Merge remote-tracking branch 'origin/new/bug_7936'
This commit is contained in:
Paul Poulain
commit
6e60986819
57 changed files with 532 additions and 659 deletions
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[% INCLUDE 'help-top.inc' %]
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<h1>Vendor contracts</h1>
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<h1>Vendor Contracts</h1>
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<p>You can define contracts (with a start and end date) and attach it to a vendor. This is used so that at the end of the year you can see how much you spent on a specific contract with a vendor. In some places, contracts are set up with a minimum and maximum yearly amount.</p>
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<p>You can define contracts (with a start and end date) and attach them to a vendor. This is used so that at the end of the year you can see how much you spent on a specific contract with a vendor. In some places, contracts are set up with a minimum and maximum yearly amount.</p>
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<h2>Add a contract</h2>
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<h2>Add a Contract</h2>
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<p>At the top of a vendor search results page with only result or at the top of a vendor information page you will see a 'New contract' button.</p>
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<p>At the top of a Vendor Information Page, you will see a 'New Contract' button.</p>
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<p>The contract form will ask for some very basic information about the contract.</p>
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<p style="color: #ff0000">Important: You will not be able to enter a contract retrospectively, the end date must not be before today's date.</p>
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<p style="color: #ff0000">Important: You cannot enter a contract retrospectively. The end date must not be before today's date.</p>
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<p>Once the contract is saved it will appear below the vendor information.</p>
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<p>It will also be an option when creating a basket.</p>
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<p><strong>See the full documentation for vendor contracts in the <a href="http://manual.koha-community.org/3.6/en/acqvendors.html#vendorcontracts">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Vendor Contracts in the <a href="http://manual.koha-community.org/3.8/en/acqvendors.html#vendorcontracts">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
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@ -2,12 +2,14 @@
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<h1>Acquisitions</h1>
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<p>The Koha acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p>
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<p>The Koha Acquisitions module provides a way for the library to record orders placed with vendors and manage purchase budgets.</p>
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<p>You do not need to use acquisitions to add items to your catalog, acquisitions is used only to track vendors and spending against your budgets.</p>
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<p>You do not need to use Acquisitions to add items to your catalog. Acquisitions is used only to track vendors and spending against your budgets.</p>
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<p>Before using the acquisitions module you will want to make sure that you have completed all of the set up.</p>
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<p>Before using the Acquisitions Module, you will want to make sure that you have completed all of the set up.</p>
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<p>First, set your acquisitions system preferences and acquisitions administration to match your library's workflow.</p>
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<p>First, set your Acquisitions System Preferences and Acquisitions Administration to match your library's workflow.</p>
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[% INCLUDE 'help-bottom.inc' %]
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<p><strong>See the full documentation for Acquisitions in the <a href="http://manual.koha-community.org/3.8/en/acqmodule.html">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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@ -1,51 +1,48 @@
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[% INCLUDE 'help-top.inc' %]
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<h2>Placing an order</h2>
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<h2>Placing an Order</h2>
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<p>Once your basket is created you are presented with several options for adding items to the order.</p>
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<ul>
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<li>If you are ordering another copy of an existing item, you can simply search for the record in your system
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<li>If you are ordering another copy of an existing item, you can simply search for the record in your system.
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<ul>
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<li>From the results, simply click 'Order' to be brought to the order form
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<li>From the results, simply click 'Order' to be brought to the order form.
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<ul>
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<li>All of the details associated with the item will already be listed under 'Catalog details'</li>
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<li>All of the details associated with the item will already be listed under 'Catalog details.'</li>
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</ul>
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</li>
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</ul>
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</li>
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<li>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
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<ul>
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<li>
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<ul>
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<li>From this form you can make changes to the catalog details if necessary</li>
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<li>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.
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<li>From this form you can make changes to the Catalog Details if necessary.</li>
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</ul>
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</li>
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</ul>
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</li>
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<li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record'
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<li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'
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<ul>
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<li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering</li>
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<li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering.</li>
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</ul>
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</li>
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<li>If you want to search other libraries for an item to purchase you can use the 'From an external source' option which will allow you to order from a MARC record found via a Z39.50 search
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<li>If you want to search other libraries for an item to purchase, you can use the 'From an external source' option that will allow you to order from a MARC record found via a Z39.50 search.
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<ul>
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<li>From the results click the 'Order' link next to the item you want to purchase</li>
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<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed
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<li>From the results, click the Order link next to the item you want to purchase.</li>
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<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed.
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<ul>
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<li>From the warning you can choose to just order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
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<li>From the warning, you can choose to order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
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</ul>
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</li>
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<li>In the order form that pops up you will not be able to edit the catalog details</li>
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<li>In the order form that pops up, you will not be able to edit the catalog details.</li>
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</ul>
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</li>
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<li>The final option for ordering is to order from a staged record (learn more about staging records)
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<li>The final option for ordering is to order from a staged record (learn more about staging records).
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<ul>
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<li>From the list of files you are presented with, choose the 'Add orders' link
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<li>From the list of files with which you are presented, choose the 'Add orders' link.
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<ul>
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<li>From the list of records, click 'Add order' next to the item you want to add to your order
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<li>From the list of records, click 'Add order' next to the item that you want to add to your order.
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<ul>
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<li>From the order form you will not be able to edit the catalog details.</li>
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<li>From the order form, you will not be able to edit the catalog details.</li>
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</ul>
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</li>
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</ul>
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</li>
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</ul>
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<p>Once you have entered the info about the item you need to enter the Accounting information.</p>
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<p/>
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<p>Once you have entered the info about the item, you need to enter the Accounting information.</p>
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<ul>
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<li>Quantity is populated by the number of items you've added to the order above</li>
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<li>Quantity is populated by the number of items you've added to the order above.</li>
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<li>The list of funds is populated by the funds you have assigned in the Acquisitions Administration area.</li>
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<li>The vendor price will be used to calculate the rest of the amount fields below</li>
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<li>The vendor price will be used to calculate the rest of the amount fields below.</li>
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<li>If the price is uncertain, check the uncertain price box.
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<ul>
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<li>A basket with at least one uncertain price can't be closed</li>
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<li>A basket with at least one uncertain price can't be closed.</li>
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</ul>
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</li>
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<li>If you added planning values when creating the fund those values will appear in the two planning value fields</li>
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<li>If you added Planning Values when creating the Fund, those values will appear in the two Planning Value fields.</li>
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</ul>
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<p>Once an item is added to the basket you will be presented with a basket summary.</p>
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<p/>
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<p>Once an item is added to the basket you will be presented with a basket summary. From here, you can edit or remove the items that you have added.</p>
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<p>On the summary page, you also have the option to edit the information that you entered about the basket by clicking the 'Edit basket header information' button, to delete the basket altogether by clicking the 'Delete this basket' button, or to export your basket as a CSV file by clicking the 'Export this basket as CSV' button.</p>
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<p>From here you can edit or remove the items you have added.</p>
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<p>Once you're sure your basket is complete, you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor.</p>
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||||
<p>Also on the summary page you have the option to edit the information you entered about the basket by clicking the 'Edit basket header information' button, deleting the basket altogether by clicking the 'Delete this basket' button, or exporting your basket as a CSV file by clicking the 'Export this basket as CSV' button.</p>
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<p style="color: #ff0000">Important: A basket with at least one item marked as 'uncertain price' will not be able to be closed</p>
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<p>Once you're sure your basket is complete you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor.</p>
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<p style="color: #ff0000">Important: A basket with at least one items marked as 'uncertain price' will not be able to be closed</p>
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<p>Clicking the 'Uncertain Prices' button will call up a list of items with uncertain prices to quick editing.</p>
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<p>Clicking the 'Uncertain prices' button will up a list of items with uncertain prices to quick editing.</p>
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<p style="color: #ff0000">Important: 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 vender.</p>
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<p style="color: #ff0000">Important: The Uncertain Prices page is independent of the basket, it is linked to the vendor, so you will see all items on order for this vendor with uncertain prices.</p>
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<h2>Printing Baskets</h2>
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<h2>Printing baskets</h2>
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<p>When you are finished adding items to your basket, click 'Close this Basket.' You will be asked if you want to create a purchase order at this time.</p>
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||||
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<p>When you are finished adding items to your basket you want to click 'Close this basket'</p>
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||||
<p>Your completed order will be listed on the Basket Grouping page for printing or further modification.</p>
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||||
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<p>You will be asked if you want to create a purchase order at this time.</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>
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||||
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||||
<p>Your completed order will be listed on the Basket Grouping page for the printing or further modification.</p>
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<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/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. The PDF will have all of your library information followed by the items in your order.</p>
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<p><strong>See the full documentation for ordering in the <a href="http://manual.koha-community.org/3.6/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-top.inc' %]
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<h1>Basket groups</h1>
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<h1>Basket Groups</h1>
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<p>A basket group is a group of closed baskets that you can perform actions on.</p>
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<h2>Create a basket group</h2>
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<p>A basket group is simply a group of baskets. In some libraries, you have several staff members that 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>
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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>
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<p><strong>See the full documentation for basket groups in the <a href="http://manual.koha-community.org/3.6/en/placingacqorder.html#acqbasketgroup">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Basket Groups in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#acqbasketgroup">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-top.inc' %]
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<h2>Adding a basket</h2>
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<h2>Adding a Basket</h2>
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<p>When adding a basket you want to give it a name that will help you identify it later. The notes fields are optional and can contain any type of information.</p>
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<p>When adding a basket, give it a name that will help you identify it later. The notes fields are optional and can contain any type of information.</p>
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<p>If you have added contracts to the vendor you're ordering from, you will also have an option to choose which contract you're ordering these items under.</p>
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<p>If you have added contracts to the vendor from whom you are ordering, you will also have an option to choose which contract you are ordering those items under.</p>
