From d12cdc120d32f04a50f587342d41af107fbc5434 Mon Sep 17 00:00:00 2001 From: Owen Leonard Date: Wed, 9 Jan 2008 14:38:58 -0600 Subject: [PATCH] Adding yuipath variable to help.pl, and doing some cleanup of help templates (standardizing structure, mostly, and correcting some nomenclature). Signed-off-by: Chris Cormack Signed-off-by: Joshua Ferraro --- help.pl | 1 + .../prog/en/css/staff-global.css | 13 +++++-- .../prog/en/includes/help-bottom.inc | 8 +--- .../prog/en/includes/help-top.inc | 3 ++ .../prog/en/modules/help/about.tmpl | 22 ++++++++--- .../en/modules/help/acqui/acqui-home.tmpl | 19 +++++++-- .../prog/en/modules/help/acqui/basket.tmpl | 19 ++++++++- .../prog/en/modules/help/acqui/newbiblio.tmpl | 8 +--- .../en/modules/help/acqui/neworderempty.tmpl | 21 ++++++++-- .../en/modules/help/acqui/orderreceive.tmpl | 13 +++++-- .../prog/en/modules/help/acqui/supplier.tmpl | 18 ++++++--- .../en/modules/help/admin/admin-home.tmpl | 20 +++++++--- .../en/modules/help/admin/aqbookfund.tmpl | 9 +---- .../help/admin/auth_subfields_structure.tmpl | 10 ++--- .../modules/help/admin/authorised_values.tmpl | 9 ++--- .../prog/en/modules/help/admin/authtypes.tmpl | 9 ++--- .../modules/help/admin/biblio_framework.tmpl | 9 ++--- .../prog/en/modules/help/admin/branches.tmpl | 9 +---- .../prog/en/modules/help/admin/categorie.tmpl | 9 ++--- .../prog/en/modules/help/admin/checkmarc.tmpl | 9 ++--- .../prog/en/modules/help/admin/currency.tmpl | 9 ++--- .../en/modules/help/admin/issuingrules.tmpl | 18 ++++----- .../prog/en/modules/help/admin/itemtypes.tmpl | 9 ++--- .../en/modules/help/admin/koha2marclinks.tmpl | 9 ++--- .../help/admin/marc_subfields_structure.tmpl | 8 +--- .../modules/help/admin/marctagstructure.tmpl | 9 ++--- .../prog/en/modules/help/admin/printers.tmpl | 9 ++--- .../prog/en/modules/help/admin/stopwords.tmpl | 9 ++--- .../modules/help/admin/systempreferences.tmpl | 15 +++---- .../en/modules/help/admin/z3950servers.tmpl | 8 +--- .../help/authorities/authorities-home.tmpl | 10 +++-- .../modules/help/authorities/authorities.tmpl | 1 - .../prog/en/modules/help/bull-home.tmpl | 9 ++--- .../prog/en/modules/help/bull/bull-home.tmpl | 8 +--- .../en/modules/help/bull/statecollection.tmpl | 8 +--- .../modules/help/bull/subscription-add.tmpl | 8 +--- .../help/bull/subscription-detail.tmpl | 8 +--- .../modules/help/cataloguing/addbiblio.tmpl | 20 +++++++--- .../en/modules/help/cataloguing/addbooks.tmpl | 18 +++++++-- .../en/modules/help/circ/branchtransfers.tmpl | 23 ++++++++--- .../modules/help/circ/circulation-home.tmpl | 10 +++-- .../en/modules/help/circ/circulation.tmpl | 20 ++++++++-- .../en/modules/help/circ/pendingreserves.tmpl | 13 +++++-- .../prog/en/modules/help/circ/returns.tmpl | 14 +++++-- .../help/circ/selectbranchprinter.tmpl | 17 +++++--- .../en/modules/help/circ/transferstodo.tmpl | 16 +++++--- .../modules/help/circ/transferstoreceive.tmpl | 16 +++++--- .../prog/en/modules/help/edithelp.tmpl | 28 ++++++++----- .../prog/en/modules/help/export/marc.tmpl | 9 +---- .../en/modules/help/labels/label-home.tmpl | 20 ++++++++-- .../prog/en/modules/help/mainpage.tmpl | 15 +++++-- .../en/modules/help/members/memberentry.tmpl | 10 ++--- .../en/modules/help/members/members-home.tmpl | 12 ++---- .../en/modules/help/members/moremember.tmpl | 12 ++---- .../prog/en/modules/help/nohelp.tmpl | 16 ++------ .../en/modules/help/reports/dictionary.tmpl | 9 ++--- .../modules/help/reports/guided_reports.tmpl | 9 ++--- .../en/modules/help/reports/reports-home.tmpl | 10 +++-- .../prog/en/modules/help/serials/claims.tmpl | 18 ++++++--- .../en/modules/help/serials/serials-edit.tmpl | 20 +++++++--- .../en/modules/help/serials/serials-home.tmpl | 31 +++++++++++++-- .../help/serials/subscription-add.tmpl | 39 +++++++++++++++++-- .../help/suggestion/acceptorreject.tmpl | 14 +++++-- .../prog/en/modules/help/tools/holidays.tmpl | 14 ++++--- .../prog/en/modules/help/tools/inventory.tmpl | 20 +++++++--- .../prog/en/modules/help/tools/koha-news.tmpl | 36 ++++++++++++++--- .../modules/help/tools/stage-marc-import.tmpl | 9 +---- .../modules/help/virtualshelves/shelves.tmpl | 39 ++++++++++++++++++- 68 files changed, 599 insertions(+), 351 deletions(-) delete mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl diff --git a/help.pl b/help.pl index 09dc8de950..402e7d5450 100755 --- a/help.pl +++ b/help.pl @@ -54,6 +54,7 @@ sub gethelptemplate { C4::Context->preference("intranetcolorstylesheet"), intranetstylesheet => C4::Context->preference("intranetstylesheet"), IntranetNav => C4::Context->preference("IntranetNav"), + yuipath => C4::Context->preference("yuipath"), referer => $refer, ); return $template; diff --git a/koha-tmpl/intranet-tmpl/prog/en/css/staff-global.css b/koha-tmpl/intranet-tmpl/prog/en/css/staff-global.css index a288f56062..8c4ec9896a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/css/staff-global.css +++ b/koha-tmpl/intranet-tmpl/prog/en/css/staff-global.css @@ -114,15 +114,22 @@ ul { padding-left : 1.1em; } -li { - +ul li { list-style-type : disc; } -li li { +ul li li { list-style-type : circle; } +ol { + padding-left : 1.5em; +} + +ol li { + list-style : decimal; +} + #header { background-color : #F3F3F3; border-bottom : 1px solid #E8E8E8; diff --git a/koha-tmpl/intranet-tmpl/prog/en/includes/help-bottom.inc b/koha-tmpl/intranet-tmpl/prog/en/includes/help-bottom.inc index 5b96baaf87..63c34672c1 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/includes/help-bottom.inc +++ b/koha-tmpl/intranet-tmpl/prog/en/includes/help-bottom.inc @@ -1,12 +1,8 @@ -
-
- -
+
" /> - +
-
diff --git a/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc b/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc index 066166e5fd..0d50c5c9da 100755 --- a/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc +++ b/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc @@ -1,3 +1,6 @@ Online Help +/css/help.css" /> + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tmpl index 5fad4f11cf..c90aa2939a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tmpl @@ -1,5 +1,17 @@ - -
-

About Koha

This section provides information about your Koha installation. It is useful for developers and if you wish to report bugs or issues to the Koha community. 

Server Information

This section tells you which version of Koha and supporting software you are using. If possible, when reporting issues to the Koha community, always give details of which version of Koha you are using. Koha is under active development and it is highly likely that an upgrade to a more recent version will provide patches and bug fixes you require. 

Perl Modules

This tab lists all the dependant Perl Modules for Koha and whether or not you have them installed, and the version number. If you are reporting an issue, the developer may ask what is the state of the Perl modules you have installed. 

Koha Team

Koha is developed and supported by a large number of developers around the world. Thanks to all the developers and libraries who support Koha

 

-
- + + +

About Koha

This section provides information about your Koha installation. It is useful for developers and if you wish to report bugs or issues to the Koha community.

+ +

Server Information

+ +

This section tells you which version of Koha and supporting software you are using. If possible, when reporting issues to the Koha community, always give details of which version of Koha you are using. Koha is under active development and it is highly likely that an upgrade to a more recent version will provide patches and bug fixes you require.

+ +

Perl Modules

+ +

This tab lists all the dependant Perl Modules for Koha and whether or not you have them installed, and the version number. If you are reporting an issue, the developer may ask what is the state of the Perl modules you have installed.

+ +

Koha Team

+ +

Koha is developed and supported by a large number of developers around the world. Thanks to all the developers and libraries who support Koha

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl index 43ff2771a0..2502c8b0f5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tmpl @@ -1,3 +1,16 @@ - -

Acquisitions Help

What is Acquisitions?

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

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

How to place an order?

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

How to recieve an order?

There are two ways to recieve an order:

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

What needs to be setup to use Acquisitions?

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

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

How do you handle donated items?

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

Acquisitions Help

What is Acquisitions?

+ +

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

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

+ +

How to place an order?

+ +

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

+ +

How to recieve an order?

+ +

There are two ways to recieve an order:

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

What needs to be setup to use Acquisitions?

+ +

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

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

How do you handle donated items?

In Koha, doners are simply vendors who do not charge anything for items. You can either setup a catchall vendor account for all donations, or setup a new vendor account for each doner. When items are "ordered" from a vendor, simply enter 0 in the purchase price. If you wish to, you can record the actual value of the item in the "Replacement Cost" field.  + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl index d47433a2eb..cd3103ea56 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl @@ -1,3 +1,18 @@ - -

Placing an Order Help

What is a Basket and Order?

A Basket is used to group a set of order lines. An order is placed for an individual item.

An Order can have multiple copies/units placed against it.  A Basket can have multiple Orders. 

How do I add Items to an Order?

