pergamonmystic:linkedhelp:issueandreturn
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pergamonmystic:linkedhelp:issueandreturn [2021/10/01 15:24] admin |
pergamonmystic:linkedhelp:issueandreturn [2021/10/01 16:09] (current) admin |
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| ==== Basic Returns ==== | ==== Basic Returns ==== | ||
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| + | In order to return an item, simply type or scan the barcode of the item into the **[Item Barcode]** field. | ||
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| + | If the **[Auto-Return]** option is turned on, the item will be immediately returned to the library. If turned off, a **[Return]** button us displayed which can be clicked when ready to perform the same action. | ||
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| + | Note that as before, the **[Reader Barcode]** field is //not// cleared automatically. | ||
| ---- | ---- | ||
| ==== Returning a Listed Item ==== | ==== Returning a Listed Item ==== | ||
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| + | While a valid reader is displayed as a result of entering a reader barcode into the **[Reader Barcode]** field, all of the items currently in the possession of that reader are displayed in the displayed list. | ||
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| + | In order to return one of these items without needing to type or scan the barcode of the item, simply click on the item to select it and press the **[Return]** button which is displayed at the bottom of the dialog. | ||
| ---- | ---- | ||
| - | ==== Overriding an Issue Refusal ===== | + | ==== Overriding or Fixing an Issue Refusal ===== |
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| + | Occasionally, it may be correct to override a built-in refusal to issue an item. A staff user may for example, decide to allow a reader to borrow an extra item than the limit set in their profile. | ||
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| + | To override an issue refusal first try to perform the issue as normal. Once refused, click the **[Explain]** button to display a message explaining //why// the refusal was made. | ||
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| + | === Overriding a simple configuration refusal === | ||
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| + | If the refusal was made because an established rule is being broken, click the **[Override]** button to perform the issue anyway. This must be done by a suitably authorised staff user, who will be challenged to enter their password for confirmation. | ||
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| + | === Correcting a mis-configuration === | ||
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| + | {{:pergamonmystic:linkedhelp:mystichelp_opac_0008.jpg?direct&200 |}} | ||
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| + | A refusal made because the item or reader is mis-configured can not be override as it is possible that vital information regarding the circulation is missing - for example, a missing //Circulations Profile// can not be overruled as it is the Circulations Profile which contains information regarding how many items can be borrowed and for how long. | ||
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| + | In order to fix the mis-configuration automatically it is possible for a suitably authorised staff user to start the **[Check Integrity]** process from here (usually, this process is performed from the Reader or Item Manager). Note that automatic fixes will only assign **defaults** to missing values (e.g. the default Circulations Profile) - no manual selection is possible. | ||
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| + | Once the **[Explain]** message is displayed, click the **[Fix]** button to start the **Check Integrity** dialog and automatically look for a limited range of problems with the item and reader records. If Mystic identified any, an option is provided to select which fixes should be applied. Red crosses indicate that a fault has been found, but will //not// be fixed when the **[Fix]** button is pressed - to run a fix on that fault, click the cross on a line to to change the cross to a green tick box ✅ | ||
| + | |||
| + | Click **[Fix]** to perform the default fixes. | ||
| ---- | ---- | ||
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| ==== Turning on Auto-Issue or Auto-Return ==== | ==== Turning on Auto-Issue or Auto-Return ==== | ||
| - | ---- | + | {{:pergamonmystic:linkedhelp:mystichelp_opac_0009.jpg?direct&200 |}} |
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| + | If you are happy to automatically issue or return an item when the correct combination of item and reader barcodes have been entered, **[Auto-Issue]** and **[Auto-Return]** can be enabled. | ||
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| + | To do so, click the **[?]** menu button in the top right hand corner of the **Issue and Return** dialog - the option will only be present for suitably authorised users. In this menu, select **[Options]** to display the local options for the Circulations dialogs. | ||
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| + | This options dialog is described more fully in the [[PergamonMystic:linkedhelp:local_options|Local Options]] help article. | ||
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| + | Click the **[Auto-Issue]**, **[Auto-Return]** and **[Auto-Tab]** (automatically moves the cursor between the fields, as a barcode is entered and found) check boxes as required, then **[Save]** to save the changes into the database. You may have to close and then restart he **Issue and Return** dialog to make the changes fully take effect. | ||
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| ---- | ---- | ||
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| Next: [[PergamonMystic:linkedhelp:issueandreturnclass|OPAC - Issue and Return (class version)]] | Next: [[PergamonMystic:linkedhelp:issueandreturnclass|OPAC - Issue and Return (class version)]] | ||
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pergamonmystic/linkedhelp/issueandreturn.1633101888.txt.gz · Last modified: 2021/10/01 15:24 by admin
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