[Koha-cvs] CVS: koha-doc/en/general newbieguide.xml,1.2,1.3
skemotah
shedges at users.sourceforge.net
Sat Apr 9 21:42:56 CEST 2005
Update of /cvsroot/koha/koha-doc/en/general
In directory sc8-pr-cvs1.sourceforge.net:/tmp/cvs-serv6079/en/general
Modified Files:
newbieguide.xml
Log Message:
Additional information about borrowers
Index: newbieguide.xml
===================================================================
RCS file: /cvsroot/koha/koha-doc/en/general/newbieguide.xml,v
retrieving revision 1.2
retrieving revision 1.3
diff -C2 -r1.2 -r1.3
*** newbieguide.xml 23 Dec 2004 12:43:50 -0000 1.2
--- newbieguide.xml 9 Apr 2005 19:42:53 -0000 1.3
***************
*** 12,90 ****
<surname>Johnson</surname>
- </author>
-
- <pubdate>2004-11-08</pubdate>
! <revhistory>
! <revision>
! <revnumber>2.0.0p1</revnumber>
!
! <date>2004-12-17</date>
!
! <revdescription>
! <para>Minor changes, mostly in the Copyright and License
! language</para>
! </revdescription>
! </revision>
! <revision>
! <revnumber>2.0.0</revnumber>
! <date>2004-11-08</date>
! <revdescription>
! <para>First XML markup (by Stephen Hedges) of the original wiki
! page</para>
! </revdescription>
! </revision>
! </revhistory>
! </articleinfo>
! <note>
! <para>Most of this document is a copy of an editable wiki page found at
! <ulink
! url="http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide">http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide</ulink>,
! which was last modified on Thursday, 22 July 2004 at the time of
! copying.</para>
! </note>
! <section>
! <title>Using this document</title>
!
! <section>
! <title id="copyright">Copyright and License</title>
!
! <para>Copyright 2004 BWS Johnson <email>mhelmen AT
! illinoisalumni.org</email></para>
<para>This document is related to Koha and is licensed to you under the
GNU General Public License version 2 or later (<ulink
! url="http://www.gnu.org/licenses/gpl.html">http://www.gnu.org/licenses/gpl.html</ulink>).
! Koha-related documents may be reproduced and distributed in whole or in
! part, in any medium physical or electronic, as long as this copyright
! notice is retained on all copies.</para>
<para>You may create a derivative work and distribute it provided that
! you: <orderedlist>
! <listitem>
! <para>License the derivative work with this same license, or the
! Linux Documentation Project License (<ulink
! url="http://www.tldp.org/COPYRIGHT.html">http://www.tldp.org/COPYRIGHT.html</ulink>).
! Include a copyright notice and at least a pointer to the license
! used.</para>
! </listitem>
! <listitem>
! <para>Give due credit to previous authors and major
! contributors.</para>
! </listitem>
! </orderedlist></para>
<para>Commercial redistribution is allowed and encouraged; however, the
author would like to be notified of any such distributions.</para>
- </section>
-
- <section>
- <title id="disclaimer">Disclaimer</title>
<para>No liability for the contents of this document can be accepted.
--- 12,61 ----
<surname>Johnson</surname>
! <email>mhelman AT illinoisalumni.org</email>
! </author>
! <pubdate>2005-04-03</pubdate>
! <contrib>I am indebted to Paul Poulain for help with the "Authorites"
! section.</contrib>
! <copyright>
! <year>2004</year>
! <year>2005</year>
! <holder>BWS Johnson</holder>
! </copyright>
+ <legalnotice>
<para>This document is related to Koha and is licensed to you under the
GNU General Public License version 2 or later (<ulink
! url="http://www.gnu.org/licenses/gpl.html">http://www.gnu.org/licenses/gpl.html</ulink>).</para>
!
! <para>Koha-related documents may be reproduced and distributed in whole
! or in part, in any medium physical or electronic, as long as this
! copyright notice is retained on all copies.</para>
<para>You may create a derivative work and distribute it provided that
! you:</para>
! <orderedlist>
! <listitem>
! <para>License the derivative work with this same license, or the
! Linux Documentation Project License (<ulink
! url="http://www.tldp.org/COPYRIGHT.html">http://www.tldp.org/COPYRIGHT.html</ulink>).
! Include a copyright notice and at least a pointer to the license
! used.</para>
! </listitem>
!