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<p>When finished, click 'Save'</p>
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<p>When finished, click 'Save.'</p>
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<h2>Editing basket headers</h2>
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<h2>Editing Basket Headers</h2>
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<p>After creating your basket you can edit the name of the basket, the notes associated with it and the contract you're ordering against.</p>
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<p>After creating your basket, you can edit the name of the basket, the notes associated with it and the contract you're ordering against.</p>
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<p><strong>See the full documentation for ordering in the <a href="http://manual.koha-community.org/3.6/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-top.inc' %]
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<h1>Acquisitions searching</h1>
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<h1>Acquisitions Searching</h1>
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<p>At the top of the various Acquisition pages there is a quick search box where you can perform either a vendor search or an order search.</p>
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<p>At the top of the various Acquisition pages, there is a quick search box where you can perform either a Vendor Search or an Order Search.</p>
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<p>In the vendor search you can enter any part of the vendor name to get results.</p>
|
||||
<p>In the Vendor Search, you can enter any part of the vendor name to get results.</p>
|
||||
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||||
<p>Using the orders search you can search for items that have been ordered with or without the vendor.</p>
|
||||
<p>Using the Orders Search, you can search for items that have been ordered with or without the vendor.</p>
|
||||
|
||||
<p>You can enter info in one or both fields and you can enter any part of the title and/or vendor name.</p>
|
||||
|
||||
<p>Clicking the plus sign to the right of the vendor search box will expand the search and allow you to search for additional fields.</p>
|
||||
<p>Clicking the plus sign to the right of the Vendor search box will expand the search and allow you to search for additional fields.</p>
|
||||
|
||||
<p>Clicking "Advanced search" to the right of the search button will give you all of the order search options available.</p>
|
||||
<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/3.6/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/3.8/en/acqsearch.html">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-top.inc' %]
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||||
|
||||
<h1>Acquisitions searching</h1>
|
||||
<h1>Acquisitions Searching</h1>
|
||||
|
||||
<p>At the top of the various Acquisition pages there is a quick search box where you can perform either a vendor search or an order search.</p>
|
||||
<p>At the top of the various Acquisition pages is a quick search box where you can perform either a Vendor Search or an Order Search.</p>
|
||||
|
||||
<p>In the vendor search you can enter any part of the vendor name to get results.</p>
|
||||
<p>In the Vendor Search, you can enter any part of the vendor name to get results.</p>
|
||||
|
||||
<p>Using the orders search you can search for items that have been ordered with or without the vendor.</p>
|
||||
<p>Using the Orders Search, you can search for items that have been ordered with or without the vendor.</p>
|
||||
|
||||
<p>You can enter info in one or both fields and you can enter any part of the title and/or vendor name.</p>
|
||||
<p>You can enter info in one or both fields, and you can enter any part of the title and/or vendor name.</p>
|
||||
|
||||
<p>Clicking the plus sign to the right of the vendor search box will expand the search and allow you to search for additional fields.</p>
|
||||
<p>Clicking the plus sign to the right of the Vendor search box will expand the search and allow you to search for additional fields.</p>
|
||||
|
||||
<p>Clicking "Advanced search" to the right of the search button will give you all of the order search options available.</p>
|
||||
<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/3.6/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/3.8/en/acqsearch.html">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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@ -1,17 +1,21 @@
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[% INCLUDE 'help-top.inc' %]
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||||
<h1>Claims & late orders</h1>
|
||||
<h1>Claims & Late Orders</h1>
|
||||
|
||||
<p>If you have entered in an email address for the vendors in your system you can send them claim emails when an order is late. Before you can send claims you will need to set up an acquisitions claim notice.</p>
|
||||
<p>If you have entered an email address for the vendors in your system, you can send them claim emails when an order is late. Before you can send claims, you will need to set up an acquisitions claim notice.</p>
|
||||
|
||||
<p>Upon clicking on the link to 'Late orders' from the Acquisitions page you will be presented with a series of filter options on the left hand side.</p>
|
||||
<p>Upon clicking the link to 'Late Orders' from the Acquisitions page, you will be presented with a series of filter options on the left hand side. These filters will be applied only to closed baskets.</p>
|
||||
|
||||
<p>Once you filter your orders to show you the things you consider to be late you will be presented with a list of these items.</p>
|
||||
<p><strong>Note:</strong> The vendor pull down only shows vendors with closed baskets that are late.</p>
|
||||
|
||||
<p>To the right of each late title you will be see a checkbox. Check off the ones you want a claim letter sent to and click 'Claim order.' This will automatically send an email to the vendor at the email address you have on file.</p>
|
||||
<p>Once you filter your orders to show you the things you consider to be late, you will be presented with a list of these items.</p>
|
||||
|
||||
<p>If you would rather use a different acquisition claim letter (other than the default) you can create that in the notices module and choose it from the menu above the list of late items.</p>
|
||||
<p>To the right of each late title you will be see a checkbox. Check the ones that you want a claim letter sent to and click 'Claim Order' at the bottom right of the list. This will automatically send an email to the vendor at the email address you have on file.</p>
|
||||
|
||||
<p><strong>See the full documentation for claims and late orders in the <a href="http://manual.koha-community.org/3.6/en/acqclaims.html">manual</a> (online).</strong></p>
|
||||
<p><strong>Note:</strong> The Estimated Delivery Date is based on the Delivery time value entered on the vendor record.</p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
<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/3.8/en/acqclaims.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,17 +1,14 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Order from an existing record</h1>
|
||||
<h1>Order from an Existing Record</h1>
|
||||
|
||||
<p>If you are ordering another copy of an existing item, you can simply search for the record in your system</p>
|
||||
<p>If you are ordering another copy of an existing item, you can simply search for the record in your system.</p>
|
||||
|
||||
<ul>
|
||||
<li>From the results, simply click 'Order' to be brought to the order form
|
||||
<ul>
|
||||
<li>From the results, simply click 'Order' to be brought to the order form.</li>
|
||||
<li>All of the details associated with the item will already be listed under 'Catalog details'</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<p><strong>See the full documentation for ordering in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,13 +1,13 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Order from a new empty record</h1>
|
||||
<h1>Order from a New Empty Record</h1>
|
||||
|
||||
<p>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record'</p>
|
||||
<p>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'</p>
|
||||
|
||||
<ul>
|
||||
<li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering</li>
|
||||
<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/3.6/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/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,13 +1,13 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Order from purchase suggestion</h1>
|
||||
<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, then you can place orders from those suggestions.</p>
|
||||
|
||||
<ul>
|
||||
<li>From this form you can make changes to the catalog details if necessary</li>
|
||||
<li>From this form you, can make changes to the Catalog Details if necessary.</li>
|
||||
</ul>
|
||||
|
||||
<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,19 +1,21 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Receiving orders</h1>
|
||||
<h1>Receiving Orders</h1>
|
||||
|
||||
<p>Orders can be received from the vendor information page or the vendor search results page.</p>
|
||||
|
||||
<p>After clicking 'Receive shipment' you will be asked to enter a vendor invoice number and a shipment received date.</p>
|
||||
<p>After clicking 'Receive shipment,' you will be asked to enter a vendor invoice number and a shipment received date.</p>
|
||||
|
||||
<p>The receive page will list all items still on order with the vendor regardless of the basket the item is from.</p>
|
||||
<p>The receive page will list all items still on order with the vendor, regardless of which basket contains the item.</p>
|
||||
|
||||
<p>To receive a specific item, click the 'Receive' link to the right of the item.</p>
|
||||
|
||||
<p>From this form you can alter the cost information. You can also choose to only receive 1 of multiple items if only 1 arrived. Once you have made any changes necessary, click 'Save' to mark the item as received.</p>
|
||||
<p>From this form, you can alter the cost information. You can also choose to only receive one of multiple items if only one arrived. Once you have made any necessary changes, click 'Save' to mark the item as received.</p>
|
||||
|
||||
<p>When you're finished receiving items, you can navigate away from this page or click the 'Finish receiving' button at the bottom of the screen.</p>
|
||||
|
||||
<p>You will also see that the item is received if you view the basket.</p>
|
||||
|
||||
<p><strong>See the full documentation for Receiving orders in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/receiveacqorder.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,19 +1,21 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Receiving orders</h1>
|
||||
<h1>Receiving Orders</h1>
|
||||
|
||||
<p>Orders can be received from the vendor information page or the vendor search results page.</p>
|
||||
<p>Orders can be received from the Vendor Information page or the Vendor Search Results page.</p>
|
||||
|
||||
<p>After clicking 'Receive shipment' you will be asked to enter a vendor invoice number and a shipment received date.</p>
|
||||
<p>After clicking 'Receive shipment,' you will be asked to enter a vendor invoice number and a shipment received date.</p>
|
||||
|
||||
<p>The receive page will list all items still on order with the vendor regardless of the basket the item is from.</p>
|
||||
<p>The Receive page will list all items still on order with the vendor, no matter which basket the item is from.</p>
|
||||
|
||||
<p>To receive a specific item, click the 'Receive' link to the right of the item.</p>
|
||||
|
||||
<p>From this form you can alter the cost information. You can also choose to only receive 1 of multiple items if only 1 arrived. Once you have made any changes necessary, click 'Save' to mark the item as received.</p>
|
||||
<p>From this form, you can alter the cost information. You can also choose to only receive one of multiple items if only one arrived. Once you have made any necessary changes, click 'Save' to mark the item as received.</p>
|
||||
|
||||
<p>When you're finished receiving items, you can navigate away from this page or click the 'Finish receiving' button at the bottom of the screen.</p>
|
||||
|
||||
<p>You will also see that the item is received if you view the basket.</p>
|
||||
|
||||
<p><strong>See the full documentation for receiving orders in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/receiveacqorder.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,19 +1,21 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Receiving orders</h1>
|
||||
<h1>Receiving Orders</h1>
|
||||
|
||||
<p>Orders can be received from the vendor information page or the vendor search results page.</p>
|
||||
|
||||
<p>After clicking 'Receive shipment' you will be asked to enter a vendor invoice number and a shipment received date.</p>
|
||||
<p>After clicking 'Receive shipment,' you will be asked to enter a vendor invoice number and a shipment received date.</p>
|
||||
|
||||
<p>The receive page will list all items still on order with the vendor regardless of the basket the item is from.</p>
|
||||
<p>The Receive Page will list all items still on order with the vendor regardless of the basket the item is from.</p>
|
||||
|
||||
<p>To receive a specific item, click the 'Receive' link to the right of the item.</p>
|
||||
|
||||
<p>From this form you can alter the cost information. You can also choose to only receive 1 of multiple items if only 1 arrived. Once you have made any changes necessary, click 'Save' to mark the item as received.</p>
|
||||
<p>From this form, you can alter the cost information. You can also choose to only receive one of multiple items if only one arrived. Once you have made any necessary changes, click 'Save' to mark the item as received.</p>
|
||||
|
||||
<p>When you're finished receiving items, you can navigate away from this page or click the 'Finish receiving' button at the bottom of the screen.</p>
|
||||
|
||||
<p>You will also see that the item is received if you view the basket.</p>
|
||||
|
||||
<p><strong>See the full documentation for receiving orders in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/receiveacqorder.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -2,52 +2,55 @@
|
|||
|
||||
<h1>Vendors</h1>
|
||||
|
||||
<p>Before any orders can be places you must first enter at least one vendor.</p>
|
||||
<p>Before any orders can be placed, you must first enter at least one vendor.</p>
|
||||
|
||||
<h2>Add a vendor</h2>
|
||||
<h2>Add a Vendor</h2>
|
||||
|
||||
<p>To add a vendor click the 'New vendor' button on the Acquisitions page.</p>
|
||||
<p>To add a vendor, click the 'New Vendor' button on the Acquisitions page.</p>
|
||||
|
||||
<p>The vendor add form is broken into three pieces.</p>
|
||||
<p>The vendor add form is broken into three pieces:</p>
|
||||
|
||||
<ul>
|
||||
<li>The first section is for basic information about the vendor
|
||||
<li>The first section is for basic information about the vendor.
|
||||
<ul>
|
||||
<li>Of these fields, only the vendor name is required, the rest of the information should be added to help with generating claim letters and invoices</li>
|
||||
<li>Of these fields, only the vendor name is required. The rest of the information should be added to help with generating claim letters and invoices.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>The second section is for information regarding your contact at the vendor's office
|
||||
<li>The second section is for information regarding your contact at the Vendor's office.
|
||||
<ul>
|
||||
<li>None of these fields are required, they should only be entered if you want to keep track of your contact's information within Koha</li>
|
||||
<li>None of these fields are required. They should only be entered if you want to keep track of your contact information within Koha.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>The final section is for billing information
|
||||
<li>The final section is for billing information:
|
||||
<ul>
|
||||
<li>To be able to order from a vendor you must make them 'Active'</li>
|
||||
<li>For list prices and invoice prices choose the currency
|
||||
<li>To be able to order from a vendor, you must make them 'Active.'</li>
|
||||
<li>For List Prices and Invoice Prices, choose the currency.
|
||||
<ul>
|
||||
<li>Currencies are assigned in the Currencies & Exchange rates admin area</li>
|
||||
<li>Currencies are assigned in the Currencies & Exchange Rates admin area.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field
|
||||
<li>If your library is charged tax, mark your Tax Number as registered.</li>
|
||||
<li>Note: if you list prices and/or invoice prices, include tax.</li>
|
||||
<li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field.
|
||||
<ul>
|
||||
<li>You can enter item specific discounts when placing an order</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>GST rate is for any tax the vendor may charge</li>
|
||||
<li>Notes are for internal use</li>
|
||||
<li>Enter your tax rate if your library is charged taxes on orders.</li>
|
||||
<li>If you know how long it usually takes orders to arrive from this vendor, you can enter a delivery time. This will allow Koha to estimate when orders will arrive at your library on the late orders report.</li>
|
||||
<li>Notes are for internal use.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h2>View/Edit a vendor</h2>
|
||||
<h2>View/Edit a Vendor</h2>
|
||||
|
||||
<p>To view a vendor's information page you must search for the vendor from the Acquisitions home page. Your search can be for any part of the vendor's name.</p>
|
||||
|
||||
<p>From the results, click on the name of the vendor you want to view or edit.</p>
|
||||
<p>To view a vendor's information page, you must search for the vendor from the Acquisitions home page. Your search can be for any part of the vendor's name. From the results, click on the name of the vendor you want to view or edit.</p>
|
||||
|
||||
<p>To make changes to the vendor, simply click the 'Edit' button.</p>
|
||||
|
||||
<p><strong>See the full documentation for managing vendors in the <a href="http://manual.koha-community.org/3.6/en/acqvendors.html">manual</a> (online).</strong></p>
|
||||
<p>If the vendor has no baskets attached to it, a 'Delete' button will also be visible, allowing the vendor to be deleted.</p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
<p><strong>See the full documentation for managing Vendors in the <a href="http://manual.koha-community.org/3.8/en/acqvendors.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,19 +1,19 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Order from an external source</h1>
|
||||
<h1>Order from an External Source</h1>
|
||||
|
||||
<p>If you want to search other libraries for an item to purchase you can use the 'From an external source' option which will allow you to order from a MARC record found via a Z39.50 search</p>
|
||||
<p>If you want to search other libraries for an item to purchase, use the 'From an external source' option, which will allow you to order from a MARC record found via a Z39.50 search.</p>
|
||||
|
||||
<ul>
|
||||
<li>From the results click the Order link next to the item you want to purchase</li>
|
||||
<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed
|
||||
<li>From the results, click the Order link next to the item you want to purchase.</li>
|
||||
<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options for how to proceed.
