From e8c21311b4f817feea69587ad537b3599d152952 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Tue, 10 Apr 2012 23:56:15 -0400 Subject: [PATCH] Bug 7936: Circ Help Files Signed-off-by: Chris Cormack --- .../en/modules/help/circ/branchoverdues.tt | 4 +- .../en/modules/help/circ/branchtransfers.tt | 4 +- .../en/modules/help/circ/circulation-home.tt | 6 +- .../prog/en/modules/help/circ/circulation.tt | 111 ++++++++++++------ .../prog/en/modules/help/circ/overdue.tt | 2 +- .../en/modules/help/circ/pendingreserves.tt | 8 +- .../en/modules/help/circ/reserveratios.tt | 4 +- .../prog/en/modules/help/circ/returns.tt | 48 +++++--- .../modules/help/circ/selectbranchprinter.tt | 4 +- .../modules/help/circ/transferstoreceive.tt | 4 +- .../en/modules/help/circ/view_holdsqueue.tt | 6 +- .../en/modules/help/circ/waitingreserves.tt | 6 +- 12 files changed, 129 insertions(+), 78 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt index 4f8735d4cd..8808c908fb 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

Overdues with fines

+

Overdues with Fines

This report shows items that:

-

See the full documentation for transfers in the manual (online).

+

See the full documentation for Transfers in the manual (online).

[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt index 8dc2101b02..07f0b68142 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt @@ -2,9 +2,9 @@

Circulation

-

Circulation functions can be accessed in several different ways. On the main page of the staff client there are some quick links in the center of the page to check items out, in or transfer them. For a complete listing of circulation functions you can visit the Circulation page which is linked from the top left of every page or from the center of the main page.

+

Circulation functions can be accessed in several different ways. On the main page of the staff client there are some quick links in the center of the page to check items out, in or transfer them. For a complete listing of Circulation functions you can visit the Circulation page which is linked from the top left of every page or from the center of the main page.

-

Before circulating your collection you will want to set your global system preferences, basic parameters and patrons & circulation rules.

+

Before circulating your collection you will want to set your Global System Preferences, Basic Parameters and Patrons & Circulation Rules.

While in Circulation you can jump between the tabs on the quick search box at the top of the screen by using the following hot keys:

@@ -20,6 +20,6 @@

Tip: Mac users use the OPTION button in place of ALT

-

See the full documentation for circulation in the manual (online).

+

See the full documentation for Circulation in the manual (online).

[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt index 6ff7d93b74..e5bb318d9c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt @@ -1,64 +1,59 @@ [% INCLUDE 'help-top.inc' %] -

Checking out (issuing)

- -

To begin the checkout process you must enter the patron barcode or part of their name. The checkout option appears in three main places:

- - - -

Checking items out

+

Checking Out (Issuing)

To check an item out to a patron, first search for that patron using one of the many options listed above.

-

At the top of the Check Out screen is a box for you to type or scan the item's barcode into.

+

At the top of the Check Out screen is a box for you to type or scan the item's barcode into.

+ -

Below the box for the barcode there may be options for you to override the default due date for the item.

+

Below the box for the barcode there may be options for you to override the default due date for the item.

-

At the bottom of the page there is a summary of the patron's current checked out items along with the due date, items checked out today will appear at the top.

+

At the bottom of the page there is a summary of the patron's current checked out items along with the due date (and time if the item is an hourly loan), items checked out today will appear at the top.

- +

Tip If the checked out time is listed as 00:00 then the item is a daily loan item. The due time for daily checkouts will show 23:59 which is the last minute of the day.

-

Also at the bottom of the page is the list of items the patron has on hold +

Also at the bottom of the page is the list of items the patron has on hold

+ +

From the holds list you can suspend or resume patrons holds using the options at the bottom of the list.

+ +

If there are notes on the patron record these will appear to the right of the checkout box

+ +

If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron

+ +

Printing Receipts

Once you have checked out all of the items for the patron you can print them a receipt by choosing one of two methods.

-

The first is that you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick slip.'

+

If you have the CircAutoPrintQuickSlip preference set to 'open a print quick slip window' you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick slip.'

-

The second is that you can click the Print button at the top of the screen and choosing 'Print slip' or 'Quick slip'.

+

You can also click the Print button at the top of the screen and choose 'Print slip' or 'Print quick slip'.

-

If you choose 'Print slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Quick slip' will print only the items that were checked out today.

+

If you choose 'Print slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Print quick slip' will print only the items that were checked out today.

-

If there are notes on the patron record these will appear to the right of the checkout box

+

What prints on the slips can be customized by altering the slip templates under the Notices Slips tool.

