Differences

This shows you the differences between two versions of the page.

--- circ:booking [2020/01/13 20:51] – [2. Circulation Staff: Make Reservations] tmccanna
+++ circ:booking [2020/01/15 14:17] – [2. Circulation Staff: Make Reservations] tmccanna
@@ Line 17: / Line 17: @@
     - Overbook: Leave blank
     - Owning Library: Select the short policy name (ARL-ATH)
-    - Resource Type: Enter Room
+    - Resource Type: Room
     - User Fee: Leave blank unless you charge a user fee
   - Click Save
+{{:circ:pasted:20200113-152141.png}}
 **Optional: Define Resource Attributes**
@@ Line 39: / Line 41: @@
       - Resource Attribute: Number of Seats
       - Valid Value: 10
+    - Repeat for each possible value
+      - If the different sizes of rooms can hold 5, 10, or 50 people, set up a Resource Attribute Value for each size. You may also enter more descriptive attributes such as "Up to 20" or "20 at tables - 50 in chairs."
   - Set up Resource Attribute Map
     - Administration > Booking Administration > Resource Attribute Map
@@ Line 46: / Line 50: @@
       - Resource Attribute: Number of Seats
       - Attribute Value: 10
+    - Repeat until all resources have the appropriate values attached (ie, each room is associated with the proper number of seats).
@@ Line 53: / Line 58: @@
   - Click on Booking > Create Reservation
-    * Or: Open a patron account > Other > Booking: Create Reservation
+    * Or: Open a patron account > Other > Booking: Create Reservation {{:circ:pasted:20200113-154349.png}}
   - Choose Single Day Reservation
   - Choose a Reservation Date
   - On ‘Choose resource by type’ tab, search by type Room and the owning library
-    * Or, use the ‘Choose resource by barcode’ tab to enter the barcode
+    * Or, use the ‘Choose resource by barcode’ tab to enter the barcode {{:circ:pasted:20200113-154543.png}}
   - Double-click on the starting time slot (example: 10:00 AM)
   - Patron Barcode: Enter barcode
@@ Line 66: / Line 71: @@
   - Click ‘Confirm’
+{{:circ:pasted:20200113-155102.png}}
+<note tip>If you wish to add a descriptive note to a reservation, you can do so by editing the reservation from the Manage Reservations screen. This will allow you to include room requirements, additional contact information, etc.</note>
+<note tip>If you are reserving a room for a member of the public who does not have a library card, you can reserve it with a staff card, and then edit the Notes field to add the person/group's details.</note>
 ===== 3. Circulation Staff: Manage Reservations =====
@@ Line 74: / Line 84: @@
   - Double-click on a reservation to view the full details
-===== 4. Patrons: View Reservations =====
+{{:circ:pasted:20200113-155332.png}}
+===== 4. View Reservations for a Patron =====
+Staff can view a patron's reservations by opening the account and clicking on Other > Booking: Manage Reservations.
+{{:circ:pasted:20200113-155813.png}}
+===== Notes =====
+The Booking Module is currently undergoing additional development. More information on the progress and ideas for future work can be found on the [[https://wiki.evergreen-ils.org/doku.php?id=student_success_working_group:booking_improvements#ability_to_view_reservations_reserved_captured_and_out_in_my_account_in_the_opac| Evergreen Student Success Working Group]] site.
-Patrons will be able to view their reservations through 'My Account' in the OPAC.