From 940bf128d07663e824a8f663ab84d51361affd9f Mon Sep 17 00:00:00 2001 From: NCE Date: Wed, 16 Jul 2008 19:48:06 -0400 Subject: [PATCH] Massive updates to help file. Translators will have a chance to translate this stuff in coming versions. Signed-off-by: Joshua Ferraro --- .../intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/admin/cities.tmpl | 5 +++++ .../prog/en/modules/help/admin/classsources.tmpl | 5 +++++ .../prog/en/modules/help/admin/patron-attr-types.tmpl | 3 +++ .../intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl | 5 +++++ .../prog/en/modules/help/admin/smart-rules.tmpl | 5 +++++ .../prog/en/modules/help/catalogue/issuehistory.tmpl | 5 +++++ .../prog/en/modules/help/catalogue/moredetail.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl | 3 +++ .../prog/en/modules/help/cataloguing/additem.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/circ/billing.tmpl | 3 +++ .../prog/en/modules/help/circ/branchoverdues.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl | 5 +++++ .../prog/en/modules/help/circ/reserveratios.tmpl | 5 +++++ .../prog/en/modules/help/circ/view_holdsqueue.tmpl | 5 +++++ .../prog/en/modules/help/circ/waitingreserves.tmpl | 5 +++++ .../prog/en/modules/help/members/boraccount.tmpl | 5 +++++ .../prog/en/modules/help/members/mancredit.tmpl | 5 +++++ .../prog/en/modules/help/members/maninvoice.tmpl | 5 +++++ .../prog/en/modules/help/members/member-flags.tmpl | 5 +++++ .../prog/en/modules/help/members/member-password.tmpl | 5 +++++ .../prog/en/modules/help/members/messaging.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/members/pay.tmpl | 5 +++++ .../prog/en/modules/help/members/readingrec.tmpl | 5 +++++ .../prog/en/modules/help/reports/acquisitions_stats.tmpl | 5 +++++ .../prog/en/modules/help/reports/bor_issues_top.tmpl | 5 +++++ .../prog/en/modules/help/reports/borrowers_out.tmpl | 5 +++++ .../prog/en/modules/help/reports/borrowers_stats.tmpl | 5 +++++ .../prog/en/modules/help/reports/cat_issues_top.tmpl | 5 +++++ .../prog/en/modules/help/reports/catalogue_out.tmpl | 5 +++++ .../prog/en/modules/help/reports/catalogue_stats.tmpl | 3 +++ .../prog/en/modules/help/reports/issues_avg_stats.tmpl | 5 +++++ .../prog/en/modules/help/reports/issues_stats.tmpl | 5 +++++ .../prog/en/modules/help/reports/itemslost.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/reports/manager.tmpl | 3 +++ .../intranet-tmpl/prog/en/modules/help/reserve/request.tmpl | 3 +++ .../prog/en/modules/help/reviews/reviewswaiting.tmpl | 5 +++++ .../prog/en/modules/help/serials/checkexpiration.tmpl | 5 +++++ .../prog/en/modules/help/tools/cleanborrowers.tmpl | 5 +++++ .../prog/en/modules/help/tools/import_borrowers.tmpl | 3 +++ .../intranet-tmpl/prog/en/modules/help/tools/letter.tmpl | 5 +++++ .../prog/en/modules/help/tools/overduerules.tmpl | 5 +++++ .../intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl | 5 +++++ 43 files changed, 201 insertions(+) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/issuehistory.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/billing.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl new file mode 100644 index 0000000000..364bef283c --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl @@ -0,0 +1,5 @@ + +
+Receiving Orders

After your orders have been entered into the system and sent off to the vendors, you will need to mark them received.


