From d4a19175e6b1a1783d0d366a255b0f1ba1423928 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Thu, 12 Apr 2012 12:47:27 -0400 Subject: [PATCH] Bug 7936: Admin Help files for 3.8 Signed-off-by: Shari Perkins Signed-off-by: Jared Camins-Esakov Signed-off-by: Paul Poulain --- .../prog/en/modules/help/admin/admin-home.tt | 18 +-- .../en/modules/help/admin/aqbudgetperiods.tt | 10 +- .../prog/en/modules/help/admin/aqbudgets.tt | 14 +-- .../prog/en/modules/help/admin/aqplan.tt | 4 +- .../help/admin/auth_subfields_structure.tt | 20 ++-- .../modules/help/admin/auth_tag_structure.tt | 8 +- .../modules/help/admin/authorised_values.tt | 34 +++--- .../prog/en/modules/help/admin/authtypes.tt | 6 +- .../en/modules/help/admin/biblio_framework.tt | 26 ++--- .../help/admin/branch_transfer_limits.tt | 4 +- .../prog/en/modules/help/admin/branches.tt | 20 ++-- .../prog/en/modules/help/admin/categorie.tt | 8 +- .../prog/en/modules/help/admin/checkmarc.tt | 6 +- .../prog/en/modules/help/admin/cities.tt | 10 +- .../en/modules/help/admin/classsources.tt | 20 ++-- .../prog/en/modules/help/admin/currency.tt | 4 +- .../en/modules/help/admin/fieldmapping.tt | 4 +- .../help/admin/item_circulation_alerts.tt | 4 +- .../prog/en/modules/help/admin/itemtypes.tt | 22 ++-- .../en/modules/help/admin/koha2marclinks.tt | 10 +- .../help/admin/marc_subfields_structure.tt | 16 +-- .../en/modules/help/admin/marctagstructure.tt | 8 +- .../en/modules/help/admin/matching-rules.tt | 10 +- .../en/modules/help/admin/oai_set_mappings.tt | 41 ++----- .../prog/en/modules/help/admin/oai_sets.tt | 31 ++--- .../modules/help/admin/patron-attr-types.tt | 38 ++++--- .../prog/en/modules/help/admin/preferences.tt | 12 +- .../prog/en/modules/help/admin/printers.tt | 2 +- .../prog/en/modules/help/admin/roadtype.tt | 8 +- .../prog/en/modules/help/admin/smart-rules.tt | 106 +++++++++++++----- .../prog/en/modules/help/admin/stopwords.tt | 6 +- .../en/modules/help/admin/z3950servers.tt | 10 +- 32 files changed, 284 insertions(+), 256 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt index fc17c03d8a..ae38e2a11f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt @@ -1,35 +1,35 @@ [% INCLUDE 'help-top.inc' %] -

Administration help

+

Administration Help

The administration area is where you set all of your preferences for the system. Preference are broken down into several categories.

-

Global system preferences

+

Global System Preferences

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.

-

If you are not sure what combination of system preferences to use, try using one of the sample profiles at install.

+

If you are not sure what combination of system preferences to use, try using one of the sample profiles at install.

IMPORTANT: many preferences interact with each other. Turning on one system preference may require that others are also set.

-

Basic parameters

+

Basic Parameters

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.

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.

-

Patrons and circulation

+

Patrons and Circulation

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.

Catalog

-

Catalog parameters assist in configuring the cataloging functionality within Koha. +

Catalog parameters assist in configuring the cataloging functionality within Koha.

-

Additional parameters

+

Additional Parameters

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.

-

-

See the full documentation for system administration in the manual (online).

+ +

See the full documentation for system Administration in the manual (online).

[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt index 86b8372af2..fb311697a7 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt @@ -4,22 +4,22 @@

Budgets are the top level used for tracking accounting values related to acquisitions.

-

An example would be to create a budget for the current year and then breaking that into funds for different areas of the library.

+

An example would be to create a budget for the current year and then breaking that into Funds for different areas of the library.

Add a budget

-

To add a budget click the 'New budget' button.

+

To add a budget click the 'New Budget' button.

  • Choose the time period this budget is for, whether it's an academic year, a fiscal year, a quarter, etc.
    • -
  • The description should be something that will help you identify the budget when ordering
    • +
  • The Description should be something that will help you identify the budget when ordering
  • In the amount box do not use any symbols, simply enter the amount of the budget with numbers and decimals.
  • 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.
  • Locking a budget means that Funds will not be able to be modified by librarians
-

Once you have made your edits, click the 'Save changes' button. You will be brought to a list of your existing budgets.

+

Once you have made your edits, click the 'Save Changes' button. You will be brought to a list of your existing budgets.

-

See the full documentation for budgets in the manual (online).

+

See the full documentation for Budgets in the manual (online).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt index bfb540232d..b4d18fba8b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt @@ -4,33 +4,33 @@

Budgets are broken into funds.

-

Add a fund

+

Add a Fund

A fund is added to a budget.

Important: A budget must be defined before a fund can be created.

-

To add a new fund click the New button and then choose which budget you would like to add the fund to.

