From 73b5a1c9f18d1b825a4c1f57c136ed0be4046ffe Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Thu, 5 Aug 2010 12:36:25 -0700 Subject: [PATCH] Change id for holds levels table. --- 1.6/stafftasks/circulation.xml | 1606 ++++++++++++++++++++-------------------- 1 file changed, 803 insertions(+), 803 deletions(-) diff --git a/1.6/stafftasks/circulation.xml b/1.6/stafftasks/circulation.xml index 793bb90..2c6924f 100644 --- a/1.6/stafftasks/circulation.xml +++ b/1.6/stafftasks/circulation.xml @@ -1,803 +1,803 @@ - - - - Circulation - - This chapter presents explains the circulation procedures carried out from the staff client. - - -
- Patron Records -
- Searching Patrons - - - Search one field or combine. - Truncate search terms for more search results. - Include inactive patrons checkbox. - Limit results to patrons in dropdown. - - -
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- Registering New Patrons - - - Mandatory fields = Red. - Save and clone user button: the contact info is copied into the next record. Records created using this method - are automatically grouped together with the original record and share the same address, which can only be edited in the original record. - Staff accounts can be added here just like patron accounts. - -
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- Clone User from Existing Group Member - - Create a new patron record – and patron group member – by cloning an existing patron record: - Open patron record, click Other. - Select Group. - Highlight a group member to clone and right click. - Select Register a New Group Member by Cloning Selected Patrons. - A Register Patron Clone for Group tab will open displaying the Evergreen User Editor. - Enter required patron information. - Click Save User. - After saving the clone record, the User Editor reverts to another clone template; create additional family/group member records. - Close the Register Patron Clone for Group tab. - -
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- Updating patron information - - Retrieve the patron record - Edit - Finish then click Save User. - Confirmation message, User updating is successful - -
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- Extend Account Expiration Date - All patron accounts are set to expire in one year – this allows staff to verify patron contact information annually and update any out-of-date - information. - There is no warning that the account will soon expire. - Loans are NOT shortened if due date is after the account expiration date. - NO loans are possible until the account expiration date is extended. - - Access patron account, open Edit function tab. - Click 4. Groups and Permissions - At Account Expiration Date, highlight the year and type the new year - Click 7. Finish, click Save User - -
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- Lost Library Cards - - Retrieve the patron record. - Click Mark Lost button. - FinishSave User. - - - - A lost card cannot be reinstated (A warning message will display; use the new card to retrieve the user’s - record) - -
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- Resetting a Patron's Password - - Retrieve the record. - Click Reset Button next to password field - - - The existing password is not displayed in patron records for security reasons. - -
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- Barring a Patron - - Select 4: Groups and Permissions. Select the Barred checkbox. - The Alert Message is required. - Click FinishSave User. - - Barring a patron from one library bars that patron from all consortium member libraries. - To unbar a patron, uncheck the Barred checkbox and remove the alert message. - 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 - and the bar must be removed from the account before the patron is able to checkout items).  These patrons may still log in to - the OPAC to view their accounts. - Blocked: Often, these are system-generated blocks on patron accounts.  Some examples: - - Patron exceeds fine threshold - Patron exceeds max checked out item threshold. - - - A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions - to override blocks. -
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- Patron Alerts - There are two types of Patron Alerts: - - System-generated alerts: once the cause is resolved (e.g. patron's account has been renewed), the message - will disappear automatically. - - View from Messages or OtherDisplay Alerts and - Messages - - - - Staff-generated alerts: must be removed manually. – Yellow background in summary - To insert: - Edit Groups and Permissions - Alert Message field. - Finish and Save User. - - To remove: - Click Clear button under the Alert Message box. - Save the record. - - - - - A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions - to override blocks. -
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- Patron Notes - See Notes message appears - Notes are strictly communicative and may made visible to the patron, via their account on the OPAC. - - To insert/remove a note: - Open a patron record, click Other - Select Notes. - Click Add New Note. - Select if notes will be visible for staff only, or visible to the patron when logged into My Account in the OPAC. - Add note Title and content. - Click Add Note - Click OK - To delete a note, go to Other Notes and use the - Delete This Note button under each note. - -
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- Merging Patron Records - From the Patron Search screen: - Search by the terms shared by the two records - Select the two records to merge by pressing down the CTRL key and clicking each record. - Click Merge Patrons. - Select the record you want to keep by checking the radio button Lead Record above the appropriate record. - - Click the Merge Patrons button. - 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. - - From the Patron Group screen: - Retrieve one of the two patron records you want to merge. Go to Other Group. - The patron record is displayed as a group member. Click Choose Action Move another patron to this - patron group. - At the prompt, scan or type the patron's barcode. Click OK. - Confirm the move by clicking the Move button on top of the screen. Click OK on the confirmation pop-up window. - - Both records are displayed as group members. Select both records by pressing the CTRL key and clicking each - record. Click Choose an Action->Merge Selected Patrons. - The merging records window pops up. Choose the lead record and continue to merge records as described in - Step 4. - The merged record will still show under group members. Both members point to the same patron - record. - -
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- Circulating Items - Regular circulation: circulation of items in the regular collection. - Pre-cataloged circulation: circulation of items that have a barcode but have not yet been cataloged. These items - may be checked out and then sent to cataloging when returned. - Non-cataloged circulation: circulation of items that are not in the catalog and do not have a barcode. -
- Check Out (<keycap>F1</keycap>) - Regular Items: - Click Check Out button or hit F1 to access Retrieve Patron by Barcode - Scan the patron barcode - Patron Account opens to the Check Out function tab - Scan or enter the item barcode. Click Submit or hit Enter (for manual entries). - Continue to scan barcodes until all items are charged. - When finished, click Done to generate a receipt or to exit patron record, if not printing slip receipts. - - -
