From 222de089feece4a886402e74b943047bea504d9c Mon Sep 17 00:00:00 2001 From: Henri-Damien LAURENT Date: Fri, 6 Nov 2009 08:56:06 +0100 Subject: [PATCH] Subscription add Updating Online Help file --- .../help/serials/subscription-add.tmpl | 131 ++++++++++++++---- 1 file changed, 101 insertions(+), 30 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl index 473dd5ddd8..93015e059c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl @@ -2,48 +2,39 @@

Add A New Serial Subscription

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What do I need to setup a subscription?

Before you can set up a new subscription, you will need to have set up:

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How do I set up a new subscription?

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There are four sections to this form:

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There are two sections to this form:

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Step 1: Search for a Supplier

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1 ) General informations (subscription details)

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Step 1: Search for a Supplier

If you want to claim any issues then you need to elect a supplier at this point.

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Step 2: Search for Biblio

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Step 2: Search for Biblio

It should find the item that was just set up in Acquisitions. Note If you have not yet set this up in Acquisitions, click Create Biblio. It will take you back to Acquisitions Order Form.

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Step 3: Fill out other details in the Subscription Information box.

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This includes the Call Number, Home branch for the Serial and any notes.

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Step 3: Fill out other details in the Subscription Information box.

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You have to choose whether you will create an item record when receiving the issue. Be careful, default choice is DO NO CREATE

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Other details include the Location, Call Number, Home branch for the Serial and any notes.

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Grace period : number of days before a late issue has status from expected to late automatically set and the next expected issue is generated.

Select the Patron Alert: you will need to choose a Notice that can be sent to patrons when a new issue arrives. To edit this notice, go to Tools > Notices.

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Step 4: Fill out the details in the Planning box.

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Number of issues to display : in opac in Subscription (normal view), in staff in normal view

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2) Serials planning

This is a critical component of managing serials. In order to make the system predict the next issue the user must fill out each of these fields. Once completed it will populate the Numbering Calculation box below.

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See > More details about Planning

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Step 5: Fill out the Subscription length box

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Indicate the expected length of time that this serial will be subscribed to.

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This sets up the expiry date in the system and also sets up an Alert a month before expected expiry.

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Step 6: Numbering Calculation

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If a choice has been made in the Numbering Pattern section then the Numbering Calculation will automatically be filled out and presented in this section. However, if the Numbering Pattern is “None of the above” then a formula will be presented and the user must fill this out.

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See More detail about the Numbering Calculation formula

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Step 7: Add Subscription

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Once that is filled out then you see the completed details page. If there is a mistake you can go back and Edit the details.

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Next step - Receive issues (see online help on Receive Issues page)

How does planning work

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1. First Issue ETA

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Manual history : check this box if you want to fill receive history information manually in subscription summary

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Displays a calendar – choose the expected date of arrival in the library. This date is for administrative purposes only. It ties in with the Claims component of the Serials Module. It is not the date of the first issue. This is selected below in the Begins On field.

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2. Frequency

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Step 1: First Issue publication date

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Displays a calendar – choose the expected date of arrival in the library. It is the publication date of the first issue you will receive with Koha. It is not necessarily the publication date of the first issue of your collection.

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Step 2: Frequency

Use the drop down list to select the main frequency patterns.

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3. Numbering Pattern

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Step 3: Numbering Pattern

Drop down list of the main numbering patterns:

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If it is “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen.

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The system handles exceptions (e.g Item arrives monthly but only 10 issues in the year). Set the rollover to the max number of issues expected in the year. Then click the "Irregularity" link. Choose which instances are skipped.

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4. Begins on

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Depending on your choice, a box appears to enter more information on numbering :

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Example for "Rollover at" for "Volume, Number" pattern

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If you choose “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen.

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Step 4: Fill out the Subscription length box

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Indicate the expected length of time that this serial will be subscribed to.

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You have to indicate the subscription start date. It may be different from the First issue publication date entered above.

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Example : for periodicity 1/3 months, you may have subscription start date 2009-01-01 and First issue publication date 2009-03-15

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Subscription length : this sets up the expiry date in the system and also sets up an Alert a month before expected expiry.

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Subscription end date : calculated from subscription start date and length. But you can add / modify subscription end date, for instance if subscription stops before the expiry planned date

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Step 5: Numbering formula

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If a choice has been made in the Numbering Pattern section then the Numbering Calculation will automatically be filled out and presented in this section. It is possible to modify text in it, but don't modify {X}, {Y}, {Z}. However, if the Numbering Pattern is “None of the above” then a formula will be presented and the user must fill this out.

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The "numbering formula" can be filled with any text and/or numbers. Three special tokens {X}, {Y} and {Z} can be used to define the calculation formula. This allows you to define patterns not possible with the Numbering Pattern drop downs.

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Example : Number {X}, {Y} quarter, {Z}, where {Z} means year

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See below Advanced pattern

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3) Test prediction pattern

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Choosing Test prediction pattern allows you to see exceptions found by the system (e.g Item arrives monthly but only 10 issues in the year). Set the rollover to the max number of issues expected in the year.

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When irregularities are detected, you can choose date(s) when you won't receive an issue. (use Shift + click, or CTRL + click to select several dates)

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4) Add Subscription

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Once that is filled out then you see the completed details page. If there is a mistake you can go back and Edit the details.

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Next step - Receive issues (see online help on Receive Issues page)

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Advanced Pattern : how does planning work

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Example : monthly subscription, start date april 2009, lenght 12 months, first publication date april 2009, numbering formula vol {X} no {Y} year {Z}

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numbering for {X}

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numbering for {Y}

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numbering for {Z}

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Displays a calendar – choose the date of the first issue. For example, the library is subscribing to a monthly magazine and the first issue expected is the February issue. You would then choose 1st of February.

Numbering Calculation formula

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The "numbering formula" can be filled with any text and/or numbers. Three special tokens {X}, {Y} and {Z} can be used to define the calculation formula. This allows you to define patterns not possible with the Numbering Pattern drop downs.

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