From: rsoulliere Date: Tue, 14 Feb 2012 14:06:07 +0000 (-0500) Subject: Add booking to 2.1 branch -- from 1.6. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=be04b6ddfb0884326b0ad659ca95494dea2b91fb;p=Evergreen-DocBook.git Add booking to 2.1 branch -- from 1.6. --- diff --git a/admin/admin-booking.xml b/admin/admin-booking.xml new file mode 100644 index 0000000..1a5ae44 --- /dev/null +++ b/admin/admin-booking.xml @@ -0,0 +1,310 @@ + + + + Booking Module Administration + + Adapted with permission from original material by the Evergreen + Community + + + + The Evergreen booking module is included in Evergreen 1.6.1.x and above.The following + documentation will include information about making cataloged items bookable; making + non-bibliographic items bookable; and setting permissions in the booking module for + staff. + + +
+ Make a Cataloged Item Bookable in Advance + booking reservationmaking a cataloged item bookable + If their permission settings allow, staff members can make items bookable. Staff members + can do this in advance of a booking request, or they can do it on the fly. + If you know in advance of the request that an item will need to be booked, you can make + the item bookable. + + + + + In the staff client, select + Search + Search the Catalog + + + + Begin a title search to find an item. + + + Click the title of the item that you want to book. + + + + The Record Summary will appear. In this view you can see + information about the item and its locations. Click + Actions for this Record + Holdings Maintenance + in the top right corner of the screen. + + + + The Holdings Maintenance screen will appear. In this screen, + you can view the volumes and copies of an item avaialable at each branch. To view the + barcodes and other information for each copy, click the arrow adjacent to the branch + with the copy that you need to view. Click on successive arrows until you find the + copy that you need to view. + + + Select the item that you want to make bookable. Right click to open the menu, and + click Make Item Bookable. + + + The item has now been added to the list of resources that are bookable. To book + the item, return to the Record Summary, and proceed with + booking.. + + + + + In Evergreen 1.6.1, there is no way to make an item “unbookable” after it has been + made bookable and has been reserved. The Delete Selected button + on this screen deletes the resource from the screen, but the item will be able to be + booked after it has been returned. + + +
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+ Make a Cataloged Item Bookable On the Fly + If a patron wants to book an item immediately that does not have bookable status, you + can book the item on the fly if you have the appropriate permissions. + + + + Follow steps one through five in . + + + Select the item that you want to make bookable. Right click to open the menu, and + click Book Item Now. + + + A Reservations screen will appear in a new tab, and you can + make the reservation. + + + + +
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+ Create a Bookable Status for Non-Bibliographic Items + booking reservationnon-bibliographic items + Staff with the required permissions can create a bookable status for non-bibliographic + items. For example, staff can book conference rooms or laptops. You will be able to create + types of resources, specify the names of individual resources within each type, and set + attributes to describe those resources. You can then bring the values together through the + Resource Attribute Map. + + + First, create the type of resource that you want to make bookable. Select + Admin + Server Administration + Booking + Resource Types + . + + + A list of resource types will appear. You may also see titles of cataloged items + on this screen if they were added using the Make Item Bookable + or Book Now links. You should not attempt to add cataloged items + on this screen; it is best to use the aforementioned links to make those items + bookable. In this screen, you will create a type of resource. + + + In the right corner, click New Resource Type. + + + A box will appear in which you will create a type of resource. In this box, you + can set fines, determine “elbow room” periods between reservations on this type of + resource, and indicate if this type of resource can be transferred to another + library. Click Save when you have entered the needed + information. + + + After you click Save, the box will disappear. Refresh the + screen to see the item that you have added. + + + Next, set the attributes for the type of resource that you have created. Select + Server Administration + Booking + Resource Attributes + . + + + + Click New Resource Attribute. + + + + A box will appear in which you can add the attributes of the resource. Attributes + are descriptive information that is provided to the staff member when the booking + request is made. For example, an attribute of the projector may be a cart that allows + for its transportation. Other attributes might be number of seats available in a + room, or MAC or PC attributes for a laptop. Click Save when + the necessary information has been entered. + + + + The box will disappear. Refresh the screen to see the added attribute. + + + + Next, add the values for the resource attributes. A value can be a number, yes/no, + or any other meaningful information. Select + Server Administration + Booking + Resource Attribute Values + . + + + + Select New Resource Attribute Value. + + + + A pop up box will appear. Select the Resource Attribute from + the drop down box. Add the value. You can add multiple values for this field. Click + Save when the required information has been added. + + + + If you refresh the screen, the attribute value may not appear, but it has been + saved. + + + + Next, identify the specific objects that are associated with this resource type. + Click + Admin + Server Administration + Booking + Resources + . + + + + Click New Resource. + + + + A pop-up box will appear. Add information for the resource and click + Save. Repeat this process for each resource. + + + + Refresh the screen, and the resource(s) that you added will appear. + + + + Finally, use Resource Attribute Maps to bring together the + resource and its attributes. Select + Admin + Server Administration + Booking + Resource Attribute Maps + . + + + + Select New Resource Attribute Map + + + + Select the resource that you want to match with its attributes, then click + Save. Repeat for all applicable resources. + + + + You have now created bookable, non-bibliographic resource(s) with + attributes. + + + +
