[Koha-patches] [PATCH] Bug 5940: Lists, Reviews, Tags, Serials Help Files for 3.4
Ian Walls
ian.walls at bywatersolutions.com
Fri Apr 1 19:18:15 CEST 2011
From: Nicole C. Engard <nengard at bywatersolutions.com>
Signed-off-by: Nicole C. Engard <nengard at bywatersolutions.com>
Signed-off-by: Ian Walls <ian.walls at bywatersolutions.com>
---
.../en/modules/help/reviews/reviewswaiting.tmpl | 23 +--
.../en/modules/help/serials/checkexpiration.tmpl | 18 +--
.../prog/en/modules/help/serials/claims.tmpl | 20 +--
.../prog/en/modules/help/serials/serials-edit.tmpl | 14 +-
.../en/modules/help/serials/subscription-add.tmpl | 183 +++++++-------------
.../prog/en/modules/help/tags/review.tmpl | 11 +-
.../en/modules/help/virtualshelves/shelves.tmpl | 108 +++++-------
7 files changed, 144 insertions(+), 233 deletions(-)
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl
index ca4aa45..d883011 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl
@@ -1,26 +1,9 @@
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
<h1>Comments/Reviews</h1>
- <ul>
- <li>Go to the 'Tools' module (usually under 'More' in your Global Nav)</li>
- <li>Choose 'Comments'</li>
- <li>From this menu you will see all comments/reviews awaiting approval. <br/>
- <ul>
- <li>If there are no comments, the page will inform you of such</li>
- </ul></li>
- <li>To approve a comment click 'Approve'</li>
- <li>To delete a comment click 'Delete'</li>
- <li>Once a comment has been approved, it will appear in the OPAC under the 'Comments' tab</li>
- </ul>
-<h2>Can I turn off comment moderation?</h2>
-<p>At this time, this is not a feature of Koha. All comments go through moderation.</p>
-<h2>How do I turn on/off Comments in my OPAC?</h2>
-<p>This feature is under Global System Preferences:</p>
- <ul>
- <li>Go to the 'Administration' module (usually under 'More' in your Global Nav)</li>
- <li>Click on 'Global System preferences' and then choose the 'OPAC Features' tab</li>
- <li>From here you can toggle the 'reviewson' feature which controls comments within your OPAC</li>
- </ul>
+<p>All comments added by patrons via the OPAC to bibliographic records require moderation by the librarians. To moderate comments simply click 'Approve' or 'Delete' to the right of the comments awaiting moderation.</p>
+
+<p>If there are no comments to moderate you will see a message saying just that.</p>
<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl
index 11da823..f5cc4b1 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl
@@ -2,18 +2,10 @@
<h1>Check Expiration</h1>
-<p>This tool will let you search for all serials that will expire before a specific date. This is a handy tool when it comes time to budget for new serials.</p>
+<p>This tool will let you search for all serials that will expire before a specific date.</p>
-<h3>Searching</h3>
+<p>Simply enter in your search criteria in the form provided (only an expiration date is required).</p>
- <ul>
- <li>Enter in your search criteria
- <ul>
- <li>
- <span style="background-color: #ffe599">
-TIP: Only expiration date is required</span></li>
- </ul></li>
- <li>Your results will appear below the search boxes</li>
- <li>From here you can click on the serial title and edit the record with new subscription information</li>
- </ul>
- </div> <!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
+<p>Your results will appear below the search boxes and from there you can click on the serial title and edit the record with new subscription information.</p>
+
+<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl
index 44f0707..511a19e 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl
@@ -2,16 +2,14 @@
<h1>Serials Claims</h1>
-<h2>What are Claims?</h2>
