From 469275fef5f4cfd7b251cd0a8ba2b53009b10f03 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Fri, 19 Jun 2015 11:32:18 -0500 Subject: [PATCH] Bug 14424: Tools Help Files for 3.20 This patch updates and adds help files to 3.20+ To test: * Visit batch record modification and note that there is a help file and confirm the text is right * Visit export data, import borrowers, stage marc for import, and log viewer * Confirm updated text is right Signed-off-by: Tomas Cohen Arazi Signed-off-by: Jonathan Druart Signed-off-by: Tomas Cohen Arazi --- .../help/tools/batch_record_modification.tt | 30 ++++++++++++++++ .../prog/en/modules/help/tools/export.tt | 2 +- .../en/modules/help/tools/import_borrowers.tt | 14 ++++---- .../modules/help/tools/stage-marc-import.tt | 36 +++++++++++-------- .../prog/en/modules/help/tools/viewlog.tt | 2 -- 5 files changed, 60 insertions(+), 24 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt new file mode 100644 index 0000000000..317ac5b8fd --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt @@ -0,0 +1,30 @@ +[% INCLUDE 'help-top.inc' %] + +

Batch record modification

+ +

This tool will allow you to edit batches of bibliographic and/or authority records using MARC Modification Templates. Before visiting this tool you will want to set up at least one MARC modification template.

+ +

When you visit the tool it will ask you:

+ +
    +
  • Choose whether you're editing bibliographic or authority records
    • +
  • Enter the biblionumbers or authids +
      +
    • You can upload a file of these numbers or
      • +
    • Enter the numbers (one per line) in the box provided
      • +
    +
    • +
  • Finally choose the MARC Modification Template you'd like to use to edit these records.
    • +
+ +

Once you've entered your critera click 'Continue'

+ +

You will be presented with a list of records that will be edited. Next to each one is a checkbox so you can uncheck any items you would rather not edit at this time.

+ +

Clicking Preview MARC will allow you to see what edits will be made when you finalize the edit.

+ +

Once you're sure everything is the way you want you can click the 'Modify selected records' button and your records will be modified.

+ +

See the full documentation for Batch Record Modification in the manual (online).

+ +[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt index 9dd5cdee15..7dd88cef9c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt @@ -15,7 +15,7 @@
  • Limit to a bib number range
  • Limit to a specific item type
    • -
  • Limit to a specific set of libraries
    • +
  • Limit to a specific library or group of libraries
  • Limit to a call number range
  • Limit to an acquisition date range
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt index 73f0bc1069..88b246f60b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt @@ -8,7 +8,7 @@

Your Koha installation comes with a blank CSV file that you can use as a template for your patron records. If you would like to create the file yourself, make sure that your file has the following fields in this order as the header row:

-
borrowernumber, cardnumber, surname, firstname, title, othernames, initials, streetnumber, streettype, address, address2, city, zipcode, country, email, phone, mobile, fax, emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode, dateenrolled, dateexpiry, gonenoaddress, lost, debarred, contactname, contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2, altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2, altcontactaddress3, altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber, patron_attributes
+
cardnumber, surname, firstname, title, othernames, initials, streetnumber, streettype, address, address2, city, state, zipcode, country, email, phone, mobile, fax, emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city, B_state, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode, dateenrolled, dateexpiry, gonenoaddress, lost, debarred, debarredcomment, contactname, contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2, altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2, altcontactaddress3, altcontactstate, altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber, privacy, patron_attributes

Important: The 'password' value should be stored in plain text, and will be converted to a Bcrypt hash (which is an encrypted version of the password).

@@ -20,18 +20,18 @@

Important: The fields 'branchcode' and 'categorycode' are required and must match valid entries in your database.

-

Tip: If loading patron attributes, the 'patron_attributes' field should contain a comma-separated list of attribute types and values.

- +

Tip : If loading patron attributes, the 'patron_attributes' field should contain a comma-separated list of attribute types and values.

  • The attribute type code and a colon should precede each value.
      -
    • For example: INSTID:12345,LANG:fr or STARTDATE:January 1 2010,TRACK:Day
      • -
    • If an input record has more than one attribute, the fields should either be entered as an unquoted string (previous examples), or with each field wrapped in separate double quotes and delimited by a comma: +
    • For example: "INSTID:12345,BASEBALL:Cubs"
      • +
    • This field must be wrapped in quotes if multiple values are defined.
      • +
    • Since values can contain spaces, additional doubled-quotes may be required:
        -
      • "STARTDATE:January 1, 2010","TRACK:Day"
        • -
      • This syntax would be required if the data might have a comma in it, like a date string.
        • +
      • "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""
      • +
    • When replacing a patron record, any attributes specified in the input file replace all of the attribute values of any type that were previously assigned to the patron record.
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tt index 0b3bf1f2d4..422501b134 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tt @@ -5,26 +5,34 @@

This tool can be used to import both bibliographic and authority records that are saved in MARC format. Importing records into Koha includes two steps. The first is to stage records for import.

    -
  • First find the MARC file on your computer
    • -
  • Next you will be presented with options for record matching and item imports +
  • First find the MARC file on your computer
    • +
  • Next you will be presented with options for record matching and item imports
      -
    • Enter 'Comments about this file' to identify your upload when going to the 'Manage Staged MARC Records' tool
      • -
    • Tell Koha which type of file this is, bibliographic or authority
      • -
    • Choose the character encoding
      • -
    • Choose whether or not you want to look for matching -records +
    • Enter 'Comments about this file' to identify your upload when going to the 'Manage Staged MARC Records' tool
      • +
    • Tell Koha which type of file this is, bibliographic or authority
      • +
    • Choose the character encoding
      • +
    • Choose if you would like to use a MARC Modification Template to alter the data you're about to import
      • +
    • Choose whether or not you want to look for matching records
        -
      • You can set up record matching rules through the administration area
        • +
      • You can set up record matching rules through the administration area +
          +
        • When using the ISBN matching rule Koha will find only exact matches. If you find that the ISBN match is not working to your satisfaction you can change the AggressiveMatchOnISBN preference to 'Do' and then run your import again.
          • +
        +
        • +
      +
      • +
    • Next choose what to do with matching records if they are found
      • +
    • Finally choose what to do with records that are unique
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    • Next you can choose whether or not to import the item data found in the MARC records (if the file you're loading is a bibliographic file) +
        +
      • From here you can choose to always add items regardless of matching status, add them only if a matching bib was found, add items only if there was no matching bib record, replace items if a matching bib was found (The match will look at the itemnumbers and barcodes to match on for items. Itemnumbers take precendence over barcodes), or Ignore items and not add them.
      • -
    • Next choose what to do with matching records if they are found
      • -
    • Finally choose what to do with records that are unique
      • -
    • Next you can choose whether or not to import the item data found in the MARC records (if the file you're loading is a bibliographic file)
      • +
    • Click 'Stage for import'
      • +
    • You will be presented with a confirmation of your MARC import
      • +
    • To complete the process continue to the Managed Staged MARC Records Tool
    • -
  • Click 'Stage for import'
    • -
  • You will be presented with a confirmation of your MARC import
    • -
  • To complete the process continue to the Managed Staged MARC Records Tool

See the full documentation for the MARC Import in the manual (online).

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tt index 7e1218c54d..dd5a143fdb 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tt @@ -6,8 +6,6 @@

Choosing different combinations of menu options will produce the log file for that query.

-

You will note that real names do not appear on the log, only identifying numbers. You need to use the identifying numbers when searching the logs as well.

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See the full documentation for the Log Viewer in the manual (online).

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