[Koha-patches] [PATCH] More Updated Help Files
Nicole Engard
nengard at gmail.com
Fri Aug 14 02:30:42 CEST 2009
---
.../prog/en/modules/help/circ/circulation.tmpl | 59 +++++++++++++--
.../prog/en/modules/help/circ/reserveratios.tmpl | 2 +
.../prog/en/modules/help/circ/returns.tmpl | 77 +++++++++++++++++++-
.../prog/en/modules/help/members/messaging.tmpl | 4 +-
.../en/modules/help/offline_circ/process_koc.tmpl | 42 +++++++++++
.../prog/en/modules/help/tools/letter.tmpl | 22 +------
.../en/modules/help/tools/manage-marc-import.tmpl | 8 ++
7 files changed, 179 insertions(+), 35 deletions(-)
create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tmpl
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl
index 18fe94a..bd9056b 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl
@@ -1,13 +1,56 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
-<h1>Circulation Check Out (Issues)</h1>
+<h1>Check Out (Issues)</h1>
-<h2>Q: How do I check out an item to a patron?</h2> <p> A: Start by scanning the patron’s barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item’s identifying number (usually a barcode). If the item can be checked out without problems, it will be done immediately and shown with other patron checkouts at bottom. </p>
-<h2>Q: How do I set up a sticky date?</h2><p>A: If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the “Sticky Due Date” to set the date due before scanning the first item. </p>
-<h2>Q: What to do I do if there is a problem with a checkout?</h2> <p>A: If there is a problem with an checkout, then a box will appear and ask for confirmation, if possible. Confirming will override the system and check out the item. </p>
-<h2>Q: What can I do with a blocked checkout?</h2> <p> A: If the checking out is really impossible (for example, the barcode does not exist), then you can’t confirm the checkout. </p>
-<h2>Q: What happens if an item is checked out to another patron?</h2><p> A: Confirming will checkout the check out and automatically check in the item from the other patron account. </p>
-<h3>INFORMATION: BRANCH AND PRINTER SETTINGS.
-</h3> <p>Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch. </p>
+<ul>
+ <li>Type or scan item barcodes in the 'Check out' field.<br />
+ <ul>
+ <li style="color: #990000">IMPORTANT: Depending on your barcode scanner's settings you may have to click 'Submit' after scanning the barcode</li>
+ <li style="background-color: #ffe599">TIP: You can use the 'Specify Due Date' field to change the programmed due date if you want to offer an exception. <br />
+ </li>
+ </ul>
+ </li>
+ <li>Click 'Check out'</li>
+ <li>If
+ the patron has overdue items a note will appear on the patron record to
+ that affect so that the circulation staff can manage the situation
+ while the patron is present<br />
+ </li>
+ <li>If the patron has any outstanding fines it will also appear on the patron record<br />
+ </li>
+ <li>Once you have finished checking out items, you can print a receipt by clicking Print > Print Slip<br />
+
+ <ul>
+ <li style="background-color: #ffe599">TIP: Find out more about printing to your receipt printer here: <a id="au6g" href="http://wiki.koha.org/doku.php?id=receipt_printing" title="http://wiki.koha.org/doku.php?id=receipt_printing">http://wiki.koha.org/doku.php?id=receipt_printing</a> <br />
+ </li>
+ </ul>
+ </li>
+ <li>If a patron has reached the max fine amount, check out will be disabled<br />
+
+ <ul>
+ <li style="background-color: #ffe599">TIP: The noissuescharge system preference defines when checkouts will be disabled
+ <ul>
+ <li><em>Get there: </em>More > Administration > Circulation > noissuescharge</li>
+ </ul>
+ </li>
+ </ul>
+ </li>
+ <li>If a circulation librarian marks a patron as 'Gone no Address', then the patron will be unable to check items out<br />
+
+ <ul>
+ <li>A warning will appear if a librarian tries to check an item out to a patron who has been marked as 'Gone no Address'<br />
+ </li>
+ </ul>
+ </li>
+ <li>If a patron has been 'Debarred' you will not be able to check out items<br />
+
+ <ul>
+ <li>A warning will appear if a librarian tries to check an item out to a patron who has been marked as 'Debarred'<br />
+ </li>
+ <li>A warning will appear if a librarian tries to check an item out to a patron who has expired<br />
+ </li>
+ </ul>
+ </li>
+</ul>
<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl
index 2778d9e..658a54d 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl
@@ -4,3 +4,5 @@
<p>This will show you the number of items you have to order for your library to meet your library's hold per item ratio. By default it will be set to the library needing 3 items per hold that has been placed. The report will tell you how many additional items need to be purchased to meet this quota.</p>
+<!-- TMPL_INCLUDE name="help-bottom.inc" -->
+
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl
index e40da0e..df7a2d3 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl
@@ -2,9 +2,78 @@
<h1>Circulation Check In (Returns)</h1>
-<h2>How do I check in (return) an item?</h2><p>Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.</p>
-<h2>What happens if a patron has debts?</h2><p>A red box will alert you. Fines are calculated and posted the following day.</p><p>If you know the items all have fines or debts associated with them, you can chose to "Forgive All Debts" by using the Check box. By usiing this check box, no charges will be placed against the patrons account.</p>
-<h2>What happens if the item is on reserve?</h2><p>A red typed alert saying "Reserve Found" will be displayed along with the Reserve listing information. Click on the confirm button to proceed. If the item is confirmed than the items status will be changed to "waiting". If the item is requested by someone in another branch, then you must validate the transfer.</p> <h3>WARNING: BRANCH AND PRINTING SETTINGS.
-</h3><p>Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations (or returns) from a workstation, after which a browser cookie will remember the correct settings. If you do returns under the wrong branch settings Koha will reset the location of all items scanned to the incorrect branch</p>
+
+<ul>
+ <li>Click 'Check In' on your global navigation bar.<br />
+ <ul>
+ <li style="background-color: #ffe599">TIP:
+ Do not use this method to check items in if you want to forgive fines
+ or use dropbox mode, instead use the check in form found under
+ Circulation.
+ <ul>
+ <li><em>Get there:</em> Circulation > Check In</li>
+ </ul>
+ </li>
+ </ul>
+ </li>
+ <li>Type or scan the item barcode into the 'check in' box.
+ <ul>
+ <li style="color: #990000">IMPORTANT: Depending on your barcode scanner's settings you may have to click 'Submit' after scanning the barcode</li>
+ </ul>
+ </li>
+ <li>You will be brought to a confirmation page for the checked in item.<br />
+ <ul>
+ <li style="background-color: #ffe599">TIP: When you have multiple
+ branches in your system, Koha will notify you when a book needs
+ returned to its home branch. </li>
+ </ul>
+ </li>
+ <li>To
+ check in additional items enter the barcodes into the field at the top
+ of the screen or the field above your list of checked in items
+ <ul>
+ <li style="background-color: #ffe599">TIP:
+ The only difference between these fields is that the quick check-in box
+ at the top will produce a confirmation for one book at a time, the box
+ above the list of 'Checked-In items' will continue to update the list.</li>
+ </ul>
+ </li>
+ <li>If checking in a book from the 'Check In' page you will have two options to choose from before checking the item in</li>
+ <li>Should you want to forgive any overdue fines on the item you're checking in, you can click the 'Forgive overdue charges' box.</li>
+ <li>If
+ you are checking in items returned after the library closed the
+ previous night (or after a holiday closing) you can check the 'Dropbox
+ mode' option to have the system ignore any fines that may have been
+ accrued while the library was closed.
+ <ul>
+ <li style="background-color: #ffe599">TIP: Dropbox mode will check the calendar and assume that the book was returned on the last day that the library was open.</li>
+ </ul>
+ </li>
+</ul>
+<h2>Questions</h2>
+<h3>What happens if I check in an item that was thought to be lost? <br />
+</h3>
+<p>
+When you check it in you will get a message telling you that the book has been marked as found.
+</p>
+<p>
+This means that the Lost status is changed on the item back to available.
+</p>
+<h3>How is the dropbox date is determined? <br />
+</h3>
+<p>
+Is it the last open date for the
+checkout branch? Is it today's date minus one? Can the dropbox checkin
+date be set? If the library is closed for four days for repairs, for
+example, there would be more than one day needed for the dropbox date.