-<p>Claims are notices that you send when an issue that was expected has not been received by the library.</p>
+<p>Koha can send email messages to your serial vendors if you have late issues. To the left of the main serials page there is a link to 'Claims'</p>
-<h2>How to lodge a Claim?</h2>
-<p>Make a selection from the drop down list. The "All Vendors" count gives you a count of the total number of current item claims across all vendors.</p>
-<p>There are two ways to lodge a claim with the vendor:</p>
- <ol>
- <li>Using a Letter defined in Notices. Note that you will need to set up the notice.</li>
- <li>Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the vendor.</li>
- </ol>
+<p>The links to claims also appears to the left of the subscription detail page</p>
-<h2>How to resolve a Claim?</h2>
-<p>The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.</p><!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
+<p>If you don't have a claim notice defined yet you will see a warning message that you need to first define a notice.</p>
+
+<p>Clicking 'Claims' will open a report that will ask you to choose from your various serial vendors to generate claims for late issues.</p>
+
+<p>From the list of late issues you can choose which ones you want to send a claim email to by clicking the checkbox to the left of late issue, choosing the notice template to use and clicking the 'Send notification' button.</p>
+
+<!-- TMPL_INCLUDE NAME="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl
index e610d32..b63723d 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl
@@ -2,7 +2,7 @@
<h1>Recieving Serials</h1>
-<p>Issues can be marked as received from several locations. To find a subscription, use the search box at the top of the Serials page to search for the serial you'd like to receive issues for.</p>
+<p>Issues can be marked as received from several locations. To find a subscription, use the search box at the top of the Serials page to search for the serial you'd like to receive issues for</p>
<p>From the search results you can click the 'Serial Receive' link or you can click on the subscription title and then click the 'Receive' button.</p>
@@ -13,11 +13,11 @@
<p>All three of these options will open up the issue receive form:</p>
<ul>
-<li>Choose 'Arrived' from the status pull down to mark a serial as received.</li>
-<li>If you have decided to have an item record created for each issue an item add form will appear</li>
-<li>If your issue has a supplemental issue with it, fill in the Supplemental Issue information.</li>
-<li>If you have decided to have an item record created for each issue an item add form will appear for your supplement and for the issue itself</li>
-<li>Once you have entered your info you can click 'Save'</li>
+ <li>Choose 'Arrived' from the status pull down to mark a serial as received.</li>
+ <li>If you have decided to have an item record created for each issue an item add form will appear</li>
+ <li>If your issue has a supplemental issue with it, fill in the Supplemental Issue information.</li>
+ <li>If you have decided to have an item record created for each issue an item add form will appear for your supplement and for the issue itself</li>
+ <li>Once you have entered your info you can click 'Save'</li>
</ul>
-<!-- TMPL_INCLUDE name="help-bottom.inc" -->
+<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl
index b313f37..228b75c 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl
@@ -2,133 +2,84 @@
<h1>Add A New Serial Subscription</h1>
-<p>Before you can set up a new subscription, you will need to have set up:</p>
- <ul>
- <li>a Vendor in Acquisitions who supplies the subscription</li>
- <li>a Biblio with no items to which you can add the subscription to.</li>
- </ul> .
