(under construction...)
Overview
A few of WebCheckout's features do not work as they would appear to work, or are more useful if you know a trick. This article documents some of those oddities, as of version 4.3.0.
On all Find screens: "Add search term..."
Can't find what you need using the fields displayed in the left column on any Find screen? Use the "Add search term..." dropdown below all the fields to add almost any field that applies to this type of record.
The exception to this is that you will not be offered bibliographic (bib) fields when searching for media resources. You have to start from the Media→"Find Biblio records" or Media→"Find Holdings" commands to search on bib fields like title, author, or publication year. Those commands link bib and resource data in ways that the Resources→Find commands do not.
On all Find screens: drop date/time fields
Can't find the allocations (checkouts or reservations) you know are there? If the search fields in the left Find column include any date/time fields, use the X to the right of each date/time field to delete it, then Find again. The date/time fields in the Find column almost always default to an interval too narrow to be useful.
On all Find screens: add Results columns
Not finding the results fields useful when you do a Find?
Remember, search bib differently
Operator PINs
PINS on your CC admin operator accounts to approve overrides "over the shoulder"
Also, enable "Bypass PIN" capability for every operator
Create Holding
(can't use bacode scanner)
Find Media: limit to your Checkout Center
By default, the Find Media commands look for media matching the criteria you enter across all Checkout Centers (CCs). If you only want to search your CC, use "Add search critieria" to add Checkout Center to the search fields, then set it to your CC. Note: Bibliographic records with no holdings in your CC will not appear, even if you created those bib records in your CC. To make such a bib appear, add a holding to it.
Search for a resource while in the middle of a Checkout or Reservation
(add to allocation)
Records that cannot be deleted: rename and reuse
You cannot delete resource-type or bib records, even if you just created them and they are not linked to anything else. However, you can rename them and reuse them. (Think of it as recycling.) First open the record, and use the Admin tab to change its ID appropriately. Then, delete all the data from all the fields on the first tab, and enter whatever new information applies. When you Save this, you can use this re-newed record just as you would a new one.