[Koha-docs] Rotating Collections documentation for 3.18.0 (patch 1 of 2)
Cindy Murdock Ames
cmurdock at ccfls.org
Thu Nov 6 22:33:48 CET 2014
>From 2eb634cb0de25d63ae4f2b25ba9e6cb4b540435b Mon Sep 17 00:00:00 2001
From: Cindy Murdock Ames <cmurdock at ccfls.org>
Date: Thu, 6 Nov 2014 16:23:48 -0500
Subject: [PATCH 1/2] Rotating Collections documentation for 3.18.0
---
en/manual.xml | 88
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++-
1 file changed, 87 insertions(+), 1 deletion(-)
diff --git a/en/manual.xml b/en/manual.xml
index 3802642..7cf338e 100644
--- a/en/manual.xml
+++ b/en/manual.xml
@@ -1,4 +1,4 @@
-<?xml version="1.0" encoding="UTF-8"?>
+<?xml version="1.0" encoding="UTF-8"?>
<!-- This document is maintained with oXygen. -->
<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN" "
http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd">
<book>
@@ -20550,6 +20550,92 @@ location: [STAFF, ISO]</programlisting>Will block
items with an itype code of
</section>
</section>
+ <section id="rotatingcollections">
+ <title>Rotating Collections</title>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis>Get there:</emphasis> More > Tools > Catalog
> Rotating Collections</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>Rotating Collections is a tool for managing collections of
materials that frequently get shifted from library to library.
+ It adds the ability to store not only an item's home library and
current location but also information about where it is supposed
+ to be transferred to next to ensure that all items in the collection
are sent to the correct library. When an item in a rotating
+ collection is checked in, library staff is notified that the item is
part of a rotating collection and which branch it should be
+ sent to if it is not at the correct one.</para>
+
+ <important>
+ <para>The "AutomaticItemReturn" system preference must be set to
"Don't automatically transfer items to their home library when they are
returned"
+ for Rotating Collections to function properly.</para>
+ </important>
+
+ <itemizedlist>
+ <listitem>
+ <para>To create a new rotating collection, click the "New Collection"
button, fill in the Title and Description, and click Submit.
+ Once submitted you'll see "Collection Name added successfully"; click
"Return to rotating collections home" to return to the main
+ Rotating Collections management page (or click Rotating Collections in
the sidebar).</para>
+ </listitem>
+
+ <listitem>
+ <para>To add items to a collection, click "Add or remove items" next
to the collection's name in the list of collections.
+ Under "Add or remove items" scan or type in the barcode of the item
you wish to add to the collection, and hit Enter or click
+ Submit if necessary.</para>
+ </listitem>
+
+ <listitem>
+ <para>To remove an item from a collection, either click Remove next to
the item's barcode in the list of items within the collection
+ or check the "Remove item from collection" box next to the Barcode
text box under "Add or remove items, and scan or type in the barcode,
+ clicking Submit or hitting Enter if necessary. Note: The "Remove
item from collection" checkbox will remain checked as long as you are on
+ the "Add or remove items" page, unless you uncheck it, to facilitate
quickly removing a number of items at a time by scanning their barcodes.
</para>
+ </listitem>
+ </itemizedlist>
+
+ <section id="transferrotatingcollection">
+ <title>Transfer a Rotating Collection</title>
+
+ <para>Transferring a collection will:</para>
+ <itemizedlist>
+ <listitem>
+ <para>Change the current location of the items in that
collection to the library it is to be transferred to</para>
+ </listitem>
+ <listitem>
+ <para>Initiate a transfer from its original current
location/holding library to the current location/holding library it is to
be rotated to.
+ When a library receives a collection they will need to check in
the items to complete the transfer.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>You can transfer a collection in one of two ways:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>From the main Rotating Collections page, click on Transfer
next to the title of the collection you wish to transfer; choose
+ the library you wish to transfer the collection to and click
"Transfer collection".</para>
+ </listitem>
+ <listitem>
+ <para>Or, from the "add or remove items" page for a collection,
you can click the Transfer button, choose the library you wish to
+ transfer the collection to and click "Transfer
Collection".</para>
+ </listitem>
+ </itemizedlist>
+
+ <important>
+ <para>In order to complete the transfer process, the library receiving
the rotating collection should check in all items from the collection
+ as they receive them. This will clear the transfer so that the items
are no longer shown as being "in transit".</para>
+ </important>
+
+ <para>If an item in a rotating collection is checked in at a library
other than the one it is supposed to be transferred to, a notification
+ will appear notifying library staff that the item is part of a
rotating collection, also letting them know where the item needs to be
sent.</para>
+
+ <screenshot>
+ <screeninfo>Rotating Collection Item Notification</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata
fileref="images/tools/rotatingcollections/rotatingcollectionnotice.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </section>
+</section>
+
<section id="catalogtools">
<title>Catalog</title>
--
1.9.1
-----------------------------------------------------------
Cindy Murdock Ames
IT Services Director
Meadville Public Library | CCFLS
http://meadvillelibrary.org | http://ccfls.org
Please report tech support issues in Mantis:
http://tracker.ccfls.org/mantis
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