  1. From an existing record -  Use the search to locate the bibliographic recrod of the item that you wish to order more copies of.
  2. From A Suggestion - view suggestions placed by Patrons and add to the item to the basket.
  3. From a new (empty) record - If you know that the item is not in the library already, then create a new record from scratch.

TIP: Always check your Catalogue first

It is highly advisable that you get in the habit of checking the catalogue first before placing an order for a new item. This saves unnecessary duplicate Bibliographic records in your database and any need to merge/deduplicate records. 

Do I have to "Close" a Basket?

No. A basket is simply a way that a set of orders can be grouped together. You may chose to "Close A Basket" when the Order for all the items in the basket has been placed with the Vendor. A basket does not need to be closed to recieve the items that have been ordered within that basket. 

Where do I enter a purchase order number?

Purchase order numbers are entered against orders, not baskets. See Add To Order 

 

+ +

Placing an Order Help

What is a Basket and Order?

+ +

A Basket is used to group a set of order lines. An order is placed for an individual item.

An Order can have multiple copies/units placed against it.  A Basket can have multiple Orders.

+ +

How do I add Items to an Order?

  1. From an existing record - Use the search to locate the bibliographic recrod of the item that you wish to order more copies of.
  2. From A Suggestion - view suggestions placed by Patrons and add to the item to the basket.
  3. From a new (empty) record - If you know that the item is not in the library already, then create a new record from scratch.

TIP: Always check your Catalogue first

+ +

It is highly advisable that you get in the habit of checking the catalogue first before placing an order for a new item. This saves unnecessary duplicate Bibliographic records in your database and any need to merge/deduplicate records.

+ +

Do I have to "Close" a Basket?

+ +

No. A basket is simply a way that a set of orders can be grouped together. You may chose to "Close A Basket" when the Order for all the items in the basket has been placed with the Vendor. A basket does not need to be closed to recieve the items that have been ordered within that basket.

+ +

Where do I enter a purchase order number?

+ +

Purchase order numbers are entered against orders, not baskets. See Add To Order

+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl index 8b181a9a89..494445d7e2 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl @@ -1,11 +1,7 @@ - -Online Help › Add Bibliographic Record - - - +

Add Bibliographic Record

Sorting Field 1 and Sorting Field 2 may now be related to a list of Authorized Values. All you have to do is define an Asort1 or Asort2 category of authorised values and enter the desired values into these categories. You will then be able to use them through Add/Modify Bibliographic Record page

- + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl index a00bc0c0ea..cba5221838 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl @@ -1,3 +1,18 @@ - -

Order Details Help

What is the "Vendor Price"?

The vendor price is the price given to you by the vendor, sometimes called the "List Price". Depdending on how the Vendor is setup this may or maynot include any discount given to you by the vendor and/or any sales tax. See Vendors for more information. 

What is the "Replacement Price"?

The replacement price is the total cost of what it would cost to replace the item if you had to purchase the item retail at recommended retail. This is the amount that a patron could be charged if item is lost or damaged beyond repair. 

What is the "Budgeted Price"?

This is the price you expect to pay for the item, including any discount and any relevant sales tax (depending on the vendor setup) and is the amount that will be charged to your Commited budget. 

What is the "Actual Price"?

This is the price that shows on the invoice or packing slip when you recieve the item. When placing an order, Koha will automatically calculate this for you. When an item is recieved, this can be over keyed with the actual value. This is to take into account any slight differences in rounding or price flutucations between ordering the item and actually recieving it. 

The Actual price is what is committed to your Spent budget. 

- + +

Order Details Help

What is the "Vendor Price"?

+ +

The vendor price is the price given to you by the vendor, sometimes called the "List Price". Depdending on how the Vendor is setup this may or maynot include any discount given to you by the vendor and/or any sales tax. See Vendors for more information.

+ +

What is the "Replacement Price"?

+ +

The replacement price is the total cost of what it would cost to replace the item if you had to purchase the item retail at recommended retail. This is the amount that a patron could be charged if item is lost or damaged beyond repair.

+ +

What is the "Budgeted Price"?

+ +

This is the price you expect to pay for the item, including any discount and any relevant sales tax (depending on the vendor setup) and is the amount that will be charged to your Commited budget.

+ +

What is the "Actual Price"?

+ +

This is the price that shows on the invoice or packing slip when you recieve the item. When placing an order, Koha will automatically calculate this for you. When an item is recieved, this can be over keyed with the actual value. This is to take into account any slight differences in rounding or price flutucations between ordering the item and actually recieving it.

The Actual price is what is committed to your Spent budget.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl index fc099fd0d2..8a7179deab 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl @@ -1,3 +1,10 @@ - -

Receiving Orders Help

How do I receive items that have arrived?

Firstly, check the catalogue details that you are recieiving the right item. If these are correct, you can add the  item details. 

For each item you will need to check the following:

  • Volume/Copy for Serails
  • Item Barcode scan or enter the barcode that has been assigned to the item
  • Home Library choose the home library/branch for the item from the drop down list
  • Item Type choose the item type from the drop down.

How do I receive multiple identical items?

If you have ordered multiple copies of the same item, then use the "+" to bring up another Item Details input fieldset. 

For each copy you will need to set that Item Barce, Home Library and Item Type. 

Each time you add a new item, the Quantity Recieved under Accounting Details should be updated. 

If you press the "+" by mistake, use the "-" button to remove the unwanted Item Details input fieldset

- + +

Receiving Orders Help

How do I receive items that have arrived?

+ +

Firstly, check the catalogue details that you are recieiving the right item. If these are correct, you can add the  item details.

For each item you will need to check the following:

  • Volume/Copy for Serails
  • Item Barcode scan or enter the barcode that has been assigned to the item
  • Home Library choose the home library/branch for the item from the drop down list
  • Item Type choose the item type from the drop down.
+ +

How do I receive multiple identical items?

+ +

If you have ordered multiple copies of the same item, then use the "+" to bring up another Item Details input fieldset.

For each copy you will need to set that Item Barce, Home Library and Item Type.

Each time you add a new item, the Quantity Recieved under Accounting Details should be updated.

If you press the "+" by mistake, use the "-" button to remove the unwanted Item Details input fieldset

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl index 3f92f733ff..d23da381ca 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl @@ -1,5 +1,13 @@ - -
-

Add Vendor Help

What Company Details are required?

At a minimum a Company Name is required. However it will make it easier to track late orders and make claims if you have all the Vendors details. 

If you Vendor is a donor, insert their name in the Company name. 

What is GST?

GST is an acroynm for Goods and Services Tax used in Australia and New Zealand. It is similar to Sales Tax and VAT (Value Added Tax) in other regions. GST is typically a percentage of the price of the item and the GST rate can be set in "System Preferences" > "Acquisitions".

What Ordering Information is required?

  • Active/Inactive -  Orders can only be placed against Active vendors
  • Perferred Publishers - This is for information only and is a space where you can record what the Vendor sells
  • Currencies -If using multiple currencies you will need to set the currency the vendor uses.
  • GST Registered - Applicable in some states/regions only and used for GST(VAT) reconcilation. Ignore if not applicable.
  • Ordering Prices / Invoice Prices inclde GST - Some vendors will list a Gross Price, that includes GST, others a Nett that is exclusive. Chose the option that applies to this supplier.
  • Discount- Some vendors will offer a blanket discount to all orders placed with them, this will be calcualted from their Vendor (list) price. 

 

-
- + + +

Add Vendor Help

What Company Details are required?

+ +

At a minimum a Company Name is required. However it will make it easier to track late orders and make claims if you have all the Vendors details.

If you Vendor is a donor, insert their name in the Company name.

+ +

What is GST?

+ +

GST is an acroynm for Goods and Services Tax used in Australia and New Zealand. It is similar to Sales Tax and VAT (Value Added Tax) in other regions. GST is typically a percentage of the price of the item and the GST rate can be set in "System Preferences" > "Acquisitions".

+ +

What Ordering Information is required?

  • Active/Inactive - Orders can only be placed against Active vendors
  • Perferred Publishers - This is for information only and is a space where you can record what the Vendor sells
  • Currencies -If using multiple currencies you will need to set the currency the vendor uses.
  • GST Registered - Applicable in some states/regions only and used for GST(VAT) reconcilation. Ignore if not applicable.
  • Ordering Prices / Invoice Prices inclde GST - Some vendors will list a Gross Price, that includes GST, others a Nett that is exclusive. Chose the option that applies to this supplier.
  • Discount- Some vendors will offer a blanket discount to all orders placed with them, this will be calcualted from their Vendor (list) price.
+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl index 2589fdb7a8..be174e6584 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl @@ -1,5 +1,15 @@ - -
-

Administration Help

How to configure Koha?

There are two parts to the System Administration in Koha.

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

System Parameters

System parameters is where library policies are set and governed. It is best to set your system preferences, and then to work through the Parameters in the order that they appear on this page. 

Note not all system parameters are required to be set. For exampe if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored. For more detail, see the Koha Wiki (wiki.koha.org) and KohaDocs (www.kohadocs.org). 

-
- + + +

Administration Help

How to configure Koha?

+ +

There are two parts to the System Administration in Koha.

+ +

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

+ +

System Parameters

+ +

System parameters is where library policies are set and governed. It is best to set your system preferences, and then to work through the Parameters in the order that they appear on this page.

Note not all system parameters are required to be set. For exampe if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored. For more detail, see the Koha Wiki (wiki.koha.org) and KohaDocs (www.kohadocs.org).

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl index f365066ae6..3c82b08384 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl @@ -1,9 +1,4 @@ - -Koha › Online Help › System Preferences › Fund Administration - - - - +

Fund Administration

@@ -17,4 +12,4 @@

Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.) NOTE: Your dates will not saved correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)

- + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl index 85c01c2148..ac92da0d9c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl @@ -1,9 +1,5 @@ - -Online Help › System Preferences › Authorities MARC Tag Structure Administration - - - -
+ +

MARC tag structure administration

Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.

