[Koha-patches] [PATCH] Updated help files - Part 3
Nicole Engard
nengard at gmail.com
Sat Aug 15 02:47:13 CEST 2009
---
.../prog/en/modules/help/acqui/lateorders.tmpl | 13 +
.../prog/en/modules/help/admin/aqbookfund.tmpl | 43 +++-
.../en/modules/help/cataloguing/addbiblio.tmpl | 238 +++++++++++++++++++-
.../en/modules/help/suggestion/acceptorreject.tmpl | 71 +++++-
4 files changed, 342 insertions(+), 23 deletions(-)
create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl
new file mode 100644
index 0000000..70ff67f
--- /dev/null
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl
@@ -0,0 +1,13 @@
+<!-- TMPL_INCLUDE NAME="help-top.inc" -->
+
+<h1>Late Orders</h1>
+<p>
+Late orders is a report that checks for orders that were placed X days ago and still haven't been marked as received.
+</p>
+<ul>
+ <li>Click on 'Late Orders' on the menu on the left</li>
+ <li>You will be presented with a list of orders with baskets that have been closed for 30+ days</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/admin/aqbookfund.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl
index 0097268..c9f0cd9 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl
@@ -1,10 +1,41 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
<h1>Fund Administration</h1>
+<p>
+<span style="background-color: #ffe599">TIP: Funds may be ignored if you are setting your Global System Preferences for 'Acquisitions' to
+"simple" acquisitions: the funds are only useful when using "normal"
+acquisitions.</span><strong><br />
+</strong>
+</p>
+<h2>Funds & Budgets<br />
+</h2>
+<p>
+"Funds" are accounts that you establish to track your
+expenditures for library materials. They may be used for any kind of
+material and should match the lines in your materials budget. For
+instance, if your library establishes a budget line for books, another
+for audiovisual materials, a third line for magazines, and a fourth
+budget line for electronic databases, then you would have four funds.<br />
+<br />
+<span style="background-color: #ffe599">TIP: The first time you access this page, you will be asked to add your
+first fund -- thereafter you will have the option of editing and
+deleting funds.</span>
+</p>
+<h2>Adding a Fund</h2>
+<ul>
+ <li>Click 'New Fund'</li>
+ <li>Each fund has a unique fund code, limited to a maximum of five characters, which identifies it</li>
+ <li>Enter in a fund name to provide more information for staff members about the fund</li>
+ <li>Funds can be library/branch specific if needed, but this is an optional field</li>
+ <li>Once a fund is created a budget can then be applied to it</li>
+ <li>Click 'Add budget' next to the fund you want to edit</li>
+ <li style="color: #990000">IMPORTANT: Your dates will not save correctly unless you have set your date
+ format ('dateformat') in the Global System Preferences under 'I18N/L10N' -- DO
+ THIS BEFORE setting budgets</li>
+ <li>Once budgets have been added you can see/search them all by clicking 'Show all budgets' under the list of funds</li>
+ <li>Budget information will also be accessible via the 'Acquisitions' module<br />
+ </li>
+</ul>
+From this module you can easily see what has been spent from each budget
-<p>The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.</p>
-<p>Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.</p>
-<p>"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.</p>
-<p>Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.</p>
-<p>Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.)</p>
-<p>NOTE: Your dates will not save correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)</p><!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
+<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl
index 961c575..9d29ef4 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl
@@ -1,15 +1,241 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
-<h1>Add MARC Record Help</h1><h2>How do I add the cataloging data?</h2>
+<h1>Cataloging</h1>
+<p>
+Cataloging in Koha can be done one of two
+ways. This manual will explain how to use the labeled MARC view for
+cataloging. The other way to catalog is to use the ‡bilbios cataloging
+plugin.
+</p>
+<h2>Adding a Bib Record<br />
+</h2>
+<p>
+To
+catalog a new record, you need to be in Koha's 'Cataloguing' module.
+You can find this module in your global nav at the top of the screen,
+under the 'More' dropdown list.