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- Pre-cataloged Items - 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. - 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. - - From the Check Out screen: - Scan the item barcode. - An alert will appear stating: Mis-scan or non-cataloged item. - To continue with check out, click Pre-cataloged. - Enter title and author information and click Checkout. - Item is added to the list of Check Outs - - Checking In Pre-cataloged Items - Scan the item barcode. - An alert will appear stating: "This item needs to be routed to Cataloging" - Click OK. - The item is added to the list of Check Ins, marked with: [barcode number] needs to be cataloged, Route To location = Cataloging and - Status = Cataloging - The item MUST be routed to your holdings maintenance staff to be added to the database before further - check outs. - -
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- Non-cataloged Items - Non-cataloged items may be more familiar as Ephemeral items – they are those items that libraries do not wish to catalog, - but do wish to track for circulation statistics. - Items are checked out with a due date but when the due date expires, the items disappear from the - patron's record. - No fines accrue. - Circulation statistics are collected. - From the Check Out screen: - Click Check Out button or hit F1 to access Retrieve Patron by Barcode. - Scan patron barcode. - The Patron Account opens to Check Out function tab. - Click on Barcode to open the non-cataloged items selection list. - Click the type of item, such as Paperback Book; the box for the barcode will become grayed out and labeled - Non-cataloged. - Click Submit. - In the pop-up, enter the number of items being checked out. - Click OK. - The items are added to the Check Out list with a normal due date. - - Non-cataloged items do not appear in the list of items out unless you select that option. - Click OK. -
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- Due Dates - Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and - inserted into circulation records if the Due Date is set Normal on the Check Out screen. Different due dates - may be set to override this circulation period. - This process will allow staff to set a non-standard loan period prior to scanning the item in Check Out. - - Click Check Out button or hit F1 to Retrieve Patron. - Scan the patron barcode. - Scan the item barcode - In the box labeled Normal, select a pre-set loan period from the list; OR - Highlight Normal and type a specific date in YYYY-MM-DD format - The item is checked out with the special due date. - The special due date applies to all subsequent items until it is changed or the patron record is exited. - -
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- Check In (F2) - Regular check in: - Click Check In button or hit F2 to open Item Check In tab. - Scan item barcode. - Continue to scan barcodes until all items are discharged. - Close tab when done. - -
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- Backdated Check In - Used for checking items in from bookdrops or for unexpected closings. - - Click the Check In button or hit F2. - Enter backdated date in the Effective Date field (YYYY-MM-DD format). - Click outside of the Effective Date field: the top green bar changes to red. The new effective - date displays at the top of the window. - Scan items. - When finishing backdated check-in, change the Effective Date back to the current - date or close tab. - -
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- Renewal and Editing Item's Due Date - 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. - - Renewal - Retrieve the patron record. - Items Out screen. - Select item(s) to renew. - Select Actions for Selected Items Renew. - To renew all items in the account, click Renew All. - To view the new due date, click Refresh. - - Renewal may also be done from the Items Status screen. See . - - Editing the Due Date - From the patron record, open Items Out tab - Highlight the item, right click, and select Edit Due Date - To update multiple items highlight the first item, press and hold Ctrl, highlight additional items - In the pop-up, enter the new due date. - Click OK. - Click Refresh to update the list. - - Select multiple items by pressing down the CTRL key and clicking each item to edit. - Editing the due date does not affect renewal count. -
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- Marking Items “Lost” and “Claimed Returned” - - - Lost Items - Retrieve the patron record. - Click Items Out tab. - Select appropriate item(s). - Select Actions for Selected Items Mark Lost (by Patron). - Refresh to reflect changes. Lost item(s) display in the Lost/Claimed Returned/Long Overdue - field. - - Marking an item lost will automatically bill the patron the replacement cost of the item, plus a - processing fee, as determined by local policy. If the cost is 0.00, a charge may be manually added to the bill. See the - section called for details - 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. - - - <emphasis>Claimed Returned</emphasis> Items - Retrieve the patron record. - Click Items Out. - Select item(s). - Right click, and select Mark Claimed Returned. To update multiple items highlight the first item, - press and hold Ctrl, highlight additional items and select Mark Claimed Returned. - Enter a return date (YYYY-MM-DD format) and click OK. - The “Claimed Returned” item will display in the Lost/Claimed Returned/Long Overdue - field. - - - If the item is overdue and the claims returned date is before the original due date, the fines disappear. - If the item is overdue and the claims returned date is after the due date, the fines remain. - If you do not enter the date claimed returned, the item is moved to the Claimed returned list, but the fines are not stopped. - Items cannot be un-claimed returned except by checking in the item or marking it lost. - There is a Claims Returned Count in the Edit tab, Groups and Permissions section; this must be manually reset. - There are no alerts indicating claims returned items. - -
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- In-house Use (F6) - May be used to record in-house use for both cataloged and non-cataloged items. - - - Select Circulation Record-In House Use - Cataloged items: Enter item barcode. When recording more than one use of an item, edit the - number in the # of uses box. - Non-cataloged items: choose the appropriate item from the dropdown menu in the Barcode - box and Submit. - - The statistics on in-house use are separated from circulation statistics. In-house use count - of cataloged items is not included in the items' total use count. -
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- Item Status (<keycap>F5</keycap>) - 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. - - - Checking Item Status - Select SearchSearch for copies by Barcode or Circulation - Show Item Status by Barcode. - Enter item barcode. - Current status of the item displays, along with selected other fields. (Use the column picker - to choose which fields to view.) - - If an item's status is Available, the displayed due date refers to the previous circulation's due date. - - Viewing Past Circulations - Retrieve an item (see above). - Select Actions for Selected ItemsShow Last Few Circulations. - The item’s recent circulation history displays. - To retrieve the last patron to circulate the item, select Retrieve Last Patron. - Patron record will display in a new Tab. - - Past circulations can also be retrieved from a patron's Items Out screen. -
