From fc5ccbf5a3d6ef2b69fd55cee07923c2ded04049 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Wed, 30 Mar 2011 15:48:04 -0400 Subject: [PATCH] Bug5940: Authority, Labels, Circ help files for 3.4 Signed-off-by: Nicole C. Engard Signed-off-by: Jared Camins-Esakov Signed-off-by: Chris Cormack --- .../help/authorities/authorities-home.tmpl | 12 ++- .../modules/help/authorities/authorities.tmpl | 77 ++++------------ .../en/modules/help/authorities/detail.tmpl | 15 +++ .../en/modules/help/circ/branchtransfers.tmpl | 38 ++++---- .../modules/help/circ/circulation-home.tmpl | 27 +++--- .../en/modules/help/circ/circulation.tmpl | 92 ++++++++++++++----- .../prog/en/modules/help/circ/overdue.tmpl | 15 ++- .../en/modules/help/circ/pendingreserves.tmpl | 33 ++++--- .../en/modules/help/circ/reserveratios.tmpl | 4 +- .../prog/en/modules/help/circ/returns.tmpl | 59 ++++++++---- .../modules/help/circ/transferstoreceive.tmpl | 21 ++--- .../en/modules/help/circ/view_holdsqueue.tmpl | 17 +--- .../en/modules/help/circ/waitingreserves.tmpl | 6 +- .../prog/en/modules/help/export/marc.tmpl | 34 ++++++- .../modules/help/labels/label-edit-batch.tmpl | 25 +++++ .../help/labels/label-edit-layout.tmpl | 30 +++--- .../help/labels/label-edit-profile.tmpl | 78 +++++++--------- .../help/labels/label-edit-template.tmpl | 33 +++++++ .../en/modules/help/labels/label-home.tmpl | 41 +++++++-- .../modules/help/labels/spinelabel-home.tmpl | 11 ++- 20 files changed, 408 insertions(+), 260 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tmpl create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl index 3edb7387cb..80d622117e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities-home.tmpl @@ -1,7 +1,15 @@ -

Authorities Help

What is a MARC Authority Record?

+

Authorities

-

A MARC Authority Record are used to ensure consitency across catalog records by providing a way to define the standard form of names for:

  • People (Authors, Editors, Publishers, Illustrators etc)
  • Titles
  • Subjects
  • Organizations (Companies, Academic Instituites etc)
For more information about Authority Records with MARC 21 see the tutorial on the Library of Congress website +

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.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl index 4374cbf29f..297999cb94 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/authorities.tmpl @@ -1,62 +1,19 @@ - -

Adding an Authority Record

- -

IMPORTANT: To add authority records in bulk, contact your system administrator and tell them that they can use this script: - misc/migration_tools/bulkauthimport.pl

-
    -
  • Click 'New Authority'
    • -
  • Choose the type of authority record you would like to add to your system -
      -
    • - -Tip: To alter this list you need to make changes to your system parameters -
        -
      • - Get there:Home > Administration - > MARC Authorities framework
        • -
      • -
    • -
  • Continue with cataloging your authorities
    • -
-

Altering Authorities Records

-
    -
  • Search for the Authority
    • -
  • Click on the summary for the record you want to edit
    • -
  • Click 'Edit' at the top left
    • -
-

Adding Authorities to a record

-

There are three ways to add authorities to a record:

-
    -
  • query authority file when adding/editing a record (during cataloging)
    • -
  • enable Koha to auto-detect authority records when a record is saved
    • -
  • library maintains its own authority records based on the dataset
    • -
-

Here are details on these options:

-

Query authority file when adding/editing a record (during cataloging)

- -

The Bibliographic editor allows queries to the authority file at the add/edit stage of a record, so that cataloging staff can create the links between a bibliographic and authority record when they are cataloging.

-

If you wish to provide access to authority records for a given subfield -- MARC 21's 700a subfield, for instance, to make sure an author's name is available in an added entry in its approved form -- you will need to create a subfield "9" for that tag (e.g. tag 700, subfield 9).  This is done by adding the subfield via the 'Authority types' administration module.

-
    -
  • Get there: More > Administration > Authority types -
      -
    • - -TIP: Make sure this subfield is managed in the same tab as the other managed subfields for this tag, and then click the "hidden" checkbox so it will not be displayed with the rest of the record.
      • -
    • -
-

Koha uses subfield 9 to store the link between a bibliographic record and an authority record.

- -

When the catalogers are adding a record, they will see three dots (...) after the textbox of the 700a subfield (or any field you have chosen to add a subfield 9 to). Clicking on these dots will open a pop-up window allowing the cataloger to search your authority records for a standardized version of the author's name. If the desired name is found in your authority records, it can be automatically copied into the 700a subfield. (If the desired name is not found, the cataloger can enter the name manually.)

- -

Auto-detection of authority records when a record is saved

- -

Alternatively, the library can opt into the auto-detection of authority records when a record is saved.  This is done by turning the 'BiblioAddsAuthorities' system preference on.

-
    -
  • Get there: More > Administration > Global preferences > Authorities > BiblioAddsAuthorities
    • -
- -

Library-maintained authority records

- -

A third option allows libraries to maintain their own authority records based on the dataset; many libraries prefer not to enable that option because it creates 'ghost' authority records in the system. It's up to the library (or group) which options to enable, or disable.

+ + +

Adding Authorities

+ +

To add a new authority record, choose the authority type from the 'New Authority' button.

+ +

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.

+ +

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.

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tmpl new file mode 100644 index 0000000000..e7c74922ba --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/authorities/detail.tmpl @@ -0,0 +1,15 @@ + + +

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.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl index 841ef843a6..980d9fa665 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchtransfers.tmpl @@ -1,24 +1,24 @@ -

Circulation Transfers

+

Transfers

-

- This tool allows temporary reassignment of an item to another branch.

