Merge branch 'bug_9850' into 3.14-master

This commit is contained in:
Jared Camins-Esakov 2013-04-25 21:49:41 -04:00
commit 4b1749c170
98 changed files with 300 additions and 177 deletions

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<p>Koha is developed and supported by a large number of developers around the world. Thanks to all the developers and libraries who support Koha</p>
<p><strong>See the full documentation for the About page in the <a href="http://manual.koha-community.org/3.10/en/aboutkoha.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the About page in the <a href="http://manual.koha-community.org/3.12/en/aboutkoha.html">manual</a> (online).</strong></p>
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<p>It will also be an option when creating a basket.</p>
<p><strong>See the full documentation for Vendor Contracts in the <a href="http://manual.koha-community.org/3.10/en/acqvendors.html#vendorcontracts">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Vendor Contracts in the <a href="http://manual.koha-community.org/3.12/en/acqvendors.html#vendorcontracts">manual</a> (online).</strong></p>
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<p>First, set your Acquisitions System Preferences and Acquisitions Administration to match your library's workflow.</p>
<p><strong>See the full documentation for Acquisitions in the <a href="http://manual.koha-community.org/3.10/en/acqmodule.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Acquisitions in the <a href="http://manual.koha-community.org/3.12/en/acqmodule.html">manual</a> (online).</strong></p>
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</li>
</ul>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<p>Clicking 'Print' below your order will generate a PDF for printing, which will have all of your library information followed by the items in your order.</p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<p>A basket group is simply a group of baskets. In some libraries, you have several staff members who create baskets, and, at the end of a period of time, someone then groups them together to send to the vendor in bulk. That said, it is possible to have one basket in a basket group if that's the workflow used in your library.</p>
<p><strong>See the full documentation for Basket Groups in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#acqbasketgroup">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Basket Groups in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#acqbasketgroup">manual</a> (online).</strong></p>
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<p>After creating your basket, you can edit the name of the basket, the billing place, delivery place, the notes and the contract you're ordering against.</p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<p>Clicking Advanced Search to the right of the search button will give you all of the order search options available.</p>
<p><strong>See the full documentation for Acquisitions Searching in the <a href="http://manual.koha-community.org/3.10/en/acqsearch.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Acquisitions Searching in the <a href="http://manual.koha-community.org/3.12/en/acqsearch.html">manual</a> (online).</strong></p>
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<p>Clicking Advanced Search to the right of the search button will give you all of the order search options available.</p>
<p><strong>See the full documentation for Acquisitions Searching in the <a href="http://manual.koha-community.org/3.10/en/acqsearch.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Acquisitions Searching in the <a href="http://manual.koha-community.org/3.12/en/acqsearch.html">manual</a> (online).</strong></p>
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<p>From the results you can click the 'Details' link to see the full invoice or 'Close' to note that the invoice is closed/paid for.</p>
<p><strong>See the full documentation for Invoices in the <a href="http://manual.koha-community.org/3.10/en/acqinvoices.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Invoices in the <a href="http://manual.koha-community.org/3.12/en/acqinvoices.html">manual</a> (online).</strong></p>
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<p>From the results you can click the 'Details' link to see the full invoice or 'Close' to note that the invoice is closed/paid for.</p>
<p><strong>See the full documentation for Invoices in the <a href="http://manual.koha-community.org/3.10/en/acqinvoices.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Invoices in the <a href="http://manual.koha-community.org/3.12/en/acqinvoices.html">manual</a> (online).</strong></p>
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<p>There is a default acquisitions cliam letter. If you would rather use a different one, you can create that in the notices module and choose it from the menu above the list of late items.</p>
<p><strong>See the full documentation for Claims and Late Orders in the <a href="http://manual.koha-community.org/3.10/en/acqclaims.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Claims and Late Orders in the <a href="http://manual.koha-community.org/3.12/en/acqclaims.html">manual</a> (online).</strong></p>
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<li>All of the details associated with the item will already be listed under 'Catalog details'</li>
</ul>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<li>You will be presented with an empty form to fill in all of the necessary details about the item.</li>
</ul>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<h1>Order from Purchase Suggestion</h1>
<p>If you allow patrons to make purchase suggestions, then you can place orders from those suggestions.</p>
<p>If you allow patrons to make purchase suggestions (learn more in the Managing Suggestions section of this manual), then you can place orders from those suggestions. In order to keep track of suggestions that have been ordered and received you must place the order using this link.</p>
<ul>
<li>From this form you, can make changes to the Catalog Details if necessary.</li>
<li>When the item appears in your basket it will include a link to the suggestion.</li>
<li>From the results, click 'Order' next to the item you want to order and you will be presented with the order form including a link to the suggestion
<ul>
<li>From this form you can make changes to the Catalog Details if necessary.</li>
<li>When the item appears in your basket it will include a link to the suggestion.</li>
</ul>
</li>
<li>Orders added to the basket in this way will notify the patron via email that their suggestion has been ordered and will update the patron's 'My purchase suggestions' page in the OPAC.</li>
</ul>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<p>You will also see that the item is received and/or cancelled if you view the basket.</p>
<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.10/en/receiveacqorder.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.12/en/receiveacqorder.html">manual</a> (online).</strong></p>
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<p>You will also see that the item is received and/or cancelled if you view the basket.</p>
<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.10/en/receiveacqorder.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.12/en/receiveacqorder.html">manual</a> (online).</strong></p>
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<p>You will also see that the item is received and/or cancelled if you view the basket.</p>
<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.10/en/receiveacqorder.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.12/en/receiveacqorder.html">manual</a> (online).</strong></p>
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<p>If the vendor has no baskets attached to it, a 'Delete' button will also be visible, allowing the vendor to be deleted.</p>