! <listitem>
! <para>Give due credit to previous authors and major
! contributors.</para>
! </listitem>
! </orderedlist>
<para>Commercial redistribution is allowed and encouraged; however, the
author would like to be notified of any such distributions.</para>
<para>No liability for the contents of this document can be accepted.
***************
*** 99,111 ****
service mark. Naming of particular products or brands should not be seen
as endorsements.</para>
! </section>
! </section>
! <section>
! <title>Credits / Contributors</title>
! <para>I am indebted to Paul Poulain for assistance with the
! <citetitle>Authorities</citetitle> section of this document.</para>
! </section>
<section>
--- 70,116 ----
service mark. Naming of particular products or brands should not be seen
as endorsements.</para>
! </legalnotice>
! <revhistory>
! <revision>
! <revnumber>2.2.0</revnumber>
! <date>2005-03-09</date>
!
! <authorinitials>bwsj</authorinitials>
!
! <revdescription>
! <para>Revise and expand "Adding a patron" section</para>
! </revdescription>
! </revision>
!
! <revision>
! <revnumber>2.0.0p1</revnumber>
!
! <date>2004-12-17</date>
!
! <authorinitials>sh</authorinitials>
!
! <revdescription>
! <para>Minor changes, mostly in the Copyright and License
! language</para>
! </revdescription>
! </revision>
!
! <revision>
! <revnumber>2.0.0</revnumber>
!
! <date>2004-11-08</date>
!
! <revdescription>
! <para>First XML markup (by Stephen Hedges) of the original wiki page
! found at <ulink
! url="http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide">http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide</ulink>,
! which was last modified on Thursday, 22 July 2004 at the time of
! copying.</para>
! </revdescription>
! </revision>
! </revhistory>
! </articleinfo>
<section>
***************
*** 1527,1556 ****
<title>Adding a Patron</title>
! <para>Now that your system is set up, and your books and stuff are in the
! computer, you'll want to add your patrons. This is very simple to
! do.</para>
! <para>From the green Intranet screen, type a name into the Member Search
! box and press enter.</para>
! <para>Yes, yes, I know that you don't have patrons yet. Just trust
! me.</para>
! <para>Nothing will show up when you search for that name, but you'll have
! the option of adding a member.</para>
! <para>Go ahead and click on the <emphasis>Add Member</emphasis>
! button.</para>
! <para>Everything that has an asterisk * will need to be filled in.</para>
! <para>After you're done, click <emphasis>Save</emphasis>.</para>
! <para>This will bring you to a confirmation page.</para>
! <para>Don't worry if you have to change something later on. You can very
! easily search on the patron's name from the Member pages or the Search box
! on the Intranet screen, and then click on the patron. You can then choose
! modify and make any necessary adjustments.</para>
</section>
--- 1532,1876 ----
<title>Adding a Patron</title>
! <para>Now that you know how to add a bibliographic record into Koha, we
! turn to living breathing people.</para>
! <para>From the lime green intranet screen, mouse over
! <emphasis>Members</emphasis>. Select the <emphasis>Add Member</emphasis>
! option. This will cause the add member screen to appear.</para>
!
! <para>The first text box to fill in is the Member number, Card Number box
! at the upper left. If your patron cards are barcoded, this is where you
! would scan in the barcode from the back of the patron's card. It is a very
! good idea to give all of your patrons unique numbers. My library is very
! simple and we just assign numbers in order of registration.</para>
! <para>Notice that this field had a * next to it, meaning that it was
! mandatory to fill it out.</para>
! <para>Now fill in the patron's personal information using the</para>
! <itemizedlist>
! <listitem>
! <para>Given Names (First Name)</para>
! </listitem>
!
! <listitem>
! <para>Surname (Last Name)</para>
! </listitem>
!
! <listitem>
! <para>and perhaps the preferred name (Nickname) box.</para>
! </listitem>
! </itemizedlist>
!
! <para>The preferred name will not show up in the search listings or the
! issues screen for a patron. It will show up when one looks at the detailed
! member information screen, however.</para>
!
! <para>Make sure that you use the male/female radio button.</para>
!
