is recommended that the image be 200x300 pixels, but smaller images
will work as well.
-.. _rotating-collections-label:
-
-Rotating Collections
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Rotating Collections
-
-Rotating Collections is a tool for managing collections of materials
-that frequently get shifted from library to library. It adds the ability
-to store not only an item's home library and current location but also
-information about where it is supposed to be transferred to next to
-ensure that all items in the collection are sent to the correct library.
-When an item in a rotating collection is checked in, library staff is
-notified that the item is part of a rotating collection and which branch
-it should be sent to if it is not at the correct one.
-
- **Important**
-
- The :ref:`AutomaticItemReturn` system preference
- must be set to "Don't automatically transfer items to their home
- library when they are returned" for Rotating Collections to function
- properly.
-
-- To create a new rotating collection, click the "New Collection"
- button, fill in the Title and Description, and click Submit. Once
- submitted you'll see "Collection Name added successfully"; click
- "Return to rotating collections home" to return to the main Rotating
- Collections management page (or click Rotating Collections in the
- sidebar).
-
-- To add items to a collection, click "Add or remove items" next to the
- collection's name in the list of collections. Under "Add or remove
- items" scan or type in the barcode of the item you wish to add to the
- collection, and hit Enter or click Submit if necessary.
-
-- To remove an item from a collection, either click Remove next to the
- item's barcode in the list of items within the collection or check
- the "Remove item from collection" box next to the Barcode text box
- under "Add or remove items, and scan or type in the barcode, clicking
- Submit or hitting Enter if necessary. Note: The "Remove item from
- collection" checkbox will remain checked as long as you are on the
- "Add or remove items" page, unless you uncheck it, to facilitate
- quickly removing a number of items at a time by scanning their
- barcodes.
-
-.. _transfer-a-rotating-collection-label:
-
-Transfer a Rotating Collection
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Transferring a collection will:
-
-- Change the current location of the items in that collection to the
- library it is to be transferred to
-
-- Initiate a transfer from its original current location/holding
- library to the current location/holding library it is to be rotated
- to. When a library receives a collection they will need to check in
- the items to complete the transfer.
-
-You can transfer a collection in one of two ways:
-
-- From the main Rotating Collections page, click on Transfer next to
- the title of the collection you wish to transfer; choose the library
- you wish to transfer the collection to and click "Transfer
- collection".
-
-- Or, from the "add or remove items" page for a collection, you can
- click the Transfer button, choose the library you wish to transfer
- the collection to and click "Transfer Collection".
-
- **Important**
-
- In order to complete the transfer process, the library receiving the
- rotating collection should check in all items from the collection as
- they receive them. This will clear the transfer so that the items
- are no longer shown as being "in transit".
-
-If an item in a rotating collection is checked in at a library other
-than the one it is supposed to be transferred to, a notification will
-appear notifying library staff that the item is part of a rotating
-collection, also letting them know where the item needs to be sent.
-
-|image292|
-
-.. _patrons-stock_rotation
-
-Stock Rotation
-~~~~~~~~~~~~~~
-
-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
-details, activate and deactivate plans and manage stages and items on a given
-rotation plan.
-
-|image1381|
-
-This tool utilises a cron job that must be configured to run on a daily basis.
-
-Editing rota details
-^^^^^^^^^^^^^^^^^^^^
-
-|image1382|
-
-Name: A clear name or code to identify the rota
-
-Cyclical: Denotes whether items remain (No) at the last library on the rotation
-plan upon reaching the end of the rota or whether they continue (Yes) to rotate,
-returning back to the first library on the rotation plan once they have
-completed their alloted time at the last library, indefinitely until manually
-removed from the rota.
-
-Active: Denotes whether a rota is active and as such whether items on it are
-rotating. It also governs whether items may be added to and removed from the
-rota. A rota may be switched between active and inactive at any time allowing
-for rota maintanence.
-
-Description: One may optionally add an expanded description of the rota for
-display in summary views.