<p><strong>See the full documentation for managing Vendors in the <a href="http://manual.koha-community.org/3.10/en/acqvendors.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for managing Vendors in the <a href="http://manual.koha-community.org/3.12/en/acqvendors.html">manual</a> (online).</strong></p>
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<p>The Uncertain Prices page is independent of the basket. It is linked to the vendor so you will see all items on order with uncertain prices for that vendor.</p>
<p><strong>See the full documentation for Uncertain prices in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Uncertain prices in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<li>In the order form that pops up, you will not be able to edit the catalog details</li>
</ul>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.10/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.12/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<p>This list of parameters includes functionalities that didn't fit in any other category. These items are optional and may not need to be altered, depending on your library's needs.</p>
<p><strong>See the full documentation for system Administration in the <a href="http://manual.koha-community.org/3.10/en/administration.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for system Administration in the <a href="http://manual.koha-community.org/3.12/en/administration.html">manual</a> (online).</strong></p>
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<p>Once you have made your edits, click the 'Save Changes' button. You will be brought to a list of your existing budgets.</p>
<p><strong>See the full documentation for Budgets in the <a href="http://manual.koha-community.org/3.10/en/acqadmin.html#budgetplanning">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Budgets in the <a href="http://manual.koha-community.org/3.12/en/acqadmin.html#budgetplanning">manual</a> (online).</strong></p>
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<p>To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options. A Child Fund a sub-fund of the parent fund. For example, one might have a parent fund for 'Fiction,' and Child Funds for 'New Releases' and 'Science Fiction.' It is an optional way to further organize your finances.</p>
<p><strong>See the full documentation for Funds in the <a href="http://manual.koha-community.org/3.10/en/acqadmin.html#funds">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Funds in the <a href="http://manual.koha-community.org/3.12/en/acqadmin.html#funds">manual</a> (online).</strong></p>
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<p>Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.</p>
<p><strong>See the full documentation for Budget Planning in the <a href="http://manual.koha-community.org/3.10/en/acqadmin.html#fundsplanning">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Budget Planning in the <a href="http://manual.koha-community.org/3.12/en/acqadmin.html#fundsplanning">manual</a> (online).</strong></p>
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<li>To save your changes, click the 'Save Changes' button at the top of the screen.</li>
</ul>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
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<p>To the right of the new field is a link to 'Subfields.' You will need to add subfields before this tag will appear in your MARC editor.</p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
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<ul>
<li>Click 'New Category.'</li>
<li>Limit your Category to eleven characters (something short to make it clear what the category is for).</li>
<li>When adding a new category, you're asked to create at least one authorized value:
<ul>
<li>Enter a code for your Authorized Value into the 'Authorized value' field.</li>
<li>Use the Description field for the actual value that will be entered.</li>
<li>Limit your Category to 10 characters (something short to make it clear what the category is for)
<ul>
<li style="color: #990000;">Important: Category cannot have spaces or special characters other than underscores and hyphens in it.</li>
</ul>
</li>
<li>Click 'Save.'</li>
<li>Your new category and value will appear on the list of Authorized Values.</li>
<li>When adding a new category you're asked to create at least one authorized value
<ul>
<li>Enter a code for your Authorized Value into the 'Authorized value' field
<ul>
<li style="color: #990000;">Important: Authorized value is limited to 80 characters and cannot have spaces or special characters other than underscores and hyphens in it.</li>
</ul>
</li>
<li>Use the Description field for the actual value that will be displayed. If you want something different to show in the OPAC, enter a 'Description (OPAC)'</li>
<li>If you would like to limit this authorized value category to only specific libraries you can choose them from the 'Branches limitation' menu. To have it show for all libraries just choose 'All branches' at the top of the list.</li>
<li>If you have StaffAuthorisedValueImages and/or AuthorisedValueImages set to show images for authorized values you can choose the image under 'Choose an icon'</li>
</ul>
</li>
<li>Click 'Save'</li>
<li>Your new category and value will appear on the list of Authorized Values</li>
</ul>
</ul>
<h2>Add New Authorized Value</h2>
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<ul>
<li>Click 'New authorized value for ...'</li>
<li>Enter a code for your Authorized Value into the 'Authorized value' field.</li>
<li>Use the Description field for the actual value that will be entered.</li>
<li>Click 'Save.'</li>
<li>The new value will appear in the list along with existing values.</li>
<ul>
<li>Enter a code for your Authorized Value into the 'Authorized value' field
<ul>
<li style="color: #990000;">Important: Authorized value is limited to 80 characters and cannot have spaces or special characters other than underscores and hyphens in it.</li>
</ul>
</li>
<li>Use the Description field for the actual value that will be displayed. If you want something different to show in the OPAC, enter a 'Description (OPAC)'</li>
<li>If you would like to limit this authorized value category to only specific libraries you can choose them from the 'Branches limitation' menu. To have it show for all libraries just choose 'All branches' at the top of the list.</li>
<li>If you have StaffAuthorisedValueImages and/or AuthorisedValueImages set
to show images for authorized values you can choose the image under 'Choose an icon'</li>
<li>Click 'Save'</li>
<li>The new value will appear in the list along with existing values</li>
</ul>
</ul>
<p><strong>See the full documentation for Authorized Values in the <a href="http://manual.koha-community.org/3.10/en/basicparams.html#authorizedvalues">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorized Values in the <a href="http://manual.koha-community.org/3.12/en/basicparams.html#authorizedvalues">manual</a> (online).</strong></p>
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<p>Koha comes with many of the necessary Authority frameworks already installed.</p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
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<p>To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields</p>
<p><strong>See the full documentation for Frameworks in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Frameworks in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
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<p>In the above example, Centerville library will allow patrons to return items from all libraries except Liberty and Franklin to their library.</p>
