From f0863d814da48d4eb3d511f888359eae4a6c4906 Mon Sep 17 00:00:00 2001 From: Jonathan Druart Date: Sun, 16 Sep 2018 10:25:37 -0700 Subject: [PATCH] Bug 19817: (follow-up) Remove local help files + edit help feature I have no idea what happened but RM did not rebase that one correctly before pushing it ;) Signed-off-by: Nick Clemens --- .../prog/en/includes/help-bottom.inc | 8 - .../prog/en/includes/help-top.inc | 22 - .../prog/en/modules/help/about.tt | 40 -- .../prog/en/modules/help/acqui/acqui-home.tt | 15 - .../en/modules/help/acqui/addorderiso2709.tt | 24 - .../prog/en/modules/help/acqui/basket.tt | 124 ----- .../prog/en/modules/help/acqui/basketgroup.tt | 13 - .../en/modules/help/acqui/basketheader.tt | 23 - .../prog/en/modules/help/acqui/booksellers.tt | 19 - .../prog/en/modules/help/acqui/edifactmsgs.tt | 9 - .../prog/en/modules/help/acqui/histsearch.tt | 19 - .../prog/en/modules/help/acqui/invoice.tt | 13 - .../prog/en/modules/help/acqui/invoices.tt | 13 - .../prog/en/modules/help/acqui/lateorders.tt | 21 - .../en/modules/help/acqui/neworderbiblio.tt | 14 - .../en/modules/help/acqui/neworderempty.tt | 13 - .../help/acqui/newordersubscription.tt | 17 - .../modules/help/acqui/newordersuggestion.tt | 19 - .../en/modules/help/acqui/orderreceive.tt | 23 - .../prog/en/modules/help/acqui/parcel.tt | 23 - .../prog/en/modules/help/acqui/parcels.tt | 23 - .../prog/en/modules/help/acqui/supplier.tt | 56 -- .../en/modules/help/acqui/uncertainprice.tt | 9 - .../en/modules/help/acqui/z3950_search.tt | 19 - .../prog/en/modules/help/admin/admin-home.tt | 35 -- .../en/modules/help/admin/aqbudgetperiods.tt | 88 --- .../prog/en/modules/help/admin/aqbudgets.tt | 42 -- .../prog/en/modules/help/admin/aqcontract.tt | 21 - .../prog/en/modules/help/admin/aqplan.tt | 17 - .../help/admin/auth_subfields_structure.tt | 68 --- .../modules/help/admin/auth_tag_structure.tt | 24 - .../modules/help/admin/authorised_values.tt | 94 ---- 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.../prog/en/modules/help/catalogue/search.tt | 83 --- .../en/modules/help/cataloguing/addbiblio.tt | 95 ---- .../en/modules/help/cataloguing/addbooks.tt | 35 -- .../en/modules/help/cataloguing/additem.tt | 79 --- .../en/modules/help/cataloguing/linkitem.tt | 32 -- .../prog/en/modules/help/cataloguing/merge.tt | 24 - .../en/modules/help/cataloguing/moveitem.tt | 15 - .../en/modules/help/circ/branchoverdues.tt | 13 - .../en/modules/help/circ/branchtransfers.tt | 26 - .../en/modules/help/circ/circulation-home.tt | 26 - .../prog/en/modules/help/circ/circulation.tt | 167 ------ .../prog/en/modules/help/circ/offline.tt | 37 -- .../en/modules/help/circ/on-site_checkouts.tt | 11 - .../prog/en/modules/help/circ/overdue.tt | 16 - .../en/modules/help/circ/pendingreserves.tt | 11 - .../prog/en/modules/help/circ/renew.tt | 13 - .../en/modules/help/circ/reserveratios.tt | 9 - .../prog/en/modules/help/circ/returns.tt | 79 --- .../modules/help/circ/selectbranchprinter.tt | 13 - 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.../serials/subscription-numberpatterns.tt | 13 - .../en/modules/help/suggestion/suggestion.tt | 43 -- .../prog/en/modules/help/tags/list.tt | 11 - .../prog/en/modules/help/tags/review.tt | 25 - .../prog/en/modules/help/tools/batchMod.tt | 35 -- .../help/tools/batch_delete_records.tt | 15 - .../help/tools/batch_record_modification.tt | 30 - .../en/modules/help/tools/cleanborrowers.tt | 26 - .../en/modules/help/tools/csv-profiles.tt | 143 ----- .../prog/en/modules/help/tools/export.tt | 66 --- .../prog/en/modules/help/tools/holidays.tt | 70 --- .../en/modules/help/tools/import_borrowers.tt | 60 -- .../prog/en/modules/help/tools/inventory.tt | 21 - .../prog/en/modules/help/tools/koha-news.tt | 29 - .../prog/en/modules/help/tools/letter.tt | 297 ---------- .../modules/help/tools/manage-marc-import.tt | 46 -- .../help/tools/marc_modification_templates.tt | 63 --- .../en/modules/help/tools/modborrowers.tt | 19 - .../en/modules/help/tools/overduerules.tt | 50 -- 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-
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- - diff --git a/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc b/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc deleted file mode 100644 index 6cd9afff4c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/includes/help-top.inc +++ /dev/null @@ -1,22 +0,0 @@ -[% USE raw %] -[% USE Asset %] -[% INCLUDE 'doc-head-open.inc' %] -Online help - - -[% Asset.css("lib/jquery/jquery-ui-1.11.4.min.css") | $raw %] -[% Asset.css("css/print.css", { media = "print" }) | $raw %] -[% INCLUDE intranetstylesheet.inc %] -[% IF ( bidi ) %] - [% Asset.css("css/right-to-left.css") | $raw %] -[% END %] -[% Asset.js("lib/jquery/jquery-2.2.3.min.js") | $raw %] -[% Asset.js("lib/jquery/jquery-migrate-1.3.0.min.js") | $raw %] -[% Asset.js("lib/jquery/jquery-ui-1.11.4.min.js") | $raw %] -[% Asset.js("lib/shortcut/shortcut.js") | $raw %] - -[% Asset.js("js/staff-global.js") | $raw %] - -[% Asset.css("css/help.css") | $raw %] - - diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tt deleted file mode 100644 index 5323b2bb43..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/about.tt +++ /dev/null @@ -1,40 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

About Koha

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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.

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Server information

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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

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This tab lists all the dependent 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.

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Note that the version number between parentheses following the module name is the required version; the installed version is in the next column.

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System information

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This tab will provide you with warnings if you are using system preferences that have since been deprecated or system preferences that you have set without other required preferences.

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Koha team

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

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Licenses

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Koha is free software; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 3 of the License, or (at your option) any later version.

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This tab shows the information related to any and all licenses associated with Koha.

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Translations

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This tab lists all of the languages that Koha has been translated to.

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Timeline

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This tab provides a summary of Koha's release and development history.

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See the full documentation for the About page in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tt deleted file mode 100644 index 7fa6b67826..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/acqui-home.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Acquisitions

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

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You do not need to use Acquisitions to add items to your catalog. Acquisitions is used only to track vendors and spending against your budgets.

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Before using the Acquisitions Module, you will want to make sure that you have completed all of the set up.

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First, set your Acquisitions System Preferences and Acquisitions Administration to match your library's workflow.

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/addorderiso2709.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/addorderiso2709.tt deleted file mode 100644 index 60a81ef4cc..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/addorderiso2709.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Order from a Staged File

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tt deleted file mode 100644 index 6fbeb14818..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tt +++ /dev/null @@ -1,124 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Placing an Order

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Once your basket is created you are presented with several options for adding items to the order.

- - - -

With any of the above ordering options you're presented with an option to notify patrons of the new item when it's received. The contents of that notification can be edited in the Notices & Slips tool and will have the code of ACQ_NOTIF_ON_RECEIV. In the 'Patrons' section you will see an option to 'Add user'. Click that button to add patrons who will be notified of the new issue.

- - - -

After bringing in the bib information (for all import methods except for the staged file), if your AcqCreateItem system preference is set to add an item when ordering you will enter the item info next. You need to fill out at least one item record and then click the 'Add' button at the bottom left of the item form.

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After clicking add the item will appear above the form and then you can enter your next item the same way (if ordering more than one item).

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Once you have entered the info about the item, you need to enter the Accounting information.

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Once an item is added to the basket you will be presented with a basket summary.

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If you would like to see more details you can check the 'Show all details' checkbox.

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From here, you can edit or remove the items that you have added.

- - - -

On the summary page, you also have the option to edit the information that you entered about the basket by clicking the 'Edit basket header information' button, to delete the basket altogether by clicking the 'Delete this basket' button, or to export your basket as a CSV file by clicking the 'Export this basket as CSV' button.

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Once you're sure your basket is complete, you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor.

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Important: A basket with at least one item marked as 'uncertain price' will not be able to be closed

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Clicking the 'Uncertain Prices' button will call up a list of items with uncertain prices to quick editing.

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Important: The Uncertain Prices page is independent of the basket. It is linked to the vendor so you will see all items on order with uncertain prices for that vendor.

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Printing Baskets

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When you are finished adding items to your basket, click 'Close this Basket.' You will be asked if you want to create a purchase order at this time.

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Your completed order will be listed on the Basket Grouping page for printing or further modification.

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Clicking 'Print' below your order will generate a PDF for printing, which will have all of your library information followed by the items in your order.

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basketgroup.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basketgroup.tt deleted file mode 100644 index dfb97c1b34..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basketgroup.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Basket Groups

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A basket group is a group of closed baskets that you can perform actions on.

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Create a basket group

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A basket group is simply a group of baskets. In some libraries, you have several staff members who create baskets, and, at the end of a period of time, someone then groups them together to send to the vendor in bulk. That said, it is possible to have one basket in a basket group if that's the workflow used in your library.

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basketheader.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basketheader.tt deleted file mode 100644 index f0a72e5a04..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basketheader.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Adding a Basket

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When adding a basket you want to give it a name that will help you identify it later

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Enter in the Billing Place and Delivery Place (this will default the library you're logged in at)

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If you would like to change the vendor you're ordering from you can use the Vendor pull down menu

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The notes fields are optional and can contain any type of information

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If you have added contracts to the vendor you're ordering from, you will also have an option to choose which contract you're ordering these items under.

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When finished, click 'Save' - -

Editing Basket Headers

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After creating your basket, you can edit the name of the basket, the billing place, delivery place, the notes and the contract you're ordering against.

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/booksellers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/booksellers.tt deleted file mode 100644 index 31187ab1e4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/booksellers.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Acquisitions Searching

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At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor Search or an Order Search.

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In the Vendor Search you can enter any part of the vendor name to get results.

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Using the Orders Search you can search for items that have been ordered with or without the vendor.

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You can enter info in one or both fields and you can enter any part of the title and/or vendor name.

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Clicking the plus sign to the right of the Vendor search box will expand the search and allow you to search for additional fields.

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Clicking Advanced Search to the right of the search button will give you all of the order search options available.

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See the full documentation for Acquisitions Searching in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/edifactmsgs.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/edifactmsgs.tt deleted file mode 100644 index 1baea7cd7b..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/edifactmsgs.tt +++ /dev/null @@ -1,9 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

EDIFACT messages

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A log of all messages sent and received via EDIFACT can be found under EDIFACT Messages.

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See the full documentation for EDIFACT messages in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/histsearch.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/histsearch.tt deleted file mode 100644 index 31187ab1e4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/histsearch.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Acquisitions Searching

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At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor Search or an Order Search.

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In the Vendor Search you can enter any part of the vendor name to get results.

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Using the Orders Search you can search for items that have been ordered with or without the vendor.

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You can enter info in one or both fields and you can enter any part of the title and/or vendor name.

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Clicking the plus sign to the right of the Vendor search box will expand the search and allow you to search for additional fields.

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Clicking Advanced Search to the right of the search button will give you all of the order search options available.

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See the full documentation for Acquisitions Searching in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/invoice.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/invoice.tt deleted file mode 100644 index 53ca275b2f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/invoice.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Invoices

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When orders are received invoices are generated. Invoices can be searched by clicking on 'Invoices' in the left of the Acquisitions page.

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After searching, your results will appear to the right of the search options.

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From the results you can click the 'Details' link to see the full invoice or 'Close' to note that the invoice is closed/paid for.

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/invoices.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/invoices.tt deleted file mode 100644 index 53ca275b2f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/invoices.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Invoices

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When orders are received invoices are generated. Invoices can be searched by clicking on 'Invoices' in the left of the Acquisitions page.

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After searching, your results will appear to the right of the search options.

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From the results you can click the 'Details' link to see the full invoice or 'Close' to note that the invoice is closed/paid for.

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tt deleted file mode 100644 index 3a0a32c3f0..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Claims & Late Orders

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If you have entered an email address for the vendors in your system, you can send them claim emails when an order is late. Before you can send claims, you will need to set up an acquisitions claim notice.

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Upon clicking the link to 'Late Orders' from the Acquisitions page, you will be presented with a series of filter options on the left hand side. These filters will be applied only to closed baskets.

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Note: The vendor pull down only shows vendors with closed baskets that are late.

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Once you filter your orders to show you the things you consider to be late, you will be presented with a list of these items.

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To the right of each late title you will be see a checkbox. Check the ones that you want a claim letter sent to and click 'Claim Order' at the bottom right of the list. This will automatically send an email to the vendor at the email address you have on file.

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Note: The Estimated Delivery Date is based on the Delivery time value entered on the vendor record.

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There is a default acquisitions claim letter. If you would rather use a different one, you can create that in the notices module and choose it from the menu above the list of late items.

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See the full documentation for Claims and Late Orders in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderbiblio.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderbiblio.tt deleted file mode 100644 index 1f53a26b2f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderbiblio.tt +++ /dev/null @@ -1,14 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Order from an Existing Record

- -

If you are ordering another copy of an existing item, you can simply search for the record in your system.

- - - -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tt deleted file mode 100644 index f384a1569f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Order from a New Empty Record

- -

To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'

- - - -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newordersubscription.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newordersubscription.tt deleted file mode 100644 index 4a305dea97..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newordersubscription.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Order from a subscription

- -

To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'

- -

If you're using the Serials module you can link your subscription order information to acquisitions by choosing to order 'From a subscription'

- - - -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newordersuggestion.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newordersuggestion.tt deleted file mode 100644 index 49fb0f09ae..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newordersuggestion.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Order from Purchase Suggestion

- -

If you allow patrons to make purchase suggestions (learn more in the Managing Suggestions section of this manual), then you can place orders from those suggestions. In order to keep track of suggestions that have been ordered and received you must place the order using this link.

- - - -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tt deleted file mode 100644 index 1b2671108c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Receiving Orders

- -

Orders can be received from the vendor information page or the vendor search results page.

- -

After clicking 'Receive shipment' you will be asked to enter a vendor invoice number, a shipment received date, a shipping cost and a budget to subtract that shipping amount from.

- -

The receive page will list all items still on order with the vendor regardless of the basket the item is from.

- -

To receive a specific item, click the 'Receive' link to the right of the item.

- -

From this form you can alter the cost information. You can also choose to mark only part of the order as received if the vendor didn't send your entire order by checking only the boxes next to the items on the left that you want to receive. The values you enter in the 'Replacement cost' and 'Actual cost' will automatically populate the item record by filling in subfield v (Cost, replacement price) and subfield g (Cost, normal purchase price) on the item record after saving.

- -

You can also make edits to the item record from this form by clicking the 'Edit' link next to each item. This will allow you to enter in accurate call numbers and barcodes if you'd like to do that at the point of receipt. Once you have made any changes necessary (to the order and/or items, click 'Save' to mark the item(s) as received.

- -

When you're finished receiving items you can navigate away from this page or click the 'Finish receiving' button at the bottom of the screen.

- -

You will also see that the item is received and/or cancelled if you view the basket.

- -

See the full documentation for Receiving Orders in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcel.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcel.tt deleted file mode 100644 index 1b2671108c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcel.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Receiving Orders

- -

Orders can be received from the vendor information page or the vendor search results page.

- -

After clicking 'Receive shipment' you will be asked to enter a vendor invoice number, a shipment received date, a shipping cost and a budget to subtract that shipping amount from.

- -

The receive page will list all items still on order with the vendor regardless of the basket the item is from.

- -

To receive a specific item, click the 'Receive' link to the right of the item.

- -

From this form you can alter the cost information. You can also choose to mark only part of the order as received if the vendor didn't send your entire order by checking only the boxes next to the items on the left that you want to receive. The values you enter in the 'Replacement cost' and 'Actual cost' will automatically populate the item record by filling in subfield v (Cost, replacement price) and subfield g (Cost, normal purchase price) on the item record after saving.

- -

You can also make edits to the item record from this form by clicking the 'Edit' link next to each item. This will allow you to enter in accurate call numbers and barcodes if you'd like to do that at the point of receipt. Once you have made any changes necessary (to the order and/or items, click 'Save' to mark the item(s) as received.

- -

When you're finished receiving items you can navigate away from this page or click the 'Finish receiving' button at the bottom of the screen.

- -

You will also see that the item is received and/or cancelled if you view the basket.

- -

See the full documentation for Receiving Orders in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tt deleted file mode 100644 index 1b2671108c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Receiving Orders

- -

Orders can be received from the vendor information page or the vendor search results page.

- -

After clicking 'Receive shipment' you will be asked to enter a vendor invoice number, a shipment received date, a shipping cost and a budget to subtract that shipping amount from.

- -

The receive page will list all items still on order with the vendor regardless of the basket the item is from.

- -

To receive a specific item, click the 'Receive' link to the right of the item.

- -

From this form you can alter the cost information. You can also choose to mark only part of the order as received if the vendor didn't send your entire order by checking only the boxes next to the items on the left that you want to receive. The values you enter in the 'Replacement cost' and 'Actual cost' will automatically populate the item record by filling in subfield v (Cost, replacement price) and subfield g (Cost, normal purchase price) on the item record after saving.

- -

You can also make edits to the item record from this form by clicking the 'Edit' link next to each item. This will allow you to enter in accurate call numbers and barcodes if you'd like to do that at the point of receipt. Once you have made any changes necessary (to the order and/or items, click 'Save' to mark the item(s) as received.

- -

When you're finished receiving items you can navigate away from this page or click the 'Finish receiving' button at the bottom of the screen.

- -

You will also see that the item is received and/or cancelled if you view the basket.