|
||||
<ul>
|
||||
<li>From the warning you can choose to just order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
|
||||
<li>From the warning, you can choose to order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>In the order form that pops up you will not be able to edit the catalog details</li>
|
||||
<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/3.6/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/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,35 +1,35 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Administration help</h1>
|
||||
<h1>Administration Help</h1>
|
||||
|
||||
<p>The administration area is where you set all of your preferences for the system. Preference are broken down into several categories.</p>
|
||||
<p>The administration area is where you set all of your preferences for the system. Preference are broken down into several categories, detailed below.</p>
|
||||
|
||||
<h3>Global system preferences</h3>
|
||||
<h3>Global System Preferences</h3>
|
||||
|
||||
<p>Koha has an extensive set of system preferences. The system preferences control all the various features within Koha and whether they are active in your install or not. System preferences are generally set once at install and then not changed.</p>
|
||||
<p>Koha has an extensive set of system preferences. The system preferences control all the various features within Koha, whether they are active in your install or not. System preferences are set at install and are generally not changed afterwards.</p>
|
||||
|
||||
<p>If you are not sure what combination of system preferences to use, try using one of the sample profiles at install. </p>
|
||||
<p>If you are not sure what combination of system preferences to use, try using one of the sample profiles at install.</p>
|
||||
|
||||
<p style="color: #990000">IMPORTANT: many preferences interact with each other. Turning on one system preference may require that others are also set.</p>
|
||||
<p style="color: #990000">IMPORTANT: Many preferences interact with each other. Turning on one system preference may require that others are also set.</p>
|
||||
|
||||
<h3>Basic parameters</h3>
|
||||
<h3>Basic Parameters</h3>
|
||||
|
||||
<p>Basic parameters is where library policies are set and governed. It is best to set your system preferences, and then to work through the Basic Parameters in the order that they appear on this page.</p>
|
||||
<p>"Basic Parameters" is where library policies are set and governed. It is best to set your system preferences and then work through the basic parameters in the order that they appear on this page.</p>
|
||||
|
||||
<p>Note not all basic parameters are required to be set. For example if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored.</p>
|
||||
<p>Please note that it is not required to set all the basic parameters. For example, if you do not plan to use budget based acquisitions, then 'Funds,' 'Budgets,' and 'Currencies and Exchange Rates' can be ignored.</p>
|
||||
|
||||
<h3>Patrons and circulation</h3>
|
||||
<h3>Patrons and Circulation</h3>
|
||||
|
||||
<p>These parameters help with the control of patron records and circulation rules. It is best to make sure you set the basic parameters before visiting this section.</p>
|
||||
<p>These parameters help control patron records and circulation rules. It is best to set the basic parameters before visiting this section.</p>
|
||||
|
||||
<h3>Catalog</h3>
|
||||
|
||||
<p>Catalog parameters assist in configuring the cataloging functionality within Koha.
|
||||
<p>Catalog parameters assist in configuring the cataloging functionality within Koha.</p>
|
||||
|
||||
<h3>Additional parameters</h3>
|
||||
<h3>Additional Parameters</h3>
|
||||
|
||||
<p>This list of parameters includes functionality that didn't fit in any other category. These items are optional and may not need to be altered depending on how your library is using Koha.</p>
|
||||
<p>
|
||||
<p><strong>See the full documentation for system administration in the <a href="http://manual.koha-community.org/3.6/en/administration.html">manual</a> (online).</strong></p>
|
||||
<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/3.8/en/administration.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -2,24 +2,24 @@
|
|||
|
||||
<h1>Budgets</h1>
|
||||
|
||||
<p>Budgets are the top level used for tracking accounting values related to acquisitions.</p>
|
||||
<p>The 'Budgets' functionality is used for tracking accounting values related to acquisitions.</p>
|
||||
|
||||
<p>An example would be to create a budget for the current year and then breaking that into funds for different areas of the library.</p>
|
||||
<p>'Budgets' can be used to create a budget for the current year and then break it into Funds for different areas of the library.</p>
|
||||
|
||||
<h2>Add a budget</h2>
|
||||
|
||||
<p>To add a budget click the 'New budget' button.</p>
|
||||
<p>To add a budget, click the 'New Budget' button.</p>
|
||||
|
||||
<ul>
|
||||
<li>Choose the time period this budget is for, whether it's an academic year, a fiscal year, a quarter, etc.</li>
|
||||
<li>The description should be something that will help you identify the budget when ordering</li>
|
||||
<li>In the amount box do not use any symbols, simply enter the amount of the budget with numbers and decimals.</li>
|
||||
<li>Marking a budget active makes it usable when placing orders in the acquisitions module, even if the order is placed after the budget end date. This will allow you to record orders that were places in a previous budget period.</li>
|
||||
<li>Locking a budget means that Funds will not be able to be modified by librarians</li>
|
||||
<li>Choose a time period for the budget, be it an academic year, a fiscal year, a quarter, or other unit of time.</li>
|
||||
<li>The description should help you identify the budget when ordering.</li>
|
||||
<li>Do not use any symbols other than the decimal separator in the amount box.</li>
|
||||
<li>Marking a budget 'Active' makes it usable when placing orders in the acquisitions module, even if an order is placed after the budget end date. This will allow you to record orders that were placed in a previous budget period.</li>
|
||||
<li>Locking a budget prevents other librarians from modifying that fund.</li>
|
||||
</ul>
|
||||
|
||||
<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>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/3.6/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/3.8/en/acqadmin.html#budgetplanning">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -4,33 +4,33 @@
|
|||
|
||||
<p>Budgets are broken into funds.</p>
|
||||
|
||||
<h2>Add a fund</h2>
|
||||
<h2>Add a Fund</h2>
|
||||
|
||||
<p>A fund is added to a budget.</p>
|
||||
<p>Funds can be added to a budget.</p>
|
||||
|
||||
<p style="color: #990000;">Important: A budget must be defined before a fund can be created.</p>
|
||||
|
||||
<p>To add a new fund click the New button and then choose which budget you would like to add the fund to.</p>
|
||||
<p>To add a new fund, click the 'New' button and choose the budget to which you would like to add the fund.</p>
|
||||
|
||||
<p>In the form that appears you wan to enter the basics about your fund.</p>
|
||||
<p>In the form that appears, enter the basics about your fund.</p>
|
||||
|
||||
<p>The three first fields are required, the rest are optional</p>
|
||||
<p>The three first fields are required. The rest are optional.</p>
|
||||
|
||||
<ul>
|
||||
<li>Fund code is a unique identifier for your fund</li>
|
||||
<li>The fund name should be something that librarians will understand</li>
|
||||
<li>Amount should be entered with only numbers and decimals, no other characters</li>
|
||||
<li>You can choose to assign this fund to a librarian. Doing so will make it so that only that librarian can make changes to the Fund</li>
|
||||
<li>Choose which library will be using this fund</li>
|
||||
<li>You can restrict who can order from this fund by choosing either the owner or the library from the 'Restrict access to' menu</li>
|
||||
<li>Notes are simply for any descriptive notes you might want to add so that librarians know when to use this fund</li>
|
||||
<li>Planning categories are used for statistical purposes. To learn more about planning categories, check out the <a href="http://manual.koha-community.org/3.6/en/acqfaq.html#planningcatfaq">planning category FAQ</a>.</li>
|
||||
<li>'Fund Code' is a unique identifier for your fund.</li>
|
||||
<li>Use a fund name that clearly describes said fund.</li>
|
||||
<li>The fund's amount should be should only include numerals and a decimal separator. No other characters should be entered.</li>
|
||||
<li>You can assign a fund to a particular librarian. This option will restrict making changes to that fund to the assigned librarian.</li>
|
||||
<li>Choose which library will use the fund</li>
|
||||
<li>You can restrict who can order from a fund by selecting an owner or a library from the 'Restrict access to' menu.</li>
|
||||
<li>The 'Notes' field is for descriptions to detail when librarians should use the fund.</li>
|
||||
li>Planning categories are used for statistical purposes. To learn more about planning categories, check out the Planning Category FAQ.</li>
|
||||
</ul>
|
||||
|
||||
<p>When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.</p>
|
||||
|
||||
<p>To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add child fund' options. A child fund simply a sub-fund of the fund listed. An example would be to have a fund for 'Fiction' and under that have a fund for 'New releases' and a fund for 'Science fiction.' It is an optional way to further organize your finances.</p>
|
||||
<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/3.6/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/3.8/en/acqadmin.html#funds">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,17 +1,17 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Budget planning</h1>
|
||||
<h1>Budget Planning</h1>
|
||||
|
||||
<p>When viewing the list of funds click the 'Planning' button and choose how you would like to plan to spend your budget.</p>
|
||||
<p>When viewing the list of funds, click the 'Budget Planning' button and choose how you would like to plan to spend your budget.</p>
|
||||
|
||||
<p>If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months.</p>
|
||||
<p>If you choose 'Plan by Months' you will see the budgeted amount broken down by months.</p>
|
||||
|
||||
<p>To hide some of the columns you can click the minus sign (-) to the right (or below as in the screenshot above) the dates. To add more columns you can click the plus sign (+) found above the 'Auto-fill row' buttons.</p>
|
||||
<p>To hide some of the columns, click the minus sign (-) to the right or below the dates. To add more columns, click the plus sign (+) found above the 'Auto-fill row' buttons.</p>
|
||||
|
||||
<p>From here you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.</p>
|
||||
<p>From here, you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form, the system will automatically divide the total. Therefore, you may have to adjust the allocations manually to better reflect your library's needs.</p>
|
||||
|
||||
<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>Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file, enter a file name in the 'Output to a file named' field and click the 'Output' button.</p>
|
||||
|
||||
<p><strong>See the full documentation for Budget planning in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/acqadmin.html#fundsplanning">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,62 +1,30 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>MARC record subfields</h1>
|
||||
<h1>MARC Record Subfields</h1>
|
||||
|
||||
<p>Frameworks are made up of MARC fields and subfields. To make edits to most frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field</p>
|
||||
<p>'Frameworks' are made up of MARC fields and subfields. To make edits to most frameworks, you must edit the fields and subfields. Click 'Edit' (on the right of each subfield) to make changes to the text associated with the field.</p>
|
||||
|
||||
<ul>
|
||||
<li>Each field has a tag (which is the MARC tag)
|
||||
<li>Each field has a tag (the MARC tag).