-
-
-Managing rota stages
-^^^^^^^^^^^^^^^^^^^^
-
-|image1383|
-
-Stages may be edited, added, removed and re-ordered at any time from this page.
-
-Library: The library the item will be at during this stage
-
-Duration: The amount of time the item should stage at this stage
-
-
-Managing rota items - Tool view
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-|image1384|
-
-Items can be added to a rota individually (by barcode) or in bulk (via the
-upload of a line delimited barcode file) on this page.
-
-You will also be presented with a summary of all items on the rota with their
-current location and you have the options to immediately progress items, mark
-items as 'in demand' and remove an item from rotation.
-
-In demand: If an item is marked as 'in demand' then the duration the item will
-stay at it's current stage will be doubled compared to what is set in the
-rota. This is often used for items that are found to be unexpectedly popular at
-a particular library.
-
-Managing rota items - Catalog view
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-|image1385|
-
-Rotating items may also be managed from the catalog view: When stock rotation is
-enabled a new menu tab 'Rota' will appear on a catalog records detail view.
-
-All attached items will appear in the summary view with their current status in
-relation to rotas and the option to mark items as 'in demand' or immediately
-progress them. You can also remove items from rotation and add items to rotas
-here too.
-
-Managing rotation notices
-^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Stock rotation can send email notices to branch libraries to aid in selecting
-the items due for rotation. Branch 'Reply-to' addresses will be used in
-preference to 'Email' addresses for the notice recipients.
-
-The contents of the notices can be customised in the normal manor through the
-notices tool and the relevant notice has the code SR_SLIP.
-
-Permissions
-^^^^^^^^^^^
-
-The stock rotation tool uses two distinct permissions:
-
-manage_rotas:
- this governs a users ability to create, update and delete a rota.
-
-manate_rota_items:
- this governs a users ability to add, remove and progress
-items on a rota.
-
.. _catalog-label:
|image337|
+.. _rotating-collections-label:
+
+Rotating collections
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Tools > Catalog > Rotating collections
+
+Rotating collections is a tool for managing collections of materials
+that frequently get shifted from library to library. It adds the ability
+to store not only an item's home library and current location but also
+information about where it is supposed to be transferred to next to
+ensure that all items in the collection are sent to the correct library.
+When an item in a rotating collection is checked in, library staff is
+notified that the item is part of a rotating collection and which branch
+it should be sent to if it is not at the correct one.
+
+ **Important**
+
+ The :ref:`AutomaticItemReturn` system preference
+ must be set to "Don't automatically transfer items to their home
+ library when they are returned" for rotating collections to function
+ properly.
+
+- To create a new rotating collection, click the "New collection"
+ button, fill in the title and description, and click "Submit". Once
+ submitted you'll see "Collection name added successfully"; click
+ "Return to rotating collections home" to return to the main Rotating
+ collections management page (or click Rotating collections in the
+ sidebar).
+
+- To add items to a collection, click "Actions" and choose "Add or
+ remove items" next to the collection's name in the list of
+ collections. Under "Add or remove items" scan or type in the barcode
+ of the item you wish to add to the collection, and hit enter or click
+ 'Submit' if necessary.
+
+- To remove an item from a collection, either click 'Remove' next to the
+ item's barcode in the list of items within the collection or check
+ the "Remove item from collection" box next to the Barcode text box
+ under "Add or remove items", and scan or type in the barcode, clicking
+ "Submit" or hitting Enter if necessary. Note: The "Remove item from
+ collection" checkbox will remain checked as long as you are on the
+ "Add or remove items" page, unless you uncheck it, to facilitate
+ quickly removing a number of items at a time by scanning their
+ barcodes.
+
+.. _transfer-a-rotating-collection-label:
+
+Transfer a rotating collection
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Transferring a collection will:
+
+- Change the current location of the items in that collection to the
+ library it is to be transferred to
+
+- Initiate a transfer from its original current location/holding
+ library to the current location/holding library it is to be rotated
+ to. When a library receives a collection they will need to check in
+ the items to complete the transfer.