- -

See the full documentation for Receiving Orders in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tt deleted file mode 100644 index 0e91a23866..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tt +++ /dev/null @@ -1,56 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Vendors

- -

Before any orders can be placed, you must first enter at least one vendor.

- -

Add a Vendor

- -

To add a vendor, click the 'New Vendor' button on the Acquisitions page.

- -

The vendor add form is broken into three pieces:

- - - -

View/Edit a Vendor

- -

To view a vendor's information page, you must search for the vendor from the Acquisitions home page. Your search can be for any part of the vendor's name. From the results, click on the name of the vendor you want to view or edit.

- -

To make changes to the vendor, simply click the 'Edit' button.

- -

If the vendor has no baskets attached to it, a 'Delete' button will also be visible, allowing the vendor to be deleted.

- -

See the full documentation for managing Vendors in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/uncertainprice.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/uncertainprice.tt deleted file mode 100644 index 21ea51b6d1..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/uncertainprice.tt +++ /dev/null @@ -1,9 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Uncertain prices

- -

The Uncertain Prices page is independent of the basket. It is linked to the vendor so you will see all items on order with uncertain prices for that vendor.

- -

See the full documentation for Uncertain prices in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/z3950_search.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/z3950_search.tt deleted file mode 100644 index e595b26a9a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/z3950_search.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Order from an External Source

- -

If you want to search other libraries for an item to purchase, use the 'From an external source' option, which will allow you to order from a MARC record found via a Z39.50 search.

- - - -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt deleted file mode 100644 index 0cff1433ac..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tt +++ /dev/null @@ -1,35 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Administration Help

- -

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

- -

Global System Preferences

- -

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

- -

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

- -

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

- -

Basic Parameters

- -

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

- -

Please note that it is not required to set all the basic parameters. For example, if you do not plan to use acquisitions, then 'Funds,' 'Budgets,' and 'Currencies and Exchange Rates' can be ignored.

- -

Patrons and Circulation

- -

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

- -

Catalog

- -

Catalog parameters assist in configuring the cataloging functionality within Koha.

- -

Additional Parameters

- -

This list of parameters includes functionalities that didn't fit in any other category. These items are optional and may not need to be altered, depending on your library's needs.

- -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt deleted file mode 100644 index 135c42fa7e..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tt +++ /dev/null @@ -1,88 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Budgets

- -

Budgets are used for tracking accounting values related to acquisitions. For example you could create a Budget for the current year (ex. 2015) and then break that into Funds for different areas of the library (ex. Books, Audio, etc).

- -

When visiting the main budget administration you will see two tabs, one for active and one for inactive budgets.

- -

Adding a budget

- -

Budgets can either be created from scratch, by duplicating the previous year's budget or by closing a previous year's budget.

- -

Adding a new budget

- -

If you haven't used Koha before for acquisitions then you'll need to start fresh with a new budget. To add a new budget click the 'New Budget' button.

- - - -

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

- -

Duplicating a budget

- -

To duplicate a budget from a previous year, click on the link for the budget name from the list of budgets

- -

On the screen listing the budget breakdown click the Edit button at the top and choose to Duplicate budget

- -

You can also click the 'Actions' button to the right of the budget and choose 'Duplicate'.

- -

In both cases you will be presented with a form where you simply need to enter the new start and end date and save the budget.

- -

- If you want the amounts of budget and funds to be modified by a percentage, - fill the text field for 'Change amounts by'. This should be a number, - positive or negative. Decimal point can be used. -

- -

- If you decided to change the amounts of budget and funds, you can also - choose how to round the result by filling the text field for 'If amounts - changed, round to a multiple of'. This should be a positive number. Decimal - point can be used. -

- -

- Example: If you duplicate a budget which have an amount of 999, and decide - to change amount by 2.6% (1024.974) and to round to a multiple of 0.5, the - result will be 1024.5 (amounts are rounded down). -

- -

Check the box for 'Mark the original budget as inactive' if the original budget should no longer be used.

- -

Check the box for 'Set all funds to zero' if you wish the new budget to contain all the same fund structures as the previous budget but no allocations until you manually enter an amount in the fund.

- -

This will not only duplicate your budget, but all of the funds associated with that budget so that you can reuse budgets and funds from year to year and so that you can move unreceived orders and if desired unspent funds from a previous budget to the new budget.

- -

Close a budget

- -

Close a budget to move or roll over unreceived orders and if desired unspent funds from a previous budget to a new budget. Before closing your budget you might want to duplicate the previous year's budget so that you have somewhere for the unreceived orders to roll to.

- -

Find the previous budget with unreceived orders on the Active budgets or the Inactive budgets tab and select 'Close' under 'Actions'.

- -

Tip: In order for the unreceived orders to be automatically moved to the new budget, the fund structures in the previous budget must exist in the new budget. Budgets without unreceived orders cannot be closed.

- -

When you select 'Close' you will be presented with a form.

- -

Use the 'Select a budget' drop down to choose the new budget for the unreceived orders.

- -

Check the box for 'Move remaining unspent funds' to move the unspent amounts from the funds of the budget being closed to the selected budget.

- -

Once you have made your choices, click the 'Move unreceived orders' button. You will be presented with a dialog box that says 'You have chosen to move all unreceived orders from 'Budget X' to 'Budget Y'. This action cannot be reversed. Do you wish to continue?' Budget X is the budget to be closed and Budget Y is the selected budget.

- -

If everything seems correct click 'OK' and the unreceived orders and, if selected, unspent funds will be moved.

- -

Wait until the 'Report after moving unreceived orders from budget X to Y' displays. This will list the order numbers which have been impacted (grouped by fund) and detail if the unreceived order was moved or if there was a problem. For example, if the new budget does not contain a fund with the same name as the previous budget, the order will not be moved.

- -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt deleted file mode 100644 index dee5de29ec..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tt +++ /dev/null @@ -1,42 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Funds

- -

Budgets are broken into funds.

- -

Add a Fund

- -

A fund is added to a budget.

- -

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

- -

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

- -

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

- -

The three first fields are required, the rest are optional

- - - -

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

- -

To the right of each fund you will find the 'Actions' button under which you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options.

- -

A child fund simply a sub-fund of the fund listed. An example would be to have a fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science Fiction.' It is an optional way to further organize your finances.

- -

Funds with children will show with a small arrow to the left. Clicking that will show you the children funds.

- -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqcontract.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqcontract.tt deleted file mode 100644 index d639fc8b2c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqcontract.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Vendor Contracts

- -

You can define contracts (with a start and end date) and attach them to a vendor. This is used so that at the end of the year you can see how much you spent on a specific contract with a vendor. In some places, contracts are set up with a minimum and maximum yearly amount.

- -

Add a Contract

- -

At the top of a Vendor Information Page, you will see a 'New Contract' button.

- -

The contract form will ask for some very basic information about the contract.

- -

Important: You cannot enter a contract retrospectively. The end date must not be before today's date.

- -

Once the contract is saved it will appear below the vendor information.

- -

It will also be an option when creating a basket.

- -

See the full documentation for Vendor Contracts in the manual (online).

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt deleted file mode 100644 index 00f6aeed9d..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Budget Planning

- -

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

- -

If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months.

- -

To hide some of the columns you can click the 'hide' link to the right the dates. To add more columns you can click the 'Show a column' link found below the 'Fund Remaining' heading.

- -

From here you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.

- -

Once your changes are made, click the 'Save' button. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.

- -

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

- -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt deleted file mode 100644 index 6a7cce8745..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tt +++ /dev/null @@ -1,68 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

MARC Record Subfields

- -

'Frameworks' are made up of MARC fields and subfields. To make edits to most frameworks, you must edit the fields and subfields. Click 'Edit' (on the right of each subfield) to make changes to the text associated with the field.

- - - - -
  • To save your changes, click the 'Save Changes' button at the top of the screen.
    • - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt deleted file mode 100644 index dd1d38b247..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Authority Record Tags

    - -

    To add a field to a Authority Framework, click the 'New Tag' button at the top of the Authority Framework definition.This will open up a blank form for entering MARC field data.

    - -

    Enter the information about your new tag:

    - - - -

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

    - -

    To the right of the new field is a link to 'Subfields.' You will need to add subfields before this tag will appear in your MARC editor.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt deleted file mode 100644 index c7d798fc6d..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authorised_values.tt +++ /dev/null @@ -1,94 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Authorized Values

    - -

    Authorized Values can be used in several areas of Koha. One reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers.

    - -

    Existing Values

    - -

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

    - -

    By default, this includes:

    - - - -

    Add New Authorized Value Category

    - -

    In addition to the existing categories that come by default with Koha, librarians can add their own authorized value categories to control data that is entered into the system. To add a new category:

    - - - -

    Add New Authorized Value

    - -

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

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt deleted file mode 100644 index eb610ce209..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Authority Types

    - -

    Authority Types are MARC Frameworks for Authority records. Therefore, the rules below refer to the bibliographic frameworks.

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt deleted file mode 100644 index ec4a4a7508..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt +++ /dev/null @@ -1,202 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    MARC Bibliographic Frameworks

    - -

    Think of Frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.

    - -

    Important: Do not delete or edit the Default Framework since this will cause problems with your cataloging records - always create a new template based on the Default Framework, or alter the other Frameworks.

    - -

    After clicking the 'MARC structure' link to the right of each framework you can decide how many fields you want to see on one screen by using the pagination options at the top of the table.

    - -

    Add New Framework

    - -

    To add a new framework

    - - - -

    Edit Existing Frameworks

    - -

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

    - -

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

    - -

    Add subfields to Frameworks

    - -

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

    - -

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

    - -

    Enter the information about your new tag:

    - - -

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

    - -

    To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor. The process of entering the settings for the new subfield is the same as those found in the editing subfields in frameworks section of the manual.

    - -

    Edit Framework Subfields

    - -

    Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field

    - - - -

    To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing

    - - - -

    Import/Export Frameworks

    - -

    Next to each framework is a link to either import or export the framework.

    - -
    Export Framework
    - -

    To export a framework simply click the 'Export' link to the right of framework title.

    - -

    When you click 'Export' you will be prompted to choose what format to export the file in.

    - -

    A framework exported this way can be imported into any other Koha installation using the import framework option.

    - -
    Import Framework
    - -

    An easy way to create a new framework is to import one created for your or another Koha installation. This framework would need to be exported from the other system using the instructions above to be available for import here.

    - -

    To import a framework you first need to create a new framework. Once you have that framework, click 'Import' to the right of the new framework.

    - -

    You will be prompted to find a file on your computer to import into the framework.

    - -

    You will be asked to confirm your actions before the file is imported.

    - -

    As your file is uploaded you will see an image that will confirm that the system is working.

    - -

    Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt deleted file mode 100644 index ff50a49c39..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branch_transfer_limits.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Library Transfer Limits

    - -

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

    - -

    These rules only go into effect if the preference UseBranchTransferLimits is set to 'enforce'.

    - -

    Before you begin you will want to choose which library you are setting these limits for.

    - -

    Transfer limits are set based on the collections codes you have applied via the Authorized Value administration area.

    - -

    Collection codes will appear as tabs above the checkboxes.

    - -

    Check the boxes for the libraries that you accept checkins from for the item type you have selected at the top.

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt deleted file mode 100644 index 759965b8cd..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/branches.tt +++ /dev/null @@ -1,82 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Libraries & Groups

    - -

    When setting up your Koha system you will want to add information for every library that will be sharing your system. This data is used in several areas of Koha.

    - -

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

    - -

    Adding a Library

    - -

    To add a new library:

    - - - -

    Tip: Of the fields listed, only 'Library code' and 'Name' are required

    - -

    Editing/Deleting a Library

    - -

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

    - -

    Each library will have an 'Edit' link to the right of it. Click this link to edit/alter details associated with the library in question.

    - -

    You will be unable to edit the 'Library code'

    - -

    Adding a group

    - -

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

    - -

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

    - -

    Search Domain Groups

    - -

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

    - -

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

    - -

    Library Property Groups

    - -

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

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt deleted file mode 100644 index 7c8a58917f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tt +++ /dev/null @@ -1,93 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron Categories

    - -

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

    - -

    Patrons are assigned to one of six main categories:

    - - - -

    Adding a patron category

    - -

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

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt deleted file mode 100644 index e063c25de4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    MARC Bibliographic Framework Test

    - -

    This tool checks the MARC structure in your frameworks.

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt deleted file mode 100644 index 76786a4f92..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Cities and Towns

    - -

    To standardize patron input you can define cities or towns within your region so that when new patrons are added librarians simply have to select the town from a list instead of having to type the town and zip (or postal) code information.

    - -

    Adding a City

    - -

    To add a new city, click the 'New City' button at the top of the page and enter the city name, state and zip/postal code.

    - -

    One you click Submit, your city will be saved and will be listed on the Cities and Towns page.

    - -

    Cities can be edited or deleted at any time.

    - -

    Viewing Cities on Patron Add Form

    - -

    If you have defined local cities using the New city form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt deleted file mode 100644 index 1a4da29d81..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tt +++ /dev/null @@ -1,58 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Classification Sources

    - -

    Source of classification or shelving scheme is an Authorized Values category that is mapped to field 952$2 and 942$2 in Koha's MARC Bibliographic frameworks.

    - -

    Commonly used values of this field are:

    - - - -

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

    - - - -

    Adding/Editing Classification Sources

    - -

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

    - -

    When creating or editing:

    - - - -

    Classification Filing Rules

    - -

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

    - -

    Values that are pre-configured in Koha are:

    - - - -

    Filing rules are mapped to Classification sources. You can setup new filing rules by using the New Filing Rule button. To edit use the Edit link.

    - -

    When creating or editing:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt deleted file mode 100644 index f048e597a9..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Columns settings

    - -

    This administration area will help you hide or display columns on fixed tables throughout the staff client.

    - -

    Clicking on the module you'd like to edit tables for will show you the options available to you.

    - -

    This area lets you control the columns that show several of the modules in Koha. If nothing is hidden you will see no check marks and will see all of the columns when viewing the table.

    - -

    If columns are hidden they will be checked off and hidden when you view the table.

    - -

    You can also toggle columns using the 'Show/Hide Columns' button in the top right of the page you altered the columns for.

    - -

    See the full documentation for Columns settings in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt deleted file mode 100644 index 5fbe108a18..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Currencies and Exchange Rates

    - -

    If you place orders from more than one country you will want to input currency exchange rates so that your acquisitions module will properly calculate totals.

    - -

    Tip: This data is not automatically updated, so be sure to keep it up to date so that your accounting is kept correct.

    - -

    The ISO code you enter will be used when importing MARC files via the staging tools, the tool will attempt to find and use the price of the currently active currency.

    - -

    The active currency is the main currency you use in your library. Your active currency will have a check mark in the 'Active' column. If you don't have an active currency you will see an error message telling you to choose an active currency.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/didyoumean.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/didyoumean.tt deleted file mode 100644 index 2f3a6335c1..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/didyoumean.tt +++ /dev/null @@ -1,22 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Did you mean?

    - -

    Koha can offer 'Did you mean?' options on searches based on values in your authorities.

    - -

    Important Did you mean? only works in the OPAC at this time. The Intranet options are here for future development.

    - -

    Using this page you can control which options Koha gives patrons on their search results.

    - -

    To turn on the 'Did you mean?' bar on your search results you need to check the box next to each plugin you would like to use. The two plugins you have to choose from are:

    - - - -

    If you want one plugin to take priority over another you simply drag it above the other.

    - -

    See the full documentation for the Did you mean? feature in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/edi_accounts.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/edi_accounts.tt deleted file mode 100644 index ccf1a36765..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/edi_accounts.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Vendor EDI accounts

    - -

    From here you can set up the information needed to connect to your acquisitions vendors

    - -

    Note: Before you begin, you must set up at least one Vendor in Acquisitions.

    - -

    To add account information, click the 'New account' button.

    - -

    Enter your vendor information in the form that appears.

    - -

    Each vendor will have one account.

    - -

    See the full documentation for EDI accounts in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/edi_ean_accounts.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/edi_ean_accounts.tt deleted file mode 100644 index 3ef7c9da32..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/edi_ean_accounts.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Library EANs

    - -

    A library EAN is the identifier the vendor gives the library to send back to them so they know which account to use when billing. One EDI account can have multiple EANs.

    - -

    To add an EAN, click the 'New EAN' button.

    - -

    In the form that appears, enter the information provided by your vendor.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt deleted file mode 100644 index 62f29fa332..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tt +++ /dev/null @@ -1,25 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Keyword to MARC Mapping

    - -

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

    - -

    At this time the only keyword in use is 'subtitle.'

    - -

    Using this tool you can define what MARC field prints to the detail screen of the bibliographic record using keywords. The following example will use the subtitle field.

    - -

    Using the Framework pull down menu, choose the Framework you would like to apply this rule to. For example, the subtitle for books can be found in the 245$b field.

    - -

    However the subtitle for DVDs appears in 245$p

    - -

    Using this tool you can tell Koha to print the right field as the subtitle when viewing the bibliographic record in the OPAC.

    - -

    This tool can be used to chain together pieces of the record as well. If you want the series number to show in the title on your search results you simply have to map 490 $v to 'subtitle' along with the 245 $b.

    - -

    Tip: Chain together the fields you want to show after the item title in the order in which you want them to appear.

    - -

    Future developments will include additional keyword assigned fields.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt deleted file mode 100644 index 141aa5fa9a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Item Circulation Alerts

    - -

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

    - -

    These preferences are set based on patron categories and item types.

    - -

    Important: These preference can be overwritten by changes in the individual patron's messaging preferences.

    - -

    To set up circulation alerts:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/items_search_fields.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/items_search_fields.tt deleted file mode 100644 index ba719132fd..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/items_search_fields.tt +++ /dev/null @@ -1,25 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Item search fields help

    - -

    From here you can add custom search fields to the item search option in the staff client.

    - -

    To add a new search term simply fill in the 'Add a new field' area:

    - - - -

    Once your new field is added it will be visible at the top of this page and on the item search page

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt deleted file mode 100644 index aeb93d7024..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tt +++ /dev/null @@ -1,62 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Item Types

    - -

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

    - -

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

    - -

    Adding Item Types

    - -

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

    - - - -

    Editing Item Types

    - -

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

    - -

    You will not be able to edit the code you assigned as the 'Item Type' but you will be able to edit the description for the item.

