====== Web Staff Client Workflow and Label Changes ====== ===== Sprint 1 ===== ==== Patrons ==== * 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 web-based staff client, this field is labeled **username**. In addition, the Circulation menu offers a way to **Retrieve patron by barcode**. * The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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 ==== * 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 web-based staff client, this information is located in an item’s circulation history and can be retrieved by clicking **Search -> Search for Copies by Barcode -> Detail View -> Circ History List**. * The XUL staff client includes an **Edit** menu that enables you to copy and edit record buckets and replace barcodes. In the web-based staff client, you can use the Cataloging menu to access record buckets and the Circulation menu to 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 ==== * 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. This menu item has been deleted from the Circulation menu in the web-based staff client. Use the patron’s account or search the catalog to place a hold. ===== Sprint 2 =====