! <para>The category pulldown menu is incredibly important! After working so
! hard at determining your patron types, be sure to use this pull down to
! make sure your borrowers are sorted by the computer into the categories
! that you want. For instance, in Massachusetts, I need to turn in
! statistics at the end of the year on Resident and Non Resident use as well
! as Adult and Youth tallies. If I didn't use the options on the pull down,
! my data would be flawed.</para>
!
! <para>Continue filling out the Patron's address. The only two fields
! mandatory are:</para>
!
! <itemizedlist>
! <listitem>
! <para>Postal Address; and</para>
! </listitem>
!
! <listitem>
! <para>Town.</para>
! </listitem>
! </itemizedlist>
!
! <para>BUT this is where you would add the patron's phone number and email
! address, both of which are very useful for reserves.</para>
! <para>Alternate Contact Details is the section I use to add a spouse. You
! could also add a spouse under Given names. If you want to add a child,
! there's a special button just for that, but you need to wait until the
! parent is fully added to use it.</para>
! <para>Under <emphasis>Library Use</emphasis> there are two note fields,
! and it's critical to know the difference between them.</para>
! <para>The Borrower message is what you use if there's something you want
! the borrower to see if they happen to log on to the Koha OPAC. Comments
! like "You accidentally left your glasses, please pick them up at
! circulation." would go here.</para>
! <para>The Circulation message is something that you want your staff to
! see. For instance "Please request that patron return their extra late copy
! of Great Expectations" would be the type of thing that went here.</para>
!
! <para>The sorting fields are new to me, and I think that they might help
! achieve some of the statistics I referred to earlier.</para>
!
! <para>When you're all through this form, click the
! <emphasis>Save</emphasis> button at the bottom. This will take you to the
! detailed borrower record screen.</para>
! </section>
!
! <section>
! <title>The Detailed Borrower Record Screen</title>
!
! <para>This screen is very useful for a number of different reasons. Let's
! first discuss what it contains, and what its contents mean to you.</para>
!
! <para>In the membership record box, you'll note the patron's name and
! address. Note that the Patron's Preferred name or Nickname is listed
! FIRST. This is great to know so that you don't accidentally call someone
! by the wrong name if they are at the desk. Their full name will be in
! parentheses.</para>
!
! <para>The card number is the number that you, the Library, assign to a
! patron. This number is different from the number that Koha assigns a
! patron, which is listed under Membership number.</para>
!
! <para>Phone, fax, email and all that good stuff are here, too.</para>
!
! <para>Whether a patron is current on paying their annual fee is listed
! here, as well. My library does not charge any fees, so the default
! $30/year paid is shown. Don't worry if you don't charge, you'll see this
! anyway.</para>
!
! <para>The expiration of the card is next and the branch they signed up for
! a card at. This is followed by some more personal information.</para>
!
! <para>Next come a number of important green buttons. They are
! labeled:</para>
!
! <itemizedlist>
! <listitem>
! <para>Add Child;</para>
! </listitem>
!
! <listitem>
! <para>Modify;</para>
! </listitem>
!
! <listitem>
! <para>Delete;</para>
! </listitem>
!
! <listitem>
! <para>Change Password; and</para>
! </listitem>
!
! <listitem>
! <para>Modify User Flags.</para>
! </listitem>
! </itemizedlist>
!
! <para>These are all very, very useful and important.</para>
!
! <section>
! <title>Add Child</title>
!
! <para>You would select this option by clicking on it if a patron wanted
! their child to use the same card, provided that your library allows
! that.</para>
!
! <para>The window that results from this selection is much shorter than
! the average Add Member screen, but all of the options that are in the
! Add Child screen have previously been covered under Add Member. So
! nothing should be scary or new to you.</para>
! </section>
!
! <section>
! <title>Modify</title>
!
! <para>Modify is what you select if you accidentally spell someone's name
! wrong, or you need to change a person's phone number, email, et cetera.
! Modify allows you to change whatever personal data you want about a
! given patron. If you need to add or remove a note, modify is also what
! you need.</para>
! </section>
!
! <section>
! <title>Delete</title>
!
! <para>Suppose a member gets added twice, moves on, et cetera and you
! just don't need his or her data cluttering up your database anymore.
! You'd delete his or her record. Don't worry about hitting this selection
! by accident, because Koha will ask for confirmation before you really
! delete the record. However, ONCE YOU DELETE A RECORD, YOU CANNOT GET IT
! BACK AGAIN.</para>
! </section>
!
! <section>
! <title>Change Password</title>
!
