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commit e9687f018077b2c4f3101e3fe393ee0931709c11
Author: Remington Steed <rjs7 at calvin.edu>
Date: Wed Feb 21 12:07:36 2018 -0500
Docs: Edits and images for "Managing Holds"
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/circulation/advanced_holds.adoc b/docs/circulation/advanced_holds.adoc
index a01d6a2..f6b8e26 100644
--- a/docs/circulation/advanced_holds.adoc
+++ b/docs/circulation/advanced_holds.adoc
@@ -66,7 +66,7 @@ image::media/holds-managing-1.png[holds-managing-1]
. Manage the hold by choosing an action on the list.
.. If you want to cancel the hold, click _Cancel Hold_ from the menu. You are prompted to select a reason and put in a note if required. To finish, click _Apply_.
+
-image::media/holds-managing-2.png[holds-managing-2]
+image::media/holds-managing-2.JPG[holds-managing-2]
+
[NOTE]
=============
@@ -81,60 +81,54 @@ Suspended holds will not be filled but its hold position will be kept. They will
.. You may edit the _Activation Date_ and _Expiration Date_ by using the corresponding action on the _Actions_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_. Use the _Clear_ button to unset the date.
+
-image::media/holds-managing-4.png[holds-managing-4]
+image::media/holds-managing-4.JPG[holds-managing-4]
+
.. Hold shelf expire time is automatically recorded in the hold record when a hold is filled. You may edit this time by using the _Edit Shelf Expire Time_ on the _Actions_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_.
.. If you want to enable or disable phone notification or change the phone number, click _Edit Notification Settings_. You will be prompted to enter the new phone number. Make sure you enter a valid and complete phone number. The phone number is used for this hold only and can be different from the one in the patron account. It has no impact on the patron account. If you leave it blank, no phone number will be printed on the hold slip. If you want to enable or disable email notification for the hold, check _Send Emails_ on the prompt screen.
+
-image::media/holds-managing-5 and 6.JPG[holds-managing-5 and 6]
-+
-
-+
-* image::media/holds-managing-5.png[holds-managing-5]
-+
-
-+
-* image::media/holds-managing-6.png[holds-managing-6]
+image::media/holds-managing-5_and_6.JPG[holds-managing-5_and_6]
+
.. Pickup location can be changed by clicking _Edit Pickup Library_. Click the dropdown list of all libraries and choose the new pickup location. Click _Submit_.
+
-image::media/holds-managing-7.png[holds-managing-7]
+image::media/holds-managing-7.JPG[holds-managing-7]
+
[NOTE]
==============
Staff can change the pickup location for holds with in-transit status. Item will be sent in transit to the new destination. Staff cannot change the pickup location once an item is on the holds shelf.
==============
-.. The item’s physical condition is recorded in the copy record as _Good Condition_ or _Any Condition_. You may request that your holds be filled with copies of good quality only. Click _Set Desired Copy Quality_ on the
+.. The item’s physical condition is recorded in the copy record as _Good_ or _Mediocre_ in the _Quality_ field. You may request that your holds be filled with copies of good quality only. Click _Set Desired Copy Quality_ on the
_Actions_ list. Make your choice in the pop-up window.
+
-image::media/holds-managing-8.png[holds-managing-8]
+image::media/holds-managing-8.JPG[holds-managing-8]
Transferring Holds
^^^^^^^^^^^^^^^^^^
-. Holds on one title can be transferred to another with the hold request time preserved. To do so, you need to find the destination title and click _Actions_ -> _Mark as Title Hold Transfer Destination_.
+. Holds on one title can be transferred to another with the hold request
+time preserved. To do so, you need to find the destination title and
+click _Mark for:_ -> _Title Hold Transfer_.
+
image::media/holds-managing-9.png[holds-managing-9]
+
. Select the hold you want to transfer. Click _Actions_ -> _Transfer to Marked Title_.