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- Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis> - - To mark items damaged or missing: - Retrieve the item. - Select the item. - Select Actions for Selected Items Mark Item Damaged or Mark - Item Missing. - - This procedure also allows items to be checked in or renewed through the Check in Items and Renew Items options on the - dropdown menu. -
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- Item alerts - The Edit Item Attributes function on Actions for Selected Items allows editing of item records, such as inserting - item alerts. - - Retrieve record. - Highlight the item. - Select Actions for Selected Items Edit Item Attributes. - The item record displays in the Copy Editor. - Click Alert Message in the Miscellaneous column. - Type in the message and click Apply. - Click Modify Copies and confirm. - -
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- Bills and Payments -
- Circulation vs. Grocery Bills - There are two types of bills in Evergreen: Circulation bills and Grocery bills. - Circulation bills: system-generated (overdue fines, lost item cost, processing fees, etc.). - Overdue fines are added daily once an item is overdue. - When an item is marked as lost, bills may be automatically generated to cover the item's cost and a processing fee, according to library policy. - Grocery bills: staff-applied to patron accounts. -
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- Making Payments - - To collect payments: - Retrieve the patron record. - Bills - 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. - (Note the presence of the Uncheck All and Check All options.) - Select a payment type. - Enter the amount of payment in the Payment received field. - Apply Payment. - The patron’s bill screen and owed balance will update. - - Items marked with red are still checked out. It is possible for a patron to pay a bill while the item is still out and accruing fines. - You may choose to annotate payment and fill in resulting text box according to library policy. -
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- Making Change - Change will be calculated if the payment amount is over the selected bill amount. After typing in a payment amount, click into the - =Change field. The change amount will - display. -
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- Void vs. Forgive - Void clears all history of the bill, while forgive retains the history. - - Forgiving Bills: - Retrieve the patron record. - Choose forgive as the payment type - Enter the amount to be forgiven. - Apply Payment. - -
- Voiding Bills - Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole. - - To void the whole amount: - Click Void All Billings - confirm. - - - To void a partial amount: - Click Full Details for the transaction. - The bill details screen displays. - Select the bill to void. - Void Selected Billings. - Confirm. - -
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- Adding New "Grocery" Bills - A grocery bill can be added as a new bill or to an existing bill. - - To add a as a new bill: - Retrieve the patron record. - Select Bills. - Click Bill Patron. - Choose appropriate billing type from the drop down menu. (Grocery is the only available transaction type.) - Enter the Amount and Note (as required). - Submit this Bill and confirm. - - - To add bill to an existing bill line: - Select Bills. - Click Add Billing at the bottom of the correct bill line. - Choose appropriate billing type from the drop down menu. (Grocery is the only available transaction type.) - Enter the Amount and Note (as required). - Submit this Bill and confirm. - The Money Summary will adjust accordingly. - -
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- Bill History - The Bill History view includes specific details about the item as well as information about the bill and payments. - - To view a patron’s bill history: - From the patron record, open the Bills tab - Click History. - The Bill History window opens. - Highlight a bill in the Bill History pane to view its Item Summary. - For more information, select a bill and click Full Details. - - Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record. The charge will remain on the patron's account - after the deletion. -
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- Holds - Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record. The charge will remain on the patron's account - after the deletion. -
- Viewing Holds - - To view holds for a record: - Under Actions for this Record (AltA), select View Holds - (AltS). You can do this from any record view. You do not have to be in - Holdings Maintenance. - The View Holds screen opens. - -
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- Placing Holds - Holds may be placed by staff through the staff client or by patrons through the OPAC. This chapter explains placing holds through the client which can be placed for - from several different places. -
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- Holds Levels - Evergreen has four hold levels. Library staff may place holds at all four levels, while patrons may only place Meta-record and Title-level holds. - - Hold Levels Explained: - - - - Hold Level - Abbreviation - How To - Used By - Hold Links To - - - - - Meta-Record - M - Click Place Hold next to the title. From the Holds Confirmation Screen, click Advanced - Hold Options and select other applicable formats - Patron or staff - Group of records in different formats (book, video, audiobook, etc) with the same title. - - - Title Record - T - Click Place Hold next to the title - Patron or staff - A single MARC (title) record - - - Volume - V - Click Place Hold on any item in the holdings list (next to the call number) - Staff - A call-number-specific volume record - - - Copy - C - Click Details to view the barcode. Select Place Hold (next to the barcode) - Staff - An item barcode - - - -
- Meta-Record holds: If you select formats as being Acceptable Alternative Formats, the patron’s hold will be filled with the first - available item. If Books is selected, for instance, - 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. - - Placing Holds from Catalog Records: - Retrieve the desired title record (Search Search the Catalog). - Scan or type patron’s barcode into the Enter recipient barcode field. Click Submit. - Click on an entry to display it’s summary. - Edit the patron hold notification and expiration date fields as required. (A default hold expiration date will - display if the library has set up a default holds expiration period in its library settings.) - Select Advanced Options to create a meta-level hold. - Place Hold and confirm. - - 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. - - Placing Holds from Patron Records: - Open the patron record. - Click Holds - Click Place Hold (top left top corner). - The Advanced Search interface opens within the Holds pane. - Enter item search criteria and click Submit Search. - Locate the desired item in the Title Results list and click Place hold - The patron's account information will retrieve automatically. - Verify contact methods and pick up location. - Set the notification and expiration date fields as required. - Click Place Hold and confirm. - - Multiple holds may be placed at one time. Select Holds to return to the Holds screen. Select Refresh to - reflect newly placed holds. - If the hold fails, a dialog box will open up indicating that the hold you are trying to place is invalid. For instance, if you try to place a hold on an audiovisual - item where your library has no holdings, or if the patron has reached the limit of holds a person can place. -