    - -

    Deleting Item Types

    - -

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

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt deleted file mode 100644 index c10b1e23f4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Koha to MARC mapping

    - -

    While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database. Koha to MARC mapping is used to tell Koha where to find these values in the MARC record. In many cases you will not have to change the default values set during installation. If you decide to change mappings here, make sure that you know what you are doing! We would recommend to test such changes first in a non-production environment.

    - -

    Historically, the Koha to MARC mappings have been the same throughout all frameworks. But note that it was possible (before) to add or remove a mapping in an individual framework via Administration/MARC bibliographic framework. Since we now consider the Default framework as authoritative for these mappings, this form shows the mappings in Default and applies changes to all other frameworks.

    - -

    The mappings are found in three tables: biblio, biblioitems and items.

    - -

    In order to add a mapping for a specific Koha field, click the Add button on the corresponding line in the table. You will be asked to enter a field number and a subfield code. In order to remove a specific mapping, click the Remove button on the corresponding line. Both changes (add, delete) are applied immediately.

    - -

    The tool now supports multiple mappings too for one Koha field. As an example, you can connect copyrightdate to 260$c as well as 264$c (the RDA equivalent). Since a record normally only contains only one of them, this one value will be found in copyrightdate. (Multiple values would be saved, separated by vertical bars.) Note that you cannot add/remove mappings for biblionumber, biblioitemnumber or itemnumber. You are not recommended to change them.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt deleted file mode 100644 index d7f979fe80..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt +++ /dev/null @@ -1,122 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    MARC Bibliographic Frameworks Subfields

    - -

    Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field

    - - - -

    To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt deleted file mode 100644 index 02af1d2466..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marctagstructure.tt +++ /dev/null @@ -1,25 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    MARC Bibliographic Frameworks Tags

    - -

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

    - -

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

    - -

    Enter the information about your new tag:

    - - -

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

    - -

    To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor. The process of entering the settings for the new subfield is the same as those found in the editing subfields in frameworks section of the manual.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt deleted file mode 100644 index 5d89149189..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/matching-rules.tt +++ /dev/null @@ -1,51 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Record Matching Rules

    - -

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

    - -

    The rules that you set up here will be referenced with you Stage MARC Records for Import.

    - -

    To create a new matching rule:

    - - - -

    Sample Record Matching Rule: Control Number

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt deleted file mode 100644 index 16fd5a1289..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_set_mappings.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    OAI-PMH Sets Mappings Configuration

    - -

    Here you can define how a set will be build (what records will belong to this set) by defining mappings. Mappings are a list of conditions on record content. A record only need to match one condition to belong to the set.

    - -

    Defining a mapping

    - -
      -
    1. Fill the fields 'Field', 'Subfield', 'Operator' and 'Value'. For example if you want to include in this set all records that have a 999$9 equal to 'XXX'. Fill 'Field' with 999, 'Subfield' with 9, 'Operator' with is equal to and 'Value' with XXX.
      2. -
    2. If you want to add another condition, click on 'OR' button and repeat step 1.
      3. -
    3. Click on 'Save'
      4. -
    - -

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

    - -

    Note: Actually, a condition is true if value in the corresponding subfield is strictly 'equal' or 'not equal' to what is defined if 'Value'. A record having 999$9 = 'XXX YYY' will not belong to a set where condition is 999$9 = 'XXX'.

    - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt deleted file mode 100644 index d363a59072..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/oai_sets.tt +++ /dev/null @@ -1,34 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    OAI-PMH Sets Configuration

    - -

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

    - -

    Create a set

    - -
      -
    1. Click on the link 'Add a new set'
      2. -
    2. Fill the mandatory fields 'setSpec' and 'setName'
      3. -
    3. Then you can add descriptions for this set. To do this click on 'Add description' and fill the newly created text box. You can add as many descriptions as you want.
      4. -
    4. Click on 'Save' button'
      5. -
    - -

    Modify a set

    - -

    To modify a set, just click on the link 'Modify' on the same line of the set you want to modify. A form similar to set creation form will appear and allow you to modify the setSpec, setName and descriptions.

    - -

    Delete a set

    - -

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

    - -

    Define mappings

    - -

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

    - -

    Build sets

    - -

    Once you have configured all your sets, you have to build the sets. This is done by calling the script misc/migration_tools/build_oai_sets.pl.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt deleted file mode 100644 index 8e56c65b70..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tt +++ /dev/null @@ -1,76 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron Attribute Types

    - -

    Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.

    - - - -

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

    - -

    Adding Patron Attributes

    - -

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

    - - - -

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

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

    - -

    Editing/Deleting Patron Attributes

    - -

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

    - -

    Some fields in the attribute will not be editable once created:

    - - - -

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

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt deleted file mode 100644 index 63520f2227..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/preferences.tt +++ /dev/null @@ -1,37 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    System Preferences

    - -

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

    - -

    System preferences can be searched (using any part of the preference name or description) using the search box on the 'Administration' page or the search box at the top of each system preferences page.

    - -

    When editing preferences a '(modified)' tag will appear next to items you change until you click the 'Save All' button

    - -

    After saving your preferences you'll get a confirmation message telling you what preferences were saved

    - -

    Each section of preferences can be sorted alphabetically by clicking the small down arrow to the right of the word 'Preference' in the header column

    - -

    Each of the tabs on the left holds several different preferences:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt deleted file mode 100644 index aa5f8d0c39..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt +++ /dev/null @@ -1,164 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Circulation and Fines Rules

    - -

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

    - -

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

    - - - -

    The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.

    - - - -

    If you are a single library system choose your branch name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)

    - -

    Important: At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron categories then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron categories to avoid this holds issue. Koha needs to know what rule to fall back on.

    - -

    Default Circulation Rules

    - -

    Using the circulation and fine rules matrix you can define rules that depend on patron/item type combinations. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all libraries)

    - -

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

    - - - -

    When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron category and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.

    - -

    To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.

    - -

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

    - -

    Default Checkouts and Hold Policy

    - -

    You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.

    - -

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

    - - - -

    Checkouts Per Patron

    - -

    For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.

    - -

    Tip: If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.

    - -

    Item Hold Policies

    - -

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

    - -

    The various Hold Policies have the following effects:

    - - - -

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

    - -

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

    - -

    The various Return Policies have the following effects:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tt deleted file mode 100644 index 27c043f1c9..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Local Use System Preferences

    - -

    System preferences not defined in other tabs.

    - -

    Some may have been defined just for your library.

    - -

    Always contains Version preference, please do not change it manually. - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/transport-cost-matrix.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/transport-cost-matrix.tt deleted file mode 100644 index 2ba8b36ea5..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/transport-cost-matrix.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Transport cost matrix

    - -

    The Transport cost matrix lets a library system define relative costs to transport books to one another. In order for the system to use this matrix you must first set the UseTransportCostMatrix preference to 'Use'.

    - -

    Costs are decimal values between some arbitrary maximum value (e.g. 1 or 100) and 0 which is the minimum (no) cost. For example, you could just use the distance between each library in miles as your 'cost', if that would accurately reflect the cost of transferring them. Perhaps post offices would be a better measure. Libraries sharing a post office would have a cost of 1, adjacent post offices would have a cost of 2, etc.

    - -

    To enter transport costs simply click in the cell you would like to alter, uncheck the 'Disable' box and enter your 'cost'

    - -

    After entering in your cost, hit 'Enter' on your keyboard or click the 'Save' button at the bottom of the matrix to save your changes.

    - -

    See the full documentation for the Transport Cost Matrix in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt deleted file mode 100644 index 9c73637dfc..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tt +++ /dev/null @@ -1,104 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Z39.50/SRU Servers

    - -

    Z39.50 and SRU are client–server protocols for searching and retrieving information from remote computer databases, in short tools used for copy cataloging. Using Koha you can connect to any Z39.50/SRU target that is publicly available or that you have the log in information to and copy both bibliographic and/or authority records from that source. (Note that not all SRU targets will offer bibliographic information in MARC format.)

    - -

    Koha comes with a default list of Z39.50/SRU targets set up that you can add to, edit or delete.

    - -

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

    - -

    Add a Z39.50/SRU Target

    - -

    From the main Z39.50/SRU page, click 'New Z39.50 Server' or 'New SRU server'.

    - - -

    Using XSLT file(s) to transform the imported records

    -

    When retrieving records from external targets you may wish to automate some - changes to those records. XSLT's allow you to do this. Koha ships with some - sample XSLT files ready for use.

    - - -

    Example

    -

    If you want to remove both holdings data and $9 links when importing, you can use:

    - - - - - - - - - -
    SyntaxXSLT configuration
    MARC21/NORMARCDel9LinksExcept952.xsl, Del952.xsl
    UNIMARCDel9LinksExcept995.xsl, Del995.xsl
    - -

    SRU example

    -

    If you want to enter the Library of Congress SRU server, you should at least use the following information. The full URL http://lx2.loc.gov:210/LCDB must be entered as follows:

    - - - - - - -
    Hostlx2.loc.gov
    Port210
    DatabaseLCDB
    SyntaxMARC21/USMARC
    Encodingutf8
    -

    To further refine your searches, you could add the following index names to the SRU search field mappings. To do this, edit the server and click the Modify button next to this field.

    - - - - - - - - -
    Titledc.title
    ISBNbath.isbn
    Anycql.anywhere
    Authordc.author
    ISSNbath.issn
    Subjectdc.subject
    Standard IDbath.standardIdentifier
    - -

    Suggested Bibliographic Z39.50 Targets

    - -

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

    - - -

    Suggested Authority Z39.50 Targets

    - -

    The following targets have been used successfully by other Koha libraries:

    - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tt deleted file mode 100644 index d8389a9dd4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tt +++ /dev/null @@ -1,20 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Authorities

    - -

    Authority records are a way of controlling fields in your MARC records. Using authority records will provide you with control over subject headings, personal names and places.

    - -

    Searching Authorities

    - -

    From the authorities page you can search for existing terms and the bibliographic records they are attached to.

    - -

    From the results you will see the authority record, how many bibliographic records it is attached to, and a delete link (if there are not bibliographic records attached).

    - -

    Clicking on the authority record summary will open the full record and the option to edit the record.

    - -

    If the authority has See Alsos in it you will see those broken out on the search results, clicking the linked headings will run a search for that heading instead.

    - -

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

    - - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tt deleted file mode 100644 index 579942aa9b..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tt +++ /dev/null @@ -1,31 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Adding Authorities

    - -

    To add a new authority record you can either choose the authority type from the 'New Authority' button or search another library by clicking the 'New from Z39.50' button.

    - -

    If you choose to enter a new authority from scratch, the form that appears will allow you to enter all of the necessary details regarding your authority record.

    - -

    To expand collapsed values simply click on the title and the subfields will appear. To duplicate a field or subfield just click the plus sign (+) to the right of the label. To use field helper plugins simply click the ellipsis (...) to the right of the field.

    - -

    When linking authorities to other headings, you can use the authority finder plugin by clicking the ellipsis (...) to the right of the field.

    - -

    From there you can search your authority file for the authority to link. If you can't find the authority to link, you can click the 'Create new' button and add the necessary authority for the link. This plugin also allows for you to choose the link relationship between the authorities.

    - -

    If you choose to search another library for the authority record you will be presented with a search box

    - -

    From the results you can choose the 'Import' link to the right of the record you would like to add to Koha

    - -

    You will then be presented with the form to edit the authority before saving it to your system

    - -

    Editing Authorities

    - -

    Authorities can be edited by clicking on the authority summary from the search results and then clicking the 'Edit' button above the record.

    - -

    Once you've made the necessary edits, simply click 'Save' and all of the records that use this authority record will be updated.

    - -

    To delete an authority record you first must make sure it's not linked to any bibliographic records. If it is not used by any bibliographic records a 'Delete' link will appear to the right of the record on the search results and as a button that appears after clicking on the summary of the authority record.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tt deleted file mode 100644 index 910e5713d9..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Authorities

    - -

    Authority records are a way of controlling fields in your MARC records. Using authority records will provide you with control over subject headings, personal names and places.

    - -

    Searching Authorities

    - -

    From the authorities page you can search for existing terms and the bibliographic records they are attached to.

    - -

    From the results you will see the authority record, how many bibliographic records it is attached to, and a delete link (if there are not bibliographic records attached).

    - -

    Clicking on the authority record summary will open the full record and the option to edit the record.

    - -

    If the authority has See Alsos in it you will see those broken out on the search results, clicking the linked headings will run a search for that heading instead.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/merge.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/merge.tt deleted file mode 100644 index 7a641aceeb..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/merge.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Merge authorities

    - -

    From this screen you can choose to merge two authority records.

    - -

    First you will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.

    - -

    You will be presented with the MARC for both of the records (each accessible by tabs labeled with the authority numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.

    - -

    Once you have completed your selections click the 'merge' button. The primary record will now contain the data you chose for it and the second record will be deleted.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/detail.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/detail.tt deleted file mode 100644 index 890f39be16..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/detail.tt +++ /dev/null @@ -1,9 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Record detail

    - -

    In Koha the bibliographic record contains the main information related to the material. This includes things like the title, author, ISBN, etc. This information is stored in Koha in Marc (different flavors of Marc are supported in Koha). Once this information is saved, items or holdings can be attached.

    - -

    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/catalogue/issuehistory.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/issuehistory.tt deleted file mode 100644 index bd5e0bb898..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/issuehistory.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Checkout History

    - -

    Each bibliographic record keeps a circulation history (with or without the patron information depending on your settings), but each item also has its own circulation history page. To see this, click on the 'Items' tab to the left of the record you are viewing.

    - -

    Below the 'History' heading is a link to 'View item's checkout history,' clicking that will open up the item's history which will look slightly different from the bibliographic record's history page.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/itemsearch.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/itemsearch.tt deleted file mode 100644 index bf1e6bed7e..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/itemsearch.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Item Search

    - -

    If you are looking for specific items you can use the item search engine in the staff client to find them.

    - -

    At the top of the advanced search page in the staff client you will see a link to 'Go to item search'

    - -

    Clicking that link will open up a item specific search engine.

    - -

    Using the search form that is presented you can find a list of specific items that can be output to the screen or to a CSV file. If your results are printed to the screen you will have the option to narrow your search further using filters at the top.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tt deleted file mode 100644 index 031137011d..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Item Details

    - -

    This page provides information regarding all of the items attached to a record.

    - -

    Quick Item Status Updates

    - -

    Often circulation staff need to change the status of an item to Lost or Damaged. This doesn't require you to edit the entire item record. Instead clicking on the item barcode on the checkout summary or checkin history will bring you to an item summary. You can also get to the item summary by clicking on the Items tab to the left of the bib detail page.

    - -

    From this view you can mark an item lost by choosing a lost status from the pull down and clicking the 'Set Status' button.

    - -

    You can also mark an item as damaged by choosing a damaged status from the pull down and clicking the 'Set Status' button.

    - -

    Item Specific Circulation History

    - -

    Each bibliographic record keeps a circulation history (with or without the patron information depending on your settings), but each item also has its own circulation history page. To see this, click on the 'Items' tab to the left of the record you are viewing.

    - -

    Below the 'History' heading is a link to 'View item's checkout history,' clicking that will open up the item's history which will look slightly different from the bibliographic record's history page.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search-history.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search-history.tt deleted file mode 100644 index 5cc8abadc2..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search-history.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Search history

    - -

    If you have your EnableSearchHistory preference set to keep your search history then you can access this information by clicking on your username in the top right of the staff client and choosing 'Search history'.

    - -

    From this page you will see your bibliographic search history and your authority search history.

    - -

    See the full documentation for Search History in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tt deleted file mode 100644 index 74297ec0ee..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tt +++ /dev/null @@ -1,83 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Searching

    - -

    Visit Administration > Global System Preference > Searching to control the settings for the Koha search.

    - -

    Some tips

    - -

    Use the AdvancedSearchTypes preference to control which tabs show for limiting to Item Type, Collection Code and/or Shelving location.

    - -

    Use the AdvancedSearchLanguages preference to control which languages appear in the language pull down filter.

    - -

    Searching Subtypes on the Staff Client

    - -

    Below is a summary of the various pieces of the advanced search limit:

    - -

    Audience

    - -

    The index name is 'aud' and it's derived from 008/22

    - - - -

    Content

    - -

    There are three indexes that comprise Content: 'fic' is derived from 003/33; 'bio' is derived from the 008/34 and 'mus' is derived from LEADER/06. Common values for each of these are:

    - - - -

    Format

    - -

    The index name is 'l-format' and it's an index of positions 007/01 and 007/02. Common values are:

    - - - -

    Additional Content Types

    - -

    The index name is 'ctype' is taken from the 008 and it's where we get the 'additional content types'. It's position 008/24-28 field. Common values are:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] 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 deleted file mode 100644 index 58dbc948e7..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt +++ /dev/null @@ -1,95 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Cataloging

    - -

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

    - - - -

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

    - - - -

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

    - - - -

    Editing records

    - -

    To edit a record you can click 'Edit Biblio' from the search results on the cataloging page or by clicking the Edit button on the Bibliographic Record and choosing 'Edit record'

    - -

    The record will open in the MARC editor

    - -

    The alternative is to search via Z39.50/SRU to overlay your record with a fuller record found at another library. You can do this by choosing 'Replace record via Z39.50/SRU' from the 'Edit' menu.

    - -

    Once you choose that you will be brought to a Z39.50/SRU search window to search other libraries for the record in question.

    - -

    Once you have made your edits (via either method) you can click 'Save' at the top left of the editor.

    - -

    Duplicating records

    - -

    Sometimes a copy of the record you need to catalog can't be found via Z39.50/SRU. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click 'Edit as new (duplicate)' from the 'Edit' menu on the bibliographic record

    - -

    This will open a new MARC record with the fields filled in with the values from the original bibliographic record.

    - -

    Merging records

    - -

    If you would like to merge together multiple records you can do that via the lists tool or from the cataloging search results.

    - -

    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 deleted file mode 100644 index e2c5235dc8..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tt +++ /dev/null @@ -1,35 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Cataloging

    - -

    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.

    - -

    From here you can add new bibliographic records to Koha.

    - -

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

    - - - -

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

    - - - -

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

    - -

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

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    Adding items

    - -

    After saving a new bibliographic record, you will be redirected to a blank item record so that you can attach an item to the bibliographic record. You can also click 'Add holdings' from the cataloging search results or you can add new item at any time by clicking 'New' on the bibliographic record and choosing 'New item'

    - -

    The item edit form will appear:

    - -

    At the very least, if you plan on circulating the item, the following fields should be entered for new items:

    - - - -

    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

    - - - -

    Your added items will appear above the add form once submitted

    - -

    Your items will also appear below the bibliographic details on the bib record display.

