circ:curbside
Differences
This shows you the differences between two versions of the page.
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circ:curbside [2021/01/21 23:35] – created tmccanna | circ:curbside [2022/06/30 20:23] (current) – [Report of Upcoming Appointments] tmccanna | ||
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- Curbside pickup has been enabled for the library system or branch. | - Curbside pickup has been enabled for the library system or branch. | ||
- A staff member must be assigned to monitor the appointments for the day. | - A staff member must be assigned to monitor the appointments for the day. | ||
- | - The library' | + | - The library' |
- You have a work table / area set up to place the items that should be picked up in the next time slots. | - You have a work table / area set up to place the items that should be picked up in the next time slots. | ||
- | - Only items that are placed on hold and ready for pickup are available for appointments and checkouts through the curbside pickup module. | + | - Only items that are placed on hold and ready for pickup are available for appointments and checkouts through the curbside pickup module. |
- It also assumes that patrons with appointments will have their items checked out from the Curbside interface, and not from the standard checkout interface. If a patron has a Curbside appointment, | - It also assumes that patrons with appointments will have their items checked out from the Curbside interface, and not from the standard checkout interface. If a patron has a Curbside appointment, | ||
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- | Open “Curbside Pickup” by clicking on the circulation menu. Go to the bottom of the menu to find it. (If you cannot see the full menu, you may need to scroll down or press the Ctrl key and the " | + | Open “Curbside Pickup” by clicking on the circulation menu. Go to the bottom of the menu to find it. (If you cannot see the full menu, you may need to scroll down or press the Ctrl key and the " |
There are 5 tabs on the curbside window: | There are 5 tabs on the curbside window: | ||
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**1. Schedule a Pickup** | **1. Schedule a Pickup** | ||
- | Currently, a pickup must be scheduled by phone. | + | When a hold is ready to be picked up, an email notification will be sent to the patron' |
- | When you are speaking | + | // |
+ | When you are speaking | ||
Click the “Make New Appointment” to select an appointment date and then time slot. The number beside the time shows the remaining appointments for that time slot. Appointments can only be scheduled during normal operating hours. There is also a box for notes should any need to be entered - for instance, you may want to enter a description of the car / license plate number so that the patron will not have to call in when they arrive. Click the “Save” button. | Click the “Make New Appointment” to select an appointment date and then time slot. The number beside the time shows the remaining appointments for that time slot. Appointments can only be scheduled during normal operating hours. There is also a box for notes should any need to be entered - for instance, you may want to enter a description of the car / license plate number so that the patron will not have to call in when they arrive. Click the “Save” button. | ||
- | < | + | An email confirmation will automatically be sent to the patron' |
+ | |||
+ | //Self-scheduling | ||
+ | |||
+ | Patrons can also schedule their own appointments in the public catalog. | ||
+ | |||
+ | When a patron' | ||
+ | |||
+ | - The patron will log into the OPAC and go to My Account > Curbside Pickup. | ||
+ | - An appointment form will appear. First, select a date. | ||
+ | - Click the Check times button, then select a time. to select a date and then choose a time. | ||
+ | - Optional: The patron may wish to include arrival notes such as the color and type of vehicle they will be arriving in. | ||
+ | - Click on " | ||
+ | - Upon arrival at the library, | ||
+ | |||
+ | {{: | ||
**2. Retrieve Items** | **2. Retrieve Items** | ||
- | Open the "To Be Staged" | + | Open the "To Be Staged" |
Retrieve the listed items, and place them in your curbside pickup work area. Then select them on the list and click "Mark Staged and Ready for Pickup." | Retrieve the listed items, and place them in your curbside pickup work area. Then select them on the list and click "Mark Staged and Ready for Pickup." | ||
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Depending on your library' | Depending on your library' | ||
+ | |||
+ | //Note: The patron may also use the "Alert staff of your arrival" | ||
The curbside pickup interface will refresh itself every 15 minutes, but can be updated more quickly by refreshing the browser page. So, if the curbside pickup staff person is in a different area than the staff person answering the phone, the curbside pickup person may want to refresh the browser page more frequently to see which patron has pulled up and called in. | The curbside pickup interface will refresh itself every 15 minutes, but can be updated more quickly by refreshing the browser page. So, if the curbside pickup staff person is in a different area than the staff person answering the phone, the curbside pickup person may want to refresh the browser page more frequently to see which patron has pulled up and called in. | ||
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To reschedule an existing pickup appointment, | To reschedule an existing pickup appointment, | ||
+ | |||
+ | Patrons may also see and reschedule their appointments through the OPAC. | ||
+ | |||
+ | ===== Report of Upcoming Appointments ===== | ||
+ | |||
+ | You may also run a report to see all of the upcoming pickup appointments you have scheduled for any selected time period. This may be helpful in scheduling staff coverage. This report is available under: | ||
+ | |||
+ | //Reports > Shared Folders > Templates > terran > Help Desk > Circulation > Curbside Pickup Appointment Slots// | ||
===== More Information ===== | ===== More Information ===== | ||
More detailed information is available in the Evergreen software documentation at: https:// | More detailed information is available in the Evergreen software documentation at: https:// | ||
+ | |||
+ | Video demonstration at: https:// | ||
+ | |||
+ | |||
+ | |||
circ/curbside.1611272106.txt.gz · Last modified: 2021/01/21 23:35 by tmccanna