<note><para>Captured holds with statuses of <emphasis>On Hold Self</emphasis> or <emphasis>Ready for Pickup</emphasis> can be cancelled by staff or patrons. The status
of these items will not be change until they are <emphasis>checked in</emphasis>.</para></note>
+ <para>Managing holds in title records:</para>
<procedure>
- <title>Managing Holds in Title Records:</title>
<step><para>Retrieve and display the appropriate title record through the catalog.</para></step>
<step><para>Choose <menuchoice><guimenu>Actions for this Reord</guimenu> <guimenuitem>View Holds</guimenuitem></menuchoice>.</para></step>
<step><para>By default, only holds with the pickup location of your library are displayed.</para></step>
<section xml:id="TransferringHolds">
<title>Transferring Holds</title>
<procedure>
- <title>To transfer holds from one item to another:</title>
<step><para>Open the record you need to transfer the hold from in one tab and the record you need to transfer the hold to in another tab.</para></step>
<step><para>View the holds on the record where the hold is currently.</para></step>
<step><para>You will copy the patron barcode of the hold you need to move. Select Patron barcode in the column picker. Then <emphasis>right click</emphasis> on the
<section xml:id="CancelingHolds">
<title>Canceling Holds</title>
<procedure>
- <title>To cancel a hold:</title>
<step><para>View the holds for the item.</para></step>
<step><para>Highlight the hold you need to cancel.</para></step>
<step><para>Click <guimenu>Actions for Selected Holds</guimenu> (<keycombo><keycap>Alt</keycap><keycap>S</keycap></keycombo>)</para></step>
to In Process. The system does not automatically recognize the newly added items as available to fill holds. This also needs to be done if items marked as Damaged or
Missing or set to other non-circulating statuses are once again made available for circulation.</para>
<procedure>
- <title>To Retarget a hold:</title>
<step><para>View the holds for the item.</para></step>
<step><para>highlight all the holds for the record, which have a status of Waiting for Copy. If there are a lot of holds, it may be helpful to sort the
holds by <emphasis>Status</emphasis>.</para></step>
<para><emphasis>Waiting-for-copy</emphasis>: all copies are checked out or otherwise unavailable.</para>
<para><emphasis>Waiting-for-capture</emphasis>: an available copy is assigned to the hold. The item displays on the Holds Pull List. Staff must retrieve and capture the hold.</para>
<para><emphasis>Ready-for-pickup</emphasis>: the hold has been captured and is waiting for patron pickup.</para>
+ <para>To retrieve the holds pull list:</para>
<procedure>
- <title>To retrieve the Holds Pull List:</title>
<step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Pull List for Hold Requests</guimenuitem></menuchoice>.</para></step>
<step><para>The Holds Pull List displays. </para></step>
<step><para>Sort by clicking the column labels (e.g. Call Number).</para></step>
<para>Holds may be captured when a checked-out item is returned (checked in) or when an item on the Holds Pull List is retrieved and captured. When a hold is captured, a
hold slip may be printed and an email notification will be sent out, if enabled for the hold.</para>
<procedure>
- <title>To capture a hold: </title>
<step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Capture Holds</guimenuitem></menuchoice>.</para></step>
<step><para>Scan or type barcode and click <guibutton>Submit</guibutton>.</para></step>
<step><para>A hold slip prints automatically.</para></step>
<section xml:id="holdsshelflist">
<title>Holds Shelf List</title>
<para>Items with Ready-for-pickup status are displayed on the Hold Shelf List. Hold Shelf List can help manage items on the hold shelf.</para>
+ <para>To view the holds shelf list:</para>
<procedure>
- <title>To view the holds shelf list:</title>
<step><para>Select <menuchoice><guimenu>Circulation</guimenu> <guimenuitem>Browse Holds Shelf</guimenuitem></menuchoice></para></step>
<step><para>Actions for Selected Holds are available, as in the patron record. </para></step>
<step><para>Expired holds may be deleted from this screen.</para></step>
<section xml:id="transitlist">
<title>Transit List</title>
<para>The Transit List report may be used to as a tool to help manage your incoming and outgoing transits.</para>
+ <para>To access and use the Transit List report:</para>
<procedure>
- <title>To access and use the Transit List report:</title>
<step><para>Select <menuchoice><guimenu>Admin</guimenu> <guisubmenu>Local System Administration</guisubmenu><guimenuitem>Transit List</guimenuitem></menuchoice>.
</para></step>
<step><para>Specify <guimenuitem>ransit to</guimenuitem> or <guimenuitem>Transit from library</guimenuitem> from the dropdown menu. </para></step>
<para>Use when processing missing in transit items or a patron requests an item that has just been returned and is in transit to its home library for reshelving.
This procedure can be performed from the <emphasis>Transit List</emphasis> or from the <emphasis>Item Status</emphasis> screen.</para>
<procedure>
- <title>Aborting transits from the Transit List screen: </title>
<step><para>Select the transit(s) to cancel.</para></step>
<step><para>Select <menuchoice><guimenu>Actions for Selected Transits</guimenu> <guimenuitem>Abort Transits</guimenuitem></menuchoice>.</para></step>
<step><para>The transit is cancelled, but will still display in the list. </para></step>
<para>Items with a status of <emphasis>in transit</emphasis> trigger a notification when an attempt is made to check them out. To allow
<emphasis>in transit</emphasis> items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout.</para>
<procedure>
- <title>Aborting transits from the Transit List screen: </title>
<step><para>Click <guimenuitem>Item Status</guimenuitem> or hit <keycap>F5</keycap></para></step>
<step><para>Scan Item barcode</para></step>
<step><para><emphasis>Right click</emphasis> on the item and select <guibutton>Abort Transit</guibutton></para></step>
projects / Evergreen-DocBook.git / commitdiff