|
||||
<ul>
|
||||
<li>The 'Label for lib' is what will show in the staff client if you have advancedMARCeditor set to display labels</li>
|
||||
<li>The 'Label for OPAC' is what will show on the MARC view in the OPAC</li>
|
||||
<li>If you check 'Repeatable' then the field will have a plus sign next to it allowing you to add multiples of that tag</li>
|
||||
<li>If you check 'Mandatory' the record will not be allowed to save unless you have a value assigned to this tag</li>
|
||||
<li>'Authorized value' is where you define an authorized value that your catalogers can choose from a pull down to fill this field in
|
||||
To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC structure' listing</li>
|
||||
<li>'Label for lib' is what will show in the staff client if you have advancedMARCeditor set to display labels.</li>
|
||||
<li>'Label for OPAC' is what will show on the MARC view in the OPAC.</li>
|
||||
<li>If you check 'Repeatable,' the field will have a plus sign next to it that will allow you to add multiples of that tag.</li>
|
||||
<li>If you check 'Mandatory,' the record will not be allowed to save unless you have a value assigned to this tag.</li>
|
||||
<li>'Authorized value' is where you chose an authorized value list from which your catalogers can select a value for this subfield. To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>From the list of subfields you can click 'Delete' to the right of each to delete the subfields</li>
|
||||
<li>To edit the subfields click 'Edit Subfields'</li>
|
||||
<li>For each subfield you can set the following values
|
||||
<li>From the list of subfields, you can click 'Delete' to the right of each to erase the subfield in question.</li>
|
||||
<li>To edit the subfields, click 'Edit Subfields.'</li>
|
||||
<li>For each subfield, you can set the following values:
|
||||
<ul>
|
||||
<li>Text for librarian
|
||||
<ul>
|
||||
<li>what appears before the subfield in the librarian interface</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Text for OPAC
|
||||
<ul>
|
||||
<li>what appears before the field in the OPAC.</li>
|
||||
<li>If left empty, the text for librarian is used instead</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Repeatable
|
||||
<ul>
|
||||
<li>the field will have a plus sign next to it allowing you to add multiples of that tag</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Mandatory
|
||||
<ul>
|
||||
<li>the record will not be allowed to save unless you have a value assigned to this tag</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Managed in tab
|
||||
<ul>
|
||||
<li>defines the tab where the subfield is shown. All subfields of a given field must be in the same tab or ignored. Ignore means that the subfield is not managed.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Default value
|
||||
<ul>
|
||||
<li>defines what you want to appear in the field by default, this will be editable, but it saves time if you use the same note over and over or the same value in a field often.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>hidden
|
||||
<ul>
|
||||
<li>allows you to select from 19 possible visibility conditions, 17 of which are implemented. They are the following:
|
||||
<li>'Text for librarian' is what appears before the subfield in the librarian interface.</li>
|
||||
<li>'Text for OPAC' is what appears before the field in the OPAC.If left empty, the text for librarian is used instead</li>
|
||||
<li>If 'Repeatable' is checked, the field will have a plus sign next to it in the MARC cataloguing monologue which allows you to add multiples of that tag.</li>
|
||||
<li>'Mandatory' prevents the user from saving a record unless there is a value assigned to the tag.</li>
|
||||
<li>'Managed in tab' defines the tab where the subfield is shown. All subfields of a given field must either be in the same tab or ignored. 'Ignore' means that the subfield is not managed.</li>
|
||||
<li>'Default value' defines what you want to appear in the field by default. This field will be editable, but it saves time if you use the same note over and over.</li>
|
||||
<li>'Hidden' allows you to select from nineteen possible visibility conditions, seventeen of which are implemented. They are the following:
|
||||
<ul>
|
||||
<li>-9 => Future use</li>
|
||||
<li>-8 => Flag</li>
|
||||
|
|
@ -78,66 +46,24 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
|
|||
<li>8 => !OPAC !Intranet !Editor !Collapsed</li>
|
||||
<li>9 => Future use</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>( ! means 'not visible' or in the case of 'collapsed,' 'not collapsed')</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>(! means 'not visible' or in the case of collapsed 'not collapsed')</li>
|
||||
<li>If 'Is a url' is checked, the subfield is a url and can be clicked</li>
|
||||
<li>'Authorized Value' allows the librarian to select an authorized value list from which cataloguers must choose an option.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Is a URL
|
||||
<ul>
|
||||
<li>if checked, it means that the subfield is a URL and can be clicked</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>The 'Thesaurus' chooses the authority file to which the field should be linked.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Link
|
||||
<ul>
|
||||
<li>If you enter a field/subfield here (200b), a link appears after the subfield in the MARC detail view. This view is present only in the staff client, not the OPAC. If the librarian clicks on the link, a search is done on the database for the field/subfield with the same value. This can be used for 2 main topics :
|
||||
<ul>
|
||||
<li>on a field like author (200f in UNIMARC), put 200f here, you will be able to see all bib records with the same author.</li>
|
||||
<li>on a field that is a link (4xx) to reach another bib record. For example, put 011a in 464$x, will find the serials that are with this ISSN.</li>
|
||||
<li>'Plugin' allows the librarian to choose a plugin to calculate or manage a subfield. Plugins can do almost anything. For example, in UNIMARC there are plugins for all 1xx fields that are coded fields. There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a) that can find the editor from an ISBN, as well as the collection list for the editor.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li style="color: #990000;">Important: This value should not change after data has been added to your catalog</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Koha link
|
||||
<ul>
|
||||
<li>Koha is multi-MARC compliant. So, it does not know what the 245$a means, neither what 200$f (those 2 fields being both the title in MARC21 and UNIMARC). So, in this list you can "map" a MARC subfield to its meaning. Koha constantly maintains consistency between a subfield and its meaning. When the user want to search on "title", this link is used to find what is searched (245 if you're MARC21, 200 if you're UNIMARC).</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Authorized value
|
||||
<ul>
|
||||
<li>means the value cannot by typed by the librarian, but must be chosen from a pull down generated by the authorized value list</li>
|
||||
<li>In the example above, the 504a field will show the MARC504 authorized values when cataloging</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Thesaurus
|
||||
<ul>
|
||||
<li>means that the value is not free text, but must be searched in the authority/thesaurus of the selected category</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Plugin
|
||||
<ul>
|
||||
<li>means the value is calculated or managed by a plugin. Plugins can do almost anything.</li>
|
||||
<li>For example, in UNIMARC there are plugins for every 1xx fields that are coded fields. The plugin is a huge help for cataloger ! There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a that can "magically" find the editor from an ISBN, and the collection list for the editor)</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>To save your changes simply click the 'Save changes' button at the top of the screen</li>
|
||||
<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/3.6/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/3.8/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
||||
|
|
|
|||
|
|
@ -1,26 +1,24 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Authority record tags</h1>
|
||||
<h1>Authority Record Tags</h1>
|
||||
|
||||
<p>To add a field to an authority framework click the 'New Tag' button at the top of the authority framework definition</p>
|
||||
|
||||
<p>This will open up a blank form for entering MARC field data</p>
|
||||
<p>To add a field to a Authority Framework, click the 'New Tag' button at the top of the Authority Framework definition.This will open up a blank form for entering MARC field data.</p>
|
||||
|
||||
<p>Enter the information about your new tag:</p>
|
||||
|
||||
<ul>
|
||||
<li>The 'Tag' is the MARC field number</li>
|
||||
<li>The 'Label for lib' is the text that will appear in the staff client when in the cataloging module</li>
|
||||
<li>The 'Label for OPAC' is the text that will appear in the OPAC when viewing the MARC version of the record</li>
|
||||
<li>If this field can be repeated, check the 'Repeatable' box</li>
|
||||
<li>If this field is mandatory, check the 'Mandatory' box</li>
|
||||
<li>If you want this field to be a pull down with limited possible answers, choose which 'Authorized value' list you want to use</li>
|
||||
<li>The 'Tag' is the MARC field number.</li>
|
||||
<li>The 'Label for lib' is the text that will appear in the staff client when in the cataloging module.</li>
|
||||
<li>The 'Label for OPAC' is the text that will appear in the OPAC when viewing the MARC version of the record.</li>
|
||||
<li>If this field can be repeated, check the 'Repeatable' box.</li>
|
||||
<li>If this field is mandatory, check the 'Mandatory' box.</li>
|
||||
<li>If you want this field to be a drop-down menu with limited possible answers, choose which 'Authorized value' list you want to use.</li>
|
||||
</ul>
|
||||
|
||||
<p>When you're finished, click 'Save changes' and you will be presented with your new field</p>
|
||||
<p>When you're finished, click 'Save Changes' and you will be presented with your new field.</p>
|
||||
|
||||
<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>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/3.6/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/3.8/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,151 +1,65 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Authorized values</h1>
|
||||
<h1>Authorized Values</h1>
|
||||
|
||||
<p>Authorized values can be used in several areas of Koha. One reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers.</p>
|
||||
<p>Authorized Values can be used in several areas of Koha. One reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers.</p>
|
||||
|
||||
<h2>Existing values</h2>
|
||||
|
||||
<p>Koha installs with pre-defined values that your library is likely to use, for instance 'Lost'.</p>
|
||||
<h2>Existing Values</h2>
|
||||
|
||||
<p>Koha installs with pre-defined values that your library is likely to use, for instance, 'Lost.'</p> By default, this includes:
|
||||
<ul>
|
||||
<li>Asort1
|
||||
<ul>
|
||||
<li>Used for acquisitions statistical purposes</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Asort2
|
||||
<ul>
|
||||
<li>Used for acquisitions statistical purposes</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>BOR_NOTES
|
||||
<ul>
|
||||
<li>Values for custom patron notes that appear on the circulation screen and the OPAC</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Bsort1
|
||||
<ul>
|
||||
<li>Used for patron statistical purposes</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Bsort2
|
||||
<ul>
|
||||
<li>Used for patron statistical purposes</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>CART
|
||||
<ul>
|
||||
<li>Is the shelving cart location, used by InProcessingToShelvingCart and ReturnToShelvingCart</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>CCODE
|
||||
<ul>
|
||||
<li>Collection codes (appears when cataloging and working with items)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>DAMAGED
|
||||
<ul>
|
||||
<li>Descriptions for items marked as damaged (appears when cataloging and working with items)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>HINGS_AS
|
||||
<ul>
|
||||
<li>General holdings: Acquisition status designator :: This data element specifies acquisition status for the unit at the time of the holdings report.a</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>HINGS_C
|
||||
<ul>
|
||||
<li>General holdings: Completeness designator</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>HINGS_PF
|
||||
<ul>
|
||||