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+ Setting Booking Permissions + booking reservationsetting booking permissions + Administrators can set permissions so that staff members can view reservations, make + reservations, and make bibliographic or non-bibliographic items bookable. + + If a staff member attempts to book an item for which they do not have the appropriate + permissions, they will receive an error message. + + To set permissions, select + Admin + Server Administration + Permissions + . + + Staff members should be assigned the following permissions to do common tasks in the + booking module. These permissions could be assigned to front line staff members, such as + circulation staff. Permissions with an asterisk (*) are + already included in the Staff permission group. All other + booking permissions must be applied individually. + + + + View Reservations: VIEW_TRANSACTION* + + + Use the pull list: + RETRIEVE_RESERVATION_PULL_LIST + + + Capture reservations: CAPTURE_RESERVATION + + + Assist patrons with pickup and return: + VIEW_USER* + + + Create/update/delete reservations: + ADMIN_BOOKING_RESERVATION + + + + The following permissions allow users to do more advanced tasks, such as making items + bookable, booking items on the fly, and creating non-bibliographic resources for + booking. + + + + Create/update/delete booking resource type: + ADMIN_BOOKING_RESOURCE_TYPE + + + Create/update/delete booking resource attributes: + ADMIN_BOOKING_RESOURCE_ATTR + + + Create/update/delete booking resource attribute + values: ADMIN_BOOKING_RESOURCE_ATTR_VALUE + + + Create/update/delete booking resource: + ADMIN_BOOKING_RESOURCE + + + Create/update/delete booking resource attribute + maps: ADMIN_BOOKING_RESOURCE_ATTR_MAP + + + + In addition to having the permissions listed above, staff members will need a valid + working location in their profiles. This should be done when registering new staff members. + + + +
+ diff --git a/root.xml b/root.xml index 6998df8..6d89f00 100755 --- a/root.xml +++ b/root.xml @@ -74,11 +74,11 @@ all staff a better understanding of the Evergreen system and its features. - + @@ -109,9 +109,9 @@ - --> + diff --git a/stafftasks/booking.xml b/stafftasks/booking.xml new file mode 100644 index 0000000..87c8ac7 --- /dev/null +++ b/stafftasks/booking.xml @@ -0,0 +1,202 @@ + + + + Using the Booking Module + + The following chapter will help staff create reservations for cataloged and non- + bibliographic items; create pull lists for reserved items; capture resources; and pick up and + return reservations. + + + +
+ Creating a Booking Reservation + booking reservationcreating + Only staff members can create reservations. To initiate a reservation, staff can + + search the catalog, + enter a patron record, + or use the booking module. + + + + Search the catalog to create a reservation + + In the staff client, select Search Search the Catalog + + Search for the item to be booked. + Click Submit Search. + A list of results will appear. Select the title of the item to be reserved. + After clicking the title, the record summary appears. Beneath the record summary, + the copy summary will appear. In the Actions column, select Copy Details. + + The Copy Details will appear in a new row. In the barcode column, click the book now + link. + A screen showing the title and barcodes of available copies will appear. + Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode + does not exist, a pop up box will appear to alert you to the error. After entering the + patron’s barcode, the user’s existing reservations will appear at the bottom of the + screen. + To the right, a section titled, I need this resource... will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. 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 accomplished. If the item has already been + reserved at the time for which you are trying to reserve the item, then you will receive + an error message. + Finally, select the barcode of the item that you want to reserve. If multiple copies of + the item exist, choose the barcode of the copy that you want to reserve, and click + Reserve Selected. If you do not select a barcode, and you click Reserve Selected, you + will receive an error message. If you do not have a preference, you do not have to + select a barcode, and you may click Reserve Any. One of the barcodes will be pulled + from the list. + An item must have a status of available or reshelving in order to + be targeted for a reservation. If the item is in another status, the reservation will fail. + After you have made the reservation, a message will confirm that the action succeeded. Click OK. + The screen will refresh, and the reservation will appear below the user’s name. + + + + Enter a patron’s record to create a reservation + + Enter the barcode or patron information, and click Search to retrieve the patron’s record. + The match(es) should appear in the right pane. Click the desired patron’s name. In the + left panel, a summary of the patron’s information will appear. Click the Retrieve + Patron button in the right corner to access more options in the patron’s record. + Eight buttons will appear in the top right corner. Select Other Booking + to create, cancel, pick up, and return reservations. + The Copy Details will appear in a new row. In the barcode column, click the book now + link. + A screen showing the title and barcodes of available copies will appear. + Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode + does not exist, a pop up box will appear to alert you to the error. After entering the + patron’s barcode, the user’s existing reservations will appear at the bottom of the + screen. + To the right, a section titled, I need this resource... will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. 