Patron receipt info updated in Self Check section.
[sitka/doc/manual.git] / circ / circ-selfcheck.xml
1 <?xml version="1.0" encoding="utf-8"?>
2 <chapter annotations="custom_help1" role="help" version="5.0" xml:id="circ-selfcheck" xml:lang="EN"
3   xmlns="http://docbook.org/ns/docbook" xmlns:xlink="http://www.w3.org/1999/xlink"
4   xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:ns5="http://www.w3.org/1999/xhtml"
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6   xmlns:ns="http://docbook.org/ns/docbook">
7   <info>
8     <title>Self Check</title>
9  <releaseinfo>$Id$</releaseinfo>
10   </info>
11   
12   <note><para>These instructions are specific to the native Evergreen Self Check. For instructions on using third party self check outs libraries should refer
13 to the instructions provided by the third party vendors.</para></note>
14
15 <para>For information on how your library can set up and use the native Evergreen Self Check see <xref linkend="admin-self-check"/>.</para>
16
17 <section xml:id="self-check-staff">
18 <title>Staff Functions in the Evergreen Self Check</title>
19
20 <simplesect xml:id="self-check-turn-on">
21 <title>Turning on the Self Check</title>
22
23 <procedure>
24 <step>
25 <informalfigure>
26 <para>Open the Evergreen Self Check interface in an internet browser.</para>
27 <para><mediaobject>
28                   <imageobject>
29                      <imagedata scalefit="0" fileref="media/self_check_login_1.png"/>
30                   </imageobject>
31                </mediaobject></para>
32             </informalfigure>
33 </step>
34
35 <step>
36 <informalfigure>
37 <para>Enter your self check login credentials and click <guibutton>Login</guibutton>.</para>
38 <para><mediaobject>
39                   <imageobject>
40                      <imagedata scalefit="0" fileref="media/self_check_login_2.png"/>
41                   </imageobject>
42                </mediaobject></para>
43             </informalfigure>
44 <para><emphasis>Each library is given a self check specific Local System Administrator account during set up.</emphasis></para>
45 </step>
46 </procedure>
47 </simplesect>
48
49 <simplesect xml:id="self-check-turn-off">
50 <title>Turning off the Self Check</title>
51
52 <procedure>
53 <step>
54 <para>Close the browser.</para>
55 </step>
56
57 <step>
58 <para>Turn off the computer</para>
59 </step>
60 </procedure>
61
62 <para>Sitka Support recommends turning off all computers running the Evergreen Self Check at closing every night to avoid any conflicts 
63 with overnight processes.</para>
64
65 </simplesect>
66
67 </section>
68
69 <section xml:id="self-check-check-out">
70 <title>Basic Check Out</title>
71
72 <procedure>
73 <step>
74 <informalfigure>
75 <para>Patron scans their barcode.</para>
76 <para><mediaobject>
77                   <imageobject>
78                      <imagedata scalefit="0" fileref="media/self_check_check_out_1.png"/>
79                   </imageobject>
80                </mediaobject></para>
81             </informalfigure>
82 </step>
83
84 <step>
85 <informalfigure>
86 <para><emphasis>Optional</emphasis> Patron enters their account password.</para>
87 <para><mediaobject>
88                   <imageobject>
89                      <imagedata scalefit="0" fileref="media/self_check_check_out_2.png"/>
90                   </imageobject>
91                </mediaobject></para>
92             </informalfigure>
93 </step>
94
95 <step>
96 <para>Patron scans the barcodes for their items.</para>
97 <para><emphasis role="bold">OR</emphasis></para>
98 <informalfigure>
99  <para>Patron places items, one at a time, on the RFID pad.</para>
100  <para><mediaobject>
101                   <imageobject>
102                      <imagedata scalefit="0" fileref="media/self_check_check_out_3.png"/>
103                   </imageobject>
104                </mediaobject></para>
105             </informalfigure>
106 </step>
107
108 <step>
109 <informalfigure>
110 <para>Items will be listed below with a check out confirmation message.</para>
111 <para><mediaobject>
112                   <imageobject>
113                      <imagedata scalefit="1" width="80" fileref="media/self_check_check_out_4.png"/>
114                   </imageobject>
115                </mediaobject></para>
116             </informalfigure>
117                         
118 <informalfigure>
119 <para>If a check out fails a message will advise patrons to see staff.</para>
120 <para><mediaobject>
121                   <imageobject>
122                      <imagedata scalefit="0" fileref="media/self_check_error_1.png"/>
123                   </imageobject>
124                </mediaobject></para>
125             </informalfigure>
126 </step>
127
128 <step>
129 <para>Patron uses the radio buttons to select <guibutton>Email</guibutton>, <guibutton>Print</guibutton>, or <guibutton>None</guibutton> to indicate
130 the type of receipt they wish to receive.</para>
131 <note><para>A radio button for <guibutton>Email</guibutton> will only appear if the patron has an email address recorded in their account.</para></note>
132 </step>
133
134 <step>
135 <informalfigure>
136 <para>Patron clicks <guibutton>Logout</guibutton>.</para>
137 <para><mediaobject>
138                   <imageobject>
139                      <imagedata scalefit="0" fileref="media/self_check_check_out_5.png"/>
140                   </imageobject>
141                </mediaobject></para>