    - -

    If you have SpineLabelShowPrintOnBibDetails set to 'Display' then there will also be a link to print a quick spine label next to each item.

    - -

    Editing items

    - -

    Items can be edited in several ways.

    - - - -

    The edit menu is also where items can be deleted from

    - -

    Deleting items

    - -

    There are many ways to delete item records. If you only need to delete one item you can do this by opening up the detail page for the bib record and clicking the 'Edit' button at the top. From there you can choose to 'Edit items'.

    - -

    You will be presented with a list of items and next to each one will be a link labeled 'Delete'. Click that link and if the item is not checked out it will delete that item.

    - -

    If you know that all of the items attached to your record are not currently checked out you can use the 'Delete all items' option under the 'Edit menu' and it will remove all items from the record.

    - -

    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).

    - -[% 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 deleted file mode 100644 index a446cec028..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/linkitem.tt +++ /dev/null @@ -1,32 +0,0 @@ -[% 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.

    - - - -

    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 deleted file mode 100644 index 3862162a17..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Merging items

    - -

    To merge bibliographic records together you will want to go to the Cataloging module and perform a search.

    - -

    If you see duplicates on that search results screen you can check the boxes next to the duplicates and click the 'Merge selected' button at the top of the results. If you choose more than or fewer than 2, you will be presented with an error.

    - -

    Once you have selected the records you want to merge, click the 'Merge selected' button at the top of the list. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge. If the records were created using different frameworks, Koha will also ask you what Framework you would like the newly merged record to use.

    - -

    You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.

    - -

    Should you try to add a field that is not repeatable two times (like choosing the 245 field from both record #1 and #2) you will be presented with an error.

    - -

    Once you have completed your selections click the 'merge' button. The primary record will now CONTAIN the data you chose for it as well as all of the items/holdings from both bib records, and the second record will be deleted.

    -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.

    - -

    Note: If you would like you can also use the Lists tool for merging records together.

    - -

    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 deleted file mode 100644 index 1b8b2f4f02..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Moving items

    - -

    Items can be moved from one bibliographic record to another using the 'Attach item' option

    - -

    Visit the bibliographic record you want to attach the item to and choose 'Attach item' from the 'Edit' menu.

    - -

    Simply enter the barcode for the item you want to move and click 'Select'

    - -

    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).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt deleted file mode 100644 index 64453bec5f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Overdues with fines

    - -

    This report will show you any overdues at your library that have accrued fines on them.

    - -

    If you would like to limit the report you can use the pull down menu at the top to limit to a specific shelving location at your library. To see overdues with fines at other libraries you will have to change your library or log in at that library.

    - -

    Important: If you do not charge fines and/or don't have the fines cron job running you will see no data on this report.

    - -

    See the full documentation for Overdues with Fines in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tt deleted file mode 100644 index e44224be23..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tt +++ /dev/null @@ -1,26 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Transfers

    - -

    If you work in a multi-library system you can transfer items from one library to another by using the Transfer tool. To transfer an item

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt deleted file mode 100644 index 3bead928dd..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tt +++ /dev/null @@ -1,26 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Circulation

    - -

    Circulation functions can be accessed in several different ways. On the main page of the staff client there are some quick links in the center of the page to check items out, in or transfer them. For a complete listing of Circulation functions you can visit the Circulation page which is linked from the top left of every page or from the center of the main page.

    - -

    Before circulating your collection you will want to set your Global System Preferences, Basic Parameters and Patrons & Circulation Rules.

    - -

    While in Circulation you can jump between the tabs on the quick search box at the top of the screen by using the following hot keys:

    - - - -

    Tip: Mac users use the OPTION button in place of ALT

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt deleted file mode 100644 index 06c8f425dc..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tt +++ /dev/null @@ -1,167 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Checking out (Issuing)

    - -

    To check an item out to a patron, first search for that patron using one of the many options listed above. You will then be presented with the checkout screen.

    - -

    If you have chosen to 'Always show checkouts immediately' then you will see the list of checkouts below the check out box.

    - -

    At the top of the Check Out screen is a box for you to type or scan the item's barcode into. - -

    - - -

    Below the box for the barcode you will see a checkbox for 'Automatic renewal'. This will allow this item to automatically renew if the appropriate cron job is running and there are no holds on the item.

    - -

    Below the box for the barcode there may be options for you to override the default due date for the item.

    - - - -

    If you're allowing the checkout of items on site to patrons (these are usually items that are not for loan that you would like to check for in library use) then you will see the 'On-site checkout' checkbox.

    - -

    At the bottom of the page there is a summary of the patron's current checked out items along with the due date (and time if the item is an hourly loan), items checked out today will appear at the top.

    - -

    Tip If the checked out time is listed as 00:00 then the item is a daily loan item. The due time for daily checkouts will show 23:59 which is the last minute of the day.

    - -

    If you checked out an item for on site use you will see that highlighted in red in the checkout summary.

    - -

    If you have set your ExportCircHistory preference, you will also see the option to export the patron's current checkout information using a CSV Profile or ISO2709 (MARC21) format.

    - -

    Also at the bottom of the page is the list of items the patron has on hold

    - -

    From the holds list you can suspend or resume patrons holds using the options at the bottom of the list if you have the SuspendHoldsIntranet preference set to 'allow.'

    - -

    Note: If you have your AutoResumeSuspendedHolds preference set to "Don't allow" then you will not have the option to put an end date on the hold suspension.

    - -

    If there are notes on the patron record these will appear to the right of the checkout box

    - -

    If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron

    - -

    The details of the checkouts will appear on the bib detail page in the staff client as well.

    - -

    Printing Receipts

    - -

    Once you have checked out all of the items for the patron you can print them a receipt by choosing one of two methods.

    - -

    If you have the CircAutoPrintQuickSlip preference set to 'open a print quick slip window' or 'open a print slip window' you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick slip' or the 'Slip.'

    - -

    You can also click the Print button at the top of the screen and choose 'Print slip' or 'Print quick slip'.

    - -

    If you choose 'Print slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Print quick slip' will print only the items that were checked out today.

    - -

    What prints on the slips can be customized by altering the slip templates under the Notices & Slips tool.

    - -

    Clear Patron Information

    - -

    When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the X in the top right of the patron's info to remove the current patron from the screen and start over.

    - -

    If you have the CircAutoPrintQuickSlip preference set to 'clear the screen' then you simply need to hit enter or scan a blank barcode and the screen will be cleared of the current patron.

    - -

    Check Out Messages

    - -

    If you check out an item that has multiple pieces and you have cataloged that information in subfield 3 of the item record (in MARC21) a message will pop up when you check out that item telling you how many pieces should be there.

    - -

    There are times when Koha will prevent the librarian from being able to check out items to a patron. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.

    - - - -

    Check Out Warnings

    - -

    Sometimes checkouts will trigger warning messages that will appear in a yellow box above the check out field. These warnings need to be acknowledged before you will be able to continue checking items out.

    - - - -

    Fast Add Cataloging

    - -

    Sometimes circulation librarians need to quickly add a record to the system for an item they are about to check out. This is called 'Fast Add.' To allow circulation librarians access to the Fast Add Cataloging tool, simply make sure they have the fast_cataloging permissions. There are two ways to add titles via fast add. If you know that you're about to check out an item that isn't in you catalog you can go to the Circulation module and click 'Fast cataloging.'

    - -

    The cataloging interface will open up with the short cataloging record

    - -

    After adding your cataloging data you will be asked to enter item data. Enter the items barcode, collection code, etc and save the item before checking it out.

    - -

    The other way to fast catalog is from the checkout screen. When you enter a barcode at checkout that Koha can't find, it will prompt you to use fast cataloging to add the item to Koha and check it out.

    - -

    Clicking 'Fast cataloging' will bring you to the fast cataloging form where you can enter the title information

    - -

    After clicking 'Save' you will be brought to the item record where the barcode will already be filled in with the barcode you're trying to check out.

    - -

    After clicking the 'Add item' button the item will automatically be checked out the patron you were trying to check the book out to originally.

    - -

    Circulation Messages

    - -

    Circulation messages are short messages that librarians can leave for their patrons or their colleagues that will appear at the time of circulation.

    - -

    Setting up Messages

    - -

    Circulation messages are set up as Authorized Values. To add or edit Circulation Messages you want to work with the BOR_NOTES value.

    - -

    Adding a Message

    - -

    When on the patron's check out tab you will see a link to 'Add a new message' to the right of the check out box.

    - -

    When you click 'Add a new message' you will be asked to choose if the message is for the librarians or the patron and the message you would like to leave.

    - -

    Viewing Messages

    - -

    Circulation messages meant for the staff will appear on the patron's checkout screen.

    - -

    Circulation messages meant for the patron will appear when they log into the OPAC.

    - -

    See the full documentation for Checking Out in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/offline.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/offline.tt deleted file mode 100644 index 985d8b51e3..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/offline.tt +++ /dev/null @@ -1,37 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Offline Circulation

    - -

    If the AllowOfflineCirculation preference is set to 'Enable' the library staff can continue to perform circulation actions within Koha when the system is offline. - -

    Setup

    - -

    Before the first time the system goes offline go to Circulation and choose 'Built-in offline circulation interface'

    - -

    And synchronize your data on every circulation computer by clicking the 'Synchronize' link on the right of the screen.

    - -

    This will allow you download a local copy of your patrons and circulation data. Click the 'Download records' link at the top of the page to synchronize your data.

    - -

    Once your data is downloaded you will see the dates your data was last synced to the right of each data set.

    - -

    This should be done regularly in preparation for any unexpected connection losses.

    - -

    Circulating

    - -

    When your system goes offline visit the Offline Circulation page in Koha and click 'Check out' or 'Check in' to perform offline actions.

    - -

    Checking out is done by searching for the patron by barcode or name at the top of the 'Check out' screen. After selecting a patron you will be presented with the synced patron info, including fines and check outs.

    - -

    Scan the barcode of the item you would like to check out and enter a due date. If you don't enter a due date Koha will prompt you for one.

    - -

    Once the item is checked out it will appear below the patron's info.

    - -

    Once the system is back online visit the Synchronize page on the Offline Circulation module and click 'Upload transactions'

    - -

    Upload transactions

    - -

    After the files are uploaded you can click 'View pending offline circulation actions' on the right to process the actions.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/on-site_checkouts.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/on-site_checkouts.tt deleted file mode 100644 index de5aa1f328..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/on-site_checkouts.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Pending on-site checkouts

    - -

    If you are using the on site checkouts functionality (OnSiteCheckouts) then you'll have a report to view all items that are currently checked out on site.

    - -

    This will list the due date (overdues in red), who has the item, item information and what library the item is at.

    - -

    See the full documentation for Pending on-site checkouts in the manual (online).

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    Overdues

    - -

    This report will list all items that are overdue at your library.

    - -

    The report can be filtered using the menu options found on the left of the report.

    - -

    Important: For libraries with a large patron base, this report may take a significant amount of time to run.

    - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt deleted file mode 100644 index daa12c9cd0..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Holds to pull

    - -

    This report will show you all of the items that have holds on them that are available at the library for pulling. If the items are available at multiple libraries then all libraries with that item available will see the hold to pull until one library triggers the hold.

    - -

    You can limit the results you see by using the Refine box on the left side of the page

    - -

    See the full documentation for Holds to Pull in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/renew.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/renew.tt deleted file mode 100644 index 746ebca6f1..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/renew.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Renew

    - -

    Checked out items can be renewed (checked out for another period of time) based on your circulation rules and renewal preferences.

    - -

    To renew an item from this page you scan the barcodes of the items you would like to renew.

    - -

    If the barcode is not found or the item is not actually checked out you will be presented with an error. Otherwise the item is renewed and you will receive a confirmation message.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt deleted file mode 100644 index 7d4310de82..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tt +++ /dev/null @@ -1,9 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Hold ratios

    - -

    Hold ratios help with collection development. Using this report you will be able to see how many of your patrons have holds on items and whether you should buy more. By default it will be set to the library needing 3 items per hold that has been placed. The report will tell you how many additional items need to be purchased to meet this quota.

    - -

    See the full documentation for Hold Ratios in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt deleted file mode 100644 index 0ab2332f8b..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tt +++ /dev/null @@ -1,79 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Checking in (Returning)

    - -

    Checking in items can be performed from various different locations

    - - - -

    Checking Items In

    - -

    To check an item in scan the barcode for the item into the box provided. A summary of all items checked in will appear below the checkin box

    - -

    If you are checking items in that were put in the book drop while the library was closed you can check the 'Book drop mode' box before scanning items. This will effectively roll back the returned date to the last date the library was open.

    - - - -

    You can also choose to forgive all overdue charges for items you are checking in by checking the 'Forgive overdue charges' box before scanning items.

    - -

    If you have the SpecifyReturnDate preference set to 'Allow' you will be able to arbitrarily set the return date from below the check in box.

    - -

    Check In Messages

    - -

    There are several messages that can appear when checking items in:

    - - - -

    Receiving Holds

    - -

    When items that are on hold are checked in or out the system will remind the circulation librarian that the item is on hold and offer them options for managing the hold.

    - -

    When you check in an item that has a hold on it the system will ask you to either confirm and transfer the item or just confirm the hold

    - -

    Clicking the Confirm button will mark the item as on hold for the patron. If the item needs to be transferred the item will also be marked as in transit to the proper library. Clicking 'Ignore' will retain the hold, but allow you to check the item out to another patron. Choosing to confirm and print will present you with a printable page that you can slip inside the book with the necessary hold and/or transfer information.

    - -

    Once confirmed the hold will show on the patron record and on the checkout screen under the 'Hold' tab.

    - -

    The item record will also show that the item is on hold.

    - -

    In some cases a patron may come in to pick up a hold for their partner (or someone else in their household). In this case you want to make sure that the hold is cancelled when you check the item out to someone else. When trying to check out an item that is already waiting for someone else you will be presented with a warning message.

    - -

    From here you can check the item out to the patron at the desk and cancel the hold for the patron.

    - -

    See the full documentation for Checking In in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt deleted file mode 100644 index 8c35b49fda..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Set library

    - -

    By default you will enter the staff client as if you are at your home library. This library will appear in the top right of the Staff Client.

    - -

    This is the library that all circulation transactions will take place at. If you are at another library (or on a bookmobile) you will want to set your library before you start circulating items. To do this you can click 'Set' at the top right or on the Circulation page.

    - -

    Once you have saved your changes you new library will appear in the top right.

    - -

    See the full documentation for Setting your Library in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt deleted file mode 100644 index 132b01b5ec..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Transfers to receive

    - -

    This report will list all of the items that Koha thinks are in transit to your library.

    - -

    If your transfers are late in arriving at your library you will see a message stating how late your items are.

    - -

    Important: An item is considered late based on the number of days you have entered in the TransfersMaxDaysWarning system preference.

    - -

    See the full documentation for Transfers to Receive in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt deleted file mode 100644 index 00d872e6b5..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Holds queue

    - -

    This report will show you all of the holds at your library.

    - -

    To generate this report, you must have the Build Holds Queue cron job running. This cron job is a script that should be run periodically if your library system allows borrowers to place on-shelf holds. This script decides which library should be responsible for fulfilling a given hold request.

    - -

    It's behavior is controlled by the system preferences StaticHoldsQueueWeight and RandomizeHoldsQueueWeight.

    - -

    If you do not want all of your libraries to participate in the on-shelf holds fulfillment process, you should list the the libraries that *do* participate in the process here by inputting all the participating library's branchcodes, separated by commas ( e.g. "MPL,CPL,SPL,BML" etc. ).

    - -

    By default, the holds queue will be generated such that the system will first attempt to hold fulfillment using items already at the pickup library if possible. If there are no items available at the pickup library to fill a hold, build_holds_queue.pl will then use the list of libraries defined in StaticHoldsQueueWeight. If RandomizeHoldsQueueWeight is disabled ( which it is by default ), the script will assign fulfillment requests in the order the libraries are placed in the StaticHoldsQueueWeight system preference.

    - -

    For example, if your system has three libraries, of varying sizes ( small, medium and large ) and you want the burden of holds fulfillment to be on larger libraries before smaller libraries, you would want StaticHoldsQueueWeight to look something like "LRG,MED,SML".

    - -

    If you want the burden of holds fulfillment to be spread out equally throughout your library system, simply enable RandomizeHoldsQueueWeight. When this system preference is enabled, the order in which libraries will be requested to fulfill an on-shelf hold will be randomized each time the list is regenerated.

    - -

    Leaving StaticHoldsQueueWeight empty is contraindicated at this time. Doing so will cause the build_holds_queue script to ignore RandomizeHoldsQueueWeight, causing the script to request hold fulfillment not randomly, but by alphabetical order.

    - -

    See the full documentation for the Holds Queue in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt deleted file mode 100644 index 635b622315..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Holds awaiting pickup

    - -

    This report will show all of the holds that are waiting for patrons to pick them up.

    - -

    Items that have been on the hold shelf longer than you normally allow (based on the ReservesMaxPickUpDelay preference value) will appear on the 'Holds Over' tab, they will not automatically be cancelled unless you have set the cron job to do that for you, but you can cancel all holds using the button at the top of the list.

    - -

    See the full documentation for Holds Awaiting Pickup in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/add_items.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/add_items.tt deleted file mode 100644 index d364635ee3..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/add_items.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Add/edit course items

    - -

    Before adding reserve materials you will need at least one course to add them to. To add materials visit the Course Reserves module.

    - -

    Click on the title of the course you would like to add materials to.

    - -

    At the top of the course description click the 'Add reserves' button to add titles to this reserve list. You will be asked to enter the barcode for the reserve item.

    - -

    After you are done scanning the barcodes to add to the course you can see them on the course page.

    - -

    See the full documentation for adding items to Course reserves in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course-details.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course-details.tt deleted file mode 100644 index 80db03779b..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course-details.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Course details

    - -

    The course reserves module in Koha allows you to temporarily move items to 'reserve' and assign different circulation rules to these items while they are being used for a specific course.

    - -

    The details page will show you the items you have on reserve for your course. From here you can add/remove items and edit the course.

    - -

    See the full documentation for Course reserves in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course-reserves.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course-reserves.tt deleted file mode 100644 index 8a813d34e6..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course-reserves.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Course reserves

    - -

    The course reserves module in Koha allows you to temporarily move items to 'reserve' and assign different circulation rules to these items while they are being used for a specific course.