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 accomplished. If the item has already been + reserved at the time for which you are trying to reserve the item, then you will receive + an error message. + Finally, select the barcode of the item that you want to reserve. If multiple copies of + the item exist, choose the barcode of the copy that you want to reserve, and click + Reserve Selected. If you do not select a barcode, and you click Reserve Selected, you + will receive an error message. If you do not have a preference, you do not have to + select a barcode, and you may click Reserve Any. One of the barcodes will be pulled + from the list. + An item must have a status of available or reshelving in order to + be targeted for a reservation. If the item is in another status, the reservation will fail. + After you have made the reservation, a message will confirm that the action succeeded. Click OK. + The screen will refresh, and the reservation will appear below the user’s name. + + + + Use the booking module to create a reservation + + Select BookingCreate or Edit Reservations + Enter the barcode of the item and click Next. + A screen showing the name of the available resource will appear. + Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode + does not exist, a pop up box will appear to alert you to the error. After entering the + patron’s barcode, the user’s existing reservations will appear. + To the right, a section titled, I need this resource... will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. 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 accomplished. If the resource has already been + reserved at the time for which you want to reserve the item, then the item will + disappear. + Finally, select the resource that you want to reserve. If multiple items or rooms exist, + choose the resource that you want to reserve, and click Reserve Selected. If you do + not select a resource, and you click Reserve Selected, you will receive an error + message. If you do not have a preference, you may click Reserve Any, and one of the + resources will be pulled from the list. + After you have made the reservation, a message will confirm that the action + succeeded. Click OK. + The screen will refresh, and the reservation will appear below the user’s name. + + +
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+ Cancelling a Reservation + booking reservationcancelling + Staff members can cancel a patron’s reservation through the Create or Cancel Reservations tab available in a patron’s record. Staff members can also cancel a + reservation immediately after it has been made. + + Enter the patron’s record to cancel a reservation + + Search for and retrieve a patron’s record. + Select OtherBookingCreate or Cancel Reservations. + The existing reservations will appear at the bottom of the screen. + To cancel a reservation, highlight the reservation that you want to cancel. Click Cancel Selected. + A pop-up window will confirm that you cancelled the reservation. Click OK. + The screen will refresh, and the cancelled reservation will disappear. + To the right, a section titled, I need this resource... will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. 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 accomplished. If the item has already been + reserved at the time for which you are trying to reserve the item, then you will receive + an error message. + + + + Cancel a reservation immediately after it has been made + + Create the reservation. + Follow steps four through six in the section, Enter the patron’s record to cancel a reservation, to cancel the reservation. + The existing reservations will appear at the bottom of the screen. + + +
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+ Creating a Pull List + booking reservationcreating a pull list + Staff members can create a pull list to retrieve items from the stacks. + + To create a pull list, select BookingPull List. + To find a pull list for your library, select a library from the dropdown box adjacent to See pull list for library. + You can decide how many days in advance you would like to select 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. + Click Fetch to retrieve the pull list. + The pull list will appear. Click Print to print the pull list. + +
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+ Capturing Items for Reservations + booking reservationcapturing items + Staff members can capture items for reservations. + + In the staff client, select BookingCapture Resources. + Enter the barcode of the items to be captured. Click Capture. + A Capture Succeeded message will appear to the right. Information about the item will appear below the message. You can print this + information as a receipt and add it to the item if desired. + +
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+ Picking Up Reservations + booking reservationpicking up + Staff members can help users pick up their reservations. + + In the staff client, select BookingPick Up Reservations + Enter the user’s barcode. Click Go. + The title available for pickup will appear. Highlight the title of the item to pick up, and click Pick Up. + The screen will refresh to show that the patron has picked up the reservation. + +
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+ Returning Reservations + booking reservationreturning + Staff members can help users return their reservations. + + In the staff client, select BookingReturn Reservations. + You can return the item by patron or item barcode. Choose Resource or Patron, enter the + barcode, and click Go. + A pop up box will tell you that the item was returned. Click OK. + The screen will refresh to show the reservations that remain out and the resources that have been returned. + +
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