Opening a Shared Bucket
+++++++++++++++++++++++
-1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
+. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
+
image::media/copy-bucket-new-1.png[Copy Bucket Interface]
+
-3. From the drop down menu select *Shared Bucket*.
+. From the drop down menu select *Shared Bucket*.
+
image::media/copy-bucket-share-2.png[Copy Bucket Interface]
+
-4. Enter the bucket ID and click *Load Bucket*.
+. Enter the bucket ID and click *Load Bucket*.
+
image::media/copy-bucket-share-3.png[Copy Bucket Interface]
+
-5. The shared bucket will display and can be worked with the same as any bucket you own.
+. The shared bucket will display and can be worked with the same as any bucket you own.
+
image::media/copy-bucket-share-4.png[Copy Bucket Interface]
Removing Copies from a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+
image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
+
-3. Click on *Buckets*.
-4. From the drop down menu select the bucket containing the item(s) you would like to remove.
+. Click on *Buckets*.
+. From the drop down menu select the bucket containing the item(s) you would like to remove.
+
image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
+
-5. Use the check boxes to select the item(s) you wish to remove from the bucket.
-6. Click *Actions*.
-7. From the drop down menu select *Remove Selected Copies from Bucket*.
+. Use the check boxes to select the item(s) you wish to remove from the bucket.
+. Click *Actions*.
+. From the drop down menu select *Remove Selected Copies from Bucket*.
+
image::media/copy-bucket-remove-3.png[Copy Bucket Interface]
+
-8. Your bucket will reload and the selected item(s) will no longer be in the bucket.
+. Your bucket will reload and the selected item(s) will no longer be in the bucket.
Editing Copies in a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~~
-1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+
image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
+
-3. Click on *Buckets*.
-4. From the drop down menu select the bucket containing the item(s) you would like to edit.
+. Click on *Buckets*.
+. From the drop down menu select the bucket containing the item(s) you would like to edit.
+
image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
+
-5. Use the check boxes to select the item(s) you wish to edit.
-6. Click *Actions*.
-7. From the drop down menu select *Edit Selected Copies*.
+. Use the check boxes to select the item(s) you wish to edit.
+. Click *Actions*.
+. From the drop down menu select *Edit Selected Copies*.
+
image::media/copy-bucket-edit-copy-1.png[Copy Bucket Interface]
+
-8. The _Copy Editor_ will open in a new tab. Make your edits and then click *Save and Exit*.
+. The _Copy Editor_ will open in a new tab. Make your edits and then click *Save and Exit*.
+
image::media/copy-bucket-edit-copy-2.png[Copy Bucket Interface]
+
-9. Your items have been updated.
+. Your items have been updated.
+
image::media/copy-bucket-edit-copy-3.png[Copy Bucket Interface]
Deleting Copies from the Catalogue
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+
image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
+
-3. Click on *Buckets*.
-4. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
+. Click on *Buckets*.
+. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
+
image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
+
-5. Use the check boxes to select the item(s) you wish to delete.
-6. Click *Actions*.
-7. From the drop down menu select *Delete Selected Copies from Catalog*.
+. Use the check boxes to select the item(s) you wish to delete.
+. Click *Actions*.
+. From the drop down menu select *Delete Selected Copies from Catalog*.
+
image::media/copy-bucket-delete-copy-1.png[Copy Bucket Interface]
+
-8. On the confirmation pop up click *OK/Continue*.
+. On the confirmation pop up click *OK/Continue*.
+
image::media/copy-bucket-delete-copy-2.png[Copy Bucket Interface]
+
-9. The items have been deleted from the catalogue.
+. The items have been deleted from the catalogue.
Placing Holds on Copies in a Bucket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab.
+
image::media/copy-bucket-remove-1.png[Copy Bucket Interface]
+
-3. Click on *Buckets*.
-4. From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
+. Click on *Buckets*.
+. From the drop down menu select the bucket containing the item(s) you would like to place a hold on.
+
image::media/copy-bucket-remove-2.png[Copy Bucket Interface]
+
-5. Use the check boxes to select the item(s) you wish to delete.
-6. Click *Actions*.
-7. From the drop down menu select *Request Seleted Copies*.
+. Use the check boxes to select the item(s) you wish to delete.
+. Click *Actions*.
+. From the drop down menu select *Request Seleted Copies*.
+
image::media/copy-bucket-request-1.png[Copy Bucket Interface]
+
-8. Enter the barcode for the patron who the hold is for. By default the system enters the barcode of the account logged into the client.
+. Enter the barcode for the patron who the hold is for. By default the system enters the barcode of the account logged into the client.
+
image::media/copy-bucket-request-2.png[Copy Bucket Interface]
+
-9. Select the correct _Pickup Library_.
-10. Select the correct _Hold Type_. (More explanation of the hold types needed here.)
-11. Click *OK*.
-12. The hold has been placed.
+. Select the correct _Pickup Library_.
+. Select the correct _Hold Type_. (More explanation of the hold types needed here.)
+. Click *OK*.
+. The hold has been placed.
Transferring Copies to Volumes
Creating a Patron Message in the Patron Account
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-1. Retrieve a patron account in the staff client.
-2. Within the account, go to *Other -> Notes*.
-3. 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.
-
+. 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]
-
-4. Check the box next to *Patron Visible?* This will make the message appear in the patron's OPAC account.
-5. Enter a subject for the message in the *Title* field.
-6. Enter the body of the message in the *Note* field.
-7. Enter *Initials* if staff are required to add initials to notes.
-8. 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.
-
++
+. 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]
-
-9.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.
++
+. 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
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To refund the bill:
-1) Select the billing with the negative balance.
-
-2) Choose **Actions for Selected Transactions** --> **Refund**.
-
-3) Click Yes.
-
-4) Click Apply Payment.
+. 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:
-1) Right click on the billing with the negative balance.
-
-2) Select **Adjust to zero**.
-
-3) Click Yes.
+. Right click on the billing with the negative balance.
+. Select **Adjust to zero**.
+. Click Yes.
Bill History