From 45b6f2bc653537a4d01992f91bd06e599c0d7838 Mon Sep 17 00:00:00 2001 From: Nicole Engard Date: Tue, 5 Jan 2010 09:41:15 -0500 Subject: [PATCH] updated Tools help files --- .../prog/en/modules/help/tags/review.tmpl | 45 +++------ .../prog/en/modules/help/tools/export.tmpl | 37 +++---- .../prog/en/modules/help/tools/koha-news.tmpl | 27 +++--- .../help/tools/manage-marc-import.tmpl | 35 ++++--- .../en/modules/help/tools/overduerules.tmpl | 97 ++++++++----------- .../modules/help/tools/stage-marc-import.tmpl | 33 +++---- .../prog/en/modules/tags/review.tmpl | 4 +- 7 files changed, 115 insertions(+), 163 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl index cf52a9625f..ce63f2c181 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tmpl @@ -2,41 +2,18 @@

Tags

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This tool gives librarians the option to moderate patron added tags.  This moderation page will show up regardless of the system preference settings related to tagging.

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Depending on your tagging system preferences, librarians may need to approve tags before they are published on the OPAC. This is done via the Tag Moderation Tool.

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IMPORTANT: This feature is still experimental

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When first visiting the tool, you will be presented with a list of tags that are pending approval or rejection by a librarian

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IMPORTANT: Tagging will make use of AJAX capability in JavaScript-enabled browsers

- -

Will I be notified when new tags are added?

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This feature is yet to be developed, but is in the works.

+ + +

Once a tag has been approved or rejected it will be moved to the appropriate list of tags. A summary of all tags will appear on the right of the screen.

+ +

Even though a tag is approved or rejected, it can still be moved to another list. When viewing approved tags each tag has the option to reject.

+ +

To check terms against the approved and rejected lists (and possibly against the dictionary you have assigned for tag moderation) simply enter the term into the search box on the bottom right of the screen to see the status of the term

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tmpl index bfa7b6a53f..cf64bfa903 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tmpl @@ -1,22 +1,23 @@ -

MARC Export

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This tool allows librarians to export both bibliographic records and holdings in either MARC format or MARCXML.

- -

- -TIP: The only fields above that are required are the two under 'Output format'.

- +

MARC Export

+ +

Koha comes with a tool that will allow you to export your bibliographic and/or holdings data in bulk. This can be used to send your records to fellow libraries, organizations or services; or simply for backup purposes.

+ + \ 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 30f50a7f20..cd1ddb353c 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 @@ -1,19 +1,16 @@ -

News Help

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News

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What is News?

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Koha's news module allows librarians to post news to the OPAC and the staff interface. -

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?

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

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Display Location

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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.

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News Items must be entered in all languages to show up for each language in multi lingual setups.

Title

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

Expiration Date

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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).

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To have a news item remain on the page, do not enter an expiration date.

Appear in Position

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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

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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 +

To add news to either the OPAC or the Staff Client: +

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl index 36965cac6e..e7d4c46f94 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tmpl @@ -2,22 +2,25 @@

Manage Staged MARC Records

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After records have been imported, you can review the records before finalizing the import.

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Cleaning Staged Records

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Once you have staged your records for import you can complete the import using this tool.

+ + + +

To clean items out of the 'reservoir':

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl index be874bec26..d115968a12 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl @@ -2,62 +2,41 @@

Overdue 'Notice/Status Triggers'

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This tool lets you define triggers for overdue notices. You can send a borrower up to three notices and also tell Koha how many days should pass between the day a book was due and the sending of each of these notices. Koha lets you define a different notice schedule for each branch, and different schedules for each patron type you've defined within those branches. Finally you can set a notice to trigger a 'debar' on the borrower's account during any of the three triggers.

- - - - -

Help! I've gotten an error message!

- -

If the numbers you've entered in a give row beneath the 'delay' columns are logically inconsistent, Koha will give you an alert, and explain the inconsistency.

