[open-ils-commits] [GIT] Evergreen ILS branch master updated. a6c2c194f5acd29af9772323e02bc17413555472

Wed May 29 15:45:03 EDT 2013

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- Log -----------------------------------------------------------------
commit a6c2c194f5acd29af9772323e02bc17413555472
Author: Angela Kilsdonk <akilsdonk at esilibrary.com>
Date:   Wed May 29 15:44:56 2013 -0400

    Documentation for Best Hold Selection Sort Order
    
    Signed-off-by: Angela Kilsdonk <akilsdonk at esilibrary.com>

diff --git a/docs/admin/Best_Hold_Selection_Sort_Order.txt b/docs/admin/Best_Hold_Selection_Sort_Order.txt
new file mode 100644
index 0000000..c525116
--- /dev/null
+++ b/docs/admin/Best_Hold_Selection_Sort_Order.txt
@@ -0,0 +1,60 @@
+Best-Hold Selection Sort Order
+------------------------------
+
+Best-Hold Selection Sort Order allows libraries to configure customized rules for Evergreen to use to select the best hold to fill at opportunistic capture.  When a copy is captured for a hold upon check-in, Evergreen evaluates the holds in the system that the item could fill.  Evergreen uses a set of rules, or a Best-Hold Selection Sort Order, to determine the best hold to fill with the item.  In previous version of Evergreen, there were two sets of rules for Evergreen to use to determine the best hold to fulfill: Traditional and FIFO (First In, First Out).  Traditional uses Org Unit Proximity to identify the nearest hold to fill.  FIFO follows a strict order of first-in, first-out rules.  This feature allows new, custom Best-Hold Selection Sort Orders to be created.  Existing Best-Hold Selection Sort Orders can also be modified.
+
+
+Preconfigured Best-Hold Orders
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Evergreen comes with six preconfigured Best-Hold Selection Sort Orders to choose from:
+
+* Traditional
+* Traditional with Holds-go-home
+* Traditional with Holds-always-go-home
+* FIFO
+* FIFO with Holds-go-home
+* FIFO with Holds-always-go-home
+
+The Holds-go-home and Holds-always-go-home options allow libraries to determine how long they want to allow items to transit outside of the item’s home library, before it must return to its home library to fulfill any holds that are to be picked up there.  Libraries can set this time limit in the library setting *Holds: Max foreign-circulation time*.  The Library Settings Editor can be found under *Admin -> Local Administration -> Library Settings Editor*.  
+
+Create a New Best-Hold Selection Sort Order
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+To create a new Best-Hold Selection Sort Order, go to *Admin -> Server Administration -> Best-Hold Selection Sort Order*.  
+
+. Click *Create New*.
+. Assign your Best-Hold Selection Sort Order a *Name*.
+. Next, use the *Move Up* and *Move Down* buttons to arrange the fields in the order that you would like Evergreen to check when looking for the best hold to fill with a copy at opportunistic capture.
+. Click *Save Changes* to create your custom Best-Hold Selection Sort Order.  
+
+image::media/best_hold_sort_order1.jpg[Best-Hold Selection Sort Order]
+
+
+Edit an Existing Best-Hold Selection Sort Order
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+To edit an existing Best-Hold Selection Sort Order, go to *Admin -> Server Administration -> Best-Hold Selection Sort Order*.  
+
+. Click *Edit Existing*.
+. Choose the Best-Hold Selection Sort Order that you would like to edit from the drop down menu.
+. Next, use the *Move Up* and *Move Down* buttons to arrange the fields in the new order that you would like Evergreen to check when looking for the best hold to fill with a copy at opportunistic capture.
+. Click *Save Changes* to save your edits.  
+
+Choosing the Best-Hold Selection Sort Order
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+The Best-Hold Selection Sort Order can be set for an Org Unit in the *Library Settings Editor*.  
+
+To select the Best-Hold Selection Sort Order that your Org Unit will use:
+
+. Go to *Admin -> Local Administration -> Library Settings Editor*.  
+. Locate the setting *Holds: Best-hold selection sort order*, and click *Edit*.
+. Choose the *Context* org unit for this setting.
+. Select the Best-hold selection sort order, or *Value*, from the drop down menu.
+. Click *Update Setting*. 
+
+image::media/best_hold_sort_order2.jpg[Library Settings Editor]
+
+
+Permissions to use this Feature
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+To administer the custom Best-Hold Selection Sort Order interface, you need the following permission:
+
+* ADMIN_HOLD_CAPTURE_SORT
\ No newline at end of file
diff --git a/docs/media/best_hold_sort_order1.jpg b/docs/media/best_hold_sort_order1.jpg
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diff --git a/docs/media/best_hold_sort_order2.jpg b/docs/media/best_hold_sort_order2.jpg
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diff --git a/docs/root.txt b/docs/root.txt
index 46eaebe..c3215d0 100644
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -180,6 +180,8 @@ include::admin/acquisitions_admin.txt[]
 
 include::admin/authorities.txt[]
 
+include::admin/Best_Hold_Selection_Sort_Order.txt[]
+
 include::admin/cn_prefixes_and_suffixes.txt[]
 
 include::admin/circulation_limit_groups.txt[]

-----------------------------------------------------------------------

Summary of changes:
 docs/admin/Best_Hold_Selection_Sort_Order.txt |   60 +++++++++++++++++++++++++
 docs/media/best_hold_sort_order1.jpg          |  Bin 0 -> 68796 bytes
 docs/media/best_hold_sort_order2.jpg          |  Bin 0 -> 312206 bytes
 docs/root.txt                                 |    2 +
 4 files changed, 62 insertions(+), 0 deletions(-)
 create mode 100644 docs/admin/Best_Hold_Selection_Sort_Order.txt
 create mode 100644 docs/media/best_hold_sort_order1.jpg
 create mode 100644 docs/media/best_hold_sort_order2.jpg


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