Bug 6966: Admin Help Files

This patch updates help files in the admin folder. It removes
two files that aren't used anymore and adds links to the manual
for all files that weren't edit in patches for bug 6942.
This commit is contained in:
Nicole C. Engard 2011-10-02 05:38:12 -04:00 committed by Chris Cormack
parent f56dc79754
commit 72f98b94d6
30 changed files with 65 additions and 90 deletions

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[% INCLUDE 'help-top.inc' %]
<h1>Fund Administration</h1>
<p>
<span style="background-color: #ffe599">TIP: Funds may be ignored if you are setting your Global System Preferences for 'Acquisitions' to
&quot;simple&quot; acquisitions: the funds are only useful when using &quot;normal&quot;
acquisitions.</span><strong><br />
</strong>
</p>
<h2>Funds &amp; Budgets<br />
</h2>
<p>
&quot;Funds&quot; are accounts that you establish to track your
expenditures for library materials. They may be used for any kind of
material and should match the lines in your materials budget. For
instance, if your library establishes a budget line for books, another
for audiovisual materials, a third line for magazines, and a fourth
budget line for electronic databases, then you would have four funds.<br />
<br />
<span style="background-color: #ffe599">TIP: The first time you access this page, you will be asked to add your
first fund -- thereafter you will have the option of editing and
deleting funds.</span>
</p>
<h2>Adding a Fund</h2>
<ul>
<li>Click 'New Fund'</li>
<li>Each fund has a unique fund code, limited to a maximum of five characters, which identifies it</li>
<li>Enter in a fund name to provide more information for staff members about the fund</li>
<li>Funds can be library/branch specific if needed, but this is an optional field</li>
<li>Once a fund is created a budget can then be applied to it</li>
<li>Click 'Add budget' next to the fund you want to edit</li>
<li style="color: #990000">IMPORTANT: Your dates will not save correctly unless you have set your date
format ('dateformat') in the Global System Preferences under 'I18N/L10N' -- DO
THIS BEFORE setting budgets</li>
<li>Once budgets have been added you can see/search them all by clicking 'Show all budgets' under the list of funds</li>
<li>Budget information will also be accessible via the 'Acquisitions' module<br />
</li>
</ul>
From this module you can easily see what has been spent from each budget
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[% INCLUDE 'help-top.inc' %]
<h1>Funds &amp; Budgets</h1>
<p><span style="background-color: #ffe599">TIP: Funds may be ignored if you are setting your Global System Preferences for 'Acquisitions' to &quot;simple&quot; acquisitions: the funds are only useful when using &quot;normal&quot; acquisitions.</span></p>
<p>&quot;Funds&quot; are accounts that you establish to track your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.</p>
<p><span style="background-color: #ffe599">
TIP: The first time you access this page, you will be asked to add your first fund -- thereafter you will have the option of editing and deleting funds.</span></p>
<h2>Adding a Fund</h2>
<ul>
<li>Click 'New Fund'</li>
</ul>
<ul>
<li>Each fund has a unique fund code, limited to a maximum of five characters, which identifies it</li>
<li>Enter in a fund name to provide more information for staff members about the fund</li>
<li>Funds can be library specific if needed, but this is an optional field</li>
<li>Once a fund is created a budget can then be applied to it</li>
<li>Click 'Add budget' next to the fund you want to edit</li>
<li>IMPORTANT: Your dates will not save correctly unless you have set your date format ('dateformat') in the Global System Preferences under 'I18N/L10N'-- DO THIS BEFORE setting budgets</li>
</ul>
<ul>
<li>Once budgets have been added you can see/search them all by clicking 'Show all budgets' under the list of funds</li>
<li>Budget information will also be accessible via the 'Acquisitions' module</li>
</ul>
<ul>
<li>From this module you can easily see what has been spent from each budget</li>
</ul>
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<p>Once you have made your edits, click the 'Save Changes' button. You will be brought to a list of your existing budgets.</p> <p>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>
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<h1>Funds</h1> <h1>Funds</h1>
<p>Budgets are broken in to funds.</p> <p>Budgets are broken into funds.</p>
<h2>Add a Fund</h2> <h2>Add a Fund</h2>
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<p>To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options. A child fund 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 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><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>
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<p>Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.</p> <p>Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.</p>
<p><strong>See the full documentation for Budget Planning in the <a href="http://manual.koha-community.org/3.6/en/acqadmin.html#fundsplanning">manual</a> (online).</strong></p>
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<li>To save your changes simply click the 'Save Changes' button at the top of the screen</li> <li>To save your changes simply click the 'Save Changes' button at the top of the screen</li>
</ul> </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>
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<p>To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor.</p> <p>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>
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<li>The new value will appear in the list along with existing values</li> <li>The new value will appear in the list along with existing values</li>
</ul> </ul>
<p><strong>See the full documentation for Authorized Values in the <a href="http://manual.koha-community.org/3.6/en/basicparams.html#authorizedvalues">manual</a> (online).</strong></p>
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<p>Koha comes with many of the necessary Authority frameworks already installed.</p> <p>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>
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<p>To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields</p> <p>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>
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<p>In the above example, Centerville library will allow patrons to return items from all libraries except Liberty and Franklin to their branch.</p> <p>In the above example, Centerville library will allow patrons to return items from all libraries except Liberty and Franklin to their branch.</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>
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<h1>Libraries &amp; 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 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>
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<p>Properties are then applied to libraries via the add or edit library form.</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>
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</li> </li>
</ul> </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>
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<p>If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.</p> <p>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>
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<p>This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.</p> <p>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>
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<li>Choose an appropriate filing routine - dewey, generic or lcc</li> <li>Choose an appropriate filing routine - dewey, generic or lcc</li>
