From b47130cfef9652ba4f636787d3157dcf83f7e66b Mon Sep 17 00:00:00 2001 From: Nicole Engard Date: Mon, 11 Jan 2010 16:57:30 -0500 Subject: [PATCH] added serials help files --- .../help/serials/serials-collection.tmpl | 13 ++ .../en/modules/help/serials/serials-edit.tmpl | 24 ++- .../en/modules/help/serials/serials-home.tmpl | 15 +- .../help/serials/subscription-add.tmpl | 188 +++++++----------- .../help/serials/subscription-detail.tmpl | 9 + 5 files changed, 112 insertions(+), 137 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tmpl new file mode 100644 index 0000000000..be69e91246 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tmpl @@ -0,0 +1,13 @@ + + +

Serial Collection

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This page shows a short summary of the subscription along with all of the issues that have been received, are expected, or marked late.

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From here you can choose to edit specific issue or receive new issues.

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To edit or receive an issue, simply check the box in the 'Edit' column and click the 'Edit Serial' button.

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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.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl index 2ff025d9e7..e610d32be0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl @@ -2,10 +2,22 @@

Recieving Serials

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How do I receive an expected issue?

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

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

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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.

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How do I receive an unexpected or supplemental issue?

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

What happens if an Issue does not turn up?

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

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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.

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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'

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From the page that opens up you can click 'Edit Serial' with the issue you want to receive checked.

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All three of these options will open up the issue receive form:

+ + + + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl index 602b8f017a..71b068fe3d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl @@ -2,13 +2,8 @@

Serials

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Q: What does the serials module do?

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

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

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

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Q: How do I create a new subscription?

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A: Click the “Add subscription” button.

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

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

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TIP. USING WILDCARDS

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

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The serials module assists in managing your serial subscriptions (journals, magazines, and newspapers).

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You can search for exisiting subscriptions by using the search box at the top of the page. You can search for any part of the serial title or ISSN.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl index 93015e059c..1bccbbf55c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl @@ -1,134 +1,80 @@ -

Add A New Serial Subscription

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Add a Serial Subscription

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

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How do I set up a new subscription?

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There are two sections to this form:

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1 ) General informations (subscription details)

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Step 1: Search for a Supplier

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

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Step 2: Search for Biblio

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It should find the item that was just set up in Acquisitions. Note If you have not yet set this up in Acquisitions, click Create Biblio. It will take you back to Acquisitions Order Form.

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

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You have to choose whether you will create an item record when receiving the issue. Be careful, default choice is DO NO CREATE

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Other details include the Location, Call Number, Home branch for the Serial and any notes.

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Grace period : number of days before a late issue has status from expected to late automatically set and the next expected issue is generated.

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Select the Patron Alert: you will need to choose a Notice that can be sent to patrons when a new issue arrives. To edit this notice, go to Tools > Notices.

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Number of issues to display : in opac in Subscription (normal view), in staff in normal view

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2) Serials planning

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This is a critical component of managing serials. In order to make the system predict the next issue the user must fill out each of these fields. Once completed it will populate the Numbering Calculation box below.

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Subscriptions can be added by clicking the 'New' button on any bibliographic record, or by visiting the Serials module and clicking 'New Subscription'

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Manual history : check this box if you want to fill receive history information manually in subscription summary

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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).

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Step 1: First Issue publication date

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Displays a calendar – choose the expected date of arrival in the library. It is the publication date of the first issue you will receive with Koha. It is not necessarily the publication date of the first issue of your collection.

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Step 2: Frequency

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

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Step 3: Numbering Pattern

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Drop down list of the main numbering patterns:

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Depending on your choice, a box appears to enter more information on numbering :

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