  • You must first pick a vendor
  • After searching for a vendor you will see all open orders on a summary page
  • To receive an order click 'Receive order' (link) or 'Receive Parcel' (button)
  • Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'
  • Click 'Save'
  • You'll need to choose which items arrived in this shipment
  • Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received
  • Be sure to update the 'Quantity received' as well as any other information you need for your records
    • TIP: To add another received item, click the '+' (plus) icon at the bottom left.  If you add too many click the '-' (minus) to the right of the '+' (plus)
  • Click 'Save'
  • You will now see the received items in the summary of 'Items in this shipment'
  • When you've added all of the items to your shipment you can browse away from the page.
    • To make edits to your shipment return to Acquisitions and search for the vendor in question.
    • Click the 'Receive Parcel' button
    • Your previous orders will be searchable and editable from here
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl new file mode 100644 index 0000000000..dc49910a47 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl @@ -0,0 +1,5 @@ + +
+
Cities and Towns
This parameter helps you define the cities and towns that your patrons live in.  These will appear as a pull down on the patron add screen to make it easier for entering of consistent data.

Add a new city

  • Click 'New City'
  • Enter the city or town name and the zipcode
  • Click 'Submit'
  • You can edit/delete your cities and towns from the main 'Cities and towns' page
  • These fields will then appear when adding/editing a patron as a pull down to make it easier to enter data

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl new file mode 100644 index 0000000000..a7b0cbe7c8 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl @@ -0,0 +1,5 @@ + +
+

About Classification Sources

Define classification sources (i.e., call number schemes) used by your collection. You can also define 'filing rules' used for sorting call numbers.

IMPORTANT: You do not have the option to 'define' a new filing rule. Currently, the filing rules and sorting routines are statically defined with options available in the dropdown menu when creating or editing a 'classification source' or 'filing rule'.


TIP: In the future, this features will be expanded to allow new filing rules to be created (defined) on the fly. In other words, in addition to choosing from a static sorting routine or filing rule, you will be able to actually to define new ones.

To add a new 'Classification Source'...

  • Click 'New Classification Source'
  • Enter a 'Classification source code'
  • Enter a 'Description' for your new classification source
  • Note if the classification source is in use (check the box for 'yes' and leave unchecked for 'no')
  • Choose a 'filing rule' from the dropdown menu to associate with your new classification source
  • Click 'Save'

IMPORTANT: 'Source in use?' controls whether source is available in item editor. For example, Koha ships with Dewey and LCC rules but a Dewey library may not want catalogers to mistakenly use LCC as an item callnumber type. To accomplish this, check box 'source in use?' only for the Dewey Classification Source and leave 'source in use' for all others unchecked.

To add a new 'Filing Rule'...


  • Click 'New Filing Rules'
  • Enter a 'Filing Rule Code'
  • Enter a 'Description' for your new filing rule
  • Choose a 'filing routine' from the dropdown menu to associate with your new filing rule
  • Click 'Save'

To edit a new 'Classification Source' or 'Filing Rule'...

  • Click 'edit' next to the 'classification source' or 'filing rule' you wish to edit
  • Edit
  • Click 'Save'

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tmpl new file mode 100644 index 0000000000..e14c56880a --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/patron-attr-types.tmpl @@ -0,0 +1,3 @@ + +

Patron attribute types


A patron attribute (or extended patron attribute) is an additional piece of information associated with a patron record.  Each attribute has a type that specifies whether the attribute is repeatable, can serve as a unique identifier, can take a password, and whether it can be used to search for patron records in the staff interface.

The list of attribute types is controlled by staff with 'superlibrarian' permissions.

Once an attribute type is defined, values for that attribute can be added to the patron record via the staff interface or the batch patron import.

Two uses of extended attributes are:


The extended attributes feature is completely optional.  If the 'ExtendPatronAttributes' system preference is OFF, customizable patron attributes will not be usable.

Add Patron Attribute

+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl new file mode 100644 index 0000000000..a5a13c1424 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl @@ -0,0 +1,5 @@ + +
+
Road Types
The values defined in this preference will show up in a pull down menu when entering patron information. These values can be used in geographic statistics.