+

To add a new fund click the New button and then choose which Budget you would like to add the fund to.

In the form that appears you wan to enter the basics about your fund.

The three first fields are required, the rest are optional

    -
  • Fund code is a unique identifier for your fund
    • -
  • The fund name should be something that librarians will understand
    • +
  • Fund Code is a unique identifier for your fund
    • +
  • The Fund Name should be something that librarians will understand
  • Amount should be entered with only numbers and decimals, no other characters
  • 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
  • Choose which library will be using this fund
  • You can restrict who can order from this fund by choosing either the owner or the library from the 'Restrict access to' menu
  • Notes are simply for any descriptive notes you might want to add so that librarians know when to use this fund
    • -
  • Planning categories are used for statistical purposes. To learn more about planning categories, check out the planning category FAQ.
    • +
  • Planning categories are used for statistical purposes. To learn more about planning categories, check out the Planning Category FAQ.

When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.

-

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.

+

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.

-

See the full documentation for funds in the manual (online).

+

See the full documentation for Funds in the manual (online).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt index 2fac044a00..96346ee0ca 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

Budget planning

+

Budget Planning

When viewing the list of funds click the 'Planning' button and choose how you would like to plan to spend your budget.

@@ -12,6 +12,6 @@

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.

-

See the full documentation for Budget planning in the manual (online).

+

See the full documentation for Budget Planning in the manual (online).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt index 6e68cf27d6..e1c7979488 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt @@ -1,8 +1,8 @@ [% INCLUDE 'help-top.inc' %] -

MARC record subfields

+

MARC Record Subfields

-

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

+

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

  • Each field has a tag (which is the MARC tag) @@ -12,7 +12,7 @@
  • If you check 'Repeatable' then the field will have a plus sign next to it allowing you to add multiples of that tag
  • If you check 'Mandatory' the record will not be allowed to save unless you have a value assigned to this tag
  • '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
    • +To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing
  • From the list of subfields you can click 'Delete' to the right of each to delete the subfields
    • @@ -79,21 +79,21 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
  • 9 => Future use
    • -
  • ( ! means 'not visible' or in the case of 'collapsed,' 'not collapsed')
    • +
  • ( ! means 'not visible' or in the case of Collapsed 'not Collapsed')
      • -
    • Is a URL +
    • Is a url
        -
      • if checked, it means that the subfield is a URL and can be clicked
        • +
      • if checked, it means that the subfield is a url and can be clicked
    • Link
        -
      • 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 : +
      • 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 :
        • on a field like author (200f in UNIMARC), put 200f here, you will be able to see all bib records with the same author.
        • 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.
          • @@ -114,7 +114,7 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
        • Authorized value
          • means the value cannot by typed by the librarian, but must be chosen from a pull down generated by the authorized value list
            • -
          • In the example above, the 504a field will show the MARC504 authorized values when cataloging
            • +
          • In the example above, the 504a field will show the MARC504 Authorized Values when cataloging
        @@ -134,10 +134,10 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
      • -
    • To save your changes simply click the 'Save changes' button at the top of the screen
      • +
    • To save your changes simply click the 'Save Changes' button at the top of the screen
    -

    See the full documentation for authorities in the manual (online).

    +

    See the full documentation for Authorities in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt index 5760f2f04b..abaa8ab648 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt @@ -1,8 +1,8 @@ [% INCLUDE 'help-top.inc' %] -

    Authority record tags

    +

    Authority Record Tags

    -

    To add a field to an authority framework click the 'New Tag' button at the top of the authority framework definition

    +

    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

    @@ -17,10 +17,10 @@
  • If you want this field to be a pull down with limited possible answers, choose which 'Authorized value' list you want to use
    • -

    When you're finished, click 'Save changes' and you will be presented with your new field

    +

    When you're finished, click 'Save Changes' and you will be presented with your new field

    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.

    -

    See the full documentation for authorities in the manual (online).

    +

    See the full documentation for Authorities in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt index 31786ceaf2..bfd2c5781c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt @@ -1,10 +1,10 @@ [% INCLUDE 'help-top.inc' %] -

    Authorized values

    +

    Authorized Values

    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.

    -

    Existing values

    +

    Existing Values

    Koha installs with pre-defined values that your library is likely to use, for instance 'Lost'.

    @@ -51,27 +51,27 @@
  • HINGS_AS
      -
    • General holdings: Acquisition status designator :: This data element specifies acquisition status for the unit at the time of the holdings report.a
      • +
    • General Holdings: Acquisition Status Designator :: This data element specifies acquisition status for the unit at the time of the holdings report.a
  • HINGS_C
      -
    • General holdings: Completeness designator
      • +
    • General Holdings: Completeness Designator
  • HINGS_PF
      -
    • Physical form designators
      • +
    • Physical Form Designators
  • HINGS_RD
      -
    • General holdings: Retention designator :: This data element specifies the retention policy for the unit at the time of the holdings report.
      • +
    • General Holdings: Retention Designator :: This data element specifies the retention policy for the unit at the time of the holdings report.
  • HINGS_UT
      -
    • General holdings: Type of unit designator
      • +
    • General Holdings: Type of Unit Designator
  • LOC @@ -117,35 +117,35 @@
    • -

