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evergreen-docs:web_staff_client_workflow_and_label_changes

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  • The horizontal and vertical patron summary display option in the desktop staff client has been replaced by a vertical patron summary display in the web-based staff client.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

evergreen-docs/web_staff_client_workflow_and_label_changes.txt · Last modified: 2022/02/10 13:34 (external edit)

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