From 38d04ba1649bd2015eb8159c66a4063a4028175f Mon Sep 17 00:00:00 2001 From: Nicole Engard Date: Tue, 22 Sep 2009 08:08:24 -0400 Subject: [PATCH] Updated help files. Signed-off-by: Galen Charlton --- .../en/modules/help/admin/admin-home.tmpl | 23 ++-- .../modules/help/virtualshelves/shelves.tmpl | 105 ++++++++++++++---- 2 files changed, 100 insertions(+), 28 deletions(-) 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 0d50ad33f0..9024cf5783 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 @@ -2,15 +2,24 @@

Administration Help

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How to configure Koha?

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There are two parts to the System Administration in Koha.

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

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System Preferences

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Global System Preferences

Koha has an extensive set of system preferences. The system preferences control all the various features within Koha and whether they are active in your install or not. System preferences are generally set once at install and then not changed.

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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.

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

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

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System Parameters

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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.

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

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Basic Parameters

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

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Note not all basic parameters are required to be set. For example if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored.

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Patrons and Circulation

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These parameters help with the control of patron records and circulation rules. It is best to make sure you set the basic parameters before visiting this section.

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Catalog

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

Additional Parameters

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This list of parameters includes functionality that didn't fit in any other category. These items are optional and may not need to be altered depending on how your library is using Koha.

\ 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 e01a7b5e67..0341f8c228 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 @@ -1,25 +1,88 @@

Lists

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Lists are permanent lists of items, similar to 'favorites'. Lists can be used to keep track of 'favorites' or to create reading lists as a readers' advisory tool. Items in a list link directly to your catalog.

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Q: What are "Lists"?

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Lists are editable, permanent book lists. If the 'virtualshelves' Systems Preference has been enabled, both staff and patrons may create Lists. An item included on a List 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.

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

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TIP: Why staff might use Lists

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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

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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?

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Koha supports two types of Lists:

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TIP: Patron uses for Lists

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Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Lists”. By creating “Private Lists”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation.

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

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To create a new List:

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  1. Click on “Lists” (You should see a list of shelves that have already been created)
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  2. Click 'New List'
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  3. Name your list
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  4. Choose a “Category” (”Public” or “Private”)
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  5. Click 'Save'
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There are three kinds of 'lists'

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IMPORTANT: To use lists this function must be enabled in your system preferences

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To add (create) a new list

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Edit Lists

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TIP: For instance, let's say you were putting together a reading list. You could make that list 'private' until items had been added, then 'edit' the list to change the 'category' to public when you were ready for the list to be seen by other users.

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Placing Holds from Lists

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You can easily place a hold on multiple items from a list simply by clicking the checkboxes and then the 'Place Hold' button

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Deleting a List

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Questions

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Can I add items to a staff list right from the 'Lists' module?

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Yes! To add an item to a list from the 'Lists' management module...

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Can I add items to the list from the detail page?

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Why can I add items to other users' 'private' lists when I'm logged in as staff?

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No, private lists will remain private. You can see your own private lists from the staff client by clicking on the 'Your Lists' tab.

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Can I see what lists a bib record is in?

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Yes, on the detail page you will see a list of the lists that the title is in on the right hand side of the page

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As a staff member, what can I do with public lists created by patrons?

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Anyone with superlibrarian permission to edit/delete public patron lists. Editing is limited to editing the title or sorting order. +I have the 'virtualshelves' setting 'disabled' why can I still see the 'lists' menu in my staff client

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Even if lists are 'disabled' for the OPAC, staff users still have access to them from the staff side. The 'virtualshelves' preference only affects whether or not the feature is available from the OPAC.

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