    Add new authorized value category

    +

    Add new Authorized Value Category

    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:

      -
    • Click 'New category'
      • -
    • Limit your category to 11 characters (something short to make it clear what the category is for)
      • +
    • Click 'New Category'
      • +
    • Limit your Category to 11 characters (something short to make it clear what the category is for)
    • When adding a new category you're asked to create at least one authorized value
        -
      • Enter a code for your authorized value into the 'Authorized value' field
        • -
      • Use the description field for the actual value that will be entered
        • +
      • Enter a code for your Authorized Value into the 'Authorized value' field
        • +
      • Use the Description field for the actual value that will be entered
    • Click 'Save'
      • -
    • Your new category and value will appear on the list of authorized values
      • +
    • Your new category and value will appear on the list of Authorized Values
    -

    Add new authorized value

    +

    Add new Authorized Value

    New authorized values can be added to any existing or new category. To add a value:

    • Click 'New authorized value for ...'
      • -
    • Enter a code for your authorized value into the 'Authorized value' field
      • -
    • Use the description field for the actual value that will be entered
      • +
    • Enter a code for your Authorized Value into the 'Authorized value' field
      • +
    • Use the Description field for the actual value that will be entered
    • Click 'Save'
    • The new value will appear in the list along with existing values
    -

    See the full documentation for authorized values in the manual (online).

    +

    See the full documentation for Authorized Values in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt index c315db9895..80d9be60e2 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt @@ -2,10 +2,10 @@

    Authority types

    -

    Authority types are basically MARC frameworks for authority records and because of that the rules below refer to the bibliographic frameworks.

    +

    Authority Types are basically MARC Frameworks for Authority records and because of that the rules below refer to the bibliographic frameworks.

    -

    Koha comes with many of the necessary authority frameworks already installed.

    +

    Koha comes with many of the necessary Authority frameworks already installed.

    -

    See the full documentation for authorities in the manual (online).

    +

    See the full documentation for Authorities in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt index 4810dd6831..faa53a4281 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt @@ -1,39 +1,39 @@ [% INCLUDE 'help-top.inc' %] -

    MARC bibliographic frameworks

    +

    MARC Bibliographic Frameworks

    -

    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.

    +

    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.

    -

    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.

    +

    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.

    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.

    -

    Add new framework

    +

    Add New Framework

    To add a new framework

      -
    • Click 'New framework' +
    • Click 'New Framework'
      • Enter a code of 4 or fewer characters
        • -
      • Use the description field to enter a more detailed definition of your framework
        • +
      • Use the Description field to enter a more detailed definition of your framework
    • Click 'Submit'
      • -
    • Once your framework is added click 'MARC structure' to the right of it on the list of frameworks +
    • Once your Framework is added click 'MARC structure' to the right of it on the list of Frameworks
        -
      • You will be asked to choose a framework to base your new framework off of, this will make it easier than starting from scratch
        • +
      • You will be asked to choose a Framework to base your new Framework off of, this will make it easier than starting from scratch
      • -
    • Once your framework appears on the screen you can edit or delete each field by following the instructions for editing subfields
      • +
    • Once your Framework appears on the screen you can edit or delete each field by following the instructions for editing subfields
    -

    Edit Existing frameworks

    +

    Edit Existing Frameworks

    -

    Clicking 'Edit' to the right of a framework will only allow you to edit the description for the framework

    +

    Clicking 'Edit' to the right of a Framework will only allow you to edit the Description for the Framework

    -

    To make edits to the fields associated with the framework you must first click 'MARC Structure' and then follow the instructions for editing subfields

    +

    To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields

    -

    See the full documentation for frameworks in the manual (online).

    +

    See the full documentation for Frameworks in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt index 6a612157cb..baac455c01 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Library transfer limits

    +

    Library Transfer Limits

    Limit the ability to transfer items between libraries based on the library sending, the library receiving, and the collection code involved.

    @@ -16,6 +16,6 @@

    In the above example, Centerville library will allow patrons to return items from all libraries except Liberty and Franklin to their library.

    -

    See the full documentation for library transfer limits in the manual (online).

    +

    See the full documentation for Library Transfer Limits in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt index dc76796fe7..da2d595b74 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt @@ -1,17 +1,17 @@ [% INCLUDE 'help-top.inc' %] -

    Libraries & groups

    +

    Libraries & Groups

    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.

    When visiting this page you are presented with a list of the libraries and groups that have already been added to the system.

    -

    Adding a library

    +

    Adding a Library

    To add a new library:

      -
    • Click 'New library'
      • +
    • Click 'New Library'
    • Fill in the data requested on the form that follows
      • Of the fields listed, only 'Library code' and 'Name' are required
        • @@ -21,7 +21,7 @@
      -

      Editing/Deleting a library

      +

      Editing/Deleting a Library

      You will be unable to delete any library that has patrons or items attached to it.

      @@ -31,22 +31,22 @@

      Adding a group

      -

      To add a search domain or library property group click the 'New group' button at the top of the screen.