<p><strong>See the full documentation for Library Transfer Limits in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#libtransferlimits">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Library Transfer Limits in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#libtransferlimits">manual</a> (online).</strong></p>
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<p>Properties are then applied to libraries via the add or edit library form.</p>
<p><strong>See the full documentation for Libraries &amp; Groups in the <a href="http://manual.koha-community.org/3.10/en/basicparams.html#libsgroups">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Libraries &amp; Groups in the <a href="http://manual.koha-community.org/3.12/en/basicparams.html#libsgroups">manual</a> (online).</strong></p>
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</ul>
</li>
<li>In the 'Category type' field choose one of the six main parent categories</li>
<li>The Branch Limitations let you limit this patron category to only some branches in your library system. Select 'All branches' if you would like any library to be able to use this category.</li>
<li>Finally you can assign advanced messaging preferences by default to a patron category
<ul>
<li style="color: #990000;">Important: Requires that you have EnhancedMessagingPreferences enabled</li>
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</li>
</ul>
<p><strong>See the full documentation for Patron Categories in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#patcats">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Categories in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#patcats">manual</a> (online).</strong></p>
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<p>If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.</p>
<p><strong>See the full documentation for the MARC Bibliographic Framework Test in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#marcbibframeworkstest">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the MARC Bibliographic Framework Test in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#marcbibframeworkstest">manual</a> (online).</strong></p>
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<p>This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.</p>
<p><strong>See the full documentation for Cities and Towns in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#citytowns">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Cities and Towns in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#citytowns">manual</a> (online).</strong></p>
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<li>Choose an appropriate filing routine - dewey, generic or lcc</li>
</ul>
<p><strong>See the full documentation for Classification Sources in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#classificationsources">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Classification Sources in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#classificationsources">manual</a> (online).</strong></p>
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<p>The active currency is the main currency you use in your library. Your active currency will have a check mark in the 'Active' column. If you don't have an active currency you will see an error message telling you to choose an active currency.</p>
<p><strong>See the full documentation for Currencies and Exchange Rates in the <a href="http://manual.koha-community.org/3.10/en/acqadmin.html#currexchangeadmin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Currencies and Exchange Rates in the <a href="http://manual.koha-community.org/3.12/en/acqadmin.html#currexchangeadmin">manual</a> (online).</strong></p>
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<p>If you want one plugin to take priority over another you simply drag it above the other.</p>
<p><strong>See the full documentation for the Did you mean? feature in the <a href="http://manual.koha-community.org/3.10/en/additionaladmin.html#didyoumean">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Did you mean? feature in the <a href="http://manual.koha-community.org/3.12/en/additionaladmin.html#didyoumean">manual</a> (online).</strong></p>
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<p>Future developments will include additional keyword assigned fields.</p>
<p><strong>See the full documentation for Keyword to MARC Mapping in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#keywordmapping">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Keyword to MARC Mapping in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#keywordmapping">manual</a> (online).</strong></p>
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<li>By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item/patron type combo that you would like to stop notices for.</li>
</ul>
<p><strong>See the full documentation for Item Circulation Alerts in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#itemcircalerts">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Item Circulation Alerts in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#itemcircalerts">manual</a> (online).</strong></p>
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<p>You will not be able to delete item types that are being used by items within your system.</p>
<p><strong>See the full documentation for Item Types in the <a href="http://manual.koha-community.org/3.10/en/basicparams.html#itemtypeadmin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Item Types in the <a href="http://manual.koha-community.org/3.12/en/basicparams.html#itemtypeadmin">manual</a> (online).</strong></p>
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<p style="color: #990000;">Important: At this time you can map only 1 MARC field to 1 Koha field. This means that you won't be able to map both the 100a and the 700a to the author field, you need to choose one or the other.</p>
<p><strong>See the full documentation for Koha to MARC Mapping in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#kohamarcmapping">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Koha to MARC Mapping in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#kohamarcmapping">manual</a> (online).</strong></p>
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<li>To save your changes simply click the 'Save Changes' button at the top of the screen</li>
</ul>
<p><strong>See the full documentation for MARC Frameworks in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
<p><strong>See the full documentation for MARC Frameworks in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
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<p>To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor.</p>
<p><strong>See the full documentation for MARC Frameworks in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
<p><strong>See the full documentation for MARC Frameworks in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
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<li>Required Match checks: none (remove the blank one)</li>
</ul>
<p><strong>See the full documentation for Record Matching Rules in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#recordmatchingrules">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Record Matching Rules in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#recordmatchingrules">manual</a> (online).</strong></p>
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<p>And it is case sensitive : a record having 999$9 = 'xxx' will not belong to a set where condition is 999$9 = 'XXX'.</p>
<p><strong>See the full documentation for OAI Sets in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#oaisetsconfig">manual</a> (online).</strong></p>
<p><strong>See the full documentation for OAI Sets in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#oaisetsconfig">manual</a> (online).</strong></p>
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<p>Once you have configured all your sets, you have to build the sets. This is done by calling the script misc/migration_tools/build_oai_sets.pl.</p>
