This is an automated email from the git hooks/post-receive script. It was generated because a ref change was pushed to the repository containing the project "Evergreen ILS". The branch, main has been updated via f1c3cd43bd6a9d208b99ac71c08b314a5931d767 (commit) from 15d238e39f776db29dab169c6c200bfeb6ade674 (commit) Those revisions listed above that are new to this repository have not appeared on any other notification email; so we list those revisions in full, below. - Log ----------------------------------------------------------------- commit f1c3cd43bd6a9d208b99ac71c08b314a5931d767 Author: Andrea Buntz Neiman <abneiman@equinoxinitiative.org> Date: Tue Mar 25 09:32:20 2025 -0400 Docs: Updates related to the Item Alerts, Notes, Tags, and Templates project Updates include new text and screenshots in the documentation for the holdings editor, holdings template editor, item alerts, item notes, item tags, and item alerts administration. 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xref:cataloging:angular_staff_view.adoc[Angular Staff View] -** xref:cataloging:added_content.adoc[Added Content in the Staff Catalog] -** xref:admin:staff_client-return_to_results_from_marc.adoc[Return to Search Results from MARC Record] +** xref:admin:marc_templates.adoc[MARC Templates] ** xref:cataloging:batch_importing_MARC.adoc[Batch Importing MARC Records] ** xref:cataloging:overlay_record_3950_import.adoc[Overlay Existing Catalog Record via Z39.50 Import] -** xref:cataloging:z39.50_search_enhancements.adoc[Z39.50 Search Enhancements] +** xref:cataloging:MARC_batch_edit.adoc[MARC Batch Edit] +** xref:admin:staff_client-return_to_results_from_marc.adoc[Return to Search Results from MARC Record] +** xref:cataloging:record_buckets.adoc[Record Buckets] ** xref:cataloging:record_notes.adoc[Record Notes] -** xref:cataloging:monograph_parts.adoc[Monograph Parts] -** xref:cataloging:conjoined_items.adoc[Conjoined Items] ** xref:cataloging:cataloging_electronic_resources.adoc[Cataloging Electronic Resources — Finding Them in Catalog Searches] -** xref:cataloging:item_status.adoc[Using the Item Status interface] -** xref:cataloging:volcopy_editor.adoc[Using the Holdings Editor] -** xref:cataloging:MARC_batch_edit.adoc[MARC Batch Edit] ** xref:cataloging:authorities.adoc[Managing Authorities] *** xref:cataloging:authorities_advanced.adoc[Advanced Authorities] +** xref:cataloging:volcopy_editor.adoc[Using the Holdings Editor] +** xref:cataloging:holdings_templates.adoc[Working with Holdings Templates] +** xref:cataloging:conjoined_items.adoc[Conjoined Items] +** xref:cataloging:monograph_parts.adoc[Monograph Parts] +** xref:cataloging:copy-buckets_web_client.adoc[Item Buckets] +** xref:cataloging:item_tags_cataloging.adoc[Item Tags, Notes, and Alerts] +** xref:cataloging:item_status.adoc[Using the Item Status interface] +** xref:cataloging:added_content.adoc[Added Content in the Staff Catalog] +** xref:cataloging:angular_staff_view.adoc[Angular Staff View] +** xref:cataloging:cover_image_upload.adoc[Cover Image Uploader] ** xref:cataloging:link_checker.adoc[Link Checker] ** xref:admin:schema_bibliographic.adoc[Notes about the Bibliographic Schema in the Database] -** xref:admin:marc_templates.adoc[MARC Templates] +** xref:cataloging:z39.50_search_enhancements.adoc[Z39.50 Search Enhancements] + + diff --git a/docs/modules/cataloging/pages/holdings_templates.adoc b/docs/modules/cataloging/pages/holdings_templates.adoc index 377fe94c74..105aadb558 100644 --- a/docs/modules/cataloging/pages/holdings_templates.adoc +++ b/docs/modules/cataloging/pages/holdings_templates.adoc @@ -1,27 +1,103 @@ -= Working with holdings templates = += Working with Holdings Templates = :toc: -Setting up holdings templates can save a lot of time when creating items, and they -also improve consistency and accuracy. Any time you find yourself creating multiple -items with the same item-level data, you may wish to create a holdings template -to automate that process. +Setting up holdings templates can save a lot of time when creating items, and they also improve consistency and accuracy. Any time you find yourself creating multiple items with the same item-level data, you may wish to create a holdings template to automate that process. -== Creating a new holdings template == +You can access the template editor from Local Administration, or directly from the Holdings Editor interface. -* Open _Administration_ -> _Local Administration_ -> _Holdings Template Editor_. -* Select the desired template attributes by moving through the fields in the -editor. The attributes you've changed will appear in green. If you want to -start this process over, you can click the _Clear_ button in the top right -corner of the screen. -* Type a name for your template into the box labeled _Template_ at the top -of the screen. -* Press the _Save_ button. +Navigate to *Administration ->Local Administration ->Holdings Template Editor*. -== Using a holdings template == +You will be presented with a grid of all templates available to your logged-in user. This grid can display values or counts for all template fields. This grid is filterable and sortable. -Whenever you see the holdings editor, you can use data from your templates. +image::holdings_templates/holdings_template_grid.png[Holdings Template Grid] -* In the _Template_ menu, choose the template you wish to use. -* Click _Apply_. -* Make any other necessary changes. +From this grid, you can create a new holdings template, delete selected holdings template(s), and edit a holdings template; as well as export selected template(s) or import templates from a previously saved file. +NOTE: There is no direct sharing of item templates without database manipulation. Contact your Evergreen administrator if you have questions. + +== Creating a new Holdings Template == + +From the Holdings Template grid, select the *Create Template* button. The template editor will open in a new tab. + +TIP: You may need to configure your browser to allow Evergreen to open new tabs. + +Select the desired template attributes by moving through the fields in the editor. The attributes you’ve changed will appear in green, and a line will appear to the left of the field. Asterisks indicate required fields. If you want to start this process over, you can click the _Clear Changes_ button in the top-right corner of the screen. Scroll down to see all item attributes. + +image::holdings_templates/holdings_template_editor.png[Holdings Template Editor] + +For statistical categories, you will only have access to item statistical categories available at your workstation’s organizational unit. + +Once you have completed your template, enter a name for your template in the dropdown and select _Save as New Template_, then exit the template editor. + +== Editing a Holdings Template == + +From the Holdings Templates grid, select the template(s) you wish to edit. You can double click the template to open the editor; right-click on the template’s row and select _Edit Selected Templates_; use the _Edit Selected_ button at the top of the grid; or navigate to the Actions menu in the upper-right of the grid and select _Edit Selected Templates._ + +Selecting more than one template for editing will open one browser tab per selected template. + +Select the desired template attributes by moving through the fields in the editor. The attributes you’ve changed will appear in green, and a line will appear to the left of the field. Asterisks indicate required fields. The attributes you’ve changed will appear in green, and a line will appear to the left of the field. Asterisks indicate required fields. If you want to start this process over, you can click the _Clear Changes_ button in the top-right corner of the screen which will clear all changes, including the applied