evergreen-docs:web_staff_client_workflow_and_label_changes
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| evergreen-docs:web_staff_client_workflow_and_label_changes [2014/12/02 09:12] – rjs7 | evergreen-docs:web_staff_client_workflow_and_label_changes [2015/02/05 09:42] – akilsdonk | ||
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| * Add a status: ''< | * Add a status: ''< | ||
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| ===== 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| * The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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 | * The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1