From 008d0b3438c74659f0115d63f29432b1e82853ad Mon Sep 17 00:00:00 2001 From: Nicole Date: Mon, 2 Mar 2015 07:48:12 -0800 Subject: [PATCH] Bug 13771: Update Circ Help File This updates the main circulation help file with new features in 3.18. To test: * visit circulation page * click help * review text Signed-off-by: Jesse Maseto Signed-off-by: Katrin Fischer Signed-off-by: Tomas Cohen Arazi --- .../prog/en/modules/help/circ/circulation.tt | 23 +++++++++++++++---- 1 file changed, 18 insertions(+), 5 deletions(-) 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 82f4f83fd5..ec54f40d33 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 @@ -2,7 +2,9 @@

Checking out (Issuing)

-

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

+

To check an item out to a patron, first search for that patron using one of the many options listed above. You will then be presented with the checkout screen.

+ +

If you have chosen to 'Always show checkouts immediately' then you will see the list of checkouts below the check out box.

At the top of the Check Out screen is a box for you to type or scan the item's barcode into. @@ -11,18 +13,25 @@

  • If the barcode is not found you will be prompted to use fast cataloging to add the item. Learn more about fast cataloging later in this manual.
    • +
  • If you have itemBarcodeFallbackSearch set to 'Enable' then you can enter a keyword search in this box instead of just a barcode (this will make it possible to check out using title and/or call number).
-

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 you will see a checkbox for 'Automatic renewal'. This will allow this item to automatically renew if the appropriate cron job is running and there are no holds on the item.

+ +

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

  • This option will only appear if you have set the SpecifyDueDate system preference to allow staff to override the due date
+

If you're allowing the checkout of items on site to patrons (these are usually items that are not for loan that you would like to check for in library use) then you will see the 'On-site checkout' checkbox.

+

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.

+

If you checked out an item for on site use you will see that highlighted in red in the checkout summary.

+

If you have set your ExportWithCsvProfile preference, you will also see the option to export the patron's current checkout information using a CSV Profile or ISO2709 (MARC21) format.

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

@@ -35,6 +44,8 @@

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

+

The details of the checkouts will appear on the bib detail page in the staff client as well.

+

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.

@@ -65,9 +76,11 @@
  • You can set the amount at which patron checkouts are blocked with the noissuescharge system preference
    • -
  • Patron has been barred from the library +
  • Patron has a restriction on their account
      -
    • This can be set by the librarian editing a patron record and adding a flag or by the Overdue/Notice Status Triggers
      • +
    • This can be set by the librarian editing a patron record and adding a restriction or by the Overdue/Notice Status Triggers
      • + +
    • If the staff member has the right permission they can override the restriction temporarily
  • Patron needs to confirm their address @@ -101,7 +114,7 @@
  • Barcode not found
      -
    • Learn more about fast cataloging later in this manual.
      • +
    • Learn more about fast cataloging later in this file.
  • Item being checked out is marked as 'lost' -- 2.39.5