--- /dev/null
+<?xml version='1.0' encoding='UTF-8'?>\r
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
+ xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="UsingtheBookingModule">\r
+ <info>\r
+ <title>Using the Booking Module</title>\r
+ <abstract>\r
+ <para>The Evergreen booking module is included in Evergreen 1.6.1.x and above. The following chapter will help staff create reservations for cataloged and non-\r
+ bibliographic items; create pull lists for reserved items; capture resources; and pick up and\r
+ return reservations.\r
+</para>\r
+ </abstract>\r
+ </info> \r
+ <section xml:id="CreatingaReservation">\r
+ <title>Creating a Booking Reservation</title>\r
+ <indexterm><primary>booking reservation</primary><secondary>creating</secondary></indexterm>\r
+ <para>Only staff members can create reservations. To initiate a reservation, staff can \r
+ <itemizedlist>\r
+ <listitem>search the catalog,</listitem>\r
+ <listitem>enter a patron record,</listitem>\r
+ <listitem>or use the booking module.</listitem>\r
+ </itemizedlist>\r
+ </para>\r
+ <simplesect>\r
+ <title>Search the catalog to create a reservation</title> \r
+ <procedure>\r
+ <step><para>In the staff client, select <menuchoice><guimenu>Search</guimenu> <guimenuitem>Search the Catalog</guimenuitem>\r
+ </menuchoice></para></step>\r
+ <step><para>Search for the item to be booked.</para></step>\r
+ <step><para>Click <guibutton>Submit Search</guibutton>.</para></step>\r
+ <step><para>A list of results will appear. Select the title of the item to be reserved.</para></step>\r
+ <step><para>After clicking the title, the record summary appears. Beneath the record summary,\r
+ the copy summary will appear. In the <guilabel>Actions</guilabel> column, select <guibutton>Copy Details</guibutton>.</para></step>\r
+\r
+ <step><para>The <guilabel>Copy Details</guilabel> will appear in a new row. In the <guilabel>barcode</guilabel> column, click the <guilabel>book now</guilabel> \r
+ link.</para></step>\r
+ <step><para> A screen showing the title and barcodes of available copies will appear.</para></step>\r
+ <step><para>Enter the user’s barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode\r
+ does not exist, a pop up box will appear to alert you to the error. After entering the\r
+ patron’s barcode, the user’s existing reservations will appear at the bottom of the\r
+ screen.</para></step>\r
+ <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+ times for which the item should be reserved. If the date/time boxes appear in red,\r
+ then the date and time set is incorrect. For example, if the time for which the\r
+ reservation is set has already passed, the boxes will appear in red. The times must be\r
+ set correctly for the reservation to be accomplished. If the item has already been\r
+ reserved at the time for which you are trying to reserve the item, then you will receive\r
+ an error message.</para></step>\r
+ <step><para>Finally, select the barcode of the item that you want to reserve. If multiple copies of\r
+ the item exist, choose the barcode of the copy that you want to reserve, and click\r
+ <guibutton>Reserve Selected</guibutton>. If you do not select a barcode, and you click <guibutton>Reserve Selected</guibutton>, you\r
+ will receive an error message. If you do not have a preference, you do not have to\r
+ select a barcode, and you may click <guibutton>Reserve Any</guibutton>. One of the barcodes will be pulled\r
+ from the list. </para>\r
+ <note><para>An item must have a status of available or reshelving in order to\r
+ be targeted for a reservation. If the item is in another status, the reservation will fail.</para></note></step>\r
+ <step><para> After you have made the reservation, a message will confirm that the action succeeded. Click <guibutton>OK</guibutton>.</para></step>\r
+ <step><para>The screen will refresh, and the reservation will appear below the user’s name.</para></step>\r
+ </procedure>\r
+ </simplesect> \r
+ <simplesect>\r
+ <title>Enter a patron’s record to create a reservation</title>\r
+ <procedure> \r
+ <step><para>Enter the barcode or patron information, and click <guibutton>Search</guibutton> to retrieve the patron’s record.</para></step>\r
+ <step><para>The match(es) should appear in the right pane. Click the desired patron’s name. In the\r
+ left panel, a summary of the patron’s information will appear. Click the <guibutton>Retrieve\r
+ Patron</guibutton> button in the right corner to access more options in the patron’s record.</para></step>\r
+ <step><para>Eight buttons will appear in the top right corner. Select <menuchoice><guimenu>Other </guimenu><guimenuitem>Booking</guimenuitem>\r
+ </menuchoice> to create, cancel, pick up, and return reservations.</para></step>\r
+ <step><para>The <guilabel>Copy Details</guilabel> will appear in a new row. In the <guilabel>barcode</guilabel> column, click the <guilabel>book now</guilabel> \r
+ link.</para></step>\r
