\r
1) Select Admin --> Server Administration --> Booking --> Resource Types.\r
\r
+image::media/booking-create-resourcetype-1.png[]\r
+\r
2) A list of current resource types will appear. Use Back and Next buttons to browse the whole list.\r
\r
+image::media/booking-create-resourcetype-2.png[]\r
+\r
[NOTE]\r
You may also see cataloged items in the list. Those items have been marked bookable or booked before.\r
\r
\r
3) To create a new resource type, click New Resource Type in the top right corner, .\r
\r
+image::media/booking-create-resourcetype-3.png[]\r
+\r
4) A box will appear in which you create your new type of resource.\r
\r
+image::media/booking-create-bookable-1.png[]\r
+\r
* Resource Type Name - Give your resource a name.\r
* Fine Interval - How often will fines be charged? This period can be input in several ways:\r
\r
\r
5) Click Save when you have entered the needed information.\r
\r
+image::media/booking-create-resourcetype-4.png[]\r
+\r
6) The new resource type will appear in the list.\r
\r
+image::media/booking-create-resourcetype-5.png[]\r
+\r
Create New Resource Attribute\r
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
\r
\r
3) A box will appear in which you can add the attributes of the resource. Attributes are categories of descriptive information that are provided to the staff member when the booking request is made. For example, an attribute of a projector may be the type of projector. Other attributes might be the number of seats available in a room, or the computing platform of a laptop.\r
\r
+image::media/booking-create-bookable-2.png[]\r
+\r
* Resource Attribute Name - Give your attribute a name.\r
* Owning Library - The home library of the resource.\r
* Resource Type - Type in the first letter to list then choose the Resource Type to which the Attribute is applicable.\r
\r
3) A box will appear in which you assign a value to a particular attribute. Values can be numbers, words, or a combination of them, that describe the particular aspects of the resource that have been defined as Attributes. As all values appear on the same list for selection, values should be as unique as possible. For example, a laptop may have a computing platform that is either PC or Mac.\r
\r
+image::media/booking-create-bookable-3.png[]\r
+\r
* Owning Library - The home library of the resource.\r
* Resource Attribute - The attribute you wish to assign the value to.\r
* Valid Value - Enter the value for your attribute.\r
\r
3) A box will appear. Add information for the resource.\r
\r
+image::media/booking-create-bookable-4.png[]\r
+\r
* Owning Library - The home library of the resource.\r
* Resource Type - Type in the first letter of the resource type's name to list then select the resource type for your item.\r
* Barcode - Barcode for the resource.\r
\r
3) A box will appear in which you will map your attributes and values to your resources.\r
\r
+image::media/booking-create-bookable-5.png[]\r
+\r
* Resource - Enter the barcode of your resource.\r
* Resource Attribute - Select an attribute that belongs to the Resource Type.\r
* Attribute Value - Select a value that belongs to your chosen attribute and describes your resource. If your attribute and value do not belong together you will be unable to save.\r
\r
5) The resource attribute map will appear in the list.\r
\r
+Once all attributes have been mapped your resource will be part of a hierarchy similar to the example below.\r
+\r
+image::media/booking-create-bookable-6.png[]\r
+\r
\r
Editing Non-Bibliographic Resources\r
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
\r
2) Select Other --> Booking --> Create or Cancel Reservations. This takes you to the Reservations Screen.\r
\r
+image::media/booking-create-1.png[]\r
+\r
3) For non-catalogued items, choose a Bookable Resource Type and click Next. For catalogued items, enter the barcode in Enter the barcode of a catalogued, bookable resource box, then click Next beside the box.\r
\r
+image::media/booking-create-2.png[]\r
+\r
4) For non-catalogued resources, the Bookable Resource Type and the items associated with the type will appear.\r
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+image::media/booking-create-3.png[]\r
+\r
For catalogued items, the title and the item will display in the box.\r
\r
5) Select the date and time for the reservation in I need this resource... area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.\r
\r
+image::media/booking-create-4.png[]\r
+\r
[NOTE]\r
If incorrect date and time is selected, the date/time boxes will appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. There must be at least 15 minutes between the creation of the reservation and the start time of the reservation.\r
\r
6) For non-catalogued resources, patrons may specify special feature(s), if any, of the resource. With these attributes: allows you to do so. For example, if a patron is booking a laptop he/she can choose between PC and Mac and even choose a specific operating system if they need to. Click the drop down arrow to select your option from the list.\r
\r
+image::media/booking-create-5.png[]\r
+\r
7) Select the pickup location from the dropdown list.\r
\r
-8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.\r
+image::media/booking-create-6.png[]\r
+\r
+8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it \r
+and then click Reserve Selected.\r
+\r
+image::media/booking-create-7.png[]\r
\r
9) A message will confirm that the action succeeded. Click OK on the prompt.\r
\r
10) The screen will refresh and the reservation will appear below the patron’s name at the bottom of the screen.\r
\r
+image::media/booking-create-9.png[]\r
+\r
To create a reservation from a booking resource\r