<p><strong>See the full documentation for OAI Sets in the <a href="http://manual.koha-community.org/3.10/en/catadmin.html#oaisetsconfig">manual</a> (online).</strong></p>
<p><strong>See the full documentation for OAI Sets in the <a href="http://manual.koha-community.org/3.12/en/catadmin.html#oaisetsconfig">manual</a> (online).</strong></p>
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<li style="color: #990000;">Important: an authorized value list is not enforced during batch patron import.</li>
</ul>
</li>
<li>If you would like this attribute to only be used by specific branches you can choose those branches from the 'Branches limitation' list. Choose 'All branches' to show it for all libraries.</li>
<li>If you'd like to only show this attribute on patrons of one type choose that patron type from the 'Category' pull down</li>
<li>If you have a lot of attributes it might be handy to group them so that you can easily find them for editing. If you create an Authorized Value for PA_CLASS it will show in the 'Class' pull down and you can then change your attributes page to have sections of attributes</li>
<li>Click Save to save your new attribute</li>
@ -69,6 +70,6 @@
<p>You will be unable to delete an attribute if it's in use.</p>
<p><strong>See the full documentation for Patron Attribute Types in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#patronattributetypes">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Attribute Types in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#patronattributetypes">manual</a> (online).</strong></p>
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<li><strong>Web Services:</strong> includes preferences related to services like OAI-PMH.</li>
</ul>
<p><strong>See the full documentation for System Preferences in the <a href="http://manual.koha-community.org/3.10/en/administration.html#globalsysprefs">manual</a> (online).</strong></p>
<p><strong>See the full documentation for System Preferences in the <a href="http://manual.koha-community.org/3.12/en/administration.html#globalsysprefs">manual</a> (online).</strong></p>
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<p>When adding or editing a patron, if you have road types defined, there will be a pull down to choose the road type from.</p>
<p><strong>See the full documentation for Road Types in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#roadtypes">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Road Types in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#roadtypes">manual</a> (online).</strong></p>
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<li>Item floats: The item will not be transferred from the library it was checked in at, instead it will remain there until transferred manually or checked in at another library</li>
</ul>
<p><strong>See the full documentation for Circulation and Fine Rules in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#circfinerules">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Circulation and Fine Rules in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#circfinerules">manual</a> (online).</strong></p>
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<p style="color: #990000">Important: If you change something in this table, ask your administrator to run misc/batchRebuildBiblioTables.pl script.</p>
<p><strong>See the full documentation for Stop Words in the <a href="http://manual.koha-community.org/3.10/en/additionaladmin.html#stopwordsadmin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Stop Words in the <a href="http://manual.koha-community.org/3.12/en/additionaladmin.html#stopwordsadmin">manual</a> (online).</strong></p>
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<p>After entering in your cost, hit 'Enter' on your keyboard or click the 'Save' button at the bottom of the matrix to save your changes.</p>
<p><strong>See the full documentation for the Transport Cost Matrix in the <a href="http://manual.koha-community.org/3.10/en/patscirc.html#transportcostmatrix">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Transport Cost Matrix in the <a href="http://manual.koha-community.org/3.12/en/patscirc.html#transportcostmatrix">manual</a> (online).</strong></p>
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<li>VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon</li>
</ul>
<p><strong>See the full documentation for Z39.50 Servers in the <a href="http://manual.koha-community.org/3.10/en/additionaladmin.html#z3950admin">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Z39.50 Servers in the <a href="http://manual.koha-community.org/3.12/en/additionaladmin.html#z3950admin">manual</a> (online).</strong></p>
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<p>If the authority has See Alsos in it you will see those broken out on the search results, clicking the linked headings will run a search for that heading instead.</p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.10/en/catauthorities.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.12/en/catauthorities.html">manual</a> (online).</strong></p>
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<p>To delete an authority record you first must make sure it's not linked to any bibliographic records. If it is not used by any bibliographic records a 'Delete' link will appear to the right of the record on the search results and as a button that appears after clicking on the summary of the authority record.</p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.10/en/catauthorities.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.12/en/catauthorities.html">manual</a> (online).</strong></p>
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<p>If the authority has See Alsos in it you will see those broken out on the search results, clicking the linked headings will run a search for that heading instead.</p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.10/en/catauthorities.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Authorities in the <a href="http://manual.koha-community.org/3.12/en/catauthorities.html">manual</a> (online).</strong></p>
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<p>In Koha the bibliographic record contains the main information related to the material. This includes things like the title, author, ISBN, etc. This information is stored in Koha in Marc (different flavors of Marc are supported in Koha). Once this information is saved, items or holdings can be attached.</p>
<p><strong>See the full documentation for Cataloging in the <a href="http://manual.koha-community.org/3.10/en/cataloging.html#catbibs">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Cataloging in the <a href="http://manual.koha-community.org/3.12/en/cataloging.html#catbibs">manual</a> (online).</strong></p>
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<p>Below the 'History' heading is a link to 'View item's checkout history,' clicking that will open up the item's history which will look slightly different from the bibliographic record's history page.</p>
<p><strong>See the full documentation for Item Checkout History in the <a href="http://manual.koha-community.org/3.10/en/catitems.html#itemcirchistory">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Item Checkout History in the <a href="http://manual.koha-community.org/3.12/en/catitems.html#itemcirchistory">manual</a> (online).</strong></p>
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<p>Below the 'History' heading is a link to 'View item's checkout history,' clicking that will open up the item's history which will look slightly different from the bibliographic record's history page.</p>
<p><strong>See the full documentation for Item Records in the <a href="http://manual.koha-community.org/3.10/en/catitems.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Item Records in the <a href="http://manual.koha-community.org/3.12/en/catitems.html">manual</a> (online).</strong></p>