Add a new road type

  • Click 'New Road Type'
  • Enter a value such as Blvd., Avenue, Street or St.
  • Click 'Submit'
  • Your values will appear on the Road Types page
  • Your values will also appear as authorized values when entering or editing a patron

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl new file mode 100644 index 0000000000..38d733cda9 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl @@ -0,0 +1,5 @@ + +
+
Circulation and Fines Rules

This matrix is to be used to create all of the rules associated with circulation and fines.

  • The rules are applied from most specific to less specific, using the first found in this order:
    • same library, same patron type, same item type
    • same library, same patron type, default item type
    • same library, default patron type, same item type
    • same library, default patron type, default item type
    • default library, same patron type, same item type
    • default library, same patron type, default item type
    • default library, default patron type, same item type
    • default library, default patron type, default item type
  • TIP: To modify a rule, create a new one with the same patron type and item type
  • These rules can be applied to individual branches by choosing them from the pull down at the top of the page, by default the rules are applied to all branches
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/issuehistory.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/issuehistory.tmpl new file mode 100644 index 0000000000..e4d36e5d6c --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/issuehistory.tmpl @@ -0,0 +1,5 @@ + +
+

Checkout History

This tab will provide you with information on the circulation history for this item.  Including the due date or return date and the patron information (if you are keeping track of this data).

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl new file mode 100644 index 0000000000..48a5d453fe --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl @@ -0,0 +1,5 @@ + +
+

Item Details

This page provides information regarding all of the items attached to a record.  From here you can easily mark and item lost, damaged or withdrawn.  You can slo view the circulation history or edit the items.

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl new file mode 100644 index 0000000000..9dfed82f46 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl @@ -0,0 +1,3 @@ + +

Searching

To see more search options click [More Options] at the bottom of the page.  This will allow for more advanced boolean searching.

Searching Subtypes on the Staff Client

Below is a run through the various pieces of the advanced search limit:

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

           aud:a Easy
           aud:c Juvenile
           aud:d Young adult
           aud:e Adult

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:

           fic:1 Fiction
           fic:0 Non fiction
           bio:b Biography
           mus:j Musical recording
           mus:i Non-musical recording

FORMAT
The index name is 'l-format' and it's an index of positions 007/01 and
007/02. Common values are:
           l-format:ta Regular print
           l-format:tb Large print
           l-format:fk Braille
           l-format:sd CD audio
           l-format:ss Cassette recording
           l-format:vf VHS tape / Videocassette
           l-format:vd DVD video / Videodisc
           l-format:co CD Software
           l-format:cr Website

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:
           ctype:a Abstracts/summaries
           ctype:b Bibliographies

           ctype:c Catalogs
           ctype:d Dictionaries
           ctype:e Encyclopedias
           ctype:f Handbooks
           ctype:g Legal articles
           ctype:i Indexes

           ctype:j Patent document
           ctype:k Discographies
           ctype:l Legislation
           ctype:m Theses
           ctype:n Surveys
           ctype:o Reviews

           ctype:p Programmed texts
           ctype:q Filmographies
           ctype:r Directories
           ctype:s Statistics
           ctype:t Technical reports
           ctype:v Legal cases and case notes

           ctype:w Law reports and digests
           ctype:z Treaties
 

+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tmpl new file mode 100644 index 0000000000..7dae94df3b --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tmpl @@ -0,0 +1,5 @@ + +
+

Adding item details

After saving a MARC record, you are presented with a screen to add item details (or, local holdings). This is where you define the location of the item (home branch), the cost of the item, the barcode, etc.

  • Click 'Add Item' after entering the data for your item
  • A confirmation will appear with the item information
  • From here you can edit the item or add another item
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/billing.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/billing.tmpl new file mode 100644 index 0000000000..d5c6821887 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/billing.tmpl @@ -0,0 +1,3 @@ + +
Billing

This report will list all outstanding bills for your library system.
Filters on the left hand side can help limit the results displayed in this report.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl new file mode 100644 index 0000000000..a70fdccab8 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl @@ -0,0 +1,5 @@ + +
+Overdue fines

This report will not show items that are so long overdue that the system has marked them 'Lost'

Once open the report can be filtered by the shelving location. +
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl new file mode 100644 index 0000000000..2a1b24132b --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl @@ -0,0 +1,5 @@ + +
+Overdues

This page will show you all items that are overdue as of today.