    - -

    Course Reserves Setup

    - -

    Before using Course Reserves you will need to do some set up.

    - -

    First you will need to enable course reserves by setting the UseCourseReserves preference to 'Use'.

    - -

    Next you will need to have all of your course instructors added as patrons.

    - -

    Next you will want to add a couple of new authorized values for Departments and Terms.

    - -

    You may also want to create new item types, collection codes and/or shelving locations to make it clear that the items are on reserve to your patrons. You will also want to be sure to confirm that your circulation and fine rules are right for your new item types (whether they be hourly or daily loans).

    - -

    See the full documentation for Course reserves in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course.tt deleted file mode 100644 index 744e7ac6d3..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/course_reserves/course.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Add/edit a course

    - -

    Once you have completed your set up for Course Reserves you can start creating courses and adding titles to the reserve list.

    - -

    From the main course reserves page you can add a new course by clicking the 'New course' button at the top left.

    - -

    Your new course will need a Department, Number and Name at the bare minimum. You can also add in additional details like course section number and term. To link an instructor to this course simply start typing their name and Koha will search your patron database to find you the right person.

    - -

    Once the instructor you want appears just click their name and they will be added. You can repeat this for all instructors on this course. Each instructor will appear above the search box and can be removed by clicking the 'Remove' link to the right of their name.

    - -

    If you would like your course to show publicly you'll want to be sure to check the 'Enabled?' box before saving your new course.

    - -

    Once your course is saved it will show on the main course reserves page and be searchable by any field in the course.

    - -

    See the full documentation for adding Course reserves in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tt deleted file mode 100644 index 4f9529f605..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/edithelp.tt +++ /dev/null @@ -1,43 +0,0 @@ -[% USE raw %] -[% USE Asset %] -[% INCLUDE 'doc-head-open.inc' %] -Online help -[% Asset.js("lib/tiny_mce/tiny_mce.js") | $raw %] - -[% INCLUDE intranetstylesheet.inc %] -[% Asset.css("css/help.css") | $raw %] - - -

    Online Help

    -[% IF ( error ) %] -
    [% error | html %]
    -[% END %] -
    - - - -
    Cancel
    -
    - - - diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tt deleted file mode 100644 index fd1716d57c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tt +++ /dev/null @@ -1,27 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Batches

    - -

    Batches are made up of the barcodes you would like to print. Once in this tool you can search for the item records you would like to print out labels for.

    - -

    Add a Batch

    - -

    Batches can be created in one of two ways. The first is to click the 'Create Label Batch' link on the 'Staged MARC Management' page

    - -

    The other is to choose to create a new batch from the label creator tool

    - -

    You will be brought to an empty batch with an 'Add item(s)' button at the top of the page. Clicking 'Add item(s)' will open a search window for you to find the items you want to add to the batch.

    - -

    From the search results, click the check box next to the items you want to add to the batch and click the 'Add checked' button. You can also add items one by one by clicking the 'Add' link to the left of each item.

    - -

    Once you have added all of the items click the 'Done' button. The resulting page will list the items you have selected.

    - -

    To print your labels, click the 'Export Batch' button. To print only some of the labels, click the 'Export Item(s)' button. Either way you will be presented with a confirmation screen where you can choose your template and layout.

    - -

    You will then be presented with three download options: PDF, Excel, and CSV.

    - -

    After saving your file, simply print to the blank labels you have in your library.

    - -

    See the full documentation for Label Batches in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tt deleted file mode 100644 index 3bc7442fe8..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Layouts

    - -

    A layout is used to define the fields you want to appear on your labels.

    - -

    Add a Layout

    - -

    To add a new layout, you want to click on the 'Layouts' button at the top of your page and choose 'New Layout'

    - -

    Using the form that appears you can create a profile to fix any problems with your template.

    - -

    After saving, your layouts will appear on the 'Manage Layouts' page.

    - -

    See the full documentation for Label Layouts in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tt deleted file mode 100644 index 8d6cac84a0..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tt +++ /dev/null @@ -1,33 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Profiles

    - -

    A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each label, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

    - -

    If your labels are printing just the way you want, you will not need a profile.

    - -

    Add a Profile

    - -

    To add a new profile, you want to click on the 'Profiles' button at the top of your page and choose 'New Profile'

    - -

    Using the form that appears you can create a profile to fix any problems with your template.

    - - - -

    After saving, your profiles will appear on the 'Manage Profiles' page.

    - -

    Once you have saved your new profile, you can return to the list of templates and choose to edit the template that this profile is for.

    - -

    See the full documentation for Label Profiles in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tt deleted file mode 100644 index a23c534dad..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tt +++ /dev/null @@ -1,35 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Templates

    - -

    A template is based on the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up a Koha, this information may be on the packaging, and if not it can usually be found on the vendor's website.

    - -

    Add a Template

    - -

    To add a new template, you want to click on the 'Templates' button at the top of your page and choose 'New Template'

    - -

    Using the form that appears you can define the template for your sheet of labels or cards.

    - - - -

    After saving, your templates will appear on the 'Manage Templates' page.

    - -

    See the full documentation for Label Templates in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tt deleted file mode 100644 index 069e0fd273..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tt +++ /dev/null @@ -1,46 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Label Creator

    - -

    The Label Creator allow you to use layouts and templates which you design to print a nearly unlimited variety of labels including barcodes. Here are some of the features of the Label Creator module:

    - - - -

    At the top of each screen within the Label Creator, you will see a toolbar allowing quick access to relevant functions. The menu to the left of each screen also allows easy access to the different sections of the Label Creator. The breadcrumb trail near the top of each screen will give specific indication as to where you are within the Label Creator module and allow quick navigation to previously traversed sections. And finally, you can find more detailed information on each section of the Label Creator by clicking the online help link at the upper left-hand corner of every page.

    - -

    The developers of the Label Creator module hope you will find this an extremely useful tool in the course of your cataloging work. You are encouraged to submit any enhancement requests as well as any bugs via Koha Project Bugzilla.

    - -

    Templates

    - -

    A template is based on the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up a Koha, this information may be on the packaging, and if not it can usually be found on the vendor's website.

    - -

    Profiles

    - -

    A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each label, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

    - -

    If your labels are printing just the way you want, you will not need a profile.

    - -

    Layouts

    - -

    A layout is used to define the fields you want to appear on your labels.

    - -

    Batches

    - -

    Batches are made up of the barcodes you would like to print. Once in this tool you can search for the item records you would like to print out labels for.

    - -

    See the full documentation for the Label Creator in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-manage.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-manage.tt deleted file mode 100644 index 52dd410ce1..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-manage.tt +++ /dev/null @@ -1,105 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Manage Labels

    - -

    Layouts

    - -

    A layout is used to define the fields you want to appear on your labels.

    - -

    Add a Layout

    - -

    To add a new layout, you want to click on the 'Layouts' button at the top of your page and choose 'New Layout'

    - -

    Using the form that appears you can create a profile to fix any problems with your template.

    - -

    After saving, your layouts will appear on the 'Manage Layouts' page.

    - -

    See the full documentation for Label Layouts in the manual (online).

    - -

    Templates

    - -

    A template is based on the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up a Koha, this information may be on the packaging, and if not it can usually be found on the vendor's website.

    - -

    Add a Template

    - -

    To add a new template, you want to click on the 'Templates' button at the top of your page and choose 'New Template'

    - -

    Using the form that appears you can define the template for your sheet of labels or cards.

    - - - -

    After saving, your templates will appear on the 'Manage Templates' page.

    - -

    See the full documentation for Label Templates in the manual (online).

    - -

    Profiles

    - -

    A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each label, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

    - -

    If your labels are printing just the way you want, you will not need a profile.

    - -

    Add a Profile

    - -

    To add a new profile, you want to click on the 'Profiles' button at the top of your page and choose 'New Profile'

    - -

    Using the form that appears you can create a profile to fix any problems with your template.

    - - - -

    After saving, your profiles will appear on the 'Manage Profiles' page.

    - -

    Once you have saved your new profile, you can return to the list of templates and choose to edit the template that this profile is for.

    - -

    See the full documentation for Label Profiles in the manual (online).

    - -

    Batches

    - -

    Batches are made up of the barcodes you would like to print. Once in this tool you can search for the item records you would like to print out labels for.

    - -

    Add a Batch

    - -

    Batches can be created in one of two ways. The first is to click the 'Create Label Batch' link on the 'Staged MARC Management' page

    - -

    The other is to choose to create a new batch from the label creator tool

    - -

    You will be brought to an empty batch with an 'Add item(s)' button at the top of the page. Clicking 'Add item(s)' will open a search window for you to find the items you want to add to the batch.

    - -

    From the search results, click the check box next to the items you want to add to the batch and click the 'Add checked' button. You can also add items one by one by clicking the 'Add' link to the left of each item.

    - -

    Once you have added all of the items click the 'Done' button. The resulting page will list the items you have selected.

    - -

    To print your labels, click the 'Export Batch' button. To print only some of the labels, click the 'Export Item(s)' button. Either way you will be presented with a confirmation screen where you can choose your template and layout.

    - -

    You will then be presented with three download options: PDF, Excel, and CSV.

    - -

    After saving your file, simply print to the blank labels you have in your library.

    - -

    See the full documentation for Label Batches in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tt deleted file mode 100644 index dccb9c6805..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tt +++ /dev/null @@ -1,16 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Quick Spine Label Creator

    - -

    Tip: This tool does not use the label layouts or templates, it simply prints a spine label in the first spot on the label sheet.

    - - - -

    To use this tool you simply need the barcode for the book you'd like to print the spine label for.

    - -

    See the full documentation for Quick Spine Label Creator in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tt deleted file mode 100644 index 5543e19f85..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/mainpage.tt +++ /dev/null @@ -1,30 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Welcome to Koha

    - -

    If this is your first time logging into Koha, you should now go to Koha Administration and set up all system preferences, patron categories, item types and libraries. You should also review the other settings found in Administration.

    - -

    Once you have set up patron categories, you should create a new user in the Patrons module with superlibrarian permissions. Once that user is created, you should log in as that user rather than the root user which is set up as part of installation.

    - -

    Here are some other places to look for more information about how to proceed:

    - - - -

    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: Your online help will be overwritten by the new Help when there is an upgrade. 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: 

    [% themelang | html %]/modules/help

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt deleted file mode 100644 index eed45bba02..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron fines

    - -

    The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

    - -

    Charging Fines/Fees

    - -

    Most fees and fines will be charged automatically if the fines cron job is running:

    - - - -

    Printing Invoices

    - -

    To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/discharge.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/discharge.tt deleted file mode 100644 index ed1181933a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/discharge.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron discharges

    - -

    A discharge is a certificate that says the patron has no current checkouts, no holds and owe no money. To enable this option on the patron record you need to set the useDischarge system preference to 'Allow'.

    - -

    Note: In France a "quitus" ("discharge") is needed if you want to register for an account in a library or a university).

    - -

    Note: Academic libraries often require that you have a clear record at the library before you can graduate.

    - -

    To generate a discharge for a patron click the 'Discharge' tab on the left of the patron record

    - -

    If the patron can have a discharge generated then it will have a button that says 'Generate discharge'

    - -

    If not then you'll see an error explaining why you can't discharge the patron.

    - -

    Once the letter is generated you will have a PDF to download

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt deleted file mode 100644 index 176e0df9a6..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron files

    - -

    If you set the EnableBorrowerFiles preference to 'Do' the Files tab will be visible on the patron information page.

    - -

    From here you can upload files to attach to the patron record.

    - -

    All files that are uploaded will appear above a form where additional files can be uploaded from.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt deleted file mode 100644 index c00c431f04..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt +++ /dev/null @@ -1,16 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Create manual credit

    - -

    Manual credits can be used to pay off parts of fines, or to forgive a fine amount.

    - - - -

    See the full documentation for Creating Manual Credits in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt deleted file mode 100644 index 670a030834..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Create manual invoice

    - -

    For fees that are not automatically charged, librarians can create a manual invoice

    - - -

    See the full documentation for Creating Manual Invoices in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt deleted file mode 100644 index e5b0c58478..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt +++ /dev/null @@ -1,527 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron permissions

    - -

    Patron Permissions are used to allow staff members access to the staff client.

    - -

    Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

    - -

    Setting Patron Permissions

    - -

    To set patron permissions, you must first have a patron of the 'Staff' type open

    - - - -

    Patron Permissions Defined

    - - - -

    Granular Circulate Permissions

    - -

    If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

    - - - -

    Granular Parameters Permissions

    - -

    If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:

    - - - -

    Granular Holds Permissions

    - -

    If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

    - - - -

    Granular Cataloging Permissions

    - -

    If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

    - - - -

    Granular Acquisitions Permissions

    - -

    If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

    - - - -

    Granular Serials Permissions

    - -

    If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

    - - - -

    Granular Tools Permissions

    - -

    If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

    - - - -

    Granular Reports Permissions

    - -

    If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

    - - - -

    Granular Lists Permissions

    - -

    All staff members have permission to access lists. This section only needs to be checked off if you want to give permission to a staff member to delete public lists that they have no created themselves.

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt deleted file mode 100644 index 0380a19a00..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt +++ /dev/null @@ -1,16 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Change Patron Password

    - -

    Patron passwords are not recoverable. The stars show on the patron detail next to the Password label are always there even if a password isn't set. If a patron forgets their password the only option is to reset their password. To change the patron's password, click the 'Change Password' button

    - - - -

    The default minimum password length is 3 characters long. To change this value, update your system preferences.

    - -

    See the full documentation for Editing Patrons in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt deleted file mode 100644 index 481a3454ce..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt +++ /dev/null @@ -1,65 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron search

    - -

    Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by any part of their name or their card number.

    - -

    Clicking the small plus sign [+] to the right of the search box will open up an advanced patron search with more filters including the ability to limit to a specific category and/or library.

    - -

    You can also filter your patron results using the search options on the left hand side of the page.

    - -

    Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.

    - - - -

    You can also choose to either search for fields that start with the string you entered or contain the string. Choosing 'Contains' will work like a wildcard search.

    - -

    You can also choose how your results will be sorted by using the 'Order by' pull down menu at the end of the form.

    - -

    You can also browse through the patron records by clicking on the linked letters across the top.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt deleted file mode 100644 index 35db294b9f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt +++ /dev/null @@ -1,91 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Add patrons

    - -

    Patron categories belong to one of six overreaching categories in Koha.

    - - - -

    Add a new Patron

    - -

    Patrons are added by going to the 'Patrons' module.

    - - - -

    If the system suspects this patron is a duplicate of another it will warn you.

    - -

    Add a Staff Patron

    - -

    All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions

    - -

    Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

    - -

    See the full documentation for Adding Patrons in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt deleted file mode 100644 index 7a26f45d0e..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt +++ /dev/null @@ -1,67 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patrons

    - -

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

    - -

    Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by any part of their name or their card number.

    - -

    Clicking the small plus sign [+] to the right of the search box will open up an advanced patron search with more filters including the ability to limit to a specific category and/or library.

    - -

    You can also filter your patron results using the search options on the left hand side of the page.

    - -

    Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.

    - - - -

    You can also choose to either search for fields that start with the string you entered or contain the string. Choosing 'Contains' will work like a wildcard search.

    - -

    You can also choose how your results will be sorted by using the 'Order by' pull down menu at the end of the form.

    - -

    You can also browse through the patron records by clicking on the linked letters across the top.

    - -

    See the full documentation for the Patrons module in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt deleted file mode 100644 index 32d5108498..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Update patron records

    - -

    If you are allowing patrons to edit their accounts via the OPAC with the OPACPatronDetails preference then you will need to approve all changes via the staff client before they're applied. If there are patron edits awaiting action they will appear on the staff client dashboard below the modules list (along with other items awaiting action).

    - -

    When you click the 'Patrons requesting modifications' link you will be brought to a list of patrons with requested changes.

    - -

    From here you can 'Approve' and apply the changes to the patron record, 'Delete' and remove the changes or 'Ignore' and keep the changes pending to review later.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt deleted file mode 100644 index 71d2fded1c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt +++ /dev/null @@ -1,144 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron details

    - -

    When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.

    - -

    Check Out

    - -

    For instruction on checking items out click the Check Out tab and read the help file there.

    - -

    Details

    - -

    All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron. In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.

    - - - -

    Below the patron's information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold.

    - -

    If they have family at the library staff can see what the other family members have checked out.

    - -

    Fines

    - -

    The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

    - -

    Routing Lists

    - -

    A list of all of the serial routing lists the patron belongs to will be accessible via the 'Routing Lists' tab on the patron record.

    - -

    On this tab you will be able to see and edit all of the routing lists that this patron is on.

    - -

    Circulation History

    - -

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    - -

    Modification Log

    - -

    If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification Log will show all changes made to the patron record.

    - - - -

    Notices

    - -

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    - -

    Clicking on the message title will expand the view to show you the full text of the message that was sent.

    - -

    Statistics

    - -

    Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron's circulation actions.

    - -

    Files

    - -

    If you set the EnableBorrowerFiles preference to 'Do' the Files tab will be visible on the patron information page.

    - -

    From here you can upload files to attach to the patron record.

    - -

    All files that are uploaded will appear above a form where additional files can be uploaded from.

    - -

    Purchase Suggestions

    - -

    If the patron has made any purchase suggestions you will see a purchase suggestions tab on the patron record.

    - -

    From here you can see all suggestions made by the patron and their status, you can also create a purchase suggestion on the patron's behalf by clicking the 'New purchase suggestion' button at the top.

    - -

    Learn more about Purchase suggestions in the Acquisitions chapter of the manual.

    - -

    Patron discharges

    - -

    A discharge is a certificate that says the patron has no current checkouts, no holds and owe no money. To enable this option on the patron record you need to set the useDischarge system preference to 'Allow'.

    - -

    Note: In France a "quitus" ("discharge") is needed if you want to register for an account in a library or a university).

    - -

    Note: Academic libraries often require that you have a clear record at the library before you can graduate.

    - -

    To generate a discharge for a patron click the 'Discharge' tab on the left of the patron record

    - -

    If the patron can have a discharge generated then it will have a button that says 'Generate discharge'

    - -

    If not then you'll see an error explaining why you can't discharge the patron.

    - -

    Once the letter is generated you will have a PDF to download

    - -

    Editing Patrons

    - -

    Patrons in Koha can be edited using one of many edit buttons.

