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--- pergamonmu:circulations:circulations [2017/08/07 12:19]
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+++ pergamonmu:circulations:circulations [2017/08/07 17:54] (current)
admin
@@ Line 1: / Line 1: @@
-====== General Layout ======
+====== Circulations ======
-The Circulations dialog has undergone years of design in order to ensure that as much functionality as possible is presented on a dialog that appears to be deceptively simple.
+Tell me about:
+  * [[pergamonmu:circulations:general layout|General Layout]]
+  * [[pergamonmu:circulations:what is a circulation|What is a circulation?]]
+  * [[pergamonmu:circulations:what is a reservation|What is a reservation?]]
+  * [[pergamonmu:circulations:what is a booking|What is an advanced booking?]]
+  * [[pergamonmu:circulations:limitations and restrictions|Limitations and Restrictions]]
+  * [[pergamonmu:circulations:Hyperlink actions|Hyperlink Actions]]
+  * [[pergamonmu:circulations:persistent menu options|Persistent Menu Options]]
+  * [[pergamonmu:circulations:manager vs opal|Managerial vs. OPAC Circulations]]
+  * [[pergamonmu:circulations:basic configuration|Basic circulations configuration]]
-The dialog is divided into three main areas. The strip along the base of the dialog provides a tabbed panel providing configuration options for the three major functions of the Circulations package - circulations, reservations, and advanced bookings.
+How to:
-The two remaining areas comprise in turn, the top left and top right hand sides of the dialog. The left hand side provides a method of searching for and displaying an %AGENT%, while the right provides the same functionality for an %ITEM%. Only once both a valid %AGENT% and a valid %ITEM% are successfully displayed on the screen, a function can be correctly executed.
+  * [[pergamonmu:circulations:how:display reader record|Display a reader record]]
+  * [[pergamonmu:circulations:how:display item record|Display an item record]]
+  * [[pergamonmu:circulations:how:circulating an item|Circulate an item]]
+  * [[pergamonmu:circulations:how:recirculating an item|Re-circulate an item]]
+  * [[pergamonmu:circulations:how:return an item|Return an item]]
+  * [[pergamonmu:circulations:how:reserve an item|Reserve an item]]
+  * [[pergamonmu:circulations:how:removing a reservation|Remove a reservation]]
+  * [[pergamonmu:circulations:how:booking an item|Book an Item]]
+  * [[pergamonmu:circulations:how:removing a booking|Remove a booking]]
-All three principle areas of the circulations dialog can be resized or even hidden entirely using the slider bars provided.
+----
+{{:logo.png?nolink |}}\\
-The command buttons vary in caption depending upon which tabbed panel is currently selected.
+[[:start|Pergamon Wiki Home]]
-====== What is a Circulation? ======
-A circulation is the library management term for the loan of an %ITEM% to an %AGENT%, with a set, calculated due date upon which it must be returned.
-Circulations are recorded so that at any time it is possible to determine who is in possession of all %ITEMS% recorded in the database.
-A number of factors determine the calculation of the due date, including factors determined by the type of %AGENT%, type of %ITEM%, and other factors determined by the environment and/or current time.
-====== What is a Reservation? ======
-A reservation is a claim on an %ITEM% for circulation as soon as it becomes available. Typically reservations are not required unless the %ITEM% is already in circulation to another %AGENT%.
-Reservations are typified by a first-come, first-served policy unless a specific priority has been included in the reservation. The placement of a reservation will normally prevent circulation of the %ITEM% to another %AGENT% while the reservation for another is in place.
-Reservations can be initially placed by laying claim to a specific %ITEM% (by recording the UID), any copy of an %ITEM% (by recording the serial number), or any %ITEM% with the required title. Once a matching %ITEM% has been identified and has been returned to the library, the reservation is forcibly switched to an explicit %ITEM% reservation so as to prevent influencing other circulations that may be required.
-====== What is an advanced booking? ======
-An advanced booking is similar in nature to a reservation in that it is used by an %AGENT% to lay a prior claim to an %ITEM%. In this case however, an advanced booking is an explicit claim on an %ITEM% at a specific date and time, and for a known duration.