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- Managing Holds - Holds may be cancelled at any time by staff or patrons. - Before holds are captured, staff or patrons may: - - Suspend or set holds as inactive for a period of time without losing the hold queue position; - Activate suspended holds; - Edit the hold notification method, pick-up location, expiration date, or activation date; - - - Staff can edit holds from patron records or title records. Patrons may edit holds from their OPAC account. - - Managing Holds in Patron Records: - Retrieve the patron record. - Select Holds. - Highlight the appropriate hold record. - Select Actions for Selected Items. - Manage the hold by choosing an action on the list. - - Captured holds with statuses of On Hold Self or Ready for Pickup can be cancelled by staff or patrons. The status - of these items will not be change until they are checked in. - - Managing Holds in Title Records: - Retrieve and display the appropriate title record through the catalog. - Choose Actions for this Reord View Holds. - By default, only holds with the pickup location of your library are displayed. - Highlight the hold(s) to edit. - Click Actions for Selected Holds and the appropriate action. - - Holds may be sorted on the View Holds screen. Click Request Date to find the position of a patron in the hold queue. Use the column - picker to display patron barcodes and names. Columns may be saved for a login using the Save Columns button. -
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- Transferring Holds - - To transfer holds from one item to another: - 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. - View the holds on the record where the hold is currently. - You will copy the patron barcode of the hold you need to move. Select Patron barcode in the column picker. Then right click on the - line you need, and select Copy to Clipboard - Click on the patron barcode. Make sure you do not click on the item barcode if it is in your box. - A box will open up telling you what has been copied to the clipboard. - Click OK or press Enter. - You can now use this patron barcode to place a hold. - Go to the tab where you have opened the record where you need to move the hold. - Then you will need to cancel the hold on the first record. - -
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- Canceling Holds - - To cancel a hold: - View the holds for the item. - Highlight the hold you need to cancel. - Click Actions for Selected Holds (AltS) - Select Cancel Hold (AltC) - A Window will open asking if you are sure you wish to cancel the hold. - If it is the correct hold, click Yes (AltY). - The window will close, and the hold will disappear from the list. - -
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- Retargeting Holds - Holds need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order - 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. - - To Retarget a hold: - View the holds for the item. - 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 Status. - Click on the head of the status column. - Under Actions for Selected Holds (AltS) select Find Another - Target (AltT) - A window will open asking if you are sure you would like to reset the holds for these items. - Click Yes (AltY). Nothing may appear to happen, or if you are retargeting - a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted. - When the screen refreshes, the holds will be retargeted the system will now recognize the new items and items with a new status as - available for holds. - -
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- Holds Pull List - Holds may have one of three statuses: Waiting for Copy, Waiting for Capture, or - Ready for Pickup. - Waiting-for-copy: all copies are checked out or otherwise unavailable. - Waiting-for-capture: an available copy is assigned to the hold. The item displays on the Holds Pull List. Staff must retrieve and capture the hold. - Ready-for-pickup: the hold has been captured and is waiting for patron pickup. - - To retrieve the Holds Pull List: - Select Circulation Pull List for Hold Requests. - The Holds Pull List displays. - Sort by clicking the column labels (e.g. Call Number). - To print, click Print Page on the top right of the screen. - - The Holds Pull List is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear - from the list. -
- Capturing Holds - 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. - - To capture a hold: - Select Circulation Capture Holds. - Scan or type barcode and click Submit. - A hold slip prints automatically. - - Holds can also be captured on the Circulation Check In Items screen. - If the Auto-Print Hold and Transit Slips checkboxes are selected, hold slips will print automatically. -
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- Holds Shelf List - Items with Ready-for-pickup status are displayed on the Hold Shelf List. Hold Shelf List can help manage items on the hold shelf. - - To view the holds shelf list: - Select Circulation Browse Holds Shelf - Actions for Selected Holds are available, as in the patron record. - Expired holds may be deleted from this screen. - - If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation. -
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- Transit Items - Evergreen’s In Transit feature tracks items transferring among branches. It allows patrons to return items at any branch and for holds to be placed on items at other branches. - When will an item go In Transit? - - When an item is checked in at a non-owning branch the status changes to In Transit. A transit slip may be printed. - When a hold is captured for an item with a pickup branch other than location at which the hold is captured, the item’s status will be changed to - In Transit. If the hold is captured from the Check In screen, a prompt to print the Transit/Hold slip will display. - If the hold is captured from the Capture Holds screen, a Transit/Hold slip will be printed automatically. - -
- Receiving In Transit Items - All items received through transit must be checked in by the receiving branch. This changes the items' statuses from In Transit to - Reshelving or Ready for Pickup. -
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- Transit List - The Transit List report may be used to as a tool to help manage your incoming and outgoing transits. - - To access and use the Transit List report: - Select Admin Local System AdministrationTransit List. - - Specify ransit to or Transit from library from the dropdown menu. - Pick a date range in Transit Date falls between fields. - Click Transits Retrieve. - Items with an In Transit status for the selected time period are listed. - -
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- Aborting Transits - Transits may be aborted (cancelled) from multiple locations within Evergreen. - 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 Transit List or from the Item Status screen. - - Aborting transits from the Transit List screen: - Select the transit(s) to cancel. - Select Actions for Selected Transits Abort Transits. - The transit is cancelled, but will still display in the list. - Click Retrieve Transits. The screen will refresh and the cancelled item(s) will no longer display as transits. - -