</ul> </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>
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<p>The active currency is the main currency you use in your library. Your active currency will have a check mark in the 'Active' column. If you don't have an active currency you will see an error message telling you to choose an active currency.</p> <p>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>
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<p>Future developments will include additional keyword assigned fields.</p> <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>
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<li>By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item/patron type combo that you would like to stop notices for.</li> <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> </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>
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<p>You will not be able to delete item types that are being used by items within your system.</p> <p>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>
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<p style="color: #990000;">Important: At this time you can map only 1 MARC field to 1 Koha field. This means that you won't be able to map both the 100a and the 700a to the author field, you need to choose one or the other.</p> <p 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>
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<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> </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>
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<p>To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor.</p> <p>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>
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<li>Required Match checks: none (remove the blank one)</li> <li>Required Match checks: none (remove the blank one)</li>
</ul> </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>
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<p>You will be unable to delete an attribute if it's in use.</p> <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>
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<li><strong>Web Services:</strong> includes preferences related to services like OAI-PMH.</li> <li><strong>Web Services:</strong> includes preferences related to services like OAI-PMH.</li>
</ul> </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>
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<p>When adding or editing a patron, if you have road types defined, there will be a pull down to choose the road type from.</p> <p>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>
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<p>These rules define how your items are circulated, how/when fines are calculated and how holds are handled.</p> <p>These rules define how your items are circulated, how/when fines are calculated and how holds are handled.</p>
<p>The rules are applied from most specific to less specific, using the first found in this order:</p> <p>The rules are applied from most specific to less specific, using the first found in this order:</p>
<ul> <ul>
<li>same library, same patron type, all item types</li> <li>same library, same patron type, same item type</li>
<li>same library, same patron type, alll item types</li> <li>same library, same patron type, all item type</li>
<li>same library, all patron types, same item type</li> <li>same library, all patron types, same item type</li>
<li>same library, all patron types, all item types</li> <li>same library, all patron types, all item types</li>
<li>all libraries, same patron type, same item type</li> <li>all libraries, same patron type, same item type</li>
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<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> <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>
<p style="color: #990000;">Important: At the very least you will need to set an default circulation rule. This rule should be set for all item types, all libraries and all patron types. 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.</p>
<h2>Default Circulation Rules</h2> <h2>Default Circulation Rules</h2>
<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>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> <p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p>
<ul> <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>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>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>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 and item can be checked out to a patron by entering the number of days in the 'Loan Period' box.</li>
<li>'Fine Amount' should have the amount you would like to charge for overdue items <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>
<ul> <ul>
<li>Enter only numbers and decimal points (no currency symbols).</li> <li>ImportantEnter only numbers and decimal points (no currency symbols).</li>
</ul> </ul>
</li>
<li>The 'Fine Grace Period' is the period of time an item can be overdue before you start charging fines.</li> <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>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>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>
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<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>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> <p>From this menu you can set a default to apply to all item types and patrons in the library.</p>
<ul> <ul>
<li>In 'Total Current Checkouts Allowed' enter the total number of items patrons can have checked out at one time</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 <li>Control where patrons can place holds from using the 'Hold Policy' menu</li>
<ul> <ul>
<li>From Any Library: Patrons from any library may put this item on hold. (default if none is defined)</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>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>No Holds Allowed: No patron may put this book on hold.</li>
</ul> </ul>
</li>
<li>Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule</li> <li>Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule</li>
</ul> </ul>
<h2>Checkouts Per Patron</h2> <h2>Checkouts Per Patron</h2>
<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>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>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> <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> <h2>Item Hold Policies</h2>
<p>For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.</p> <p>For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.</p>
<p>The various policies have the following effects:</p> <p>The various policies have the following effects:</p>
<ul> <ul>
<li>From Any Library: Patrons from any library may put this item on hold. (default if none is defined)</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>From Home Library: Only patrons from the item's home library may put this book on hold.</li>
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<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 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>
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<p style="color: #990000">Important: If you change something in this table, ask your administrator to run misc/batchRebuildBiblioTables.pl script.</p> <p 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>
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<li>VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon</li> <li>VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon</li>
</ul> </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>
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