-<h2>How do I set up a new subscription?</h2>
-<p>There are two sections to this form:</p>
+<p>Subscriptions can be added by clicking the 'New' button on any bibliographic record</p>
-<h3>1 ) General informations (subscription details)</h3>
-<h4>Step 1: Search for a Supplier</h4>
+<p>Or by visiting the Serials module and clicking 'New Subscription'</p>
-<p>If you want to claim any issues then you need to elect a supplier at this point.</p>
-<h4>Step 2: Search for Biblio</h4>
+<p>If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record the form will include the bib info).</p>
-<p>It should find the item that was just set up in Acquisitions. Note If you have not yet set this up in Acquisitions, click Create Biblio. It will take you back to Acquisitions Order Form.</p>
-<h4>Step 3: Fill out other details in the Subscription Information box.</h4>
-<p>You have to choose whether you will create an item record when receiving the issue. Be careful, default choice is DO NO CREATE</p>
-<p>Other details include the Location, Call Number, Home branch for the Serial and any notes.</p>
-<p>Grace period : number of days before a late issue has status from expected to late automatically set and the next expected issue is generated.</p>
-<p>Select the Patron Alert: you will need to choose a Notice that can be sent to patrons when a new issue arrives. To edit this notice, go to Tools > Notices.</p>
-<p>Number of issues to display : in opac in Subscription (normal view), in staff in normal view</p>
-
-<h3>2) Serials planning</h3>
-<p>This is a critical component of managing serials. In order to make the system predict the next issue the user must fill out each of these fields. Once completed it will populate the Numbering Calculation box below.</p>
-
-<p>Manual history : check this box if you want to fill receive history information manually in subscription summary</p>
-
-<h4>Step 1: First Issue publication date</h4>
-<p>Displays a calendar – choose the expected date of arrival in the library. It is the publication date of the first issue you will receive with Koha. It is not necessarily the publication date of the first issue of your collection.</p>
-<h4>Step 2: Frequency</h4>
-
-<p>Use the drop down list to select the main frequency patterns.</p>
-<h4>Step 3: Numbering Pattern</h4>
-
-<p>Drop down list of the main numbering patterns:</p>
<ul>
- <li>Number</li>
- <li>Volume, Number, Issue</li>
- <li>Volume, Number</li>
- <li>Volume, Issue</li>
- <li>Number, Issue</li>
- <li>Seasonal only</li>
- <li>Year/Number<li>
- <li>None of the above</li>
- </ul>
-<p>Depending on your choice, a box appears to enter more information on numbering :</p>
+ <li>'Librarian' field will show the logged in librarian's username</li>
+ <li>'Vendor' can be found by either searching vendors entered via the Acquisitions module or entering the vendor ID number
<ul>
- <li>Starting with : the volume, number, season... of the first issue to arrive</li>
- <li>Issues expected (only for Number pattern) : total number of issues expected</li>
- <li>Rollover at : the number of issues received before the numbering returns to beginning ; set empty for no rollover</li>
+ <li>Vendor information is not required</li>
+ <li>In order to claim missing and late issues you need to enter vendor information</li>
</ul>
- <p>Example for "Rollover at" for "Volume, Number" pattern </p>
+</li>
+ <li>'Biblio' is the MARC record you'd like to link this subscription to
<ul>
- <li>Volume : starting with : 45, no rollover : volume increases continuously</li>
- <li>Number : starting with 1, rollover at 12 : when 12 issues are received, Number returns to 1</li>
+ <li>This can be done by searching for an existing record by clicking on the 'Search for Biblio' link below the boxes or by entering the bib number for a record in the first box. Only if you search with the field between the parenthesis.</li>
</ul>
-
-
-<p>If you choose “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen.</p>
-
-
-<h4>Step 4: Fill out the Subscription length box</h4>
-<p>Indicate the expected length of time that this serial will be subscribed to.</p>
-
-<p> You have to indicate the subscription start date. It may be different from the First issue publication date entered above.<p>
