--- /dev/null
+Booking Module Administration\r
+-----------------------------\r
+\r
+Creating Bookable Non-Bibliographic Resources\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+Staff with the required permissions (Circulator and above) can create bookable non-bibliographic resources such as laptops, projectors, and meeting rooms.\r
+\r
+The following pieces make up a non-bibliographic resource:\r
+\r
+* Resource Type\r
+* Resource Attribute\r
+* Resource Attribute Values\r
+* Resource\r
+* Resource Attribute Map\r
+\r
+You need to create resource types and resource attributes (features of the resource types), and add booking items (resources) to individual resource type. Each resource attribute may have multiple values. You need to link the applicable features (resource attributes and values) to individual item (resource) through the Resource Attribute Map. Before you create resources (booking items) you need to have a resource type and associated resource attributes and values, if any, for them.\r
+\r
+Create New Resource Type\r
+^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Select Admin --> Server Administration --> Booking --> Resource Types.\r
+\r
+2) A list of current resource types will appear. Use Back and Next buttons to browse the whole list.\r
+\r
+[NOTE]\r
+You may also see cataloged items in the list. Those items have been marked bookable or booked before.\r
+\r
+\r
+3) To create a new resource type, click New Resource Type in the top right corner, .\r
+\r
+4) A box will appear in which you create your new type of resource.\r
+\r
+* Resource Type Name - Give your resource a name.\r
+* Fine Interval - How often will fines be charged? This period can be input in several ways:\r
+\r
+[NOTE]\r
+====================================================================\r
+** second(s), minute(s), hour(s), day(s), week(s), month(s), year(s)\r
+** sec(s), min(s)\r
+** s, m, h\r
+** 00:00:30, 00:01:00, 01:00:00\r
+===================================================================\r
+\r
+* Fine Amount - The amount that will be charged at each Fine Interval.\r
+* Owning Library - The home library of the resource.\r
+* Catalog Item - (Function not currently available.)\r
+* Transferable - This allows the item to be transferred between libraries.\r
+* Inter-booking and Inter-circulation Interval - The amount of time required by your library between the return of a resource and a new reservation for the resource. This interval uses * the same input conventions as the Fine Interval.\r
+* Max Fine Amount - The amount at which fines will stop generating.\r
+\r
+5) Click Save when you have entered the needed information.\r
+\r
+6) The new resource type will appear in the list.\r
+\r
+Create New Resource Attribute\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Select Server Administration --> Booking --> Resource Attributes.\r
+\r
+2) Click New Resource Attribute in the top right corner.\r
+\r
+3) A box will appear in which you can add the attributes of the resource. Attributes are categories of descriptive information that are provided to the staff member when the booking request is made. For example, an attribute of a projector may be the type of projector. Other attributes might be the number of seats available in a room, or the computing platform of a laptop.\r
+\r
+* Resource Attribute Name - Give your attribute a name.\r
+* Owning Library - The home library of the resource.\r
+* Resource Type - Type in the first letter to list then choose the Resource Type to which the Attribute is applicable.\r
+* Is Required - (Function not currently available.)\r
+\r
+4) Click Save when the necessary information has been entered.\r
+\r
+5) The added attribute will appear in the list.\r
+\r
+[NOTE]\r
+One resource type may have multiple attributes. You may repeat the above procedure to add more.\r
+\r
+Create New Resource Attribute Value\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) One resource attribute may have multiple values. To add new attribute value, select Server Administration → Booking → Resource Attribute Values.\r
+\r
+2) Click New Resource Attribute Value in the top right corner.\r
+\r
+3) A box will appear in which you assign a value to a particular attribute. Values can be numbers, words, or a combination of them, that describe the particular aspects of the resource that have been defined as Attributes. As all values appear on the same list for selection, values should be as unique as possible. For example, a laptop may have a computing platform that is either PC or Mac.\r
+\r
+* Owning Library - The home library of the resource.\r