You can define as the marc tag structure for each biblio framework you have defined

@@ -35,4 +31,4 @@ - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tmpl index fd056eb91b..331ef5bc1f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tmpl @@ -1,8 +1,4 @@ - -Koha › Online Help › System Preferences › Authorised Values Management - - - +

Authorised values management

Koha allows you to restrict the values that catalogers can place in some MARC subfields to certain pre-defined "authorised" values. These authorised values are defined here.

@@ -13,4 +9,5 @@
  • HINT2 : in the MARC editor, the list is ordered by Text, NOT by value. So you can define a default value by putting a space before the value you want to see first. For example, if your list is related to language, you can set "ENG" as authorised value and " English" as text. The space will order "ENG" as first default value, and the space won't be shown (because HTML automatically discard useless spaces). Super hint : you can put a value 1st with N spaces, then another one 2nd with N-1 space,..., a value in Nth position with 1 space. Don't abuse of this feature, it's easier to find a value in an alphabetical order. It should be used only to have a default value

    • Koha automatically sets up authorised value categories for your item types and branch codes, and you can link these authorised values to MARC subfields when you set up your MARC tag structure.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl index dd82a5d97f..b71a3a2241 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › Authority types - - - +

    Authority types

    You can define as many Authority types as you want.

    @@ -20,4 +16,5 @@

    In the biblio framework, the reported tag MUST contain a $9 subfield, activated in the tab where the tag is, and hidden (hidden maybe omitted, but the field has no reason to appear anywhere). The $9 subfield in the biblio will contain the Authority number (the internal Koha number)

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl index b810b1bc82..62e3c5dbe0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl @@ -1,11 +1,8 @@ - -Online Help › System Preferences › Biblio framework - - - +

    Biblio framework

    biblio frameworks are used to catalogue your biblios.

    Unlike Koha 2.0, in this version you can have more than 1 framework to catalogate differently various materials. You can, for example, define 1 framework for monographies, 1 framework for serials, 1 framework for URL...

    Once a framework type is created, you can clic on "MARC structure" to define the exact MARC structure. The first time, Koha will ask you to select an existing framework to copy into the new one. Thus, you don't have to define all the MARC structure

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tmpl index 718ae90189..449b290636 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tmpl @@ -1,9 +1,4 @@ - -Online Help › System Preferences › Branches - - - - +

    Help: Library Branches

    @@ -13,4 +8,4 @@

    Now add the names and addresses, phone numbers, etc of your libraries in the "Branches" section. (All of your libraries should be described here, not just the branch libraries.) Give each library a unique and easily-remembered code (maximum of four characters). This code will be used in Koha's database to identify each library. When libraries are listed in Koha, they will be listed in alphabetical order by code. (Note that until you set your branch the first time you use a computer to circulate items in Koha, the branch will default to the first library in the alphabetical code list -- be careful to set the branch the first time you use Koha or whenever you add a new computer!)

    - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl index 7ff176e033..66e1dba309 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › Borrower Categories - - - +

    Patron Categories

    @@ -30,4 +26,5 @@

    Overdue Notice Required

    Overdue Notice Required lets you bypass generating overdue notices for this user type.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl index d4559df900..0cac3e1fdd 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl @@ -1,11 +1,8 @@ - -Online Help › System Preferences › MARC Check - - - +

    MARC Check

    Once you have completed the process of setting up your MARC tag structure (MarcTagstruct) and checked your MARC to Koha mapping (TransformKohaToMarcLinks), click on this link to activate a small program that checks for major errors in your MARC setup.

    This MARC check does not guarantee that you will like the first results of your efforts to set up your MARC displays, etc. -- it simply checks for major errors. You will probably revise your MARC setup several times before you are completely pleased with it. Be sure to run checkmarc after every revision.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl index 0ca648487e..e2c45d985f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl @@ -1,11 +1,8 @@ - -Online Help › System Preferences › Currencies Administration - - - +

    Currencies administration

    Define the currencies you deal with here.

    You should at least define your local currency here, giving it a name (like US DOLLAR or EURO) and setting the "rate" at 1. If you do business with vendors who charge in a different currency, enter a name for that currency (e.g. PESO) and set the approximate exchange rate compared to your currency. (Note: names are limited to 10 characters or less.) The exchange rate is used to calculate the remain balances in your materials budgets when you purchase materials using "normal" acquisitions.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/issuingrules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/issuingrules.tmpl index 32dfeb78d2..60b5242bef 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/issuingrules.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/issuingrules.tmpl @@ -1,24 +1,20 @@ - -Online Help › System Preferences › Issuing Rules - - - +

    Issuing rules

    Issuing rules deals with 2 topics :

      -
    • Issuing length and quantity : they say how many items and how long a borrower category can issue for an itemtype
      • -
    • Overdue charges : they are based on the item type and borrower type. These charges are defined on this page.
      • +
    • Issuing length and quantity : they say how many items and how long a patron category can check out for an itemtype
      • +
    • Overdue charges : they are based on the item type and patron type. These charges are defined on this page.
    -

    Itemtypes and borrower categories must be defined before issuing rules are defined. Your defined items types and borrower categories are then displayed in a grid on this page.

    +

    Itemtypes and patron categories must be defined before issuing rules are defined. Your defined items types and patron categories are then displayed in a grid on this page.

    Issuing length and quantity

    -

    Each box in the grid contains 2 numbers, separated by commas, defining how many days a given borrower type can issue how many material. For example : 21,5 means the borrower can issue up to 5 books for up to 21 days

    -

    The * have a specific meaning. They mean "any". If you set 21,5 for itemtype=*, borrower category=student, branch=main, then a student can't issue more than 5 items of ANY item type. This "any" box is cumulative with other boxes. It means that 21,5 as itemtype=book, 14,2 as itemtype=CD and 30,6 as itemtype=* (with category=student) means a student can issue up to 5 books, up to 2 CD but a maximum of 6 items (books or CD). In this case the "30 days" in itemtype=* is discarded and the issuing length is calculated on the exact itemtype

    +

    Each box in the grid contains 2 numbers, separated by commas, defining how many days a given patron type can check out how many material. For example : 21,5 means the patron can check out up to 5 books for up to 21 days

    +

    The * have a specific meaning. They mean "any". If you set 21,5 for itemtype=*, patron category=student, branch=main, then a student can't check out more than 5 items of ANY item type. This "any" box is cumulative with other boxes. It means that 21,5 as itemtype=book, 14,2 as itemtype=CD and 30,6 as itemtype=* (with category=student) means a student can check out up to 5 books, up to 2 CD but a maximum of 6 items (books or CD). In this case the "30 days" in itemtype=* is discarded and the issuing length is calculated on the exact itemtype

    Overdue charges

    Each box in the grid contains three numbers separated by commas, defining the fine, how many days overdue the item must be before the fine is assessed and a first notice prepared (the "grace period"), and how many days after that the fine is assessed again and a second notice sent. For example, if you charge adults 1 dollar (or euro, or whatever currency) for overdue videos after three days and add another dollar charge after another five days, put "1,3,5" in the box in the grid that aligns with "Adult" and "Video." If you charge adults 25 cents for overdue fiction books after a grace period of seven days and repeat the charge seven days later, then the entry in the corresponding box in the grid would be ".25,7,7". After the first and second notice are given, Koha prepares a "final notice" after the number of days set by the final number in the grid and sets the charge to the maximum, which is 5.

    (Note : fines are calculated by the fines2.pl script, located in misc directory. Ask your system administrator to put this script in crontab, after midnight, to have fines calculated every night.)

    - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl index 95852afcb7..ad95063d6f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › Item types Management - - - +

    Item types management

    You can define as many item types as you want.

    @@ -21,4 +17,5 @@
  • Issuing rules are set for item types (and for patron types / libraries)

    • Setting up item types is one of the first things you should do after installing the Koha software.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl index c79cb1292a..9f1a8a9809 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › Koha to MARC Links - - - +

    Koha 2 MARC links

    This page provides a simplified way to map your MARC tags and subfields to the non-MARC Koha database tables for default biblio framework. This can also be done while setting the MARC tag structure, but it is easier to see the relationship between the MARC database and the Koha database here.

    @@ -14,4 +10,5 @@

    This is a one-to-one mapping. In other words, a MARC tag/subfield can be mapped to one, and only one, Koha table.column.

    MARC data that is not mapped to a Koha table does not disappear -- it is simply not available for display on circulation screens and on some search results screens.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl index 2074c2c7ba..3cd4512f06 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › MARC Tag Structure Administration - - - +

    MARC tag structure administration

    Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.

    @@ -57,4 +53,4 @@ Collapsed') - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tmpl index dffed9b3a4..ae03b05154 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › MARC Tag Structure Administration - - - +

    MARC tag structure administration

    Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.

    @@ -27,4 +23,5 @@
  • plugin : means the value is calculated or managed by a plugin. Plugins can do almost anything. For example, in UNIMARC there are plugins for every 1xx fields that are coded fields. The plugin is a huge help for cataloger ! There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a that can "magically" find the editor from an ISBN, and the collection list for the editor)
  • link : useless for instance
    • - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl index 378678f82e..3e6a956919 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › 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.

    @@ -10,4 +6,5 @@

    (In linux, each printer configuration in your printcap file defines a print queue. The default print queue is "lp," but if you use more than one printer you will have other queues, probably with names like "text" or "postscript." Tell Koha which printer queue(s) you want to use for printing reports directly from the server.)

    Note that you can always print Koha screens directly to a printer attached to your workstation just by using your web browser's Print function.

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl index cac2a9e8ef..7543d0696e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › Stopword Administration - - - +

    Stop word administration page

    Here you should list all of the words you wish Koha to ignore when performing catalog searches or building the keyword index.

    @@ -10,4 +6,5 @@

    Normally, you will not want Koha to save keyword references to articles like "The" and "A" and other very common words. Saving keyword references to these words does not help to limit a search and will make the keyword index very large and "cluttered" with words that are not really useful. The "stopwords" list defines these unnecessary words for your installation.