+</p>
+<ul>
+ <li>
+ Start by searching the catalog to see if your item is already in the system</li>
+ <li>
+ If 'no results found', click on 'New Record' and choose a 'framework' from the dropdown box. </li>
+ <li style="background-color: #ffe599">TIP: Choose 'default' if you have not yet created a new framework
+ <ul>
+ <li>To create a framework you must go into the administration section
+ <ul>
+ <li><em>Get there: </em>More > Administration > MARC Bibliographic Framework
+ </li>
+ </ul>
+ </li>
+ </ul>
+ </li>
+</ul>
+<ul>
+ <li style="background-color: #ffe599">TIP: To quick start copy cataloging, instead of clicking the 'New Record' button, click the 'Z30.50 Search' button to search for a record from another target.</li>
+ <li>From the 'Add MARC Record' page, you have two options for cataloging new records</li>
+</ul>
+<ul>
+ <li>
+ <ul>
+ <li>Original cataloging OR
+ </li>
+ </ul>
+ <ul>
+ <li>Copy cataloging using the Koha's Z39.50 search
+ <ul>
+ <li style="color: #990000">IMPORTANT: You must first set up Z39.50 Search Targets
+ <ul>
+ <li><em>Get there: </em>More > Administration > Additional parameters > Z39.50 Client Targets</li>
+ </ul>
+ </li>
+ </ul>
+ </li>
+ </ul>
+ </li>
+</ul>
+<h2>
+Original Cataloging</h2>
+<ul>
+ <li>
+ Use the numerical tabbed interface to go through your MARC record
+ <ul>
+ <li>TIP: 1xx fields will be found under tab 1, 2xx fields will be found under tab 2, etc</li>
+ </ul>
+ </li>
+ <li>To help with your original cataloging, Koha has some built in plugins denoted by an ellipsis (...) at the end of the field. <br />
+ <ul>
+ <li>Some of these will automatically enter the data just by clicking in the text field, others require that you click on the '...'
+ </li>
+ </ul>
+ </li>
+</ul>
+<h3>Leader Plugin</h3>
+<strong>
+</strong>
+<ul>
+ <li>The Leader is a fixed field at the beginning of each MARC
+ record that contains coded information for the processing of the
+ record.
+ </li>
+ <li>Koha has no need for Leader information and does not use
+ it. However, Koha can store Leader data, and can help you build your
+ own Leader data.</li>
+ <li>
+ When you create (or edit) bibliographic records, clicking on the '...'
+ to the right of the Leader field will open a pop-up window to guide you
+ through the creation of your MARC Leader.</li>
+ <li>Make the appropriate choices from the pull-down menus, and Koha will
+ create the encoded Leader data and insert it into your 000@ subfield. </li>
+ <li>You now have Leader data stored with your records, should you ever need
+ it for some other application.</li>
+</ul>
+<h3>Adding Additional Fields</h3>
+<ul>
+ <li>When editing MARC fields you can duplicate fields (that are repeatable) by clicking the plus (+) next to the field or subfield<br />
+ <ul>
+ <li>When clicking plus (+) it will automatically duplicate the data in the field into a new field</li>
+ <li>When
+ clicking minus (-) it will delete the field or subfield if there is
+ another of the same field or subfield. If you click minus (-) when
+ there are no other repeats of the field or subfield it will delete the
+ field contents.</li>
+ </ul>
+ </li>
+ <li>By default subfields will appear
+ in alphabetical order. You can move these fields to the right order by
+ clicking the ^ to the left of the subfield
+ </li>
+</ul>
+<h3><strong>Authority Plugin</strong></h3>
+<ul>
+ <li>Some fields (such as the 100) offer Authority Plugins</li>
+ <li>Click the '...' to the left of the field</li>
+ <li>
+ Search for the authority
+ </li>
+ <li>
+ Click 'choose' next to the matching record and it will auto fill the fields in your MARC record<br />
+ </li>
+</ul>
+<h2>
+<strong> Using Z39.50 for Copy Cataloging</strong></h2>
+<p>
+To perform a Z39.50 search
+</p>
+<ul>
+ <li>Enter data into at least one of the following MARC fields
+ <ul>
+ <li>Title - 245</li>
+ <li>ISBN - 020</li>
+ <li>ISSN - 022</li>
+ <li>Author - 100</li>
+ </ul>
+ </li>
+ <li>
+ Click 'z39.50 Search'</li>
+ <li>
+ Alter your search and choose Z39.50 targets from the pop-up window
+ </li>
+ <li>
+ TIP: First make sure you have set up your Z39.50 search targets
-<p>Depending on the chosen framework, the various MARC tags will appear on each tab. Use the tabs across the top of the page to enter record data.</p>
+ <ul>
+ <li>
+ <em>Get there: </em>More > Administration > Additional Parameters > Z39.50 Client Targets
-<h2>What is the z39.50 search?</h2>
+ </li>
+ </ul>
+ </li>
+</ul>
+<ul>
+ <li>Click on 'import' to import the record of your choice.</li>
+ <li>
+ Koha
+ will auto-fill the fields in your new MARC record with the values
+ supplied by the record you've just imported from the Z39.50 search.