-Advanced bookings override reservations and circulations. Advanced bookings are often used in order to ensure that %ITEMS% are available for use at a specific date and time in order to coincide with other events that require the presence of the %ITEM%.
-====== Limitations and Restrictions ======
-A number of limitations and restrictions may be put into place by the system in order to determine the duration permitted in a circulation. In nearly all cases, limitations and restrictions may be overriden by the user however it is advised the calculated durations be observed as much as possible in order to retain consistency.
-===== Limitations =====
-==== Base date ====
-The base date is calculated as the current date, upon which the circulation is taking place.
-==== Circulation profile duration ====
-A base duration is added to the base date based upon the circulation profile assigned to the %AGENT%.
-==== Circulation Profile Media override ====
-The circulation profile media override is added to the base duration if one has been set within the circulation profile. The override is not additive to the base duration, but instead replaces it.
-==== %ITEM% Media Override ====
-The %ITEM% media override is added to the base duration if one has been set, and it has been permitted to override information provided by the circulation profile.
-==== Closures ====
-A first stage incorporation of closure dates is added as a limitation. If the calculated due date after the inclusion of limitations falls on a closure date, the duration is increased until it falls on a date when the library is open.
-==== Booking date ====
-The calculated date is limited by the first date upon which the %ITEM% is booked for an advanced booking. If the next booked date is the same as the base date however, and the %AGENT% for which the booking has been made is the same as the %AGENT% subject to the circulation, the circulation is deemed to be an execution of the booking and an offer is made to remove the booking.
-==== %AGENT% expiry date ====
-A limitation is placed on the calculated due date is the membership of the %AGENT% is due to expire. Typically, the due date is calculated to be the day before the expiry.
-==== %ITEM% expiry date ====
-A limitation is placed on the calculated due date is the available date range of the %ITEM% is due to expire. Typically, the due date is calculated to be the day before the expiry.
-===== Restrictions =====
-==== Media restriction ====
-An absolute restriction is placed if the media type has been specifically restricted for circulation.
-==== Circulation profile restriction ====
-An absolute restriction is placed if the circulation profile has been specifically restricted for circulation.
-==== Audience restriction ====
-An absolute restriction is placed if the audience of the %ITEM% is deemed inappropriate for the %AGENT%.
-==== Reservation restriction ====
-An absolute restriction is placed if the %ITEM% has been previously reserved for another %AGENT%.
-==== %AGENT% or %ITEM% availability restriction ====
-An absolute restriction is placed if either the %AGENT% or %ITEM% is not yet active, either through their boolean checkbox, or via their date settings.
-===== Rollback =====
-If the ultimate due date falls on a closure day, the Circulations dialog then counts backwards to find the last safe day on which the %ITEM% is due for return. This is done so that the due date does not fall after an absolute limitation such as the library, %AGENT% or %ITEM% no longer being available. It is possible therefore, that the calculation results in a due date that is the same as the base start date. If this situation occurs, so that the duration is now 0 days, the circulation is no longer permitted.
-====== Persistent Menu Options ======
-The Circulations dialog contains a number of persistent menu options that are accessible via [Circulations] > [Options...]. Checking or un-checking any of these options will remain in force until manaually reset, even if the user logs out of Pergamon and shuts down the workstation.
-Persistant menu options are recorded on a per dialog, and per user basis.
-===== Persistant dialog dimensions =====
-The current location and size of the Manage Items dialog is recorded at the point at which it is close. When the dialog is reopened, the recorded location and size are restored.
-===== Open %AGENT% details when found\\
-Open %ITEM% details when found =====
-When either an %AGENT% or %ITEM% is selected, many of the details of each record are displayed within a heirarchical list box containing folders. Checking these options ensures that when loaded, the folders are immediately opened so that all detauls can be viewed immediately.
-====== Hyperlink Actions ======
-Once an %AGENT% or %ITEM% has been successfuly loaded into the circulations dialog, a number of entries in the respective details lists are drawn underlined to mark them as hyperlinks that perform an action. The action is triggered by double-clicking the required line.
