.. _patrons-and-circulation-label:
-Patrons and Circulation
+Patrons and circulation
------------------------------------------
.. _patron-lists-label:
Creating a new club template
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Click on the 'New Club template' button. Here you can add fields that can be
+Click on the 'New club template' button. Here you can add fields that can be
filled out at the time a new club is created based on the template, or a new
enrollment is created for a given club based on the template.
|image1364|
-The name is required. This could be something like 'Adult Book Club', 'Children’s
-Book Club' or 'Summer Reading Program'. Remember these templates will be starting
+The name is required. This could be something like 'Adult book club', 'Children’s
+book club' or 'Summer reading program'. Remember these templates will be starting
point for each club you create.
The description can be any additional information.
-Allow Public Enrollment: if this box is checked it will allow patrons to enroll
+Allow public enrollment: if this box is checked it will allow patrons to enroll
in a club based on this template from the OPAC.
Require valid email address: if this box is checked only patrons
Comments
~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Patrons and Circulation > Comments
+- *Get there:* More > Tools > Patrons and circulation > Comments
All comments added by patrons via the OPAC to bibliographic records
require moderation by the librarians. If there are comments awaiting
|image251|
-and next to the Comments tool on the Tools Module
+and next to the Comments tool on the Tools page
|image1219|
To moderate comments click on the notification on the main dashboard or
-go directly to the Comments Tool and click 'Approve' or 'Delete' to the
+go directly to the Comments tool and click 'Approve' or 'Delete' to the
right of the comments awaiting moderation.
|image252|
- Since values can contain spaces, additional doubled-quotes may
be required:
- - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""
+ - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox""
**Note**
.. _importing-patrons-label:
-Importing Patrons
+Importing patrons
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Once you have created your file, you can use the patron import tool to
- Next you can choose default values to apply to all patrons you are
importing
- - ex. If you're importing patrons specific to one branch you can use
+ - For example, if you're importing patrons specific to one branch you can use
the field on the import form to apply the branch code to all those
you are importing.
-- Finally you need to decide on what data you want to replace if there
+- Finally, you need to decide on what data you want to replace if there
are duplicates.
- A matching record is found using the field you chose for matching
Stock Rotation
~~~~~~~~~~~~~~
-The stock rotation tool allows library staff to create rotation plans and add
-items to them. A cronjob is then used to cycle these items round the specified
-libraries on the rotation plan, moving them to the next stage after the
-prescribed period of time has passed at the current stage. Email notices may be
-used to provide the library branches with a list of items to be put in-transit
-to the next branch and if an item is found to be on loan at the time that it
-should be transfered then an alert will be displayed when it is next returned.
+Stock Rotation helps to spread resources more fairly amongst library branches
+and allows patrons to see a wider range of titles.
+
+Items are popular whilst they are new at a particular branch. However, their
+use often tails off over time. This tool empowers librarians to automate the
+movement of items on to another branch before usage declines and thereby
+extends the items useful life.
+
+Library staff create rotation plans and then assign them to items. A cronjob
+is then used to cycle these items round the specified libraries on the
+rotation plan, moving them to the next stage after the prescribed period
+of time has passed at the current stage.
+
+Email notices may be used to provide the library branches with a list of
+items to be put in-transit to the next branch and if an item is found to be
+on loan at the time that it should be transfered then an alert will be
+displayed when it is next returned.
From the stock rotation tool page you can add new rotation plans and see a
summary of your currently configured rotation plans. You can then edit plan