template. If you wish to re-load the template, select the _Apply Template_ button. + +Scroll down to see all item attributes. + +If you wish to save your changes as part of the original template, select _Save Template_. + +If you wish to save the edited template as a new template, enter a new template name in the dropdown in the upper right. Select _Save as New Template_. This will save a new template with your changes, and not make changes to the original template. + +== Deleting Holdings Templates == + +From the Holdings Templates grid, select the template(s) you wish to delete. You can use the button at the top of the grid labeled _Delete Selected_; right-click on the template’s row and select _Delete Selected Templates_; or navigate to the Actions menu in the upper-right of the grid and select _Delete Selected Templates._ + +You will get a confirmation dialog asking if you are sure you wish to delete the selected templates. Click _OK_ to proceed with the delete, or _Cancel_ to proceed without deleting. + +== Exporting and Importing Holdings Templates == + +Templates are associated with a login; and will be available to all users of that login. To share templates with other users, you can export one, several, or all templates into a JSON file which can then be imported elsewhere. + +To export templates, navigate to the holdings template grid. This can be accessed via either *Administration -> Local Administration -> Holdings Template Editor*, or from within the Holdings Editor by selecting the *Administration* tab. + +Select one or several templates, and then click the _Export Selected_ button at the top of the grid. The exported templates will be saved to your browser’s default download location. + +To export all templates, click the _Export All_ button at the top of the grid. The exported templates will be saved to your browser’s default download location. + +A set of templates can be imported from a previous export. + +From the holdings template grid, select the _Import_ button at the top of the grid. You will be prompted to select a file from your operating system’s file system. You will get a dialog confirming new templates added or updated from the import. If there are templates in the import with the same name as templates you already have, the imported templates will overwrite the existing templates. + +image::holdings_templates/import_export_buttons.png[Location of buttons for Export Selected, Export All, and Import] + +NOTE: Due to changes in data modeling over the years, very old templates may not be able to be imported into modern versions of Evergreen.Additionally, old templates may be missing data elements used in modern versions of Evergreen. Always check your imported templates for accuracy. + +== Accessing the Template Editor from the Holdings Editor == + +To access the admin template editor from the Holdings Editor, there is a new tab labeled _Administration_ visible in the Holdings Editor. Select this tab to see a grid of all templates available to your login. + +From this grid, you can create, edit, delete, import, or exporttemplates. If you select create or edit tem plate, a new tab or tabs willopen with the template editor. + +image::holdings_templates/holdings_editor_admin.png[Location of Administration tab in the Holdings Editor] + +There are two new library settings associated with using templates in the Holdings Editor interface. By default both are false if unset. + +* Show "Save Template" in Holdings Editor - if set to TRUE, the Save Template action will be available in the Holdings Editor. If you do not want a user to be able to save templates directly from the Holdings +Editor, this should be set to FALSE. + +* Hide the entire template bar in Holdings Editor - if set to TRUE, the entire template actions bar will be hidden from the Holdings Editor. This will prevent users from using templates in the Holdings Editor. + +Assuming the the settings allow full use of templates in the Holdings Editor, a user in this interface will see a bar which includes a dropdown of all available templates, as well as buttons for the following actions: + +* _Apply Template_ will apply the selected template to all items in the edit set. +* _Save Template_ will take any changes made in the Holdings Editor and save them to the selected template. +** If you wish to save the edited template as a new template, enter a new template name in the dropdown in the upper right. Select _Save as New Template_. This will save a new template with your changes, and not make changes to the original template. + +== Using a Holdings Template == + +In the Template bar, select the template you wish to use from the dropdown and then click _Apply Template_. + +Make any other necessary changes to your item(s) and then select either _Apply All & Save_ if you wish to make more changes, or _Apply All, Save & Exit_ if you wish to save and close the Holdings Editor. + +TIP: Applying multiple templates will be additive; for example, if you apply a template with no Fine Level set, and then apply a template with a Fine Level set, the result will be an item(s) with a Fine Level set. Similarly, Item Alerts, Notes, and Tags will be added from each template that you apply. Successive templates with values in the same fields will replace the previous field value; for example, if the first template applies a Shelving Location of DVD and the second template applies a new Shelving Location of Easy Reader, the second template value will override the previously set value. + +In the screenshot below, the _J DVD_ template is applied first and sets values for Shelving Location, Circulating Library, and Circulation Modifier. The second screenshot below shows the same item after the _tags test_ template is applied, which adds values in the Tags and Statistics fields. + +image::holdings_templates/appending_templates_1.png[Appending Holdings Templates - first template] + +image::holdings_templates/appending_templates_2.png[Appending Holdings Templates - second template] \ No newline at end of file diff --git a/docs/modules/cataloging/pages/item_tags_cataloging.adoc b/docs/modules/cataloging/pages/item_tags_cataloging.adoc index 34ad3ac6e8..25a986d37a 100644 --- a/docs/modules/cataloging/pages/item_tags_cataloging.adoc +++ b/docs/modules/cataloging/pages/item_tags_cataloging.adoc @@ -1,89 +1,347 @@ -= Item Tags = += Item Tags, Notes, and Alerts = :toc: indexterm:[copy tags] -Item Tags allow staff to apply custom, pre-defined labels or tags to items. Item tags are visible in the public catalog and are searchable in both the staff client and public catalog based on configuration. This feature was designed to be used for Digital Bookplates to attach donation or memorial information to items, but may be used for broader purposes to tag items. +TODO: words here -Item tags can be created ahead of time in the Administration module (See the Administration section of this documentation for more information.) and then applied to items or they can be created on the fly during the cataloging process. +[[item_tags]] +== Item Tags -== Adding Existing Item Tags to Items == +Item Tags allow staff to apply custom, pre-defined labels or tags to items. -Item Tags can be added to existing items or to new items as they are cataloged. To add an item tag: +Item tags are visible in the public catalog and are searchable in both the staff client and public catalog based on configuration. -. In the _Holdings Editor_, click on *Item Tags*. A dialog box called _Manage Item Tags_ will appear. +This feature was designed to be used for Digital Bookplates to attach donation or memorial information to items, but may be used for broader purposes to tag items. -image::item_tags/item_tag_button.png[Location of Item Tag Button] +Item tags can be created ahead of time in the Administration and then applied to items or they can be created on the fly during the cataloging process. -. Select the *Tag Type* from the drop down menu and start typing in the Tag field to bring up tag suggestions from the existing item tags. Select the tag and click *Add Tag*, then click *OK*. -.. If you are cataloging a new item, make any other changes to the item record. -. Click *Save & Exit*. The item tag will now appear in the catalog. +See the xref:admin:copy_tags_admin.adoc[Item Tags administrative documentation] for more information. -image::item_tags/manage_item_tags.png[Assigning an Item Tag] +=== Adding Existing Item Tags to Items -image::item_tags/copytags7.PNG[Item Tags in the OPAC] +Item Tags can be added to existing items or to new items as they are cataloged. To add an item tag: -== Creating and Applying a Item Tag During Cataloging == +. In the Holdings Editor, select *Edit Item Tags.