+
-image::media/holds-managing-10.png[holds-managing-10]
+image::media/holds-managing-10.JPG[holds-managing-10]
Cancelled Holds
^^^^^^^^^^^^^^^
. Cancelled holds can be displayed. Click the _Recently Cancelled Holds_ button on the _Holds_ screen.
+
-image::media/holds-managing-11.png[holds-managing-11]
+image::media/holds-managing-11.JPG[holds-managing-11]
+
. You can un-cancel holds.
+
-image::media/holds-managing-12.png[holds-managing-12]
+image::media/holds-managing-12.JPG[holds-managing-12]
+
Based on your library’s setting, hold request time can be reset when a hold is un-cancelled.
@@ -144,15 +138,16 @@ Viewing Details & Adding Notes to Holds
. You can view details of a hold by selecting a hold then clicking the _Detail View_ button on the _Holds_ screen.
+
-image::media/holds-managing-13.png[holds-managing-13]
+image::media/holds-managing-13.JPG[holds-managing-13]
+
. You may add a note to a hold in the _Detail View_.
+
-image::media/holds-managing-14.png[holds-managing-14]
+image::media/holds-managing-14.JPG[holds-managing-14]
+
-. Notes can be printed on the hold slip if the _Print on slip?_ checkbox is selected. Key in the message then click _Add Note_.
+. Notes can be printed on the hold slip if the _Print on slip?_ checkbox
+is selected. Enter the message, then click _OK_.
+
-image::media/holds-managing-15.png[holds-managing-15]
+image::media/holds-managing-15.JPG[holds-managing-15]
Displaying Queue Position
@@ -175,11 +170,13 @@ image::media/holds-managing-17.png[holds-managing-17]
+
image::media/holds-managing-18.png[holds-managing-18]
+
-. Highlight the hold you want to edit. Choose an action from the _Actions for Selected Holds_ menu. For more information see the <<_actions_for_selected_holds,Actions for Selected Holds>> section.
+. Highlight the hold you want to edit. Choose an action from the
+_Actions_ menu. For more information see the
+<<_actions_for_selected_holds,Actions for Selected Holds>> section. For
+example, you can retrieve the hold requestor’s account by selecting
+_Retrieve Patron_ from this menu.
+
image::media/holds-managing-19.png[holds-managing-19]
-+
-. You can retrieve the hold requestor’s account by selecting _Retrieve Patron_ on the above dropdown menu.
Retargeting Holds
@@ -232,10 +229,6 @@ image::media/holds-pull-2.png[holds-pull-2]
Column adjustments will only affect the screen display and the CSV download for the holds pull list. It will not affect the printable holds pull list.
===========
-. The maximum number of holds initially displayed on the pull list is about 100. Use _Fetch More Holds_ to retrieve more records. You may have to click _Reload_ for those records to appear in the display.
-+
-image::media/holds-pull-3.png[holds-pull-3]
-+
. The following options are available for printing the pull list:
* _Print Full Pull List_ prints _Title_, _Author_, _Shelving Location_, _Call Number_ and _Item Barcode_. This method uses less paper than the alternate strategy.
@@ -248,7 +241,7 @@ image::media/holds-pull-4.png[holds-pull-4]
+
With the CSV option, if you are including barcodes in the holds pull list, you will need to take the following steps to make the barcode display properly: in Excel, select the entire barcode column, right-click and select _Format Cells_, click _Number_ as the category and then reduce the number of decimal places to 0.
-. You may perform hold management tasks by using the _Actions for Selected Holds_ dropdown list.
+. You may perform hold management tasks by using the _Actions_ dropdown list.
The _Holds Pull List_ is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear from the list. The _Holds Pull List_ should be printed at least once a day.
@@ -257,23 +250,23 @@ Capturing Holds
Holds can be captured when a checked-out item is returned (checked in) or an item on the _Holds Pull List_ is retrieved and captured. When a hold is captured, the hold slip will be printed and if the patron has chosen to be notified by email, the email notification will be sent out. The item should be put on the hold shelf.
-. To capture a hold, select _Circulation_ -> _Capture Holds_.