-

If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron

+

Clear Patron Information

-

When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the 'X' in the top right of the patron's info to remove the current patron from the screen and start over.

+

When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the X in the top right of the patron's info to remove the current patron from the screen and start over.

-

Check out messages

+

If you have the CircAutoPrintQuickSlip preference set to 'clear the screen' then you simply need to hit enter or scan a blank barcode and the screen will be cleared of the current patron.

-

There are times when Koha will prevent the librarian from being able to check out items to a patron. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.

+

Check Out Messages

-

These are the possible messages you might see:

+

If you check out an item that has multiple pieces and you have cataloged that information in subfield 3 of the item record (in MARC21) a message will pop up when you check out that item telling you how many pieces should be there.

+ +

There are times when Koha will prevent the librarian from being able to check out items to a patron. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.

-

Check out warnings

+

Check Out Warnings

Sometimes checkouts will trigger warning messages that will appear in a yellow box above the check out field. These warnings need to be acknowledged before you will be able to continue checking items out.

-

These are the possible warnings you might see:

- -
  • Barcode not found
    • +
  • Barcode not found +
      +
    • Learn more about fast cataloging later in this manual.
      • +
    +
    • -

    See the full documentation for checking out in the manual (online).

    +

    Fast Add Cataloging

    + +

    Sometimes circulation librarians need to quickly add a record to the system for an item they are about to check out. This is called 'Fast Add.' To allow circulation librarians access to the Fast Add Cataloging tool, simply make sure they have the fast_cataloging permissions. There are two ways to add titles via fast add. If you know that you're about to check out an item that isn't in you catalog you can go to the Circulation module and click 'Fast cataloging.'

    + +

    The cataloging interface will open up with the short cataloging record

    + +

    After adding your cataloging data you will be asked to enter item data. Enter the items barcode, collection code, etc and save the item before checking it out.

    + +

    The other way to fast catalog is from the checkout screen. When you enter a barcode at checkout that Koha can't find, it will prompt you to use fast cataloging to add the item to Koha and check it out.

    + +

    Clicking 'Fast cataloging' will bring you to the fast cataloging form where you can enter the title information

    + +

    After clicking 'Save' you will be brought to the item record where the barcode will already be filled in with the barcode you're trying to check out.

    + +

    After clicking the 'Add item' button the item will automatically be checked out the patron you were trying to check the book out to originally.

    + +

    Circulation Messages

    + +

    Circulation messages are short messages that librarians can leave for their patrons or their colleagues that will appear at the time of circulation.

    + +

    Setting up Messages

    + +

    Circulation messages are set up as Authorized Values. To add or edit Circulation Messages you want to work with the BOR_NOTES value.

    + +

    Adding a Message

    + +

    When on the patron's check out tab you will see a link to 'Add a new message' to the right of the check out box.

    + +

    When you click 'Add a new message' you will be asked to choose if the message is for the librarians or the patron and the message you would like to leave.

    + +

    Viewing Messages

    + +

    Circulation messages meant for the staff will appear on the patron's checkout screen.

    + +

    Circulation messages meant for the patron will appear when they log into the OPAC.

    + +

    See the full documentation for Checking Out in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tt index fdf56890ea..5e847b5577 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tt @@ -11,6 +11,6 @@
  • Tip: Large libraries can choose to filter the report before it runs by setting the FilterBeforeOverdueReport system preference to 'Require'.
    • -

    See the full documentation for overdues in the manual (online).

    +

    See the full documentation for Overdues in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt index 4c1594a301..bbd0d28754 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Holds to pull

    +

    Holds to Pull

    This report will show you all of the items that have holds on them that are available at the library for pulling.

    @@ -14,15 +14,15 @@
  • RandomizeHoldsQueueWeight
      -
    • If 'RandomizeHoldsQueueWeight' and 'StaticHoldsQueueWeight' are set, the list of library codes in the 'StaticHoldsQueueWeight' system preference are randomized rather than statically ranked. If 'RandomizeHoldsQueueWeight' alone is set, the list of all available library codes is used to randomize the weight.
      • +
    • If 'RandomizeHoldsQueueWeight' and 'StaticHoldsQueueWeight' are set, the list of library codes in the 'StaticHoldsQueueWeight' system preference are randomized rather than statically ranked. If RandomizeHoldsQueueWeight alone is set, the list of all available library codes is used to randomize the weight.

    • If neither 'RandomizeHoldsQueueWeight' or 'StaticHoldsQueueWeight' is set, the holds queue is statically ranked according to how they are pulled out of the system database.

    -

    You can limit the results you see by using the 'Refine' box on the left side of the page

    +

    You can limit the results you see by using the Refine box on the left side of the page

    -

    See the full documentation for holds to pull in the manual (online).