+* Resource Attribute - The attribute you wish to assign the value to.\r
+* Valid Value - Enter the value for your attribute.\r
+\r
+4) Click Save when the required information has been added.\r
+\r
+5) The attribute value will appear in the list. Each attribute should have at least two values attached to it; repeat this process for all applicable attribute values.\r
+\r
+Create New Resource\r
+^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Add items to a resource type. Click Admin → Server Administration → Booking → Resources.\r
+\r
+2) Click New Resource in the top right corner.\r
+\r
+3) A box will appear. Add information for the resource.\r
+\r
+* Owning Library - The home library of the resource.\r
+* Resource Type - Type in the first letter of the resource type's name to list then select the resource type for your item.\r
+* Barcode - Barcode for the resource.\r
+* Overbook - This allows a single item to be reserved, picked up, and returned by multiple patrons during overlapping or identical time periods.\r
+* Is Deposit Required - (Function not currently available.)\r
+* Deposit Amount - (Function not currently available.)\r
+* User Fee - (Function not currently available.)\r
+\r
+4) Click Save when the required information has been added.\r
+\r
+5) The resource will appear in the list.\r
+\r
+[NOTE]\r
+One resource type may have multiple resources attached.\r
+\r
+Map Resource Attributes and Values to Resources\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Use Resource Attribute Maps to bring together the resources and their attributes and values. Select Admin → Server Administration → Booking → Resource Attribute Maps.\r
+\r
+2) Click New Resource Attribute Map in the right top corner.\r
+\r
+3) A box will appear in which you will map your attributes and values to your resources.\r
+\r
+* Resource - Enter the barcode of your resource.\r
+* Resource Attribute - Select an attribute that belongs to the Resource Type.\r
+* Attribute Value - Select a value that belongs to your chosen attribute and describes your resource. If your attribute and value do not belong together you will be unable to save.\r
+\r
+4) Click Save once you have entered the required information.\r
+\r
+[NOTE] \r
+A resource may have multiple attributes and values. Repeat the above steps to map all.\r
+\r
+5) The resource attribute map will appear in the list.\r
+\r
+\r
+Editing Non-Bibliographic Resources\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+Staff with the required permissions can edit aspects of existing non-bibliographic resources. For example, resource type can be edited in the event that the fine amount for a laptop changes from $2.00 to $5.00.\r
+\r
+Editing Resource Types\r
+^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Bring up your list of resource types. Select Admin --> Server Administration --> Booking --> Resource Types.\r
+\r
+2) A list of current resource types will appear.\r
+\r
+3) Double click anywhere on the line of the resource type you would like to edit.\r
+\r
+4) The resource type box will appear. Make your changes and click Save.\r
+\r
+5) Following the same procedure you may edit Resource Attributes, Attributes Values, Resources and Attribute Map by selecting them on Admin --> Server Administration --> Booking menu.\r
+\r
+\r
+\r
+\r
+Deleting Non-bibliographic Resources\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+1) To delete a booking resource, go to Admin → Server Administration → Booking → Resources.\r
+\r
+2) Select the checkbox in front the resource you want to delete. Click Delete Selected. The resource will disappear from the list.\r
+\r
+Following the same procedure you may delete Resource Attributes Maps.\r
+\r
+You may also delete Resource Attribute Values, Resource Attributes and Resource Types. But you have to delete them in the reverse order when you create them to make sure the entry is not in use when you try to delete it.\r
+\r
+This is the deletion order: Resource Attribut Map/Resources --> Resource Attribute Values --> Resource Attributes --> Resource Types. \r
+\r
+\r
+\r
+\r
--- /dev/null
+Booking Module\r
+--------------\r
+\r
+Creating a Booking Reservation\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+Only staff members may create reservations. A reservation can be started from a patron record, or a booking resource. To reserve catalogued items, you may start from searching the catalogue, if you do not know the booking item's barcode.\r
+\r
+To create a reservation from a patron record\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Retrieve the patron’s record.\r
+\r
