e9030d069ac6dd16e34a11f10a547db6d5728cf7
[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"
5   xmlns:ns4="http://www.w3.org/1998/Math/MathML" xmlns:ns3="http://www.w3.org/2000/svg"
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 clicks <guibutton>Receipt</guibutton> to print a checkout receipt and logout.</para>
130 <para><emphasis role="bold">OR</emphasis></para>
131 <informalfigure>
132 <para>Patron clicks <guibutton>Logout</guibutton> to logout with no receipt.</para>
133 <para><mediaobject>
134                   <imageobject>
135                      <imagedata scalefit="0" fileref="media/self_check_check_out_5.png"/>
136                   </imageobject>
137                </mediaobject></para>
138             </informalfigure>
139                         
140 <note>
141 <informalfigure>
142 <para>If the patron forgets to logout the system will automatically log out after the time
143 period specified in the library setting <guilabel>Patron Login Timeout (in seconds)</guilabel>.  An inactvity pop-up
144 will appear to warn patrons 20 seconds before the logout.</para>
145 <para><mediaobject>
146                   <imageobject>
147                      <imagedata scalefit="0" fileref="media/self_check_check_out_6.png"/>
148                   </imageobject>
149                </mediaobject></para>
150             </informalfigure>
151 </note>
152  </step>   
153 </procedure>
154 </section>
155
156 <section xml:id="self-check-out-renew">
157 <title>Renewing Items</title>
158
159 <para>Patrons can renew items via the self check if they physically have the item.</para>
160
161 <procedure>
162 <step>
163 <para>Patron scans the barcode of the item they wish to renew.</para>
164 <para><emphasis role="bold">OR</emphasis></para>
165  <para>Patron places the item on the RFID pad.</para>
166  </step>
167  
168  <step>
169  <informalfigure>
170  <para>A renewal confirmation message will display and the item will display below.  <guilabel>Type</guilabel>
171  displays as <guilabel>Renewal</guilabel> rather than <guilabel>Checkout</guilabel>.</para>
172  <para><mediaobject>
173                   <imageobject>
174                      <imagedata width="75%" scalefit="1" fileref="media/self_check_renew_1.png"/>
175                   </imageobject>
176                </mediaobject></para>
177             </informalfigure>
178 <informalfigure>
179 <para>If the renewal fails a message will advise patrons to see staff.</para>
180 <para><mediaobject>
181                   <imageobject>
182                      <imagedata scalefit="0" fileref="media/self_check_renew_2.png"/>
183                   </imageobject>
184                </mediaobject></para>
185             </informalfigure>
186 </step>
187 </procedure>
188
189 </section>
190
191
192
193  
194
195
196 <section xml:id="self-check-items-out">
197 <title>View Items Out</title>
198
199
200 <procedure>
201 <step>
202 <informalfigure>
203 <para>Patrons are able to view the items they currently have checked out by clicking <guibutton> View Items Out</guibutton>.</para>
204 <para><mediaobject>
205                   <imageobject>
206                      <imagedata scalefit="0" fileref="media/self_check_view_items_out_1.png"/>
207                   </imageobject>
208                </mediaobject></para>
209             </informalfigure>
210 </step>
211                 
212 <step>
213 <informalfigure>
214 <para>The items currently checked out will display with their due dates.</para>
215 <para>Using the <guibutton>Print</guibutton> button patrons can 
216 print out a receipt listing all of the items they currently have checked out.</para>            
217 <para><mediaobject>
218                   <imageobject>
219                      <imagedata scalefit="0" fileref="media/self_check_view_items_out_2.png"/>
220                   </imageobject>
221                </mediaobject></para>
222             </informalfigure>
223 </step>
224 </procedure>
225 </section>
226
227 <section xml:id="self-check-holds">
228 <title>View Holds</title>
229
230 <procedure>
231 <step>
232 <informalfigure>
233 <para>Patrons are able to view their current holds by clicking <guibutton> View Holds</guibutton>.</para>
234 <para><mediaobject>
235                   <imageobject>
236                      <imagedata scalefit="0" fileref="media/self_check_view_holds_1.png"/>
237                   </imageobject>
238                </mediaobject></para>
239             </informalfigure>
240 </step>
241
242 <step>
243 <informalfigure>
244 <para>Items currently on hold display.  Patrons can also see which, if any, items are ready for pickup.</para>
245 <para>Using the <guibutton>Print</guibutton> button patrons can print out a receipt listing all of the items they currently have on hold.</para>
246 <para><mediaobject>
247                   <imageobject>
248                      <imagedata scalefit="0" fileref="media/self_check_view_holds_2.png"/>
249                   </imageobject>
250                </mediaobject></para>
251             </informalfigure>
252 </step>
253 </procedure>            
254
255 </section>
256
257 <section xml:id="self-check-fines">
258 <title>View Fines</title>
259
260 <procedure>
261 <step>
262 <informalfigure>
263 <para>Patrons are able to view the fines they currently owe by clicking <guibutton> View Details</guibutton>.</para>
264 <para><mediaobject>
265                   <imageobject>
266                      <imagedata scalefit="0" fileref="media/self_check_view_fines_1.png"/>
267                   </imageobject>
268                </mediaobject></para>
269             </informalfigure>
270 </step>
271 <step>
272 <informalfigure>
273 <para> Current fines owed by the patron display.  Fines cannot be paid through the self check at this time.</para>
274 <para><mediaobject>
275                   <imageobject>
276                      <imagedata scalefit="0" fileref="media/self_check_view_fines_2.png"/>
277                   </imageobject>
278                </mediaobject></para>
279             </informalfigure>
280 </step>
281 </procedure>
282                 
283
284 </section>
285 </chapter>