<li>Physical form designators</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>HINGS_RD
|
||||
<ul>
|
||||
<li>General holdings: Retention designator :: This data element specifies the retention policy for the unit at the time of the holdings report.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>HINGS_UT
|
||||
<ul>
|
||||
<li>General holdings: Type of unit designator</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>LOC
|
||||
<ul>
|
||||
<li>Shelving location (usually appears when adding or editing an item)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>LOST
|
||||
<ul>
|
||||
<li>Descriptions for the items marked as lost (appears when adding or editing an item)</li>
|
||||
<li>Values given to lost statuses should be numeric and not alphabetical in order for statuses to appear properly</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>MANUAL_INV
|
||||
<ul>
|
||||
<li>Values for manual invoicing types</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>NOT_LOAN
|
||||
<ul>
|
||||
<li>Reasons why a title is not for loan</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>PROC
|
||||
<ul>
|
||||
<li>The location to be used for NewItemsDefaultLocation (change description as desired), also the location expected by InProcessingToShelvingCart.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>RESTRICTED
|
||||
<ul>
|
||||
<li>Restricted status of an item</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>SUGGEST
|
||||
<ul>
|
||||
<li>List of patron suggestion reject or accept reasons (appears when managing suggestions)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>WITHDRAWN
|
||||
<ul>
|
||||
<li>Description of a withdrawn item (appears when adding or editing an item)</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>'Asort1,' for acquisitions statistical purposes.</li>
|
||||
<li>'Asort2,' used for acquisitions statistical purposes.</li>
|
||||
<li>'BOR_NOTES' is for values for custom patron notes that appear on the circulation screen and the OPAC.</li>
|
||||
<li>'Bsort1' is for patron statistical purposes.</li>
|
||||
<li>'Bsort2' is used for patron statistical purposes.</li>
|
||||
<li>'CART' is the shelving cart location, used by InProcessingToShelvingCart and ReturnToShelvingCart</li>
|
||||
<li>'CCODE' is for collection codes (appears when cataloging and working with items).</li>
|
||||
<li>'DAMAGED' is for descriptions of damaged items, and appears when cataloging and working with items.</li>
|
||||
<li>'HINGS_AS' is for General Holdings: Acquisition Status Designator, a data element that specifies the acquisition status for the unit at the time of the holdings report.</li>
|
||||
<li>'HINGS_C' is for General Holdings: Completeness Designator.</li>
|
||||
<li>'HINGS_PF' is for Physical Form Designators</li>
|
||||
<li>'HINGS_RD' is for General Holdings: Retention Designator, a data element that specifies the retention policy for the unit at the time of the holdings report.</li>
|
||||
<li>'HINGS_UT' is for General Holdings: Type of Unit Designator.</li>
|
||||
<li>'LOC' is for the shelving location and usually appears when adding or editing an item.</li>
|
||||
<li>'LOST' is for descriptions for items marked as lost. It appears when adding or editing an item. Values given to lost statuses should be numeric (not alphabetical) in order for statuses to appear properly.</li>
|
||||
<li>'MANUAL_INV' includes values for manual invoicing.</li>
|
||||
<li>'NOT_LOAN' is used to list reasons why a title is not for loan.</li>
|
||||
<li>'PROC' is for the location to be used for NewItemsDefaultLocation (change description as desired), also the location expected by InProcessingToShelvingCart.</li>
|
||||
<li>'RESTRICTED' is used for the restricted status of an item</li>
|
||||
<li>'SUGGEST' is for a list of reasons to accept or reject patron suggestions. It appears when managing suggestions.</li>
|
||||
<li>'WITHDRAWN' is for a description of a withdrawn item. It appears when adding or editing an item.</li>
|
||||
</ul>
|
||||
|
||||
<h2>Add new authorized value category</h2>
|
||||
<h2>Add New Authorized Value Category</h2>
|
||||
|
||||
<p>In addition to the existing categories that come by default with Koha, librarians can add their own authorized value categories to control data that is entered into the system. To add a new category:</p>
|
||||
|
||||
<ul>
|
||||
<li>Click 'New category'</li>
|
||||
<li>Limit your category to 11 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
|
||||
<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>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>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Click 'Save'</li>
|
||||
<li>Your new category and value will appear on the list of authorized values</li>
|
||||
<li>Click 'Save.'</li>
|
||||
<li>Your new category and value will appear on the list of Authorized Values.</li>
|
||||
</ul>
|
||||
|
||||
<h2>Add new authorized value</h2>
|
||||
<h2>Add New Authorized Value</h2>
|
||||
|
||||
<p>New authorized values can be added to any existing or new category. To add a value:</p>
|
||||
|
||||
<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>
|
||||
<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>
|
||||
|
||||
<p><strong>See the full documentation for authorized values in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/basicparams.html#authorizedvalues">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,11 +1,11 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Authority types</h1>
|
||||
<h1>Authority Types</h1>
|
||||
|
||||
<p>Authority types are basically MARC frameworks for authority records and because of that the rules below refer to the bibliographic frameworks.</p>
|
||||
<p>Authority Types are MARC Frameworks for Authority records. Therefore, the rules below refer to the bibliographic frameworks.</p>
|
||||
|
||||
<p>Koha comes with many of the necessary authority frameworks already installed.</p>
|
||||
<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/3.6/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/3.8/en/catadmin.html#authoritiesadmin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,39 +1,39 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>MARC bibliographic frameworks</h1>
|
||||
<h1>MARC Bibliographic Frameworks</h1>
|
||||
|
||||
<p>Think of frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.</p>
|
||||
<p>Think of Frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.</p>
|
||||
|
||||
<p>Do not delete or edit the default framework since this will cause problems with your cataloging records - always create a new template based on the default framework, or alter the other frameworks.</p>
|
||||
<p>Do not delete or edit the Default Framework since this will cause problems with your cataloging records - always create a new template based on the Default Framework, or alter the other Frameworks.</p>
|
||||
|
||||
<p>After clicking the 'MARC structure' link to the right of each framework you can decide how many fields you want to see on one screen by using the pagination options at the top of the table.</p>
|
||||
|
||||
<h2>Add new framework</h2>
|
||||
<h2>Add New Framework</h2>
|
||||
|
||||
<p>To add a new framework</p>
|
||||
|
||||
<ul>
|
||||
<li>Click 'New framework'
|
||||
<li>Click 'New Framework'
|
||||
<ul>
|
||||
<li>Enter a code of 4 or fewer characters</li>
|
||||
<li>Use the description field to enter a more detailed definition of your framework</li>
|
||||
<li>Use the Description field to enter a more detailed definition of your framework</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Click 'Submit'</li>
|
||||
<li>Once your framework is added click 'MARC structure' to the right of it on the list of frameworks
|
||||
<li>Once your Framework is added click 'MARC structure' to the right of it on the list of Frameworks
|
||||
<ul>
|
||||
<li>You will be asked to choose a framework to base your new framework off of, this will make it easier than starting from scratch</li>
|
||||
<li>You will be asked to choose a Framework to base your new Framework off of, this will make it easier than starting from scratch</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Once your framework appears on the screen you can edit or delete each field by following the instructions for editing subfields</li>
|
||||
<li>Once your Framework appears on the screen you can edit or delete each field by following the instructions for editing subfields</li>
|
||||
</ul>
|
||||
|
||||
<h2>Edit Existing frameworks</h2>
|
||||
<h2>Edit Existing Frameworks</h2>
|
||||
|
||||
<p>Clicking 'Edit' to the right of a framework will only allow you to edit the description for the framework</p>
|
||||
<p>Clicking 'Edit' to the right of a Framework will only allow you to edit the Description for the Framework</p>
|
||||
|
||||
<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>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/3.6/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/3.8/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Library transfer limits</h1>
|
||||
<h1>Library Transfer Limits</h1>
|
||||
|
||||
<p>Limit the ability to transfer items between libraries based on the library sending, the library receiving, and the collection code involved.</p>
|
||||
|
||||
|
|
@ -16,6 +16,6 @@
|
|||
|
||||
<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/3.6/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/3.8/en/patscirc.html#libtransferlimits">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,17 +1,17 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Libraries & groups</h1>
|
||||
<h1>Libraries & Groups</h1>
|
||||
|
||||
<p>When setting up your Koha system you will want to add information for every library that will be sharing your system. This data is used in several areas of Koha.</p>
|
||||
|
||||
<p>When visiting this page you are presented with a list of the libraries and groups that have already been added to the system.</p>
|
||||
|
||||
<h2>Adding a library</h2>
|
||||
<h2>Adding a Library</h2>
|
||||
|
||||
<p>To add a new library:</p>
|
||||
|
||||
<ul>
|
||||
<li>Click 'New library'</li>
|
||||
<li>Click 'New Library'</li>
|
||||
<li>Fill in the data requested on the form that follows
|
||||
<ul>
|
||||
<li>Of the fields listed, only 'Library code' and 'Name' are required</li>
|
||||
|
|
@ -21,7 +21,7 @@
|
|||
</li>
|
||||
</ul>
|
||||
|
||||
<h2>Editing/Deleting a library</h2>
|
||||
<h2>Editing/Deleting a Library</h2>
|
||||
|
||||
<p>You will be unable to delete any library that has patrons or items attached to it.</p>
|
||||
|
||||
|
|
@ -31,22 +31,22 @@
|
|||
|
||||
<h2>Adding a group</h2>
|
||||
|
||||
<p>To add a search domain or library property group click the 'New group' button at the top of the screen.</p>
|
||||
<p>To add a Search Domain or Library Property Group click the 'New Group' button at the top of the screen.</p>
|
||||
|
||||
<p>Of the fields on the group form, 'Category code' and 'Name' are the only required fields</p>
|
||||
|
||||
<h2>Search domain groups</h2>
|
||||
<h2>Search Domain Groups</h2>
|
||||
|
||||
<p>Search domain groups allow you to search a group of libraries at the same time instead of searching just one library or all libraries.</p>
|
||||
<p>Search Domain Groups allow you to search a group of libraries at the same time instead of searching just one library or all libraries.</p>
|
||||
|
||||
<p>To see Search domain groups in action visit the staff client advanced search page in your Koha system</p>
|
||||
<p>To see Search Domain Groups in action visit the staff client advanced search page in your Koha system</p>
|
||||
|
||||
<h2>Library property groups</h2>
|
||||
<h2>Library Property Groups</h2>
|
||||
|
||||
<p>You can assign specific categories to your libraries by adding groups for them.</p>
|
||||
|
||||
<p>Properties are then applied to libraries via the add or edit library form.</p>
|
||||
|
||||
<p><strong>See the full documentation for libraries & groups in the <a href="http://manual.koha-community.org/3.6/en/basicparams.html#libsgroups">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Libraries & Groups in the <a href="http://manual.koha-community.org/3.8/en/basicparams.html#libsgroups">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Patron categories</h1>
|
||||
<h1>Patron Categories</h1>
|
||||
|
||||
<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>
|
||||
|
||||
|
|
@ -41,10 +41,10 @@
|
|||
|
||||
<h2>Adding a patron category</h2>
|
||||
|
||||
<p>To add a new patron category click 'New category' at the top of the page</p>
|
||||
<p>To add a new patron category click 'New Category' at the top of the page</p>
|
||||
|
||||
<ul>
|
||||
<li>The 'Category code' is an identifier for your new code.
|
||||
<li>The 'Category Code' is an identifier for your new code.