+2) Select Other --> Booking --> Create or Cancel Reservations. This takes you to the Reservations Screen.\r
+\r
+3) For non-catalogued items, choose a Bookable Resource Type and click Next. For catalogued items, enter the barcode in Enter the barcode of a catalogued, bookable resource box, then click Next beside the box.\r
+\r
+4) For non-catalogued resources, the Bookable Resource Type and the items associated with the type will appear.\r
+\r
+For catalogued items, the title and the item will display in the box.\r
+\r
+5) Select the date and time for the reservation in I need this resource... area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.\r
+\r
+[NOTE]\r
+If incorrect date and time is selected, the date/time boxes will appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. There must be at least 15 minutes between the creation of the reservation and the start time of the reservation.\r
+\r
+6) For non-catalogued resources, patrons may specify special feature(s), if any, of the resource. With these attributes: allows you to do so. For example, if a patron is booking a laptop he/she can choose between PC and Mac and even choose a specific operating system if they need to. Click the drop down arrow to select your option from the list.\r
+\r
+7) Select the pickup location from the dropdown list.\r
+\r
+8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.\r
+\r
+9) A message will confirm that the action succeeded. Click OK on the prompt.\r
+\r
+10) The screen will refresh and the reservation will appear below the patron’s name at the bottom of the screen.\r
+\r
+To create a reservation from a booking resource\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+You need to know the barcode of the patron when you create a reservation for him/her from a booking resource.\r
+\r
+1) From the Booking menu, select Create Reservations\r
+\r
+2) Choose a Bookable Resource Type and click Next or enter the barcode of a catalogued resource and click Next.\r
+\r
+3) For non-catalogued resources, a screen showing the Bookable Resource Type and the items associated with the type will appear.\r
+\r
+For catalogued resources, the title and item will appear.\r
+\r
+4) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.\r
+\r
+5) Select the date and time for the reservation in I need this resource... area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.\r
+\r
+[NOTE]\r
+If incorrect date and time is selected, the date/time boxes will appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. The times must be set correctly for the reservation to be created. There must be at least 15 minutes between the creation of the reservation and the start time of the reservation.\r
+\r
+\r
+6) For non-catalogued resources, patrons may specify special feature(s), if any, of the resource. The With these attributes: allows you to do so. For example, if a patron is booking a laptop they can choose between PC and Mac and even choose a specific operating system if they need to. Click the dropdown arrow to select your option from the list.\r
+\r
+7) Select the pickup location from the dropdown list.\r
+\r
+8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.\r
+\r
+9) A message will confirm that the action succeeded. Click OK on the prompt.\r
+\r
+10) The screen will refresh and the reservation will appear below the patron’s name at the bottom of the screen.\r
+\r
+Search the catalogue to create a reservation\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+If you would like to reserve a catalogued item but do not know the item barcode, you may start with a catalogue search.\r
+\r
+1) In the staff client, select Cataloguing --> Search the Catalogue or keyboard shortcut F3 to search for the item you wish to reserve. You may search by any bibliographic information.\r
+\r
+2) Click the title to display the record summary. In the Copy Summary, select Copy Details in Actions column.\r
+\r
+3) The Copy Details will appear in a new row. In the barcode column, click the book now link.\r
+\r
+4) A screen showing the title and barcodes of available copies will appear.\r
+\r
+5) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.\r
+\r
+6) Select the date and time in I need this resource... section. If the date and time set is incorrect the boxes appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red.\r
+\r
+7) Select pickup location. If there are multiple copies and any of the listed items is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.\r
+\r
+8) A message will confirm that the action succeeded. Click OK on the prompt.\r
+\r
+9) The screen will refresh, and the reservation will appear below the user’s name.\r
