Web Staff Client Workflow and Label Changes
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The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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.
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.
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.
evergreen-docs/web_staff_client_workflow_and_label_changes.txt · Last modified: 2015/02/05 09:42 by akilsdonk