-===== %AGENT% Details Hyperlinks =====
-==== %AGENT% Group\\
-Age Range\\
-%AGENT% Location ====
-Any hyperlink with this information stored within it will result in a new set of %AGENT% being displayed in the drop-down list based upon the selected information - a link containing an %AGENT% location for example, will result in a new list being generated containing only %AGENT% who are also listed at that location.
-==== %AGENT% Superior ====
-Any hyperlink with in this information will result in that specific %AGENT% being loaded.
-==== In-Possession\\
-Reservation\\
-Booking ====
-Any hyperlink containing this information will result in the appropriate %ITEM% being loaded into the circulations dialog. Using this link is therefore a fast way of accessing an %ITEM% to be returned.
-===== %ITEM% Details Hyperlinks =====
-==== Serial number\\
-Series\\
-Media\\
-Location\\
-Location Index\\
-Status ====
-Any hyperlink containing this information will result in a reloading of the drop-down list so that it only contains %ITEMS% that have the appropriate matching criteria. Double-clicking a media link for example, will result in the list only containing %ITEMS% of the selected media type.
-==== Reservation\\
-Booking ====
-Any hyperlink containing this information will result in the appropriate %AGENT% being loaded into the circulations dialog.
-How to...
-====== Display and Agent Record ======
-===== Loading an %AGENT% =====
-In order to display an %AGENT% record in the circulations dialog, either a single or a two-stage operation is required, based upon whether an exact search match is immediately possible or whether more than one operation has been identified.
-To begin the pattern match, enter either the HID or name into the first field of the %AGENT% area of the dialog. In order to prevent repeated and unneccesary queries of the database, this field is time linked - as long as confident, continuous typing is performed or the required HID or name is scanned in electronically (such as via a barcode reader), no attempt is made to search the database. The first attempt that is made to perform a pattern match begins when data entry halts for more that one-quarter of a second.
-Once a database query is made, the results are loaded into the drop-down list box beneath the pattern-matching field. If only a single match is made, the %AGENT% is immediately loaded into the details listbox of the %AGENT% area and is made 'current'.
-If more than one match is made, the user must manually select the required %AGENT% from the drop-down list.
-===== Displayed Details =====
-Once an %AGENT% has been selected and made 'current', a summary of details regarding the %AGENT% is displayed in the heirarchical list box in the %AGENT% area. The details are grouped into logical collections - some of these collections match the tabbed panel areas within the Manage %AGENT% dialog, while some of them are specifically associated with the Circulations functions. The Circulations related groups include:
-==== In Possession ====
-The In-Possession group displays a list of %ITEMS% that have already been circulated to the %AGENT%.
-==== Reservations ====
-The Reservations group displays a list of %ITEMS% that are currently reserved for the %AGENT%.
-==== Advanced Bookings ====
-The advanced booking group displays a list of %ITEMS% that are currently booked by the %AGENT% for future use.
-===== Hyper-links =====
-Many of the details displayed in the details list box are displayed with an underline, marking them as hyper-links. By double-clicking the link, the Circulations dialog displays the most appropriate dialog connected with that type of data. Double-clicking data related to circulations functions, modifies the circulations dialog in readiness for that type of operation.
-====== Displaying an Item Record ======
-===== Loading an %ITEM% =====
-In order to display an %ITEM% record in the circulations dialog, either a single or a two-stage operation is required, based upon whether an exact search match is immediately possible or whether more than one operation has been identified.
-To begin the pattern match, enter either the HID or title into the first field of the %ITEM% area of the dialog. In order to prevent repeated and unneccesary queries of the database, this field is time linked - as long as confident, continuous typing is performed or the required HID or title is scanned in electronically (such as via a barcode reader), no attempt is made to search the database. The first attempt that is made to perform a pattern match begins when data entry halts for more that one-quarter of a second.
-Once a database query is made, the results are loaded into the drop-down list box beneath the pattern-matching field. If only a single match is made, the %ITEM% is immediately loaded into the details listbox of the %ITEM% area and is made 'current'.
-If more than one match is made, the user must manually select the required %ITEM% from the drop-down list.
-If an %ITEM% is matched that is is use (such as a current circulation), the relevant %AGENT% is automatically loaded into the %AGENT% area ready for further operations.