+\r
+[NOTE]\r
+Reservations on catalogued items can be created on Item Status (F5) screen. Select the item, then Actions for Selected Items → Book Item Now.\r
+\r
+Reservation Pull List\r
+~~~~~~~~~~~~~~~~~~~~~\r
+\r
+Reservation pull list can be generated dynamically on the Staff Client.\r
+\r
+1) To create a pull list, select Booking --> Pull List.\r
+\r
+2) You can decide how many days in advance you would like to pull reserved items. Enter the number of days in the box adjacent to Generate list for this many days hence. For example, if you would like to pull items that are needed today, you can enter 1 in the box, and you will retrieve items that need to be pulled today.\r
+\r
+3) Click Fetch to retrieve the pull list.\r
+\r
+4) The pull list will appear. Click Print to print the pull list.\r
+\r
+Capturing Items for Reservations\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+Reservations must be captured before they are ready to be picked up by the patron.\r
+\r
+[CAUTION]\r
+Always capture reservations in Booking Module. Check In function in Circulation does not function the same as Capture Resources.\r
+\r
+1) In the staff client, select Booking --> Capture Resources.\r
+\r
+2) Scan the item barcode or type the barcode then click Capture.\r
+\r
+3) The message Capture succeeded will appear to the right. Information about the item will appear below the message. Click Print button to print a slip for the reservation.\r
+\r
+ \r
+Picking Up Reservations\r
+~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+[CAUTION]\r
+Always use the dedicated Booking Module interfaces for tasks related to reservations. Items that have been captured for a reservation cannot be checked out using the Check Out interface, even if the patron is the reservation recipient.\r
+\r
+1) Ready-for-pickup reservations can be listed from Other --> Booking --> Pick Up Reservations within a patron record or Booking --> Pick Up Reservations.\r
+\r
+2) Scan the patron barcode if using Booking --> Pick Up Reservations.\r
+\r
+3) The reservation(s) available for pickup will display. Select those you want to pick up and click Pick Up.\r
+\r
+4) The screen will refresh to show that the patron has picked up the reservation(s).\r
+\r
+\r
+Returning Reservations\r
+~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+[CAUTION]\r
+When a reserved item is brought back, staff must use the Booking Module to return the reservation.\r
+\r
+1) To return reservations, select Booking --> Return Reservations\r
+\r
+2) You can return the item by patron or item barcode. Here we choose Resource to return by item barcode. Scan or enter the barcode, and click Go.\r
+\r
+3) A pop up box will tell you that the item was returned. Click OK on the prompt.\r
+\r
+4) If we select Patron on the above screen, after scanning the patron's barcode, reservations currently out to that patron are displayed. Highlight the reservations you want to return, and click Return.\r
+\r
+5) The screen will refresh to show any resources that remain out and the reservations that have been returned.\r
+\r
+[NOTE]\r
+Reservations can be returned from within patron records by selecting Other --> Booking --> Return Reservations\r
+\r
+Cancelling a Reservation\r
+~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+A reservation can be cancelled in a patron’s record or reservation creation screen.\r
+\r
+Cancel a reservation from the patron record\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Retrieve the patron's record.\r
+\r
+2) Select Other --> Booking --> Create or Cancel Reservations.\r
+\r
+3) The existing reservations will appear at the bottom of the screen.\r
+\r
+4) Highlight the reservation that you want to cancel. Click Cancel Selected.\r
+\r
+[NOTE]\r
+Use Shift or Ctrl on keyboard and mouse click to select multiple reservations if needed.\r
+\r
+5) A pop-up window will confirm the cancellation. Click OK on the prompt.\r
+\r
+6) The screen will refresh, and the cancelled reservation(s) will disappear.\r
+\r
+Cancel a reservation on reservation creation screen\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+1) Access the reservation creation screen by selecting Booking --> Create Reservations.\r
+\r
+2) Select any Bookable Resource Type, then click Next.\r
+\r
+3) Scan or type in the patron barcode in Reserve to Patron box then hit Enter.\r
+\r
+4) Patron's existing reservations will display at the bottom of the screen.\r
+\r
+5) Select those that you want to cancel, then click Cancel Selected.\r
+\r
+\r
+\r
+\r
+\r
+\r
+\r
+\r
projects / working / Evergreen.git / commitdiff