* This will open a modal named _Managing tags for item_. ++ +image::item_tags_cataloging/managing_tags.png[Item Tags Modal] ++ +. Select the Tag Type from the drop down menu and start typing in the Tag field to bring up tag suggestions from the existing item tags. Select the tag and click _Add Tag_. +.. Your tag will display in the Tags grid below. Columns in this grid include: +... Tag Label and Value - this shows the tag’s label and its text value. +... Type - this shows the tag’s type +... Status - this shows if a tag is newly added. If it is blank, the tag already existed on this item. +... OPAC Visible - this shows whether or not the tag is visible in the public catalog (OPAC) +... Additional columns are available in this grid and can be accessed by clicking the gear icon in the top-right of the grid. +.. Repeat this as needed for other tags. +. If you need to edit or remove a tag that you have added, hover on the tag row to show actions for _Edit Tag_ (which will open the tags administrative interface in a new tab) and _Remove Tag_. ++ TIP: If you need to perform administrative actions on tags, the *Manage Tags* button will also open the tags administrative interface in a new tab. +. Once you have added your tags and done any other tag work, select *Apply Changes*. The modal will close. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. -Item tags can be created in the Holdings Editor on the fly while cataloging or viewing an item: +=== Creating and Applying a Item Tag During Cataloging -. In the _Holdings Editor_, click on *Item Tags*. A dialog box called _Manage Item Tags_ will appear. -. Select the *Tag Type* from the drop down menu and type in the new Tag you want to apply to the item. Click *Add Tag*, then click *OK*. The new tag will be created and attached to the item. It will be owned by the organization unit your workstation is registered to. The tag can be modified under *Admin->Local Administration->Item Tags*. +Item tags can be created in the Holdings Editor on the fly while cataloging or viewing an item: +. In the Holdings Editor, select *Edit Item Tags*. This will open a modal named _Managing tags for Items_. +. Select the Tag Type from the drop down menu and start typing in the Tag field to create your new tag. +. Select _Add Tag_, and then _Create New Tag_. ++ +image::item_tags_cataloging/add_new_tag.png[Creating a new tag] ++ +. Your tag will be displayed in the grid below, and will be saved for future use. The tag will be owned at the Organizational Unit of your workstation. +. Once you have added your tags and done any other tag work, select *Apply Changes*. The modal will close. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. -== Removing Item Tags from Items == +=== Removing Item Tags from Items To remove an item tag from a item: -. In the Holdings Editor, click on *Item Tags*. A dialog box called _Manage Item Tags_ will appear. -. Click *Remove* next to the tag you would like to remove, and click *OK*. -. Click *Save & Exit*. The item tag will now be removed from the catalog. - -image::item_tags/remove_item_tag.png[Removing an Item Tag] - - -== Adding Item Tags to Items in Batch == - -Item tags can be added to multiple items in batch using _Item Buckets_. After adding the items to a Item Bucket: - -. Go to *Cataloging->Item Buckets->Bucket View* and select the bucket from the Buckets drop down menu. -. Select the items to which you want to add the item tag and go to *Actions->Apply Tags* or right-click and select *Apply Tags*. The _Apply Item Tags_ dialog box will appear. -. Select the *Tag Type* and enter the *Tag*. Click *Add Tag*, then click *OK*. The item tag will now be attached to the items. - -image::item_tags/copytags9.PNG[Item Bucket View] - -NOTE: It is not possible to remove tags using the Item Bucket interface. - -== Searching Item Tags == - -Item Tags can be searched in the public catalog if searching has been enabled via Library Settings. Item Tags can be searched in the Basic and Advanced Search interfaces by selecting Digital Bookplate as the search field. Specific item tags can also be searched using a Keyword search and a specific search syntax. - -=== Digital Bookplate Search Field === +. In the Holdings Editor, select *Edit Item Tags*. This will open a modal named _Managing tags for Items_. +. Hover on the tag row to show the _Remove Tag_ option. ++ +image::item_tags_cataloging/remove_tag.png[Removing a tag] ++ +. Once you have removed your tags and done any other tag work, select *Apply Changes*. The modal will close. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. + +=== Adding Item Tags in Batch + +Item tags can be added to multiple items in batch using Item Buckets, Item Status, or via the Holdings Editor. + +To add tags in batch via an item bucket, open a bucket with your desired items in it or create a new bucket with items in it. + +. Navigate to *Cataloging -> Item Buckets -> Bucket View* and select the bucket from the Buckets drop down menu. +. Select the items to which you want to add the item tag and go to *Actions -> Apply Tags* or right-click and select *Apply Tags*. The Apply Item Tags dialog box will appear. +. Select the Tag Type and start typing the name of your tag. The dropdown will show you matching tag values. +. Select _Add Tag_, then _OK_. The item tag will now be attached to the items. + +To add item tags in batch via the Holdings Editor, open a set of items in the Holdings Editor. You can do this from several entry points, including Item Status, item buckets, or from the bibliographic record in the _Holdings View_ tab. + +. At whichever entry point, select your set of items and then click *Actions -> Edit Items*. +.. If you are in the Holdings View tab, you can also select *Actions -> Add / Manage Item Tags*. This will open the tags modal, and you can proceed to step 3. +. In the Holdings Editor, select *Edit Item Tags.* This will open a modal +named _Managing tags in common for <number> item(s)_. +.. *IMPORTANT:* This modal will only show existing tags if they are commonly held among all selected items. ++ +image::item_tags_cataloging/tags_in_batch.png[Tags Modal in batch mode] ++ +. Select the Tag Type from the drop down menu and start typing in the Tag field to bring up tag suggestions from the existing item tags. Select the tag and click _Add Tag_. +.. Your tag will display in the Tags grid below. +.. Repeat this as needed for other tags. +. If you need to edit or remove a tag that you have added, hover on the tag row to show actions for _Edit Tag_ (which will open the tags administrative interface in a new tab) and _Remove Tag_. ++ +TIP: If you need to perform administrative actions on tags, the *Manage Tags* button will also open the tags administrative interface in a new tab. ++ +. Once you have added your tags and done any other tag work, select *Apply Changes*. The modal will close. +.. If you accessed the modal directly from the holdings view tab, this will save your changes. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the items, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits if you are in the Holdings Editor. + +To add tags in batch using the Item Status (List View), scan barcodes or upload a file of barcodes via the interface. + +. Navigate to *Search -> Search for Items by Barcode*. +. Scan barcodes or upload a file of barcodes in the Item Status interface. +. Select the items to which you want to add the item tag and go to *Actions -> Edit Items*. The Holdings Editor will open in a new tab with all of your selected items. +. Follow the instructions above for the Holdings Editor, starting at step 2. + +=== Searching Item Tags === + +Item Tags can be searched as Digital Bookplates in the public catalog if searching has been enabled via the Library Setting _Enable Digital Bookplate Search_. Item Tags can be searched in the Basic and Advanced Search interfaces by selecting Digital Bookplate as the search field. Specific item tags can also be searched using a Keyword search and a specific search syntax. + +==== Digital Bookplate Search Field ==== *Basic Search* -image::item_tags/copytags10.png[Digital Bookplates Search Field Location in Basic Search] +image::item_tags_cataloging/bookplate_basic_search.png[Digital Bookplates Search Field Location in Basic Search] *Advanced Search* -image::item_tags/copytags11.png[Digital Bookplates Search Field Location in Advanced Search] - - -=== Keyword Search === +image::item_tags_cataloging/bookplate_advanced_search.png[Digital Bookplates Search Field Location in Advanced Search] -Item Tags can also be searched by using a Keyword search in the Basic and Advanced search interfaces. Searches need to be constructed using the following syntax: +==== Keyword Search ==== +Item Tags can also be searched by using a Keyword search in the Basic and Advanced search interfaces. Searches need to be constructed using the following syntax: copy_tag(item tag type code, search term) - For example: - copy_tag(bookplate, friends of the library) - It is also possible to conduct a wildcard search across all item tag types: copy_tag(*, smith) +[[item_notes]] +== Item Notes + +Item notes are free text fields that include a note title, note content, +and checkbox to indicate whether a note is public. Public notes are +visible in the OPAC, but not searchable. + +Neither item note titles nor item note contents are controlled, and +there is no administrative interface to control notes. + +Notes can be added or edited from the Holdings Editor, or directly from +the holdings view tab. + +=== Adding Notes to Items + +Item notes can be added to existing items or to new items as they are cataloged. To add an item note: + +. In the Holdings Editor, select *Edit Item Notes*. This will open a modal named _Managing notes for item_. ++ +image::item_tags_cataloging/add_new_note.png[Notes Modal] ++ +.. If you are in the holdings view tab, you can also select *Actions -> Add / Manage Item Notes*. This will open the notes modal, and you can proceed to step 2. +. Enter a title and content for your note. Select the _Public?_ checkbox if you want the note to be visible in the OPAC. +. Select _Add New_. The new note will appear below, under a heading labeled _Pending Item Notes_. +.. Repeat this as needed to add other notes. +.. Notes will remain pending until the item is saved in step #6. +. You can edit or remove notes before saving. Text entries for note title and content can be edited directly in their respective fields, and you can also change the Public checkbox selection. To remove a note, select _Remove_ on the right side of the note’s line. +. Once you have added your notes and done any other notes work, select *Apply Changes*. The modal will close. +.. If you accessed the modal directly from the holdings view tab, this will save your changes. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. + +=== Editing Item Notes + +Note titles and content are free text, and can be edited. + +. In the Holdings Editor, select *Edit Item Notes*. This will open a modal named _Managing notes for item_. +.. If you are in the holdings view tab, you can also select *Actions -> Add / Manage Item Notes*. This will open the notes modal, and you can proceed to step 2. +. Make your desired edits to the note title, content, and public checkbox. +. Once you have finished, select *Apply Changes*. The modal will close. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. + +=== Removing Item Notes from Items + +To remove an item note from a item: + +. In the Holdings Editor, select *Edit Item Notes*. This will open a modal named _Managing notes for item_. +. Select _Remove_ on the right side of the note for the note(s) you want to remove. ++ +image::item_tags_cataloging/remove_note.png[Remove an item note] ++ +.. You can also Undelete a removed note before you close the modal. To do +this, select _Undelete_ on the right side of the appropriate note. +. Once you have finished, select *Apply Changes*. The modal will close. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. + +=== Adding Item Notes in Batch + +Item notes can be added to multiple items in batch via the Holdings Editor, or directly from the Holdings View tab. + +To add item notes in batch via the Holdings Editor, open a set of items in the Holdings Editor. You can do this from several entry points, including item status, item buckets, or from the bibliographic record in the _Holdings View_ tab. + +. At whichever entry point, select your set of items and then click *Actions -> Edit Items*. +.. If you are in the Holdings View tab, you can also select *Actions -> Add / Manage Item Notes*. This will open the tags modal, and you can proceed to step 3. +. In the Holdings Editor, select *Edit Item Notes.* This will open a modal +named _Managing notes in common for <number> item(s)_. +.. *IMPORTANT:* This modal will only show existing note labels that are commonly held among all selected items. Items do note share notes directly. ++ +image::item_tags_cataloging/notes_in_batch.png[Notes Modal in batch mode] ++ +. Enter a title and content for your note. Select the _Public?_ checkbox if you want the note to be visible in the OPAC. +. Select _Add New_. The new note will appear below, under a heading labeled _Pending Item Notes_. +.. Repeat this as needed to add other notes. +.. Notes will remain pending until the item is saved in step #7. +. You can edit or remove notes before saving. Text entries for note title and content can be edited directly in their respective fields, and you can also change the Public checkbox selection. To remove a note, select _Remove_ on the right side of the note’s line. +. Once you have added your notes and done any other notes work, select *Apply Changes*. The modal will close. +.. If you accessed the modal directly from the holdings view tab, this will save your changes. +.. To close without saving, select *Close*. +. Proceed with the rest of your edits to the items, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. + +To add notes in batch using the Item Status (List View) via an item status, scan barcodes or upload a file of barcodes via the interface in the item status interface. + +. Navigate to *Search -> Search for Items by Barcode*. +. Scan barcodes or upload a file of barcodes in the item status interface. +. Select the items to which you want to add the item note and go to *Actions -> Edit Items*. The Holdings Editor will open in a new tab with all of your selected items. +. Follow the instructions above for the Holdings Editor, starting at step 2. + +[[item_alerts]] +== Item Alerts + +The Item Alerts feature allows library staff to add customized alert messages to items. The