This report offers a couple options for handing overdues:

  • You can click the [email] link next to the patron's name to send an email notification about the overdue item
  • You can export this data as a CSV file by clicking 'Download file of all overdues'
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl new file mode 100644 index 0000000000..3bd12617f6 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl @@ -0,0 +1,5 @@ + +
+Hold ratios

This will show you the number of items you have to order for your library to meet your library's hold per item ratio.  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. +
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tmpl new file mode 100644 index 0000000000..715b2d194b --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/view_holdsqueue.tmpl @@ -0,0 +1,5 @@ + +
+Holds Queue

This report lists the next hold waiting (one per biblio) depending on how system preferences are set

  • StaticHoldsQueueWeight
    Allows the library to specify a list of library location codes -- if used alone, it will rank the list statically, selecting the top-ranking available location to be added to the picklist.
  • RandomizeHoldsQueueWeight
    If 'RandomizeHoldsQueueWeight' and 'StaticHoldsQueueWeight' are set, the list of library codes in the 'StaticHoldsQueueWeight' system preference are randomized rather than statically ranked. If RandomizeHoldsQueueWeight alone is set, the list of all available library codes is used to randomize the weight.

If neither 'RandomizeHoldsQueueWeight' or 'StaticHoldsQueueWeight' is set, the holds queue is statically ranked according to how they are pulled out of the system database.
  • Get there: More > Administration > General Preferences > Circulation
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl new file mode 100644 index 0000000000..a27910fd6a --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl @@ -0,0 +1,5 @@ + +
+Holds awaiting pickup

List the holds that are ready & await for the patron to take them at the library +
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl new file mode 100644 index 0000000000..59356c03c9 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl @@ -0,0 +1,5 @@ + +
+Patron Fines

Patron fines are calculated based on your system preferences.
  • Get there: More > Administration > Patrons and Circulation > Circulation and fines rules

Viewing Patron Accounts

  • Click on the 'Fines' tab under the patron information on the left
  • You will see the patron's account information
  • In addition to overdue fines, replacement costs for lost items, account management fees and other library specific fees will show on the account
    • TIP: Marking an item Lost via the edit item page will automatically put a fine on the patron's record for the replacement cost of the item
  • To pay fines, click the 'Pay fines' tab
  • Each charge gives you a menu which lets you decide whether to mark items paid or not
  • By choosing 'Paid' the system assumes that a full payment is being made
  • Payments will appear on the Account tab
  • You can also create manual invoices/charges or apply manual credits to patron's accounts
    • TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
  • To create a manual invoice, click the 'Create manual invoice' tab
  • Enter in the information related to the charge you're adding
  • The new charge will appear on the 'Account' tab
  • Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl new file mode 100644 index 0000000000..370ab6b4a0 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl @@ -0,0 +1,5 @@ + +
+

Create Manual Credit

  • To create a manual credit, click the 'Create manual credit' tab
  • Enter in the information related to the credit you're adding
  • The new credit will appear on the 'Account' tab
TIP: Use manual credits to pay partial fines. +
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl new file mode 100644 index 0000000000..646883fb49 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl @@ -0,0 +1,5 @@ + +
+

Create Manual Invoice

  • To create a manual invoice, click the 'Create manual invoice' tab
  • Enter in the information related to the charge you're adding
  • The new charge will appear on the 'Account' tab
  • Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'

 

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl new file mode 100644 index 0000000000..635ab1f06b --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl @@ -0,0 +1,5 @@ + +
+Setting Patron Permissions

Patron permissions are used to define the rights of staff members when in the intranet/staff client.