- Cancelling Transits at Checkout - Items with a status of in transit trigger a notification when an attempt is made to check them out. To allow in transit - items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout. - -
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- Cancelling Transits from Item Status - Items with a status of in transit trigger a notification when an attempt is made to check them out. To allow - in transit items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout. - - Aborting transits from the Transit List screen: - Click Item Status or hit F5 - Scan Item barcode - Right click on the item and select Abort Transit - At Aborting Transits pop-up, click Yes - The item now has the status Reshelving. - -
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- + + + + Circulation + + This chapter presents explains the circulation procedures carried out from the staff client. + + +
+ Patron Records +
+ Searching Patrons + + + Search one field or combine. + Truncate search terms for more search results. + Include inactive patrons checkbox. + Limit results to patrons in dropdown. + + +
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+ Registering New Patrons + + + Mandatory fields = Red. + Save and clone user button: the contact info is copied into the next record. Records created using this method + are automatically grouped together with the original record and share the same address, which can only be edited in the original record. + Staff accounts can be added here just like patron accounts. + +
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+ Clone User from Existing Group Member + + Create a new patron record – and patron group member – by cloning an existing patron record: + Open patron record, click Other. + Select Group. + Highlight a group member to clone and right click. + Select Register a New Group Member by Cloning Selected Patrons. + A Register Patron Clone for Group tab will open displaying the Evergreen User Editor. + Enter required patron information. + Click Save User. + After saving the clone record, the User Editor reverts to another clone template; create additional family/group member records. + Close the Register Patron Clone for Group tab. + +
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+ Updating patron information + + Retrieve the patron record + Edit + Finish then click Save User. + Confirmation message, User updating is successful + +
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+ Extend Account Expiration Date + All patron accounts are set to expire in one year – this allows staff to verify patron contact information annually and update any out-of-date + information. + There is no warning that the account will soon expire. + Loans are NOT shortened if due date is after the account expiration date. + NO loans are possible until the account expiration date is extended. + + Access patron account, open Edit function tab. + Click 4. Groups and Permissions + At Account Expiration Date, highlight the year and type the new year + Click 7. Finish, click Save User + +
+
+ Lost Library Cards + + Retrieve the patron record. + Click Mark Lost button. + FinishSave User. + + + + A lost card cannot be reinstated (A warning message will display; use the new card to retrieve the user’s + record) + +
+
+ Resetting a Patron's Password + + Retrieve the record. + Click Reset Button next to password field + + + The existing password is not displayed in patron records for security reasons. + +
+
+ Barring a Patron + + Select 4: Groups and Permissions. Select the Barred checkbox. + The Alert Message is required. + Click FinishSave User. + + Barring a patron from one library bars that patron from all consortium member libraries. + To unbar a patron, uncheck the Barred checkbox and remove the alert message. + 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 + and the bar must be removed from the account before the patron is able to checkout items).  These patrons may still log in to + the OPAC to view their accounts. + Blocked: Often, these are system-generated blocks on patron accounts.  Some examples: + + Patron exceeds fine threshold + Patron exceeds max checked out item threshold. + + + A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions + to override blocks. +
+
+ Patron Alerts + There are two types of Patron Alerts: + + System-generated alerts: once the cause is resolved (e.g. patron's account has been renewed), the message + will disappear automatically. + + View from Messages or OtherDisplay Alerts and + Messages + + + + Staff-generated alerts: must be removed manually. – Yellow background in summary + To insert: + Edit Groups and Permissions + Alert Message field. + Finish and Save User. + + To remove: + Click Clear button under the Alert Message box. + Save the record. + + + + + A notice appears when a staff person tries to checkout an item to blocked patrons, but staff may be given permissions + to override blocks. +
+
+ Patron Notes + See Notes message appears + Notes are strictly communicative and may made visible to the patron, via their account on the OPAC. + + To insert/remove a note: + Open a patron record, click Other + Select Notes. + Click Add New Note. + Select if notes will be visible for staff only, or visible to the patron when logged into My Account in the OPAC. + Add note Title and content. + Click Add Note + Click OK + To delete a note, go to Other Notes and use the + Delete This Note button under each note. + +
+
+ Merging Patron Records + From the Patron Search screen: + Search by the terms shared by the two records + Select the two records to merge by pressing down the CTRL key and clicking each record. + Click Merge Patrons. + Select the record you want to keep by checking the radio button Lead Record above the appropriate record. + + Click the Merge Patrons button. + 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. + + From the Patron Group screen: + Retrieve one of the two patron records you want to merge. Go to Other Group. + The patron record is displayed as a group member. Click Choose Action Move another patron to this + patron group. + At the prompt, scan or type the patron's barcode. Click OK. + Confirm the move by clicking the Move button on top of the screen. Click OK on the confirmation pop-up window. + + Both records are displayed as group members. Select both records by pressing the CTRL key and clicking each + record. Click Choose an Action->Merge Selected Patrons. + The merging records window pops up. Choose the lead record and continue to merge records as described in + Step 4. + The merged record will still show under group members. Both members point to the same patron + record. + +
+
+
+ Circulating Items + Regular circulation: circulation of items in the regular collection. + Pre-cataloged circulation: circulation of items that have a barcode but have not yet been cataloged. These items + may be checked out and then sent to cataloging when returned. + Non-cataloged circulation: circulation of items that are not in the catalog and do not have a barcode. +
