admin:settings:closures
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admin:settings:closures [2019/03/28 17:01] – created tmccanna | admin:settings:closures [2023/12/29 14:34] (current) – [Unexpected / Emergency Closures] smorrison | ||
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- | ====== Library Hours and Closed Dates ====== | + | ====== Library |
- | There are two locations within | + | Contact information, |
+ | |||
+ | ===== How to Update Library | ||
+ | To update branch names, addressess, contact emails, and contact phone numbers, please submit a ticket to the [[https:// | ||
+ | |||
+ | To update a library' | ||
===== How to Set Library Hours ===== | ===== How to Set Library Hours ===== | ||
- | If your library changes | + | There are two locations within the Evergreen client to control |
+ | A short class on this topic is available at: https:// | ||
+ | |||
+ | ====Hours of Operation==== | ||
+ | As of the January 2023 Evergreen upgrade, Local Admins have the capability to update library hours for their system. The hours appear in the library information pages in the OPAC. Please note that the Hours of Operation can be used for changes to the normal hours, not closures for holidays or emergencies, | ||
+ | |||
+ | < | ||
+ | |||
+ | To update hours, go to Administration > Server Administration > Organizational Units. | ||
+ | |||
+ | In the left sidebar, find your system and click the arrow to expand the list. Click the appropriate branch name and make sure the name within the bar at the top of the screen populates with the correct branch name. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Click on the Hours of Operation tab and enter the updated hours for the Open Time and Close Time fields. To indicate that a branch is closed on a certain day, click the “Closed” button next to that day. The hours will default to 12:00 AM in both fields. If a library is already listed as closed on a certain day, the “Closed” button will be grayed out. | ||
+ | |||
+ | After you have finished making your changes, click “Apply Changes.” A popup will appear noting that the update has succeeded. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Please note, the “Clear Hours of Operation” function is not available to Local Admins. If you click this button, it will appear to reset the library hours, but if you refresh the page, the changes will not carry through. For any updates to Main Settings or Addresses, please submit a Help Desk ticket and the PINES staff will make the necessary changes for you. | ||
+ | |||
+ | ====Hours of Operation Note Field==== | ||
+ | //New feature as of January 2023 upgrade to Evergreen 3.10//\\ | ||
+ | |||
+ | There is also the capability to add notes to each day’s hours to record split hours or other service-related information. The notes will appear enclosed in parentheses next to each day’s hours on the library’s PINES information page. | ||
+ | |||
+ | Within the Hours of Operation Tab, click the checkbox under “Edit Note Field?” Note that all subsequent boxes will be checked and a notes field will appear under each day. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Type in the note for the corresponding day and then click “Apply Changes.” A popup will appear noting that the update has succeeded | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The note will now appear on the branch’s PINES information page. You may need to clear cache or refresh the page for the updated information to appear. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== About Closed Dates ===== | ||
+ | |||
+ | Adding a closing has the following consequences: | ||
+ | |||
+ | * During the closed dates (inclusive), | ||
+ | * Holds will not target copies in a closed library. If you wish to pull holds while a library is closed, the " | ||
+ | * In addition to the setting above, there are a few other settings that control holds targeting and hold pickup selections that PINES needs to update. When closing your library for an extended period, please submit a Helpdesk ticket with the start and end date, so we can apply the settings and then revert them back once the library has reopened. | ||
+ | * Patrons will not be charged fines on closed dates. If the closing is added after the closed date has occurred, the closing should use the emergency closure option to void those fines. | ||
===== How to Set Library Closed Dates ===== | ===== How to Set Library Closed Dates ===== | ||
Line 20: | Line 71: | ||
- Click OK. | - Click OK. | ||
- | [{{: | + | [{{ : |
+ | |||
+ | <note tip>If incorrect dates are entered, for example, the start date is in 2010 but the end date for the closing is in 2009, the dates will not work at all. Please check these carefully since the system does not alert you if you make this kind of mistake, and it causes great confusion!</ | ||
+ | |||
+ | ===== How to Apply Closed Dates to All Branches in a System ===== | ||
+ | |||
+ | |||
+ | On the popup, select the system rather than the branch (ARL rather than ARL-ATH) and check the "Apply to all of my libraries" | ||
+ | |||
+ | |||
+ | |||
+ | ===== Unexpected / Emergency Closures ===== | ||
+ | |||
+ | If you need to mark a closed date either after a closure (for example, for an unexpected weather closure) or within two weeks of an upcoming closure (for example, if you did not get an upcoming holiday entered in time, so items are showing due dates of a date you are closed), then please enter an Emergency Closure. | ||
+ | |||
+ | The emergency closure will change the due dates of any items that are set to be due within the closure date range. If you are entering an emergency closure for a date in the past, the process will void any fines that were already charged for the items that it changed the due dates on. | ||
+ | |||
+ | **Note that it will NOT void fines on items that were due //before// the closure.** | ||
+ | |||
+ | The process also updates hold shelf expiration dates for any holds that were set to expire off of the holds shelf on a closed date. | ||
+ | |||
+ | Video: [[https:// | ||
+ | |||
+ | - **Delete any previously entered closures that overlap the emergency closure you wish to enter.** (Editing a previous closure to extend the closure dates will NOT work to change existing due dates that fall within that time period.) | ||
+ | - **Enter the new closure date range.** | ||
+ | - **Check the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This process is very slow - let it run and check back later to make sure that all circulations and holds processed. When it is successfully completed, it should look like this: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | If you are unable to log in, please contact the [[https:// | ||
+ | |||
+ | <note warning> | ||
+ | |||
+ | If you are unable to reach the courier, contact the [[https:// |
admin/settings/closures.1553792461.txt.gz · Last modified: 2019/03/28 17:01 by tmccanna