evergreen-docs:web_staff_client_workflow_and_label_changes
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evergreen-docs:web_staff_client_workflow_and_label_changes [2014/10/07 13:36] – created akilsdonk | evergreen-docs:web_staff_client_workflow_and_label_changes [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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====== Web Staff Client Workflow and Label Changes ====== | ====== Web Staff Client Workflow and Label Changes ====== | ||
+ | < | ||
Copy the HTML code below to update the status of an item: | Copy the HTML code below to update the status of an item: | ||
* Assign yourself: ''< | * Assign yourself: ''< | ||
* Add a status: ''< | * Add a status: ''< | ||
+ | < | ||
===== Sprint 1 ===== | ===== Sprint 1 ===== | ||
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* In the dekstop staff client, **Search for patron by barcode** and **Retrieve patron by Database ID** are discrete items in the **Search** menu. In the web-based staff client, all patron search methods are accessible by clicking **Search -> Search for patrons**, and expanding the search options by clicking the drop down arrow. | * In the dekstop staff client, **Search for patron by barcode** and **Retrieve patron by Database ID** are discrete items in the **Search** menu. In the web-based staff client, all patron search methods are accessible by clicking **Search -> Search for patrons**, and expanding the search options by clicking the drop down arrow. | ||
- | * In the desktop staff client, you can search for patrons using a variety of criteria, including **opac login**. | + | * In the desktop staff client, you can search for patrons using a variety of criteria, including **opac login**. |
* The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client. You can hide the patron summary so that you can view more fully the selected patron’s account. | * The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client. You can hide the patron summary so that you can view more fully the selected patron’s account. | ||
==== Items ==== | ==== Items ==== | ||
* In the desktop staff client, you can retrieve recent circulations on an item by retrieving an item’s status and clicking **Show Last Few Circulations**. | * In the desktop staff client, you can retrieve recent circulations on an item by retrieving an item’s status and clicking **Show Last Few Circulations**. | ||
+ | * The XUL staff client includes an **Edit** menu that enables you to copy and edit record buckets and replace barcodes. | ||
+ | * In the XUL staff client, you can click Circulation -> Show Item Status by Barcode to access the Item Status page. In the web-based staff client, click Search -> Search for Copies by Barcode to access an item’s status. | ||
==== Holds ==== | ==== Holds ==== | ||
* In the desktop staff client, **Browse Holds Shelf** and **Clear Holds Shelf** are discrete items in the **Circulation** menu. In the web-based staff client, both of these functions can be accessed by clicking **Circulation -> Holds Shelf**. | * In the desktop staff client, **Browse Holds Shelf** and **Clear Holds Shelf** are discrete items in the **Circulation** menu. In the web-based staff client, both of these functions can be accessed by clicking **Circulation -> Holds Shelf**. | ||
+ | * In the XUL staff client, Circulation -> Place Hold takes you to the catalog search page to begin the holds process. | ||
===== Sprint 2 ===== | ===== Sprint 2 ===== |
evergreen-docs/web_staff_client_workflow_and_label_changes.1412703384.txt.gz · Last modified: 2022/02/10 13:34 (external edit)