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
\r
\r
1) From the Booking menu, select Create Reservations\r
\r
+image::media/booking-create-module-1.png[]\r
+\r
2) Choose a Bookable Resource Type and click Next or enter the barcode of a catalogued resource and click Next.\r
\r
+image::media/booking-create-module-2.png[]\r
+\r
3) For non-catalogued resources, a screen showing the Bookable Resource Type and the items associated with the type will appear.\r
\r
+image::media/booking-create-module-3.png[]\r
+\r
For catalogued resources, the title and item will appear.\r
\r
4) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.\r
\r
+image::media/booking-create-module-4.png[]\r
+\r
5) Select the date and time for the reservation in I need this resource... area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.\r
\r
+image::media/booking-create-4.png[]\r
+\r
[NOTE]\r
If incorrect date and time is selected, the date/time boxes will appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. The times must be set correctly for the reservation to be created. There must be at least 15 minutes between the creation of the reservation and the start time of the reservation.\r
\r
\r
6) For non-catalogued resources, patrons may specify special feature(s), if any, of the resource. The With these attributes: allows you to do so. For example, if a patron is booking a laptop they can choose between PC and Mac and even choose a specific operating system if they need to. Click the dropdown arrow to select your option from the list.\r
\r
+image::media/booking-create-5.png[]\r
+\r
7) Select the pickup location from the dropdown list.\r
\r
+image::media/booking-create-6.png[]\r
+\r
8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.\r
\r
+image::media/booking-create-7.png[]\r
+\r
9) A message will confirm that the action succeeded. Click OK on the prompt.\r
\r
10) The screen will refresh and the reservation will appear below the patron’s name at the bottom of the screen.\r
\r
+image::media/booking-create-9.png[]\r
+\r
+\r
Search the catalogue to create a reservation\r
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
\r
\r
1) To create a pull list, select Booking --> Pull List.\r
\r
+image::media/booking-pull-1.png[]\r
+\r
2) You can decide how many days in advance you would like to pull reserved items. Enter the number of days in the box adjacent to Generate list for this many days hence. For example, if you would like to pull items that are needed today, you can enter 1 in the box, and you will retrieve items that need to be pulled today.\r
\r
3) Click Fetch to retrieve the pull list.\r
\r
+image::media/booking-pull-2.png[]\r
+\r
4) The pull list will appear. Click Print to print the pull list.\r
\r
+image::media/booking-pull-3.png[]\r
+\r
Capturing Items for Reservations\r
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
\r
\r
1) In the staff client, select Booking --> Capture Resources.\r
\r
+image::media/booking-capture-1.png[]\r
+\r
2) Scan the item barcode or type the barcode then click Capture.\r
\r
+image::media/booking-capture-2.png[]\r
+\r
3) The message Capture succeeded will appear to the right. Information about the item will appear below the message. Click Print button to print a slip for the reservation.\r
\r
+image::media/booking-capture-3.png[]\r
+\r
\r
Picking Up Reservations\r
~~~~~~~~~~~~~~~~~~~~~~~\r
\r
1) Ready-for-pickup reservations can be listed from Other --> Booking --> Pick Up Reservations within a patron record or Booking --> Pick Up Reservations.\r
\r
+\r
+image::media/booking-pickup-1.png[]\r
+\r
+image::media/booking-pickup-module-1.png[]\r
+\r
+\r
2) Scan the patron barcode if using Booking --> Pick Up Reservations.\r
\r
3) The reservation(s) available for pickup will display. Select those you want to pick up and click Pick Up.\r
\r
+image::media/booking-pickup-2.png[]\r
+\r
4) The screen will refresh to show that the patron has picked up the reservation(s).\r
\r
+image::media/booking-pickup-3.png[]\r
+\r
\r
Returning Reservations\r
~~~~~~~~~~~~~~~~~~~~~~\r
\r
1) To return reservations, select Booking --> Return Reservations\r
\r
+image::media/booking-return-module-1.png[]\r
+\r
2) You can return the item by patron or item barcode. Here we choose Resource to return by item barcode. Scan or enter the barcode, and click Go.\r
\r
+image::media/booking-return-module-2.png[]\r
+\r
3) A pop up box will tell you that the item was returned. Click OK on the prompt.\r
\r
4) If we select Patron on the above screen, after scanning the patron's barcode, reservations currently out to that patron are displayed. Highlight the reservations you want to return, and click Return.\r
\r
+image::media/booking-return-2.png[]\r
+\r
5) The screen will refresh to show any resources that remain out and the reservations that have been returned.\r
\r
+image::media/booking-return-module-4.png[]\r
+\r
[NOTE]\r
Reservations can be returned from within patron records by selecting Other --> Booking --> Return Reservations\r
\r
\r
2) Select Other --> Booking --> Create or Cancel Reservations.\r
\r
+image::media/booking-create-1.png[]\r
+\r
3) The existing reservations will appear at the bottom of the screen.\r
\r
+image::media/booking-cancel-1.png[]\r
+\r
4) Highlight the reservation that you want to cancel. Click Cancel Selected.\r
\r
+image::media/booking-cancel-2.png[]\r
+\r
[NOTE]\r
Use Shift or Ctrl on keyboard and mouse click to select multiple reservations if needed.\r
\r
\r
6) The screen will refresh, and the cancelled reservation(s) will disappear.\r
\r
+image::media/booking-cancel-4.png[]\r
+\r
Cancel a reservation on reservation creation screen\r
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
\r
projects / Evergreen-DocBook.git / commitdiff