-<p> Example : for periodicity 1/3 months, you may have subscription start date 2009-01-01 and First issue publication date 2009-03-15<p>
-
-<p>Subscription length : this sets up the expiry date in the system and also sets up an Alert a month before expected expiry.</p>
-<p>Subscription end date : calculated from subscription start date and length. But you can add / modify subscription end date, for instance if subscription stops before the expiry planned date</p>
-
-<h4>Step 5: Numbering formula</h4>
-
-<p>If a choice has been made in the Numbering Pattern section then the Numbering Calculation will automatically be filled out and presented in this section. It is possible to modify text in it, but don't modify {X}, {Y}, {Z}. However, if the Numbering Pattern is “None of the above” then a formula will be presented and the user must fill this out.</p>
-<p>The "numbering formula" can be filled with any text and/or numbers. Three special tokens {X}, {Y} and {Z} can be used to define the calculation formula. This allows you to define patterns not possible with the Numbering Pattern drop downs.</p>
-<p>Example : Number {X}, {Y} quarter, {Z}, where {Z} means year</p>
-
-<p>See below Advanced pattern</p>
-
-<h3>3) Test prediction pattern</h3>
-<p>Choosing Test prediction pattern allows you to see exceptions found by the system (e.g Item arrives monthly but only 10 issues in the year). Set the rollover to the max number of issues expected in the year. </p>
-<p> When irregularities are detected, you can choose date(s) when you won't receive an issue. (use Shift + click, or CTRL + click to select several dates)</p>
-
-
-<h3>4) Add Subscription</h3>
-
-<p>Once that is filled out then you see the completed details page. If there is a mistake you can go back and Edit the details.</p>
-<p>Next step - Receive issues (see online help on Receive Issues page)</p>
-
-<h2>Advanced Pattern : how does planning work</h2>
-
-
- <ul>
- <li>Add : how much add to number or volume..., (usually =1)</li>
- <li>once every : every x received issues (ex : 12 for a volume number that increases every 12 issues ; 1 for number increasing for each issue)</li>
- <li>When more than : value after which the number returns to a certain value A ; set 9999999 for continuous numbering</li>
- <li>inner counter : number of issues that Koha must take into account to calculate when value changes. If you begin with first issue of the year write nothing or 0</li>
- <li>Set back to : A</li>
- <li>Begins with : initial value of number, volume, ...</li>
- </ul>
- <p>Example : monthly subscription, start date april 2009, lenght 12 months, first publication date <b>april 2009</b>, numbering formula vol {X} no {Y} year {Z}</p>
- <p>numbering for {X}</p>
+</li>
+ <li>Next you can choose whether a new item is created when receiving an issue</li>
+ <li>'Location' is for the shelving location</li>
+ <li>'Call Number' is for your item's call number prefix</li>
+ <li>'Library' is the branch that owns this subscription.
<ul>
- <li>Add : 1</li>
- <li>once every : 12</li>
- <li>When more than : 9999999 (value increases continuously)</li>
- <li>Set back to : </li>
- <li>inner counter : 3 (you must take into account the three first months of the year, otherwise volume value will increase after 12 received issues from april 2009, e.g. in april 2010 instead of january 2010)</li>
- <li>Begins with : 45</li>
- </ul>
- <p>numbering for {Y}</p>
+ <li>If more than one library subscribes to this serial you will need to create a subscription for each library</li>
+ <li>This can be done easily by using the 'Edit as New (Duplicate)' option found on the subscription information page and changing only the 'Library' field</li>
+</ul>
+</li>
+ <li>The 'Grace Period' is the number of days before an issue is automatically moved from 'expected' status to 'waiting' and how many days before an issue is automatically moved from 'waiting' status to 'late'</li>
+ <li>Use the 'Public Note' for any notes you would like to appear in the OPAC for the patrons</li>
+ <li>'Nonpublic Note' should be used for notes that are only visible to the librarians via the staff client</li>
+ <li>To set up a routing list for serials, choose 'Routing List' from the 'Patron notification' field.
