From e76c36a85d536fcff554bb1a32d66270fd8c0f29 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Fri, 19 Oct 2012 10:33:17 -0400 Subject: [PATCH] Bug 8945: Cataloging Help Files This patch adds one missing help file for analytics and updates the others. Signed-off-by: Jared Camins-Esakov Signed-off-by: Paul Poulain --- .../en/modules/help/cataloguing/addbiblio.tt | 18 +++++----- .../en/modules/help/cataloguing/addbooks.tt | 33 +++++++++++++++---- .../en/modules/help/cataloguing/additem.tt | 23 +++++++++++-- .../en/modules/help/cataloguing/linkitem.tt | 32 ++++++++++++++++++ .../prog/en/modules/help/cataloguing/merge.tt | 2 +- .../en/modules/help/cataloguing/moveitem.tt | 2 +- 6 files changed, 89 insertions(+), 21 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/linkitem.tt diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt index 5ef851c6cf..32a73708b8 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt @@ -5,7 +5,7 @@

Records can be added to Koha via original or copy cataloging. If you would like to catalog a record using a blank template

    -
  • Click 'New record' +
  • Click 'New Record'
    • Choose the framework you would like to base your record off of
    @@ -15,18 +15,18 @@

    If you want to catalog a record based on an existing record at another library

      -
    • Click 'Z39.50 search' +
    • Click 'z39.50 Search'
      • Search for the item you would like to catalog
        • Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.
        • -
      • Search targets can be altered by using the Z39.50 admin area.
        • -
      • From the results you can view the MARC or Card view for the records or choose to import them into Koha +
      • Search targets can be altered by using the Z39.50 Admin area.
        • +
      • From the results you can view the MARC or Card view for the records or choose to Import them into Koha
          -
        • In addition to the 'Import' link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it
          • -
        • If you don't find the title you need in your Z39.50 search results you can click the 'Try another search' button at the bottom left of your results
          • +
        • In addition to the Import link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it
          • +
        • If you don't find the title you need in your Z39.50 search results you can click the 'Try Another Search' button at the bottom left of your results
      @@ -37,12 +37,12 @@
      • To expand a collapsed tag click on the tag description
        • -
      • To get help from the Library of Congress on a MARC tag click the question mark (?) to the right of each field number +
      • To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number
        • If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the 'Show MARC tag documentation links' note at the top right of the editor
        • -
      • Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field. +
      • Sometimes fields may not be editable due to the value in your BiblioAddsAuthoritiessystem preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.
        • If this icon appears you must click the icon to the right of the field to search for an existing authority.
        • From the results list click 'Choose authority' to bring that into your catalog record
          • @@ -89,6 +89,6 @@

          If you would like to merge together multiple records you can do that via the Lists tool.

          -

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

          +

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

          [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tt index e394ae73ca..c92ef8bb8e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tt @@ -1,17 +1,36 @@ [% INCLUDE 'help-top.inc' %] -

          Cataloging help

          How to edit a bibliographic record?

          +

          Cataloging

          -

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

          +

          Before you start cataloging in Koha you're going to want to do some basic setup. Refer to the Implementation Checklist for a full list of these things. Most importantly you're going to want to make sure that your Frameworks are all defined the way you want. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging.

          -

          How to add a new bibliographic record?

          +

          From here you can add new bibliographic records to Koha.

          -

          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".

          +

          Records can be added to Koha via original or copy cataloging. If you would like to catalog a record using a blank template

          -

          How to add new items to a record?

          +
            +
          • Click 'New Record'
            • +
          • Choose the framework you would like to base your record off of
            • +
          -

          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 to the record. One record can have many items.
          2. Through Acquisitions.  Items can be added to orders in acquisitions. Item details are added upon receiving the item. Using the acquisitions module for adding items allows you to track the libraries spend against funds and budgets.

          What is the reservoir?

          +

          If you want to catalog a record based on an existing record at another library

          + +
            +
          • Click 'z39.50 Search'
            • +
          • Search for the item you would like to catalog
            • +
          • Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.
            • +
          • Search targets can be altered by using the Z39.50 Admin area.
            • +
          • From the results you can view the MARC or Card view for the records or choose to Import them into Koha +
              +
            • In addition to the Import link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it
              • +
            +
            • +
          • If you don't find the title you need in your Z39.50 search results you can click the 'Try Another Search' button at the bottom left of your results
            • +
          + +

          Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging

          + +

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

          -

          The reservoir is a holding area for bibilographic records that are not yet used in the library catalog.  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 catalog.