    (Hint: If you are proficient at MySQL, it is often faster and easier to find an existing stopwords list, edit it, put it in the correct format, and use the MySQL "Load Data Infile" command to import the list into the stopwords table. Many academic libraries publish their stopwords list on the Internet, or you can ask other Koha libraries if they would share their stopword list.)

    - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl index aca3cfd91a..981e14c799 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › System Preferences Administration - - - +

    System preferences administration

    This page allows you to set the system preferences that control much of the basic behavior of Koha. These parameters should be set before any other parameters.

    @@ -44,7 +40,7 @@ -
  • KohaAdminEmailAddress -- The email address that will receive requests from borrowers for modification of their records.
    • +
  • KohaAdminEmailAddress -- The email address that will receive requests from patrons for modification of their records.
  • ldapserver and ldapinfos -- Koha 2.0 can use Perl LDAP (Lightweight Directory Access Protocol, see http://search.cpan.org/~gbarr/perl-ldap-0.3202/lib/Net/LDAP.pod) to manage user access and privileges. To avoid a useless Perl package for libraries without ldap, all what is related to LDAP has been moved to KohaInstall/modules/C4/Auth_with_ldap.pm. Ask your system administrator to set up LDAP with Auth_with_ldap.pm (perldoc Auth_with_ldap.pm for help). Those 2 parameters are useless in 2.2 and have should not appear on a new install.
    • @@ -54,11 +50,11 @@
  • marcflavour -- Your MARC flavor (MARC21 or UNIMARC). This choice tells Koha how to interpret your MARC records.
    • -
  • maxoutstanding -- The maximum amount of outstanding charges a borrower may have before he/she is barred from making reserve requests. The number represents units of your local currency (e.g. "5" means $5.00, if the dollar is your local currency.)
    • +
  • maxoutstanding -- The maximum amount of outstanding charges a patron may have before he/she is barred from making reserve requests. The number represents units of your local currency (e.g. "5" means $5.00, if the dollar is your local currency.)
  • maxreserves -- The maximum number of holds a patron can place.
    • -
  • noissuescharge -- The maximum amount of outstanding charges a borrower may have before he/she is barred from checking out items. The number represents units of your local currency (e.g. "5" means $5.00, if the dollar is your local currency.)
    • +
  • noissuescharge -- The maximum amount of outstanding charges a patron may have before he/she is barred from checking out items. The number represents units of your local currency (e.g. "5" means $5.00, if the dollar is your local currency.)
  • opaclanguages -- Set your language preference. (Despite the name, this choice controls the language used for all Koha screens, not just the OPAC). The top language in your list will be tried first.
    • @@ -73,4 +69,5 @@
  • timeout -- Inactivity timeout period (in seconds). If a workstation is idle for longer than this period, the user will have to login again.
  • virtualshelves -- Set virtual shelves management on or off ("1" or "0"). Users can set up and manage their own "virtual shelves" of favorite library items if this feature is turned on.
    • - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl index e51fa33784..d1080e87cd 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl @@ -1,8 +1,4 @@ - -Online Help › System Preferences › Z39.50 Servers Administration - - - +

    Z39.50 servers administration

    Defines the Z39.50 servers you want Koha to search.

    @@ -17,4 +13,4 @@

    IMPORTANT NOTE : the z3950search will NOT work until your system administrator has not activated the z3950 client daemon on your server. The daemon is in KohaDirectory/script/z3950daemon. It should be added to rc.d to be launched during server boot.

    - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl index 2fe16b4176..4adeec204d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl @@ -1,5 +1,7 @@ - -
    -

    Authorities Help

    What is a MARC Authority Record?

    A MARC Authority Record are used to ensure consitency across catalogue records by providing a way to define the standard form of names for:

    • People (Authors, Editors, Publishers, Illustrators etc)
    • Titles
    • Subjects
    • Organisations (Companies, Academic Instituites etc)
    For more information about Authority Records with MARC 21 see the tutorial on the Library of Congress website

     

    -
    + + +

    Authorities Help

    What is a MARC Authority Record?

    + +

    A MARC Authority Record are used to ensure consitency across catalogue records by providing a way to define the standard form of names for:

    • People (Authors, Editors, Publishers, Illustrators etc)
    • Titles
    • Subjects
    • Organisations (Companies, Academic Instituites etc)
    For more information about Authority Records with MARC 21 see the tutorial on the Library of Congress website + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl deleted file mode 100644 index d6956f9011..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl +++ /dev/null @@ -1 +0,0 @@ -authority help \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull-home.tmpl index ed89317ae8..cd132d8ff4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull-home.tmpl @@ -1,8 +1,4 @@ - -Online Help › Serials Subscriptions - - - +

    Serials subscription help

    Search for a subscription by using the filter button (with a ISSN or a title). If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York

    @@ -12,4 +8,5 @@
  • View subscription details
  • Recieve any item and/or manage what appears in subscription summary (in OPAC and librarian interface)
    • - + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/bull-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/bull-home.tmpl index 08c280e676..6f6656613e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/bull-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/bull-home.tmpl @@ -1,11 +1,7 @@ - -Online Help › Serials Subscriptions - - - +

    Serials subscription help

    Search for a subscription by using the filter button (with a ISSN or a title). If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York

    If you want to create a new subscription, click on "Add subscription"

    - + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl index 9b7e73e469..37964a16c7 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/statecollection.tmpl @@ -1,8 +1,4 @@ - -Online Help › Serials › Issues and Summary - - - +

    Serials issues and summary

    This screen is divided in 2 parts

    @@ -29,4 +25,4 @@

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

    - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-add.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-add.tmpl index 3efbcf631a..7f06c95db4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-add.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-add.tmpl @@ -1,8 +1,4 @@ - -Online Help › Serials › Adding Subscriptions - - - +

    Serials subscription add and modify help

      @@ -33,4 +29,4 @@ Note: when you add a subscription, Koha assumes you have already created the order, or that you will do it soon. So, NO information is sent to the acquisition module. This is not the case when the subscription expires. In this case, a subscription renewal creates a "suggestion" that is sent to the acquisition module.

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-detail.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-detail.tmpl index a352df0d51..d49d4f8716 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-detail.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/bull/subscription-detail.tmpl @@ -1,8 +1,4 @@ - -Online Help › Serials Subscription Detail - - - +

      Serials subscription detail help

      In this screen, you can see subscription detail, and modify it if you need. @@ -31,4 +27,4 @@

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl index caa1564fc9..961c5752af 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl @@ -1,5 +1,15 @@ - -
      -

      Add MARC Record Help

      How do I add the cataloging data?

      Depending on the chosen framework, the various MARC tags will appear on each tab. Use the tabs across the top of the page to enter record data. 

      What is the z39.50 search?

      Koha has an built in z39.50 client that can be used to query any number of z39.50 servers. To use the z39.50 search enter at least the ISBN and Title. The search will give you results form  the servers you query. Select the record you wish to use and the fields will be populated with cataloging information from that server. 

      To use this feature you will need to setup z39.50 servers to query under "System Administration".

      What do the "..." mean?

      The ... to the right of the input field are used to indicate that this field uses a plugin. Various plugins have been created to help make it easier to catalog records more quickly. 

      If you click in the input field of any field that has a ..., the field will be populated with the default data for the plugin. This default data is set either by the plugin itself or system preferences. 

      Clicking on the ... for some plugins will bring up a pop up window where you can make various selections to populate the field. This is partiuclarly useful for Leaders and other data element fields. 

      Talk to your system administrator about loading additional plugins for use in this module. 

      -
      - + + +

      Add MARC Record Help

      How do I add the cataloging data?

      + +

      Depending on the chosen framework, the various MARC tags will appear on each tab. Use the tabs across the top of the page to enter record data.

      + +

      What is the z39.50 search?

      + +

      Koha has an built in z39.50 client that can be used to query any number of z39.50 servers. To use the z39.50 search enter at least the ISBN and Title. The search will give you results form  the servers you query. Select the record you wish to use and the fields will be populated with cataloging information from that server.

      To use this feature you will need to setup z39.50 servers to query under "System Administration".

      + +

      What do the "..." mean?

      + +

      The ... to the right of the input field are used to indicate that this field uses a plugin. Various plugins have been created to help make it easier to catalog records more quickly.

      If you click in the input field of any field that has a ..., the field will be populated with the default data for the plugin. This default data is set either by the plugin itself or system preferences.

      Clicking on the ... for some plugins will bring up a pop up window where you can make various selections to populate the field. This is partiuclarly useful for Leaders and other data element fields.

      Talk to your system administrator about loading additional plugins for use in this module.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl index f46c96ffc1..7b3a823858 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl @@ -1,3 +1,15 @@ - -

      Cataloguing Help

      How to edit a bibliographic record?

      To edit a bibliographic record, use the cataloging search to find the record. This can be done either via the cataloging interface or the catalogue search. A search with in the Cataloging module will search the catalogue and the reservior (see below). 

      How to add a new bibliographic record?

      Use the "New Record" button to add a new record. Choose the framework that you will use to shape the bibliographic record. Frameworks are cataloging templates that can be created and edited under "System Admininstration". 

      How to add new items to a record?

      A bibliographic record needs items or holdings for it to show in the OPAC. There are two ways to add new items to a bibliographic record:

      1. Through Cataloging. After adding the new bibliographic record, you will be given the option to add items the record. One record can have many items.
      2. Through Acquisitions.  Items can be added to orders in acquisitions. Item details are added upon recieving the item. Using the acquisitions module for adding items allows you to track the libraries spend against funds and budgets.

      What is the reservoir?

      The reservoir is a holding area for bibilographic records that are not yet used in the library catalogue.  When an item arrives that matches a record in the reservoir, the two can be matched and the bibliographic pulled from the reservoir into the main catalogue. 

      The reservoir can be populated with MARC records through the "Stage MARC Records for Import" under Tools. 

       

      - + +

      Cataloguing Help

      How to edit a bibliographic record?