+ Check Out (<keycap>F1</keycap>) + Regular Items: + Click Check Out button or hit F1 to access Retrieve Patron by Barcode + Scan the patron barcode + Patron Account opens to the Check Out function tab + Scan or enter the item barcode. Click Submit or hit Enter (for manual entries). + Continue to scan barcodes until all items are charged. + When finished, click Done to generate a receipt or to exit patron record, if not printing slip receipts. + + +
+
+ Pre-cataloged Items + 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. + 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. + + From the Check Out screen: + Scan the item barcode. + An alert will appear stating: Mis-scan or non-cataloged item. + To continue with check out, click Pre-cataloged. + Enter title and author information and click Checkout. + Item is added to the list of Check Outs + + Checking In Pre-cataloged Items + Scan the item barcode. + An alert will appear stating: "This item needs to be routed to Cataloging" + Click OK. + The item is added to the list of Check Ins, marked with: [barcode number] needs to be cataloged, Route To location = Cataloging and + Status = Cataloging + The item MUST be routed to your holdings maintenance staff to be added to the database before further + check outs. + +
+
+ Non-cataloged Items + Non-cataloged items may be more familiar as Ephemeral items – they are those items that libraries do not wish to catalog, + but do wish to track for circulation statistics. + Items are checked out with a due date but when the due date expires, the items disappear from the + patron's record. + No fines accrue. + Circulation statistics are collected. + From the Check Out screen: + Click Check Out button or hit F1 to access Retrieve Patron by Barcode. + Scan patron barcode. + The Patron Account opens to Check Out function tab. + Click on Barcode to open the non-cataloged items selection list. + Click the type of item, such as Paperback Book; the box for the barcode will become grayed out and labeled + Non-cataloged. + Click Submit. + In the pop-up, enter the number of items being checked out. + Click OK. + The items are added to the Check Out list with a normal due date. + + Non-cataloged items do not appear in the list of items out unless you select that option. + Click OK. +
+
+ Due Dates + Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and + inserted into circulation records if the Due Date is set Normal on the Check Out screen. Different due dates + may be set to override this circulation period. + This process will allow staff to set a non-standard loan period prior to scanning the item in Check Out. + + Click Check Out button or hit F1 to Retrieve Patron. + Scan the patron barcode. + Scan the item barcode + In the box labeled Normal, select a pre-set loan period from the list; OR + Highlight Normal and type a specific date in YYYY-MM-DD format + The item is checked out with the special due date. + The special due date applies to all subsequent items until it is changed or the patron record is exited. + +
+
+ Check In (F2) + Regular check in: + Click Check In button or hit F2 to open Item Check In tab. + Scan item barcode. + Continue to scan barcodes until all items are discharged. + Close tab when done. + +
+
+ Backdated Check In + Used for checking items in from bookdrops or for unexpected closings. + + Click the Check In button or hit F2. + Enter backdated date in the Effective Date field (YYYY-MM-DD format). + Click outside of the Effective Date field: the top green bar changes to red. The new effective + date displays at the top of the window. + Scan items. + When finishing backdated check-in, change the Effective Date back to the current + date or close tab. + +
+
+ Renewal and Editing Item's Due Date + 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. + + Renewal + Retrieve the patron record. + Items Out screen. + Select item(s) to renew. + Select Actions for Selected Items Renew. + To renew all items in the account, click Renew All. + To view the new due date, click Refresh. + + Renewal may also be done from the Items Status screen. See . + + Editing the Due Date + From the patron record, open Items Out tab + Highlight the item, right click, and select Edit Due Date + To update multiple items highlight the first item, press and hold Ctrl, highlight additional items + In the pop-up, enter the new due date. + Click OK. + Click Refresh to update the list. + + Select multiple items by pressing down the CTRL key and clicking each item to edit. + Editing the due date does not affect renewal count. +
+
+ Marking Items “Lost” and “Claimed Returned” + + + Lost Items + Retrieve the patron record. + Click Items Out tab. + Select appropriate item(s). + Select Actions for Selected Items Mark Lost (by Patron). + Refresh to reflect changes. Lost item(s) display in the Lost/Claimed Returned/Long Overdue + field. + + Marking an item lost will automatically bill the patron the replacement cost of the item, plus a + processing fee, as determined by local policy. If the cost is 0.00, a charge may be manually added to the bill. See the + section called for details + 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. + + + <emphasis>Claimed Returned</emphasis> Items + Retrieve the patron record. + Click Items Out. + Select item(s). + Right click, and select Mark Claimed Returned. To update multiple items highlight the first item, + press and hold Ctrl, highlight additional items and select Mark Claimed Returned. + Enter a return date (YYYY-MM-DD format) and click OK. + The “Claimed Returned” item will display in the Lost/Claimed Returned/Long Overdue + field. + + + If the item is overdue and the claims returned date is before the original due date, the fines disappear. + If the item is overdue and the claims returned date is after the due date, the fines remain. + If you do not enter the date claimed returned, the item is moved to the Claimed returned list, but the fines are not stopped. + Items cannot be un-claimed returned except by checking in the item or marking it lost. + There is a Claims Returned Count in the Edit tab, Groups and Permissions section; this must be manually reset. + There are no alerts indicating claims returned items. + +
+
+ In-house Use (F6) + May be used to record in-house use for both cataloged and non-cataloged items. + + + Select Circulation Record-In House Use + Cataloged items: Enter item barcode. When recording more than one use of an item, edit the + number in the # of uses box. + Non-cataloged items: choose the appropriate item from the dropdown menu in the Barcode + box and Submit. + + The statistics on in-house use are separated from circulation statistics. In-house use count + of cataloged items is not included in the items' total use count. +
+
+ Item Status (<keycap>F5</keycap>) + 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. + + + Checking Item Status + Select SearchSearch for copies by Barcode or Circulation + Show Item Status by Barcode. + Enter item barcode. + Current status of the item displays, along with selected other fields. (Use the column picker + to choose which fields to view.) + + If an item's status is Available, the displayed due date refers to the previous circulation's due date. + + Viewing Past Circulations + Retrieve an item (see above). + Select Actions for Selected ItemsShow Last Few Circulations. + The item’s recent circulation history displays. + To retrieve the last patron to circulate the item, select Retrieve Last Patron. + Patron record will display in a new Tab. + + Past circulations can also be retrieved from a patron's Items Out screen. +