+. To capture a hold, select _Circulation_ -> _Capture Holds_ (or press
+_Shift-F2_).
+
image::media/holds-pull-5.png[holds-pull-5]
+
-* image::media/holds-pull-5a.png[holds-pull-5a]
-+
. Scan or type barcode and click _Submit_.
+
image::media/holds-pull-6.png[holds-pull-6]
+
-. The following hold slip is automatically printed. A print window will appear for the hold slip contents
+. The following hold slip is automatically printed. If your workstation
+is not setup for silent printing (via Hatch), then a print window will appear.
+
image::media/holds-pull-7.png[holds-pull-7]
+
-. If the item should be sent to another location, a print window will appear for the hold slip contents.
-+
-image::media/holds-pull-8.png[holds-pull-8]
+. If the item should be sent to another location, a hold transit slip
+will be printed. If your workstation is not setup for silent printing
+(via Hatch), then another print window will appear.
+
[TIP]
===============
@@ -305,9 +298,6 @@ image::media/holds-notifications-1.png[holds-notifications-1]
image::media/holds-notifications-2.png[holds-notifications-2]
+
. The patron can remove these checkmarks at the time they place the hold or they can enter a different phone number if they prefer to be contacted at a different number. The patron cannot change their e-mail address at this time.
-+
-image::media/holds-notifications-3.png[holds-notifications-3]
-+
. When the hold becomes available, the holds slip will display the patron’s e-mail address only if the patron selected the _Notify by Email by default when a hold is ready for pickup?_ checkbox. It will display a phone number only if the patron selected the _Notify by Phone by default when a hold is ready for pickup?_ checkbox.
@@ -322,7 +312,7 @@ Clearing Shelf-Expired Holds
+
image::media/holds-clearing-1.png[holds-clearing-1]
+
-. The _Holds Shelf_ is displayed. Note the _Actions for Selected Holds_ are available, as in the patron record.
+. The _Holds Shelf_ is displayed. Note the _Actions_ menu is available, as in the patron record.
+
You can cancel stale holds here.
+
@@ -332,14 +322,15 @@ image::media/holds-clearing-2.png[holds-clearing-2]
+
image::media/holds-clearing-3.png[holds-clearing-3]
+
-. Check the _View Clearable Holds_ button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today's date.
-
-. Click the _Print Full List_ button if you need a printed list. To format the printout customize the *Holds Shelf* receipt template. This can be done in _Administration_ -> _Workstation_ -> _Print Templates_.
-
-. The _Clear These Holds_ button is lit up. Click it and the expired holds will be canceled.
+. Click the _Show Clearable Holds_ button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today's date.
+
image::media/holds-clearing-4.png[holds-clearing-4]
+
+. Click the _Print Full List_ button if you need a printed list. To format the printout customize the *Holds Shelf* receipt template. This can be done in _Administration_ -> _Workstation_ -> _Print Templates_.
+
+. The _Clear These Holds_ button becomes enabled when viewing clearable
+holds. Click it and the expired holds will be canceled.
+
. Bring items down from the hold shelf and check them in.
[IMPORTANT]
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commit cdc9d2acabd9834f3cf2b2963084c95373eea365
Author: Kevin Tran <kdt8 at students.calvin.edu>
Date: Thu Feb 15 11:18:21 2018 -0500
Docs: Update "Managing Holds" for web client
- changed "Actions for Selected Holds" to "Actions"
- several new screenshots
- some instructions updated
- merged and updated steps 3.E - 3.F, and created a new screenshot "holds-managing-5 and 6.JPG" (that will take place of the two current screenshots)
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/circulation/advanced_holds.adoc b/docs/circulation/advanced_holds.adoc
index 40780f5..a01d6a2 100644
--- a/docs/circulation/advanced_holds.adoc
+++ b/docs/circulation/advanced_holds.adoc
@@ -59,7 +59,7 @@ Actions for Selected Holds
^^^^^^^^^^^^^^^^^^^^^^^^^^
. Retrieve the patron record and go to the _Holds_ screen.