      + +

      To edit a bibliographic record, use the cataloging search to find the record. This can be done either via the cataloging interface or the catalogue search. A search with in the Cataloging module will search the catalogue and the reservior (see below).

      + +

      How to add a new bibliographic record?

      + +

      Use the "New Record" button to add a new record. Choose the framework that you will use to shape the bibliographic record. Frameworks are cataloging templates that can be created and edited under "System Admininstration".

      + +

      How to add new items to a record?

      + +

      A bibliographic record needs items or holdings for it to show in the OPAC. There are two ways to add new items to a bibliographic record:

      1. Through Cataloging. After adding the new bibliographic record, you will be given the option to add items the record. One record can have many items.
      2. Through Acquisitions.  Items can be added to orders in acquisitions. Item details are added upon recieving the item. Using the acquisitions module for adding items allows you to track the libraries spend against funds and budgets.

      What is the reservoir?

      + +

      The reservoir is a holding area for bibilographic records that are not yet used in the library catalogue.  When an item arrives that matches a record in the reservoir, the two can be matched and the bibliographic pulled from the reservoir into the main catalogue.

      The reservoir can be populated with MARC records through the "Stage MARC Records for Import" under Tools.

      + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl index 8492d8e093..b45ec8e26b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl @@ -1,5 +1,18 @@ - -
      -

      Circulation Transfers

      Q: What is Circulation Transfers?

      A: Allows reassignment of an item to another Branch.

      Q: How do I use Circulation Transfers?

      A: Enter the item’s barcode, select the destination branch, click on the “transfer button”. A successful transfer will result in a “Transferred Items” confirmation box appearing.

      Q: How does Circulation Transfers change the status of the item?

      A: The item is shown as belonging to the transferred branch.

      -
      - + + +

      Circulation Transfers +

      + +

      Q: What is Circulation Transfers? +

      +

      A: Allows reassignment of an item to another Branch.

      + +

      Q: How do I use Circulation Transfers?

      + +

      A: Enter the item’s barcode, select the destination branch, click on the “transfer button”. A successful transfer will result in a “Transferred Items” confirmation box appearing.

      + + +

      Q: How does Circulation Transfers change the status of the item? +

      A: The item is shown as belonging to the transferred branch.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl index 4ff5b11dbf..2a991b555e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl @@ -1,3 +1,7 @@ - -

      Circulation Help

      What can I do in Circulation?

      Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for thise functions. 

      Koha uses the following terms:

      • Check Out = issue an item to a patron
      • Check In = return an item from a patron
      • Transfer = used to change the holding branch of an item
      • Holds = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)

      INFORMATION: BRANCH AND PRINTER SETTINGS.

      Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch

       

      - + +

      Circulation Help

      What can I do in Circulation?

      + +

      Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for these functions.

      Koha uses the following terms:

      • Check Out = issue an item to a patron
      • Check In = return an item from a patron
      • Transfer = used to change the holding branch of an item
      • Holds = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)

      INFORMATION: BRANCH AND PRINTER SETTINGS. +

      Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl index 81645e0958..0882417e54 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl @@ -1,3 +1,17 @@ - -

      Circulation Check Out (Issues)

      Q: How do I check out an item to a patron?

      A: Start by scanning the patron’s barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item’s identifying number (usually a barcode). If the item can be issued without problems, it will be done immediately and shown with other patron issues at bottom.

      Q: How do I set up a sticky date?

      A: If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the “Sticky Due Date” to set the date due before scanning the first item.

      Q: What to do I do if there is a problem with an issue?

      A: If there is a problem with an issue, then a box will appear and ask for confirmation, if possible. Confirming will override the system and issue the item.

      Q: What can I do with impossible issues?

      A: If the issuing is really impossible (for example, the barcode does not exist), then you can’t confirm the issue.

      Q: What happens if an item is checked out to another borrower?

      A: Confirming will checkout the issue and automatically return the item on the other borrower account.

      INFORMATION: BRANCH AND PRINTER SETTINGS.

      Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch.

      - + +

      Circulation Check Out (Issues) +

      +

      Q: How do I check out an item to a patron? +

      A: Start by scanning the patron’s barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item’s identifying number (usually a barcode). If the item can be checked out without problems, it will be done immediately and shown with other patron checkouts at bottom.

      +

      Q: How do I set up a sticky date? +

      A: If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the “Sticky Due Date” to set the date due before scanning the first item.

      +

      Q: What to do I do if there is a problem with a checkout? +

      A: If there is a problem with an checkout, then a box will appear and ask for confirmation, if possible. Confirming will override the system and check out the item.

      +

      Q: What can I do with a blocked checkout? +

      A: If the checking out is really impossible (for example, the barcode does not exist), then you can’t confirm the checkout.

      +

      Q: What happens if an item is checked out to another patron? +

      A: Confirming will checkout the check out and automatically check in the item from the other patron account.

      +

      INFORMATION: BRANCH AND PRINTER SETTINGS. +

      Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl index cd2084b529..196b545bd3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl @@ -1,3 +1,10 @@ - -

      Pending Holds Help

      What is a "Pending Hold"?

      A Pending Hold is a Hold that has been placed by a Patron that has not been "Filled". Where Filled means that the item is now ready for the Patron to pick up.

      This report indicates all the items that have Holds on them that are currently held on the library shelves or stack.

      How does an Hold come off this list?

      Locate the Item on the shelf and then in Circulation, scan or enter the barcode of the item to Check In the item. The item has now been "seen" by Koha and the status has changed. The item will now appear on the "Holds Awaiting Pickup" report.

       

      - + +

      Pending Holds Help

      What is a "Pending Hold"?

      + +

      A Pending Hold is a Hold that has been placed by a Patron that has not been "Filled". Where Filled means that the item is now ready for the Patron to pick up.

      This report indicates all the items that have Holds on them that are currently held on the library shelves or stack.

      + +

      How does an Hold come off this list?

      + +

      Locate the Item on the shelf and then in Circulation, scan or enter the barcode of the item to Check In the item. The item has now been "seen" by Koha and the status has changed. The item will now appear on the "Holds Awaiting Pickup" report.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl index dff29508fa..3ce271578b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl @@ -1,3 +1,11 @@ - -

      Circulation Check In (Returns)

      How do I  check in (return) an item?

      Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.

      What happens if a patron has debts?

      A red box will alert you. Fines are calculated and posted the following day.

      If you know the items all have fines or debts associated with them, you can chose to "Forgive All Debts" by using the Check box. By usiing this check box, no charges will be placed against the patrons account. 

      What happens if the item is on reserve?

      A red typed alert saying "Reserve Found" will be displayed along with the Reserve listing information. Click on the confirm button to proceed. If the item is confirmed than the items status will be changed to "waiting". If the item is requested by someone in another branch, then you must validate the transfer.

      WARNING: BRANCH AND PRINTING SETTINGS.

      Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations (or returns) from a workstation, after which a browser cookie will remember the correct settings. If you do returns under the wrong branch settings Koha will reset the location of all items scanned to the incorrect branch

      - + +

      Circulation Check In (Returns)

      +

      How do I  check in (return) an item? +

      Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.

      +

      What happens if a patron has debts? +

      A red box will alert you. Fines are calculated and posted the following day.

      If you know the items all have fines or debts associated with them, you can chose to "Forgive All Debts" by using the Check box. By usiing this check box, no charges will be placed against the patrons account.

      +

      What happens if the item is on reserve? +

      A red typed alert saying "Reserve Found" will be displayed along with the Reserve listing information. Click on the confirm button to proceed. If the item is confirmed than the items status will be changed to "waiting". If the item is requested by someone in another branch, then you must validate the transfer.

      WARNING: BRANCH AND PRINTING SETTINGS. +

      Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations (or returns) from a workstation, after which a browser cookie will remember the correct settings. If you do returns under the wrong branch settings Koha will reset the location of all items scanned to the incorrect branch

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl index e46917e61b..58aac825b0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl @@ -1,5 +1,12 @@ - -
      -

      What is a home branch?

      The home branch is the branch you want recorded as the origination of circulation functions for a computer session. For example, if your home branch is set to “main”, any items scanned to a borrower/patron on from that computer will be considered by Koha to be issued ‘from’ the “main” branch. An item transferred on that computer will be recorded as transferred ‘from’ the “main” branch.

      How do I select a home branch?

      Select your home branch from the “Choose your branch” dropdown menu.

      IMPORTANT: You must set your home branch each time you login to Koha’s intranet. For instance, you set home branch at the beginning of the work day, or each time the computer is restarted.

      Why would I want to set a home branch?

      Setting your home branch is critical. It enables Koha to accurately record statistics, circulation (what branch an item has been issued from or returned to), and transfers.

      IMPORTANT: Check your branch

      If you forget to set your home branch at the beginning of a computer session, Koha will set the first branch in the dropdown list as the ‘home branch’. This means Koha’s statistics will be inaccurate.

      -
      - + + +

      What is a home branch? +

      The home branch is the branch you want recorded as the origination of circulation functions for a computer session. For example, if your home branch is set to “main”, any items scanned to a patron on from that computer will be considered by Koha to be checked ‘from’ the “main” branch. An item transferred on that computer will be recorded as transferred ‘from’ the “main” branch.

      +

      How do I select a home branch? +

      Select your home branch from the “Choose your branch” dropdown menu.

      IMPORTANT: You must set your home branch each time you login to Koha’s intranet. For instance, you set home branch at the beginning of the work day, or each time the computer is restarted.

      +

      Why would I want to set a home branch? +

      Setting your home branch is critical. It enables Koha to accurately record statistics, circulation (what branch an item has been checked out from or returned to), and transfers.

      +

      IMPORTANT: Check your branch +

      If you forget to set your home branch at the beginning of a computer session, Koha will set the first branch in the dropdown list as the ‘home branch’. This means Koha’s statistics will be inaccurate.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstodo.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstodo.tmpl index fea84d7268..259aedf340 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstodo.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstodo.tmpl @@ -1,5 +1,11 @@ - -
      -

      Transfers To Do Help

      What is a Transfer To Do?