+ <step><para> A screen showing the title and barcodes of available copies will appear.</para></step>\r
+ <step><para>Enter the user’s barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode\r
+ does not exist, a pop up box will appear to alert you to the error. After entering the\r
+ patron’s barcode, the user’s existing reservations will appear at the bottom of the\r
+ screen.</para></step>\r
+ <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+ times for which the item should be reserved. If the date/time boxes appear in red,\r
+ then the date and time set is incorrect. For example, if the time for which the\r
+ reservation is set has already passed, the boxes will appear in red. The times must be\r
+ set correctly for the reservation to be accomplished. If the item has already been\r
+ reserved at the time for which you are trying to reserve the item, then you will receive\r
+ an error message.</para></step>\r
+ <step><para>Finally, select the barcode of the item that you want to reserve. If multiple copies of\r
+ the item exist, choose the barcode of the copy that you want to reserve, and click\r
+ <guibutton>Reserve Selected</guibutton>. If you do not select a barcode, and you click <guibutton>Reserve Selected</guibutton>, you\r
+ will receive an error message. If you do not have a preference, you do not have to\r
+ select a barcode, and you may click <guibutton>Reserve Any</guibutton>. One of the barcodes will be pulled\r
+ from the list. </para>\r
+ <note><para>An item must have a status of available or reshelving in order to\r
+ be targeted for a reservation. If the item is in another status, the reservation will fail.</para></note></step>\r
+ <step><para> After you have made the reservation, a message will confirm that the action succeeded. Click <guibutton>OK</guibutton>.</para></step>\r
+ <step><para>The screen will refresh, and the reservation will appear below the user’s name.</para></step>\r
+ </procedure>\r
+ </simplesect>\r
+ <simplesect>\r
+ <title>Use the booking module to create a reservation</title>\r
+ <procedure> \r
+ <step><para>Select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Create or Edit Reservations</guimenuitem></menuchoice></para></step>\r
+ <step><para>Enter the barcode of the item and click <guibutton>Next</guibutton>.</para></step>\r
+ <step><para>A screen showing the name of the available resource will appear.</para></step>\r
+ <step><para>Enter the user’s barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode\r
+ does not exist, a pop up box will appear to alert you to the error. After entering the\r
+ patron’s barcode, the user’s existing reservations will appear.</para></step>\r
+ <step><para>To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+ times for which the item should be reserved. If the date/time boxes appear in red,\r
+ then the date and time set is incorrect. For example, if the time for which the\r
+ reservation is set has already passed, the boxes will appear in red. The times must be\r
+ set correctly for the reservation to be accomplished. If the resource has already been\r
+ reserved at the time for which you want to reserve the item, then the item will\r
+ disappear.</para></step>\r
+ <step><para>Finally, select the resource that you want to reserve. If multiple items or rooms exist,\r
+ choose the resource that you want to reserve, and click <guibutton>Reserve Selected</guibutton>. If you do\r
+ not select a resource, and you click <guibutton>Reserve Selected</guibutton>, you will receive an error\r
+ message. If you do not have a preference, you may click <guibutton>Reserve Any</guibutton>, and one of the\r
+ resources will be pulled from the list.</para></step>\r
+ <step><para>After you have made the reservation, a message will confirm that the action \r
+ succeeded. Click <guibutton>OK</guibutton>.</para></step>\r
+ <step><para>The screen will refresh, and the reservation will appear below the user’s name.</para></step>\r
+ </procedure>\r
+ </simplesect>\r
+ </section>\r
+ <section xml:id="CancellingaReservation">\r
+ <title>Cancelling a Reservation</title>\r
+ <indexterm><primary>booking reservation</primary><secondary>cancelling</secondary></indexterm>\r
+ <para>Staff members can cancel a patron’s reservation through the Create or Cancel Reservations tab available in a patron’s record. Staff members can also cancel a \r
+ reservation immediately after it has been made.</para>\r
+ <simplesect> \r
+ <title>Enter the patron’s record to cancel a reservation</title> \r
+ <procedure> \r
+ <step><para>Search for and retrieve a patron’s record.</para></step>\r
+ <step><para>Select <menuchoice><guimenu>Other</guimenu><guisubmenu>Booking</guisubmenu><guimenuitem>Create or Cancel Reservations</guimenuitem></menuchoice>.</para></step>\r
+ <step><para>The existing reservations will appear at the bottom of the screen.</para></step>\r
+ <step><para>To cancel a reservation, highlight the reservation that you want to cancel. Click <guibutton>Cancel Selected</guibutton>.</para></step>\r