-. Highlight the hold record, then select _Actions for Selected Holds_.
+. Highlight the hold record, then select _Actions_.
+
image::media/holds-managing-1.png[holds-managing-1]
+
@@ -79,24 +79,27 @@ A captured hold with a status of _On Hold Shelf_ can be cancelled by either staf
Suspended holds will not be filled but its hold position will be kept. They will automatically become active on the activation date if there is an activation date in the record. Without an activation date, the holds will remain inactive until staff or a patron activates them manually.
===============
-.. You may edit the _Activation Date_ and _Expiration Date_ by using the corresponding action on the _Action for Selected Holds_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_. Use the _Remove_ button to unset the date.
+.. You may edit the _Activation Date_ and _Expiration Date_ by using the corresponding action on the _Actions_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_. Use the _Clear_ button to unset the date.
+
image::media/holds-managing-4.png[holds-managing-4]
+
-.. Hold shelf expire time is automatically recorded in the hold record when a hold is filled. You may edit this time by using the _Edit Shelf Expire Time_ on the _Action for Selected Holds_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_.
+.. Hold shelf expire time is automatically recorded in the hold record when a hold is filled. You may edit this time by using the _Edit Shelf Expire Time_ on the _Actions_ dropdown menu. You will be prompted to enter the new date. Use the calendar widget to choose a date, then click _Apply_.
-.. If you want to enable or disable phone notification or change the phone number, click _Edit Phone Notification_. You will be prompted to enter the new phone number. Make sure you enter a valid and complete phone number. The phone number is used for this hold only and can be different from the one in the patron account. It has no impact on the patron account. If you leave it blank, no phone number will be printed on the hold slip.
+.. If you want to enable or disable phone notification or change the phone number, click _Edit Notification Settings_. You will be prompted to enter the new phone number. Make sure you enter a valid and complete phone number. The phone number is used for this hold only and can be different from the one in the patron account. It has no impact on the patron account. If you leave it blank, no phone number will be printed on the hold slip. If you want to enable or disable email notification for the hold, check _Send Emails_ on the prompt screen.
+
-image::media/holds-managing-5.png[holds-managing-5]
+image::media/holds-managing-5 and 6.JPG[holds-managing-5 and 6]
+
-.. If you want to enable or disable email notification for the hold, click _Set Email Notification_. Click _Email_ or _No Email_ on the prompt screen.
+
-image::media/holds-managing-6.png[holds-managing-6]
+* image::media/holds-managing-5.png[holds-managing-5]
+
-.. Pickup location can be changed by clicking _Edit Pickup Library_. Click the dropdown list of all libraries and choose the new pickup location. Click _Done_.
++
+* image::media/holds-managing-6.png[holds-managing-6]
++
+
+.. Pickup location can be changed by clicking _Edit Pickup Library_. Click the dropdown list of all libraries and choose the new pickup location. Click _Submit_.
+
image::media/holds-managing-7.png[holds-managing-7]
+
@@ -105,8 +108,8 @@ image::media/holds-managing-7.png[holds-managing-7]
Staff can change the pickup location for holds with in-transit status. Item will be sent in transit to the new destination. Staff cannot change the pickup location once an item is on the holds shelf.
==============
-.. The item’s physical condition is recorded in the copy record as _Good_ or _Mediocre_ in the _Quality_ field. You may request that your holds be filled with copies of good quality only. Click _Set Desired Copy Quality_ on the
-_Actions for Selected Holds_ list. Make your choice in the pop-up window.
+.. The item’s physical condition is recorded in the copy record as _Good Condition_ or _Any Condition_. You may request that your holds be filled with copies of good quality only. Click _Set Desired Copy Quality_ on the
+_Actions_ list. Make your choice in the pop-up window.
