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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 09:13]
rjs7
evergreen-docs:web_staff_client_workflow_and_label_changes [2015/02/05 09:42] (current)
akilsdonk
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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 web-based staff client, this field is labeled **username**.+  * 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   * The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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.   * The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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 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**.   * 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 ==== ==== 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. ​ 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 ===== ===== Sprint 2 =====
evergreen-docs/web_staff_client_workflow_and_label_changes.txt · Last modified: 2015/02/05 09:42 by akilsdonk

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