  • To alter patron permissions, click on Patrons on the main menu at the top of the screen.
  • Search or browse for the patron you'd like to edit
  • Click on the patron's name from the results
  • Click the 'More' button on the top right of the patron profile and choose 'Set Permissions'
  • Choose the permissions you'd like this patron to have
  • You can pick as many permissions as you'd like for each staff member
    • TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked
  • To give staff members more granular permissions, you can turn on the GranularPermissions system preference
    • Get there: More > Administration > General preferences > Admin > GranularPermissions
    • If this setting is on the permissions menu will offer more granual permissions
    • This allows staff members access to specific tools
      • TIP: If this preference is turned OFF after being ON, the system reverts to the original behavior, although the specific permissions are retained.  This means if a staff member has been given granular permissions they will retain those even if this is turned OFF
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl new file mode 100644 index 0000000000..6fb51526cd --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl @@ -0,0 +1,5 @@ + +
+

Change Patron Password

Koha cannot display existing passwords, so this form can only be used to change a patron's username and/or password, but not to recover an exisiting password.

The default minimum password length is 3 characters long.  To change this value, update your system preferences.
  • Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength

 

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl new file mode 100644 index 0000000000..596bdd0e37 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl @@ -0,0 +1,5 @@ + +
+

Patron Messaging Preferences

This tab allows librarians to assign advaned messaging preferences to patrons.  Patrons can also set these options via the OPAC.

  • TIP: To turn on messaging options you will need to turn the 'EnhancedMessagingPreferences' system preference to 'ON'
    • Get there: Administration > System Preferences > Patrons >  EnhancedMessagingPreferences.

 

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl new file mode 100644 index 0000000000..1a1b7eb894 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl @@ -0,0 +1,5 @@ + +
+

Pay Fines

  • To pay fines, click the 'Pay fines' tab
  • Each charge gives you a menu which lets you decide whether to mark items paid or not
  • By choosing 'Paid' the system assumes that a full payment is being made
  • Payments will appear on the Account tab
  • You can also create manual invoices/charges or apply manual credits to patron's accounts
    • TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item

 

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl new file mode 100644 index 0000000000..d333d4dffb --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl @@ -0,0 +1,5 @@ + +
+

Patron Cirulation History Help

  • To see the patron's reading history, click on the 'Circulation History' tab on the menu to the left.
  • TIP: This will only show a reading history if you have the 'intranetreadinghistory' preference turned 'ON'
    • Get there: Administration > Global system preferences > Patrons > intranetreadinghistory
  • To see the history of changes to the patron record click on 'Modification Log' on the menu to the left.

 

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl new file mode 100644 index 0000000000..89a8c1a360 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl @@ -0,0 +1,5 @@ + +
+

Acquisitions Statistics

IMPORTANT: The Acquisitions 'Wizard' is designed to be a simple statistical snapshot,  In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Acquisitions' under 'Statistics Wizards'
  • Enter in the information you'd like to see in your repor
  • Click 'Submit'
  • By changing the report from 'Count items' to 'Amount' you will see the total spent
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl new file mode 100644 index 0000000000..de3726a352 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl @@ -0,0 +1,5 @@ + +
+

Patrons with the most checkouts

This guided report will show you which patrons have checked out the most items.

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Patrons with the most checkouts' under 'Top Lists'
  • Choose any filters from the top section
    • IMPORTANT: Choose something other than 'None' from the 'By' field to see results
  • Once you have your fields fill in, click 'Submit'

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl new file mode 100644 index 0000000000..ab327f4ea6 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl @@ -0,0 +1,5 @@ + +
+

Patrons who haven't checked out

This guided report will give you a snapshot of which (OR HOW MANY?)  items have not been checked out at all. You can limit these items by branch

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Patrons who haven't checked out' under 'Inactive'
  • If you do not choose any filters or limits, you will see all patrons who have not checked anything out of your library
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl new file mode 100644 index 0000000000..aa16ce38c4 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl @@ -0,0 +1,5 @@ + +
+

