\r
1) To check out an item press *F1*, click *Check Out* on the Circulation toolbar, or select *Circulation* -> *Check Out Items*.\r
\r
+image::media/checkout_menu.png\r
+\r
2) Scan or enter patron's barcode and click *Submit* if entering barcode manually. If scanning, number is submitted automatically.\r
- \r
\r
-3) Scan or enter item barcode manually, clicking *Submit* if manual. \r
+image::media/retrieve_patron.png\r
+\r
+3) Scan or enter item barcode manually, clicking *Submit* if manual.\r
+\r
+image::media/checkout_item_barcode.png \r
\r
4) Due date is now displayed.\r
+\r
+image::media/due_date_display.png\r
\r
5) When all items are scanned, hit the *F1* key or click the *Check Out* button on the Circulation toolbar to generate slip receipt or to exit patron record if not printing slip receipts. \r
\r
\r
3) At prompt, click *Pre-Cataloged*. \r
\r
+image::media/pre_cat_alert.png\r
+\r
4) Enter required information and click *Check Out*.\r
\r
+image::media/precat.png\r
\r
[TIP]\r
On check-in, Evergreen will prompt staff to re-route the item to cataloging.\r
\r
Before you scan the item, select the *Specific Due Date* checkbox. Use the calendar widget to select a date. Or click in day, month or year, then use the up or down arrows to make the change or simply delete the data, then enter again. Time is used for hourly loan only. This date applies to all items until you change the date, de-select the *Specific Due Date* checkbox, or quit the patron record.\r
\r
+image::media/specify_due_date1.png\r
+\r
+image::media/specify_due_date2.png\r
\r
Check In (F2)\r
~~~~~~~~~~~~~\r
\r
1) To check in an item, select *Circulation -> Check In Items*, click *Check In* on the Circulation toolbar, or press *F2*.\r
\r
+image::media/check_in_menu.png\r
+\r
2) Scan item barcode or enter manually and click *Submit*.\r
+\r
+image::media/checkin_barcode.png\r
\r
3) If there is an overdue fine associated with the checkin, an alert will appear at the top of the screen with a fine tally for the current checkin session. To immediately handle fine payment, click the alert to jump to the patron's bill record.\r
\r
+image::media/overdue_checkin.png\r
+\r
Backdated check in\r
^^^^^^^^^^^^^^^^^^\r
\r
\r
1) To change effective check-in date, select *Circulation* -> *Check In Items*, or press *F2*. Use the calendar widget to choose the effective date.\r
\r
+image::media/backdate_checkin.png\r
+\r
2) The top green bar changes to red. The new effective date is now displayed in the header.\r
\r
+image::media/backdate_red.png\r
+\r
3) Move the cursor to the *Barcode* field. Scan the items. When finishing backdated check-in, change the *Effective Date* back to today's date.\r
\r
Backdate Post-Checkin\r
\r
1) Select the item on the Check In screen, click Actions for Selected Items -> Backdate Post-Checkin.\r
\r
+image::media/backdate_post_checkin.png\r
+\r
2) Use the calendar widget to select an effective check-in date. Click Apply. Overdue fines, if any, will be adjusted according to the new effective check-in date.\r
\r
+image::media/backdate_post_date.png\r
+\r
[TIP]\r
Checkin Modifiers\r
===================================================\r
- Auto-Print Hold and Transit Slips: slips will be automatically printed without prompt for confirmation.\r
\r
These options may be selected simultaneously. The selected option is displayed in the header area.\r
+\r
+image::media/checkin_options.png\r
+\r
====================================================\r
\r
Renewal and Editing the Item's Due Date\r
\r
1) Retrieve the patron record and go to the *Items Out* screen.\r
\r
+image::media/items_out_click.png\r
+\r
2) Select the item you want to renew. *Click on Actions for Selected Items* -> *Renew*. If you want to renew all items in the account, click *Renew All* instead.\r
\r
+image::media/renew_action.png\r
+\r
3) If you want to specify the due date, click *Renew with Specific Due Date*. You will be prompted to select a due date. Once done, click *Apply*.\r
+\r
+image::media/renew_specific_date.png\r
\r
[TIP]\r
Renewal can also be done on the *Item Status* screen. See the section called <<xref:anchor-itemstatus, Item Status (F5)>> for more information.\r
\r
2) Scan or manually entire the item barcode.\r
\r
+image::media/renew_item.png\r
+\r
3) If you want to specify the due date, click *Specific Due Date* and select a new due date from the calendar.\r
\r
+image::media/renew_item_calendar.png\r
+\r
Editing Due Date\r
^^^^^^^^^^^^^^^^\r
\r
\r
2) Select the item you want to renew. Click on *Actions for Selected Items* -> *Edit Due Date*.\r
\r
+image::media/edit_due_date_action.png\r
+\r