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What happens if I leave the row for an patron type blank? (ie, no 'delays' have been defined)

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If you want Koha to trigger an action (send a letter or debar member), a delay value is required. No delays means no actions will be performed.

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Where do I define overdue schedules? (ie, how many days pass before an item becomes 'overdue')

- -

When an item becomes overdue (ie, duration of checkout) is defined in Koha's 'Administration' module:

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Where do I define fines?

- -

What type of notice gets sent when a 'trigger' occurs in the 'Notice/Status Triggers' module? Email? Printed Notice?

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Koha handles overdue notices in one of two automated ways: by email or by printed labels. -If a borrower has an email defined in their patron account, overdue notices automatically get sent to the patron's email account according to the schedule defined in the 'Notice/Status Triggers' Tool.

- -

-TIP: Patrons can alter their notification setting using the Messaging tool on their account.

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Borrowers that have no email defined will have their notices sent via email to the library for printing. The email is sent to the branch admin email, or failing that to the address set in the system preference as the 'KohaAdminEmailAddress'. This email is generated by the misc/cronjobs/overdue_notices.pl cron job. Contact your system administrator for help with this setting.

- -

IMPORTANT: The email notice report that is compiled and sent to the admin (for borrowers with no email in Koha) rely on the 'delays' to determine when/how often that email gets sent as well.

- -

Where are notices defined? (ie, what information will appear in the notice)

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This tool lets you define triggers for overdue notices. You can send a borrower up to three reminder emails (depending on your library workflow)

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In order to send the overdue notices that you defined using the Notices tool, you need to first set the triggers to have these messages.

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In order to have overdue notices sent to your patrons, you need to set that patron category to require overdue notices.

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The Overdue Notice/Status Triggers tool gives the librarian the power to send up to three notices to each patron type notifiying them of overdue items

+ + + +

If the numbers you've entered in a give row beneath the 'delay' columns are logically inconsistent, Koha will give you an alert, and explain the inconsistency.

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Sample Overdue Notice

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Nicole Engard +
410 Library Rd. +
Philadelphia, PA 19107

+ +

Dear Nicole Engard (23529000035726),

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According to our records, at the time of this notice, you have items that are overdue. Please return or renew them as soon as possible to avoid increasing late fines.

+ +

If you have registered a password with the library, you may use it with your library card number to renew online.

+ +

If you believe you have returned the items below please call at and library staff will be happy to help resolve the issue.

+ +

The following item(s) are currently overdue:

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07/08/2008 Creating drug-free schools and communities : 502326000054 Fox, C. Lynn.

+ +

06/27/2008 Eating fractions / 502326000022 McMillan, Bruce.

+ +

Sincerely, Library Staff

+ + \ 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 7860f17e54..80778f3cda 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 @@ -2,24 +2,19 @@

MARC Import

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

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It is useful to import a bunch of ISO 2709 biblios that can be used later for a quick cataloguing

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First, you need to browse your computer to find the MARC record that you grabbed for your item. Click on

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Choose File to browse.

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If you aren't sure if you've already imported a record, keep the radio button set to

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Ignore this one, keep the existing one.

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You can "name" the import to help you when you need to choose between more than 1 imported biblio (or just want to keep trace on where the biblios comes from)

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You can also change char encoding between MARC21 and UNIMARC

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You don't need to actually name every import, so you don't need to fill in this box if you don't want to. It is useful for telling imports apart if you've more than one of the same record.

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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

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Importing records into Koha includes two steps. The first is to stage records for import.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/tags/review.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/tags/review.tmpl index 55adfc181c..a42a71a41e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/tags/review.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/tags/review.tmpl @@ -202,7 +202,7 @@ td input,td input[type="submit"] { font-size: 85%; padding: 1px; } Term Weight Actions - Reviewer + Reviewer Date @@ -239,7 +239,7 @@ td input,td input[type="submit"] { font-size: 85%; padding: 1px; } " value="Reject" name="reject" /> -   +   -- 2.20.1