issue. This is very common in academic libraries where researchers may
request a copy of a single article found in a journal.
-First enable your system preference for :ref:`ArticleRequests`.
+.. _setting-up-article-requests-label:
+
+Setting up article requests
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+First, enable your system preference for :ref:`ArticleRequests`.
Set to 'Enable' patrons to place article requests.
following fields mandatory for records that are only record level
requestable
-Next you will want to go into your circulation and fine rules matrix and
-select each rule that you want to allow requests.
+Next you will want to go into your :ref:`circulation and fine rules
+matrix<circulation-and-fine-rules-label>` and select each rule for which
+you want to allow requests.
You can allow requests to be made at the record level, item level,
yes (which means both) and no (which means no article requests may
be placed).
+.. _placing-article-requests-label:
+
+Placing article requests
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
Now you can place requests on both the staff client and OPAC.
+In the staff client, on the record details page, you will see a
+'Request article' button at the top and an 'Article requests' tab
+to the left. The two options lead to the same page.
+
+|image1394|
+
+Just like a hold, you will be prompted to enter the patron's card
+number or name.
+
+|image1395|
+
+Fill in the form.
+
+|image1396|
+
+ **Note**
+
+ Remember, the mandatory fields are set through the three system
+ preferences :ref:`ArticleRequestsMandatoryFields`,
+ :ref:`ArticleRequestsMandatoryFieldsItemOnly`, and
+ :ref:`ArticleRequestsMandatoryFieldsRecordOnly`.
+
+If allowed, choose the specific item to request.
+
+Then, click on 'Place request'.
+
+From the OPAC, patrons can place requests themselves either from the
+results list
+
+|image1397|
+
+or by going to the detailed record.
+
+|image1398|
+
+As with a hold, if the patron is not logged in, they will be
+asked to do so.
+
+The form is the same as the one in the staff interface.
+
+|image1399|
+
+If allowed, the patron chan choose the specific item to request.
+
+From their acocunt, the patron will be able to follow the progress
+of their request from 'pending'
+
+|image1400|
+
+to 'processing'.
+
+|image1401|
+
+The patron will also receive an email notification when the status of
+the request changes.
+
+Once the request is completed the patron will receive an email notification
+and the article request will no longer appear in their account.
+
+Managing article requests
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
Once the article request has been placed, staff will see new requests at
the bottom of the home page on the staff client. (In the same location
as tags, comments and modifications).
+|image1402|
+
From there staff will be able to select requests to process.
+|image1403|
+
The first step would be for a staff member to process the request, that moves
the request to the processing tab and alerts other staff members that the
-request is in process. On the actions column, click on the dropdown menu and
-select process request. This will move the request to the processing tab.
+request is in process. In the actions column, click on the dropdown menu and
+select 'Process request'. This will move the request to the processing tab.
+
+|image1404|
Next staff will go to the shelf and make a copy of the requested article.
-Once that is complete, staff can print the Article request slip (this can be
-customized in notices and slips) and staple or paper clip it to the article.
-In the actions column, you can select the dropdown and select print slip.
+Once that is complete, staff can print the article request slip (this can be
+customized in :ref:`notices and slips<notices-&-slips-label>` under AR\_SLIP)
+and staple or paper clip it to the article. In the actions column, you can
+select the dropdown and select print slip.
Finally, staff will select the complete article request from the actions
dropdown menu which will send a notice to the patron who made the request
This removes the article request from the processing tab.
+ **Note**
+
+ Actions can also be made in bulk by checking the boxes next to the
+ requests to process or by clicking 'Select all', and choosing the new
+ status from the actions menu on top of the table.
+
+ |image1405|
+
.. _overdues-label:
Overdues
.. |image1391| image:: images/opac/checkoutnote.png
.. |image1392| image:: images/patrons/account_renewal_date.png
.. |image1393| image:: images/patrons/renew_account.png
+.. |image1394| image:: images/circ/articlerequests/placingrequest1.png
+.. |image1395| image:: images/circ/articlerequests/placingrequest2.png
+.. |image1396| image:: images/circ/articlerequests/placingrequest3.png
+.. |image1397| image:: images/circ/articlerequests/opacresults.png
+.. |image1398| image:: images/circ/articlerequests/opacdetails.png
+.. |image1399| image:: images/circ/articlerequests/opacform.png
+.. |image1400| image:: images/circ/articlerequests/opacarticlerequestpending.png
+.. |image1401| image:: images/circ/articlerequests/opacarticlerequestprocessing.png
+.. |image1402| image:: images/circ/articlerequests/staffinterfacenotification.png
+.. |image1403| image:: images/circ/articlerequests/requestmanagement.png
+.. |image1404| image:: images/circ/articlerequests/actionsmenu.png
+.. |image1405| image:: images/circ/articlerequests/batchprocess.png
+
projects / kohadocs.git / commitdiff