    - - - -

    Duplicate a Patron

    - -

    Sometimes when you're adding a new family to your system you don't want to type the contact information over and over. Koha allows for you to duplicate a patron and change only the parts you want to (or need to) change.

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt deleted file mode 100644 index 633a55e545..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron notices

    - -

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    - -

    Clicking on the message title will expand the view to show you the full text of the message that was sent.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt deleted file mode 100644 index 13886efcf3..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt +++ /dev/null @@ -1,62 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Pay and Writeoff Fines

    - -

    Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

    - - - -

    See the full documentation for Paying Fines in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt deleted file mode 100644 index 13886efcf3..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt +++ /dev/null @@ -1,62 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Pay and Writeoff Fines

    - -

    Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

    - - - -

    See the full documentation for Paying Fines in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/purchase-suggestions.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/purchase-suggestions.tt deleted file mode 100644 index ead5c18afd..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/purchase-suggestions.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron's Purchase Suggestions

    - -

    If the patron has made any purchase suggestions you will see a purchase suggestions tab on the patron record.

    - -

    From here you can see all suggestions made by the patron and their status, you can also create a purchase suggestion on the patron's behalf by clicking the 'New purchase suggestion' button at the top.

    - -

    Learn more about Purchase suggestions in the Acquisitions chapter of the manual.

    - -

    See the full documentation for the Patron's Purchase Suggestions in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt deleted file mode 100644 index 0065865899..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron circulation history

    - -

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    - -

    If you would like to export a list of barcodes for the items checked in today you can find that option under the More menu on the top right of the page.

    - -

    This will generate a text file with one barcode per line.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt deleted file mode 100644 index e6d413726b..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron routing lists

    - -

    A list of all of the serial routing lists the patron belongs to will be accessible via the 'Routing Lists' tab on the patron record.

    - -

    On this tab you will be able to see and edit all of the routing lists that this patron is on.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt deleted file mode 100644 index d0cf866b3d..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt +++ /dev/null @@ -1,9 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron statistics

    - -

    Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron's circulation actions.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tt deleted file mode 100644 index 443a7d01dc..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/nohelp.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Online help

    - -

    Sorry, there is no help available for this topic, please refer to the Koha [% helpVersion | html %] manual (online).

    - -
    - - - -
    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/list.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/list.tt deleted file mode 100644 index e3b24f7c09..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/list.tt +++ /dev/null @@ -1,25 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Offline circulation

    - -

    From this page you can manage offline circulation actions tracked in the Firefox plugin found at: https://addons.mozilla.org/en/firefox/addon/koct/, the Windows Offline Circulation tool found at http://kylehall.info/index.php/projects/koha/koha-offline-circulation/ or the built in Koha Offline Circulation tool.

    - -

    When you use the 'Commit to Koha' option in the Firefox plugin, the 'View pending offline circulation actions' after uploading your *.koc file or uploading your Koha offline circulation transactions you will come to this page to manage the data.

    - -

    Once all of the logs from all of the circulation computers are loaded you will be able to check them all or select just those you want to process into Koha.

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tt deleted file mode 100644 index 3e91a92e38..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/offline_circ/process_koc.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Upload offline circulation file (*.koc)

    - -

    The Offline Circulation Utility can be downloaded at: http://kylehall.info/index.php/projects/koha/koha-offline-circulation/

    - -

    The offline circulation tool for Windows will generate a KOC file that you can upload into Koha once your system comes back up.

    - -

    On the Circulation menu click 'Upload offline circulation file (.koc)'

    - -

    Browse your computer for the *.koc file

    - -

    Once the file is uploaded, click the process the file

    - -

    When this is complete you'll be able to upload another file or tend to pending offline circulation actions.

    - -

    You can also tend to pending circulation actions by going to Circulation > Pending offline circulation actions.

    - -

    See the full documentation for Uploading the Offline Circulation File in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patron_lists/lists.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patron_lists/lists.tt deleted file mode 100644 index 2789257b9f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patron_lists/lists.tt +++ /dev/null @@ -1,19 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron lists

    - -

    Patron lists are a way to store a group of patrons for easy modification via the batch patron modification tool or reporting.

    - -

    To create a new list of patrons click the 'New patron list' button

    - -

    Enter a list name and save the list.

    - -

    To add patrons to the list click the 'Add patron's button to the right of the list name.

    - -

    Enter the patron's name or cardnumber in the search box and click on the right result to add the patron.

    - -

    Once you have all of the patrons you would like to add you can click the 'Update' button to save them to the list.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-batch.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-batch.tt deleted file mode 100644 index ed8e85685c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-batch.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Batches

    - -

    A batch is a collection of patrons for whom you want to generate cards.

    - -

    Add a Batch

    - -

    To add a new batch, you want to click on the 'Batches' button at the top of your page and choose 'New Batch'

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-layout.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-layout.tt deleted file mode 100644 index fe076163cd..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-layout.tt +++ /dev/null @@ -1,36 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Layouts

    - -

    A layout defines the text and images that will be printed on to the card and where it will appear.

    - -

    Add a Layout

    - -

    To add a new layout, you want to click on the 'Layouts' button at the top of your page and choose 'New Layout'

    - -

    Using the form that appears you can create a profile to fix any problems with your template.

    - - - -

    After saving, your layouts will appear on the 'Manage Layouts' page.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-profile.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-profile.tt deleted file mode 100644 index bc4c320e12..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-profile.tt +++ /dev/null @@ -1,33 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Profiles

    - -

    A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each card, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

    - -

    If your cards are printing just the way you want, you will not need a profile.

    - -

    Add a Profile

    - -

    To add a new profile, you want to click on the 'Profiles' button at the top of your page and choose 'New Profile'

    - -

    Using the form that appears you can create a profile to fix any problems with your template.

    - - - -

    After saving, your profiles will appear on the 'Manage Profiles' page.

    - -

    Once you have saved your new profile, you can return to the list of templates and choose to edit the template that this profile is for.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-template.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-template.tt deleted file mode 100644 index e129a5beed..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/edit-template.tt +++ /dev/null @@ -1,30 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Templates

    - -

    A template is the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up a Koha, this information may be on the packaging, and if not it can usually be found on the vendor's website.

    - -

    Add a Template

    - -

    To add a new template, you want to click on the 'Templates' button at the top of your page and choose 'New Template'

    - -

    Using the form that appears you can define the template for your sheet of labels or cards.

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/home.tt deleted file mode 100644 index 789a7b5f9f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/home.tt +++ /dev/null @@ -1,22 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron Card Creator

    - -

    The Patron Card Creator allow you to use layouts and templates which you design to print a nearly unlimited variety of patron cards including barcodes. Here are some of the features of the Patron Card Creator module:

    - - - -

    At the top of each screen within the Patron Card Creator, you will see a toolbar allowing quick access to relevant functions. The menu to the left of each screen also allows easy access to the different sections of the Patron Card Creator. The breadcrumb trail near the top of each screen will give specific indication as to where you are within the Patron Card Creator module and allow quick navigation to previously traversed sections. And finally, you can find more detailed information on each section of the Patron Card Creator by clicking the online help link at the upper left-hand corner of every page.

    - -

    The developers of the Patron Card Creator module hope you will find this an extremely useful tool. You are encouraged to submit any enhancement requests as well as any bugs via Koha Project Bugzilla.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/image-manage.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/image-manage.tt deleted file mode 100644 index efbe348072..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/image-manage.tt +++ /dev/null @@ -1,25 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Manage Images

    - -

    Upload additional images to use as logo, decoration or background on a patron card layout.

    - -

    Images uploaded using this tool will appear on the menu when creating patron card layouts. You are limited in how many images you can upload (not counting patron images) by the ImageLimit system preference.

    - -

    Images must be under 500k in size.

    - -

    Pictures uploaded with this tool should be at least 300dpi which is the minimum quality for a printable image.

    - -

    In the center of the screen is a simple upload form, simply browse for the file on your computer and give it a name you'll recognize later.

    - -

    Once the file is uploaded you will be presented with a confirmation message.

    - -

    All uploaded images will be listed on the right hand side of this page.

    - -

    To delete one or multiple of these images, click the checkbox to the right of each image you want to delete and click the 'Delete' button.

    - -

    To replace an image, delete it, upload a new file and give it the same image name.

    - -

    See the full documentation for Managing Images in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/manage.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/manage.tt deleted file mode 100644 index 0aea6a6d37..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/patroncards/manage.tt +++ /dev/null @@ -1,22 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Layouts

    - -

    A layout defines the text and images that will be printed on to the card and where it will appear.

    - -

    Profiles

    - -

    A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each card, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

    - -

    Templates

    - -

    A template is the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up a Koha, this information may be on the packaging, and if not it can usually be found on the vendor's website.

    -

    To print to a duplex card printer you need a '1 up template' (1 row / 1 column) and for both card sides a separate layout.

    - -

    Batches

    - -

    A batch is a collection of patrons for whom you want to generate cards.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/plugins/plugins-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/plugins/plugins-home.tt deleted file mode 100644 index d5c7d31345..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/plugins/plugins-home.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Plugins

    - -

    Koha's Plugin System allows for you to add additional tools and reports to Koha that are specific to your library. Plugins are installed by uploading KPZ ( Koha Plugin Zip ) packages. A KPZ file is just a zip file containing the perl files, template files, and any other files necessary to make the plugin work.

    - -

    The plugin system needs to be turned on by a system administrator and should only managed by those who understand Perl and the way data connects within Koha.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/plugins/plugins-upload.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/plugins/plugins-upload.tt deleted file mode 100644 index 2310e0698f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/plugins/plugins-upload.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Upload Koha plugin

    - -

    Koha's plugin system allows for you to add additional tools and reports to Koha that are specific to your library. Plugins are installed by uploading KPZ ( Koha Plugin Zip ) packages. A KPZ file is just a zip file containing the perl files, template files, and any other files necessary to make the plugin work.

    - -

    Important: Only install plugins from trusted sources.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tt deleted file mode 100644 index 3908fe579d..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Acquisitions statistics

    - -

    Using the form provided, choose which value you would like to appear in the Column and which will appear in the Row.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    When generating your report, note that you get to choose between counting or summing the values.

    - -

    Choosing amount will change your results to appear as the sum of the amounts spent.

    - -

    See the full documentation for Acquisitions Statistics in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tt deleted file mode 100644 index c060d71c5a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patrons with the most checkouts

    - -

    This report will simply list the patrons who have the most checkouts.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for the Patrons with the most Checkouts report in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tt deleted file mode 100644 index 17b0425d29..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patrons with no checkouts

    - -

    This report will list for you the patrons in your system who haven't checked any items out.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for the Patrons with no Checkouts report in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tt deleted file mode 100644 index 4a1ff5ee7a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron statistics

    - -

    Using the form provided, choose which value you would like to appear in the Column and which will appear in the Row.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    Based on your selections, you may see some query information above your results table. You can also choose to export to a file that you can manipulate to your needs.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tt deleted file mode 100644 index 01215f4698..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Most circulated items

    - -

    This report will simply list the items that have the been checked out the most.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for the Most Circulation Items report in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tt deleted file mode 100644 index 028a5f34e2..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Items with no checkouts

    - -

    This report will list items in your collection that have never been checked out.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for the Items with no Checkouts report in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tt deleted file mode 100644 index 7341bccbea..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Catalog statistics

    - -

    Using the form provided, choose which value you would like to appear in the Column and which will appear in the Row.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for Catalog Statistics in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tt deleted file mode 100644 index 2939679981..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Reports dictionary

    - -

    The report dictionary is a way to pre-define common filters you'd like to apply to your reports. This is a good way to add in filters that the report wizard doesn't include by default. To add a new definition, or filter, click 'New Definition' on the Reports Dictionary page and follow the 4 step process.

    - -

    Step 1: Name the definition and provide a description if necessary

    - -

    Step 2: Choose the module that the will be queried.

    - -

    Step 3: Choose columns to query from the tables presented.

    - -

    Step 4: Choose the value(s) from the field(s). These will be automatically populated with options available in your database.

    - -

    Confirm your selections to save the definition.

    - -

    Your definitions will all appear on the Reports Dictionary page

    - -

    Then when generating reports on the module you created the value for you will see an option to limit by the definition at the bottom of the usual filters.

    - -

    See the full documentation for the Reports Dictionary in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tt deleted file mode 100644 index 4ab933663e..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tt +++ /dev/null @@ -1,200 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Add a custom report

    - -

    Guided report wizard

    - -

    The guided report wizard will walk you through a six step process to generate a report.

    - -

    Step 1: Choose the module you want to report on. This will determine what tables and fields are available for you to query.

    - -

    'Report is public' should be left to the default of 'No' in most cases. A report can be made public if you intend to allow access to it through the JSON webservice interface. This is a system that can be used by developers to make custom presentations of the data from the report, for example displaying it using a graphing API. To learn more speak to your local developer.

    - -

    Step 2: Choose a report type. For now, Tabular is the only option available.

    - -

    Step 3: Choose the fields you want in your report. You can select multiple fields and add them all at once by using CTRL+Click on each item you want to add before clicking the Add button.

    - -

    Step 4: Choose any limits you might want to apply to your report (such as item types or branches). If you don't want to apply any limits, simply click Next instead of making an option.

    - -

    Step 5: Perform math functions. If you don't want to do any calculations, simply click Next instead of making an option.

    - -

    Step 6: Choose data order. If you want the data to print out in the order it's found in the database, simply click Finish.

    - -

    When you are finished you will be presented with the SQL generated by the report wizard. From here you can choose to save the report by clicking 'Save' or copy the SQL and make edits to it by hand.

    - -

    If you choose to save the report you will be asked to name your report, sort it in to groups and subgroups and enter any notes regarding it.

    - -

    Once your report is saved it will appear on the 'Use Saved' page with all other saved reports.

    - -

    From here you can make edits, run the report, or schedule a time to have the report run. To find the report you created you can sort by any of the columns by clicking the on the column header (creation date is the best bet for finding the report you just added). You can also filter your results using the filter menu on the left or use the tabs to find reports based on your custom groups.

    - -

    Report from SQL

    - -

    In addition to the report wizard, you have the option to write your own queries using SQL. To find reports written by other Koha users, visit the Koha Wiki: http://wiki.koha-community.org/wiki/SQL_Reports_Library. You can also find your database structure in /installer/data/mysql/kohastructure.sql or online at: http://schema.koha-community.org.

    - -

    To add your query, click the link to 'Create from SQL' on the main reports module or the 'New report' button at the top of the 'Saved reports' page.

    - -

    Fill in the form presented

    - - -

    Note: There is a limit of 10,000 records put on SQL statements entered in Koha. To get around this you want to add 'LIMIT 100000' to the end of your SQL statement (or any other number above 10,000.

    - -

    Once everything is entered click the 'Save Report' button and you'll be presented with options to run it. Once a report is saved you do not have to recreate it you can simply find it on the Saved Reports page and run or edit it.

    - -

    Duplicate Report

    - -

    Reports can also be added by duplicating an existing report. Visit the 'Saved reports' page to see all of the reports listed on your system.

    - -

    To the right of every report there is an 'Actions' pull down. Clicking that and choose 'Duplicate' to use an existing report as the basis for your new report. That will populate the new report form with the existing SQL for easy editing and resaving.

    - -

    Edit Custom Reports

    - -

    Every report can be edited from the reports lists. To see the list of reports already stored in Koha, click 'Use Saved.'

    - -

    To find the report you'd like to edit you can sort by any of the columns by clicking the on the column header. You can also filter your results using the filter menu on the left or use the tabs to find reports based on your custom groups.

    - -

    From this list you can edit any custom report by clicking 'Actions' to the right of the report and choosing 'Edit' from the menu that appears.

    - -

    The form to edit the report will appear.

    - -

    Running Custom Reports

    - -

    Once custom reports are saved to Koha, you can run them by going to the Saved Reports page and clicking the 'Actions' button to the right of the report and choosing 'Run'.

    - -

    When you report runs you will either be asked for some values or you will see the results right away

    - -

    From the results you can choose to rerun the report by clicking 'Run report' at the top, edit the report by clicking the 'Edit' button or starting over and creating a new report by using the 'New' button. You can also download your results by choosing a file type at the bottom of the results next to the 'Download the report' label and clicking 'Download.'

    - -

    Tip: A Comma Separated Text file is a CSV file and it can be opened by any spreadsheet application.

    - -

    DB table value for reports

    - -

    Question: What do the codes in the accounttype field in the accountlines table stand for?

    - -

    Answer:

    - - - -

    Question: What are the possible codes for the type field in the statistics table?

    - -

    Answer:

    - - - -

    Question: What are the possible codes for the found field in the reserves and old_reserves tables?

    - -

    Answer:

    - - - -

    Question: What are the possible codes for the area field in the reports_dictionary table?

    - -

    Answer:

    - - - -

    Question: What are the possible codes for the message_type field in the messages table?

    - -

    Answer:

    - - - -

    Question: What are the possible codes for the status field in the serial table?

    - -

    Answer:

    - - - -

    See the full documentation for Custom Reports in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tt deleted file mode 100644 index 00eb6196d1..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Average loan time

    - -

    This report will list the average time items are out on loan based on the criteria you enter

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for the Average Loan Time report in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tt deleted file mode 100644 index b27b4761a6..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Circulation statistics

    - -

    Using the form provided, choose which value you would like to appear in the Column and which will appear in the Row.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    Tip: To get a complete picture of your monthly or daily circulation, you can run the report twice, once for 'Type' of 'Checkout' and again for 'Renewal.'

    - -

    This report uses 'Period,' or date, filtering that allows you to limit to a month by simply selecting the first day of the first month through the first day of the next month. For example, 10/1 to 11/1 to find statistics for the month of October. - -

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tt deleted file mode 100644 index 324e7227d6..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Lost items

    - -

    This one-step report will show you how many items of each item type are currently in your library or libraries.

    - - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tt deleted file mode 100644 index d97b9f4431..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Catalog by item type

    - -

    This report will list the total number of items of each item type per library.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for the Catalog by Item type report in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tt deleted file mode 100644 index 51d6a3e2e2..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tt +++ /dev/null @@ -1,24 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Reports

    - -

    Koha's reporting module allows you to gather data from your system. There are two main types of reports: - -

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reserves_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reserves_stats.tt deleted file mode 100644 index c24035f836..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reserves_stats.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Holds statistics

    - -

    Note: These reports are limited in what data they can look at, so it's often recommended to use custom reports for official end of the year statistics.