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

          [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt index 9ee0458deb..0306ddc889 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt @@ -22,6 +22,10 @@
        • y - Koha item type
        +

        To make sure that these values are filled in you can mark them as mandatory in the framework you're using and then they will appear in red with a 'required' label. The item will not save until the required fields are filled in.

        + +

        Tip: To make item subfields required in a framework you'll want to edit the 952 field in the framework editor.

        +

        Below the add form there are 3 buttons for adding the item

          @@ -41,8 +45,21 @@

          Items can be edited in several ways.

            -
          • Clicking 'Edit' and 'Edit items' from the bibliographic record
            • -
          • Clicking 'Edit items' beside the item on the 'Items' tab
            • +
          • Clicking 'Edit' and 'Edit Items' from the bibliographic record +
              +
            • Which will open up a list of items where you can click 'Edit' to the left of the specific item you would like to edit.
              • +
            +
            • +
          • Clicking 'Edit Items' beside the item on the 'Items' tab +
              +
            • Which will open up a list of items where you can click 'Edit' to the left of the specific item you would like to edit.
              • +
            +
            • +
          • Clicking 'Edit' and then 'Edit items in batch' +
              +
            • This will open up the batch item modification tool where you can edit all of the items on this record as a batch.
              • +
            +

          The edit menu is also where items can be deleted from

          @@ -57,6 +74,6 @@

          Finally you can use the batch delete tool to delete a batch of items.

          -

          See the full documentation for Adding/Editing Items in the manual (online).

          +

          See the full documentation for Adding/Editing Items in the manual (online).

          [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/linkitem.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/linkitem.tt new file mode 100644 index 0000000000..66cfdf2efc --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/linkitem.tt @@ -0,0 +1,32 @@ +[% INCLUDE 'help-top.inc' %] + +

          Analytics

          + +

          Libraries sometimes make journal articles and articles within monographs and serials accessible to library patrons through analytics cataloging. Analytics cataloging creates separate bibliographic records for these articles, chapters, sections, etc. found within a larger resource such as a book, an article within a journal, newspaper or serial. In analytics cataloging, although a separate bib record is created for the title, it is not physically separated from the host item. Learn more about Analytics in Chapter 13 of AACR2.

          + +

          If you would like to catalog analytic records in Koha you first need to update the EasyAnalyticalRecords preference to 'Display.'

          + +

          After cataloging your analytic record (see Adding Records for more on creating records) click 'Edit' from the normal view and choose to 'Link to Host Item'

          + +

          This will prompt you to enter the barcode for the item this record should be linked to.

          + +

          After entering the item's barcode and clicking 'Select' you will receive a confirmation message.

          + +

          The record will now have the 773 field filled in properly to complete the link.

          + +

          If you have linked an analytic record incorrectly you can remove that link by editing the item on the analytic record (not the host record). To do this, go to the analytic record and click the 'Edit' button and choose to 'Edit items'. To the left of each item you will see two options.

          + +
            +
          • Clicking 'Edit in Host' will allow you to edit the item on the host record.
            • +
          • Clicking 'Delink' will remove the 773 field and the link between the analytic and the host.
            • +
          + +

          To view all of the items tied to the host record, do a search for the record, click the Analytics tab on the left and the analytics tied to each barcode will be shown under the "Used in" column.

          + +

          Tip: It is also possible to create analytic records from this screen by clicking on "Create Analytics"

          + +

          You can also see the analytics attached to this record by clicking the 'Show Analytic' link towards the top of the record in the normal view.

          + +

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

          + +[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt index 5c5e1cba72..1719753c28 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt @@ -18,6 +18,6 @@

          Important: It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.

          -

          See the full documentation for Merging Items in the manual (online).

          +

          See the full documentation for Merging Items in the manual (online).

          [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt index eab515aefa..dc29e28b67 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt @@ -10,6 +10,6 @@

          If you want to move all items to a new record creating only one bibliographic record you can use the 'Merge records' tool instead.

          -

          See the full documentation for Moving Items in the manual (online).

          +

          See the full documentation for Moving Items in the manual (online).

          [% INCLUDE 'help-bottom.inc' %] -- 2.39.5