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<p>The index name is 'aud' and it's derived from 008/22</p>
<ul><li>aud:a Easy</li>
<li>aud:c Juvenile</li>
<li>aud:d Young adult</li>
<li>aud:e Adult</li></ul>
<ul><li>aud:a Preschool</li>
<li>aud:b Primary</li>
<li>aud:c Pre-Adolescent</li>
<li>aud:d Adolescent</li>
<li>aud:e Adult</li>
<li>aud:f Specialized</li>
<li>aud:g General</li>
<li>aud:j Juvenile</li></ul>
<h3>Content</h3>
@ -68,6 +72,6 @@
<li>ctype:w Law reports and digests</li>
<li>ctype:z Treaties</li></ul>
<p><strong>See the full documentation for Searching in the <a href="http://manual.koha-community.org/3.10/en/searching.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Searching in the <a href="http://manual.koha-community.org/3.12/en/searching.html">manual</a> (online).</strong></p>
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<p>After saving your file, simply print to the blank labels you have in your library.</p>
<p><strong>See the full documentation for Label Batches in the <a href="http://manual.koha-community.org/3.10/en/labelcreator.html#labelbatches">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Label Batches in the <a href="http://manual.koha-community.org/3.12/en/labelcreator.html#labelbatches">manual</a> (online).</strong></p>
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<p>After saving, your layouts will appear on the 'Manage Layouts' page.</p>
<p><strong>See the full documentation for Label Layouts in the <a href="http://manual.koha-community.org/3.10/en/labelcreator.html#labellayouts">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Label Layouts in the <a href="http://manual.koha-community.org/3.12/en/labelcreator.html#labellayouts">manual</a> (online).</strong></p>
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<p>Once you have saved your new profile, you can return to the list of templates and choose to edit the template that this profile is for.</p>
<p><strong>See the full documentation for Label Profiles in the <a href="http://manual.koha-community.org/3.10/en/labelcreator.html#labelprofiles">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Label Profiles in the <a href="http://manual.koha-community.org/3.12/en/labelcreator.html#labelprofiles">manual</a> (online).</strong></p>
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<p>After saving, your templates will appear on the 'Manage Templates' page.</p>
<p><strong>See the full documentation for Label Templates in the <a href="http://manual.koha-community.org/3.10/en/labelcreator.html#labeltemplates">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Label Templates in the <a href="http://manual.koha-community.org/3.12/en/labelcreator.html#labeltemplates">manual</a> (online).</strong></p>
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<p>Batches are made up of the barcodes you would like to print. Once in this tool you can search for the item records you would like to print out labels for.</p>
<p><strong>See the full documentation for the Label Creator in the <a href="http://manual.koha-community.org/3.10/en/labelcreator.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Label Creator in the <a href="http://manual.koha-community.org/3.12/en/labelcreator.html">manual</a> (online).</strong></p>
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<p>To use this tool you simply need the barcode for the book you'd like to print the spine label for.</p>
<p><strong>See the full documentation for Quick Spine Label Creator in the <a href="http://manual.koha-community.org/3.10/en/quicklabelcreator.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Quick Spine Label Creator in the <a href="http://manual.koha-community.org/3.12/en/quicklabelcreator.html">manual</a> (online).</strong></p>
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<p>The online help directory is: <pre>/koha-tmpl/intranet-tmpl/prog/en/modules/help</pre></p>
<p><strong>See the full documentation for Koha in the <a href="http://manual.koha-community.org/3.10/en/">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Koha in the <a href="http://manual.koha-community.org/3.12/en/">manual</a> (online).</strong></p>
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<h1>Patron Fines</h1>
<h1>Patron fines</h1>
<p>The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.</p>
@ -19,6 +19,6 @@
<p>To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.</p>
<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#patronfines">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#patronfines">manual</a> (online).</strong></p>
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<p>All files that are uploaded will appear above a form where additional files can be uploaded from.</p>
<p><strong>See the full documentation for Patron Files in the <a http://manual.koha-community.org/3.10/en/patroninformation.html#patronfiles">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Files in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#patronfiles">manual</a> (online).</strong></p>
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<h1>Create Manual Credit</h1>
<h1>Create manual credit</h1>
<p>Manual credits can be used to pay off parts of fines, or to forgive a fine amount.</p>
@ -11,6 +11,6 @@
<li>In the amount field, do not enter currency symbols, only numbers and decimals</li>
</ul>
<p><strong>See the full documentation for Creating Manual Credits in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#manualcredit">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Creating Manual Credits in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#manualcredit">manual</a> (online).</strong></p>
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<h1>Create Manual Invoice</h1>
<h1>Create manual invoice</h1>
<p>For fees that are not automatically charged, librarians can create a manual invoice</p>
<ul>
@ -14,6 +14,6 @@
<li>In the amount field, do not enter currency symbols, only numbers and decimals</li>
</ul>
<p><strong>See the full documentation for Creating Manual Invoices in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#manualinvoice">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Creating Manual Invoices in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#manualinvoice">manual</a> (online).</strong></p>
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<h1>Patron Permissions</h1>
<h2>Patron permissions</h2>
<p>Patron Permissions are used to allow staff members access to the staff client.</p>
<p style="color: #990000">Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.</p>
<h2>Setting Patron Permissions</h2>
<h3>Setting Patron Permissions</h3>
<p>To set patron permissions, you must first have a patron of the 'Staff' type open</p>
@ -20,102 +20,109 @@
<ul>
<li>superlibrarian
<ul>
<li>Access to all functions within the staff client
<li>Access to all librarian functions
<ul>
<li style="background-color: #ffe599;">Tip: With this selected there is no need to choose any other permissions</li>
<li style="background-color: #ffe599;">Tip: With this selected there is no need to choose any other permissions</li>
</ul>
</li>
</ul>
</li>
<li>circulate
<ul>
<li>Ability to check (issue) books out and in and access the 'Circulation' page in the staff client</li>
<li>Check out and check in items</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>catalogue
<ul>
<li>Allows staff members to search the catalog via the staff client</li>
<li>Must be given to all staff members to allow them to login to the staff client</li>
<li><strong>Required for staff login.</strong> Staff access, allows viewing the catalogue in staff client
<ul>
<li style="color: #990000">Important: Must be given to all staff members to allow them to login to the staff client</li>
</ul>
</li>
</ul>