Patron Statistics

IMPORTANT: The Patron 'Wizard' is designed to be a simple statistical snapshot,  In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Patrons' under 'Statistics Wizards'
  • Use the radio button to choose a category for 'row' (In the case above, we've selected 'patron category' for the row
    • Use dropdowns to apply filters to this category
  • Use the radio button to choose a category for 'column' (In the case above, we've selected 'branch' for the column)
    •  
      • Use dropdowns to apply filters to this category
  • Options without radio buttons such as 'Patron status', 'Patron activity', and 'Date of Birth' are limits you can place on the report.
  • TIP: To place no limits for a category, choose the blank field. When blank field is chosen all categories will be included in the statistical count.
  • Choose a method for 'outputing' (viewing) the report: Options are 'browser' or saving as a file viewable in a program like Excel.
  • Click 'Submit'
  • For each patron category (rows), there is a count given by branch. Each row and and columns are also totaled
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl new file mode 100644 index 0000000000..a6ced4f1c0 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl @@ -0,0 +1,5 @@ + +
+

Most -Circulated Items

This guided report will show you which patrons

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Most-Circulated Items' under 'Top Lists'
  • Choose any filters from the top section
    • IMPORTANT: Choose something other than 'None' from the 'By' field to see results
  • Once you have your fields fill in, click 'Submit'
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl new file mode 100644 index 0000000000..601520c4c4 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl @@ -0,0 +1,5 @@ + +
+

Items not checked out

This guided report will give you a snapshot of items have not been checked out at all. You can limit these items by branch

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Items not checked out' under 'Inactive'
  • If you do not choose any filters or limits, you will see all items that have not been checked out of your library
  • By choosing a limit you will change the output
  • Choose a limit of 'Library'
  • And your results will be sorted by Library code
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl new file mode 100644 index 0000000000..0ac279020d --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl @@ -0,0 +1,3 @@ + +

Catalog Statistics

IMPORTANT: The Catalog 'Wizard' is designed to be a simple statistical snapshot. You will choose a single category to represent 'row' and another to represent 'column'.

+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl new file mode 100644 index 0000000000..4c20fc40e2 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl @@ -0,0 +1,5 @@ + +
+

Average loan time

This report will show you how many items were checked out, by borrower (or 'patron') category

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Average loan time' under 'Other'
  • Choose one field to appear in the rows and another to appear in the column.  If you choose either of the date fields remember to choose to show data by 'Day', 'Month', or 'Year'
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl new file mode 100644 index 0000000000..94c20b6fd4 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl @@ -0,0 +1,5 @@ + +
+

Circulation Statistics

IMPORTANT: The Circulation 'Wizard' is designed to be a simple statistical snapshot. You will choose a single category to represent 'row' and another to represent 'column'.

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Circulation' under 'Statistics Wizards'
  • Use the radio buttons under 'Row' and 'Column' to choose which data set will appear where

+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl new file mode 100644 index 0000000000..ab63581764 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl @@ -0,0 +1,5 @@ + +
+

Lost Items

This one-step report will show you how many items of each item type are currently in your branch library or libraries.

  • Go to the 'Reports' module (usually under 'More' in your Global Nav)
  • Choose 'Lost Items' under 'Other'
  • Choose category to 'Order by' (the 'order by' field effects what ordering method is used when displaying the lost items)
  • Enter a 'Barcode' if searching for a single item; if not leave this field blank
  • Choose a 'Branch' to perform the report on (or choose 'All' field at the top of the dropdown menu to choose all branches)
  • Choose an 'Item Type' to perform the report on (or, leave at the default 'All' to perform the report on all item types)
  • Choose a 'Lost Status' to search only for items that are assumed lost (long overdue), missing, or lost (or, leave this set to 'All' to see all lost items)
  • Click 'Submit'
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl new file mode 100644 index 0000000000..731003d254 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl @@ -0,0 +1,3 @@ + +

Checkouts by patron category

This report will show you how many items were checked out, by borrower (or 'patron') category


Catalog by Item Type

This one-step report will show you how many items of each item type are currently in your branch library or libraries.