      A Transfer To Do is where a patron in another library/branch has requested an item that is on your shelf. This tells you the items that need to be sent to other libraries/branches. 

      How do you Transfer an Item?

      To Transfer an item, locate the item on the shelf, ready it for shipping and click the "Transfer This Item" button next to the item. This will change the status of the item to "In Transit" from your branch to the destination branch. 

      -
      - + + +

      Transfers To Do Help

      What is a Transfer To Do?

      + +

      A Transfer To Do is where a patron in another library/branch has requested an item that is on your shelf. This tells you the items that need to be sent to other libraries/branches.

      + +

      How do you Transfer an Item?

      + +

      To Transfer an item, locate the item on the shelf, ready it for shipping and click the "Transfer This Item" button next to the item. This will change the status of the item to "In Transit" from your branch to the destination branch.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl index 9d644bc3fa..5f699e0a10 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl @@ -1,5 +1,11 @@ - -
      -

      Transfers To Recieve Help

      What is a Transfer To Recieve?

      This report shows all the items from other libraries/branches that are in transit to your branch. The status of all these items is marked as "In Transit"

      How do I process a Transfer To Recieve?

      One the item has physically arrived in your branch, click "Recieve Item". This will change the status of the item from "In Transit" to "Waiting". The item will now show on the "Holds Awaiting Pick Up" report. 

      -
      - + + +

      Transfers To Recieve Help

      What is a Transfer To Recieve?

      + +

      This report shows all the items from other libraries/branches that are in transit to your branch. The status of all these items is marked as "In Transit"

      + +

      How do I process a Transfer To Recieve?

      + +

      One the item has physically arrived in your branch, click "Recieve Item". This will change the status of the item from "In Transit" to "Waiting". The item will now show on the "Holds Awaiting Pick Up" report.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tmpl index d0a7d95ac9..d74e710cd7 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tmpl @@ -1,5 +1,4 @@ - - + Online Help + + " /> + + /css/staff-global.css" /> + + + /css/" /> + +/css/help.css" /> - -
      +

      Online Help

      -
      - - + +" /> +" /> - +
      Cancel
      -
      - + + + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl index d4eaafe4f8..9f58202c9e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl @@ -1,9 +1,4 @@ - -Online Help › MARC Export - - - - +

      MARC Export

      @@ -13,4 +8,4 @@

      Records are downloaded to the workstation that requests the export and are saved in a file called "marc.pl."

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl index 469ee7cd18..bda449fa8d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl @@ -1,3 +1,17 @@ - -

      Label Printing

      How do I print Labels using this feature?

      The sequence of steps is:

      1. Define a Layout
      2. Define a Layout Template
      3. Merge a Layout and Layout Template via the Label Batch 

      What is a "Layout"?

      A layout is where you define what will print on the label. For example for a spine label you may choose the Classification Number.

      What is a "Layout Template"?

      A layout template is the dimensions of the sheet you are using. You will need to either acquire the dimensions from the label supplier, or measure them accurately.

      Layout Templates will need to be defined for each type of Label sheet or page you wish to print to.

      What is a "Label Batch"?

      A label batch is where you take your Layout, Layout Template and merge with the items you wish to create the labels for.

      Once the merge has been completed, a PDF will be generated that can be used to print the labels.

       

      - + + +

      Label Printing

      How do I print Labels using this feature?

      + +

      The sequence of steps is:

      1. Define a Layout
      2. Define a Layout Template
      3. Merge a Layout and Layout Template via the Label Batch 

      What is a "Layout"?

      + +

      A layout is where you define what will print on the label. For example for a spine label you may choose the Classification Number.

      + +

      What is a "Layout Template"?

      + +

      A layout template is the dimensions of the sheet you are using. You will need to either acquire the dimensions from the label supplier, or measure them accurately.

      Layout Templates will need to be defined for each type of Label sheet or page you wish to print to.

      + +

      What is a "Label Batch"?

      + +

      A label batch is where you take your Layout, Layout Template and merge with the items you wish to create the labels for.

      Once the merge has been completed, a PDF will be generated that can be used to print the labels.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tmpl index 847dc51cca..7b382ffbb5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tmpl @@ -1,3 +1,12 @@ - -

      I can login, what is next?

      If this is your first time logging into Koha, you should now got to Koha Administration and setup all system parameters, especially Patron Categories. 

      Once you have  set up patron categories, you should go and set yourself up with a new user in "Patrons" with super librarian priviledges. Then use that user to login rather than the root user set up as part of installation. 

      Here are some other suggestions:

       

      Can I edit the online help?

      You can edit the online help through the Koha Staff Client by clicking the "Edit Help" button. This feature has been designed so that library workflow and policies can be documented within  Koha.

      IMPORTANT NOTE Online Help is overwritten during a Koha Upgrade. 

      As part of the upgrade process your online help will be overwritten with the new Help as part of the install. If you want to keep a copy of your online help, you should instruct your System Administrator to upgrade the Online Help directory in the Koha file tree.

      The online help directory is:

       /koha-tmpl/intranet-tmpl/prog/en/modules/help
      - + +

      I can log in, what is next?

      + +

      If this is your first time logging into Koha, you should now got to Koha Administration and setup all system parameters, especially Patron Categories.

      Once you have  set up patron categories, you should create a new user in "Patrons" with super librarian privileges. Then use that user to log in rather than the root user set up as part of installation.

      Here are some other suggestions: + + + +

      Can I edit the online help?

      + +

      You can edit the online help through the Koha Staff Client by clicking the "Edit Help" button. This feature has been designed so that library workflow and policies can be documented within  Koha.

      IMPORTANT NOTE Online Help is overwritten during a Koha Upgrade.

      As part of the upgrade process your online help will be overwritten with the new Help as part of the install. If you want to keep a copy of your online help, you should instruct your System Administrator to upgrade the Online Help directory in the Koha file tree.

      The online help directory is:

       /koha-tmpl/intranet-tmpl/prog/en/modules/help
      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl index 38d05510ca..b90328feb3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl @@ -1,8 +1,4 @@ - -Online Help › Adding a New Borrower - - - +

      Add member help

      Add Member, person

      @@ -18,6 +14,6 @@

      If you accidentally have two members with the same card number, the second duplicate will show up as just commas after you confirm the record.

      When you are done with the record, click the Save button at the bottom.

      The clear all Fields button will reset the page to a blank form in case you made a mistake.

      -

      You can always come back and edit what you enter in the Add Member screen by searching for the borrower by using their last name or card number, selecting a user by clicking on the entry in the search list, and then clicking the Modify button on the member information screen.

      +

      You can always come back and edit what you enter in the Add Member screen by searching for the patron by using their last name or card number, selecting a user by clicking on the entry in the search list, and then clicking the Modify button on the member information screen.

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl index 1b54c17d70..452ae6051c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl @@ -1,19 +1,15 @@ - -Online Help › Patrons - - - +

      Patrons help

      This is the Patrons module of Koha.

      The Patrons portion stores the information you add about your patrons.

      To add a patron, type their name into the search box on the left, and click the OK button.

      -

      If there is already a borrower matching the name you searched, it will show +

      If there is already a patron matching the name you searched, it will show after you click OK. This can be particularly useful when people have lost their cards or when children forget their cards. That way, you can avoid having multiple numbers for the same patron.

      -

      Alternatively, you can browse a section of borrowers by selecting the first +

      Alternatively, you can browse a section of patron by selecting the first letter of the Patron's last name from the list on the right.

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl index 9f75e3f53c..ee153ef2d3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl @@ -1,8 +1,4 @@ - -Online Help › Member Information - - - +

      Member Information Screen

      This screen shows the information associated with a given patron.

      @@ -10,12 +6,12 @@

      A patron's annual membership fee payment status also shows on this screen.

      Any fines a patron has will show up in the top middle of this screen.

      Any materials a patron has requested will show up on the top right of this screen.

      -

      You can get information on what a patron has read in the past by clicking on the Reading Record button.

      -

      Any items a patron currently has out will show up under "Items currently on issue".

      +

      You can get information on what a patron has read in the past by clicking on the Circulation History button.

      +

      Any items a patron currently has out will show up under "Items currently checked out".

      If you would like to edit a patron's information, click the modify button on the lower left.

      If you would like to PERMANENTLY delete a user, click the delete button on the lower left. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!

      The change password button allows a user to either set a new password or change their current password. This is useful to patrons that wish to place reserves online from home. You cannot see a password again once you change it, but you can reset a password.

      Modify user flags allows an administrator to set which clerks, librarians, patrons, technical support people or trustees have access to certain parts of the database. Right now, one can either have permission to access everything on the Intranet side, or just have access to the OPAC.

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tmpl index c2b9b54f16..30eaeea021 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tmpl @@ -1,19 +1,11 @@ - -Online Help - No Help available - - - -
      + +

      Online Help

      Sorry, there is no help available for this topic

      " /> - +
      -
      - - - - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl index 7ce3fe0225..1ffd6c8fb4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl @@ -1,8 +1,5 @@ - -Online Help › Guided Reports - Dictionary - - - + +

      Guided Reports Dictionary Help

      What is the Guided Reports Dictionary

      @@ -36,4 +33,4 @@

      Using A Definition>

      Once you have created your new definition and it shows on in the Dictionary, you can use the definition for reporting. When you go to create a new report, the criteria for the area you are reporting on will automatically show as limits in the Guided Reports wizard

      - \ No newline at end of file + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl index 7821ac75a8..92fe07a60a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl @@ -1,8 +1,5 @@ - -Online Help › Guided Reports - - - + +

      Guided Reports Help

      @@ -84,4 +81,4 @@ - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl index 3538d9e03e..194f2923cf 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl @@ -1,3 +1,7 @@ - -

      Reports

      What Reports are there in Koha?

      Koha comes with a number of predefined (or "canned") reports, along with two report builder engines.

      Pre-defined Reports

      There are number of predefined reports in Koha. Check the the Circulation module for Circulation specific reports.

      Statistics Wizards

      The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor.

      Guided Reports Wizard

      The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler. Note this feature is under active development.