+
image::media/holds-managing-8.png[holds-managing-8]
@@ -114,18 +117,18 @@ image::media/holds-managing-8.png[holds-managing-8]
Transferring Holds
^^^^^^^^^^^^^^^^^^
-. Holds on one title can be transferred to another with the hold request time preserved. To do so, you need to find the destination title and click _Actions for this Record_ -> _Mark as Title Hold Transfer Destination_.
+. Holds on one title can be transferred to another with the hold request time preserved. To do so, you need to find the destination title and click _Actions_ -> _Mark as Title Hold Transfer Destination_.
+
image::media/holds-managing-9.png[holds-managing-9]
+
-. Select the hold you want to transfer. Click _Actions for Selected Holds_ -> _Transfer to Marked Title_.
+. Select the hold you want to transfer. Click _Actions_ -> _Transfer to Marked Title_.
+
image::media/holds-managing-10.png[holds-managing-10]
Cancelled Holds
^^^^^^^^^^^^^^^
-. Cancelled holds can be displayed. Click the _Show Cancelled Holds_ button on the _Holds_ screen.
+. Cancelled holds can be displayed. Click the _Recently Cancelled Holds_ button on the _Holds_ screen.
+
image::media/holds-managing-11.png[holds-managing-11]
+
@@ -164,11 +167,11 @@ Managing Holds in Title Records
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
. Retrieve and display the title record in the catalog.
-. Click _Actions for this Record_ -> _View Holds_.
+. Click _Actions_ -> _View Holds_.
+
image::media/holds-managing-17.png[holds-managing-17]
+
-. All holds on this title to be picked up at your library are displayed. Use the _Filter_ checkbox and _Pickup Library_ to view holds to be picked up at other libraries.
+. All holds on this title to be picked up at your library are displayed. Use the _Pickup Library_ to view holds to be picked up at other libraries.
+
image::media/holds-managing-18.png[holds-managing-18]
+
@@ -190,11 +193,11 @@ Holds need to be retargeted whenever a new item is added to a record, or after s
. Click on the head of the status column.
-. Under _Actions for Selected Holds_ (Alt+S), select _Find Another Target_ (Alt+T)
+. Under _Actions_, select _Find Another Target_.
. A window will open asking if you are sure you would like to reset the holds for these items.
-. Click _Yes_ (Alt+Y). Nothing may appear to happen, or if you are retargeting a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.
+. Click _Yes_. Nothing may appear to happen, or if you are retargeting a lot of holds at once, your screen may go blank or seem to freeze for a moment while the holds are retargeted.
. When the screen refreshes, the holds will be retargeted. The system will now recognize the new items as available for holds.
@@ -239,7 +242,7 @@ image::media/holds-pull-3.png[holds-pull-3]
* _Print Full Pull List (Alternate Strategy)_ prints the same fields as the above option but also includes a patron barcode. This list will also first sort by copy location, as ordered under _Admin_ -> _Local Administration_ -> _Copy Location Order_.
-* _Save List CSV to File_ – This option is available from the _List Actions_ button and saves all fields in the screen display to a CSV file. This file can then be opened in Excel or another spreadsheet program. This option provides more flexibility in identifying fields that should be printed.
+* _Download CSV_ – This option is available from the _List Actions_ button (adjacent to the _Page "#"_ button) and saves all fields in the screen display to a CSV file. This file can then be opened in Excel or another spreadsheet program. This option provides more flexibility in identifying fields that should be printed.
+
image::media/holds-pull-4.png[holds-pull-4]
+
@@ -254,21 +257,21 @@ Capturing Holds
Holds can be captured when a checked-out item is returned (checked in) or an item on the _Holds Pull List_ is retrieved and captured. When a hold is captured, the hold slip will be printed and if the patron has chosen to be notified by email, the email notification will be sent out. The item should be put on the hold shelf.
-. To capture a hold, select _Circulation_ -> _Capture Holds_; click _Check In_ -> _Capture Holds_ on the circulation toolbar; or hit _Shift-F2_.
+. To capture a hold, select _Circulation_ -> _Capture Holds_.