|
||||
<ul>
|
||||
<li style="color: #990000;">Important: The category code is limited to 10 characters (numbers and letters)</li>
|
||||
</ul>
|
||||
|
|
@ -77,6 +77,6 @@
|
|||
</li>
|
||||
</ul>
|
||||
|
||||
<p><strong>See the full documentation for patron categories in the <a href="http://manual.koha-community.org/3.6/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/3.8/en/patscirc.html#patcats">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,11 +1,11 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>MARC bibliographic framework test</h1>
|
||||
<h1>MARC Bibliographic Framework Test</h1>
|
||||
|
||||
<p>This tool checks the MARC structure in your frameworks.</p>
|
||||
|
||||
<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>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/3.6/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/3.8/en/catadmin.html#marcbibframeworkstest">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,10 +1,10 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Cities and towns</h1>
|
||||
<h1>Cities and Towns</h1>
|
||||
|
||||
<p>To standardize patron input you can define cities or towns within your region so that when new patrons are added librarians simply have to select the town from a list instead of having to type the town and zip (or postal) code information.</p>
|
||||
|
||||
<h2>Adding a city</h2>
|
||||
<h2>Adding a City</h2>
|
||||
|
||||
<p>To add a new city, click the 'New City' button at the top of the page and enter the city name, state and zip/postal code.</p>
|
||||
|
||||
|
|
@ -12,12 +12,12 @@
|
|||
|
||||
<p>Cities can be edited or deleted at any time.</p>
|
||||
|
||||
<h2>Viewing cities on patron add form</h2>
|
||||
<h2>Viewing Cities on Patron Add Form</h2>
|
||||
|
||||
<p>If you have defined local cities using the 'New city' form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.</p>
|
||||
<p>If you have defined local cities using the New city form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.</p>
|
||||
|
||||
<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/3.6/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/3.8/en/patscirc.html#citytowns">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,14 +1,14 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Classification sources</h1>
|
||||
<h1>Classification Sources</h1>
|
||||
|
||||
<p>Source of classification or shelving scheme is an authorized values category that is mapped to field 942$2 in Koha's MARC bibliographic frameworks.</p>
|
||||
<p>Source of classification or shelving scheme is an Authorized Values category that is mapped to field 942$2 in Koha's MARC Bibliographic frameworks.</p>
|
||||
|
||||
<p>Commonly used values of this field are:</p>
|
||||
|
||||
<ul>
|
||||
<li>ddc - Dewey Decimal classification</li>
|
||||
<li>lcc - Library of Congress classification</li>
|
||||
<li>ddc - Dewey Decimal Classification</li>
|
||||
<li>lcc - Library of Congress Classification</li>
|
||||
</ul>
|
||||
|
||||
<p>If you chose to install classification sources during Koha's installation, you would see other values too:</p>
|
||||
|
|
@ -16,11 +16,11 @@
|
|||
<ul>
|
||||
<li>ANSCR (sound recordings)</li>
|
||||
<li>SuDOC classification</li>
|
||||
<li>Universal decimal classification</li>
|
||||
<li>Other/Generic classification</li>
|
||||
<li>Universal Decimal Classification</li>
|
||||
<li>Other/Generic Classification</li>
|
||||
</ul>
|
||||
|
||||
<h2>Adding/Editing classification sources</h2>
|
||||
<h2>Adding/Editing Classification Sources</h2>
|
||||
|
||||
<p>You can add your own source of classification by using the New Classification Source button. To edit use the Edit link.</p>
|
||||
|
||||
|
|
@ -32,7 +32,7 @@
|
|||
<li>Select the appropriate filing rule from the drop down list.</li>
|
||||
</ul>
|
||||
|
||||
<h2>Classification filing rules</h2>
|
||||
<h2>Classification Filing Rules</h2>
|
||||
|
||||
<p>Filing rules determine the order in which items are placed on shelves.</p>
|
||||
|
||||
|
|
@ -44,7 +44,7 @@
|
|||
<li>Generic</li>
|
||||
</ul>
|
||||
|
||||
<p>Filing rules are mapped to classification sources. You can setup new filing rules by using the 'New filing rule' button. To edit use the Edit link.</p>
|
||||
<p>Filing rules are mapped to Classification sources. You can setup new filing rules by using the New Filing Rule button. To edit use the Edit link.</p>
|
||||
|
||||
<p>When creating or editing:</p>
|
||||
|
||||
|
|
@ -53,6 +53,6 @@
|
|||
<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/3.6/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/3.8/en/catadmin.html#classificationsources">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Currencies and exchange rates</h1>
|
||||
<h1>Currencies and Exchange Rates</h1>
|
||||
|
||||
<p>If you place orders from more than one country you will want to input currency exchange rates so that your acquisitions module will properly calculate totals.</p>
|
||||
|
||||
|
|
@ -8,6 +8,6 @@
|
|||
|
||||
<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/3.6/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/3.8/en/acqadmin.html#currexchangeadmin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Keyword to MARC mapping</h1>
|
||||
<h1>Keyword to MARC Mapping</h1>
|
||||
|
||||
<p>This tool will allow you to map MARC fields to a set of predefined keywords.</p>
|
||||
|
||||
|
|
@ -20,6 +20,6 @@
|
|||
|
||||
<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/3.6/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/3.8/en/catadmin.html#keywordmapping">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Item circulation alerts</h1>
|
||||
<h1>Item Circulation Alerts</h1>
|
||||
|
||||
<p>Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).</p>
|
||||
|
||||
|
|
@ -19,6 +19,6 @@
|
|||
<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/3.6/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/3.8/en/patscirc.html#itemcircalerts">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,17 +1,17 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Item types</h1>
|
||||
<h1>Item Types</h1>
|
||||
|
||||
<p>Koha allows you to organize your collection by item types and collection codes.</p>
|
||||
|
||||
<p>Item types typically refer to the material type (book, cd, dvd, etc), but can be used in any way that works for your library.</p>
|
||||
|
||||
<h2>Adding item types</h2>
|
||||
<h2>Adding Item Types</h2>
|
||||
|
||||
<p>To add a new item type, simply click the 'New item type' button at the top of the Item types page.</p>
|
||||
<p>To add a new item type, simply click the 'New Item Type' button at the top of the Item Types page.</p>
|
||||
|
||||
<ul>
|
||||
<li>In the 'Item type' field, enter a short code for your item type</li>
|
||||
<li>In the 'Item Type' field, enter a short code for your item type</li>
|
||||
<li>The description is the plain text definition of the item type</li>
|
||||
<li>You can choose to have an image associated with your item type
|
||||
<ul>
|
||||
|
|
@ -20,7 +20,7 @@
|
|||
<li>Or you can just have no image associated with the item type</li>
|
||||
<li style="color: #990000;">Important: To have your item type images appear in the OPAC you need to set noItemTypeImages to 'Show'
|
||||
<ul>
|
||||
<li>Get there: More > Administration > Global system preferences > Admin</li>
|
||||
<li>Get there: More > Administration > Global System Preferences > Admin</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
|
@ -37,26 +37,26 @@
|
|||
<li>This will charge the patron on checkout</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>When finished, click 'Save changes'
|
||||
<li>When finished, click 'Save Changes'
|
||||
<ul>
|
||||
<li>Tip: All fields, with the exception of the 'Item type' will be editable from the item types list</li>
|
||||
<li>Tip: All fields, with the exception of the 'Item Type' will be editable from the Item Types list</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Your new item type will now appear on the list</li>
|
||||
</ul>
|
||||
|
||||
<h2>Editing item types</h2>
|
||||
<h2>Editing Item Types</h2>
|
||||
|
||||
<p>Each item type has an Edit button beside it. To edit an item simply click the 'Edit' link.</p>
|
||||
|
||||
<p>You will not be able to edit the code you assigned as the 'Item type' but you will be able to edit the description for the item.</p>
|
||||
<p>You will not be able to edit the code you assigned as the 'Item Type' but you will be able to edit the description for the item.</p>
|
||||
|
||||
<h2>Deleting item types</h2>
|
||||
<h2>Deleting Item Types</h2>
|
||||
|
||||
<p>Each item has a Delete button beside it. To delete an item, simply click the 'Delete' link.</p>
|
||||
|
||||
<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/3.6/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/3.8/en/basicparams.html#itemtypeadmin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,17 +1,17 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Koha to MARC mapping</h1>
|
||||
<h1>Koha to MARC Mapping</h1>
|
||||
|
||||
<p>While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database. Koha to MARC mapping is used to tell Koha where to find these values in the MARC record. In many cases you will not have to change the default values set by in this tool on installation, but it is important to know that the tool is here and can be used at any time.</p>
|
||||
<p>While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database. Koha to MARC Mapping is used to tell Koha where to find these values in the MARC record. In many cases you will not have to change the default values set by in this tool on installation, but it is important to know that the tool is here and can be used at any time.</p>
|
||||
|
||||
<p>The Koha to MARC mapping page offers you the option of choosing from one of three tables in the database to assign values to.</p>
|
||||
<p>The Koha to MARC Mapping page offers you the option of choosing from one of three tables in the database to assign values to.</p>
|
||||
|
||||
<p>After choosing the table you would like to view, click 'OK.' To edit any mapping click on the 'Koha filed' or the 'Edit' link.</p>
|
||||
<p>After choosing the table you would like to view, click 'OK.' To edit any mapping click on the 'Koha Filed' or the 'Edit' link.</p>
|
||||
|
||||
<p>Choose which MARC field you would like to map to this Koha Field and click the 'OK' button. If you would like to clear all mappings, click the 'Click to "Unmap"' button.<p>
|
||||
|
||||
<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/3.6/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/3.8/en/catadmin.html#kohamarcmapping">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,8 +1,8 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>MARC bibliographic frameworks subfields</h1>
|
||||
<h1>MARC Bibliographic Frameworks Subfields</h1>
|
||||
|
||||
<p>Frameworks are made up of MARC fields and subfields. To make edits to most frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field</p>
|
||||
<p>Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field</p>
|
||||
|
||||
<ul>
|
||||
<li>Each field has a tag (which is the MARC tag)
|
||||
|
|
@ -12,11 +12,11 @@
|
|||
<li>If you check 'Repeatable' then the field will have a plus sign next to it allowing you to add multiples of that tag</li>
|
||||
<li>If you check 'Mandatory' the record will not be allowed to save unless you have a value assigned to this tag</li>
|
||||
<li>'Authorized value' is where you define an authorized value that your catalogers can choose from a pull down to fill this field in
|
||||
To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC structure' listing</li>
|
||||
To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>From the list of subfields you can click 'Delete' to the right of each to delete the subfields</li>
|
||||
<li>To edit the subfields click 'Edit subfields'</li>
|
||||
<li>To edit the subfields click 'Edit Subfields'</li>
|
||||
<li>For each subfield you can set the following values
|
||||
<ul>
|
||||
<li>Text for librarian
|
||||
|
|
@ -91,9 +91,9 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
|
|||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Is a URL
|
||||
<li>Is a url
|
||||
<ul>
|
||||
<li>if checked, it means that the subfield is a URL and can be clicked</li>
|
||||
<li>if checked, it means that the subfield is a url and can be clicked</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
|
@ -141,9 +141,9 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
|
|||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>To save your changes simply click the 'Save changes' button at the top of the screen</li>
|
||||
<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/3.6/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/3.8/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,8 +1,8 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>MARC bibliographic frameworks tags</h1>
|
||||
<h1>MARC Bibliographic Frameworks Tags</h1>
|
||||
|
||||
<p>To add a field to a framework click the 'New tag' button at the top of the framework definition</p>
|
||||
<p>To add a field to a Framework click the 'New Tag' button at the top of the Framework definition</p>
|
||||
|
||||
<p>This will open up a blank form for entering MARC field data</p>
|
||||
|
||||
|
|
@ -17,10 +17,10 @@
|
|||
<li>If you want this field to be a pull down with limited possible answers, choose which 'Authorized value' list you want to use</li>
|
||||
</ul>
|
||||
|
||||
<p>When you're finished, click 'Save changes' and you will be presented with your new field</p>
|
||||
<p>When you're finished, click 'Save Changes' and you will be presented with your new field</p>
|
||||
|
||||
<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/3.6/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/3.8/en/catadmin.html#marcbibframeworks">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Record matching rules</h1>
|
||||
<h1>Record Matching Rules</h1>
|
||||
|
||||
<p>Record matching rules are used when importing MARC records into Koha.</p>
|
||||
|
||||
|
|
@ -9,7 +9,7 @@
|
|||
<p>To create a new matching rule:</p>
|
||||
|
||||
<ul>
|
||||
<li>Click 'New record matching rule'
|
||||
<li>Click 'New Record Matching Rule'
|
||||
<ul>
|
||||
<li>Choose a unique name and enter it in the 'Matching rule code' field</li>
|
||||
<li>'Description' can be anything you want to make it clear to you what rule you're picking</li>
|
||||
|
|
@ -27,7 +27,7 @@
|
|||
</li>
|
||||
</ul>
|
||||
|
||||
<h2>Sample record matching rule: Control number</h2>
|
||||
<h2>Sample Record Matching Rule: Control Number</h2>
|
||||
|
||||
<ul>
|
||||
<li>Match threshold: 100</li>
|
||||
|
|
@ -43,9 +43,9 @@
|
|||
<li>Offset: 0</li>
|
||||
<li>Length: 0</li>
|
||||
<li>Normalization rule: Control-number</li>
|
||||
<li>Required match checks: none (remove the blank one)</li>
|
||||
<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/3.6/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/3.8/en/catadmin.html#recordmatchingrules">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,40 +1,23 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>OAI-PMH sets mappings configuration</h1>
|
||||
<h1>OAI-PMH Sets Mappings Configuration</h1>
|
||||
|
||||
<p>
|
||||
Here you can define how a set will be build (what records will belong to
|
||||
this set) by defining mappings. Mappings are a list of conditions on record
|
||||
content. A record only need to match one condition to belong to the set.
|
||||
<p>
|
||||
<p>Here you can define how a set will be build (what records will belong to this set) by defining mappings. Mappings are a list of conditions on record content. A record only need to match one condition to belong to the set.</p>
|
||||
|
||||
<h2>Defining a mapping</h2>
|
||||
|
||||
<ol>
|
||||
<li>
|
||||
Fill the fields 'Field', 'Subfield' and 'Value'. For example if you
|
||||
want to include in this set all records that have a 999$9 equal to
|
||||
'XXX'. Fill 'Field' with 999, 'Subfield' with 9 and 'Value' with XXX.
|
||||
</li>
|
||||
<li>
|
||||
If you want to add another condition, click on 'OR' button and repeat
|
||||
step 1.
|
||||
</li>
|
||||
<li>Fill the fields 'Field', 'Subfield' and 'Value'. For example if you want to include in this set all records that have a 999$9 equal to 'XXX'. Fill 'Field' with 999, 'Subfield' with 9 and 'Value' with XXX.</li>
|
||||
<li>If you want to add another condition, click on 'OR' button and repeat step 1.</li>
|
||||
<li>Click on 'Save'</li>
|
||||
</ol>
|
||||
|
||||
<p>
|
||||
To delete a condition, just leave at least one of 'Field', 'Subfield' or
|
||||
'Value' empty and click on 'Save'.
|
||||
</p>
|
||||
<p>To delete a condition, just leave at least one of 'Field', 'Subfield' or 'Value' empty and click on 'Save'.</p>
|
||||
|
||||
<p>
|
||||
Note: Actually, a condition is true if value in the corresponding subfield
|
||||
is strictly equal to what is defined if 'Value'. A record having
|
||||
999$9 = 'XXX YYY' will not belong to a set where condition is
|
||||
999$9 = 'XXX'.