+<ul>
+ <li>For this option to appear you need to make sure that you have a Routing List notice set up in the Notices Tool</li>
+ <li>Learn more about Routing Lists later in this manual</li>
+ <li>The Staff and OPAC Display options allow you to control how many issues appear by default on bibliographic records in the Staff Client and the OPAC </li>
+ <li>If no values are entered in these fields, they will use the OPACSerialIssueDisplayCount and StaffSerialIssueDisplayCount system preference values</li>
+</ul>
+</li>
+ <li>In 'First issue publication' you want to enter the date of the issue you have in your hand, the date from which the prediction pattern will start</li>
+ <li>There are several pre-defined options for the 'Frequency' of publication
<ul>
- <li>Add : 1</li>
- <li>once every : 1</li>
- <li>When more than : 12 (the number after no 12 will be no 1)</li>
- <li>Set back to : 1</li>
- <li>inner counter : 3 </li>
- <li>Begins with : 4</li>
+ <li>Without periodicy: some very specific (usually high level science journals) don't have a true periodicity. When you subscribe to the title, you subscribe for 6 issues, which can arrive in 1 year... or 2... There is no regularity or known schedule.</li>
+ <li>Unknown select this if none of the other choices are relevant</li>
+ <li>Irregular: The journal is not "regular" but has a periodicity. You know that it comes out on January, then in October and December, it is irregular, but you know when it's going to arrive.</li>
+ <li>2/day: Twice daily</li>
+ <li>1/day: Daily</li>
+ <li>3/week: Three times a week</li>
+ <li>1/week: Weekly</li>
+ <li>1/ 2 weeks: Twice monthly (fortnightly)</li>
+ <li>1/ 3 weeks: Tri-weekly</li>
+ <li>1/month: Monthly</li>
+ <li>1/ 2 months (6/year): Bi-monthly</li>
+ <li>1/ 3 months (1/quarter): Quarterly</li>
+ <li>1/quarter (seasonal) : Quarterly related to seasons (ie. Summer, Autumn, Winter, Spring)</li>
+ <li>2/year: Half yearly</li>
+ <li>1/year: Annual</li>
+ <li>1/ 2 years: Bi-annual</li>
+</ul>
+</li>
+ <li>Checking the 'Manual history' box will allow you to enter serials outside the prediction pattern.</li>
+ <li>'Numbering pattern' will help you determine how the numbers are printed for each issue
+<ul>
+ <li>Start with the numbering on the issue you have in hand, the numbering that matches the date you entered in the 'First issue publication' field</li>
+ <li>If you have chosen any 'Numbering Format' other than 'Number' in the 'Rollover at' field, enter the last issue number before the volume number changes
+<ul>
+ <li>If you chose the 'Number' Numbering Format you will see 'issues expected' in which you will enter the total number of issues you expect to receive.</li>
+</ul>
+</li>
+ <li>You can choose to create your own numbering pattern by choosing 'None of the above' and clicking the 'Show/Hide Advanced Pattern' button at the bottom of the form</li>
</ul>
- <p>numbering for {Z}</p>
- <ul>
- <li>Add : 1</li>
- <li>once every : 12</li>
- <li>When more than : 99999999</li>
- <li>Set back to : </li>
- <li>inner counter : 3 (you must take into account the three first months of the year, otherwise year will change after 12 received issues from april 2009, e.g. in april instead of january 2010)</li>
- <li>Begins with : 2009</li>
+</li>
+ <li>'Subscription start date' is the date at which the subscription begins. This is used for setting up renewal alerts</li>
+ <li>'Subscription length' is the number of issues or months in the subscription. This is also used for setting up renewal alerts</li>
+ <li>'Subscription end date' should only be entered for subscriptions that have ended (if you're entering in a backlog of serials)</li>
+ <li>The 'Numbering formula' is editable to match the way you'd like your numbering to print on the item record and subscription information pages</li>
</ul>
-<!-- TMPL_INCLUDE name="help-bottom.inc" -->
+<p>Click 'Save Subscription' to save the information you have entered. Find sample serial examples in the appendix.</p>
+<!-- TMPL_INCLUDE name="help-bottom.inc" -->
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl
index ce63f2c..a0aa2fc 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl
@@ -4,16 +4,17 @@
<p>Depending on your tagging system preferences, librarians may need to approve tags before they are published on the OPAC. This is done via the Tag Moderation Tool.</p>
-<p>When first visiting the tool, you will be presented with a list of tags that are pending approval or rejection by a librarian</p>
+<p>When first visiting the tool, you will be presented with a list of tags that are pending approval or rejection by a librarian.</p>
-<ul><li>To approve a tag, you can either click the 'Approve' button inline with the term, or check all terms you want to approve and click 'Approve' below the table.</li>
-<li>To reject a tag, you can either click the 'Reject' button inline with the term, or check all terms you want to approve and click 'Reject' below the table.</li>
+<ul>
+ <li>To approve a tag, you can either click the 'Approve' button inline with the term, or check all terms you want to approve and click 'Approve' below the table.</li>
+ <li>To reject a tag, you can either click the 'Reject' button inline with the term, or check all terms you want to approve and click 'Reject' below the table.</li>