+
+ Marking items <emphasis>damaged</emphasis> or <emphasis>missing</emphasis> + + To mark items damaged or missing: + Retrieve the item. + Select the item. + Select Actions for Selected Items Mark Item Damaged or Mark + Item Missing. + + This procedure also allows items to be checked in or renewed through the Check in Items and Renew Items options on the + dropdown menu. +
+
+ Item alerts + The Edit Item Attributes function on Actions for Selected Items allows editing of item records, such as inserting + item alerts. + + Retrieve record. + Highlight the item. + Select Actions for Selected Items Edit Item Attributes. + The item record displays in the Copy Editor. + Click Alert Message in the Miscellaneous column. + Type in the message and click Apply. + Click Modify Copies and confirm. + +
+
+
+ Bills and Payments +
+ Circulation vs. Grocery Bills + There are two types of bills in Evergreen: Circulation bills and Grocery bills. + Circulation bills: system-generated (overdue fines, lost item cost, processing fees, etc.). + Overdue fines are added daily once an item is overdue. + When an item is marked as lost, bills may be automatically generated to cover the item's cost and a processing fee, according to library policy. + Grocery bills: staff-applied to patron accounts. +
+
+ Making Payments + + To collect payments: + Retrieve the patron record. + Bills + 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. + (Note the presence of the Uncheck All and Check All options.) + Select a payment type. + Enter the amount of payment in the Payment received field. + Apply Payment. + The patron’s bill screen and owed balance will update. + + Items marked with red are still checked out. It is possible for a patron to pay a bill while the item is still out and accruing fines. + You may choose to annotate payment and fill in resulting text box according to library policy. +
+
+ Making Change + Change will be calculated if the payment amount is over the selected bill amount. After typing in a payment amount, click into the + =Change field. The change amount will + display. +
+
+ Void vs. Forgive + Void clears all history of the bill, while forgive retains the history. + + Forgiving Bills: + Retrieve the patron record. + Choose forgive as the payment type + Enter the amount to be forgiven. + Apply Payment. + +
+ Voiding Bills + Bills under one transaction are grouped in one bill line. Bills may be voided in part or in whole. + + To void the whole amount: + Click Void All Billings + confirm. + + + To void a partial amount: + Click Full Details for the transaction. + The bill details screen displays. + Select the bill to void. + Void Selected Billings. + Confirm. + +
+
+
+ Adding New "Grocery" Bills + A grocery bill can be added as a new bill or to an existing bill. + + To add a as a new bill: + Retrieve the patron record. + Select Bills. + Click Bill Patron. + Choose appropriate billing type from the drop down menu. (Grocery is the only available transaction type.) + Enter the Amount and Note (as required). + Submit this Bill and confirm. + + + To add bill to an existing bill line: + Select Bills. + Click Add Billing at the bottom of the correct bill line. + Choose appropriate billing type from the drop down menu. (Grocery is the only available transaction type.) + Enter the Amount and Note (as required). + Submit this Bill and confirm. + The Money Summary will adjust accordingly. + +
+
+ Bill History + The Bill History view includes specific details about the item as well as information about the bill and payments. + + To view a patron’s bill history: + From the patron record, open the Bills tab + Click History. + The Bill History window opens. + Highlight a bill in the Bill History pane to view its Item Summary. + For more information, select a bill and click Full Details. + + Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record. The charge will remain on the patron's account + after the deletion. +
+
+
+ Holds + Items may be deleted from the catalog even if a charge for that item is still attached to the patron's record. The charge will remain on the patron's account + after the deletion. +
+ Viewing Holds + + To view holds for a record: + Under Actions for this Record (AltA), select View Holds + (AltS). You can do this from any record view. You do not have to be in + Holdings Maintenance. + The View Holds screen opens. + +
+
+ Placing Holds + Holds may be placed by staff through the staff client or by patrons through the OPAC. This chapter explains placing holds through the client which can be placed for + from several different places. +
+
+ Holds Levels + Evergreen has four hold levels. Library staff may place holds at all four levels, while patrons may only place Meta-record and Title-level holds. + + Hold Levels Explained: + + + + Hold Level + Abbreviation + How To + Used By + Hold Links To + + + + + Meta-Record + M + Click Place Hold next to the title. From the Holds Confirmation Screen, click Advanced + Hold Options and select other applicable formats + Patron or staff + Group of records in different formats (book, video, audiobook, etc) with the same title. + + + Title Record + T + Click Place Hold next to the title + Patron or staff + A single MARC (title) record + + + Volume + V + Click Place Hold on any item in the holdings list (next to the call number) + Staff + A call-number-specific volume record + + + Copy + C + Click Details to view the barcode. Select Place Hold (next to the barcode) + Staff + An item barcode + + + +
+ Meta-Record holds: If you select formats as being Acceptable Alternative Formats, the patron’s hold will be filled with the first + available item. If Books is selected, for instance, + 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. + + Placing Holds from Catalog Records: + Retrieve the desired title record (Search Search the Catalog). + Scan or type patron’s barcode into the Enter recipient barcode field. Click Submit. + Click on an entry to display it’s summary. + Edit the patron hold notification and expiration date fields as required. (A default hold expiration date will + display if the library has set up a default holds expiration period in its library settings.) + Select Advanced Options to create a meta-level hold. + Place Hold and confirm. + + 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. + + Placing Holds from Patron Records: + Open the patron record. + Click Holds + Click Place Hold (top left top corner). + The Advanced Search interface opens within the Holds pane. + Enter item search criteria and click Submit Search. + Locate the desired item in the Title Results list and click Place hold + The patron's account information will retrieve automatically. + Verify contact methods and pick up location. + Set the notification and expiration date fields as required. + Click Place Hold and confirm. + + Multiple holds may be placed at one time. Select Holds to return to the Holds screen. Select Refresh to + reflect newly placed holds. + If the hold fails, a dialog box will open up indicating that the hold you are trying to place is invalid. For instance, if you try to place a hold on an audiovisual + item where your library has no holdings, or if the patron has reached the limit of holds a person can place. +
+