|
||||
<br />
|
||||
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>Note: Actually, a condition is true if value in the corresponding subfield is strictly equal to what is defined if 'Value'. A record having 999$9 = 'XXX YYY' will not belong to a set where condition is 999$9 = 'XXX'.</p>
|
||||
|
||||
<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/3.8/en/catadmin.html#oaisetsconfig">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>OAI-PMH sets configuration</h1>
|
||||
<h1>OAI-PMH Sets Configuration</h1>
|
||||
|
||||
<p>On this page you can create, modify and delete OAI-PMH sets<p>
|
||||
|
||||
|
|
@ -9,41 +9,26 @@
|
|||
<ol>
|
||||
<li>Click on the link 'Add a new set'</li>
|
||||
<li>Fill the mandatory fields 'setSpec' and 'setName'</li>
|
||||
<li>
|
||||
Then you can add descriptions for this set. To do this click on
|
||||
'Add description' and fill the newly created text box. You can add as
|
||||
many descriptions as you want.
|
||||
</li>
|
||||
<li>Then you can add descriptions for this set. To do this click on 'Add description' and fill the newly created text box. You can add as many descriptions as you want.</li>
|
||||
<li>Click on 'Save' button'</li>
|
||||
</ol>
|
||||
|
||||
<h2>Modify a set</h2>
|
||||
|
||||
<p>
|
||||
To modify a set, just click on the link 'Modify' on the same line of the
|
||||
set you want to modify. A form similar to set creation form will appear and
|
||||
allow you to modify the setSpec, setName and descriptions.
|
||||
<p>
|
||||
<p>To modify a set, just click on the link 'Modify' on the same line of the set you want to modify. A form similar to set creation form will appear and allow you to modify the setSpec, setName and descriptions.</p>
|
||||
|
||||
<h2>Delete a set</h2>
|
||||
|
||||
<p>
|
||||
To delete a set, just click on the link 'Delete' on the same line of the
|
||||
set you want to delete.
|
||||
</p>
|
||||
<p>To delete a set, just click on the link 'Delete' on the same line of the set you want to delete.</p>
|
||||
|
||||
<h2>Define mappings</h2>
|
||||
|
||||
<p>
|
||||
The 'Define mappings' link allow you to tell how the set will be build
|
||||
(what records will belong to this set)
|
||||
</p>
|
||||
<p>The 'Define mappings' link allow you to tell how the set will be build (what records will belong to this set)</p>
|
||||
|
||||
<h2>Build sets</h2>
|
||||
|
||||
<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>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/3.8/en/catadmin.html#oaisetsconfig">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,31 +1,35 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Patron attribute types</h1>
|
||||
<h1>Patron Attribute Types</h1>
|
||||
|
||||
<p>Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.</p>
|
||||
|
||||
<ul>
|
||||
<li><em>Get there:</em> More > Administration > Patrons & Circulation > Patron attribute types</li>
|
||||
</ul>
|
||||
|
||||
<p>A common use for this field would be for a student ID number or a Driver's license number.</p>
|
||||
|
||||
<h2>Adding patron attributes</h2>
|
||||
<h3>Adding Patron Attributes</h3>
|
||||
|
||||
<p>To add a new patron attribute type, click the 'New patron attribute type' button at the top of the page</p>
|
||||
<p>To add a new Patron Attribute Type, click the 'New Patron Attribute Type' button at the top of the page</p>
|
||||
|
||||
<ul>
|
||||
<li>In the 'Patron attribute type code', enter a short code to identify this field
|
||||
<li>In the 'Patron attribute type code', enter a short code to identify this field
|
||||
<ul>
|
||||
<li>This field is limited to 10 characters (numbers and letters only)</li>
|
||||
<li>This setting cannot be changed after an attribute is defined</li>
|
||||
<li style="color: #990000;">Important: This field is limited to 10 characters (numbers and letters only)</li>
|
||||
<li style="color: #990000;">Important: This setting cannot be changed after an attribute is defined</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>In the 'Description' field, enter a longer (plain text) explanation of what this field will contain</li>
|
||||
<li>Check the box next to 'Repeatable' to let a patron record have multiple values of this attribute.
|
||||
<ul>
|
||||
<li>This setting cannot be changed after an attribute is defined</li>
|
||||
<li style="color: #990000;">Important: This setting cannot be changed after an attribute is defined</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>If 'Unique identifier' is checked, the attribute will be a unique identifier which means, if a value is given to a patron record, the same value cannot be given to a different record.
|
||||
<ul>
|
||||
<li>This setting cannot be changed after an attribute is defined</li>
|
||||
<li style="color: #990000;">Important: This setting cannot be changed after an attribute is defined</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Check 'Allow password' to make it possible to associate a password with this attribute.</li>
|
||||
|
|
@ -34,16 +38,24 @@
|
|||
<li>Check 'Display in check-out' to make this attribute visible in the patron's short detail display on the left of the checkout screen and other patron pages</li>
|
||||
<li>Authorized value category; if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.
|
||||
<ul>
|
||||
<li>You will first need to add an authorized value list for it to appear in this menu</li>
|
||||
<li>An authorized value list is not enforced during batch patron import.</li>
|
||||
<li>You will first need to add an authorized value list for it to appear in this menu
|
||||
<ul>
|
||||
<li><em>Get there: </em>More > Administration > Basic Parameters > Authorized Values</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li style="color: #990000;"> Important: an authorized value list is not enforced during batch patron import.</li>
|
||||
</ul>
|
||||
</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>
|
||||
</ul>
|
||||
|
||||
<p>Once added your attribute will appear on the list of attributes and also on the patron record add/edit form</p>
|
||||
<p>Once added your attribute will appear on the list of attributes and also on the patron record add/edit form</o>
|
||||
|
||||
<h2>Editing/Deleting patron attributes</h2>
|
||||
<p>If you have set up classes for organizing attributes they will appear that way on the add/edit patron form</p>
|
||||
|
||||
<h3>Editing/Deleting Patron Attributes</h3>
|
||||
|
||||
<p>Each patron attribute has an edit and a delete link beside it on the list of attributes.</p>
|
||||
|
||||
|
|
@ -57,6 +69,6 @@
|
|||
|
||||
<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/3.6/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/3.8/en/patscirc.html#patronattributetypes">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>System preferences</h1>
|
||||
<h1>System Preferences</h1>
|
||||
|
||||
<p>Global system preferences control the way your Koha system works in general. Set these preferences before anything else in Koha.</p>
|
||||
|
||||
|
|
@ -21,18 +21,18 @@
|
|||
<li><strong>Cataloging:</strong> holds preferences that control the cataloging functions. This is where you choose your MARC flavor, set up Z39.50 and barcoding.</li>
|
||||
<li><strong>Circulation:</strong> holds preferences that control circulation functions such as holds and fines.</li>
|
||||
<li><strong>Creators:</strong> this tab contains preferences related to modules that create objects.</li>
|
||||
<li><strong>Enhanced content:</strong> holds preferences that will add content from outside sources to your OPAC and Staff Client. This is where you can turn on cover images, FRBR and tagging.</li>
|
||||
<li><strong>Enhanced Content:</strong> holds preferences that will add content from outside sources to your OPAC and Staff Client. This is where you can turn on cover images, FRBR and tagging.</li>
|
||||
<li><strong>I18N/L10N:</strong> holds preferences related to internationalization and localization such as date formats and languages.</li>
|
||||
<li><strong>Local use:</strong> this tab will usually be empty unless your library has a preference just for your library.</li>
|
||||
<li><strong>Local Use:</strong> this tab will usually be empty unless your library has a preference just for your library.</li>
|
||||
<li><strong>Logs:</strong> turn on/off logging functionality in your system.</li>
|
||||
<li><strong>OPAC:</strong> customize the OPAC and OPAC functions (aside from the Enhanced Content preferences).</li>
|
||||
<li><strong>Patrons:</strong> holds preferences that control how your system handles patron functions. Some preferences include the minimum password length and membership number settings.</li>
|
||||
<li><strong>Searching:</strong> holds preference related to advanced search functions such as removing stop words or allowing stemming.</li>
|
||||
<li><strong>Serials</strong> holds all preferences related to managing serial subscriptions.</li>
|
||||
<li><strong>Staff client:</strong> customize the staff client by editing the stylesheet and navigation menu.</li>
|
||||
<li><strong>Web services:</strong> includes preferences related to services like OAI-PMH.</li>
|
||||
<li><strong>Staff Client:</strong> customize the staff client by editing the stylesheet and navigation menu.</li>
|
||||
<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/3.6/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/3.8/en/administration.html#globalsysprefs">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Printer administration</h1>
|
||||
<h1>Printer Administration</h1>
|
||||
|
||||
<p>If you are going to be using a printer (or several printers) that are attached to your Koha server for producing statistical and operations reports, then you need to give each printer a name and tell Koha how to access it. You do this by telling Koha which print queue to use.</p>
|
||||
|
||||
|
|
|
|||
|
|
@ -1,15 +1,15 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Adding road types</h1>
|
||||
<h1>Adding Road Types</h1>
|
||||
|
||||
<p>To add a road type, click 'New road type' and then enter the road type the way you'd like it displayed.</p>
|
||||
<p>To add a road type, click 'New Road Type' and then enter the road type the way you'd like it displayed.</p>
|
||||
|
||||
<p>Once you submit the form, your new road type will be listed on the Road Types page</p>
|
||||
|
||||
<h2>Viewing road types on patron add form</h2>
|
||||
<h2>Viewing Road Types on Patron Add form</h2>
|
||||
|
||||
<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/3.6/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/3.8/en/patscirc.html#roadtypes">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,10 +1,15 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Circulation and fines rules</h1>
|
||||
<h1>Circulation and Fines Rules</h1>
|
||||
|
||||
<p>These rules define how your items are circulated, how/when fines are calculated and how holds are handled.</p>
|
||||
|
||||
<ul>
|
||||
<li><em>Get there:</em> More > Administration > Patrons & Circulation > Circulation and fines rules</li>
|
||||
</ul>
|
||||
|
||||
<p>The rules are applied from most specific to less specific, using the first found in this order:</p>
|
||||
|
||||
<ul>
|
||||
<li>same library, same patron type, same item type</li>
|
||||
<li>same library, same patron type, all item type</li>
|
||||
|
|
@ -16,31 +21,43 @@
|
|||
<li>all libraries, all patron types, all item types</li>
|
||||
</ul>
|
||||
|
||||
<p style="background-color: #ffe599;">Tip: If you are a single library system choose your library name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)</p>
|
||||
<p style="background-color: #ffe599;">Tip: If you are a single library system choose your branch name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)
|
||||
|
||||
<p style="color: #990000;">Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron types then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron types to avoid this holds issue. Koha needs to know what rule to fall back on.</p>
|
||||
<p style="color: #990000;">Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron types then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron types to avoid this holds issue. Koha needs to know what rule to fall back on.
|
||||
|
||||
<h2>Default circulation rules</h2>
|
||||
<h3>Default Circulation Rules</h3>
|
||||
|
||||
<p>Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all libraries):</p>
|
||||
<p>Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all branches)</p>
|
||||
|
||||
<p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p>
|
||||
|
||||
<ul>
|
||||
<li>First choose which patron category you'd like the rule to be applied to. If you leave this to 'All' it will apply to all patron categories</li>
|
||||
<li>Choose the 'Item Type' you would like this rule to apply to. If you leave this to 'All' it will apply to all item types</li>
|
||||
<li>Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field</li>
|
||||
<li>Define the period of time and item can be checked out to a patron by entering the number of days in the 'Loan Period' box.</li>
|
||||
<li>Define the period of time an item can be checked out to a patron by entering the number of units (days or hours) in the 'Loan Period' box.</li>
|
||||
<li>Choose which unit of time, Days or Hours, that the loan period and fines will be calculate in</li>
|
||||
<li>You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that all items of the type defined are due on, before or after the date you specify.</li>
|
||||
<li>'Fine Amount' should have the amount you would like to charge for overdue items</li>
|
||||
<li>'Fine Amount' should have the amount you would like to charge for overdue items
|
||||
<ul>
|
||||
<li>Important: Enter only numbers and decimal points (no currency symbols).</li>
|
||||
<li style="color: #990000;">Important: Enter only numbers and decimal points (no currency symbols).</li>
|
||||
|
||||
</ul>
|
||||
<li>The 'Fine grace period' is the period of time an item can be overdue before you start charging fines.</li>
|
||||
<li>Enter the 'Fine charging interval' in days (ex. charge fines every 1 day, or every 2 days)</li>
|
||||
<li>If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in days' field</li>
|
||||
<li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals allowed' box</li>
|
||||
<li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds allowed' field</li>
|
||||
<li>Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental discount' field</li>
|
||||
</li>
|
||||
<li>Enter the 'Fine Charging Interval' in the unit you set (ex. charge fines every 1 day, or every 2 hours)</li>
|
||||
<li>The 'Fine Grace Period' is the period of time an item can be overdue before you start charging fines.
