circ:booking
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circ:booking [2020/01/13 21:19] – tmccanna | circ:booking [2021/02/25 17:19] – [1. Local Admin: Set Up Resources] tmccanna | ||
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- User Fee: Leave blank unless you charge a user fee | - User Fee: Leave blank unless you charge a user fee | ||
- Click Save | - Click Save | ||
+ | |||
+ | {{: | ||
**Optional: Define Resource Attributes** | **Optional: Define Resource Attributes** | ||
+ | <note warning> | ||
Resource attributes can be defined if you want to be able to filter your list of resources - for example, if you had 10 meeting rooms, it might be helpful to be able to only show the rooms that could hold 50-80 people. However, if you only have two meeting rooms, it may be easier to identify them by name (Large Meeting Room, Small Meeting Room) | Resource attributes can be defined if you want to be able to filter your list of resources - for example, if you had 10 meeting rooms, it might be helpful to be able to only show the rooms that could hold 50-80 people. However, if you only have two meeting rooms, it may be easier to identify them by name (Large Meeting Room, Small Meeting Room) | ||
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- Resource Attribute: Number of Seats | - Resource Attribute: Number of Seats | ||
- Valid Value: 10 | - 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 | - Set up Resource Attribute Map | ||
- Administration > Booking Administration > Resource Attribute Map | - Administration > Booking Administration > Resource Attribute Map | ||
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- Resource Attribute: Number of Seats | - Resource Attribute: Number of Seats | ||
- Attribute Value: 10 | - Attribute Value: 10 | ||
+ | - Repeat until all resources have the appropriate values attached (ie, each room is associated with the proper number of seats). | ||
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- Click on Booking > Create Reservation | - Click on Booking > Create Reservation | ||
- | * Or: Open a patron account > Other > Booking: Create Reservation | + | * Or: Open a patron account > Other > Booking: Create Reservation |
- Choose Single Day Reservation | - Choose Single Day Reservation | ||
- | - Choose a Reservation Date | + | - Choose a Reservation Date |
- On ‘Choose resource by type’ tab, search by type Room and the owning library | - 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 |
- Double-click on the starting time slot (example: 10:00 AM) | - Double-click on the starting time slot (example: 10:00 AM) | ||
- Patron Barcode: Enter barcode | - Patron Barcode: Enter barcode | ||
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- Click ‘Confirm’ | - Click ‘Confirm’ | ||
+ | {{: | ||
+ | |||
+ | <note tip>If you wish to add a descriptive note to a reservation, | ||
+ | |||
+ | <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/ | ||
===== 3. Circulation Staff: Manage Reservations ===== | ===== 3. Circulation Staff: Manage Reservations ===== | ||
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- Double-click on a reservation to view the full details | - Double-click on a reservation to view the full details | ||
- | ===== 4. Patrons: | + | {{: |
+ | ===== 4. View Reservations | ||
+ | |||
+ | Staff can view a patron' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ===== 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:// | ||
- | Patrons will be able to view their reservations through 'My Account' | ||
circ/booking.txt · Last modified: 2023/07/20 13:38 by smorrison