3) Select a new due date in the pop-up window, then click *Apply*.\r
\r
[TIP]\r
\r
2) Select the item. Click on *Actions for Selected Items* -> *Mark Lost (by Patron)*.\r
\r
+image::media/mark_lost.png\r
+\r
3) The lost item now displays in the *Lost/Claimed Returned/Long Overdue, Has Unpaid Billings* section of the patron record.\r
\r
+image::media/lost_cr_section.png\r
+\r
4) The lost item also adds to the count of *Lost* items in the patron summary on the left (or top) of the screen. \r
\r
+image::media/patron_summary_checkouts.jpg\r
+\r
[NOTE]\r
Lost Item Billing\r
========================\r
\r
2) Select the item, then select *Actions for Selected Items* -> *Mark Claimed Returned* from the dropdown menu.\r
\r
+image::media/mark_claims_returned.png\r
+\r
3) Select a date and click *Apply*.\r
\r
+image::media/claimed_date.png\r
+\r
4) The Claimed Returned item now displays in the *Lost/Claimed Returned/Long Overdue, Has Unpaid Billings* section of the patron record.\r
\r
-5) The Claimed Returned item adds to the count of Check Outs that are Claimed Returned in the patron summary on the left (or top) of the screen. It also adds to the total *Claims-returned Count* (including those that are current Check Outs and those that have since been returned) that is displayed by editing the patron's record. \r
+image::media/lost_cr_section.png\r
+\r
+5) The Claimed Returned item adds to the count of Check Outs that are Claimed Returned in the patron summary on the left (or top) of the screen. It also adds to the total *Claims-returned Count* (including those that are current Check Outs and those that have since been returned) that is displayed when editing the patron's record. \r
+\r
+image::media/patron_summary_checkouts.jpg\r
\r
[NOTE]\r
More on Claimed Returned Items\r
In-house Use (F6)\r
~~~~~~~~~~~~~~~~~\r
1) To record in-house use, select *Circulation* -> *Record-In House Use*, click *Check Out* -> *Record In-House Use* on the circulation toolbar , or press *F6*. \r
+\r
+image::media/record_in_house_action\r
\r
2) To record in-house use for cataloged items, enter number of uses, scan barcode or type barcode and click *Submit*.\r
\r
+image::media/in_house_use.png\r
+\r
[NOTE] \r
The statistics of in-house use are separated from circulation statistics. The in-house use count of cataloged items is not included in the items' total use count.\r
\r
\r
1) To check the status of an item, select *Search* -> *Search for copies by Barcode* or *Circulation* -> *Show Item Status by Barcode*; click the *Item Status button* on the circulation or cataloging toolbar; or press *F5*.\r
\r
+image::media/item_status_menu.png\r
+\r
2) Scan the barcode or type it and click *Submit*. The current status of the item is displayed with selected other fields. You can use the column picker to select more fields to view.\r
\r
+image::media/item_status_barcode.png\r
+\r
3) Click the *Alternate View* button, and the item summary and circulation history will be displayed.\r
\r
+image::media/item_status_altview.png\r
+\r
4) Click *List View* to go back.\r
\r
+image::media/item_status_list_view.png\r
+\r
[NOTE]\r
If the item's status is "Available", the displayed due date refers to the previous circulation's due date.\r
\r
\r
2) Select *Actions for Selected Items* -> *Show Last Few Circulations*.\r
\r
+image::media/last_few_circs_action.png\r
+\r
3) The item's recent circulation history is displayed.\r
\r
+image::media/last_few_circs_display.png\r
+\r
4) To retrieve the patron(s) of the last circulations, click the *Retrieve Last Patron* or the *Retrieve All These Patrons* button at the bottom of the above screen. Patron record(s) will be displayed in new tab(s).\r
\r
[TIP]\r
1) To mark items damaged or missing, retrieve the item on the *Item Status* screen.\r
\r
2) Select the item. Click on *Actions for Selected Items* -> *Mark Item Damaged* or *Mark Item Missing*.\r
+\r
+image::media/mark_missing_damaged.png\r
+\r
[NOTE}\r
Depending on the library's policy, when marking an item damaged, bills (cost and/or processing fee) may be inserted into the last borrower's account. \r
\r
\r
3) The item record is displayed in the *Copy Editor*.\r
\r
-4) Click *Alert Message* in the *Miscellaneous* column. The background color of the box changes. Type in the message then click *Apply*. 5) Click *Modify Copies*, then confirm the action.\r
+image::media/copy_edit_alert.png\r
+\r
+4) Click *Alert Message* in the *Miscellaneous* column. The background color of the box changes. Type in the message then click *Apply*. \r
+\r
+image::media/copy_alert_message.png\r
+\r
+5) Click *Modify Copies*, then confirm the action.\r
projects / Evergreen-DocBook.git / commitdiff