      +

      To add a Search Domain or Library Property Group click the 'New Group' button at the top of the screen.

      Of the fields on the group form, 'Category code' and 'Name' are the only required fields

      -

      Search domain groups

      +

      Search Domain Groups

      -

      Search domain groups allow you to search a group of libraries at the same time instead of searching just one library or all libraries.

      +

      Search Domain Groups allow you to search a group of libraries at the same time instead of searching just one library or all libraries.

      -

      To see Search domain groups in action visit the staff client advanced search page in your Koha system

      +

      To see Search Domain Groups in action visit the staff client advanced search page in your Koha system

      -

      Library property groups

      +

      Library Property Groups

      You can assign specific categories to your libraries by adding groups for them.

      Properties are then applied to libraries via the add or edit library form.

      -

      See the full documentation for libraries & groups in the manual (online).

      +

      See the full documentation for Libraries & Groups in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt index aeec6eb6b1..cd6b05475c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

      Patron categories

      +

      Patron Categories

      Patron categories allow you to organize your patrons into different roles, age groups, and patron types.

      @@ -41,10 +41,10 @@

      Adding a patron category

      -

      To add a new patron category click 'New category' at the top of the page

      +

      To add a new patron category click 'New Category' at the top of the page

        -
      • The 'Category code' is an identifier for your new code. +
      • The 'Category Code' is an identifier for your new code.
        • Important: The category code is limited to 10 characters (numbers and letters)
        @@ -77,6 +77,6 @@
      -

      See the full documentation for patron categories in the manual (online).

      +

      See the full documentation for Patron Categories in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt index 5bc9d57544..1e43fb048a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt @@ -1,11 +1,11 @@ [% INCLUDE 'help-top.inc' %] -

      MARC bibliographic framework test

      +

      MARC Bibliographic Framework Test

      This tool checks the MARC structure in your frameworks.

      -

      If you change your MARC bibliographic framework it's recommended that you run this tool to test for errors in your definition.

      +

      If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.

      -

      See the full documentation for the MARC bibliographic framework test in the manual (online).

      +

      See the full documentation for the MARC Bibliographic Framework Test in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt index 5cfc9dee1e..98b1b4dcdc 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt @@ -1,10 +1,10 @@ [% INCLUDE 'help-top.inc' %] -

      Cities and towns

      +

      Cities and Towns

      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.

      -

      Adding a city

      +

      Adding a City

      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.

      @@ -12,12 +12,12 @@

      Cities can be edited or deleted at any time.

      -

      Viewing cities on patron add form

      +

      Viewing Cities on Patron Add Form

      -

      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.

      +

      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.

      This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.

      -

      See the full documentation for cities and towns in the manual (online).

      +

      See the full documentation for Cities and Towns in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt index 24ce608451..3e4c79bc4b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt @@ -1,14 +1,14 @@ [% INCLUDE 'help-top.inc' %] -

      Classification sources

      +

      Classification Sources

      -

      Source of classification or shelving scheme is an authorized values category that is mapped to field 942$2 in Koha's MARC bibliographic frameworks.

      +

      Source of classification or shelving scheme is an Authorized Values category that is mapped to field 942$2 in Koha's MARC Bibliographic frameworks.

      Commonly used values of this field are:

        -
      • ddc - Dewey Decimal classification
        • -
      • lcc - Library of Congress classification
        • +
      • ddc - Dewey Decimal Classification
        • +
      • lcc - Library of Congress Classification

      If you chose to install classification sources during Koha's installation, you would see other values too:

      @@ -16,11 +16,11 @@
      • ANSCR (sound recordings)
      • SuDOC classification
        • -
      • Universal decimal classification
        • -
      • Other/Generic classification
        • +
      • Universal Decimal Classification
        • +
      • Other/Generic Classification
      -

      Adding/Editing classification sources

      +

      Adding/Editing Classification Sources

      You can add your own source of classification by using the New Classification Source button. To edit use the Edit link.

      @@ -32,7 +32,7 @@
    • Select the appropriate filing rule from the drop down list.
    -

    Classification filing rules

    +

    Classification Filing Rules

    Filing rules determine the order in which items are placed on shelves.

    @@ -44,7 +44,7 @@
  • Generic
    • -

    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.

    +

    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.

    When creating or editing:

    @@ -53,6 +53,6 @@
  • Choose an appropriate filing routine - dewey, generic or lcc
    • -

    See the full documentation for classification sources in the manual (online).

    +

    See the full documentation for Classification Sources in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt index 7e6bc26871..ff4245cce5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Currencies and exchange rates

    +

    Currencies and Exchange Rates

    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.

    @@ -8,6 +8,6 @@

    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.

    -

    See the full documentation for currencies and exchange rates in the manual (online).

    +

    See the full documentation for Currencies and Exchange Rates in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt index 1a942c73a8..9981403c91 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Keyword to MARC mapping

    +

    Keyword to MARC Mapping

    This tool will allow you to map MARC fields to a set of predefined keywords.

    @@ -20,6 +20,6 @@

    Future developments will include additional keyword assigned fields.

    -

    See the full documentation for keyword to MARC mapping in the manual (online).