item alerts will appear when a specific event takes place, such as when the item is checked in, checked out, or renewed. + +Alerts can be temporary or persistent: + +* _Temporary alerts_ will be disabled after the initial alert and acknowledgement from staff. +* _Persistent alerts_ will display each time the alert event takes place. + +Item Alerts can be configured to display at the circulating or owning library only or, alternatively, when the library at which the alert event takes place is not the circulating or owning library. Item Alerts at check in can also be configured to provide options for the next item status that should be applied to an item. Library administrators have the ability to create and customize Item Alert Types and to suppress item alerts at specific org units. See the xref:local_admin:item_alerts_administration.adoc[Item Alerts Administration documentation] for more information. + +=== Adding an Item Alert + +Item Alerts can be added to new items or existing items using the Holdings Editor. They can also be added directly to items through the Check In, Check Out, Renew, Capture Holds, and Item Status screens; or from the bibliographic record in the _Holdings View_ tab. + +To add an Item Alert in the Holdings Editor: + +. At whichever entry point, select your item and then select *Actions -> Edit Items*. +.. If you are in the Holdings View tab, you can also select *Actions -> Add / Manage Item Alerts*. This will open the alerts modal, and you can proceed to step 3. +. Within the Holdings Editor, scroll to the bottom of the screen and select *Edit Item Alerts*. +. This will open a modal labeled “Managing alerts for item <barcode>”. ++ +image::item_tags_cataloging/add_new_alert.png[Alerts Modal] ++ +. Select an _Alert Type_ and enter an additional alert message if needed in the _Alert Note_ field. +.. Select the box next to _Temporary?_ if this alert should not appear after the initial alert is acknowledged. +.. Leaving the _Temporary?_ box unchecked will create a persistent alert that will appear each time the action to trigger the alert occurs, such as check in or check out. +. Select *Apply Changes* to save the new Item Alert. +.. If you accessed the modal directly from the Holdings View tab, Item Status, or Check In / Check Out interfaces, this will save your changes. +.. To close without saving, select *Close*. +. After an Item Alert has been added, selecting the *Edit Item Alerts* button in the Holdings Editor will allow you to add another item alert and to view and/or edit existing item alerts. ++ +image::item_tags_cataloging/existing_item_alerts.png[Existing item alerts] ++ +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. + +To add a Item Alert from the Check In, Check Out, Capture Holds, or +Renewal screens: + +. Navigate to the appropriate screen, for example to *Circulation ->Check In*. +. Scan in the item barcode. +. Select the item row and go to *Actions -> Add Item Alerts* or right click on the item row and select *Add Item Alerts*. +. This will open a new tab with a modal labeled “Managing alerts for item <barcode>”. ++ +image::item_tags_cataloging/add_new_alert.png[Alerts Modal] ++ +. Follow the instructions above, starting with step 4. +. After an Item Alert has been added, selecting the *Manage Item Alerts* action will allow you to add another item alert and to view and/or edit existing item alerts. ++ +image::item_tags_cataloging/existing_item_alerts.png[Existing item alerts] + + +To add a Item Alert from the Item Status list view: + +. From the Item Status list view, scan in the item barcode. +. Select the item row and go to *Actions -> Add Item Alerts* or right click on the item row and select *Add Item Alerts*. +. This will open a new tab with a modal labeled “Managing alerts for item <barcode>”. ++ +image::item_tags_cataloging/add_new_alert.png[Alerts Modal] ++ +. Follow the instructions above, starting on step 4. +. After an Item Alert has been added, selecting the *Manage Item Alerts* action will allow you to add another item alert and to view and/or edit existing item alerts. ++ +image::item_tags_cataloging/existing_item_alerts.png[Existing item alerts] + + +Alternatively, you can add or manage alerts from the detail view in Item Status. + +. Select the _Detail View_ button in the top-right of the Item Status screen. +. In the bottom-left corner of this view are two buttons for *Add* and *Manage* Alerts. ++ +image::item_tags_cataloging/manage_alerts_item_status_detail.png[Location of Add and Manage Alerts in Item Status Detail] ++ +. Select *Add Item Alerts*. +. This will open a new tab with a modal labeled “Managing alerts for item <barcode>”. ++ +image::item_tags_cataloging/add_new_alert.png[Alerts Modal] ++ +. Follow the instructions above, starting on step 4. +. After an Item Alert has been added, selecting the *Manage* button will allow you to add another item alert and to view and/or edit existing item alerts. ++ +image::item_tags_cataloging/existing_item_alerts.png[Existing item alerts] + + +=== Removing an Item Alert + +Navigate to the Manage Item Alerts modal via one of the routes described above. Under _Existing Item Alerts_, select the checkbox next to _Clear?_ for the alert(s) you want to remove. Select *Apply Changes* to save your changes; or select *Close* to close without saving. + +image::item_tags_cataloging/remove_alert.png[Remove an item alert] + +=== Adding and Managing Item Alerts in Batch + +Item alerts can be added to multiple items in batch via the Holdings Editor, directly from the Holdings View tab, from the Item Status interface, or from circulation interfaces such as Check In, Check Out, Capture Holds, and Renew. + +To add item alerts in batch via the Holdings Editor, open a set of items in the Holdings Editor. You can do this from the Item Status interface or from the bibliographic record in the Holdings View tab. + +. At whichever entry point, select your set of items and then click *Actions -> Edit Items*. +.. If you are in the Holdings View tab, you can also select *Actions -> Add / Manage Item Notes*. This will open the tags modal, and you can proceed to step 3. +.. If you are in a circulation interface, or Item Status list view, you can select Actions -> *Add Item Alerts* or *Actions -> Manage Item Alerts*. +This will open the tags modal in a new tab, and you can proceed to step 3. +. In the Holdings Editor, select *Edit Item Alerts.* This will open a modal named _Managing alerts in common for <number> item(s)_. ++ +*IMPORTANT:* This modal will only show existing alert types that are +commonly held among all selected items. Items do note share alerts +directly. ++ +image::item_tags_cataloging/alerts_in_batch.png[Alerts modal in batch mode] ++ +. Select an _Alert Type_ and enter an additional alert message if needed in the _Alert Note_ field. +.. Select the box next to _Temporary?_ if this alert should not appear after the initial alert is acknowledged. +.. Leaving the _Temporary?