+ Managing Holds + Holds may be cancelled at any time by staff or patrons. + Before holds are captured, staff or patrons may: + + Suspend or set holds as inactive for a period of time without losing the hold queue position; + Activate suspended holds; + Edit the hold notification method, pick-up location, expiration date, or activation date; + + + Staff can edit holds from patron records or title records. Patrons may edit holds from their OPAC account. + + Managing Holds in Patron Records: + Retrieve the patron record. + Select Holds. + Highlight the appropriate hold record. + Select Actions for Selected Items. + Manage the hold by choosing an action on the list. + + Captured holds with statuses of On Hold Self or Ready for Pickup can be cancelled by staff or patrons. The status + of these items will not be change until they are checked in. + + Managing Holds in Title Records: + Retrieve and display the appropriate title record through the catalog. + Choose Actions for this Reord View Holds. + By default, only holds with the pickup location of your library are displayed. + Highlight the hold(s) to edit. + Click Actions for Selected Holds and the appropriate action. + + Holds may be sorted on the View Holds screen. Click Request Date to find the position of a patron in the hold queue. Use the column + picker to display patron barcodes and names. Columns may be saved for a login using the Save Columns button. +
+
+ Transferring Holds + + To transfer holds from one item to another: + 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. + View the holds on the record where the hold is currently. + You will copy the patron barcode of the hold you need to move. Select Patron barcode in the column picker. Then right click on the + line you need, and select Copy to Clipboard + Click on the patron barcode. Make sure you do not click on the item barcode if it is in your box. + A box will open up telling you what has been copied to the clipboard. + Click OK or press Enter. + You can now use this patron barcode to place a hold. + Go to the tab where you have opened the record where you need to move the hold. + Then you will need to cancel the hold on the first record. + +
+
+ Canceling Holds + + To cancel a hold: + View the holds for the item. + Highlight the hold you need to cancel. + Click Actions for Selected Holds (AltS) + Select Cancel Hold (AltC) + A Window will open asking if you are sure you wish to cancel the hold. + If it is the correct hold, click Yes (AltY). + The window will close, and the hold will disappear from the list. + +
+
+ Retargeting Holds + Holds need to be retargeted whenever a new item is added to a record, or after some types of item status changes, for instance when an item is changed from On Order + 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. + + To Retarget a hold: + View the holds for the item. + 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 Status. + Click on the head of the status column. + Under Actions for Selected Holds (AltS) select Find Another + Target (AltT) + A window will open asking if you are sure you would like to reset the holds for these items. + Click Yes (AltY). Nothing may appear to happen, or if you are retargeting + a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted. + When the screen refreshes, the holds will be retargeted the system will now recognize the new items and items with a new status as + available for holds. + +
+
+ Holds Pull List + Holds may have one of three statuses: Waiting for Copy, Waiting for Capture, or + Ready for Pickup. + Waiting-for-copy: all copies are checked out or otherwise unavailable. + Waiting-for-capture: an available copy is assigned to the hold. The item displays on the Holds Pull List. Staff must retrieve and capture the hold. + Ready-for-pickup: the hold has been captured and is waiting for patron pickup. + + To retrieve the Holds Pull List: + Select Circulation Pull List for Hold Requests. + The Holds Pull List displays. + Sort by clicking the column labels (e.g. Call Number). + To print, click Print Page on the top right of the screen. + + The Holds Pull List is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear + from the list. +
+ Capturing Holds + 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. + + To capture a hold: + Select Circulation Capture Holds. + Scan or type barcode and click Submit. + A hold slip prints automatically. + + Holds can also be captured on the Circulation Check In Items screen. + If the Auto-Print Hold and Transit Slips checkboxes are selected, hold slips will print automatically. +
+
+
+ Holds Shelf List + Items with Ready-for-pickup status are displayed on the Hold Shelf List. Hold Shelf List can help manage items on the hold shelf. + + To view the holds shelf list: + Select Circulation Browse Holds Shelf + Actions for Selected Holds are available, as in the patron record. + Expired holds may be deleted from this screen. + + If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation. +
+
+
+ Transit Items + Evergreen’s In Transit feature tracks items transferring among branches. It allows patrons to return items at any branch and for holds to be placed on items at other branches. + When will an item go In Transit? + + When an item is checked in at a non-owning branch the status changes to In Transit. A transit slip may be printed. + When a hold is captured for an item with a pickup branch other than location at which the hold is captured, the item’s status will be changed to + In Transit. If the hold is captured from the Check In screen, a prompt to print the Transit/Hold slip will display. + If the hold is captured from the Capture Holds screen, a Transit/Hold slip will be printed automatically. + +
+ Receiving In Transit Items + All items received through transit must be checked in by the receiving branch. This changes the items' statuses from In Transit to + Reshelving or Ready for Pickup. +
+
+ Transit List + The Transit List report may be used to as a tool to help manage your incoming and outgoing transits. + + To access and use the Transit List report: + Select Admin Local System AdministrationTransit List. + + Specify ransit to or Transit from library from the dropdown menu. + Pick a date range in Transit Date falls between fields. + Click Transits Retrieve. + Items with an In Transit status for the selected time period are listed. + +
+
+ Aborting Transits + Transits may be aborted (cancelled) from multiple locations within Evergreen. + 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 Transit List or from the Item Status screen. + + Aborting transits from the Transit List screen: + Select the transit(s) to cancel. + Select Actions for Selected Transits Abort Transits. + The transit is cancelled, but will still display in the list. + Click Retrieve Transits. The screen will refresh and the cancelled item(s) will no longer display as transits. + +
+ Cancelling Transits at Checkout + Items with a status of in transit trigger a notification when an attempt is made to check them out. To allow in transit + items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout. + +
+
+ Cancelling Transits from Item Status + Items with a status of in transit trigger a notification when an attempt is made to check them out. To allow + in transit items to be checked out, override the block by clicking Abort Transit on the alert screen. Proceed by clicking Checkout. + + Aborting transits from the Transit List screen: + Click Item Status or hit F5 + Scan Item barcode + Right click on the item and select Abort Transit + At Aborting Transits pop-up, click Yes + The item now has the status Reshelving. + +
+
+
+ -- 2.11.0