From 1d39d4c0dcd8fe1efa4f0981faeaab0036385de0 Mon Sep 17 00:00:00 2001 From: Caroline Cyr La Rose Date: Fri, 26 Oct 2018 16:30:35 -0400 Subject: [PATCH] Taiga 498: Fix capitalization in Tools > Rotating collections Also moved the rotating collections and stock rotation sections in their proper place in the order of tools. --- source/tools.rst | 407 +++++++++++++++++++++++++++--------------------------- 1 files changed, 204 insertions(+), 203 deletions(-) diff --git a/source/tools.rst b/source/tools.rst index 497960c..e2b97c4 100644 --- a/source/tools.rst +++ b/source/tools.rst @@ -1592,209 +1592,6 @@ can also be used when creating :ref:`patron cards `. 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: @@ -2577,6 +2374,210 @@ print the spine label for. |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 -- 1.7.2.5