      - + + +

      Reports

      What Reports are there in Koha?

      + +

      Koha comes with a number of predefined (or "canned") reports, along with two report builder engines.

      Pre-defined Reports

      There are number of predefined reports in Koha. Check the the Circulation module for Circulation specific reports.

      Statistics Wizards

      The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor.

      Guided Reports Wizard

      The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler. Note this feature is under active development.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl index c2eb41e55e..4a358c82b0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl @@ -1,5 +1,13 @@ - -
      -

      Serials Claims

      What are Claims?

      Claims are where an issue that was expected has not been recieved by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier.

      How to lodge a Claim?

      Make a selection from the drop down list. The "All Supplies" count gives you a count of the total number of current item claims across all suppliers.

      There are two ways to lodge a claim with the supplier:

      1. Using a Letter defined in Notices. Note that you will need to set up the notice.
      2. Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the supplier.

      How to resolve a Claim?

      The claim will be resolved once recieved status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.  

      -
      - + + +

      Serials Claims

      What are Claims?

      + +

      Claims are where an issue that was expected has not been recieved by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier.

      + +

      How to lodge a Claim?

      + +

      Make a selection from the drop down list. The "All Supplies" count gives you a count of the total number of current item claims across all suppliers.

      There are two ways to lodge a claim with the supplier:

      1. Using a Letter defined in Notices. Note that you will need to set up the notice.
      2. Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the supplier.

      How to resolve a Claim?

      + +

      The claim will be resolved once recieved status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl index caf601fe25..03e6a75041 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl @@ -1,5 +1,15 @@ - -
      -

      Recieving Serials

      How do I receive an expected issue?

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

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

      How do I receive an unexpected or supplemental issue?

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

      What happens if an Issue does not turn up?

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

      -
      - + + +

      Recieving Serials

      How do I receive an expected issue?

      + +

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

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

      + +

      How do I receive an unexpected or supplemental issue?

      + +

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

      + +

      What happens if an Issue does not turn up?

      + +

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

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl index 5ffb4e5567..78abef0cea 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl @@ -1,3 +1,28 @@ - -

      Serials

      Q: What does the serials module do?

      The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything.

      Q: What do I need before I can setup a subscription?

      Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.

      Q: How to search for a subscription?

      A: Search by using the filter button (either title or ISSN).

      Q: How do I create a new subscription?

      A: Click the “Add subscription” button.

      Q: What can I do when I have found a subscription?

      A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface.

      TIP. USING WILDCARDS.

      If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York.

       

      - + + +

      Serials

      Q: What does the serials module do?

      + +

      The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything.

      + +

      Q: What do I need before I can setup a subscription?

      + +

      Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.

      + +

      Q: How to search for a subscription? +

      +

      A: Search by using the filter button (either title or ISSN).

      + +

      Q: How do I create a new subscription?

      +

      A: Click the “Add subscription” button.

      + +

      Q: What can I do when I have found a subscription? +

      +

      A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface.

      + +

      TIP. USING WILDCARDS. +

      + +

      If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York.

      + + + \ No newline at end of file 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 7e71f93cfc..0d9527fe46 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 @@ -1,3 +1,36 @@ - -

      Add A New Serial Subscription

      What do I need to setup a subscription?

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

      • a Vendor in Acquisitions who supplies the subscription
      • a Biblio with no items to which you can add the subscription to.
      .

      How do I set up a new subscription?

      There are four sections to this form:

      Step 1: Search for a Supplier

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

      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.

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

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

      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.  

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

      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.

      See > More details about Planning

      Step 5: Fill out the Subscription length box

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

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

      Step 6: Numbering Calculation

      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.

      See More detail about the Numbering Calculation formula

      Step 7: Add Subscription

      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.

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

      How does planning work

      1. First Issue ETA

      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.

      2. Frequency

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

      3. Numbering Pattern

      Drop down list of the main numbering patterns:

      • Number
      • Volume, Number, Issue
      • Volume, Number
      • Volume, Issue
      • Number, Issue
      • Seasonal only[a]
      • None of the above

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

      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.

      4. Begins on

      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

      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.

      - + + +

      Add A New Serial Subscription +

      +

      What do I need to setup a subscription? +

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

      • a Vendor in Acquisitions who supplies the subscription
      • a Biblio with no items to which you can add the subscription to.
      . +

      How do I set up a new subscription? +

      There are four sections to this form:

      +

      Step 1: Search for a Supplier +

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

      +

      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.

      +

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

      + +

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

      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.

      +

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

      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.

      See > More details about Planning

      +

      Step 5: Fill out the Subscription length box +

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

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

      +

      Step 6: Numbering Calculation +

      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.

      See More detail about the Numbering Calculation formula

      +

      Step 7: Add Subscription +

      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.

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

      +

      How does planning work

      +

      1. First Issue ETA +

      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.

      +

      2. Frequency +

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

      +

      3. Numbering Pattern +

      Drop down list of the main numbering patterns:

      • Number
      • Volume, Number, Issue
      • Volume, Number
      • Volume, Issue
      • Number, Issue
      • Seasonal only[a]
      • None of the above

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

      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.

      +

      4. Begins on +

      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 +

      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.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl index 49afc40a72..f0a9c1a092 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl @@ -1,3 +1,11 @@ - -

      Suggestions Management

      What are Purchase Suggestions?

      Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.

      To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on"). 

      How do I manage suggestions?

      Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen. 

      Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".

      Marking an item  as "Rejected", will move the selected item to the rejected tab. 

      When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are Authorised values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason. 

      The authorised values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorised value category and add your custom reasons. 

      Once the status and reason have been selected, these will display for the suggestor in the OPAC. 

       

      - + + +

      Suggestions Management

      What are Purchase Suggestions?

      + +

      Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.

      To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").

      + +

      How do I manage suggestions?

      + +

      Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.

      Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".

      Marking an item  as "Rejected", will move the selected item to the rejected tab.

      When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are Authorised values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.

      The authorised values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorised value category and add your custom reasons.

      Once the status and reason have been selected, these will display for the suggestor in the OPAC.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl index 141e3b9b7d..fec0042405 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl @@ -1,5 +1,9 @@ - -
      -

      Holidays Calendar Help

      What is the Holidays Calendar?

      The Holidays Calendar allows the library to define days where the library is closed. Circulation rules are then recalculated to taken in to account that library is closed and there will be no one present to return items. 

      There are 2 types of holiday:

      1. Unique Holiday:One off events or closeures.
      2. Repeatable Holidays:Holidays that either repeat the same day of every week or repeated yearly on the same date.
      Holidays are set per library and the same holiday will need to be set for all libraries in a system.

      How to enable the Holiday Calendar?

      To make use of the Holidays Calendar, the System Preference "useDaysMode" under Circulation needs to be set to "Calendar". 

       

       

      -
      - + + +

      Holidays Calendar Help

      What is the Holidays Calendar?

      + +

      The Holidays Calendar allows the library to define days where the library is closed. Circulation rules are then recalculated to taken in to account that library is closed and there will be no one present to return items.

      There are 2 types of holiday:

      1. Unique Holiday:One off events or closeures.
      2. Repeatable Holidays:Holidays that either repeat the same day of every week or repeated yearly on the same date.
      Holidays are set per library and the same holiday will need to be set for all libraries in a system.

      How to enable the Holiday Calendar?

      + +

      To make use of the Holidays Calendar, the System Preference "useDaysMode" under Circulation needs to be set to "Calendar".

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl index d4e7d44ff7..662b325dca 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl @@ -1,5 +1,15 @@ - -
      -

      Inventory/Stocktaking

      How do I use this feature?

      This inventory feature works by using the "Last Seen Date" as criteria for building reports. From these reports the library can identify which items are missing. 

      How do I get a file of barcodes to upload? 

      The easiest way to generate the barcode file is to scan the barcodes of all the items on the shelf in situ to a text file. This can be done using a standard keyboard wedge type Barcode scanner and a Laptop, or using a handheld PC with an integrated scanner (e.g Palm or iPaq).

      Save the file locally to your machine and then when you are attached to the network, open the Inventory/Stocktaking page again and use the "Browse" feature to find the file on your local drive.  Now set the last seen to the date you wish to use (normally today's date).

      How do I find what items are missing?

      Now you have set the Last Seen Date of the items, you can use that as a criteria to generate a report. Use the "Select items you want to check" feature to generate this report.

      NOTE: If you have scanned all the items in your library, you will not need to change any of the default criteria. 

      Set the "Not seen since" date to the day before the date you used when you set the "Last Seen Date" when uploading the barcode file. 

      Press the "Submit" button to generate the list of items that Koha has not seen.  


       


       

      -
      - + + +

      Inventory/Stocktaking

      How do I use this feature?

      + +

      This inventory feature works by using the "Last Seen Date" as criteria for building reports. From these reports the library can identify which items are missing.

      + +

      How do I get a file of barcodes to upload? 

      + +

      The easiest way to generate the barcode file is to scan the barcodes of all the items on the shelf in situ to a text file. This can be done using a standard keyboard wedge type Barcode scanner and a Laptop, or using a handheld PC with an integrated scanner (e.g Palm or iPaq).

      Save the file locally to your machine and then when you are attached to the network, open the Inventory/Stocktaking page again and use the "Browse" feature to find the file on your local drive.  Now set the last seen to the date you wish to use (normally today's date).

      + +

      How do I find what items are missing?

      + +

      Now you have set the Last Seen Date of the items, you can use that as a criteria to generate a report. Use the "Select items you want to check" feature to generate this report.

      NOTE: If you have scanned all the items in your library, you will not need to change any of the default criteria.

      Set the "Not seen since" date to the day before the date you used when you set the "Last Seen Date" when uploading the barcode file.

      Press the "Submit" button to generate the list of items that Koha has not seen.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tmpl index 850bd013ba..8a4df15755 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tmpl @@ -1,5 +1,31 @@ - -
      -

      News Help

      What is News?

      News items are short, blog or news item type posts that can be displayed on both the OPAC and Staff Client main pages. News posts can be formatted using simple HTML code. 