+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl new file mode 100644 index 0000000000..4711ea2d41 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl @@ -0,0 +1,3 @@ + +

Holds

 
Reordering holds

+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl new file mode 100644 index 0000000000..97cc729474 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl @@ -0,0 +1,5 @@ + +
+

Comments/Reviews


  • Go to the 'Tools' module (usually under 'More' in your Global Nav)
  • Choose 'Comments'
  • From this menu you will see all comments/reviews awaiting approval. 
    • If there are no comments, the page will inform you of such
  • To approve a comment click 'Approve'
  • To delete a comment click 'Delete'
  • Once a comment has been approved, it will appear in the OPAC under the 'Comments' tab

Can I turn off comment moderation?

At this time, this is not a feature of Koha.  All comments go through moderation.

How do I turn on/off Comments in my OPAC?

  • This feature is under you Global System Preferences
  • Go to the 'Administration' module (usually under 'More' in your Global Nav)
  • Click on 'Global System preferences' and then choose the 'OPAC Features' tab
  • From here you can toggle the 'reviewson' feature which controls comments within your OPAC
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl new file mode 100644 index 0000000000..8d30f13eed --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl @@ -0,0 +1,5 @@ + +
+Check Expiration

This tool will let you search for all serials that will expire before a specific date.  This is a handy tool when it comes time to budget for new serials.

Searching

  • Enter in your search criteria
    • TIP: Only expiration date is required
  • Your results will appear below the search boxes
  • From here you can click on the serial title and edit the record with new subscription information
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl new file mode 100644 index 0000000000..96e5dce8db --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl @@ -0,0 +1,5 @@ + +
+

Patrons (anonomize, bulk-delete)

This tool allows you to bulk anonomize circulation histories or bulk delete patron records. This  means that the system keeps a link between old loans and their items but severs the link to the borrower.

  • Once in the tool, you have two options
  • Check the box next to the action(s) you'd like to perform
  • To delete borrowers, enter the date since the last time they borrowed
  • To anonymize circulation history enter the date before which you'd like that data deleted


Is there a way to run this tool automatically?

Your system administrator can easily set this tool up to run on a regular basis. +
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl new file mode 100644 index 0000000000..b1e00e88a4 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl @@ -0,0 +1,3 @@ + +
Patron Import

  • Create a CSV file for your patron data
    • Format your file with the following fields
      • 'cardnumber', 'surname', 'firstname', 'title', 'othernames', 'initials', 'streetnumber', 'streettype', 'address', 'address2', 'city', 'zipcode', 'email', 'phone', 'mobile', 'fax', 'emailpro', 'phonepro', 'B_streetnumber', 'B_streettype', 'B_address', 'B_city', 'B_zipcode', 'B_email', 'B_phone', 'dateofbirth', 'branchcode', 'categorycode', 'dateenrolled', 'dateexpiry', 'gonenoaddress', 'lost', 'debarred', 'contactname', 'contactfirstname', 'contacttitle', 'borrowernotes', 'relationship', 'ethnicity', 'ethnotes', 'sex', 'userid', 'opacnote', 'contactnote', 'password', 'sort1', 'sort2'
        • TIP: Consult your system administrator if you are unsure of how to fill in the above fields.
        • IMPORTANT: Make sure the 'branchcode' and 'categorycode' are valid entries in your database.
        • Passwords should be stored in plain text, and will be encrypted as they're imported
          • TIP: If your passwords are already encrypted, talk to your systems administrator about options.
  • Select a file to import into the borrowers table
  • If a cardnumber exists in the table, you can choose whether to ignore the new one or overwrite the old one.
  • Click 'Import'
  • You will be brought to a confirmation screen.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl new file mode 100644 index 0000000000..4376db9bfe --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl @@ -0,0 +1,5 @@ + +
+

Notices

Notices are messages sent to patrons, vendors and staff to notify them at key times.