</li>
<li>parameters
<ul>
<li>Provides access to all areas of the Administration menu</li>
<li>This section can be expanded</li>
<li>Manage Koha system settings (Administration panel)</li>
<li>This secton can be expanded</li>
</ul>
</li>
<li>borrowers
<ul>
<li>Allows staff members to add or modify patrons (with the exception of setting permissions)</li>
<li>Add or modify patrons</li>
</ul>
</li>
<li>permissions
<ul>
<li>Ability to set patron permissions</li>
<li>Set user permissions</li>
</ul>
</li>
<li>reserveforothers
<ul>
<li>Ability to place holds on books for patrons via the staff interface</li>
<li>Place and modify holds for patrons</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>borrow
<ul>
<li>Grants staff members the rights to borrow books from the library</li>
<li>Borrow books</li>
</ul>
</li>
<li>editcatalogue
<ul>
<li>Ability to catalog items (add and edit bibliographic and holdings data)</li>
<li>Edit Catalog (Modify bibliographic/hodings data)</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>updatecharges
<ul>
<li>Manage patron accounts (including paying fines, adding credits, and creating invoices)</li>
<li>Manage patrons fines and fees</li>
</ul>
</li>
<li>acquisition
<ul>
<li>Provides access to the acquisitions and patron purchase suggestion modules</li>
<li>Acquisition and/or suggestion management</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>management
<ul>
<li>No longer in use</li>
<li>Set library management paraments (deprecated)
<ul>
<li style="color: #990000">Important: This permission level no longer controls anything.</li>
</ul>
</li>
</ul>
</li>
<li>tools
<ul>
<li>Access to all items in the Tools section of the staff client</li>
<li>Use all tools</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>editauthorities
<ul>
<li>Provides access to edit the authority record</li>
<li>Edit Authorities</li>
</ul>
</li>
<li>serials
<ul>
<li>Allows access to the serials module</li>
<li>Manage serial subscriptions</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>reports
<ul>
<li>Allow access to the Reports module (ability to create, edit and run all reports)</li>
<li>Allow access to the reports module</li>
<li>Reports found on the Circulation page are not controlled by this permission</li>
<li>This section can be expanded</li>
</ul>
</li>
<li>staffaccess
<ul>
<li>Provides the ability to modify login / permissions for staff users</li>
<li style="color: #990000">Important: Requires the borrowers permission above</li>
<li>Allow staff members to modify permissions for other staff members</li>
<li style="color: #990000">Important: Requires the borrowers permission above</li>
</ul>
</li>
</ul>
@ -127,13 +134,20 @@
<ul>
<li>circulate_remaining_permissions
<ul>
<li>All circulation rights except the ability to override renewals</li>
<li>Remaining circulation permissions</li>
<li>All circulation rights except the ability to override renewals</li>
</ul>
</li>
<li>overdues_report
<ul>
<li>Execute overdue items report</li>
<li>The permission to run the overdues reports found under Circulation</li>
</ul>
</li>
<li>override_renewals
<ul>
<li>Override blocked renewals</li>
<li>Requires that the staff member also has circulate_remaining_permissions</li>
<li>Requires that the staff member also has circulate_remaining_permissions</li>
</ul>
</li>
</ul>
@ -143,14 +157,16 @@
<p>If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:</p>
<ul>
<li>manage_circ_rules
<li>manage_circ_rules
<ul>
<li>The ability to edit circulation and fine rules in the administration area</li>
<li>Manage circulation rules</li>
<li>The ability to access the Circulation and fines rules in the administration area</li>
</ul>
</li>
<li>parameters_remaining_permissions
<li>parameters_remaining_permissions
<ul>
<li>Access to all other areas under Administration</li>
<li>Remaining system parameters permissions</li>
<li>The ability to access all areas in Administration (other than the Circulation and fine rules)</li>
</ul>
</li>
</ul>
@ -162,12 +178,13 @@
<ul>
<li>modify_holds_priority
<ul>
<li>Modify holds priority</li>
<li>Allow staff members to alter the holds priority (moving patrons up and down the queue)</li>
</ul>
</li>
<li>place_holds
<ul>
<li>Allows staff members to place holds for patrons via the staff interface</li>
<li>Place holds for patrons</li>
</ul>
</li>
</ul>
@ -179,16 +196,19 @@
<ul>
<li>edit_catalogue
<ul>
<li>Edit catalog (Modify bibliographic/holdings data)</li>
<li>Ability to access all cataloging functions via the Cataloging page</li>
</ul>
</li>
<li>edit_items
<ul>
<li>Ability to make edits to item records, but not bib records</li>
<li>Edit items</li>
<li>Ability to make edits to item/holdings records, but not bibliographic records</li>
</ul>
</li>
<li>fast_cataloging
<ul>
<li>Fast cataloging</li>
<li>The ability to catalog using only the Fast Add Framework found on the Circulation page</li>
</ul>
</li>
@ -201,17 +221,22 @@
<ul>
<li>budget_add_del
<ul>
<li>Ability to add and delete budgets (not modify)</li>
<li>Add and delete budgets (but can't modify them)</li>
</ul>
</li>
<li>budget_manage
<ul>
<li>Manage budgets</li>
</ul>
</li>
<li>budget_manage_all
<ul>
<li>Manage all budgets</li>
</ul>
</li>
<li>budget_modify
<ul>
<li>Ability to edit existing budgets (not to add or delete)</li>
<li>Modify budget (can't create lines, but can modify existing ones)</li>
</ul>
</li>
<li>contracts_manage
@ -263,7 +288,7 @@
</li>
<li>claim_serials
<ul>
<li>Claim missing serials</li>
<li>Claim missing serials via the Claims section</li>
</ul>
</li>
<li>create_subscription
@ -278,21 +303,24 @@
</li>
<li>edit_subscription
<ul>
<li>Edit (but not delete or create) an existing subscription</li>
<li>Edit an existing subscription</li>
<li>This permission does not include the ability to delete or create a subscription</li>
</ul>
</li>
<li>receive_serials
<ul>
<li>Serials receiving</li>
<li>Receive serials on existing subscriptions</li>
</ul>
</li>
<li>renew_subscription
<ul>
<li>Renew an existing subscription</li>
<li>Renew a subscription</li>
</ul>
</li>
<li>routing
<ul>
<li>Routing</li>
<li>Manage routing lists</li>
</ul>
</li>
@ -305,97 +333,122 @@
<ul>
<li>batch_upload_patron_images
<ul>
<li>Upload patron images in batch or one at a time (Access to the Image Upload Tool)</li>
<li>Upload patron images in batch or one at a time</li>
<li>Access to the Image Upload Tool</li>
</ul>
</li>
<li>delete_anonymize_patrons
<ul>
<li>Delete old borrowers and anonymize circulation/reading history (Access to the Anonymize Patron Tool)</li>
<li>Delete old borrowers and anonymize circulation/reading history (deletes borrower reading history)</li>
<li>Access to the Anonymize Patron Tool</li>
</ul>
</li>
<li>edit_calendar
<ul>
<li>Define days when the library is closed (Access to the Calendar/Holidays Tool)</li>
<li>Define days when the library is closed</li>
<li>Access to the Calendar/Holidays Tool</li>
</ul>
</li>
<li>edit_news
<ul>
<li>Write news for the OPAC and staff interfaces (Access to the News Tool)</li>
<li>Write news for the OPAC and staff interfaces</li>
<li>Access to the News Tool</li>
</ul>
</li>
<li>edit_notice_status_triggers
<ul>
<li>Set notice/status triggers for overdue items (Access to the Overdue Notice Status/Triggers Tool)</li>
<li>Set notice/status triggers for overdue items</li>
<li>Access to the Overdue Notice Status/TriggersTool</li>
</ul>
</li>
<li>edit_notices
<ul>
<li>Define notices (Access to the Notices Tool)</li>
<li>Define notices</li>
<li>Access to the Notices Tool</li>
</ul>
</li>
<li>export_catalog
<ul>
<li>Export bibliographic and holdings data (Access to the Export Bibliographic &amp; Holdings Data Tool)</li>
<li>Export bibliographic, authorities and holdings data</li>
<li>Access to the Export Data Tool</li>
</ul>
</li>
<li>import_patrons
<ul>
<li>Import patron data (Access to the Import Patrons Tool)</li>
<li>Import patron data</li>
<li>Access to the Import Patrons Tool</li>
