[open-ils-commits] [GIT] Evergreen ILS branch rel_3_2 updated. 1c48fb2707c118554aafee5a8d29904d8955b62e

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- Log -----------------------------------------------------------------
commit 1c48fb2707c118554aafee5a8d29904d8955b62e
Author: abneiman <abneiman at equinoxinitiative.org>
Date:   Mon Nov 26 11:24:43 2018 -0800

    Docs: create autorenewals documentation
    
    Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>

diff --git a/docs/admin/autorenewals.adoc b/docs/admin/autorenewals.adoc
new file mode 100644
index 0000000..be768fa
--- /dev/null
+++ b/docs/admin/autorenewals.adoc
@@ -0,0 +1,49 @@
+Autorenewals in Evergreen
+-------------------------
+
+Introduction
+~~~~~~~~~~~~
+
+Circulation policies in Evergreen can now be configured to automatically renew items checked out on patron accounts.  Circulations will be renewed automatically and patrons will not need to log in to their OPAC accounts or ask library staff to renew materials. 
+
+Autorenewals are set in the Circulation Duration Rules, which allows this feature to be applied to selected circulation policies.  Effectively, this makes autorenewals configurable by patron group, organizational unit or library, and circulation modifier.
+
+Configure Autorenewals
+~~~~~~~~~~~~~~~~~~~~~~
+
+Autorenewals are configured in *Administration -> Server Administration -> Circulation Duration Rules*.  
+
+Enter the number of automatic renewals allowed in the new field called _max_auto_renewals_.  The field called _max_renewals_ will still set the maximum number of manual renewals, whether staff or patron initiated.  Typically, the _max_renewals_ value will be greater than _max_auto_renewals_, so that even if no more autorenewals are allowed, a patron may still renew via the OPAC.
+
+image::media/autorenew_circdur.PNG[Autorenewals in Circulation Duration Rules]
+
+The Circulation Duration Rule can then be applied to specific circulation policies (*Administration -> Local Administration -> Circulation Policies*) to implement autorenewals in Evergreen.
+
+Autorenewal Notices and Action Triggers
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Two new action triggers have been added to Evergreen for use with autorenewals.  They can be found and configured in *Administration -> Local Administration -> Notifications/Action Triggers*.
+
+* Autorenew
+- Uses the checkout.due hook to automatically renew circulations before they are due.
+- Autorenewals will not occur if the item has holds, exceeds the maximum number of autorenewals allowed, or if the patron has been blocked from renewing items.
+
+* AutorenewNotify
+- Email notification to inform patrons when their materials are automatically renewed or, if they are not automatically renewed due to meeting one of the criteria listed above.
+- This notice can also be configured as an SMS notification.
+- This notice does not change or interact with the Courtesy Notice (Pre-due Notice) that is also available in Evergreen.  Libraries should evaluate whether they want to use both Courtesy Notices and Autorenewal notices.
+
+Sample of successful autorenewal notification:
+
+image::media/autorenew_renewnotice.PNG[Notification of Successful Autorenewal]
+
+Sample of blocked autorewal notification:
+
+image::media/autorenew_norenewnotice.PNG[Notification of Blocked Autorenewal]
+
+Autorenewals in Patron Accounts
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A new column called _AutoRenewalsRemaining_ indicates how many autorenewals are available for a transaction.
+
+image::media/autorenew_itemsout.PNG[Autorenewals Remaining in Patron Items Out]
diff --git a/docs/media/autorenew_circdur.PNG b/docs/media/autorenew_circdur.PNG
new file mode 100644
index 0000000..eab0ae2
Binary files /dev/null and b/docs/media/autorenew_circdur.PNG differ
diff --git a/docs/media/autorenew_itemsout.PNG b/docs/media/autorenew_itemsout.PNG
new file mode 100644
index 0000000..9b044cc
Binary files /dev/null and b/docs/media/autorenew_itemsout.PNG differ
diff --git a/docs/media/autorenew_norenewnotice.PNG b/docs/media/autorenew_norenewnotice.PNG
new file mode 100644
index 0000000..e4449dd
Binary files /dev/null and b/docs/media/autorenew_norenewnotice.PNG differ
diff --git a/docs/media/autorenew_renewnotice.PNG b/docs/media/autorenew_renewnotice.PNG
new file mode 100644
index 0000000..311eb1f
Binary files /dev/null and b/docs/media/autorenew_renewnotice.PNG differ
diff --git a/docs/root.adoc b/docs/root.adoc
index 1949fc4..933123c 100644
--- a/docs/root.adoc
+++ b/docs/root.adoc
@@ -123,9 +123,9 @@ include::admin_initial_setup/borrowing_items.adoc[]
 // Return to normal title levels.
 :leveloffset: 0
 
-include::admin_initial_setup/hard_due_dates.adoc[]
-
+include::admin/autorenewals.adoc[]
 
+include::admin_initial_setup/hard_due_dates.adoc[]
 
 include::admin/template_toolkit.adoc[]
 
diff --git a/docs/root_staff_client_admin.adoc b/docs/root_staff_client_admin.adoc
index b9edb90..e47ead0 100644
--- a/docs/root_staff_client_admin.adoc
+++ b/docs/root_staff_client_admin.adoc
@@ -95,6 +95,8 @@ This section discusses the initial setup and subsequent troubleshooting and refi
 
 include::admin_initial_setup/borrowing_items.adoc[]
 
+include::admin/autorenewals.adoc[]
+
 include::admin/circulation_limit_groups.adoc[]
 
 include::admin/hold_driven_recalls.adoc[]

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

Summary of changes:
 docs/admin/autorenewals.adoc           |   49 ++++++++++++++++++++++++++++++++
 docs/media/autorenew_circdur.PNG       |  Bin 0 -> 13132 bytes
 docs/media/autorenew_itemsout.PNG      |  Bin 0 -> 22072 bytes
 docs/media/autorenew_norenewnotice.PNG |  Bin 0 -> 13886 bytes
 docs/media/autorenew_renewnotice.PNG   |  Bin 0 -> 10542 bytes
 docs/root.adoc                         |    4 +-
 docs/root_staff_client_admin.adoc      |    2 +
 7 files changed, 53 insertions(+), 2 deletions(-)
 create mode 100644 docs/admin/autorenewals.adoc
 create mode 100644 docs/media/autorenew_circdur.PNG
 create mode 100644 docs/media/autorenew_itemsout.PNG
 create mode 100644 docs/media/autorenew_norenewnotice.PNG
 create mode 100644 docs/media/autorenew_renewnotice.PNG


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