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--- pergamonmu:circulations:circulations [2017/08/07 15:06]
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+++ pergamonmu:circulations:circulations [2017/08/07 17:54] (current)
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   * [[pergamonmu:circulations:basic configuration|Basic circulations configuration]]
-How do I:
+How to:
   * [[pergamonmu:circulations:how:display reader record|Display a reader record]]
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   * [[pergamonmu:circulations:how:removing a booking|Remove a booking]]
+----
+{{:logo.png?nolink |}}\\
+[[:start|Pergamon Wiki Home]]
-====== What is an advanced booking? ======
-An advanced booking is similar in nature to a reservation in that it is used by an Reader 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 Reader.
-==== 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 Reader for which the booking has been made is the same as the Reader subject to the circulation, the circulation is deemed to be an execution of the booking and an offer is made to remove the booking.
-==== Reader expiry date ====
-A limitation is placed on the calculated due date is the membership of the Reader 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 Reader.
-==== Reservation restriction ====
-An absolute restriction is placed if the Item has been previously reserved for another Reader.
-==== Reader or Item availability restriction ====
-An absolute restriction is placed if either the Reader 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, Reader 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 Reader details when found\\
-Open Item details when found =====
-When either an Reader 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 Reader 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.
-===== Reader Details Hyperlinks =====
-==== Reader Group\\
-Age Range\\
-Reader Location ====
-Any hyperlink with this information stored within it will result in a new set of Reader being displayed in the drop-down list based upon the selected information - a link containing an Reader location for example, will result in a new list being generated containing only Reader who are also listed at that location.
-==== Reader Superior ====
-Any hyperlink with in this information will result in that specific Reader 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 Reader being loaded into the circulations dialog.
-How to...
-====== Display and Agent Record ======
-===== Loading an Reader =====
-In order to display an Reader 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 Reader 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 Reader is immediately loaded into the details listbox of the Reader area and is made 'current'.
-If more than one match is made, the user must manually select the required Reader from the drop-down list.
-===== Displayed Details =====
-Once an Reader has been selected and made 'current', a summary of details regarding the Reader is displayed in the heirarchical list box in the Reader area. The details are grouped into logical collections - some of these collections match the tabbed panel areas within the Manage Reader 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 Reader.
-==== Reservations ====
-The Reservations group displays a list of Items that are currently reserved for the Reader.
-==== Advanced Bookings ====
-The advanced booking group displays a list of Items that are currently booked by the Reader 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 Reader is automatically loaded into the Reader 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 Reader that have a reservation placed on this Item.
-==== Advanced Bookings ====
-The advanced booking group displays a list of Reader 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 Reader and Item have been loaded into the circulations dialog, it is possible to circulate the Item to the Reader. 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 Reader. This is most often done in order to extend the duration of an existing circulation.
-In order to re-circulate the Item, select the Reader 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 Reader, will result in the Reader automatically being displayed without the need to manually select it. Selection of an Item with a different Reader 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 Reader 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 Reader 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 Reader requiring it.
-Any selection of an Item record alone, but which is already on loan to an Reader, will result in the Reader automatically being displayed without the need to manually select it. Selection of an Item with a different Reader 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 Reader 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 Reader, select the Reader 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 Reader (the one requiring the reservation) to the Reader 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 Reader 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 Reader 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 Reader 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 Reader (the one subject to the reservation) to the Reader 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 Reader, select the Reader 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 Reader (the one requiring the reservation) to the Reader 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 Reader 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 Reader (the one requiring the reservation) to the Reader 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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