</ul>
</li>
<li>inventory
<ul>
<li>Perform inventory (stocktaking) of your catalog (Access to the Inventory Tool)</li>
<li>Perform inventory (stocktaking) of your catalog</li>
<li>Access to the Inventory Tool</li>
</ul>
</li>
<li>items_batchdel
<ul>
<li>Perform batch deletion of items (Access to the Delete a queryset of items Tool)</li>
<li>Perform batch deletion of items</li>
<li>Access to the Batch Item Deletion Tool</li>
</ul>
</li>
<li>items_batchmod
<ul>
<li>Perform batch modification of items (Access to the Modify a queryset of items Tool)</li>
<li>Perform batch modification of items</li>
<li>Access to the Batch Item Modification Tool</li>
</ul>
</li>
<li>label_creator
<ul>
<li>Create printable labels and barcodes from catalog and patron data (Access to the Label Creator and Quick Label Creator Tools)</li>
<li>Create printable labels and barcodes from catalog and patron data</li>
<li>Access to the Label Creator and Quick Label Creator Tools</li>
</ul>
</li>
<li>manage_csv_profiles
<ul>
<li>Create and edit CSV profiles (Access to the CSV Profiles Tool)</li>
<li>Manage CSV export profiles</li>
<li>Access to the CSV Profiles Tool</li>
</ul>
</li>
<li>manage_staged_marc
<ul>
<li>Managed staged MARC records, including completing and reversing imports (Access to the Manage Staged MARC Records Tool)</li>
<li>Managed staged MARC records, including completing and reversing imports</li>
<li>Access to the Manage Staged MARC Records Tool</li>
</ul>
</li>
<li>moderate_comments
<ul>
<li>Moderate patron comments (Access to the Comments and Tags Tools)</li>
<li>Moderate patron comments</li>
<li>Access to the Comments Tool</li>
</ul>
</li>
<li>moderate_tags
<ul>
<li>Moderate patron tags</li>
<li>Acces to the Tags Tool</li>
</ul>
</li>
<li>schedule_tasks
<ul>
<li>Schedule tasks to run (Access to the Task Scheduler Tool)</li>
<li>Schedule tasks to run</li>
<li>Access to the Task Scheduler Tool</li>
</ul>
</li>
<li>stage_marc_import
<ul>
<li>Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)</li>
<li>Stage MARC records into the reservoir</li>
<li>Access to the Stage MARC Records Tool</li>
</ul>
</li>
<li>upload_local_cover_images
<li>upload_local_cover_images
<ul>
<li>Upload local cover images (Access to the Upload Local Cover Image Tool)</li>
<li>Upload local cover images</li>
<li>Access to the Upload Local Cover Image Tool</li>
</ul>
</li>
<li>view_system_logs
<ul>
<li>Browse the system logs (Access to the Log Viewer Tool)</li>
<li>Browse the system logs</li>
<li>Access to the Log Viewer Tool</li>
</ul>
</li>
</ul>
@ -407,16 +460,18 @@
<ul>
<li>create_reports
<ul>
<li>Create SQL Reports</li>
<li>The ability to create and edit but not run SQL reports</li>
</ul>
</li>
<li>execute_reports
<ul>
<li>Execute SQL Reports</li>
<li>The ability to run but not create or edit SQL reports</li>
</ul>
</li>
</ul>
<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.10/en/patronpermissions.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.12/en/patronpermissions.html">manual</a> (online).</strong></p>
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@ -11,7 +11,7 @@
<p>The default minimum password length is 3 characters long. To change this value, update your system preferences.</p>
<p><strong>See the full documentation for Editing Patrons in the <a href="http://manual.koha-community.org/3.10/en/editpatrons.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Editing Patrons in the <a href="http://manual.koha-community.org/3.12/en/editpatrons.html">manual</a> (online).</strong></p>
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<h1>Patron Search</h1>
<h1>Patron search</h1>
<p>From here you can search for a patron by using the search boxes at the top of the page.</p>
@ -30,12 +30,17 @@
<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li>
</ul>
</li>
<li>Street address:
<ul>
<li>Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address</li>
</ul>
</li>
</ul>
<p>If you want to filter your results to a specific library or category, you can click the plus sign [+] to the right of the search box.</p>
<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
<p><strong>See the full documentation for Patron Search in the <a href="http://manual.koha-community.org/3.10/en/patronsearch.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Search in the <a href="http://manual.koha-community.org/3.12/en/patronsearch.html">manual</a> (online).</strong></p>
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<h1>Add Patrons</h1>
<h1>Add patrons</h1>
<p>Patron categories belong to one of six overreaching categories in Koha.</p>
@ -86,6 +86,6 @@
<p style="color: #990000">Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.</p>
<p><strong>See the full documentation for Adding Patrons in the <a href="http://manual.koha-community.org/3.10/en/patrons.html#addnewpatron">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Adding Patrons in the <a href="http://manual.koha-community.org/3.12/en/patrons.html#addnewpatron">manual</a> (online).</strong></p>
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@ -32,12 +32,17 @@
<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li>
</ul>
</li>
<li>Street address:
<ul>
<li>Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address</li>
</ul>
</li>
</ul>
<p>If you want to filter your results to a specific library or category, you can click the plus sign [+] to the right of the search box.</p>
<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.10/en/patrons.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.12/en/patrons.html">manual</a> (online).</strong></p>
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<h1>Update patron records</h1>
<p>If you are allowing patrons to edit their accounts via the OPAC with the OPACPatronDetails preference then you will need to approve all changes via the staff client before they're applied. If there are patron edits awaiting action they will appear on the staff client dashboard below the modules list (along with other items awaiting action).</p>
<p>When you click the 'Patrons requesting modifications' link you will be brought to a list of patrons with requested changes.</p>
<p>From here you can 'Approve' and apply the changes to the patron record, 'Delete' and remove the changes or 'Ignore' and keep the changes pending to review later.</p>
<p><strong>See the full documentation for Updating patron records in the <a href="http://manual.koha-community.org/3.12/en/mangepatronedits.html">manual</a> (online).</strong></p>
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<h1>Patron Details</h1>
<h1>Patron details</h1>
<p>When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.</p>
@ -109,6 +109,6 @@
<li>You will be brought to your new patron</li>
</ul>
<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html">manual</a> (online).</strong></p>
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<h1>Patron Notices</h1>
<h1>Patron notices</h1>
<p>The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent</p>
<p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p>
<p><strong>See the full documentation for Patron Notices in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#patnotices">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Notices in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#patnotices">manual</a> (online).</strong></p>
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@ -57,6 +57,6 @@
</li>
</ul>
<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
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</li>
</ul>
<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
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<h1>Patron Cirulation History</h1>
<h1>Patron circulation history</h1>
<p>The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.</p>
@ -8,6 +8,6 @@
<p>This will generate a text file with one barcode per line.</p>
