From 18c0241d4f8cc590f89070f767b786d58c312951 Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Thu, 8 Dec 2016 21:31:25 -0800 Subject: [PATCH] Docs: LP1268054 add patron purchase request doc Signed-off-by: Jane Sandberg --- docs/acquisitions/purchase_requests_management.txt | 53 ++++++++++++++++++++++ .../acquisitions/purchase_requests_patron_view.txt | 29 ++++++++++++ docs/root.txt | 4 ++ 3 files changed, 86 insertions(+) create mode 100644 docs/acquisitions/purchase_requests_management.txt create mode 100644 docs/acquisitions/purchase_requests_patron_view.txt diff --git a/docs/acquisitions/purchase_requests_management.txt b/docs/acquisitions/purchase_requests_management.txt new file mode 100644 index 0000000000..d5cebb79a0 --- /dev/null +++ b/docs/acquisitions/purchase_requests_management.txt @@ -0,0 +1,53 @@ +Managing patron purchase requests +--------------------------------- + +indexterm:[purchase requests] + +Patrons may wish to suggest titles for your Library to purchase. You can track these requests within Evergreen, +whether or not you are using the acquisitions module for other purposes. This section describes how you can +manage these requests. + +. Go to Acquisitions -> Patron Requests. + +. The Requests Screen will show any other requests that patrons have made. You may sort the requests by clicking on the column headers. + +. You can filter this screen by organizational unit or patron's barcode. There are additional filter options available if you click on _Filter_. + +. To remove a user filter, click on _User_ and leave the barcode field blank. + +Adding a request +~~~~~~~~~~~~~~~~ + +You may add a patron purchase request using this screen. + +. To add the request, click the _Create Request_ button. ++ +NOTE: You will need the CREATE_PURCHASE_REQUEST permission to add a request. ++ +. If you have not already filtered the search using a patron's barcode, you will be prompted to enter it before starting the request. + +. The request type field is required. Every other field is optional, although it is recommended that you enter as much information about the +request as possible. + +. The _Pickup Library_, _User_, and _Request Date/Time_ field will be filled in automatically. + +. You have the option to automatically place a hold for the patron if your library decides to purchase the item. If you'd like Evergreen to +generate this hold, check the _Place Hold_ box. + +. When you have finished entering information about the request, click the _Save_ button. + +Adding requests to selection lists +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +If you'd like to purchase a patron's request, follow these steps: + +. Click on the blue hyperlinked title of the patron's request. + +. Click the _Add to Selection List_ button. + +. Fill out the requested information. You can either add it to an existing selection list or a new one. + +. After you save the record, the request's _Add to Selection List_ button will change to a _View Selection List_ button that allows you to view the status of this patron request at a later time. + +. You can then use your Library's typical ordering process to purchase the item your patron has requested. + diff --git a/docs/acquisitions/purchase_requests_patron_view.txt b/docs/acquisitions/purchase_requests_patron_view.txt new file mode 100644 index 0000000000..621aaff594 --- /dev/null +++ b/docs/acquisitions/purchase_requests_patron_view.txt @@ -0,0 +1,29 @@ +Placing purchase requests from a patron record +---------------------------------------------- + +indexterm:[patrons, purchase requests] + +Patrons may wish to suggest titles for your Library to purchase. You can track these requests within Evergreen, +whether or not you are using the acquisitions module for other purposes. This section describes how you can record +these requests within a patron's record. + +. Retrieve the patron's record. + +. Select Other --> Acquisition Requests. This takes you to the Requests Screen. + +. The Requests Screen will show any other requests that this patron has made. You may sort the requests by clicking on the column headers. + +. To add the request, click the _Create Request_ button. ++ +NOTE: You will need the CREATE_PURCHASE_REQUEST permission to add a request. ++ +. The request type field is required. Every other field is optional, although it is recommended that you enter as much information about the +request as possible. + +. The _Pickup Library_, _User_, and _Request Date/Time_ field will be filled in automatically. + +. You have the option to automatically place a hold for the patron if your library decides to purchase the item. If you'd like Evergreen to +generate this hold, check the _Place Hold_ box. + +. When you have finished entering information about the request, click the _Save_ button. + diff --git a/docs/root.txt b/docs/root.txt index 8934eaeb59..d1eee95fe7 100644 --- a/docs/root.txt +++ b/docs/root.txt @@ -309,6 +309,10 @@ include::acquisitions/receive_items_from_invoice.txt[] include::acquisitions/vandelay_acquisitions_integration.txt[] +include::acquisitions/purchase_requests_patron_view.txt[] + +include::acquisitions/purchase_requests_management.txt[] + Cataloging ========== -- 2.11.0