|
||||
<ul>
|
||||
<li style="color: #990000;">Important: This can only be set for the Day unit, not in Hours</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in Days' field
|
||||
<ul>
|
||||
<li style="color: #990000;">Important: This can only be set for the Day unit, not in Hours</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals Allowed' box</li>
|
||||
<li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed' field</li>
|
||||
<li>Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li>
|
||||
</ul>
|
||||
|
||||
<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p>
|
||||
|
|
@ -49,42 +66,73 @@
|
|||
|
||||
<p>After choosing to clone you will be presented with a confirmation message.</p>
|
||||
|
||||
<h2>Default checkouts and hold policy</h2>
|
||||
<h3>Default Checkouts and Hold Policy</h3>
|
||||
|
||||
<p>You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.</p>
|
||||
|
||||
<p>From this menu you can set a default to apply to all item types and patrons in the library.</p>
|
||||
|
||||
<ul>
|
||||
<li>In 'Total current checkouts allowed' enter the total number of items patrons can have checked out at one time</li>
|
||||
<li>Control where patrons can place holds from using the 'Hold policy' menu</li>
|
||||
<li>In 'Total Current Checkouts Allowed' enter the total number of items patrons can have checked out at one time</li>
|
||||
<li>Control where patrons can place holds from using the 'Hold Policy' menu
|
||||
<ul>
|
||||
<li>From any library: Patrons from any library may put this item on hold. (default if none is defined)</li>
|
||||
<li>From home library: Only patrons from the item's home library may put this book on hold.</li>
|
||||
<li>No holds allowed: No patron may put this book on hold.</li>
|
||||
<li>From Any Library: Patrons from any library may put this item on hold. (default if none is defined)</li>
|
||||
<li>From Home Library: Only patrons from the item's home library may put this book on hold.</li>
|
||||
<li>No Holds Allowed: No patron may put this book on hold.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Control where the item returns to once it is checked in
|
||||
<ul>
|
||||
<li>Item returns home</li>
|
||||
<li>Item returns to issuing branch</li>
|
||||
<li>Item floats
|
||||
<ul>
|
||||
<li>When an item floats it stays where it was checked in and does not ever return 'home'</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule</li>
|
||||
</ul>
|
||||
<h2>Checkouts per patron</h2>
|
||||
|
||||
<h3>Checkouts Per Patron</h3>
|
||||
|
||||
<p>For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.</p>
|
||||
|
||||
<p style="background-color: #ffe599;">Tip: If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.</p>
|
||||
|
||||
<h2>Item hold policies</h2>
|
||||
<h3>Item Hold Policies</h3>
|
||||
|
||||
<p>For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.</p>
|
||||
For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.
|
||||
|
||||
<p>The various Hold Policies have the following effects:</p>
|
||||
|
||||
<p>The various policies have the following effects:</p>
|
||||
<ul>
|
||||
<li>From any library: Patrons from any library may put this item on hold. (default if none is defined)</li>
|
||||
<li>From home library: Only patrons from the item's home library may put this book on hold.</li>
|
||||
<li>No holds allowed: No patron may put this book on hold.</li>
|
||||
<li>From Any Library: Patrons from any library may put this item on hold. (default if none is defined)</li>
|
||||
<li>From Home Library: Only patrons from the item's home library may put this book on hold.</li>
|
||||
<li>No Holds Allowed: No patron may put this book on hold.</li>
|
||||
</ul>
|
||||
|
||||
<p style="color: #990000;">Important: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.</p>
|
||||
|
||||
<p style="color: #990000;">Important: These policies are based on the patron's home library, not the library that the reserving staff member is from.</p>
|
||||
<p style="color: #990000;">Important: These policies are based on the patron's home branch, not the branch that the reserving staff member is from.</p>
|
||||
|
||||
<p><strong>See the full documentation for circulation and fine rules in the <a href="http://manual.koha-community.org/3.6/en/patscirc.html#circfinerules">manual</a> (online).</strong></p>
|
||||
<p>The various Return Policies have the following effects:</p>
|
||||
|
||||
<ul>
|
||||
<li>Item returns home: The item will prompt the librarian to transfer the item to its home library
|
||||
<ul>
|
||||
<li style="color: #990000;">Important: If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Item returns to issuing branch: The item will prompt the librarian to transfer the item back to the library where it was checked out
|
||||
<ul>
|
||||
<li style="color: #990000;">Important: If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Item floats: The item will not be transferred from the branch it was checked in at, instead it will remain there until transferred manually or checked in at another branch</li>
|
||||
</ul>
|
||||
|
||||
<p><strong>See the full documentation for Circulation and Fine Rules in the <a href="http://manual.koha-community.org/3.8/en/patscirc.html#circfinerules">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Stop words</h1>
|
||||
<h1>Stop Words</h1>
|
||||
|
||||
<p style="color: #990000">Important: If NoZebra is set to 'Use' this option will not appear on the administration menu</p>
|
||||
|
||||
|
|
@ -8,10 +8,10 @@
|
|||
|
||||
<p>Koha comes with a standard list of stop words that can be edited by visiting the Stop Word administration area.</p>
|
||||
|
||||
<p>To add a new stop word to the list, click the 'New stop word' button and add the word you'd like ignored</p>
|
||||
<p>To add a new stop word to the list, click the 'New Stop Word' button and add the word you'd like ignored</p>
|
||||
|
||||
<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/3.6/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/3.8/en/additionaladmin.html#stopwordsadmin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Z39.50 servers</h1>
|
||||
<h1>Z39.50 Servers</h1>
|
||||
|
||||
<p>Koha has a powerful copy cataloging tool. Using Koha you can connect to any Z39.50 target that is publicly available or that you have the log in information to.</p>
|
||||
|
||||
|
|
@ -8,16 +8,16 @@
|
|||
|
||||
<p>To find additional targets you use IndexData's IRSpy: <a href="http://irspy.indexdata.com">http://irspy.indexdata.com</a></p>
|
||||
|
||||
<h2>Add a Z39.50 target</h2>
|
||||
<h2>Add a Z39.50 Target</h2>
|
||||
<ul>
|
||||
<li>From the main Z39.50 page, click 'New Z39.50 server'
|
||||
<li>From the main Z39.50 page, click 'New Z39.50 Server'
|
||||
<ul>
|
||||
<li>Userid and Password are only required for servers that are password protected</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h2>Suggested Z39.50 targets</h2>
|
||||
<h2>Suggested Z39.50 Targets</h2>
|
||||
|
||||
<p>The following targets have been used successfully by other Koha libraries (in the Americas):</p>
|
||||
|
||||
|
|
@ -38,6 +38,6 @@
|
|||
<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/3.6/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/3.8/en/additionaladmin.html#z3950admin">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -1,15 +1,15 @@
|
|||
[% INCLUDE 'help-top.inc' %]
|
||||
|
||||
<h1>Offline circulation file (.koc) uploader</h1>
|
||||
<h1>Offline Circulation File (.koc) Uploader</h1>
|
||||
|
||||
<p>The offline circulation tool for Windows will generate a KOC file that you can upload into Koha once your system comes back up.</p>
|
||||
<p>The offline circulation tool for Windows generates a KOC file which you can upload into Koha once your system comes back up.</p>
|
||||
|
||||
<p>Browse your computer for the *.koc file</p>
|
||||
<p>Browse your computer for the *.koc file.</p>
|
||||
|
||||
<p>Once the file is uploaded, click the process the file</p>
|
||||
<p>Once the file is uploaded, click the 'Process Offline Circulation' button.</p>
|
||||
|
||||
<p>When this is complete you'll see the summary of actions from when you were offline (including any errors).</p>
|
||||
<p>When this process is complete, you will see a summary of actions from when you were offline (including any errors).</p>
|
||||
|
||||
<p><strong>See the full documentation for the offline circulation file uploader in the <a href="http://manual.koha-community.org/3.6/en/offlinecirc.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for the Offline Circulation File Uploader in the <a href="http://manual.koha-community.org/3.8/en/offlinecirc.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -8,6 +8,6 @@
|
|||
|
||||
<p>In your results you will see all subscriptions that will expire before the date you entered. From there you can choose to view the subscription further or renew it in one click.</P>
|
||||
|
||||
<p><strong>See the full documentation for Checking Serial Expiration in the <a href="http://manual.koha-community.org/3.6/en/serialexpiration.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Checking Serial Expiration in the <a href="http://manual.koha-community.org/3.8/en/serialexpiration.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -12,7 +12,7 @@
|
|||
|
||||
<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>
|
||||
|
||||
<p><strong>See the full documentation for Serial Claims in the <a href="http://manual.koha-community.org/3.6/en/serialclaims.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Serial Claims in the <a href="http://manual.koha-community.org/3.8/en/serialclaims.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
||||
|
|
|
|||
|
|
@ -16,6 +16,6 @@
|
|||
|
||||
<p>If RoutingListAddReserves is set to on then patrons listed in the routing list will automatically be added to the holds list for the issue.</p>
|
||||
|
||||
<p><strong>See the full documentation for Routing Lists in the <a href="http://manual.koha-community.org/3.6/en/routinglist.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Routing Lists in the <a href="http://manual.koha-community.org/3.8/en/routinglist.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -10,6 +10,6 @@
|
|||
|
||||
<p>If you are adding multiple issues at once or if the latest expected issue is late, you can click the 'Generate Next' button to generate the next issue based on the subscription pattern.</p>
|
||||
|
||||
<p><strong>See the full documentation for Serials in the <a href="http://manual.koha-community.org/3.6/en/serials.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Serials in the <a href="http://manual.koha-community.org/3.8/en/serials.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
@ -24,6 +24,6 @@
|
|||
|
||||
<p>Clicking this button will generate the next issue for you and mark the previously expected issue as 'Late' automatically. You can then check the 'Edit' box to the right of each issue and edit the status on multiple issues at once.</p>
|
||||
|
||||
<p><strong>See the full documentation for Receiving a Serial in the <a href="http://manual.koha-community.org/3.6/en/receiveissues.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Receiving a Serial in the <a href="http://manual.koha-community.org/3.8/en/receiveissues.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
|
|
|||
|
|
@ -6,7 +6,7 @@
|
|||
|
||||
<p>You can search for existing subscriptions by using the search box at the top of the page. You can search for any part of the serial title or ISSN.</p>
|
||||
|
||||
<p><strong>See the full documentation for Serials in the <a href="http://manual.koha-community.org/3.6/en/serials.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Serials in the <a href="http://manual.koha-community.org/3.8/en/serials.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
||||
|
|
|
|||
|
|
@ -83,7 +83,7 @@
|
|||
|
||||
<p>Click 'Save Subscription' to save the information you have entered.</p>
|
||||
|
||||
<p><strong>See the full documentation for Adding a Subscription in the <a href="http://manual.koha-community.org/3.6/en/serials.html#newsubscription">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Adding a Subscription in the <a href="http://manual.koha-community.org/3.8/en/serials.html#newsubscription">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
|
||||
|
|
|
|||
|
|
@ -6,6 +6,6 @@
|
|||
|
||||
<p>From here you can edit your subscription, renew it and/or recieve issues.</p>
|
||||
|
||||
<p><strong>See the full documentation for Serials in the <a href="http://manual.koha-community.org/3.6/en/serials.html">manual</a> (online).</strong></p>
|
||||
<p><strong>See the full documentation for Serials in the <a href="http://manual.koha-community.org/3.8/en/serials.html">manual</a> (online).</strong></p>
|
||||
|
||||
[% INCLUDE 'help-bottom.inc' %]
|
||||
Loading…
Reference in a new issue