Differences

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

--- circ:booking [2020/01/13 21:19] – tmccanna
+++ circ:booking [2023/07/20 13:38] (current) – smorrison
@@ Line 20: / Line 20: @@
     - User Fee: Leave blank unless you charge a user fee
   - Click Save
+{{:circ:pasted:20200113-152141.png}}
 **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 Room, Small 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
@@ Line 32: / Line 35: @@
       - Resource Attribute Name: Number of Seats
       - 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
     - Click New Resource Attribute Value button
@@ Line 39: / Line 42: @@
       - Resource Attribute: Number of Seats
       - 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 a Resource Attribute Map, go to:
     - Administration > Booking Administration > Resource Attribute Map
     - Click New Resource Attribute Map button
@@ Line 46: / Line 51: @@
       - 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 59: @@
   - 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 72: @@
   - 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 85: @@
   - 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.