Adding Online Help for Circ from Wiki (thanks tnb)
Signed-off-by: Chris Cormack <crc@liblime.com> Signed-off-by: Joshua Ferraro <jmf@liblime.com>
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Russel Garlick
Joshua Ferraro
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5 changed files with 18 additions and 37 deletions
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<!-- TMPL_INCLUDE name="help-top.inc" -->
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<div class="main">
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<h1><a id="circulation_transfers" name="circulation_transfers"></a>Circulation Transfers</h1> <div class="level1"> </div> <h2><a id="qwhat_is_circulation_transfers" name="qwhat_is_circulation_transfers"></a>Q: What is Circulation Transfers?</h2> <div class="level2"> <p> A: Allows reassignment of an item to another Branch. </p> </div> <h2><a id="qhow_do_i_use_circulation_transfers" name="qhow_do_i_use_circulation_transfers"></a>Q: How do I use Circulation Transfers?</h2> <div class="level2"> <p> A: Enter the item’s barcode, select the destination branch, click on the “transfer button”. A successful transfer will result in a “Transferred Items” confirmation box appearing. </p> </div> <h2><a id="qhow_does_circulation_transfers_change_the_status_of_the_item" name="qhow_does_circulation_transfers_change_the_status_of_the_item"></a>Q: How does Circulation Transfers change the status of the item?</h2> <div class="level2"> <p> A: The item is shown as belonging to the transferred branch. </p> </div>
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<div class="main"> <h1>Circulation Help</h1><h2>What can I do in Circulation?</h2><p>Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for thise functions. </p><p>Koha uses the following terms:</p><ul><li><strong>Check Out </strong>= issue an item to a patron</li><li><strong>Check In</strong> = return an item from a patron</li><li><strong>Transfer</strong> = used to change the holding branch of an item </li><li><strong>Holds</strong> = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)</li></ul><br /><h3>INFORMATION: BRANCH AND PRINTER SETTINGS.</h3> Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch<p> </p> </div>
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<title>Online Help › Circulation › Issues</title>
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<h1>Circulation Check Out (Issues)</h1> <h2>Q: How do I check out an item to a patron?</h2> <p> A: Start by scanning the patron’s barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item’s identifying number (usually a barcode). If the item can be issued without problems, it will be done immediately and shown with other patron issues at bottom. </p> <h2>Q: How do I set up a sticky date?</h2> <p>A: If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the “Sticky Due Date” to set the date due before scanning the first item. </p> <h2>Q: What to do I do if there is a problem with an issue?</h2> <p>A: If there is a problem with an issue, then a box will appear and ask for confirmation, if possible. Confirming will override the system and issue the item. </p> <h2>Q: What can I do with impossible issues?</h2> <p> A: If the issuing is really impossible (for example, the barcode does not exist), then you can’t confirm the issue. </p> <h2>Q: What happens if an item is checked out to another borrower?</h2> <p> A: Confirming will checkout the issue and automatically return the item on the other borrower account. </p> <h3>INFORMATION: BRANCH AND PRINTER SETTINGS.</h3> <p>Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch. </p>
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</head>
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<body>
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<h1>Circulation -- Issues</h1>
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<p>Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings (for example, your branch setting is "Suburb," but you are actually working at the "Downtown" branch), then Koha will reset the location of all items scanned to the incorrect branch (Suburb) and the statistical reports will credit all circulations to the wrong branch.</p>
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<p>Now start by scanning the patron's barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item's identifying number (usually a barcode).</p>
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<p>If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the "Sticky Due Date" to set the date due before scanning the first item.</p>
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<p>If the item can be issued without problems, it will be done immediatly and shown (with other patron issues) at bottom.</p>
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<p>If the issuing is problematic, then another box will appear and ask for confirmation if possible. If the issuing is really impossible (for example, the barcode does not exist), then you can't confirm the issue. If it is possible but has something that needs confirmation (like item being issued to another patron, or patron having issued too many items), then you must confirm the issuing. If the confirmation means another operation (if item is issued to another patron, then issuing also means make the return), then it's also done</p>
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<title>Online Help › Circulation › Returns</title>
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<h1>Circulation Check In (Returns)</h1> <h2>How do I check in (return) an item?</h2> <p>Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.</p> <h2>What happens if a patron has debts?</h2> <p>A red box will alert you. Fines are calculated and posted the following day.</p><p>If you know the items all have fines or debts associated with them, you can chose to "Forgive All Debts" by using the Check box. By usiing this check box, no charges will be placed against the patrons account. </p> <h2>What happens if the item is on reserve?</h2> <p>A red typed alert saying "Reserve Found" will be displayed along with the Reserve listing information. Click on the confirm button to proceed. If the item is confirmed than the items status will be changed to "waiting". If the item is requested by someone in another branch, then you must validate the transfer.</p> <h3>WARNING: BRANCH AND PRINTING SETTINGS.</h3> <p>Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations (or returns) from a workstation, after which a browser cookie will remember the correct settings. If you do returns under the wrong branch settings Koha will reset the location of all items scanned to the incorrect branch</p>
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</head>
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<body>
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<h1>Circulation -- Returns</h1>
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<p>Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations (or returns) from a workstation, after which a browser cookie will remember the correct settings. If you do returns under the wrong branch settings (for example, your branch setting is "Suburb," but you are actually working at the "Downtown" branch), then Koha will reset the location of all items scanned to the incorrect branch (Suburb).</p>
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<p>Now simply scan or type the returned item's identifying number (usually a barcode) in the box provided.</p>
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<p>The return is done and if there is something specific for the item or the patron (like patron having debts), a red box will warn you</p>
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<p>If the item has been requested by someone else, you also are asked to validate the request. If you confirm it, item is changed to a "waiting" status and you should warn the patron that the item is available</p>
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<p>If the item is requested by someone in another branch, then you must validate the transfer too</p>
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<h2>What is a home branch?</h2> <p> The home branch is the branch you want recorded as the origination of circulation functions for a computer session. For example, if your home branch is set to “main”, any items scanned to a borrower/patron on from that computer will be considered by Koha to be issued ‘from’ the “main” branch. An item transferred on that computer will be recorded as transferred ‘from’ the “main” branch. </p> <h2>How do I select a home branch?</h2> <p> Select your home branch from the “Choose your branch” dropdown menu. </p> <p> IMPORTANT: You must set your home branch each time you login to Koha’s intranet. For instance, you set home branch at the beginning of the work day, or each time the computer is restarted. </p> <h2>Why would I want to set a home branch?</h2> <p> Setting your home branch is critical. It enables Koha to accurately record statistics, circulation (what branch an item has been issued from or returned to), and transfers. </p> <h2>IMPORTANT: Check your branch</h2> <p> If you forget to set your home branch at the beginning of a computer session, Koha will set the first branch in the dropdown list as the ‘home branch’. This means Koha’s statistics will be inaccurate. </p>
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