      How to post a News Item?

      To add a new news item the following fields need to be completed:

      Language

      For single language setups, there will be 2 options here. One for the opac (language code) and the Librarian interface. For multilingual setups, multiple languages for the OPAC will show. News Items must be entered in all languages to show up for each language in multi lingual setups. 

      Title

      The title of the news post. Try to keep this short and pithy. Avoid long sentances. 

      Expiration Date

      This is the date the item should be removed from the news item listings. Note that the posting or publishing date of an item will default to today's date (where today is the date of entry). 

      Appear in Position

      An integer value (e.g 1,2,3). Items at position 1 appear at the top of the listings. If two items have the same position value then the order defaults to publication date, where the oldest item displays at the top posistion, and newer items are displayed under this.  

      News

      This is the content of the news item. Note that all news appears in line in the same page. Try to keep news items to no more than a couple of short paragraphs. If you wish to add images and embed them into your posts, then these will need to be uploaded to a web server somewhere and linked to using standard HTML image tags. 

       

      -
      - + + +

      News Help

      What is News?

      + +

      News items are short, blog or news item type posts that can be displayed on both the OPAC and Staff Client main pages. News posts can be formatted using simple HTML code.

      + +

      How to post a News Item?

      + +

      To add a new news item the following fields need to be completed:

      + +

      Language

      + +

      For single language setups, there will be 2 options here. One for the opac (language code) and the Librarian interface. For multilingual setups, multiple languages for the OPAC will show. News Items must be entered in all languages to show up for each language in multi lingual setups.

      + +

      Title

      + +

      The title of the news post. Try to keep this short and pithy. Avoid long sentances.

      + +

      Expiration Date

      + +

      This is the date the item should be removed from the news item listings. Note that the posting or publishing date of an item will default to today's date (where today is the date of entry).

      + +

      Appear in Position

      + +

      An integer value (e.g 1,2,3). Items at position 1 appear at the top of the listings. If two items have the same position value then the order defaults to publication date, where the oldest item displays at the top posistion, and newer items are displayed under this.

      + +

      News

      + +

      This is the content of the news item. Note that all news appears in line in the same page. Try to keep news items to no more than a couple of short paragraphs. If you wish to add images and embed them into your posts, then these will need to be uploaded to a web server somewhere and linked to using standard HTML image tags.

      + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl index f37124c3ee..ed150c7c9b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl @@ -1,9 +1,4 @@ - -Online Help › MARC Import - - - - +

      MARC Import

      This is one of the screens you will see frequently if you are starting from scratch.

      @@ -26,4 +21,4 @@

      IMPORTANT : This tool is NOT intended to import ISO 2709 in your ACTIVE database. If you need to migrate data from another ILS, then you must consider $kohaInstall/scripts/misc/bulkmarcimport.pl

      - + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl index 2b4006f4fb..d77f43f136 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl @@ -1,3 +1,38 @@ -

      Q: What are "Lists"?

      Lists are editable, permanent book lists. If the Systems Preference for Lists has been enabled, both staff and patrons may create Lists. An item included on a Virtual Shelf is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item.

      IMPORTANT: Patrons must be logged in to their account online to create and edit shelves.

      TIP: Why staff might use Lists

      Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for borrowers (for example, according to age and reading level, or on specific topics).

      TIP: Why educators might use Lists

      Lists can be used by professors to create a bibliography/ reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out.

      Q: What types of "Lists" are there?

      Koha supports three types of Lists:

      • Public Shelves: Anyone may view a public shelf, but only the person who created it may edit it.
      • Private Shelves: Only the person who created the shelf may view and edit it.
      • Free Shelves: Can be added to and changed by any user (not available when a shelf is created in the Staff Intranet

      TIP: Borrower uses for Lists

      Borrowers can use Lists to share their reading favorites/ preferences with other borrowers by creating one or more “Public Shelves”. By creating “Private Shelves”, borrowers can keep lists of what they’ve read, or what they want to read for research or recreation. “Free Shelves” are a great way to create an evolving, community-based reader advisory.

      Q: How do I create a new "List" from the Staff Intranet?

      To create a new List:

      1. Click on “Lists” (You should see a list of shelves that have already been created)
      2. Click on “Add or Remove Book Shelves”
      3. Under “Add Shelf”, enter a name for your new shelf in the “Name” field.
      4. Choose a “Category” (”Public” or “Private”)
      5. Click on “Add New Shelf”

      Q: How do you add items to a "List" from the Staff Intranet?

      A: You can add items to a List in one of two ways: by barcode OR through a search in the online catalog.

      To add items by barcode?

      1. Click on the List you wish to add items to.
      2. In the “Barcode” field, scan or type the barcode and click “Save”

      To add items through the online catalog?

      1. Search for the item/s using the Quick or Advanced Search
      2. Click on “Brief Display” in that item’s Details Screen
      3. Click “Add to Shelf”. A pop-up window will open.
      4. Choose an existing shelf in the pull-down menu (”Add to List”) OR Create a New Bookshelf at that time by entering a name for the shelf and choosing a “Category” (”Public” or “Private”)
      5. Click “Add to List”

      IMPORTANT: No Bulk Additions

      At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode.

      TIP: Staff Accounts

      Staff may login to their own account and add/create Lists from within their account, though it is not necessary.

      TIP: Easy to remember

      The “Brief Display” of an item in the Staff Intranet is the same display as the Details Screen of that item in the OPAC. This is an easy way to remember that you add to the List from this page.

      Q: How do you add items to a "List" from the OPAC (the publicly accessible catalog)?

      1. Log in to your account
      2. Search for the item/s using the Quick or Advanced Search.
      3. Click on “Brief Display” in that item’s Details Screen
      4. Click “Add to My List”. A pop-up window will open.
      5. Choose an existing shelf in the pull-down menu (”Add to List”) OR Create a New Bookshelf at that time by entering a name for the shelf and choosing a “Category” (”Public”,”Private” or “Free”)
      6. Click “Add to My List”

      IMPORTANT: No Bulk Additions

      At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode.

      Q: How do you delete an item in a List?

      1. Check the box next to the item/s you wish to delete.
      2. Click “Remove Selected Items”

      Q: How do you delete a List?

      1. Click on Shelf you wish to delete.
      2. Click “Delete this Shelf”

      OR

      1. Click on “Add or Remove Book Shelves”
      2. Under Delete Lists, Check the box next to the item/s you wish to delete.
      3. Click “Remove Selected Items”
      - + +

      Q: What are "Lists"? +

      Lists are editable, permanent book lists. If the Systems Preference for Lists has been enabled, both staff and patrons may create Lists. An item included on a Virtual Shelf is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item.

      +

      IMPORTANT: Patrons must be logged in to their account online to create and edit shelves. +

      +

      TIP: Why staff might use Lists +

      Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics).

      +

      TIP: Why educators might use Lists +

      Lists can be used by professors to create a bibliography/ reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out.

      +

      Q: What types of "Lists" are there? +

      Koha supports three types of Lists:

      • Public Shelves: Anyone may view a public shelf, but only the person who created it may edit it.
      • Private Shelves: Only the person who created the shelf may view and edit it.
      • Free Shelves: Can be added to and changed by any user (not available when a shelf is created in the Staff Intranet
      +

      TIP: Patron uses for Lists +

      Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Shelves”. By creating “Private Shelves”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation. “Free Shelves” are a great way to create an evolving, community-based reader advisory.

      +

      Q: How do I create a new "List" from the Staff Intranet? +

      To create a new List:

      1. Click on “Lists” (You should see a list of shelves that have already been created)
      2. Click on “Add or Remove Book Shelves”
      3. Under “Add Shelf”, enter a name for your new shelf in the “Name” field.
      4. Choose a “Category” (”Public” or “Private”)
      5. Click on “Add New Shelf”
      +

      Q: How do you add items to a "List" from the Staff Intranet? +

      A: You can add items to a List in one of two ways: by barcode OR through a search in the online catalog.

      +

      To add items by barcode? +

      1. Click on the List you wish to add items to.
      2. In the “Barcode” field, scan or type the barcode and click “Save”
      +

      To add items through the online catalog? +

      1. Search for the item/s using the Quick or Advanced Search
      2. Click on “Brief Display” in that item’s Details Screen
      3. Click “Add to Shelf”. A pop-up window will open.
      4. Choose an existing shelf in the pull-down menu (”Add to List”) OR Create a New Bookshelf at that time by entering a name for the shelf and choosing a “Category” (”Public” or “Private”)
      5. Click “Add to List”
      +

      IMPORTANT: No Bulk Additions +

      At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode.

      +

      TIP: Staff Accounts +

      Staff may login to their own account and add/create Lists from within their account, though it is not necessary.

      +

      TIP: Easy to remember +

      The “Brief Display” of an item in the Staff Intranet is the same display as the Details Screen of that item in the OPAC. This is an easy way to remember that you add to the List from this page.

      +

      Q: How do you add items to a "List" from the OPAC (the publicly accessible catalog)? +

      1. Log in to your account
      2. Search for the item/s using the Quick or Advanced Search.
      3. Click on “Brief Display” in that item’s Details Screen
      4. Click “Add to My List”. A pop-up window will open.
      5. Choose an existing shelf in the pull-down menu (”Add to List”) OR Create a New Bookshelf at that time by entering a name for the shelf and choosing a “Category” (”Public”,”Private” or “Free”)
      6. Click “Add to My List”
      +

      IMPORTANT: No Bulk Additions +

      At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode.

      +

      Q: How do you delete an item in a List? +

      1. Check the box next to the item/s you wish to delete.
      2. Click “Remove Selected Items”
      +

      Q: How do you delete a List? +

      1. Click on Shelf you wish to delete.
      2. Click “Delete this Shelf”

      OR

      1. Click on “Add or Remove Book Shelves”
      2. Under Delete Lists, Check the box next to the item/s you wish to delete.
      3. Click “Remove Selected Items”
      + + \ No newline at end of file -- 2.39.5