<p><strong>See the full documentation for Circulation History in the <a href="http://manual.koha-community.org/3.10/en/patroninformation.html#circhistory">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Circulation History in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#circhistory">manual</a> (online).</strong></p>
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<p>On this tab you will be able to see and edit all of the routing lists that this patron is on.</p>
<p><strong>See the full documentation for Patron routing lists in the <a http://manual.koha-community.org/3.10/en/patroninformation.html#patronroutingtab">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron routing lists in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#patronroutingtab">manual</a> (online).</strong></p>
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<p>Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron's circulation actions.</p>
<p><strong>See the full documentation for Patron Statistics in the <a http://manual.koha-community.org/3.10/en/patroninformation.html#patronstatstab">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Patron Statistics in the <a href="http://manual.koha-community.org/3.12/en/patroninformation.html#patronstatstab">manual</a> (online).</strong></p>
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<h1>Online help</h1>
<p>Sorry, there is no help available for this topic, please refer to the <a href="http://manual.koha-community.org/3.10/en/">Koha 3.10 manual</a> (online).</p>
<p>Sorry, there is no help available for this topic, please refer to the <a href="http://manual.koha-community.org/3.12/en/">Koha 3.12 manual</a> (online).</p>
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<p>To add a new batch, you want to click on the 'Batches' button at the top of your page and choose 'New Batch'</p>
<p><strong>See the full documentation for the Patron Card Batches in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html#patroncardbatches">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Card Batches in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html#patroncardbatches">manual</a> (online).</strong></p>
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<p>After saving, your layouts will appear on the 'Manage Layouts' page.</p>
<p><strong>See the full documentation for the Patron Card Layouts in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html#cardlayouts">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Card Layouts in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html#cardlayouts">manual</a> (online).</strong></p>
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<p>Once you have saved your new profile, you can return to the list of templates and choose to edit the template that this profile is for.</p>
<p><strong>See the full documentation for the Patron Card Profiles in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html#patronprofile">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Card Profiles in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html#patronprofile">manual</a> (online).</strong></p>
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@ -25,6 +25,6 @@ After saving, your templates will appear on the 'Manage Templates' page.</li>
</li>
</ul>
<p><strong>See the full documentation for the Patron Card Templates in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html#patrontemplate">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Card Templates in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html#patrontemplate">manual</a> (online).</strong></p>
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<p>The developers of the Patron Card Creator module hope you will find this an extremely useful tool. You are encouraged to submit any enhancement requests as well as any bugs via Koha Project Bugzilla.</p>
<p><strong>See the full documentation for the Patron Card Creator in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Card Creator in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html">manual</a> (online).</strong></p>
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<p>To delete one or multiple of these images, click the checkbox to the right of each image you want to delete and click the 'Delete' button.</p>
<p><strong>See the full documentation for Managing Images in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html#managecardimages">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Managing Images in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html#managecardimages">manual</a> (online).</strong></p>
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<p>A batch is a collection of patrons for whom you want to generate cards.</p>
<p><strong>See the full documentation for the Patron Card Creator in the <a href="http://manual.koha-community.org/3.10/en/patroncardcreator.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for the Patron Card Creator in the <a href="http://manual.koha-community.org/3.12/en/patroncardcreator.html">manual</a> (online).</strong></p>
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<p>If a patron asks to have their hold suspended you can do so by clicking the Suspend button to far right. If the patron gives you a date for the items to become unsuspended you can enter that in the date box and click the 'Update hold(s)' button to save your changes.</p>
<p><strong>See the full documentation for Holds in the <a href="http://manual.koha-community.org/3.10/en/holds.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Holds in the <a href="http://manual.koha-community.org/3.12/en/holds.html">manual</a> (online).</strong></p>
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<p>You can also review and unapprove comments you have approved in the past by choosing the 'Approved comments' tab</p>
<p><strong>See the full documentation for Comments in the <a href="http://manual.koha-community.org/3.10/en/comments.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Comments in the <a href="http://manual.koha-community.org/3.12/en/comments.html">manual</a> (online).</strong></p>
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<h1>Tag list</h1>
<p>This list shows you all of the titles tagged with the term you clicked on.</p>
<p>To remove a tag from a specific title, simply click the 'Remove tag' button to the right of the title.</p>
<p><strong>See the full documentation for Tag Moderation in the <a href="http://manual.koha-community.org/3.12/en/tagsmoderation.html">manual</a> (online).</strong></p>
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<p>To moderate the tags visit the Tags tool. 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 see all of the titles this tag was added to simply click on the term</li>
<li>To approve a tag, you can either click the 'Approve' button in line 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 in line with the term, or check all terms you want to approve and click 'Reject' below the table.</li>
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<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><strong>See the full documentation for Tag Moderation in the <a href="http://manual.koha-community.org/3.10/en/tagsmoderation.html">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Tag Moderation in the <a href="http://manual.koha-community.org/3.12/en/tagsmoderation.html">manual</a> (online).</strong></p>
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<p style="color: rgb(153, 0, 0);">Important: 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>
<p><strong>See the full documentation for Lists in the <a href="http://manual.koha-community.org/3.10/en/stafflists.html#lists">manual</a> (online).</strong></p>
<p><strong>See the full documentation for Lists in the <a href="http://manual.koha-community.org/3.12/en/stafflists.html#lists">manual</a> (online).</strong></p>
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