+</p>
+<p>
+You will only have one dropbox date and that will be the last day that
+the library open (determined by the holiday calendar) because there is
+no real way to know what day the
+books were dropped into the box during the 4 closed days. The only way
+to change the effective checkin date in dropbox mode is to modify the
+calendar.
+</p>
<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl
index df7b925..8cba0e0 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl
@@ -1,8 +1,8 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
-<h1>Patron Messaging Preferences</h1>
+<h1>Patron Messaging Queue</h1>
-<p>This tab allows librarians to assign advaned messaging preferences to patrons. Patrons can also set these options via the OPAC.</p>
+<p>This tab shows the status of patron notification messages. Once a message is sent it will say so in the status column.</p>
<ul>
<li>
<span style="background-color: #ffe599">
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tmpl
new file mode 100644
index 0000000..86db89b
--- /dev/null
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tmpl
@@ -0,0 +1,42 @@
+<!-- TMPL_INCLUDE NAME="help-top.inc" -->
+
+<h1>Offline Circ File Uploader</h1>
+
+
+<p>
+The Offline Circulation tool can be used should your library lose Internet access. Learn more about the tool here: <a href="http://kylehall.info/index.php/projects/koha-tools/koha-offline-circulation/">http://kylehall.info/index.php/projects/koha-tools/koha-offline-circulation/</a>
+</p>
+<p>
+Once you regain access to your Koha database you can upload the data you collected in the Offline tool.
+</p>
+<ol>
+ <li>Go to Circulation</li>
+ <li>Click on the “Offline Circulation File (.koc) Uploader" option. </li>
+ <li>
+ In the pop up window, specify the file you wish to upload and click the “Upload file” button. <br />
+ </div>
+ </li>
+ <li>
+ When the upload process is complete that status bar will say 100%<br />
+ </li>
+ <li>
+ Click the “Process offline circulation file” button to process the data.
+ <ul>
+ <li style="color: #990000">IMPORTANT: If any of the barcodes are invalid there will be an empty set of parentheses.</span>
+ </li>
+ </ul>
+ </li>
+</ol>
+<h2>Questions</h2>
+<h3><strong>Why do I want to keep a copy of my offline circ file?</strong></h3>
+<p>
+Once
+a file has been uploaded the data remains in the file. The library may
+want to keep a copy of the file in another directory, or change the
+file extension frm .koc to .txt. The utility only looks at files with
+a .koc extenison. If this isn't done, staff may accidentally add new
+data to an old file.
+</p>
+
+
+<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl
index ba121ba..4e16e07 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl
@@ -32,24 +32,4 @@ IMPORTANT: Currently, Koha can not reference multiple biblios in a single notice
How do I schedule overdue notices?</h3>To schedule overdue notices, you must use Koha's 'Notice/Status Trigger' tool.<br/>
<ul>
<li><em>Get there:</em> More > Tools > Overdue notice/status triggers</li>
- </ul><h3>
- Where else do I use notices?</h3>In addition to ODUE ('Overdue Notice'), there are two other notices that come pre-defined in Koha:<br/>
- <ul>
- <li>ACQCLAIM (Acquisition Claim): Used in the claimacquisition module
- <ul>
- <li><em>Get there:</em> More > Acquisitions > Late issues</li>
- </ul></li>
- </ul>
- <ul>
- <li>RLIST (Routing List): Used in the serials module
- <ul>
- <li><em>Get there:</em> More > Serials > New Subscription</li>
- <li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from dropdown 'Patron notification').<br/>
- <ul>
- <li>
- <span style="background-color: #ffe599">
-TIP: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool</span></li>
- </ul></li>
- </ul></li>
- </ul>
- </div> <!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
+ </ul> <!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl
index f6cab94..36965ca 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl
@@ -12,4 +12,12 @@
<li>After your import is complete, you will be given a summary of the import and the ability to undo your actions</li>
</ul>
+ <h2>Cleaning Staged Records</h2>
+<ul>
+ <li>Next to each entry on the list of imported files to import is a clean button. </li>
+ <li>Clicking 'clean' will clear those records from the database</li>
+ <li style="color: #ff0000">IMPORTANT: This cannot be undone.</li>
+</ul>
+
+
<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
--
1.5.6.5
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