+
image::media/holds-pull-5.png[holds-pull-5]
+
-image::media/holds-pull-5a.png[holds-pull-5a]
+* image::media/holds-pull-5a.png[holds-pull-5a]
+
. Scan or type barcode and click _Submit_.
+
image::media/holds-pull-6.png[holds-pull-6]
+
-. The following hold slip is automatically printed. (This slip will not display on the _Capture Holds_ screen, but will display on a _Check In_ screen not set to automatically print slips.)
+. The following hold slip is automatically printed. A print window will appear for the hold slip contents
+
image::media/holds-pull-7.png[holds-pull-7]
+
-. If the item should be sent to another location, a hold transit slip will be printed. (This slip will not display on the _Capture Holds_ screen, but may display on a _Check In_ screen that is not set to automatically print slips.)
+. If the item should be sent to another location, a print window will appear for the hold slip contents.
+
image::media/holds-pull-8.png[holds-pull-8]
+
@@ -297,9 +300,7 @@ Holds Notification Methods
+
image::media/holds-notifications-1.png[holds-notifications-1]
+
-The ``Default Phone Number'' option is the default for those users who have not yet set a preference.
-
-. Patrons with a default notification preference for phone will see their phone number at the time they place a hold. The checkboxes for email and phone notification will also automatically be checked.
+. Patrons with a default notification preference for phone will see their phone number at the time they place a hold. The checkboxes for email and phone notification will also automatically be checked (if an email or phone number has been assigned to the account).
+
image::media/holds-notifications-2.png[holds-notifications-2]
+
@@ -317,11 +318,11 @@ If the patron changes their contact telephone number when placing the hold, this
Clearing Shelf-Expired Holds
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-. Items with _Ready-for-Pickup_ status are on the _Holds Shelf List_. The _Holds Shelf List_ can help you manage items on the holds shelf. To see the holds shelf list, select _Circulation_ -> _Browse Holds Shelf_.
+. Items with _Ready-for-Pickup_ status are on the _Holds Shelf_. The _Holds Shelf_ can help you manage items on the holds shelf. To see the holds shelf list, select _Circulation_ -> _Holds Shelf_.
+
image::media/holds-clearing-1.png[holds-clearing-1]
+
-. The _Holds Shelf List_ is displayed. Note the _Actions for Selected Holds_ are available, as in the patron record.
+. The _Holds Shelf_ is displayed. Note the _Actions for Selected Holds_ are available, as in the patron record.
+
You can cancel stale holds here.
+
@@ -331,9 +332,9 @@ image::media/holds-clearing-2.png[holds-clearing-2]
+
image::media/holds-clearing-3.png[holds-clearing-3]
+
-. Check the _View Clearable Holds_ checkbox to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today's date.
+. Check the _View Clearable Holds_ button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today's date.
-. Click the _Print_ button if you need a printed list. To format the printout customize the *Holds_shelf* receipt template. This can be done in _Admin_ -> _Workstation Administration_ -> _Receipt Template Editor_.
+. Click the _Print Full List_ button if you need a printed list. To format the printout customize the *Holds Shelf* receipt template. This can be done in _Administration_ -> _Workstation_ -> _Print Templates_.
. The _Clear These Holds_ button is lit up. Click it and the expired holds will be canceled.
+
commit 8d66e801238ba3ece1c2d5b1254011f5f4f27edc
Author: Remington Steed <rjs7 at calvin.edu>
Date: Wed Feb 21 11:47:32 2018 -0500
Docs: Edits and images for "Resetting Patron's Password"
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/circulation/circulation_patron_records_web_client.adoc b/docs/circulation/circulation_patron_records_web_client.adoc
index 30d9d20..d2e1bae 100644
--- a/docs/circulation/circulation_patron_records_web_client.adoc
+++ b/docs/circulation/circulation_patron_records_web_client.adoc
@@ -193,7 +193,7 @@ Open the patron record in edit mode as described in the section
Next to the _Barcode_ field, select the _Replace Barcode_ button.