+
+You can transfer a collection in one of two ways:
+
+- From the main Rotating collections page, click on "Actions" and choose
+ "Transfer" next to the title of the collection you wish to transfer;
+ choose the library you wish to transfer the collection to and click "Transfer
+ collection".
+
+- Or, from the "add or remove items" page for a collection, you can
+ click the "Transfer" button, choose the library you wish to transfer
+ the collection to and click "Transfer Collection".
+
+ **Important**
+
+ In order to complete the transfer process, the library receiving the
+ rotating collection should check in all items from the collection as
+ they receive them. This will clear the transfer so that the items
+ are no longer shown as being "in transit".
+
+If an item in a rotating collection is checked in at a library other
+than the one it is supposed to be transferred to, a notification will
+appear notifying library staff that the item is part of a rotating
+collection, also letting them know where the item needs to be sent.
+
+|image292|
+
+.. _patrons-stock_rotation
+
+Stock Rotation
+~~~~~~~~~~~~~~
+
+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
+details, activate and deactivate plans and manage stages and items on a given
+rotation plan.
+
+|image1381|
+
+This tool utilises a cron job that must be configured to run on a daily basis.
+
+Editing rota details
+^^^^^^^^^^^^^^^^^^^^
+
+|image1382|
+
+Name: A clear name or code to identify the rota
+
+Cyclical: Denotes whether items remain (No) at the last library on the rotation
+plan upon reaching the end of the rota or whether they continue (Yes) to rotate,
+returning back to the first library on the rotation plan once they have
+completed their alloted time at the last library, indefinitely until manually
+removed from the rota.
+
+Active: Denotes whether a rota is active and as such whether items on it are
+rotating. It also governs whether items may be added to and removed from the
+rota. A rota may be switched between active and inactive at any time allowing
+for rota maintanence.
+
+Description: One may optionally add an expanded description of the rota for
+display in summary views.
+
+
+Managing rota stages
+^^^^^^^^^^^^^^^^^^^^
+
+|image1383|
+
+Stages may be edited, added, removed and re-ordered at any time from this page.
+
+Library: The library the item will be at during this stage
+
+Duration: The amount of time the item should stage at this stage
+
+
+Managing rota items - Tool view
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+|image1384|
+
+Items can be added to a rota individually (by barcode) or in bulk (via the
+upload of a line delimited barcode file) on this page.
+
+You will also be presented with a summary of all items on the rota with their
+current location and you have the options to immediately progress items, mark
+items as 'in demand' and remove an item from rotation.
+
+In demand: If an item is marked as 'in demand' then the duration the item will
+stay at it's current stage will be doubled compared to what is set in the
+rota. This is often used for items that are found to be unexpectedly popular at
+a particular library.
+
+Managing rota items - Catalog view
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+|image1385|
+
+Rotating items may also be managed from the catalog view: When stock rotation is
+enabled a new menu tab 'Rota' will appear on a catalog records detail view.
+
+All attached items will appear in the summary view with their current status in
+relation to rotas and the option to mark items as 'in demand' or immediately
+progress them. You can also remove items from rotation and add items to rotas
+here too.
+
+Managing rotation notices
+^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Stock rotation can send email notices to branch libraries to aid in selecting
+the items due for rotation. Branch 'Reply-to' addresses will be used in
+preference to 'Email' addresses for the notice recipients.
+
+The contents of the notices can be customised in the normal manor through the
+notices tool and the relevant notice has the code SR_SLIP.
+
+Permissions
+^^^^^^^^^^^
+
+The stock rotation tool uses two distinct permissions:
+
+manage_rotas:
+ this governs a users ability to create, update and delete a rota.
+
+manate_rota_items:
+ this governs a users ability to add, remove and progress
+items on a rota.
+
.. _marc-modification-templates-label:
MARC modification templates
projects / kohadocs.git / commitdiff