[Koha-patches] [PATCH] Updated help files.
Nicole Engard
nengard at gmail.com
Wed Sep 23 21:11:08 CEST 2009
>From 48f3e6e5cb363f2502ceb52dd79ddb4720a1dd7a Mon Sep 17 00:00:00 2001
From: Nicole Engard <nengard at gmail.com>
Date: Tue, 22 Sep 2009 08:08:24 -0400
Subject: [PATCH] Updated help files.
Content-Type: text/plain; charset="utf-8"
---
.../prog/en/modules/help/admin/admin-home.tmpl | 23 +++--
.../en/modules/help/virtualshelves/shelves.tmpl | 105 ++++++++++++++++----
2 files changed, 100 insertions(+), 28 deletions(-)
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
index 0d50ad3..9024cf5 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
@@ -2,15 +2,24 @@
<h1>Administration Help</h1>
-<h2>How to configure Koha?</h2>
-<p>There are two parts to the System Administration in Koha.</p>
+<p>The administration area is where you set all of your preferences
for the system. Preference are broken down into several
categories.</p>
-<h3>System Preferences</h3>
+<h3>Global System Preferences</h3>
<p>Koha has an extensive set of system preferences. The system
preferences control all the various features within Koha and whether
they are active in your install or not. System preferences are
generally set once at install and then not changed.</p>
-<p>If you are not sure what combination of system preferences to
use, try using one of the sample profiles at install. Note: many
preferences interact with each other. Turning on one system preference
may require that others are also set.</p>
+<p>If you are not sure what combination of system preferences to
use, try using one of the sample profiles at install. </p>
+<p style="color: #990000">IMPORTANT: many preferences interact with
each other. Turning on one system preference may require that others
are also set.</p>
-<h3>System Parameters</h3>
-<p>System parameters is where library policies are set and governed.
It is best to set your system preferences, and then to work through
the Parameters in the order that they appear on this page.</p>
-<p>Note not all system parameters are required to be set. For example
if you do not plan to use budget based acquisitions, then Accounts and
Budgets, Currencies and Exchange Rates can be ignored. For more
detail, see the Koha Wiki (wiki.koha.org) and KohaDocs
(www.kohadocs.org).</p>
+<h3>Basic Parameters</h3>
+<p>Basic parameters is where library policies are set and governed.
It is best to set your system preferences, and then to work through
the Basic Parameters in the order that they appear on this page.</p>
+<p>Note not all basic parameters are required to be set. For example
if you do not plan to use budget based acquisitions, then Accounts and
Budgets, Currencies and Exchange Rates can be ignored.</p>
+
+<h3>Patrons and Circulation</h3>
+<p>These parameters help with the control of patron records and
circulation rules. It is best to make sure you set the basic
parameters before visiting this section.</p>
+
+<h3>Catalog</h3>
+<p>Catalog parameters assist in configuring the cataloging
functionality within Koha.
+
+<h3>Additional Parameters</h3>
+<p>This list of parameters includes functionality that didn't fit in
any other category. These items are optional and may not need to be
altered depending on how your library is using Koha.</p>
<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
index e01a7b5..0341f8c 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
@@ -1,25 +1,88 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
<h1>Lists</h1>
+
+<p>Lists are permanent lists of items, similar to 'favorites'. Lists
can be used to keep track of 'favorites' or to create reading lists as
a readers' advisory tool. Items in a list link directly to your
catalog.</p>
-<h2>Q: What are "Lists"?</h2>
-<p>Lists are editable, permanent book lists. If the 'virtualshelves'
Systems Preference has been enabled, both staff and patrons may create
Lists. An item included on a List is directly linked to that
item’s bibliographic record in the Online Catalog. Clicking on
the item will take you directly the the item’s “Details
Screen” and allow you to check for availability, find the
item’s location or reserve the item.</p>
-
-<p><strong>IMPORTANT:</strong> Patrons must be logged in to their
account online to create and edit lists. </p>
-<h4>TIP: Why staff might use Lists </h4>
-<p>Lists are a great tool for Reader’s Advisory. Staff can use
Lists to create a variety of reading lists for patrons (for example,
according to age and reading level, or on specific
topics).</p><h4>TIP: Why educators might use Lists </h4>
-<p>Lists can be used by professors to create a bibliography/reading
list for class assignments. Clicking on an item in a List connects
directly to the details page of that item in the Online Catalog.
