Add some content for general staff client usage. Thanks Sally and ESI for providing...

[Evergreen-DocBook.git] / admin / staff_client-sorting_columns.txt

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+Sorting Columns\r
+---------------\r
+\r
+This feature enables you to sort display columns so that you can find easily the\r
+information that you need on a screen that contains multiple columns.  You can\r
+sort display columns on any screen that is built on a grid, such as the Check In\r
+screen or the On Shelf Pull List. \r
+\r
+You can also sort the columns on the following Administration screens:\r
+Circulation Policies, Hold Policies, Circulation Limit Sets, Barcode Completion,\r
+Acquisitions User Request List, and Vandelay Import Errors.\r
+\r
+You can sort items in an ascending or descending order, and you can prioritize\r
+the order in which columns will sort.  The following use cases illustrate how to\r
+sort items within the Circulation and Administration interfaces.\r
+\r
+Sorting the On Shelf Pull List\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+You want to capture items that are on the shelf to fill current holds.  To\r
+simplify this process, you will sort the items on the On Shelf Pull List by Copy\r
+Location and Call Number.\r
+\r
+. Click *Circulation* -> *Pull List for Hold Requests*.\r
+. The first column that you want to sort is the column, Current Copy Location. Right click the column header, Current Copy Location.  \r
+. Click *Sort First (Descending)*.\r
++\r
+image::media/Sorting_Columns3.jpg[Sorting_Columns3]\r
++\r
+. The next column that you want to sort is the column, Call Number.  Right click the column header, Call Number.  \r
+. Click *Sort Next (Ascending)*.\r
++\r
+image::media/Sorting_Columns4.jpg[Sorting_Columns4]\r
++\r
+. The pull list has now been sorted by copy location and call number.\r
+\r
+image::media/Sorting_Columns5.jpg[Sorting_Columns5]\r
+\r
+NOTE: If you wanted to sort more columns, you could continue the process by clicking *Sort Next* for any subsequent columns.\r
+\r
+\r
+Sorting Circulation Policies\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+You want to sort the display of circulation policies in your staff client. \r
+\r
+. Click *Administration* -> *Local Administration* -> *Circulation Policies*.\r
+. Right click on any column header.\r
+. A pop-up box appears.\r
++\r
+image::media/Sorting_Columns2.jpg[Sorting_Columns2]\r
++\r
+. Check the *Display* box if you want to display a column in the staff client.\r
+. Check the *Auto Width* box if you want the width of the columns to adjust to fit the staff client.\r
+. Select a sort priority. \r
+.. A sort priority of "0" indicates that no sorting has been applied. Columns will display in their default order.\r
+.. A sort priority of "1" indicates that ascending sorting should be applied to this column first. Subsequent sorts will be applied as you continue to enter increasing numbers.\r
+.. A sort priority of "-1" indicates that descending sorting should be applied to this column.\r
+. Click *Save*.  The circulation policies will now sort according to your selections each time that you log into the staff client.\r