142             </informalfigure>
143                         
144 <note>
145 <informalfigure>
146 <para>If the patron forgets to logout the system will automatically log out after the time
147 period specified in the library setting <guilabel>Patron Login Timeout (in seconds)</guilabel>.  An inactvity pop-up
148 will appear to warn patrons 20 seconds before the logout.</para>
149 <para><mediaobject>
150                   <imageobject>
151                      <imagedata scalefit="0" fileref="media/self_check_check_out_6.png"/>
152                   </imageobject>
153                </mediaobject></para>
154             </informalfigure>
155 </note>
156  </step>   
157 </procedure>
158 </section>
159
160 <section xml:id="self-check-out-renew">
161 <title>Renewing Items</title>
162
163 <para>Patrons can renew items via the self check if they physically have the item.</para>
164
165 <procedure>
166 <step>
167 <para>Patron scans the barcode of the item they wish to renew.</para>
168 <para><emphasis role="bold">OR</emphasis></para>
169  <para>Patron places the item on the RFID pad.</para>
170  </step>
171  
172  <step>
173  <informalfigure>
174  <para>A renewal confirmation message will display and the item will display below.  <guilabel>Type</guilabel>
175  displays as <guilabel>Renewal</guilabel> rather than <guilabel>Checkout</guilabel>.</para>
176  <para><mediaobject>
177                   <imageobject>
178                      <imagedata width="75%" scalefit="1" fileref="media/self_check_renew_1.png"/>
179                   </imageobject>
180                </mediaobject></para>
181             </informalfigure>
182 <informalfigure>
183 <para>If the renewal fails a message will advise patrons to see staff.</para>
184 <para><mediaobject>
185                   <imageobject>
186                      <imagedata scalefit="0" fileref="media/self_check_renew_2.png"/>
187                   </imageobject>
188                </mediaobject></para>
189             </informalfigure>
190 </step>
191 </procedure>
192
193 </section>
194
195
196
197  
198
199
200 <section xml:id="self-check-items-out">
201 <title>View Items Out</title>
202
203
204 <procedure>
205 <step>
206 <informalfigure>
207 <para>Patrons are able to view the items they currently have checked out by clicking <guibutton> View Items Out</guibutton>.</para>
208 <para><mediaobject>
209                   <imageobject>
210                      <imagedata scalefit="0" fileref="media/self_check_view_items_out_1.png"/>
211                   </imageobject>
212                </mediaobject></para>
213             </informalfigure>
214 </step>
215                 
216 <step>
217 <informalfigure>
218 <para>The items currently checked out will display with their due dates.</para>
219 <para>Using the <guibutton>Print</guibutton> button patrons can 
220 print out a receipt listing all of the items they currently have checked out.</para>            
221 <para><mediaobject>
222                   <imageobject>
223                      <imagedata scalefit="0" fileref="media/self_check_view_items_out_2.png"/>
224                   </imageobject>
225                </mediaobject></para>
226             </informalfigure>
227 </step>
228 </procedure>
229 </section>
230
231 <section xml:id="self-check-holds">
232 <title>View Holds</title>
233
234 <procedure>
235 <step>
236 <informalfigure>
237 <para>Patrons are able to view their current holds by clicking <guibutton> View Holds</guibutton>.</para>
238 <para><mediaobject>
239                   <imageobject>
240                      <imagedata scalefit="0" fileref="media/self_check_view_holds_1.png"/>
241                   </imageobject>
242                </mediaobject></para>
243             </informalfigure>
244 </step>
245
246 <step>
247 <informalfigure>
248 <para>Items currently on hold display.  Patrons can also see which, if any, items are ready for pickup.</para>
249 <para>Using the <guibutton>Print</guibutton> button patrons can print out a receipt listing all of the items they currently have on hold.</para>
250 <para><mediaobject>
251                   <imageobject>
252                      <imagedata scalefit="0" fileref="media/self_check_view_holds_2.png"/>
253                   </imageobject>
254                </mediaobject></para>
255             </informalfigure>
256 </step>
257 </procedure>            
258
259 </section>
260
261 <section xml:id="self-check-fines">
262 <title>View Fines</title>
263
264 <procedure>
265 <step>
266 <informalfigure>
267 <para>Patrons are able to view the fines they currently owe by clicking <guibutton> View Details</guibutton>.</para>
268 <para><mediaobject>
269                   <imageobject>
270                      <imagedata scalefit="0" fileref="media/self_check_view_fines_1.png"/>
271                   </imageobject>
272                </mediaobject></para>
273             </informalfigure>
274 </step>
275 <step>
276 <informalfigure>
277 <para> Current fines owed by the patron display.  Fines cannot be paid through the self check at this time.</para>
278 <para><mediaobject>
279                   <imageobject>
280                      <imagedata scalefit="0" fileref="media/self_check_view_fines_2.png"/>
281                   </imageobject>
282                </mediaobject></para>
283             </informalfigure>
284 </step>
285 </procedure>
286                 
287
288 </section>
289 </chapter>