From e9ebe22f6ab08a567e0a3938bc68eabe841a340a Mon Sep 17 00:00:00 2001 From: Russel Garlick Date: Fri, 4 Jan 2008 00:00:11 -0600 Subject: [PATCH] Working on help files Signed-off-by: Chris Cormack Signed-off-by: Joshua Ferraro --- .../intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl | 2 +- .../prog/en/modules/help/bull/statecollection.tmpl | 4 ++-- .../prog/en/modules/help/serials/serials-edit.tmpl | 2 +- 3 files changed, 4 insertions(+), 4 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl index 95a2adc203..43ff2771a0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl @@ -1,3 +1,3 @@ -

Acquisitions Help

What is Acquisitions?

The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets. 

You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the "Add MARC" feature in Cataloging to add new bibliographic and item records.

How to place an order?

To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order. 

How to recieve an order?

There are two ways to recieve an order:

  1. By Supplier (Supplier Search) - search for the vendor and view all order associated with the item.
  2. By Order (Orders Search) -  enter the title of the ordered Item in the orders search and locate the item.

What needs to be setup to use Acquisitions?

To make the most of acquisitions the following needs to be setup under System Administration

  • Budgets and Funds - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date.
  • Exchange Rates (optional)- If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency.
    NOTE: Exchanges Rates need to be updated manually.
  • Vendor(s) - These are the entities where items are purchased, or donated from. Orders are placed with Vendors. 

How do you handle donated items?

In Koha, doners are simply vendors who do not charge anything for items. You can either setup a catchall vendor account for all donations, or setup a new vendor account for each doner. When items are "ordered" from a vendor, simply enter 0 in the purchase price. If you wish to, you can record the actual value of the item in the "Replacement Cost" field. 
 
+

Acquisitions Help

What is Acquisitions?

The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets. 

You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the "Add MARC" feature in Cataloging to add new bibliographic and item records.

How to place an order?

To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order. 

How to recieve an order?

There are two ways to recieve an order:

  1. By Supplier (Supplier Search) - search for the vendor and view all order associated with the item.
  2. By Order (Orders Search) -  enter the title of the ordered Item in the orders search and locate the item.

What needs to be setup to use Acquisitions?

To make the most of acquisitions the following needs to be setup under System Administration

  • Budgets and Funds - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date.
  • Exchange Rates (optional)- If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency. Remember that your local currency should be set to 1.00
    NOTE: Exchanges Rates need to be updated manually.
  • Vendor(s) - These are the entities where items are purchased, or donated from. Orders are placed with Vendors. 

How do you handle donated items?

In Koha, doners are simply vendors who do not charge anything for items. You can either setup a catchall vendor account for all donations, or setup a new vendor account for each doner. When items are "ordered" from a vendor, simply enter 0 in the purchase price. If you wish to, you can record the actual value of the item in the "Replacement Cost" field. 
 
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl index c5819f59f4..9b7e73e469 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl @@ -10,7 +10,7 @@

The right part deals with issues. When you create a new subscription, the 1st issue is automatically calculated. When you want/need, you can define issues that have a new status:

  • Arrived : when an book arrives, you can set it's status to "arrived". Then, the issue disappear from this list, and the number of the issue is added to the "arrived list" (on the left box)
    • -
  • Late : means that the book is late and should be arrived. A books changed to "late" status stays on the issue list, and the next expected number is generated
    • +
  • Late : means that the book is late and should be arrived. A books changed to "late" status stays on the issue list, and the next waited number is generated
  • Missing : means the book will never arrive. The issue disappear from the list, and the number of the issue is added to the "missing list" (on the left box)

The left part

@@ -24,7 +24,7 @@
  • opac note : the field that appears in the librarian interface (with some other subscription information like beginning date and end date. This field must be filled manually. Nothing is put here automatically.

    • Subscription renewals

    -

    Koha calculates automatically the end of the subscription (based on the start date and the number of issues recieved). when a subscription has ended, you can't change the status of the last "expected number" (as it's not expected in fact). To be able to "recieve" this number, you must renew your subscription.

    +

    Koha calculates automatically the end of the subscription (based on the start date and the number of issues recieved). when a subscription has ended, you can't change the status of the last "waited number" (as it's not waited in fact). To be able to "recieve" this number, you must renew your subscription.

    Renewing a subscription means that you define some informations for the renewal. When those informations have been filled, a suggestion is automatically created in Koha. This suggestion can be managed by the librarian that orders books, as any other order (= budget and bookseller are defined here).

    Note that the subscription renewal done by the "serials librarian" is supposed to be immediate. We have decided to keep Koha as simple as possible. In fact, the subscription renewal won't be immediate, but we didn't wanted to add too much complexity.

    diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl index 87d77ae9fb..caf601fe25 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl @@ -1,5 +1,5 @@
    -

    Recieving Serials

    How do I receive an expected issue?

    The number for the next expected Issue should display in the top row. The status will default to expected. If the serial has arrived, then select "arrived" from the drop down. If SerialAddItems is turned on you will be prompted to add the item detail.

    Once you press save the new issue will be recorded in the subscription history.

    How do I receive an unexpected or supplemental issue?

    Uss the blank line under the expected issue line to add in the details for the unexpected or supplemental issue.  Select the appropriate status and save. 

    What happens if an Issue does not turn up?

    If an issue does not turn up or is late, then select that status from the Status drop down. The issue will now appear under "Claims" and can be managed from there.  

    +

    Recieving Serials

    How do I receive an expected issue?

    The number for the next expected Issue should display in the top row. The status will default to waited. If the serial has arrived, then select "arrived" from the drop down. If SerialAddItems is turned on you will be prompted to add the item detail.

    Once you press save the new issue will be recorded in the subscription history.

    How do I receive an unexpected or supplemental issue?

    Uss the blank line under the expected issue line to add in the details for the unexpected or supplemental issue.  Select the appropriate status and save. 

    What happens if an Issue does not turn up?

    If an issue does not turn up or is late, then select that status from the Status drop down. The issue will now appear under "Claims" and can be managed from there.  

    -- 2.39.2