    +

    See the full documentation for Keyword to MARC Mapping in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt index db6da0bffc..f9bafcc970 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Item circulation alerts

    +

    Item Circulation Alerts

    Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).

    @@ -19,6 +19,6 @@
  • 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.
    • -

    See the full documentation for item circulation alerts in the manual (online).

    +

    See the full documentation for Item Circulation Alerts in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt index 949928d01b..675906361b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt @@ -1,17 +1,17 @@ [% INCLUDE 'help-top.inc' %] -

    Item types

    +

    Item Types

    Koha allows you to organize your collection by item types and collection codes.

    Item types typically refer to the material type (book, cd, dvd, etc), but can be used in any way that works for your library.

    -

    Adding item types

    +

    Adding Item Types

    -

    To add a new item type, simply click the 'New item type' button at the top of the Item types page.

    +

    To add a new item type, simply click the 'New Item Type' button at the top of the Item Types page.

      -
    • In the 'Item type' field, enter a short code for your item type
      • +
    • In the 'Item Type' field, enter a short code for your item type
    • The description is the plain text definition of the item type
    • You can choose to have an image associated with your item type
        @@ -20,7 +20,7 @@
      • Or you can just have no image associated with the item type
      • Important: To have your item type images appear in the OPAC you need to set noItemTypeImages to 'Show'
          -
        • Get there: More > Administration > Global system preferences > Admin
          • +
        • Get there: More > Administration > Global System Preferences > Admin
      @@ -37,26 +37,26 @@
    • This will charge the patron on checkout
    -
  • When finished, click 'Save changes' +
  • When finished, click 'Save Changes'
      -
    • Tip: All fields, with the exception of the 'Item type' will be editable from the item types list
      • +
    • Tip: All fields, with the exception of the 'Item Type' will be editable from the Item Types list
  • Your new item type will now appear on the list
    • -

    Editing item types

    +

    Editing Item Types

    Each item type has an Edit button beside it. To edit an item simply click the 'Edit' link.

    -

    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.

    +

    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.

    -

    Deleting item types

    +

    Deleting Item Types

    Each item has a Delete button beside it. To delete an item, simply click the 'Delete' link.

    You will not be able to delete item types that are being used by items within your system.

    -

    See the full documentation for item types in the manual (online).

    +

    See the full documentation for Item Types in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt index 8164a19b40..6b7c75a365 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt @@ -1,17 +1,17 @@ [% INCLUDE 'help-top.inc' %] -

    Koha to MARC mapping

    +

    Koha to MARC Mapping

    -

    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.

    +

    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.

    -

    The Koha to MARC mapping page offers you the option of choosing from one of three tables in the database to assign values to.

    +

    The Koha to MARC Mapping page offers you the option of choosing from one of three tables in the database to assign values to.

    -

    After choosing the table you would like to view, click 'OK.' To edit any mapping click on the 'Koha filed' or the 'Edit' link.

    +

    After choosing the table you would like to view, click 'OK.' To edit any mapping click on the 'Koha Filed' or the 'Edit' link.

    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.

    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.

    -

    See the full documentation for Koha to MARC mapping in the manual (online).

    +

    See the full documentation for Koha to MARC Mapping in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt index f55ff054ec..65b53b934b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt @@ -1,8 +1,8 @@ [% INCLUDE 'help-top.inc' %] -

    MARC bibliographic frameworks subfields

    +

    MARC Bibliographic Frameworks Subfields

    -

    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

    +

    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

    • Each field has a tag (which is the MARC tag) @@ -12,11 +12,11 @@
    • If you check 'Repeatable' then the field will have a plus sign next to it allowing you to add multiples of that tag
    • If you check 'Mandatory' the record will not be allowed to save unless you have a value assigned to this tag
    • '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
      • +To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing
  • From the list of subfields you can click 'Delete' to the right of each to delete the subfields
    • -
  • To edit the subfields click 'Edit subfields'
    • +
  • To edit the subfields click 'Edit Subfields'
  • For each subfield you can set the following values
    • Text for librarian @@ -91,9 +91,9 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
      -
    • Is a URL +
    • Is a url
        -
      • if checked, it means that the subfield is a URL and can be clicked
        • +
      • if checked, it means that the subfield is a url and can be clicked
    @@ -141,9 +141,9 @@ To edit the subfields associated with the tag, click 'Subfields' to the right of
    • -
  • To save your changes simply click the 'Save changes' button at the top of the screen
    • +
  • To save your changes simply click the 'Save Changes' button at the top of the screen
    • -

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

    +

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

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt index ce93e70f2c..3ba7a39af2 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt @@ -1,8 +1,8 @@ [% INCLUDE 'help-top.inc' %] -

    MARC bibliographic frameworks tags

    +

    MARC Bibliographic Frameworks Tags

    -

    To add a field to a framework click the 'New tag' button at the top of the framework definition

    +

    To add a field to a Framework click the 'New Tag' button at the top of the Framework definition

    This will open up a blank form for entering MARC field data

    @@ -17,10 +17,10 @@
  • If you want this field to be a pull down with limited possible answers, choose which 'Authorized value' list you want to use
    • -

    When you're finished, click 'Save changes' and you will be presented with your new field

    +

    When you're finished, click 'Save Changes' and you will be presented with your new field

    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.