    - -

    Using the form provided you can see statistics for holds placed, filled, cancelled and more at your library. From the form choose what value you want to display in the column and what value to show in the row. You can also choose from the filters on the far right of the form.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for Holds Statistics in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/serials_stats.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/serials_stats.tt deleted file mode 100644 index 675fae96aa..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/serials_stats.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Serials statistics

    - -

    Using the form provided, choose how you would like to list the serials in your system.

    - -

    If you choose to output to the browser your results will print to the screen.

    - -

    You can also choose to export to a file that you can manipulate to your needs.

    - -

    See the full documentation for Serials Statistics in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tt deleted file mode 100644 index eb5f921590..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tt +++ /dev/null @@ -1,65 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Holds

    - -

    Placing Holds in Staff Client

    - -

    There are several ways to place holds from the staff client. The most obvious is using the 'Place Hold' button at the top of any bibliographic record.

    - -

    You can also click the smaller 'Place Hold' link found at the top of your catalog search results, or the 'Holds' link found below each result.

    - -

    You will be asked to search for a patron by barcode or any part of their name to start the hold process.

    - -

    If you'd like to search for the patron first and then the bib record for the hold, you can open the patron record and click on the 'Search to Hold' button at the top of the patron record.

    - -

    After clicking the button you will be brought to the catalog search page where you can find the book(s) you want to place a hold on. Under each title on the results you'll see an option to 'Hold for Patron Name.'

    - -

    If you want to place a hold on multiple items, simply check the boxes to the left of them and click the arrow to the right of the 'Place Hold' button.

    - -

    Depending on how many items you choose to place a hold on at once you will see a different place hold form. If you are placing a hold on one bibliographic record you will see a list of all of the items you can place a hold on.

    - - - -

    If you're placing a hold on multiple items you will be presented with the next available option for all titles. If no items are available for hold it will say so on the confirmation screen.

    - -

    Once your hold is placed, if you'd like to have Koha forget that you used the 'Search to Hold' function, you can choose to have Koha 'forget' the patron's name by clicking the arrow to the right of the 'Place Hold' button on the search results and choosing the 'Forget' option.

    - -

    Managing Holds

    - -

    Holds can be altered and cancelled from the Holds tab found on the left of the bibliographic record.

    - -

    From the list of holds you can change the order of the holds, the pickup location and/or cancel the hold.

    - -

    Note If you have your AutoResumeSuspendedHolds preference set to "Don't allow" then you will not have the option to put an end date on the hold suspension

    - -

    Note Depending on how you have your HidePatronName system preference set the list may show card numbers instead of names in the Patron column like in the image above.

    - -

    To rearrange or delete holds, simply make a selection from the 'Priority' pull down or click the arrows to the right of the priority pull down.

    - -

    To delete or cancel a hold, choose 'del' from the menu or click the red 'X' to the right of the hold line.

    - -

    If you use the priority pull down to rearrange or delete holds you will need to click the 'Update hold(s)' button to save your changes.

    - -

    Clicking the down arrow to the right of the hold will stick the hold at the bottom of the list even if more requests are made.

    - -

    For example, your library has home-bound patrons that are allowed to keep books out for months at a time. It would not be fair to other patrons if a home-bound patron were able to check out a brand new book and keep it for months. For this reason, the home-bound patron's hold request would stay at the bottom of the queue until everyone else who wanted to read that book has already done so.

    - -

    If a patron asks to have their hold suspended you can do so by clicking the Suspend button to far right. If the patron gives you a date for the items to become unsuspended you can enter that in the date box and click the 'Update hold(s)' button to save your changes.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tt deleted file mode 100644 index 29535468bc..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Comments

    - -

    All comments added by patrons via the OPAC to bibliographic records require moderation by the librarians. If there are comments awaiting moderation they will be listed on the main staff dashboard under the Tools label

    - -

    To moderate comments click on the notification on the main dashboard or go directly to the Comments Tool and click 'Approve' or 'Delete' to the right of the comments awaiting moderation.

    - -

    If there are no comments to moderate you will see a message saying just that

    - -

    You can also review and unapprove comments you have approved in the past by choosing the 'Approved comments' tab

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/rotating_collections/rotatingCollections.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/rotating_collections/rotatingCollections.tt deleted file mode 100644 index 33d1812cd2..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/rotating_collections/rotatingCollections.tt +++ /dev/null @@ -1,37 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Rotating Collections

    - -

    Rotating Collections is a tool for managing collections of materials that frequently get shifted from library to library. It adds the ability to store not only an item's home library and current location, but also information about where it is supposed to be transferred to next to ensure that all items in the collection are sent to the correct library. When an item in a rotating collection is checked in, library staff are notified that the item is part of a rotating collection and which branch it should be sent to if it is not at the correct one.

    - -

    Important: AutomaticItemReturn (system preference) must be set to "Don't automatically transfer items to their home library when they are returned" for Rotating Collections to function properly.

    - - - -
    - -

    Transfer a Rotating Collection

    - -

    Transferring a collection will:

    - - -

    You can transfer a collection in one of two ways:

    - - -

    Important: In order to complete the transfer process, the library receiving the rotating collection should check in all items from the collection as they receive them. This will clear the transfer so that the items are no longer shown as being "in transit".

    - -

    If an item in a rotating collection is checked in at a library other than the one it is supposed to be transferred to, a notification will appear notifying library staff that the item is part of a rotating collection, also letting them know where the item needs to be sent.

    - -

    See the full documentation for Rotating Collections in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt deleted file mode 100644 index c9dac83dc1..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Check Serial Expiration

    - -

    When adding serials you enter a subscription length, using the check expiration tool you can see when your subscriptions are about to expire. To use the tool click the link to 'Check expiration' on the serials menu.

    - -

    In the form that appears you need to enter at least a date to search by.

    - -

    In your results you will see all subscriptions that will expire before the date you entered. From there you can choose to view the subscription further or renew it in one click.

    - -

    See the full documentation for Checking Serial Expiration in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt deleted file mode 100644 index 1edf8615c0..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt +++ /dev/null @@ -1,17 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Serials Claims

    - -

    Koha can send email messages to your serial vendors if you have late issues. To the left of the main serials page there is a link to 'Claims'

    - -

    The links to claims also appears to the left of the subscription detail page

    - -

    If you don't have a claim notice defined yet you will see a warning message that you need to first define a notice.

    - -

    Clicking 'Claims' will open a report that will ask you to choose from your various serial vendors to generate claims for late issues.

    - -

    From the list of late issues you can choose which ones you want to send a claim email to by clicking the checkbox to the left of late issue, choosing the notice template to use and clicking the 'Send notification' button.

    - -

    See the full documentation for Serial Claims in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/routing.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/routing.tt deleted file mode 100644 index e6592c6ca6..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/routing.tt +++ /dev/null @@ -1,23 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Routing Lists

    - -

    A routing list is a list of people who receive the serial before it goes to the shelf. When setting up your serial subscription you want to be sure to pick 'Routing List' from the 'Patron Notification' pull down.

    - -

    When on the subscription page you will see a link to the left that reads 'Create Routing List.'

    - -

    Clicking that link will bring you to the menu to add a new routing list.

    - -

    From here you want to click 'Add recipients' in order to add people to the routing list. In the menu that appears you can filter patrons by part of their name, their library and/or patron category.

    - -

    Clicking 'Add' to the right of each name will add them to the routing list. When you have chosen all of the people for the list, click the 'Close' link to be redirected to the routing list.

    - -

    If the list looks the way you expect it to, then click 'Save'. Next you will be brought to a preview of the routing list. To print the list click 'Save and preview routing slip.' This will open a printable version of the list.

    - -

    If RoutingListAddReserves is set to on then patrons listed in the routing list will automatically be added to the holds list for the issue.

    - -

    To see a list of all of the routing lists a specific patron is on visit the Routing Lists tab on their patron record.

    - -

    See the full documentation for Routing Lists in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt deleted file mode 100644 index bf7abca91c..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Serial Collection

    - -

    This page shows a short summary of the subscription along with all of the issues that have been received, are expected, or marked late.

    - -

    From here you can choose to edit specific issue or receive new issues.

    - -

    To edit or receive an issue, simply check the box in the 'Edit' column and click the 'Edit Serial' button.

    - -

    If you are adding multiple issues at once or if the latest expected issue is late, you can click the 'Generate Next' button to generate the next issue based on the subscription pattern.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt deleted file mode 100644 index e19a57cfa5..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt +++ /dev/null @@ -1,29 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Receiving Serials

    - -

    Issues can be marked as received from several locations. To find a subscription, use the search box at the top of the Serials page to search for the serial you'd like to receive issues for

    - -

    From the search results you can click the 'Serial Receive' link or you can click on the subscription title and then click the 'Receive' button.

    - -

    The final way to receive serials is from the 'Serial Collection' page. To the left of the Subscription summary page there is a menu with a link to 'Serial Collection'

    - -

    From the page that opens up you can click 'Edit Serial' with the issue you want to receive checked.

    - -

    All three of these options will open up the issue receive form:

    - - - -

    If you are receiving multiple issues at once, or have marked an issue as 'Late' or 'Missing' there you can click the 'Generate Next' button below the list of issues.

    - -

    Clicking this button will generate the next issue for you and mark the previously expected issue as 'Late' automatically. You can then check the 'Edit' box to the right of each issue and edit the status on multiple issues at once.

    - -

    See the full documentation for Receiving a Serial in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt deleted file mode 100644 index e014987856..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Serials

    - -

    The serials module assists in managing your serial subscriptions (journals, magazines, and newspapers).

    - -

    You can search for existing subscriptions by using the search box at the top of the page. You can search for any part of the serial title or ISSN.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt deleted file mode 100644 index 361cf40283..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt +++ /dev/null @@ -1,107 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Add A New Serial Subscription

    - -

    If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record the form will include the bib info).

    - - - - -Once that data is filled in you can click 'Next' to enter the prediction pattern information. - - - -

    Click 'Save Subscription' to save the information you have entered.

    - -

    See the full documentation for Adding a Subscription in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt deleted file mode 100644 index 363f6c376a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Subscription Detail

    - -

    This page shows you all of the information about your subscription including issue history.

    - -

    From here you can edit your subscription, renew it and/or receive issues.

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-frequencies.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-frequencies.tt deleted file mode 100644 index b190b55394..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-frequencies.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Serial Frequencies

    - -

    Koha keeps a record of publication frequencies for easy management and duplication.

    - -

    From this page you can view all of the existing frequencies in your system and create new ones.

    - -

    See the full documentation for Serial Frequencies in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-numberpatterns.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-numberpatterns.tt deleted file mode 100644 index 3fe0283593..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-numberpatterns.tt +++ /dev/null @@ -1,13 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Serial Numbering Patterns

    - -

    Every time you create a new numbering pattern in serials you can save it for later use. These patterns are accessible via the Manage numbering patterns page.

    - -

    This page will list for you the numbering patterns you have saved in the past as well as a few canned patterns.

    - -

    It will also allow you to create a new numbering pattern without first adding a subscription. To add a new pattern click 'New numbering pattern' at the top of the list of patterns.

    - -

    See the full documentation for Serial Numbering Patterns in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/suggestion.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/suggestion.tt deleted file mode 100644 index e6352210b4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/suggestion.tt +++ /dev/null @@ -1,43 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Purchase suggestions

    - -

    Depending on your settings in the suggestion system preference, patrons may be able to make purchase suggestions via the OPAC. When a suggestion is waiting for library review, it will appear on the Acquisitions home page under the vendor search.

    - -

    It will also appear on the main staff dashboard under the module labels

    - -

    Clicking 'Manage suggestions' will take you to the suggestion management tool. If there are no pending suggestions you can access the suggestion management tool by clicking the 'Manage suggestions' link on the menu on the left of the Acquisitions page.

    - -

    Your suggestions will be sorted into several tabs: Accepted, Pending, Checked, Ordered and/or Rejected. Each accepted or rejected suggestion will show the name of the librarian who managed the suggestion and the reason they gave for accepting or rejecting it (found under 'Status').

    - -

    An 'Accepted' suggestion is one that you have marked as 'Accepted' using the form below the suggestions. A 'Pending' suggestion is one that is awaiting action from the library. A 'Checked' suggestion is one that has been marked as 'Checked' using the form before the suggestions. An 'Ordered' suggestion is on that has been ordered using the 'From a purchase suggestion' link in your basket. A 'Rejected' suggestion is one that you have marked at 'Rejected' using the form below the list of suggestions.

    - -

    For libraries with lots of suggestions, there are filters on the left hand side of the Manage Suggestions page to assist in limiting the number of titles displayed on the screen.

    - -

    Clicking on the blue headings will expand the filtering options and clicking '[clear]' will clear all filters and show all suggestions.

    - -

    Tip: The suggestions page will automatically be limited to suggestions for your library. To see information for all (or any other) libraries click on the 'Acquisition information' filter and change the library.

    - -

    When reviewing 'Pending' suggestions you can choose to check the box next to the item(s) you want to approve/reject and then choose the status and reason for your selection. You can also choose to completely delete the suggestion by checking the 'Delete selected' box.

    - -

    Another option for libraries with long lists of suggestions is to approve or reject suggestions one by one by clicking on the title of the suggestion to open a summary of the suggestion, including information if the item was purchased.

    - -

    Clicking 'edit' to the right of the suggested title will open a suggestion editing page.

    - -

    From this form you can make edits to the suggestion (adding more details or updating incorrect information provided by the patron). You can also choose to accept or reject the suggestion on an individual basis.

    - - - -

    Reasons for accepting and rejecting suggestions are defined by the SUGGEST authorized value.

    - -

    If you choose 'Others...' as your reason you will be prompted to enter your reason in a text box. Clicking 'Cancel' to the right of the box will bring back the pull down menu with authorized reasons.

    - -

    Once you have clicked 'Submit' the suggestion will be moved to the matching tab. The status will also be updated on the patron's account in the OPAC and an email notice will be sent to the patron using the template that matches the status you have chosen.

    - -

    Customization: You can create additional custom suggestion statuses by creating new authorized values of the category SUGGEST_STATUS.

    - -

    See the full documentation for Purchase Suggestions in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/list.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/list.tt deleted file mode 100644 index 00adfadb0d..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/list.tt +++ /dev/null @@ -1,11 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Tag list

    - -

    This list shows you all of the titles tagged with the term you clicked on.

    - -

    To remove a tag from a specific title, simply click the 'Remove tag' button to the right of the title.

    - -

    See the full documentation for Tag Moderation in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tt deleted file mode 100644 index 468fc45a37..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tags/review.tt +++ /dev/null @@ -1,25 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Tags

    - -

    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. If there are tags awaiting moderation they will be listed on the main staff dashboard under the module labels.

    - -

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

    - - - -

    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.

    - -

    See the full documentation for Tag Moderation in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batchMod.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batchMod.tt deleted file mode 100644 index 2802ee27be..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batchMod.tt +++ /dev/null @@ -1,35 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Batch modify items

    - -

    This tool will allow you to modify a batch of item records in Koha.

    - -

    From the tool you can choose to upload a file of barcodes or item ids, or you can scan items one by one into the box below the upload tool. Once you have your file uploaded or the barcodes listed you can click 'Continue.'

    - -

    You will be presented with a summary of the items you want to modify. From here you can uncheck the items you don't want to modify before making changes in the form below. You can also hide columns you don't need to see to prevent having to scroll from left to right to see the entire item form.

    - -

    Using the edit form you can choose which fields to make edits to. By checking the checkbox to the right of each field you can clear the values in that field for the records you are modifying.

    - -

    Once you have made you changes you will be presented with the resulting items.

    - -

    Tip: You can also edit items on one bib record in a batch by going to the bib record and clicking Edit > Edit items in batch

    - -

    Batch Delete Items

    - -

    This tool will allow you to delete a batch of item records from Koha.

    - -

    From the tool you can choose to upload a file of barcodes or item ids, or you can scan items one by one into the box below the upload tool.

    - -

    Once you have your file uploaded or the barcodes scanned you can click 'Continue.'

    - -

    You will be presented with a confirmation screen. From here you can uncheck the items you don't want to delete and decide if Koha should delete the bib record if the last item is being deleted before clicking 'Delete selected items.'

    - -

    If your file (or list of scanned barcodes) has more than 1000 barcodes, Koha will be unable to present you with a list of the items. You will still be able to delete them, but not able to choose which items specifically to delete or delete the biblio records.

    - -

    If the items are checked out you will be presented with an error after clicking 'Delete selected items' and the items will not be deleted.

    - -

    If the items can be deleted they will be and you will be presented with a confirmation of your deletion.

    - -

    See the full documentation for Batch Item Modifications and Batch Item Deletions in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_delete_records.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_delete_records.tt deleted file mode 100644 index ff20499ebb..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_delete_records.tt +++ /dev/null @@ -1,15 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Batch record deletion

    - -

    This tool will take a batch of record numbers for either bibliographic records or authority records and allow you to delete all those records and any items attached to them in a batch.

    - -

    First you need to tell the tool if you're deleting bibliographic or authority records. Next you can load a file with biblionumbers or authids or enter a list of those numbers in the box provided. Once you submit the form you will be presented with a summary of the records you are trying to delete.

    - -

    If a record you want to delete can't be deleted it will be highlighted.

    - -

    Check the records you want to delete and click the 'Delete selected records' button to finish the process.

    - -

    See the full documentation for Batch Delete Records in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt deleted file mode 100644 index bae08f7c10..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batch_record_modification.tt +++ /dev/null @@ -1,30 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Batch record modification

    - -

    This tool will allow you to edit batches of bibliographic and/or authority records using MARC Modification Templates. Before visiting this tool you will want to set up at least one MARC modification template.

    - -

    When you visit the tool it will ask you:

    - - - -

    Once you've entered your criteria click 'Continue'

    - -

    You will be presented with a list of records that will be edited. Next to each one is a checkbox so you can uncheck any items you would rather not edit at this time.

    - -

    Clicking Preview MARC will allow you to see what edits will be made when you finalize the edit.

    - -

    Once you're sure everything is the way you want you can click the 'Modify selected records' button and your records will be modified.

    - -

    See the full documentation for Batch Record Modification in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tt deleted file mode 100644 index 36fa06b90a..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tt +++ /dev/null @@ -1,26 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patrons (anonymize, bulk-delete)

    - -

    This tool allows you to bulk anonymize circulation histories (this means that you keep records of how many times items were checked out - but not the patrons who checked the items out) or bulk delete patrons (remove them from the system completely).