_ box unchecked will create a persistent alert that will appear each time the action to trigger the alert occurs, such as check in or check out. +. Select *Apply Changes* to save the new Item Alert. +.. If you accessed the modal directly from the holdings view tab, Item Status, or check in / check out interfaces, this will save your changes. +.. To close without saving, select *Close*. +. After an Item Alert has been added, selecting the *Item Alerts* button in the Holdings Editor will allow you to add another item alert and to view and/or edit existing item alerts. ++ +image::item_tags_cataloging/existing_item_alerts.png[Existing item alerts] ++ +. Proceed with the rest of your edits to the item, and then select either *Apply All & Save* or *Apply All, Save & Exit* to finish your edits. \ No newline at end of file diff --git a/docs/modules/cataloging/pages/volcopy_editor.adoc b/docs/modules/cataloging/pages/volcopy_editor.adoc index 6e9e11aa59..c3f9d04523 100644 --- a/docs/modules/cataloging/pages/volcopy_editor.adoc +++ b/docs/modules/cataloging/pages/volcopy_editor.adoc @@ -7,102 +7,128 @@ indexterm:[volumes,editing] indexterm:[holdings editor] [[holdings_editor]] -The Holdings Editor is the tool where you can edit all holdings data. +The Holdings Editor is the tool where you can edit all holdings data, including call number (volume) data as well as item-level data. -== Specific fields == +== Notes on specific fields == === Acquisitions Cost === -indexterm:[acquisitions cost] -This field is populated with the invoiced cost of the originating acquisition. -This field will be empty until its originating acquisition is connected to an -invoice. +This field is populated with the invoiced cost of the originating acquisition. This field will be empty until its originating acquisition is connected to an invoice. === Item Number === -indexterm:[copy number] -indexterm:[item number] -If you have multiple copies of the same item, you may want to -assign them item numbers to help distinguish them. If you do -not include an item number in this field, Evergreen will assign your -item a default item number of 1. +If you have multiple items of the same item, you may want to assign them item numbers to help distinguish them. If you do not include an item number in this field, Evergreen will assign your item a default item +number of 1. + +[[volcopy_item_tags_notes_alerts]] +=== Item Tags, Notes, and Alerts === + +For information on item tags, notes, and alerts, please see the xref:cataloging:item_tags_cataloging.adoc[specific documentation for item tags, notes, and alerts]. == Accessing the Holdings Editor by barcode == -. Click *Search -> Search for Items by Barcode* -. Scan your barcode. -. Right click on the entry in the grid. -. Click *Edit -> Call Numbers and Items* on the actions menu that appears. +Navigate to *Search -> Search for Items by Barcode*. + +Scan your barcode or list of barcodes. + +Right click on the entry in the grid. + +Select *Edit -> Call Numbers and Items* on the actions menu that appears. + +== Accessing the Holdings Editor from a catalog record == + +The bibliographic record detail page displays library holdings, including the call number, shelving location, and item barcode. Within the staff client, the holdings list displays a column next to the item barcode(s) containing two links, *View* and *Edit*. + +Selecting the *View* link opens the Item Status screen for that specific item. + +Clicking on the *Edit* link opens the Holdings Editor screen for that specific item. + +The Edit link will only be exposed next to items when the user has the UPDATE_COPY permission at the item owning library. + +== Editing attributes in the Holdings Editor == + +image::volcopy_editor/holdings_editor.png[Holdings Editor] + +The Holdings Editor is where you can create or edit one or several items and call numbers. Call numbers are owned by an Organizational Unit, and items are individual items associated with a call number and Organizational Unit. + +To change an item attribute, click on the attribute. Depending on the attribute, you will have a dropdown (which allows typeaheads), a numeric area, a text area, or a modal. Once you have made your edits to the field, click _Apply_. The styling of the field will change to show that edits are pending. Once you have finished making edits, select either _Apply All & Save_ if you wish to make more changes, or _Apply All, Save & Exit_ if you wish to save and close the Holdings Editor. + +image::volcopy_editor/holdings_editor_post_edit.png[Styling changes following edits} -== Accessing the holdings editor from a catalog record == +If you are editing a batch of items, the Holdings Editor will show all values of your currently selected items, including counts of which items have which attribute level. Any changes you make will be to all item attributes. -The bibliographic record detail page displays library holdings, including the call number, shelving location, and item barcode. Within the -staff client, the holdings list displays a column next to the item barcode(s) containing two links, *view* and *edit*. +NOTE: Certain statuses, such as Checked Out, In Transit, etc. are considered “magical” statuses and cannot be edited from the Holdings Editor. If your batch contains item(s) with these statuses, you will not be able to update any item statuses in the batch. -image::volcopy_editor/copy_edit_link_1.jpg[Copy Edit Link] +image::volcopy_editor/holdings_editor_batch_mode.png[Holdings editor in batch mode] -Clicking on the *view* link opens the *Item Status* screen for that specific item. +As above, to change an item attribute, click on the attribute. Depending on the attribute, you will have a dropdown (which allows typeaheads), a numeric area, a text area, or a modal. Once you have made your edits to the field, click Apply. The styling of the field will change to show that edits are pending. Once you have finished making edits, select either Apply All & Save if you wish to make more changes, or Apply All, Save & Exit if you wish to save and close the Holdings Editor. -Clicking on the *edit* link opens the *Holdings Editor* screen for that specific item. +Since you are working in multiple items, you can choose whether to edit some or all items' values. To do this, select an element (in the example below, "Shelving Location") and select the values you wish to change using the checkboxes (in the example below, I unchecked "Display" because I don't want to edit that value). Then enter the new value you wish to apply to the selected items (I chose the new shelving location "New Arrivals"). The result of this workflow is that the Display item will remain in Display, and the two items that were in Audio/Video will be moved to New Arrivals. -The *edit* link will only be exposed next to copies when the user has the *UPDATE_COPY* permission at the copy owning or circulating library. +image::volcopy_editor/selective_edit.png[Editing in batch] -== Holdings Details Defaults == +NOTE: If you do not have permissions to edit an item or items in your set, you will see a warning dialog that informs you of this when you open the editor. You will be given the option to only show items which you can edit, to show all items in read-only mode, or to enter higher credentials via Change Operator. You can also exit the editor to select a different set of items. -Select the checkboxes or use the drop down menus to set the settings you'd like. +image::volcopy_editor/mixed_permissions_warning.png[Holdings Editor permissions warning] -image::volcopy_editor/holdings-editor-defaults-2.png["Holdings Details Defaults settings screen with various options like Always display Holdings Details pane, Classification Scheme, Default Prefix, and more."] +To see how to use templates in the Holdings Editor, please see the xref:cataloging:holdings_templates.adoc[Holdings Templates documentation]. -The following settings can be set for the Holdings Details: +== Holdings Editor Preferences == +Several groups of settings are available from the *Preferences* tab of the Holdings Editor. These are all saved as server workstation settings. Changes are applied automatically. -[options="header"] +=== Holdings Display Preferences === + +There are several display preferences available. + +[width="100%",cols="26%,74%",options="header",] |=== -| Setting | Description -| Always display Holdings Details pane | When selected the Holdings Detail section will show -when *Add/Edit Items* is selected from the *Actions* menu. -| Allow Call Number Attribues in Item Templates | When selected Classification scheme, Prefix, and Suffix -are