replace screenshots -> add step to activate order without loading items
[sitka/doc/acquisitions.git] / acq / acq-patron-requests.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-patron-requests">\r
4 <info>\r
f381f021 5 <title>Patron Requests</title>\r
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6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
16 <para>This chapter describes how patron requests are created and added to the acquisitions process.</para> </abstract>\r
17 </info>\r
18 \r
19\r
20\r
21 <section xml:id="patron-requests-interface">\r
22 <title>Patron Requests Interface</title>\r
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23<para>The <guilabel>Patron Requests Interface</guilabel> enables staff to view, create, and manage patron requests.</para>\r
24\r
25<para>To access the <guilabel>Patron Requests Interface</guilabel>:</para>\r
26\r
27<informalfigure>\r
28<para>Select <menuchoice><guimenu>Acquisitions</guimenu>\r
29<guimenuitem>Patron Requests</guimenuitem></menuchoice>.</para>\r
30<para><mediaobject>\r
31<alt>screenshot of accessing patron requests</alt>\r
32\r
33<imageobject>\r
34<imagedata fileref="media/requests-interface-1.png" scalefit="0"></imagedata>\r
35</imageobject>\r
36</mediaobject></para>\r
37</informalfigure>\r
38\r
39<informalfigure>\r
40<para>The <guilabel>Patron Requests Interface</guilabel> allows you to filter requests on <guilabel>User (Patron)</guilabel> and/or \r
41<guilabel>PO Line Item</guilabel>.</para>\r
42<para><mediaobject>\r
43<alt>screenshot of accessing patron requests</alt>\r
44\r
45<imageobject>\r
46<imagedata fileref="media/requests-interface-2.png" scalefit="0"></imagedata>\r
47</imageobject>\r
48</mediaobject></para>\r
49</informalfigure>\r
50\r
51\r
52\r
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53\r
54<para><link linkend="requests-interface-create">Create a Request</link></para>\r
55<para><link linkend="requests-interface-edit">Edit a Request</link></para>\r
56<para><link linkend="requests-interface-selection">Add to a Selection List</link></para>\r
57<para><link linkend="requests-interface-cancel">Cancel a Request</link></para>\r
58<para><link linkend="requests-interface-hold">Set No Hold</link></para>\r
59\r
60\r
61\r
62<simplesect xml:id="requests-interface-create">\r
63<title>Create a Request</title>\r
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64\r
65<procedure>\r
66<step>\r
67<para>Open the <guilabel>Patron Requests Interface</guilabel>.</para>\r
68</step>\r
69\r
70<step>\r
71<para>Click <guibutton>Create Request</guibutton>.</para>\r
72</step>\r
73\r
74<step>\r
75<informalfigure>\r
76<para>Enter the barcode of the patron making the request. This field can also be left blank.</para>\r
77<para><mediaobject>\r
78<alt>screenshot of accessing patron requests</alt>\r
79\r
80<imageobject>\r
81<imagedata fileref="media/requests-create-1.png" scalefit="0"></imagedata>\r
82</imageobject>\r
83</mediaobject></para>\r
84</informalfigure>\r
85</step>\r
86\r
87<step>\r
88<informalfigure>\r
89<para>Fill in the request form with as much information as possible and click <guibutton>Save</guibutton>.</para>\r
90<para><mediaobject>\r
91<alt>screenshot of accessing patron requests</alt>\r
92\r
93<imageobject>\r
94<imagedata fileref="media/requests-create-2.png" scalefit="0"></imagedata>\r
95</imageobject>\r
96</mediaobject></para>\r
97</informalfigure>\r
98</step>\r
99\r
100<step>\r
101<para>An entry for the request will appear in the list.</para>\r
102</step>\r
103\r
104</procedure>\r
105\r
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106</simplesect>\r
107\r
108<simplesect xml:id="requests-interface-edit">\r
109<title>Edit a Request</title>\r
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110\r
111<procedure>\r
112<step>\r
113<para>Open the <guilabel>Patron Requests Interface</guilabel>.</para>\r
114</step>\r
115\r
116<step>\r
117<para>Double-click on the row you would like to edit.</para>\r
118</step>\r
119\r
120<step>\r
121<para>Make your changes to the appropriate fields and click <guibutton>Save</guibutton>.</para>\r
122</step>\r
123\r
124<step>\r
125<para>The request will update and you will be returned to the <guilabel>Patron Requests Interface</guilabel>.</para>\r
126</step>\r
127\r
128</procedure>\r
129\r
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130</simplesect>\r
131\r
132<simplesect xml:id="requests-interface-selection">\r
133<title>Add to a Selection List</title>\r
134\r
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135<procedure>\r
136<step>\r
137<para>Open the <guilabel>Patron Requests Interface</guilabel>.</para>\r
138</step>\r
139\r
140<step>\r
141<para>Click on the hyperlinked name of the request you would like to add to a selection list.</para>\r
142</step>\r
143\r
144<step>\r
145<para>Click <guibutton>Add to Selection List</guibutton>.</para>\r
146</step>\r
147\r
148<step>\r
149<para>From the <guilabel>Add to Selection List</guilabel> drop down menu choose a selection list, or enter the name of a new selection list in the field.</para>\r