! <para>Use this if a member forgets his or her password. Koha will
! generate a password for you, but you can feel free to change the
! gobbledygook that Koha generates. You can also change a member's
! username login from this screen. Both of these things are great features
! because you can let a user select something that they will remember but
! is unique to them.</para>
! </section>
!
! <section>
! <title>Modify User Flags</title>
!
! <para>It is critical that you understand how these permissions work so
! that users only have access to the parts of the database that you want
! them to have access to. Most of the time, you won't need to modify a
! patron's flags. This is especially true if they don't wish to use the
! catalogue at home to request books. The flags you can set are:</para>
!
! <variablelist>
! <varlistentry>
! <term><emphasis>superlibrarian</emphasis> -- Access to all librarian
! functions</term>
!
! <listitem>
! <para>This is fine to give to your systems administrator. However,
! you probably don't want your patrons to have this much access. You
! might not even want to give this level of access to all of your
! staff. Think carefully before you let anyone have total access
! like this.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>circulate</emphasis> -- Circulate books</term>
!
! <listitem>
! <para>This is the permission you give to your staff to let you
! circulate or issue books. If your staff are going to work the
! circulation desk, they will need permission to circulate books,
! and you should be sure to check the check box next to this option.
! Patrons shouldn't have this access level.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>catalogue</emphasis> -- View Catalogue (Librarian
! Interface)</term>
!
! <listitem>
! <para>This lets you view the purple Catalogue screens. If you
! <emphasis>don't</emphasis> want someone cataloguing that oughtn't
! be, then make sure that this option is NOT checked. Obviously,
! people in technical services SHOULD have this option. Remember,
! this doesn't only let someone see the books in the catalogue, it
! lets them modify the records. If someone just wants to search the
! catalogue, the regular OPAC should suffice. This is not something
! that patrons should have access to.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>parameters</emphasis> -- Set Koha system
! paramters</term>
!
! <listitem>
! <para>This is an option that I would think would only be suitable
! for your systems administrator. There's really no reason to have
! too many people on staff have this access. However, you will need
! to let a cataloguer have access to this as the Import in Reservoir
! option is part of parameters. This is definitely not a permission
! you want to allow to your patrons.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>borrowers</emphasis> -- Add or modify
! borrowers</term>
!
! <listitem>
! <para>All staff who man your desks should have access to this
! option so that they can issue cards and edit borrower records.
! This is once again a patron no no.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>permissions</emphasis> -- Set user
! permissions</term>
!
! <listitem>
! <para>This is the option that allows a user to allow other users
! access to parts of the database. Only systems administrators or
! people you really trust should have this level of access.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>reserveforothers</emphasis> -- Reserve books for
! patrons</term>
!
! <listitem>
! <para>This is an option that your staff should have access to so
! that they may place holds for patrons. Suppose a patron is helping
! another patron who is homebound. That would be a case where I
! could see granting this permission to a patron. A teacher could
! reserve books for kids that they teach. In general, though, it is
! an option I would reserve for staff.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>borrow</emphasis> -- Borrow books</term>
!
! <listitem>
! <para>Everyone in good standing ought to have access to this
! feature. If you wanted to make it so that someone COULDN'T borrow,
! then you would revoke priviledges by unchecking this box.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>reserveforself</emphasis> -- Reserve books for
! self</term>
!
! <listitem>
! <para>Everyone in good standing again ought to enjoy this feature.
! I could see having it off if someone is abusive of holds or you
! reserve books on a fee system or perhaps you disallow reserves
! entirely.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>editcatalogue</emphasis> -- Edit Catalogue (Modify
! bibliographic/holdings data)</term>
!
! <listitem>
! <para>This is a permission your cataloguer should enjoy. You don't
! want your patrons to have this one, or you won't have your sanity
! too long.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>updatecharges</emphasis> -- Update borrower
! charges</term>
!
! <listitem>
! <para>This allows a user to change how much money someone owes. I
! think that it might even allow them to mark an item returned, but
! I'm not certain.</para>
! </listitem>
! </varlistentry>
!
! <varlistentry>
! <term><emphasis>acquisition</emphasis> -- Acquisition and/or
! suggestion management</term>
!
! <listitem>
! <para>Only your head of Acquisitions should have permission to do
! this.</para>
! </listitem>
! </varlistentry>
! </variablelist>
! </section>
</section>
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