</ul>
<p>Once a tag has been approved or rejected it will be moved to the appropriate list of tags. A summary of all tags will appear on the right of the screen.</p>
<p>Even though a tag is approved or rejected, it can still be moved to another list. When viewing approved tags each tag has the option to reject.</p>
-<p>To check terms against the approved and rejected lists (and possibly against the dictionary you have assigned for tag moderation) simply enter the term into the search box on the bottom right of the screen to see the status of the term</p>
-
+<p>To check terms against the approved and rejected lists (and possibly against the dictionary you have assigned for tag moderation) simply enter the term into the search box on the bottom right of the screen to see the status of the term.</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 0341f8c..d8141f7 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
@@ -1,88 +1,74 @@
<!-- 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>
-
-<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>
+<h2>Create a List</h2>
-<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>
+<p>A list can be created by visiting the Lists page and clicking 'New List'</p>
+
+<p>The new list form offers several options for creating your list:</p>
-<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>
+ <li>The name is what will appear on the list of Lists</li>
+ <li>You can also choose how to sort the list</li>
+ <li>Finally there are three types of lists you can choose from
+<ul>
+ <li>A Private List is managed by you and can be seen only by you</li>
+ <li>A Public List can be seen by everybody, but managed only by you</li>
+ <li>A Open List can be seen and managed by everybody</li>
+</ul>
+</li>
</ul>
-<h2>Edit Lists</h2>
+<p>A list can also be created from the catalog search results</p>
+
+<ul>
+ <li>Check the box to the left of the titles you want to add to the new list</li>
+ <li>Choose [New List] from the 'Add to:' pull down menu
<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>
+ <li>Name the list and choose what type of list this is
+<ul>
+ <li>A Private List is managed by you and can be seen only by you</li>
+ <li>A Public List can be seen by everybody, but managed only by you</li>
+ <li>A Open List can be seen and managed by everybody</li>
+</ul>
+</li>
+</ul>
+</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>
+<p>Once the list is saved it will accessible from the Lists page and from the 'Add to' menu at the top of the search results.</p>
-<h2>Placing Holds from Lists</h2>
+<h2>Add to a List</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>
+<p>To add titles to an existing list click on the list name from the page of lists</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>From the List page you can add titles by scanning barcodes into the box at the bottom of the page</p>
-<p><strong>Can I add items to a staff list right from the 'Lists' module?</strong></p>
+<p>A title can also be added to a list by selecting titles on the search results page and choosing the list from the 'Add to' menu</p>
-<p>Yes! To add an item to a list from the 'Lists' management module...</p>
+<h2>Viewing Lists</h2>
-<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>To see the contents of a list, visit the Lists page on the staff client</p>
-<p><strong>Can I add items to the list from the detail page?</strong></p>
+<p>Clicking on the 'List Name' will show the contents of the list</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>
+<h2>Merging Bibliographic Records Via Lists</h2>
+
+<p>Merging will only work with two items that use the same bibliographic framework.</p>
+
+<p>The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there.</p>
-<p><strong>Why can I add items to other users' 'private' lists when I'm logged in as staff?</strong></p>
+<p>From the list, check the two items you want to merge. If you choose more than or fewer than 2, you will be presented with an error</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>Once you have selected the records you want to merge, click the 'Merge selected items' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.</p>
-<p><strong>Can I see what lists a bib record is in?</strong></p>
+<p>You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.</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>Should you try to add a field that is not repeatable two times (like choosing the 245 field from both record #1 and #2) you will be presented with an error</p>
-<p><strong>As a staff member, what can I do with public lists created by patrons?</strong></p>
+<p>Most importantly you want to make sure that all of the items from the two records are attached to the new record. To do this you want to make sure that all 952 files are selected before completing the merge.</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>Once you have completed your selections click the 'merge' button. The primary record will now show the data you chose for it, and the second record will be deleted.</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>
+<p>It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.</p>
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