-===== Displayed Details =====
-Once an %ITEM% has been selected and made 'current', a summary of details regarding the %ITEM% is displayed in the heirarchical list box in the %ITEM% area. The details are grouped into logical collections - some of these collections match the tabbed panel areas within the Manage %ITEMS% dialog, while some of them are specifically associated with the Circulations functions. The Circulations related groups include:
-==== Reservations ====
-The Reservations group displays a list of %AGENT% that have a reservation placed on this %ITEM%.
-==== Advanced Bookings ====
-The advanced booking group displays a list of %AGENT% that have booking currently in place for this %ITEM%.
-===== Hyper-links =====
-Many of the details displayed in the details list box are displayed with an underline, marking them as hyper-links. By double-clicking the link, the Circulations dialog displays the most appropriate dialog connected with that type of data. Double-clicking data related to circulations functions, modifies the circulations dialog in readiness for that type of operation.
-====== Circulating an Item ======
-Once an %AGENT% and %ITEM% have been loaded into the circulations dialog, it is possible to circulate the %ITEM% to the %AGENT%. In order to do so, select the tabbed panel titled 'Circulation' in order to trigger the loading and calculation of the circulation rules. At the same time, the command buttons will reconfigure to reflect the operations possible on the selected tabbed panel.
-The circulations tabbed panel contains three data entry fields and a single list box. The three fields display the current base date (from which the circulation will be calculated), a calculated duration, and a calculated due date. The rules that were utilised in calculating the duration and due date are listed in the right-hand list box. Any rule that results in a absolute restriction is indicated in bold.
-It is possible after calculation of the rules that the circulation will be prevented - this may be caused by either a limitation resulting in too short a loan duration, or because of an absolute restriction.
-In most cases, the internal calculation should be taken as a golden rule and obeyed explicitly - the calculation of the duration should have been created using rules designed to cater for all eventualities within the library. If for whatever reason a circulation must be made by overriding these rules, then individual conditions may 'turned-off' by simply unchecking the checkbox next to the relevant condition.
-It is also possible to explicity set a due date by entering the date directly into the relevant field. As soon as any of these fields are modified manually however, the list box containg the circulation conditions is locked. This is as a result of the conditions now no longer having any direct relation to the duration or due date. In order to return the circulations panel to normal and allow access to the conditions once again, simply reselect the circulations panel after selecting another.
-Once the calculation has been made (which should have been made automatically as soon as the tabbed panel was selected), the circulation can be made by selecting the [Issue] command button at the bottom of the dialog.
-====== Recirculate an Item ======
-On occasion, it may be necessary to re-circulate an %ITEM% that is already on loan to an %AGENT%. This is most often done in order to extend the duration of an existing circulation.
-In order to re-circulate the %ITEM%, select the %AGENT% and then the %ITEM% required in order to make them both active. As with a normal circulation, the circulation tabbed panel will automatically calculate the appropriate due date and re-configure the command buttons. In this case however, the fact that the %ITEM% is already in circulation will result in the command buttons re-configuring for re-circulation (Re-Issue) mode rather than circulation (Issue).
-From this point on however, re-circulation is identical to a circulation. Select the [Re-Issue] command button in order to accept the circulations conditions and issue the %ITEM%.
-Any selection of an %ITEM% record alone, but which is already on loan to an %AGENT%, will result in the %AGENT% automatically being displayed without the need to manually select it. Selection of an %ITEM% with a different %AGENT% displayed (such as an attempt to issue an %ITEM%, not realising that it is already on loan) will result in a warning to the user and an offer to automatically select the correct %AGENT% to allow the %ITEM% to be returned. A refusal at this point will lock the circulations command buttons - other functions however, such as reservations and bookings, remain accessible.
-====== Returning an Item ======
-In order to return an %ITEM% to the library, select the %AGENT% and then the %ITEM% required in order to make them both active. As with a normal circulation, the circulation tabbed panel will automatically calculate the appropriate due date and re-configure the command buttons as if a re-circulation was due to take place.
-In this case however, select the [Return] command button in order to return the %ITEM% to the library and make it available for further use. If any reservation is in place for the %ITEM%, a reminder will be displayed with the name of the %AGENT% requiring it.