    -

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

    +

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

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt index a01f5db189..4e51c560d4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Record matching rules

    +

    Record Matching Rules

    Record matching rules are used when importing MARC records into Koha.

    @@ -9,7 +9,7 @@

    To create a new matching rule:

      -
    • Click 'New record matching rule' +
    • Click 'New Record Matching Rule'
      • Choose a unique name and enter it in the 'Matching rule code' field
      • 'Description' can be anything you want to make it clear to you what rule you're picking
        • @@ -27,7 +27,7 @@
      -

      Sample record matching rule: Control number

      +

      Sample Record Matching Rule: Control Number

      • Match threshold: 100
        • @@ -43,9 +43,9 @@
      • Offset: 0
      • Length: 0
      • Normalization rule: Control-number
        • -
      • Required match checks: none (remove the blank one)
        • +
      • Required Match checks: none (remove the blank one)
      -

      See the full documentation for Record matching Rules in the manual (online).

      +

      See the full documentation for Record Matching Rules in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt index ba85010016..7e59c5a495 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt @@ -1,40 +1,23 @@ [% INCLUDE 'help-top.inc' %] -

      OAI-PMH sets mappings configuration

      +

      OAI-PMH Sets Mappings Configuration

      -

      - 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. -

      +

      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.

      Defining a mapping

      +
        -
      1. - 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. -
        2. -
      2. - If you want to add another condition, click on 'OR' button and repeat - step 1. -
        3. +
      3. 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.
        4. +
      4. If you want to add another condition, click on 'OR' button and repeat step 1.
      5. Click on 'Save'
      -

      - To delete a condition, just leave at least one of 'Field', 'Subfield' or - 'Value' empty and click on 'Save'. -

      - -

      - 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'. -
      - And it is case sensitive : a record having 999$9 = 'xxx' will not belong - to a set where condition is 999$9 = 'XXX'. -

      +

      To delete a condition, just leave at least one of 'Field', 'Subfield' or 'Value' empty and click on 'Save'.

      + +

      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'.

      + +

      And it is case sensitive : a record having 999$9 = 'xxx' will not belong to a set where condition is 999$9 = 'XXX'.

      + +

      See the full documentation for OAI Sets in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt index c99ea3ad95..9944c40732 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

      OAI-PMH sets configuration

      +

      OAI-PMH Sets Configuration

      On this page you can create, modify and delete OAI-PMH sets

      @@ -9,41 +9,26 @@

      1. Click on the link 'Add a new set'
      2. Fill the mandatory fields 'setSpec' and 'setName'
        3. -
      3. - 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. -
        4. +
      4. 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.
      5. Click on 'Save' button'

      Modify a set

      -

      - 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. -

      +

      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.

      Delete a set

      -

      - To delete a set, just click on the link 'Delete' on the same line of the - set you want to delete. -

      +

      To delete a set, just click on the link 'Delete' on the same line of the set you want to delete.

      Define mappings

      -

      - The 'Define mappings' link allow you to tell how the set will be build - (what records will belong to this set) -

      +

      The 'Define mappings' link allow you to tell how the set will be build (what records will belong to this set)

      Build sets

      -

      - 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. -

      +

      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.

      + +

      See the full documentation for OAI Sets in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt index 899df27643..c14ee80aeb 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt @@ -1,31 +1,35 @@ [% INCLUDE 'help-top.inc' %] -

      Patron attribute types

      +

      Patron Attribute Types

      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.

      +
        +
      • Get there: More > Administration > Patrons & Circulation > Patron attribute types
        • +
      +

      A common use for this field would be for a student ID number or a Driver's license number.

      -

      Adding patron attributes

      +

      Adding Patron Attributes

      -

      To add a new patron attribute type, click the 'New patron attribute type' button at the top of the page

      +

      To add a new Patron Attribute Type, click the 'New Patron Attribute Type' button at the top of the page

        -
      • In the 'Patron attribute type code', enter a short code to identify this field +
      • In the 'Patron attribute type code', enter a short code to identify this field
          -
        • This field is limited to 10 characters (numbers and letters only)
          • -
        • This setting cannot be changed after an attribute is defined
          • +
        • Important: This field is limited to 10 characters (numbers and letters only)
          • +
        • Important: This setting cannot be changed after an attribute is defined
      • In the 'Description' field, enter a longer (plain text) explanation of what this field will contain
      • Check the box next to 'Repeatable' to let a patron record have multiple values of this attribute.
          -
        • This setting cannot be changed after an attribute is defined
          • +
        • Important: This setting cannot be changed after an attribute is defined
      • 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.
          -
        • This setting cannot be changed after an attribute is defined
          • +
        • Important: This setting cannot be changed after an attribute is defined
      • Check 'Allow password' to make it possible to associate a password with this attribute.
        • @@ -34,16 +38,24 @@
      • 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
      • Authorized value category; if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.
          -
        • You will first need to add an authorized value list for it to appear in this menu
          • -
        • An authorized value list is not enforced during batch patron import.
          • +
        • You will first need to add an authorized value list for it to appear in this menu +
            +
          • Get there: More > Administration > Basic Parameters > Authorized Values
          • +
        • Important: an authorized value list is not enforced during batch patron import.
          • +
        +
        • +
      • If you'd like to only show this attribute on patrons of one type choose that patron type from the 'Category' pull down
        • +
      • 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
      • Click Save to save your new attribute
      -

