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circ:booking [2020/01/13 20:36] – [3. Circulation Staff: Manage Reservations] tmccannacirc:booking [2023/07/20 13:38] (current) smorrison
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     - Overbook: Leave blank     - Overbook: Leave blank
     - Owning Library: Select the short policy name (ARL-ATH)     - 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     - User Fee: Leave blank unless you charge a user fee
   - Click Save   - Click Save
 +
 +{{:circ:pasted:20200113-152141.png}}
  
 **Optional: Define Resource Attributes** **Optional: Define Resource Attributes**
 +<note warning>This feature doesn't currently work correctly. See: https://bugs.launchpad.net/evergreen/+bug/1807784</note>
  
-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 RoomSmall Meeting Room)+Resource attributes are defined as features of the resource type. These can be created if you want to be able to further define or filter your list of resources. For example, if you have 10 meeting rooms, it might be helpful to be able to only show the rooms that could hold 50-80 people. In this case, the resource type would be 'Room' and the resource attribute could be 'Capacity' or 'Number of People.' As another example, if you only have two meeting rooms, you can define attributes such as 'Large Meeting Room' and 'Small Meeting Room.'
  
   - Set up resource attributes   - Set up resource attributes
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       - Resource Attribute Name: Number of Seats       - Resource Attribute Name: Number of Seats
       - Resource Type: Room       - Resource Type: Room
-  - Set up Resource Attribute Values+  - Set up Resource Attribute Values (As named, these are the values that are assigned for each attribute. For example, if you have an attribute for 'Number of Seats,' the value would be the number.
     - Administration > Booking Administration > Resource Attribute Values     - Administration > Booking Administration > Resource Attribute Values
     - Click New Resource Attribute Value button     - Click New Resource Attribute Value button
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       - Resource Attribute: Number of Seats       - Resource Attribute: Number of Seats
       - Valid Value: 10       - Valid Value: 10
-  Set up Resource Attribute Map +    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." 
 +  - Resource Attribute Maps bring together the resources and their attributes and values. To set up Resource Attribute Map, go to:
     - Administration > Booking Administration > Resource Attribute Map     - Administration > Booking Administration > Resource Attribute Map
     - Click New Resource Attribute Map button     - Click New Resource Attribute Map button
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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).
  
  
-===== 2. Circulation Staff: Book Resource =====+===== 2. Circulation Staff: Make Reservations ===== 
 + 
 +Patrons cannot reserve resources on their own, they must ask library staff to make a reservation on their behalf.
  
   - 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 {{:circ:pasted:20200113-154349.png}}
   - 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 {{:circ:pasted:20200113-154543.png}}
   - 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’
  
 +{{: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 ===== ===== 3. Circulation Staff: Manage Reservations =====
  
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   - Verify that the correct Reservation Location is appearing   - Verify that the correct Reservation Location is appearing
   - Double-click on a reservation to view the full details   - Double-click on a reservation to view the full details
 +
 +{{: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.
 +
  
  
  
circ/booking.1578947792.txt.gz · Last modified: 2020/01/13 20:36 by tmccanna