Students can easily see where the item is in the library and whether
or not ist is available for checking out.</p><h2>Q: What types of
"Lists" are there?</h2>
-<p>Koha supports two types of Lists:</p>
- <ul>
- <li>Public Lists: Anyone may view a public list, but only the
person who created it may edit it.</li>
- <li>Private Lists: Only the person who created the list may view
and edit it.</li>
- </ul><h4>TIP: Patron uses for Lists </h4>
-<p>Patrons can use Lists to share their reading favorites/
preferences with other patrons by creating one or more “Public
Lists”. By creating “Private Lists”, patrons can
keep lists of what they’ve read, or what they want to read for
research or recreation.</p><h2>Q: How do I create a new
"List" from the Staff Intranet?</h2>
-<p>To create a new List:</p>
- <ol>
- <li>Click on “Lists” (You should see a list of shelves
that have already been created)</li>
- <li>Click 'New List'</li>
- <li>Name your list</li>
- <li>Choose a “Category” (”Public” or
“Private”)</li>
- <li>Click 'Save'</li>
- </ol><!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
+<p>There are three kinds of 'lists'</p>
+
+<ul><li>'private': private lists can only be viewed and edited by the
user who created the list.</li>
+ <ul><li style="background-color: #ffe599">TIP: Any logged in
patron can create a private list</li></ul>
+<li>'public': public lists can be viewed by the public (anyone) but
only edited by the user who created the list.</li>
+ <ul><li style="background-color: #ffe599">TIP: Any logged in
patron can create a public list</li></ul>
+<li>'free': free lists can be viewed or edited by any user</li>
+ <ul><li style="background-color: #ffe599">TIP: Only staff
can create free lists, but any patron can edit them via the OPAC once
created</li>
+ <li style="color: #990000">IMPORTANT: Keep in mind that any
visitors to your OPAC can alter this list.</li></ul>
+</ul>
+
+<p style="color: #990000">IMPORTANT: To use lists this function must
be enabled in your system preferences</p>
+<ul>
+<li><em>Get there:</em> Administration > System Preferences > OPAC >
virtualshelves</li></ul>
+
+<h2>To add (create) a new list</h2>
+<ul>
+<li>Click on 'New List'</li>
+<li>Enter a 'Name' for your list in the field provided</li>
+<li>The 'Owner' should automatically be the individual logged into
the Koha staff interface</li>
+<li>Choose a 'Category' for your new list (options are 'private',
'public' or 'free' as explained above)</li>
+<li>Click 'Save'</li>
+</ul>
+
+<h2>Edit Lists</h2>
+<ul>
+<li>Click on 'edit' next to the list you wish to edit OR click on the
name of the list and then click 'Edit List'</li>
+<li>Edit details</li>
+<li>Click 'Save'</li>
+</ul>
+
+<p style="background-color: #ffe599">TIP: For instance, let's say you
were putting together a reading list. You could make that list
'private' until items had been added, then 'edit' the list to change
the 'category' to public when you were ready for the list to be seen
by other users.</p>
+
+<h2>Placing Holds from Lists</h2>
+
+<p>You can easily place a hold on multiple items from a list simply
by clicking the checkboxes and then the 'Place Hold' button</p>
+
+<h2>Deleting a List</h2>
+<ul>
+<li>Click on 'Delete' next to the list you wish to delete OR click on
the name of the list and then click 'Delete List'</li>
+<li>You will be asked "Are you sure you want to delete this List?"</li>
+<li>If yes, click 'OK'. If no, click 'Cancel'</li>
+<li>If your list is populated, you will be prompted one more time to
confirm whether you want to delete the list</li>
+<li>Click 'Confirm' next to the list you want to delete to delete it
permanently</li>
+</ul>
+<h2>Questions</h2>
+
+<p><strong>Can I add items to a staff list right from the 'Lists'
module?</strong></p>
+
+<p>Yes! To add an item to a list from the 'Lists' management module...</p>
+
+<ul>
+<li>Click on the name of the list you wish to add items to</li>
+<li>Scan or paste the barcode/s of the item you wish to add</li>
+<li>Click 'Add'</li>
+</ul>
+
+<p><strong>Can I add items to the list from the detail page?</strong></p>
+
+<ul>
+<li>Click on 'Search the catalog' in your search bar'</li>
+<li>Perform a search</li>
+<li>Click on the title of the item you wish to add to a list</li>
+<li>From the details page, click 'Add to List'</li>
+</ul>
+
+<p><strong>Why can I add items to other users' 'private' lists when
I'm logged in as staff?</strong></p>
+
+<p>No, private lists will remain private. You can see your own
private lists from the staff client by clicking on the 'Your Lists'
tab.</p>
+
+<p><strong>Can I see what lists a bib record is in?</strong></p>
+
+<p>Yes, on the detail page you will see a list of the lists that the
title is in on the right hand side of the page</p>
+
+<p><strong>As a staff member, what can I do with public lists created
by patrons?</strong></p>
+
+<p>Anyone with superlibrarian permission to edit/delete public patron
lists. Editing is limited to editing the title or sorting order.
+I have the 'virtualshelves' setting 'disabled' why can I still see
the 'lists' menu in my staff client</p>
+
+<p>Even if lists are 'disabled' for the OPAC, staff users still have
access to them from the staff side. The 'virtualshelves' preference
only affects whether or not the feature is available from the
OPAC.</p>
+
+<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
--
1.5.6.5
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