      Once added your attribute will appear on the list of attributes and also on the patron record add/edit form

      +

      Once added your attribute will appear on the list of attributes and also on the patron record add/edit form + +

      If you have set up classes for organizing attributes they will appear that way on the add/edit patron form

      -

      Editing/Deleting patron attributes

      +

      Editing/Deleting Patron Attributes

      Each patron attribute has an edit and a delete link beside it on the list of attributes.

      @@ -57,6 +69,6 @@

      You will be unable to delete an attribute if it's in use.

      -

      See the full documentation for patron attribute types in the manual (online).

      +

      See the full documentation for Patron Attribute Types in the manual (online).

      [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt index bdb40f5377..7e5ae7e815 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

      System preferences

      +

      System Preferences

      Global system preferences control the way your Koha system works in general. Set these preferences before anything else in Koha.

      @@ -21,18 +21,18 @@
    • Cataloging: holds preferences that control the cataloging functions. This is where you choose your MARC flavor, set up Z39.50 and barcoding.
    • Circulation: holds preferences that control circulation functions such as holds and fines.
    • Creators: this tab contains preferences related to modules that create objects.
      • -
    • Enhanced content: 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.
      • +
    • Enhanced Content: 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.
    • I18N/L10N: holds preferences related to internationalization and localization such as date formats and languages.
      • -
    • Local use: this tab will usually be empty unless your library has a preference just for your library.
      • +
    • Local Use: this tab will usually be empty unless your library has a preference just for your library.
    • Logs: turn on/off logging functionality in your system.
    • OPAC: customize the OPAC and OPAC functions (aside from the Enhanced Content preferences).
    • Patrons: holds preferences that control how your system handles patron functions. Some preferences include the minimum password length and membership number settings.
    • Searching: holds preference related to advanced search functions such as removing stop words or allowing stemming.
    • Serials holds all preferences related to managing serial subscriptions.
      • -
    • Staff client: customize the staff client by editing the stylesheet and navigation menu.
      • -
    • Web services: includes preferences related to services like OAI-PMH.
      • +
    • Staff Client: customize the staff client by editing the stylesheet and navigation menu.
      • +
    • Web Services: includes preferences related to services like OAI-PMH.
    -

    See the full documentation for system preferences in the manual (online).

    +

    See the full documentation for System Preferences in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tt index bc4522f4ea..5874a987d5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Printer administration

    +

    Printer Administration

    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.

    diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tt index aab8858279..926175a1e2 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tt @@ -1,15 +1,15 @@ [% INCLUDE 'help-top.inc' %] -

    Adding road types

    +

    Adding Road Types

    -

    To add a road type, click 'New road type' and then enter the road type the way you'd like it displayed.

    +

    To add a road type, click 'New Road Type' and then enter the road type the way you'd like it displayed.

    Once you submit the form, your new road type will be listed on the Road Types page

    -

    Viewing road types on patron add form

    +

    Viewing Road Types on Patron Add form

    When adding or editing a patron, if you have road types defined, there will be a pull down to choose the road type from.

    -

    See the full documentation for road types in the manual (online).

    +

    See the full documentation for Road Types in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt index 4cb116f6ea..583a6375a4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt @@ -1,10 +1,15 @@ [% INCLUDE 'help-top.inc' %] -

    Circulation and fines rules

    +

    Circulation and Fines Rules

    These rules define how your items are circulated, how/when fines are calculated and how holds are handled.

    +
      +
    • Get there: More > Administration > Patrons & Circulation > Circulation and fines rules
      • +
    +

    The rules are applied from most specific to less specific, using the first found in this order:

    +
    • same library, same patron type, same item type
    • same library, same patron type, all item type
      • @@ -16,31 +21,43 @@
    • all libraries, all patron types, all item types
    -

    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)

    +

    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) -

    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.

    +

    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. -

    Default circulation rules

    +

    Default Circulation Rules

    -

    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):

    +

    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)

    From the matrix you can choose any combination of patron categories and item types to apply the rules to

    +
    • 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
    • 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
    • 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
      • -
    • 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.
      • +
    • 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.
      • +
    • Choose which unit of time, Days or Hours, that the loan period and fines will be calculate in
    • 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.
      • -
    • 'Fine Amount' should have the amount you would like to charge for overdue items
      • +
    • 'Fine Amount' should have the amount you would like to charge for overdue items
        -
      • Important: Enter only numbers and decimal points (no currency symbols).
        • +
      • Important: Enter only numbers and decimal points (no currency symbols).
        • +
      -
    • The 'Fine grace period' is the period of time an item can be overdue before you start charging fines.
      • -
    • Enter the 'Fine charging interval' in days (ex. charge fines every 1 day, or every 2 days)
      • -
    • 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
      • -
    • 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
      • -
    • 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
      • -
    • 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
      • + +
    • Enter the 'Fine Charging Interval' in the unit you set (ex. charge fines every 1 day, or every 2 hours)
      • +
    • The 'Fine Grace Period' is the period of time an item can be overdue before you start charging fines. +
        +
      • Important: This can only be set for the Day unit, not in Hours
        • +
      +
      • +
    • 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 +
        +
      • Important: This can only be set for the Day unit, not in Hours
        • +
      +
      • +
    • 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
      • +
    • 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
      • +
    • 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

    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.