+ <step><para>A pop-up window will confirm that you cancelled the reservation. Click <guibutton>OK</guibutton>.</para></step>\r
+ <step><para>The screen will refresh, and the cancelled reservation will disappear.</para></step>\r
+ <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+ times for which the item should be reserved. If the date/time boxes appear in red,\r
+ then the date and time set is incorrect. For example, if the time for which the\r
+ reservation is set has already passed, the boxes will appear in red. The times must be\r
+ set correctly for the reservation to be accomplished. If the item has already been\r
+ reserved at the time for which you are trying to reserve the item, then you will receive\r
+ an error message.</para></step>\r
+ </procedure>\r
+ </simplesect>\r
+ <simplesect> \r
+ <title>Cancel a reservation immediately after it has been made</title> \r
+ <procedure> \r
+ <step><para>Create the reservation.</para></step>\r
+ <step><para>Follow steps four through six in the section, Enter the patron’s record to cancel a reservation, to cancel the reservation.</para></step>\r
+ <step><para>The existing reservations will appear at the bottom of the screen.</para></step>\r
+ </procedure>\r
+ </simplesect>\r
+ </section>\r
+ <section xml:id="CreatingaPullList">\r
+ <title>Creating a Pull List</title>\r
+ <indexterm><primary>booking reservation</primary><secondary>creating a pull list</secondary></indexterm>\r
+ <para>Staff members can create a pull list to retrieve items from the stacks.</para>\r
+ <procedure> \r
+ <step><para>To create a pull list, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Pull List</guimenuitem></menuchoice>.</para></step>\r
+ <step><para>To find a pull list for your library, select a library from the dropdown box adjacent to See pull list for library.</para></step>\r
+ <step><para>You can decide how many days in advance you would like to select reserved items. Enter the number of days in the box adjacent to <guilabel>Generate \r
+ list</guilabel> for this many days hence. For example, if you would like to pull items that are needed today, you can enter <userinput>1</userinput> in the box, and you will retrieve items that need to be pulled today.</para></step>\r
+ <step><para>Click <guibutton>Fetch</guibutton> to retrieve the pull list.</para></step> \r
+ <step><para>The pull list will appear. Click Print to print the pull list.</para></step>\r
+ </procedure>\r
+ </section>\r
+ <section xml:id="CapturingItemsforReservations">\r
+ <title>Capturing Items for Reservations</title>\r
+ <indexterm><primary>booking reservation</primary><secondary>capturing items</secondary></indexterm>\r
+ <para>Staff members can capture items for reservations.</para>\r
+ <procedure> \r
+ <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Capture Resources</guimenuitem></menuchoice>.</para></step>\r
+ <step><para>Enter the barcode of the items to be captured. Click <guibutton>Capture</guibutton>.</para></step>\r
+ <step><para>A Capture Succeeded message will appear to the right. Information about the item will appear below the message. You can print this \r
+ information as a receipt and add it to the item if desired.</para></step>\r
+ </procedure>\r
+ </section>\r
+ <section xml:id="PickingUpReservations">\r
+ <title>Picking Up Reservations</title>\r
+ <indexterm><primary>booking reservation</primary><secondary>picking up</secondary></indexterm>\r
+ <para>Staff members can help users pick up their reservations.</para>\r
+ <procedure> \r
+ <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Pick Up Reservations</guimenuitem></menuchoice></para></step>\r
+ <step><para>Enter the user’s barcode. Click <guibutton>Go</guibutton>.</para></step>\r
+ <step><para>The title available for pickup will appear. Highlight the title of the item to pick up, and click <guibutton>Pick Up</guibutton>.</para></step>\r
+ <step><para>The screen will refresh to show that the patron has picked up the reservation.</para></step>\r
+ </procedure>\r
+ </section>\r
+ <section xml:id="ReturningReservations">\r
+ <title>Returning Reservations</title>\r
+ <indexterm><primary>booking reservation</primary><secondary>returning</secondary></indexterm>\r
+ <para>Staff members can help users return their reservations.</para>\r
+ <procedure> \r
+ <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Return Reservations</guimenuitem></menuchoice>.</para></step>\r
+ <step><para>You can return the item by patron or item barcode. Choose <guimenuitem>Resource</guimenuitem> or <guimenuitem>Patron</guimenuitem>, enter the \r
+ barcode, and click <guibutton>Go</guibutton>.</para></step>\r
+ <step><para>A pop up box will tell you that the item was returned. Click <guibutton>OK</guibutton>.</para></step>\r
+ <step><para>The screen will refresh to show the reservations that remain out and the resources that have been returned.</para></step>\r
+ </procedure>\r
+ </section>\r
+</chapter>\r
+ \r
projects / Evergreen-DocBook.git / blobdiff