available options that can be included in Item Templates. -| Classification Scheme | By default Evergreen will use the classification scheme specified by the library settings -_Default Classification Scheme_. Using this setting you can specify Generic, Dewey, Library of Congress. -| Default Prefix | If your library uses Prefixes select the one you'd like used as a default. -| Default Suffix | If your library uses Suffixes select the one you'd like used as a default. -| Auto-generate Barcodes | -| Use checkdigit | When checked if a non-codabar barcode is entered the outline of the Barcode field turns red. -| Print Item Labels on Save & Exit | When checked the Print Items Labels interface will open when you -click Save & Close. This setting is not recommend for libraries printing label sheets. +|*Display Preference* |*Description* +|Hide Call Number Classification Column | Select this to hide the call number classification column in the call number editor. + +|Hide Call Number Prefix Column | Select this to hide the call number prefix column in the call number editor. It will also hide the call number prefix field from the Item Attributes Editor. + +|Hide Call Number Suffix Column | Select this to hide the call number suffix column in the call number editor. It will also hide the call number suffix field from the Item Attributes Editor. + +|Hide Generate Barcodes | Select this to hide the Generate Barcodes button at the bottom of the Item Attributes Editor. + +If _Generate Barcodes_ is selected in the Item Attributes Editor, barcodes will be automatically generated according to settings established by your Evergreen administrator. + +|Hide Use Checkdigit | Select this to hide the Use Checkdigit option at the bottom of the Item Attributes Editor. + +If _Use Checkdigit_ is selected in the Item Attributes Editor, a non-Codabar barcode will turn outline of the barcode field red. + +|Hide Item Part | Select this to hide the part column in the call number editor. + +|Unified Holdings and Item Attributes Display |Select this to show the call number editor and item attributes editor in one unified display. |=== -== Hiding Fields in the Holdings Editor == +=== Holdings Creation Defaults === +There are three options for Holdings creation in this section. + +[width="100%",cols="26%,74%"] +|=== +|Classification Scheme | By default Evergreen will use the classification scheme specified by the library setting _Default Classification Scheme_. -A user may hide specific fields in the holdings editor if these fields are not used for cataloging in their organization. Hiding fields that are not used by your organization helps to reduce confusion among staff and also declutters the holdings editor screen. +The holdings creation default lets you specify Generic, Dewey, Library of Congress which will override the library setting. + +|Default Prefix | If your library uses Prefixes select the one you’d like used as a default. All new holdings will be populated with this prefix. + +|Default Suffix | If your library uses Suffixes select the one you’d like used as a default. All new holdings will be populated with this suffix. +|=== -To hide one or more fields from the holdings editor: +=== Item Attributes Settings === -. Retrieve the record. -+ -[NOTE] -=================================================================================== -You can retrieve records in many ways, including: +There are three Item Attributes Settings in this section. -* If you know its database ID, enter it into Cataloging > Retrieve Bib Record by ID. +* _Change Circ Lib When Owning Lib Changes_ - selecting this checkbox will automatically update the Circulation Library field if the Owning Library field is changed. +* _Default Stat Cat Library Filter_ - selecting an Organizational Unit from the dropdown will default the displayed Item Statistical Categories to those owned by the selected Organizational Unit or its ancestors. +* _Default Item Alert Type_ - selecting an Item Alert Type from the dropdown will default any newly added item alerts to the selected type. -* If you know its control number, enter it into Cataloging > Retrieve Bib Record by TCN. +=== Hide Item Attributes === -* Searching in the catalog. +Selecting the checkbox next to each item attribute will hide it from all invocations of the Holdings Editor at your workstation. -* Clicking on a link from the Acquisitions or Serials modules. -=================================================================================== -+ -. Select the *Add Holdings* button. The *Holdings Editor* will display. +image:volcopy_editor/hide_item_attributes.png[Hide Item Attributes] -. In the Holdings Editor, select the *Defaults* tab. -+ -image::volcopy_editor/Holdings_Editor_Defaults_Tab.png[Holdings editor defaults tab] -+ -. On the Defaults tab, uncheck the boxes for the field(s) that you wish to hide. It is not necessary to save this screen; changes are saved automatically. -+ -image::volcopy_editor/Holdings_Editor_Hide_Display_Defaults.png[Holdings editor display defaults with deselected fields] -+ -. Select the *Edit* tab; the de-selected fields no longer appear on the holdings editor. diff --git a/docs/modules/circulation/assets/images/circulating_items_web_client/checkin_alert_next_status.png b/docs/modules/circulation/assets/images/circulating_items_web_client/checkin_alert_next_status.png new file mode 100644 index 0000000000..7e2bfbece2 Binary files /dev/null and b/docs/modules/circulation/assets/images/circulating_items_web_client/checkin_alert_next_status.png differ diff --git a/docs/modules/circulation/pages/circulating_items_web_client.adoc b/docs/modules/circulation/pages/circulating_items_web_client.adoc index b5fcf8ca76..8de26b1bb0 100644 --- a/docs/modules/circulation/pages/circulating_items_web_client.adoc +++ b/docs/modules/circulation/pages/circulating_items_web_client.adoc @@ -196,6 +196,17 @@ These options may be selected simultaneously. The selected option is displayed i image::circulating_items_web_client/checkinmodifiers-with-inventory2.png[Web client check-in modifiers] =================================================== + +=== Item Alerts at Checkin + +Item Alerts will appear if an action required to trigger the alert occurs. For example, a Normal Checkin Alert will appear when the item is checked in. + +If Next Status options have been configured for the Checkin Alert, staff will see a drop down menu that allows then to select the next Status for the item. The example below is for an item that had been marked missing, and shows the option to send the item to Cataloging if needed. + +image::circulating_items_web_client/checkin_alert_next_status.png[Item checkin alert for a previously missing item showing the next statuses available] + +For more information, see the xref:cataloging:item_tags_cataloging.adoc#item_alerts[item alerts documentation]. + == Renewal and Editing the Item's Due Date == @@ -851,25 +862,7 @@ Depending on the library's policy, when marking an item damaged, bills (cost and === Item alerts === -The *Edit Item* function on the *Actions* dropdown list allows you to edit item records. Here, we will show you how to insert item alert messages by this function. See cataloging instructions for more information on item editing. - -1) Retrieve record on *Item Status* screen. - -2) Once item is displayed, highlight it and select *Actions* -> *Edit* -> *Item*. - -3) The item record is displayed in the *Holdings Editor*. - -4) Click the *Item Alerts* button in the *Add Item Alerts* box under the *Miscellaneous* column. - -image::circulating_items_web_client/holdings_editor_add_item_alert.png[Item Alerts button in the Holdings Editor.] - -5) A window appears, where you can select the alert type, i.e., when the alert should appear for staff. Select the *Temporary* checkbox if you would like the alert to be removed after that specific action for the item is complete. Type in the message then click *Apply Changes*. - -image::circulating_items_web_client/item_alert_window.png[Managing item alerts window with examples of alert types shown in dropdown.] - -6) Back in the Holdings Editor, click *Apply All & Save* or *Apply, Save & Exit*. - -image::circulating_items_web_client/holdings_editor_save_options.png[Item Alerts button in the Holdings Editor.] +The *Edit Item* function on the *Actions* dropdown list allows you to edit item records. See xref:cataloging:volcopy_editor.adoc[cataloging instructions] for more information on item editing, and xref:cataloging:item_tags_cataloging.adoc[item tags, notes, and alerts documentation] for managing tags, notes, and alerts. == Long Overdue Items == diff --git a/docs/modules/local_admin/nav.adoc b/docs/modules/local_admin/nav.adoc index 414cce2c8d..3a93b2c4c1 100644 --- a/docs/modules/local_admin/nav.adoc +++ b/docs/modules/local_admin/nav.adoc @@ -6,6 +6,7 @@ ** xref:local_admin:group_penalty_thresholds.adoc[Group Penalty Thresholds] ** xref:admin:hold_driven_recalls.adoc[Hold-driven recalls] ** xref:admin:hold_groups_admin.adoc[Hold Groups Administration] +** xref:local_admin:item_alerts_administration.adoc[Item Alerts Administration] ** xref:local_admin:multiple_holds_admin.adoc[Placing Multiple Holds] ** xref:admin:actiontriggers.adoc[Notifications / Action Triggers] ** xref:local_admin:openathens.adoc[OpenAthens] diff --git a/docs/modules/local_admin/pages/item_alerts_administration.adoc b/docs/modules/local_admin/pages/item_alerts_administration.adoc new file mode 100644 index 0000000000..fdea24807e --- /dev/null +++ b/docs/modules/local_admin/pages/item_alerts_administration.adoc @@ -0,0 +1,72 @@ += Item Alerts Administration = +:toc: + +== Item Alert Types == + +Item Alert Types are created and managed in *Administration -> Local Administration -> Item Alert Types*. Item Alert Types define the action and behavior of an alert message type. The Alert Types included in a stock installation of Evergreen are: + +* Normal checkout +* Normal checkin +* Normal renewal +* Checkin of missing copy +* Checkin of lost-and-paid copy +* Checkin of damaged copy +* Checkin of claims-returned copy +* Checkin of long overdue copy +* Checkin of claims-never-checked-out copy +* Checkin of lost copy +* Checkout of missing copy +* Checkout of lost-and-paid copy +* Checkout of damaged copy +* Checkout of claims-returned copy +* Checkout of long overdue copy +* Checkout of claims-never-checked-out copy +* Checkout of lost copy +* Normal checkout at circ lib +* Normal checkin at circ lib +* Normal renewal at circ lib +* Normal checkout at owning lib +* Normal checkin at owning lib +* Normal renewal at owning lib + +To create a new Item Alert Type: + +. Navigate to *Administration -> Local Administration -> Item Alert Types*. +. Select *Create* at the top-left of the screen and fill out the following fields as needed +.. _Name_: name of the Item Alert Type. +.. _Active_: indicates if the alert type is currently in use (Yes) or not (No) +.. _State_: indicates the Copy Status of the item at the time of the event. +.. _Event_: the action that takes place in the ILS to trigger the alert. +.. _Scope Org Unit_: indicates which org unit(s) the alert type will apply to. +.. _Next Status_: can be used with temporary Checkin Alerts only. If a nextstatus is configured, staff will be presented with a list of statuses to choose from when the item is checked in. +.. _Renewing?_: indicates if the alert should appear during a renewal. +.. _Invert location?_: if set to yes, this setting will invert the following two settings. ++ +NOTE: For example, if an alert is set to appear at the Circulating Library only, inverting the location will cause the alert to appear at all libraries except the Circulating Library. ++ +.. _At Circulation Library?_: indicates if the alert should appear at the circulation library only. +.. _At Owning Library?_: indicates if the alert should appear at the owning library only. +. Click *Save*. + +To edit an existing Item Alert Type: + +. Navigate to *Administration -> Local Administration -> Item Alert Types*. +. Double click on the type, or right-click and select *Edit*, or single click and select *Actions -> Edit*. +. Make your desired changes to the existing item alert configuration and +click *Save*. + +== Item Alert Suppression == + +The Item Alert Suppression interface can be used to suppress alert types +at a specific org unit. Suppression of alerts will adhere to the +organization unit hierarchy. For example, if an alert is suppressed at +the System level, it will be suppressed for all descendent branches. + +To suppress an alert type: + +. Navigate to *Administration -> Local Administration -> Item Alert Suppression*. +. Select *New Item Alert Suppression* and select the Alert Type that you want to suppress from the drop down menu. +. Next, select the Organizational Unit at which the alert should be suppressed. +. Click Save. + +NOTE: Suppression will not prevent staff members from adding an alert type to an item, but it will prevent that alert from displaying at the selected Organizational Unit. \ No newline at end of file ----------------------------------------------------------------------- Summary of changes: docs/modules - Shortcut.lnk | Bin 1274 -> 0 bytes .../holdings_templates/appending_templates_1.png | Bin 0 -> 53230 bytes .../holdings_templates/appending_templates_2.png | Bin 0 -> 54398 bytes .../holdings_templates/holdings_editor_admin.png | Bin 0 -> 34201 bytes .../holdings_template_editor.png | Bin 0 -> 68563 bytes .../holdings_templates/holdings_template_grid.png | Bin 0 -> 38901 bytes .../holdings_templates/import_export_buttons.png | Bin 0 -> 46626 bytes .../images/item_tags_cataloging/add_new_alert.png | Bin 0 -> 31320 bytes .../images/item_tags_cataloging/add_new_note.png | Bin 0 -> 30038 bytes .../images/item_tags_cataloging/add_new_tag.png | Bin 0 -> 34653 bytes .../item_tags_cataloging/alerts_in_batch.png | Bin 0 -> 33888 bytes .../bookplate_advanced_search.png | Bin 0 -> 32702 bytes .../bookplate_basic_search.png | Bin 0 -> 43741 bytes .../item_tags_cataloging/existing_item_alerts.png | Bin 0 -> 32018 bytes .../manage_alerts_item_status_detail.png | Bin 0 -> 45201 bytes .../images/item_tags_cataloging/managing_tags.png | Bin 0 -> 32147 bytes .../images/item_tags_cataloging/notes_in_batch.png | Bin 0 -> 32841 bytes .../images/item_tags_cataloging/remove_alert.png | Bin 0 -> 28000 bytes .../images/item_tags_cataloging/remove_note.png | Bin 0 -> 28828 bytes .../images/item_tags_cataloging/remove_tag.png | Bin 0 -> 42654 bytes .../images/item_tags_cataloging/tags_in_batch.png | Bin 0 -> 37893 bytes .../images/volcopy_editor/hide_item_attributes.png | Bin 0 -> 47950 bytes .../images/volcopy_editor/holdings_editor.png | Bin 0 -> 69967 bytes .../volcopy_editor/holdings_editor_batch_mode.png | Bin 0 -> 74037 bytes .../volcopy_editor/holdings_editor_post_edit.png | Bin 0 -> 64829 bytes .../volcopy_editor/mixed_permissions_warning.png | Bin 0 -> 13096 bytes .../images/volcopy_editor/selective_edit.png | Bin 0 -> 23876 bytes docs/modules/cataloging/nav.adoc | 31 +- .../cataloging/pages/holdings_templates.adoc | 114 +++++-- .../cataloging/pages/item_tags_cataloging.adoc | 358 ++++++++++++++++++--- docs/modules/cataloging/pages/volcopy_editor.adoc | 156 +++++---- .../checkin_alert_next_status.png | Bin 0 -> 25292 bytes .../pages/circulating_items_web_client.adoc | 31 +- docs/modules/local_admin/nav.adoc | 1 + .../pages/item_alerts_administration.adoc | 72 +++++ 35 files changed, 596 insertions(+), 167 deletions(-) delete mode 100644 docs/modules - 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