    @@ -49,42 +66,73 @@

    After choosing to clone you will be presented with a confirmation message.

    -

    Default checkouts and hold policy

    +

    Default Checkouts and Hold Policy

    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.

    From this menu you can set a default to apply to all item types and patrons in the library.

    +
      -
    • In 'Total current checkouts allowed' enter the total number of items patrons can have checked out at one time
      • -
    • Control where patrons can place holds from using the 'Hold policy' menu
      • +
    • In 'Total Current Checkouts Allowed' enter the total number of items patrons can have checked out at one time
      • +
    • Control where patrons can place holds from using the 'Hold Policy' menu
        -
      • From any library: Patrons from any library may put this item on hold. (default if none is defined)
        • -
      • From home library: Only patrons from the item's home library may put this book on hold.
        • -
      • No holds allowed: No patron may put this book on hold.
        • +
      • From Any Library: Patrons from any library may put this item on hold. (default if none is defined)
        • +
      • From Home Library: Only patrons from the item's home library may put this book on hold.
        • +
      • No Holds Allowed: No patron may put this book on hold.
      +
      • +
    • Control where the item returns to once it is checked in +
        +
      • Item returns home
        • +
      • Item returns to issuing branch
        • +
      • Item floats +
          +
        • When an item floats it stays where it was checked in and does not ever return 'home'
          • +
        +
        • +
      +
    • Once your policy is set, you can unset it by clicking the 'Unset' link to the right of the rule
    -

    Checkouts per patron

    + +

    Checkouts Per Patron

    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.

    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.

    -

    Item hold policies

    +

    Item Hold Policies

    -

    For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.

    +For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies. + +

    The various Hold Policies have the following effects:

    -

    The various policies have the following effects:

      -
    • From any library: Patrons from any library may put this item on hold. (default if none is defined)
      • -
    • From home library: Only patrons from the item's home library may put this book on hold.
      • -
    • No holds allowed: No patron may put this book on hold.
      • +
    • From Any Library: Patrons from any library may put this item on hold. (default if none is defined)
      • +
    • From Home Library: Only patrons from the item's home library may put this book on hold.
      • +
    • No Holds Allowed: No patron may put this book on hold.

    Important: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.

    -

    Important: These policies are based on the patron's home library, not the library that the reserving staff member is from.

    +

    Important: These policies are based on the patron's home branch, not the branch that the reserving staff member is from.

    + +

    The various Return Policies have the following effects:

    + +
      +
    • Item returns home: The item will prompt the librarian to transfer the item to its home library +
        +
      • Important: If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear
        • +
      +
      • +
    • Item returns to issuing branch: The item will prompt the librarian to transfer the item back to the library where it was checked out +
        +
      • Important: If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear
        • +
      +
      • +
    • 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
      • +
    -

    See the full documentation for circulation and fine rules in the manual (online).

    +

    See the full documentation for Circulation and Fine Rules in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tt index 2081d98d89..bbdda18969 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Stop words

    +

    Stop Words

    Important: If NoZebra is set to 'Use' this option will not appear on the administration menu

    @@ -8,10 +8,10 @@

    Koha comes with a standard list of stop words that can be edited by visiting the Stop Word administration area.

    -

    To add a new stop word to the list, click the 'New stop word' button and add the word you'd like ignored

    +

    To add a new stop word to the list, click the 'New Stop Word' button and add the word you'd like ignored

    Important: If you change something in this table, ask your administrator to run misc/batchRebuildBiblioTables.pl script.

    -

    See the full documentation for stop words in the manual (online).

    +

    See the full documentation for Stop Words in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt index 4eec624122..431f9f7ee0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Z39.50 servers

    +

    Z39.50 Servers

    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.

    @@ -8,16 +8,16 @@

    To find additional targets you use IndexData's IRSpy: http://irspy.indexdata.com

    -

    Add a Z39.50 target

    +

    Add a Z39.50 Target

      -
    • From the main Z39.50 page, click 'New Z39.50 server' +
    • From the main Z39.50 page, click 'New Z39.50 Server'
      • Userid and Password are only required for servers that are password protected
    -

    Suggested Z39.50 targets

    +

    Suggested Z39.50 Targets

    The following targets have been used successfully by other Koha libraries (in the Americas):

    @@ -38,6 +38,6 @@
  • VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon
    • -

    See the full documentation for Z39.50 servers in the manual (online).

    +

    See the full documentation for Z39.50 Servers in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file -- 2.39.5