-* image::media/circulation_patron_records-13.png[circulation_patron_records 13]
+image::media/circulation_patron_records_13.JPG[circulation_patron_records 13]
This will clear the barcode field. Enter a new barcode and _Save_ the record.
The screen will refresh and the new barcode will display in the patron summary
@@ -207,7 +207,7 @@ edit mode as described in the section <<updating_patron_information,Updating Pat
Select the _See All_ button next to the _Replace Barcode_ button. This will
display the current and past barcodes associated with this account.
-image::media/circulation_patron_records-14.png[circulation_patron_records 14]
+image::media/circulation_patron_records_14.JPG[circulation_patron_records 14]
Check the box(es) for all barcodes that should be ``active'' for the patron. An
``active'' barcode may be used for circulation transactions. A patron may have
@@ -231,9 +231,9 @@ described in the section <<searching_patrons,Searching Patrons>>.
Open the patron record in edit mode as described in the section
<<updating_patron_information,Updating Patron Information>>.
-Select the _Generate Password_ button next to the _Password_ field.
+Select the _Generate Password_ button next to the _Password_ field.
-* image::media/circulation_patron_records-15.png[circulation_patron_records 15]
+image::media/circulation_patron_records_15.JPG[circulation_patron_records 15]
NOTE: The existing password is not displayed in patron records for security
reasons.
diff --git a/docs/media/circulation_patron_records_13.JPG b/docs/media/circulation_patron_records_13.JPG
new file mode 100644
index 0000000..7ef4199
Binary files /dev/null and b/docs/media/circulation_patron_records_13.JPG differ
diff --git a/docs/media/circulation_patron_records_14.JPG b/docs/media/circulation_patron_records_14.JPG
new file mode 100644
index 0000000..6a1b64a
Binary files /dev/null and b/docs/media/circulation_patron_records_14.JPG differ
diff --git a/docs/media/circulation_patron_records_15.JPG b/docs/media/circulation_patron_records_15.JPG
new file mode 100644
index 0000000..f5e0dd6
Binary files /dev/null and b/docs/media/circulation_patron_records_15.JPG differ
commit f05b0dbd3574a6fcad4d64bcac9128cfc3f92600
Author: Kevin Tran <kdt8 at students.calvin.edu>
Date: Thu Feb 8 11:02:02 2018 -0500
Docs: Update "Resetting Patron's Password" for web client
A new screenshot has been created. The description in the instructions
have been changed. Some button names have been updated and verify
password has been removed.
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/circulation/circulation_patron_records_web_client.adoc b/docs/circulation/circulation_patron_records_web_client.adoc
index 2fc2f5e..30d9d20 100644
--- a/docs/circulation/circulation_patron_records_web_client.adoc
+++ b/docs/circulation/circulation_patron_records_web_client.adoc
@@ -193,7 +193,7 @@ Open the patron record in edit mode as described in the section
Next to the _Barcode_ field, select the _Replace Barcode_ button.
-image::media/circulation_patron_records-13.png[circulation_patron_records 13]
+* image::media/circulation_patron_records-13.png[circulation_patron_records 13]
This will clear the barcode field. Enter a new barcode and _Save_ the record.
The screen will refresh and the new barcode will display in the patron summary
@@ -231,14 +231,14 @@ described in the section <<searching_patrons,Searching Patrons>>.
Open the patron record in edit mode as described in the section
<<updating_patron_information,Updating Patron Information>>.
-Select the _Reset Password_ button next to the _Password_ field.
+Select the _Generate Password_ button next to the _Password_ field.
-image::media/circulation_patron_records-15.png[circulation_patron_records 15]
+* image::media/circulation_patron_records-15.png[circulation_patron_records 15]
NOTE: The existing password is not displayed in patron records for security
reasons.
-A new number will populate the _Password_ and _Verify Password_ text boxes.
+A new number will populate the _Password_ text box.
Make note of the new password and _Save_ the patron record. The screen will
refresh and the new password will be suppressed from view.