150<note><para>The drop down menu displays the ten selection lists most recently edited that are owned by the user.</para></note>\r
151</step>\r
152\r
153<step>\r
154<para>Make any needed changes to the brief record and click <guibutton>Save Record</guibutton>.</para>\r
155</step>\r
156\r
157<step>\r
158<para>The request is added to the selection list as a line item and the user is returned to the <guilabel>Patron Requests Interface</guilabel>.</para>\r
159</step>\r
160\r
161</procedure>\r
162\r
163\r
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164</simplesect>\r
165\r
166<simplesect xml:id="requests-interface-cancel">\r
167<title>Cancel a Request</title>\r
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168\r
169<procedure>\r
170<step>\r
171<para>Open the <guilabel>Patron Requests Interface</guilabel>.</para>\r
172</step>\r
173\r
174<step>\r
175<para>Click on the hyperlinked name of the request you would like to add to cancel.</para>\r
176</step>\r
177\r
178<step>\r
179<para>Click <guibutton>Cancel Request</guibutton>.</para>\r
180</step>\r
181\r
182<step>\r
183<para>From the drop down menu select a <link linkend="cancel-reasons-default">cancel reason</link> and click <guibutton>Cancel Request</guibutton>.</para>\r
184</step>\r
185\r
186<step>\r
187<para>Click <guibutton>OK</guibutton> to the pop up that appears to confirm that you wish to cancel the user request.</para>\r
188</step>\r
189\r
190<step>\r
191<para>The request will be removed from the <guilabel>Patron Requests Interface</guilabel>.</para>\r
192<note><para>Cancelling a user request does not cancel the line item. See <link linkend="line-item-cancel">Cancel a Line Item</link> to cancel the line item if the \r
193item is no longer to be ordered.</para>\r
194<para>The cancelled request does not appear under cancelled holds in the patron's account.</para></note>\r
195</step>\r
196\r
197</procedure>\r
198\r
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199</simplesect>\r
200\r
201<simplesect xml:id="requests-interface-hold">\r
202<title>Set No Hold</title>\r
203\r
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204<procedure>\r
205<step>\r
206<para>Open the <guilabel>Patron Requests Interface</guilabel>.</para>\r
207</step>\r
208\r
209<step>\r
210<para>Click on the hyperlinked name of the request you would like to set to no hold.</para>\r
211</step>\r
212\r
213<step>\r
214<para>Click <guibutton>Set No Hold</guibutton>.</para>\r
215</step>\r
216\r
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217<step>\r
218<para>The patron request will update. <guilabel>Place Hold</guilabel> will now be set to <guilabel>False</guilabel>.</para>\r
219</step>\r
220\r
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221</procedure>\r
222\r
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223</simplesect>\r
224</section>\r
225\r
226\r
227<section xml:id="patron-requests-patron">\r
228<title>Patron Requests via the Patron Account</title>\r
229\r
230<informalfigure> \r
b93afe01 231<para>The <guilabel>Patron Request Interface</guilabel> within a patron account allows staff to create and manage requests for that patron.</para>\r
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232\r
233<para><mediaobject>\r
234<alt>screenshot of patron requests</alt>\r
235\r
236<imageobject>\r
237<imagedata fileref="media/patron-requests-record-1.png" scalefit="0"></imagedata>\r
238</imageobject>\r
239</mediaobject></para>\r
240</informalfigure>\r
241\r
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242<procedure>\r
243<step>\r
244<para>Open the patron's record.</para>\r
245</step>\r
246\r
247<step>\r
248<para>Click <guibutton>Other</guibutton> and select <guilabel>Acquisition Requests</guilabel> from the drop down menu.</para>\r
249</step>\r
250\r
251<step>\r
252<para>The <guilabel>Patron Request Interface</guilabel> displays scoped specifically to requests for the patron.</para>\r
253</step>\r
254\r
255<step>\r
256<para>The following functions can be performed from this screen:</para>\r
257<itemizedlist>\r
258<listitem>\r
259<para><link linkend="requests-interface-create">Create a Request</link></para>\r
260</listitem>\r
261<listitem>\r
262<para><link linkend="requests-interface-edit">Edit a Request</link></para>\r
263</listitem>\r
264<listitem>\r
265<para><link linkend="requests-interface-selection">Add to a Selection List</link></para>\r
266</listitem>\r
267<listitem>\r
268<para><link linkend="requests-interface-cancel">Cancel a Request</link></para>\r
269</listitem>\r
270<listitem>\r
271<para><link linkend="requests-interface-hold">Set No Hold</link></para>\r
272</listitem>\r
273</itemizedlist>\r
274</step>\r
275\r
276</procedure>\r
277\r
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278</section>\r
279\r
280<section xml:id="patron-requests-opac">\r
281<title>Patron Requests via the OPAC</title>\r
282<para>Patron requests through the OPAC are not currently available.</para>\r
283\r
284\r
285</section> \r
286 \r
287</chapter>\r