-Any selection of an %ITEM% record alone, but which is already on loan to an %AGENT%, will result in the %AGENT% automatically being displayed without the need to manually select it. Selection of an %ITEM% with a different %AGENT% displayed (such as an attempt to issue an %ITEM%, not realising that it is already on loan) will result in a warning to the user and an offer to automatically select the correct %AGENT% to allow the %ITEM% to be returned. A refusal at this point will lock the circulations command buttons - other functions however, such as reservations and bookings, remain accessible.
-====== Reserving an Item ======
-In order to reserve an %ITEM% for an %AGENT%, select the %AGENT% and then the %ITEM% required in order to make them both active. If not already selected, select the tabbed panel titled 'Reservations'. On selection, two fields are automatically populated - the expiry date of the reservation, and the reservation type
-The expiry date of the reservation is set to the date at which the %ITEM% selected is no longer available. As a result, it is possible that this date is far in the future, and will effectively be 'non-expiring'. If the user wants a date within the near future, either enter the date directly or use the [?] button to display a selectable date dialog. If the date is reached before the reservation is collected, the reservation is automatically deleted.
-The reservation type is automatically set to 'by title'. Placing a reservation of this type will mean that the first %ITEM% to become free with this title will be explicitly selected as the reservation. Two other types are available - exact reservation, in which the %ITEM% currently on screen is the only one that will be accepted, and reservation by serial number (e.g. ISBN) in which case the first %ITEM% with the matching serial number the becomes available will be explicitly selected as the reservation.
-Selection of an %ITEM% that is already on loan will result in an offer being made to switch the currently displayed %AGENT% (the one requiring the reservation) to the %AGENT% with the %ITEM%, with the intention that a re-issue or return take place. In order to continue with the reservation, ensure that the offer is refused.
-====== Removing a Reservation ======
-In order to remove an existing reservation, select the %AGENT% or the %ITEM% invovled in the reservation and ensure that the [Reservations] tabbed page is selected. Once it is selected, select (click once) the reservation in the %AGENT% or %ITEM% details (whichever was selected). The [Remove] command button will then become available.
-Select the [Remove] button to remove the reservation from the system. Note that if a reservation is selected in both the %AGENT% and %ITEM% details, the reservation in the %ITEM% details will always take priority for removal.
-Selection of an %ITEM% that is already on loan will result in an offer being made to switch the currently displayed %AGENT% (the one subject to the reservation) to the %AGENT% with the %ITEM%, with the intention that a re-issue or return take place. In order to continue with removal of the reservation, ensure that the offer is refused.
-====== Booking an Item ======
-In order to book an %ITEM% for an %AGENT%, select the %AGENT% and then the %ITEM% required in order to make them both active. If not already selected, select the tabbed panel titled 'Bookings'. On selection, four fields are made available - a start date and time combination, an end date and time combination, a drop-down pick list containing all of the possible pickup / delivery methods available, and a list-box containing all of the current bookings for this %ITEM%.
-Either enter start and end dates into the fields selected or select the appropriate [?] button in order to select the date and time from a date-selection dialog, then choose the pickup method from the drop-down. When placing bookings, the list of existing books is not utilised.
-Once all three fields are suitably configured, select [Book] in order to place the booking.
-Selection of an %ITEM% that is already on loan will result in an offer being made to switch the currently displayed %AGENT% (the one requiring the reservation) to the %AGENT% with the %ITEM%, with the intention that a re-issue or return take place. In order to continue with the booking, ensure that the offer is refused.
-====== Remove a Booking ======
-In order to remove a booking, select the %AGENT% and %ITEM% required in order to make then active. If not already selected, select the tabbed panel titled 'Bookings'. On selection, the most important field required for this operation is the list-box containing all of the current bookings for this %ITEM%.
-Select the booking that should be removed from the list - on selection, the [Remove] command button should be made available for use. Select the [remove] button in order to remove the selected booking from the database.
-Selection of an %ITEM% that is already on loan will result in an offer being made to switch the currently displayed %AGENT% (the one requiring the reservation) to the %AGENT% with the %ITEM%, with the intention that a re-issue or return take place. In order to continue with the booking, ensure that the offer is refused.

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