Add a new notice

  • Click 'New Notice'
  • Choose a 'Koha Module' to associate your notice with from the dropdown box
  • Enter a 'Code' abbreviation for your new notice (for example: 'ODUE' for Overdue Notice)
  • Enter a 'Name' for your new notice (for example 'Overdue Notice')
  • Enter a 'Message Subject' (for example 'Item Overdue')
  • Design your 'Message Body'
  •  
    • Choose a field from the scroll down menu on the left side
      • TIP: For help with what each field is, see the Notices: Database Fields section of this manual
    • Click the '>>' button to insert that field into your text message where you'd like it to appear in the notice.
    • Continue adding 'field's and clicking '>>' to insert them into the notice until your message is completed.
    • Then, click 'Submit'
  • IMPORTANT: Currently, Koha can not reference multiple biblios in a single notice (in other words--in the example below-- there is not just ONE email sent that describes ALL currently overdue items, but an email sent for EACH overdue item) 

How do I schedule overdue notices?

To schedule overdue notices, you must use Koha's 'Notice/Status Trigger' tool.
  • Get there: More > Tools > Overdue notice/status triggers

Where else do I use notices?

In addition to ODUE ('Overdue Notice'), there are two other notices that come pre-defined in Koha:
  • ACQCLAIM (Acquisition Claim): Used in the claimacquisition module
    • Get there: More > Acquisitions > Late issues
  • RLIST (Routing List): Used in the serials module
    • Get there: More > Serials > New Subscription
    • You have the option to select the 'Routing List' notice when creating a new subscription (Choose from dropdown 'Patron notification').
      • TIP: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool
+
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl new file mode 100644 index 0000000000..ea64567760 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl @@ -0,0 +1,5 @@ + +
+

Overdue 'Notice/Status Triggers'

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

  • Go to the 'Tools' module (usually under 'More' in your Global Nav)
  • Choose 'Overdue notice/status triggers'
  • 'Select a library' to define an overdue schedule for
  • TIP: If you would like to define one overdue schedule for ALL branches at once, select 'Default'. This will apply the schedule you define to all the branches in your system
  • For each patron type (left most column), enter a number under the columns labeled 'Delay'. The number you enter represents DAYS.
    • Each number you enter indicates the days after an issue is due before an action is triggered.
  • For each 'Delay' you choose a notice type (or 'letter') that will go to the borrower.
    • TIP: You will need to set up your library's notices to populate this pull down
      • Get there: More > Tools > Notices
  • When you are finished, click 'Save changes'

Help! I've gotten an error message!

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

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

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

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

When an item becomes overdue (ie, duration of checkout) is defined in Koha's 'Administration' module:
  • Get there: More > Administration > Circulation Rules (under 'Patrons and Circulation')

Where do I define fines?

  • Get there: More > Administration > Fines Rules (under 'Patrons and Circulation')

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

Koha handles overdue notices in one of two automated ways: by email or by printed labels.

If a borrower has an email defined in their patron account, overdue notices automatically get sent to the patron's email account according to the schedule defined in the 'Notice/Status Triggers' Tool.

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

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

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

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

  • Get there: More > Tools > Notices
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+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl new file mode 100644 index 0000000000..b94f8f14b0 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl @@ -0,0 +1,5 @@ + +
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Log View

  • The log viewer will show you what actions are being taking in your ILS during a set time period
  • Choose the start and end date you'd like to see and click 'Go' to see the results on your screen
  • You also have the option of exporting this data to use in a different format just by choosing to export to an application.
    • This will result in a comma separated value (csv) file.
  • You can also choose to filter what you see by any of the fields visible.


Why aren't my cataloging actions being logged?

You may not have the 'Logs' system preference turned on
  • Get there: More > Administration > Global System Preferences > Logs
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+ -- 2.39.5