+
+ </li>
+ <li>
+ You can now add/edit fields to the record.
+
+ </li>
+ <li>
+ Click 'Save' when you are done.
+
+ </li>
+</ul>
+<h2>Editing a record</h2>
+<p>
+Editing a record is mostly the same as adding
+a record except that you will find that your fields will only display
+the subfields that you entered data in. When adding a new record you
+will see this for a 650 field.
+</p>
+<p>
+When editing you will only see
+</p>
+<p>
+To show all possible subfields in the framework, click on the text of the MARC field
+</p>
+<h2>Deleting Records</h2>
+<ul>
+ <li style="background-color: #ffe599">TIP: To delete a BIB Record, first delete all holdings
+ (items) attached to the bib. </li>
+ <li>Select Delete from the Edit dropdown
+ menu in the normal view of the record. <br />
+ <ul>
+ <li>Note: the delete option on the
+ Edit dropdown menu will be grayed out when holdings exist. It will only
+ allow you to delete the bib record after all the holdings (items) have
+ been deleted.</li>
+ </ul>
+ </li>
+</ul>
-<p>Koha has an built in z39.50 client that can be used to query any number of z39.50 servers. To use the z39.50 search enter at least the ISBN and Title. The search will give you results form the servers you query. Select the record you wish to use and the fields will be populated with cataloging information from that server.</p><p>To use this feature you will need to setup z39.50 servers to query under "System Administration".</p>
+<h2>Questions<br />
+</h2>
-<h2>What do the "..." mean?</h2>
+<h3>"I searched on the MARC record I just added, and no results were found"</h3>
+<p>
+If your catalog changes aren't visible in search results, it is because
+of the indexing process. Indexing can take anywhere from 1 minute to 4
+hours, depending on the load. If you do not see the new records by the
+following day, (24hrs) contact your system administrator. <br />
+</p>
+<h3>How to reorder my subject heading subfields so they appear in the proper order?</h3>
+<p>
+By default Koha alphabetizes your 6xx subfields, but you can easily
+move them around by clicking on the arrow on the left hand side of the
+subfield. This will allow you to put the headings in the order that
+best suits your item.
+</p>
+<h3>Can I duplicate a record in my system to do some copy cataloging?<br />
+</h3>
-<p>The ... to the right of the input field are used to indicate that this field uses a plugin. Various plugins have been created to help make it easier to catalog records more quickly.</p><p>If you click in the input field of any field that has a ..., the field will be populated with the default data for the plugin. This default data is set either by the plugin itself or system preferences.</p><p>Clicking on the ... for some plugins will bring up a pop up window where you can make various selections to populate the field. This is partiuclarly useful for Leaders and other data element fields.</p><p>Talk to your system administrator about loading additional plugins for use in this module.</p>
+<ul>
+ <li>Search for the record you'd like to copy</li>
+ <li>Choose the record by clicking on the title</li>
+ <li>Click on 'Edit'</li>
+ <li>Choose to 'Edit as New (Duplicate)'</li>
+ <li>After editing your record, click 'Save'</li>
+ <li>You will be warned that this record was a duplicate</li>
+ <li>Choose 'No' to save this as a new record</li>
+</ul>
+
+<h3>How do I overlay a full
+bib record over the brief one that was added at acquisitions?</h3>
+<p>
+The librarian added orders using the form in Koha, then
+'received' them on that brief record. Is there a way to download the full record right in acquisitions so
+that the item gets attached to that full record? Or if not that, a way
+to replace the brief record with a complete one?</p>
+<p>Search for the partial record in your catalog and then go to Edit >
+Edit Record and from there you can do a Z39.50 search to pull in a more
+full record or you can do your full cataloging there.