    +

    See the full documentation for Holds to Pull in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt index bdc3381a91..1582fe587c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt @@ -1,10 +1,10 @@ [% INCLUDE 'help-top.inc' %] -

    Hold ratios

    +

    Hold Ratios

    Hold ratios help with collection development. Using this report you will be able to see how many of your patrons have holds on items and whether you should buy more. By default it will be set to the library needing 3 items per hold that has been placed. The report will tell you how many additional items need to be purchased to meet this quota.

    -

    See the full documentation for hold ratios in the manual (online).

    +

    See the full documentation for Hold Ratios in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt index 1e14d4bfe1..f848ff082a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt @@ -1,58 +1,76 @@ [% INCLUDE 'help-top.inc' %] -

    Checking in (returning)

    +

    Checking in (Returning)

    Checking in items can be performed from various different locations

    -

    Checking items in

    +

    Checking Items In

    To check an item in scan the barcode for the item into the box provided. A summary of all items checked in will appear below the checkin box

    If you are checking items in that were put in the dropbox while the library was closed you can check the 'Dropbox mode' box before scanning items. This will effectively roll back the returned date to the last date the library was open.

    You can also choose to forgive all overdue charges for items you are checking in by checking the 'Forgive overdue charges' box before scanning items.

    -

    Check in messages

    +

    Check In Messages

    There are several messages that can appear when checking items in:

    -

    See the full documentation for checking in in the manual (online).

    +

    Receiving Holds

    + +

    When items that are on hold are checked in or out the system will remind the circulation librarian that the item is on hold and offer them options for managing the hold.

    + +

    When you check in an item that has a hold on it the system will ask you to either confirm and transfer the item or just confirm the hold

    + +

    Clicking the Confirm button will mark the item as on hold for the patron. If the item needs to be transferred the item will also be marked as in transit to the proper branch. Clicking 'Ignore' will retain the hold, but allow you to check the item out to another patron. Choosing to confirm and print will present you with a printable page that you can slip inside the book with the necessary hold and/or transfer information.

    + +

    Once confirmed the hold will show on the patron record and on the checkout screen under the 'Hold' tab.

    + +

    The item record will also show that the item is on hold.

    + +

    In some cases a patron may come in to pick up a hold for their partner (or someone else in their household). In this case you want to make sure that the hold is cancelled when you check the item out to someone else. When trying to check out an item that is already waiting for someone else you will be presented with a warning message.

    + +

    From here you can check the item out to the patron at the desk and cancel the hold for the patron.

    + +

    See the full documentation for Checking In in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt index b913cbf265..1fbefd46ed 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Set library

    +

    Set Library

    By default you will enter the staff client as if you are at your home library. This library will appear in the top right of the Staff Client.

    @@ -8,6 +8,6 @@

    Once you have saved your changes you new library will appear in the top right.

    -

    See the full documentation for setting your library in the manual (online).

    +

    See the full documentation for Setting your Library in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt index 8f93352e5a..5b2b567fb3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Transfers To receive

    +

    Transfers To Receive

    This report will list all of the items that Koha thinks are in transit to your library.

    @@ -8,6 +8,6 @@

    Important: An item is considered late based on the number of days you have entered in the TransfersMaxDaysWarning system preference.

    -

    See the full documentation for transfers to receive in the manual (online).

    +

    See the full documentation for Transfers to Receive in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt index 8395024811..9e9c7308ad 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt @@ -1,9 +1,9 @@ [% INCLUDE 'help-top.inc' %] -

    Holds queue

    +

    Holds Queue

    -

    This report will show you all of the holds at your library. To generate this report, you must have the 'Build holds queue' cron job running.

    +

    This report will show you all of the holds at your library. To generate this report, you must have the Build Holds Queue cron job running.

    -

    See the full documentation for the holds queue in the manual (online).

    +

    See the full documentation for the Holds Queue in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt index 417d7f08c7..f6120e951c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt @@ -1,11 +1,11 @@ [% INCLUDE 'help-top.inc' %] -

    Holds awaiting pickup

    +

    Holds Awaiting Pickup

    This report will show all of the holds that are waiting for patrons to pick them up.

    -

    Items that have been on the hold shelf longer than you normally allow (based on the ReservesMaxPickUpDelay preference value) will appear on the 'Holds over' tab, they will not automatically be cancelled.

    +

    Items that have been on the hold shelf longer than you normally allow (based on the ReservesMaxPickUpDelay preference value) will appear on the 'Holds Over' tab, they will not automatically be cancelled.

    -

    See the full documentation for holds awaiting pickup in the manual (online).

    +

    See the full documentation for Holds Awaiting Pickup in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file -- 2.39.5