    - -

    Important: Patrons with outstanding fines or items checked out are not saved. They are not completely removed from the system (they are only moved to the delete_borrowers table), but this tool does not provide as many checks as one may desire.

    - -

    Important: Before using this tool it is recommended that you backup your database. Changes made here are permanent.

    - -

    Important: The anonymization will fail quietly if AnonymousPatron preference does not contain a valid value.

    - -

    To either delete or anonymize patrons

    - - - -

    See the full documentation for Anonymizing Patrons in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/csv-profiles.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/csv-profiles.tt deleted file mode 100644 index 599be17ed4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/csv-profiles.tt +++ /dev/null @@ -1,143 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    CSV profiles

    - -

    CSV Profiles are created to define how you would like your cart or list to export.

    - -

    Add CSV Profiles

    - -

    To add a CSV Profile

    - - - -

    When you have entered in all of the information for you profile, simply click 'Submit' and you will be presented with a confirmation that your profile has been saved.

    - -

    Modify CSV Profiles

    - -

    Once you have created at least one CSV Profile an 'Edit profile' tab will appear next to the 'New profile' button.

    - - - -

    Using CSV Profiles

    - -

    Your CSV Profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC

    - -

    Template Toolkit tags

    -[% TAGS [- -] %] -

    You can use Template Toolkit tags in order to build complex CSV files.

    -

    To access to the field list of the current record, you have to use the 'fields' variables (which is a hashref).

    -

    All fields of the record is content into this variable in a "field tag name" key.

    -

    In order to manage multi-valuated field and subfields, the field and subfields are stored into an arrayref

    -

    For example, the following MARC record:

    -
    -008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
-  @ 140211b xxu||||| |||| 00| 0 eng d
-
-100 ## - MAIN ENTRY--PERSONAL NAME
-  a Personal name My author
-
-245 ## - TITLE STATEMENT
-  a Title My first title
-  a Title My second title
-  b Remainder of title My remainder
-
-245 ## - TITLE STATEMENT
-  a Title My third title
-
    -

    will be stored into the following structure:

    -
    -{
-    fields => {
-                008 => [
-                        "140211b xxu||||| |||| 00| 0 eng d"
-                ],
-                100 => [
-                            {
-                                a => [
-                                    "My author"
-                                ]
-                            }
-                ]
-                245 => [
-                            {
-                                a => [
-                                    "My first title",
-                                    "My second title"
-                                ],
-                                b => [
-                                    "My remainder"
-                                ]
-                            },
-                            {
-                                a => [
-                                    "My third title"
-                                ]
-                            }
-                ]
-    }
-}
-
    -

    The indicators can be accessible using the 'indicator' key.

    -

    Example: [% fields.245.0.indicator.1 | html %] is the indicator 1 for the first 245 field.

    - -

    Some examples:

    - -

    Note that the authorized values won't be replaced by their descriptions.

    -[- TAGS default -] - -

    See the full documentation for CSV Profiles in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt deleted file mode 100644 index 335bbd9b9b..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/export.tt +++ /dev/null @@ -1,66 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    MARC export

    - -

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

    - -

    Export Bibliographic Records

    - -

    At the top of the screen you need to pick what data you're exporting. If you're exporting bibliographic records with or without the holdings information you want to click the 'Export bibliographic records' tab.

    - - - -

    Export Authority Records

    - -

    At the top of the screen you need to pick what data you're exporting. If you're exporting authority records you want to click the 'Export authority records' tab.

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tt deleted file mode 100644 index cc10ceede7..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tt +++ /dev/null @@ -1,70 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Holidays calendar

    - -

    Libraries can define library closings and holidays to be used when calculating due dates. You can make use of the Calendar by turning on the proper system preferences:

    - - - -

    Adding Events

    - -

    Before adding events, choose the library you would like to apply the closings to. When adding events you will be asked if you would like to apply the event to one library or all libraries. To add events, simply

    - - - -

    Editing Events

    - -

    To edit events

    - - - -

    Additional Help

    - -

    When adding or editing events you can get additional help by clicking on the question mark next to various different options on the form

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt deleted file mode 100644 index e7c98ff931..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tt +++ /dev/null @@ -1,60 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Patron import

    - -

    The patron import tool can be used at any time to add patrons in bulk. It is commonly used in universities and schools when a new batch of students registers.

    - -

    Creating Patron File

    - -

    Your Koha installation comes with a blank CSV file that you can use as a template for your patron records. If you would like to create the file yourself, make sure that your file has the following fields in this order as the header row:

    - -
    cardnumber, surname, firstname, title, othernames, initials, streetnumber, streettype, address, address2, city, state, zipcode, country, email, phone, mobile, fax, emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city, B_state, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode, dateenrolled, dateexpiry, gonenoaddress, lost, debarred, debarredcomment, contactname, contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2, altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2, altcontactaddress3, altcontactstate, altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber, privacy, patron_attributes
    - -

    Important: The 'password' value should be stored in plain text, and will be converted to a Bcrypt hash (which is an encrypted version of the password).

    - - - -

    Important: Date formats should match your system preference, and must be zero-padded, e.g. '01/02/2008'.

    - -

    Important: The fields 'branchcode' and 'categorycode' are required and must match valid entries in your database.

    - -

    Tip : If loading patron attributes, the 'patron_attributes' field should contain a comma-separated list of attribute types and values.

    - - -

    Importing Patrons

    - -

    Once you have created your file, you can use the Patron Import Tool to bring the data into Koha.

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tt deleted file mode 100644 index fd95551dd6..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tt +++ /dev/null @@ -1,21 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Inventory

    - -

    Koha's Inventory Tool can be used in one of two ways, the first is by printing out a shelf list that you can then mark items off on, or by uploading a text files of barcodes gathered by a portable scanner.

    - -

    If you do not have the ability to use your barcode scanner on the floor of the library, the first option available to you is to generate a shelf list based on criteria you enter.

    - -

    Choose which library, shelving location, call number range, item status and when the item was last seen to generate a shelf list that you can then print to use while walking around the library checking your collection

    - -

    Alternatively you can export the list to a CSV file for altering in an application on your desktop. Simply check the box next to 'Export to csv file' to generate this file.

    - -

    Once you have found the items on your shelves you can return to this list and check off the items you found to have the system update the last seen date to today.

    - -

    If you have a portable scanner (or a laptop and USB scanner) you can walk through the library with the scanner in hand and scan barcodes as you come across them. Once finished you can then upload the text file generated by the scanner to Koha

    - -

    Choose the text file and the date you want to mark all times as seen and click 'Submit.'

    - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tt deleted file mode 100644 index b2f9ed4fe3..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/koha-news.tt +++ /dev/null @@ -1,29 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    News

    - -

    Koha's news module allows librarians to post news to the OPAC, staff interface and circulation receipts.

    - -

    To add news to either the OPAC, the Staff Client or a Circulation receipt:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tt deleted file mode 100644 index e50e45d0e4..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tt +++ /dev/null @@ -1,297 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Notices & slips

    - -

    All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices & Slips Tool. The system comes with several predefined templates that will appear when you first visit this tool.

    - -

    Each notice can be edited, but only a few can be deleted, this is to prevent system errors should a message try to send without a template. Each notice and slip can be edited on a per library basis, by default you will see the notices for all libraries.

    - -

    If you have a style you'd like applied to all slips you can point the SlipCSS preference to a stylesheet. The same is true for notices, using the NoticeCSS preference to define a stylesheet.

    - -

    Adding Notices & Slips

    - -

    To add a new notice or slip

    - - - -
    Overdue Notice Markup
    - -

    When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.

    - -

    Important: These new tags only work on the overdue notices, not other circulation related notices at this time.

    - -

    These tags are <item> and </item> which should enclose all fields from the biblio, biblioitems, and items tables.

    - -

    An example of using these tags in a notice template might be like:

    - -

    The following item(s) is/are currently overdue:

    - -

    <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>

    - -

    Which, assuming two items were overdue, would result in a notice like:

    - -

    The following item(s) is/are currently overdue:

    - -

    "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
    - "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50

    - -

    Existing Notices & Slips

    - -

    Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & Slips tool and their style using the NoticeCSS preference to define a stylesheet. Here are some of what those notices do

    - - -

    There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & Slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:

    - - - -

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

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tt deleted file mode 100644 index 923707805f..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tt +++ /dev/null @@ -1,46 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    Manage Staged MARC Records

    - -

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

    - - - -

    Records imported using this tool remain in the 'reservoir' until they are cleaned. These items will appear when searching the catalog from the Cataloging tool:

    - -

    To clean items out of the 'reservoir':

    - - - -

    See the full documentation for the Managing Staged MARC Records in the manual (online).

    - -[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/marc_modification_templates.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/marc_modification_templates.tt deleted file mode 100644 index bc0626ce14..0000000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/marc_modification_templates.tt +++ /dev/null @@ -1,63 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

    MARC Modification Templates

    - -

    The MARC Modification Templates system gives Koha users the power to make alterations to MARC records automatically while staging MARC records for import.

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    This tool is useful for altering MARC records from various vendors/sources work with your MARC framework. The system essentially allows one to create a basic script using actions to Copy, Move, Add, Update and Delete fields.

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    Start by adding a new template (a template can be made up of one or more actions) by entering a name and clicking 'Create template'.

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    Next you can add actions to the template by filling in the Action box. For example if you're loading in a batch of files from your EBook vendor you might want to add the biblio item type of EBOOK to the 942$c.

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    Each action can also have an optional condition to check the value or existence of another field. For example you might want to add the call number to the item record if it's not already there.

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    The Copy & Move actions also support Regular Expressions, which can be used to automatically modify field values during the copy/move. An example would be to strip out the '$' character in field 020$c.

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    Tip: The value for an update can include variables that change each time the template is used. Currently, the system supports two variables, __BRANCHCODE__ which is replaced with the branchcode of the library currently using the template, and __CURRENTDATE__ which is replaced with the current date in ISO format ( YYYY-MM-DD ).

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    Once your actions are saved you can view them at the top of the screen. Actions can be moved around using the arrows to the left of them.

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    Depending on your actions the order may be very important. For example you don't want to delete a field before you copy it to another field.

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    To add another template you can either start fresh or click the 'Duplicate current template' checkbox to create a copy of an existing template to start with.

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    Once your template is saved you will be able to pick it when using the Stage MARC Records for Import tool.

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

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    Batch Patron Modification

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    With this tool you can make edits to a batch of patron records. Simply load in a file of cardnumbers (one per line) or scan patron card numbers in to the box provided.

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    Once you have the file loaded or the barcodes scanned click 'Continue.' You will be presented with a list of the patrons and the changes you can make.

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    To the left of each text box there is a checkbox. Clicking that checkbox will clear our the field values.

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    Important: If the field is mandatory you will not be able to clear the value in it.

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    If you have multiple patron attributes you can change them all by using the plus (+) sign to the right of the text box. This will allow you to add another attribute value.

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    Once you have made the changes you want, you can click 'Save' and Koha will present you with the changed patron records.

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

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    Overdue Notice/Status Triggers

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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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    Important: 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 notifying them of overdue items

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    Sample Overdue Notice

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

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    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.

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

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

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    The following item(s) are currently overdue:

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

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

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    Sincerely, Library Staff

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    See the full documentation for the Overdue Notice/Status Triggers in the manual (online).

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    Upload patron images

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    Patron images can be uploaded in bulk if you are allowing patron images to be attached to patron records. These images can also be used when creating patron cards.

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    Important: There is a limit of 520K on the size of the picture uploaded and it is recommended that the image be 200x300 pixels, but smaller images will work as well.

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

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    Quote of the day uploader

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    The Quote of the Day (QOTD) uploader allows for uploading of bulk quotes into the pool of quotes which serve as the source of the Quote-Of-The-Day (QOTD) feature in OPAC.

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    There are four basic functions in the uploader:

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    1. CSV File Uploading
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      1. This function allows for the selection and upload of a CSV file containing quotes.
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      2. Click the 'Choose File' button below the instructions.
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      3. You will be presented with a file browser allowing you to select the CSV file you wish to upload.
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      4. After selecting the CSV file, click the 'Open' button and the file will be uploaded into a temporary editing table.
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      5. The CSV file must contain two columns in the form: "source","text" with no header row.
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      6. Note: You will be prompted to confirm upload of files larger than 512KB.
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    2. Pre-save Editing
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      1. Once the CSV file has been loaded into the temporary editing table, you may edit the quotes prior to saving them.
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      2. Edit either the 'Source' or 'Text' fields by clicking on the desired field.
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      3. When you are finished editing a field, press the <Enter> key to save the changes.
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      4. The list will be updated and the edits should now be visible.
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    3. Delete Quote(s)
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      1. This option allows for the deletion of one or more quotes at a time.
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      2. Select the quote(s) you desire to delete by clicking on the corresponding quote id.
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      3. Once quote selection is finished, simply click the 'Delete quote(s)' key.
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      4. You will be prompted to confirm the deletion.
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      5. After confirming the deletion, the list will update and the quote(s) will no longer appear.
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    4. Save Quotes
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      1. This option allows for saving all of the quotes in the temporary editing table to the pool of quotes.
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      2. Once you are satisfied with the quotes, click the 'Save quotes' button in the toolbar and the quotes will be saved.
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      3. Note:The process of saving quotes is "asynchronous" meaning that you may navigate to other sections of the staff client while the quotes are being saved.
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      4. If you choose to remain on the QOTD uploader page, you will receive a confirmation message once the quotes have successfully been saved.
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    See the full documentation for the Quote of the Day Uploader in the manual (online).

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    Quote of the day editor

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    The Quote of the Day (QOTD) editor allows for editing of and adding to the pool of quotes which serve as the source of the Quote-Of-The-Day (QOTD) feature in OPAC.

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    There are four basic functions in the editor:

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    1. Editing
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      1. Once the current quote pool has been loaded into the editing table, you may edit the quote source and text.
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      2. Edit either the 'Source' or 'Text' fields by clicking on the desired field.
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      3. When you are finished editing a field, press the <Enter> key to save the changes.
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      4. The list will be updated, the edits saved, and visible.
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    2. Add Quote
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      1. This option allows for the addition of quotes one at a time.
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      2. Click the 'Add quote' button in the toolbar and an empty quote entry will be added to the end of the current quote list.
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      3. Note: Both the 'Source' and the 'Text' fields must be filled in in order to save the new quote.
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      4. When finished filling in both fields, press the <Enter> key to save the new quote.
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      5. The list will update and the new quote should now be visible.
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      6. You may cancel the addition of a new quote any time prior to saving it simply by pressing the <Esc> key.
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    3. Delete Quote(s)
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      1. This option allows for the deletion of one or more quotes at a time.
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      2. Select the quote(s) you desire to delete by clicking on the corresponding quote id.
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      3. Once quote selection is finished, simply click the 'Delete quote(s)' key.
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      4. You will be prompted to confirm the deletion.
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      5. After confirming the deletion, the list will update and the quote(s) will no longer appear.
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    4. Import Quotes
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      1. This option allows for the uploading of a CSV file containing bulk quotes.
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      2. Detailed help for this option is available on the QOTD uploader page.
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    See the full documentation for the Quote of the Day Editor in the manual (online).

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    Task scheduler

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    The task scheduler is a way to schedule reports to run whenever you want.

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    To schedule a task, visit the Task Scheduler and fill in the form

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    Below the task scheduler form, there is a list of scheduled reports

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    You can also schedule reports directly from the list of saved reports by clicking the 'Schedule' link

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    Troubleshooting

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    Task scheduler will not work if the user the web server runs as doesn't have the permission to use it. To find out if the right user has the permissions necessary, check /etc/at.allow to see what users are in it. If you don't have that file, check etc/at.deny. If at.deny exists but is blank, then every user can use it. Talk to your system admin about adding the user to the right place to make the task scheduler work.

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    See the full documentation for the Task Scheduler in the manual (online).

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    MARC import

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    This tool can be used to import both bibliographic and authority records that are saved in MARC format. Importing records into Koha includes two steps. The first is to stage records for import.

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

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    Tools

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    Tools in Koha all perform some sort of action. Often many of the items listed under Tools in Koha are referred to as 'Reports' in other library management systems.

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

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    Upload cover images

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    This tool will allow you to upload cover images for the materials in your catalog. To access this tool, staff will need the upload_local_cover_images permission. In order for images to show in the staff client and/or OPAC you will need to set your LocalCoverImages and/or OPACLocalCoverImages preferences to 'Display.' Images can be uploaded in batches or one by one.

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    If uploading a single image:

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    If uploading a batch of images at once you will need to prepare a ZIP file first.

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    You will be able to see your cover images in the staff client on the detail page under the 'Image' tab in the holdings table at the bottom

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    In the OPAC the cover images will also appear in the images tab, as well as next to the title and on the search results.

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    See the full documentation for Uploading Cover Images in the manual (online).

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    Log viewer

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    Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions. These logs can be viewed using the Log Viewer Tool.

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    Choosing different combinations of menu options will produce the log file for that query.

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    See the full documentation for the Log Viewer in the manual (online).

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    Lists

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    A list can be created by visiting the Lists page and clicking 'New list'

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    The new list form offers several options for creating your list:

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    A list can also be created from the catalog search results:

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    Once the list is saved, it will be accessible from the Lists page and from the 'Add to' menu at the top of the search results.

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    Add to a list

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    To add titles to an existing list click on the list name from the page of lists

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    From the List page you can add titles by scanning barcodes into the box at the bottom of the page

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    A title can also be added to a list by selecting titles on the search results page and choosing the list from the 'Add to' menu

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    Viewing lists

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    To see the contents of a list, visit the Lists page on the staff client

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    Clicking on the 'List name' will show the contents of the list

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    Merging bibliographic records via Lists

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    The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there.

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    From the list, check the two items you want to merge. If you choose more than or fewer than 2, you will be presented with an error

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    Once you have selected the records you want to merge, click the 'Merge selected items' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge. If the records were created using different frameworks, Koha will also ask you what Framework you would like the newly merged record to use.

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    You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.

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    Should you try to add a field that is not repeatable two times (like choosing the 245 field from both record #1 and #2) you will be presented with an error

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    Once you have completed your selections click the 'merge' button. The primary record will now show the data you chose for it as well as all of the items/holdings from both bib records, and the second record will be deleted.

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    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.

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

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