-----------------------------------------------------------------------
Summary of changes:
docs/circulation/advanced_holds.adoc | 110 +++++++++-----------
.../circulation_patron_records_web_client.adoc | 10 +-
docs/media/circulation_patron_records_13.JPG | Bin 0 -> 36282 bytes
docs/media/circulation_patron_records_14.JPG | Bin 0 -> 18026 bytes
docs/media/circulation_patron_records_15.JPG | Bin 0 -> 45272 bytes
docs/media/holds-clearing-1.png | Bin 16838 -> 29462 bytes
docs/media/holds-clearing-2.png | Bin 48890 -> 6670 bytes
docs/media/holds-clearing-3.png | Bin 34184 -> 8380 bytes
docs/media/holds-clearing-4.png | Bin 35823 -> 3401 bytes
docs/media/holds-managing-1.png | Bin 30579 -> 94427 bytes
docs/media/holds-managing-10.JPG | Bin 0 -> 59408 bytes
docs/media/holds-managing-11.JPG | Bin 0 -> 64581 bytes
docs/media/holds-managing-12.JPG | Bin 0 -> 54785 bytes
docs/media/holds-managing-13.JPG | Bin 0 -> 46558 bytes
docs/media/holds-managing-14.JPG | Bin 0 -> 115540 bytes
docs/media/holds-managing-15.JPG | Bin 0 -> 23704 bytes
docs/media/holds-managing-17.png | Bin 27748 -> 7184 bytes
docs/media/holds-managing-18.png | Bin 8685 -> 12364 bytes
docs/media/holds-managing-19.png | Bin 19402 -> 8358 bytes
docs/media/holds-managing-2.JPG | Bin 0 -> 23326 bytes
docs/media/holds-managing-4.JPG | Bin 0 -> 41433 bytes
docs/media/holds-managing-5_and_6.JPG | Bin 0 -> 28166 bytes
docs/media/holds-managing-7.JPG | Bin 0 -> 26606 bytes
docs/media/holds-managing-8.JPG | Bin 0 -> 17850 bytes
docs/media/holds-managing-9.png | Bin 22775 -> 14188 bytes
docs/media/holds-notifications-1.png | Bin 17651 -> 20980 bytes
docs/media/holds-notifications-2.png | Bin 23274 -> 15144 bytes
docs/media/holds-pull-1.png | Bin 13969 -> 20233 bytes
docs/media/holds-pull-2.png | Bin 50844 -> 4987 bytes
docs/media/holds-pull-4.png | Bin 9536 -> 10697 bytes
docs/media/holds-pull-5.png | Bin 8648 -> 10634 bytes
docs/media/holds-pull-5a.png | Bin 6376 -> 0 bytes
docs/media/holds-pull-6.png | Bin 9393 -> 13863 bytes
docs/media/holds-pull-7.png | Bin 18584 -> 41932 bytes
docs/media/holds-pull-8.png | Bin 10532 -> 0 bytes
docs/media/holds-pull-9.png | Bin 16408 -> 4076 bytes
36 files changed, 56 insertions(+), 64 deletions(-)
create mode 100644 docs/media/circulation_patron_records_13.JPG
create mode 100644 docs/media/circulation_patron_records_14.JPG
create mode 100644 docs/media/circulation_patron_records_15.JPG
create mode 100644 docs/media/holds-managing-10.JPG
create mode 100644 docs/media/holds-managing-11.JPG
create mode 100644 docs/media/holds-managing-12.JPG
create mode 100644 docs/media/holds-managing-13.JPG
create mode 100644 docs/media/holds-managing-14.JPG
create mode 100644 docs/media/holds-managing-15.JPG
create mode 100644 docs/media/holds-managing-2.JPG
create mode 100644 docs/media/holds-managing-4.JPG
create mode 100644 docs/media/holds-managing-5_and_6.JPG
create mode 100644 docs/media/holds-managing-7.JPG
create mode 100644 docs/media/holds-managing-8.JPG
delete mode 100644 docs/media/holds-pull-5a.png
delete mode 100644 docs/media/holds-pull-8.png
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