+</p>
+<p>
+
+</p>
<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl
index fb369c5..b0c6dc7 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl
@@ -1,15 +1,64 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
<h1>Suggestions Management</h1>
-
<h2>What are Purchase Suggestions?</h2>
-<p>Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.</p>
-<p>To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").</p>
-
-<h2>How do I manage suggestions?</h2>
-<p>Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.</p>
-<p>Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".</p>
-<p>Marking an item as "Rejected", will move the selected item to the rejected tab.</p>
-<p>When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are AuthoriZed values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.</p>
-<p>The authorized values for "Reason" can be set under System Administration > Authorized Values. From the drop down select the "SUGGEST" authorized value category and add your custom reasons.</p>
-<p>Once the status and reason have been selected, these will display for the suggestor in the OPAC.</p><!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
+<p>
+Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.
+</p>
+<p>
+<span style="color: #990000">IMPORTANT: To use this feature, purchase suggestions need to be turned on in
+system preferences.</span> <br />
+
+</p>
+<ul>
+ <li><em>Get there:</em> More > Administration > Global System Preferences > OPAC > suggestion</li>
+</ul>
+<span style="color: #990000">IMPORTANT: Suggestions are only managed here if the emailPurchaseSuggestions preference is turned off.<br /></span>
+
+<ul>
+ <li><em>Get there:</em> More > Administration > Global System Preferences > Acquisitions > emailPurchaseSuggestions</li>
+</ul>
+<h2>Manage Suggestions<br />
+</h2>
+<p>
+To manage suggestions, go to More > Acquisitions
+</p>
+<ul>
+ <li>Click 'Manage suggestions'</li>
+ <li>If you have suggestions to manage they will appear here
+ </li>
+ <li style="color: #990000">IMPORTANT: You need to have authorized values for 'Reason' already set before working with suggestions</li>
+ <ul>
+ <li style="background-color: #ffe599">TIP: Reasons are the librarian's reason for accepting/rejecting request</li>
+ <li>If reasons are not set the Suggestions page will will look like this:<br />
+ </li>
+ <li>If you get this error, click 'authorized values'
+ <ul>
+ <li style="background-color: #ffe599">TIP: You can also edit these values by going to More > Administration > Authorized Values</li>
+ </ul>
+ </li>
+ <li>Choose SUGGEST from the pull down
+ <br />
+ </li>
+ <li>Enter a short 'Authorized value' and a longer 'Description' (this second field is optional)<br />
+ </li>
+ <li>This will result in a list of values that can be added to or edited at any time
+ <br />
+ </li>
+ <li>It will also add these values to the pull down on the manage suggestions page
+ <br />
+ </li>
+ </ul>
+ <li>If there are no errors, continue to approving or rejecting the request and submitting a reason
+ <br />
+ </li>
+ <li style="background-color: #ffe599">TIP: By choosing 'Others...' from the reason pull down you will be able to enter a free text reason.<br />
+ </li>
+ <li>After choosing your reason, click 'Change Status'</li>
+ <li style="background-color: #ffe599">TIP: Statuses can be updated in bulk by choosing from the pull down at the bottom and clicking 'Mark all with this reason'<br />
+ </li>
+ <li>The item will be moved to the 'Accepted' or 'Rejected' menu</li>
+ <li>If you accidentally pick the wrong option (accept or reject) you can always edit your selection by visiting the appropriate tab</li>
+</ul>
+
+<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
--
1.5.6.5
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