-
    -
  • - Click 'Transfer' on the Circulation menu
    • -
  • - Choose the library you want to transfer the book to from the pull down
    • -
  • - Scan to type the barcode for the book you want to transfer into the barcode field -
      -
    • - If you try to transfer and item the library it's already at you will be presented with a message to the right of the transfer form telling you that the item is already at the library
      • -
    • -
  • - You will be presented with a confirmation of transfer requests below the transfer form after hitting 'Submit'
    • -
  • - When looking at the item record, the 'Home Library' will still remain, but the 'Current Location' has changed
    • -
+

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

+ +
    +
  • Click 'Transfer' on the Circulation page +
      +
    • Enter the library you would like to transfer the item to
      • +
    • Scan or type the barcode on the item you would like to transfer
      • +
    +
    • +
  • Click 'Submit'
    • +
  • The item will now say that it is in transit
    • +
  • When the item arrives at the other branch the librarian must check the item in to acknowledge that it is no longer in transit
    • +
  • The item will not be permanently moved to the new library +
      +
    • The item shows the same 'Home Library' but has updated the 'Current Location' to note where it resides at this time
      • +
    +
    • +
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl index df1f7e8fcf..63bd95635b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation-home.tmpl @@ -1,18 +1,23 @@ -

Circulation Help

-

What can I do in Circulation?

+

Circulation

-

Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for these functions.

-

Koha uses the following terms:

-
    -
  • Check Out = issue an item to a patron
    • -
  • Check In = return an item from a patron
    • -
  • Transfer = used to change the holding branch of an item
    • -
  • Holds = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)
    • -
  • Fast Cataloging = used for quick cataloging of a small record done at the time of 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:

+
    +
  • jump to the catalog search with Alt+Q
    • +
  • jump to the checkout with Alt+U +
      +
    • this will not work for Mac user
      • +
    +
    • +
  • jump to the checkin with Alt+R
    • +
+

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

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl index 4470856019..bfef66ecc7 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl @@ -1,46 +1,94 @@ -

Check Out (Issues)

+

Checking Out (Issuing)

-

To check an item out to a patron, first search for that patron using one of the many options.

+

To begin the checkout process you must enter the patron barcode or part of their name. The checkout option appears in three main places:

+ +
    +
  • Check out option on main staff client
    • +
  • Check out option on the patron record
    • +
  • Check out option on the quick search bar
    • +
+ +

Checking Items Out

+ +

To check an item out to a patron, first search for that patron using one of the many options listed above.

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

+
    -
  • IMPORTANT: Many modern barcode scanners will send a 'return' to the browser, making it so that the 'Check Out' button is automatically clicked
    • +
  • Many modern barcode scanners will send a 'return' to the browser, making it so that the 'Check Out' button is automatically clicked
+

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

+ +
    +
  • This option will only appear if you have set the SpecifyDueDate system preference to allow staff to override the due date
    • +
+ +

At the bottom of the page there is a summary of the patron's current checked out items along with the due date, items checked out today will appear at the top.

+
    -
  • This option will only appear if you have set the SpecifyDueDate system preference to allow staff to override the due date
    • +
  • This screen will show whether an item is renewable and if not, why not.
    • +
  • To override the renewal limits you can set the AllowRenewalLimitOverride system preference to allow overrides and a checkbox will appear below the list of checkouts that reads 'Override Renewal Limit'
    • +
  • Checking that box will add checkboxes in the renew column above where before the item was not renewable.
-

At the bottom of the page there is a summary of the patron's current checked out items along with the due date and the list of items the patron has on hold

-

Once you have checked out all of the items for the patron you can print them a receipt by clicking the Print buton at the top of the screen and choosing 'Print Slip'

+ +

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

+ +

Once you have checked out all of the items for the patron you can print them a receipt by clicking the Print button at the top of the screen and choosing 'Print Slip' or '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 'Quick Slip' will print only the items that were checked out today.

+

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

-

Check Out Warnings

+

Check Out Messages

+

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.

+ +
    +
  • Patron owes too much in fines
      -
    • Patron owes too much in fines -
      • You can set the amount at which patron checkouts are blocked with the noissuescharge system preference
      +
    • You can set the amount at which patron checkouts are blocked with the noissuescharge system preference
      • +
    • -
  • Patron has been barred from the library -
    • This can be set by the librarian editing a patron record and adding a flag or by the Overdue/Notice Status Triggers
    +
  • Patron has been barred from the library +
      +
    • This can be set by the librarian editing a patron record and adding a flag or by the Overdue/Notice Status Triggers
      • +
    • -
  • Patron needs to confirm their address -
    • This can be set by the librarian editing a patron record and adding a flag
    +
  • Patron needs to confirm their address +
      +
    • This can be set by the librarian editing a patron record and adding a flag
      • +
    • -
  • Patron has lost their library card -
    • This can be set by the librarian editing a patron record and adding a flag
    +
  • Patrons has lost their library card +
      +
    • This can be set by the librarian editing a patron record and adding a flag
      • +
-

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.

-

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

-

To add a message, visit the patron's record. 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.

-

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.

+

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.

+
    +
  • Patron has outstanding fines
    • +
  • Item on hold for someone else
    • +
  • Item should be on the hold shelf waiting for someone else
    • +
  • Item already checked out to this patron
    • +
  • Item checked out to another patron
    • +
  • Item not for loan
    • +
  • Patron has too many things checked out
    • +
  • Item cannot be renewed +
      +
    • This can be overridden with the AllowRenewalLimitOverride system preference
      • +
    +
    • +
  • Barcode not found
    • +
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 index 748f1b108d..3a9a25e2ef 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/overdue.tmpl @@ -2,8 +2,13 @@

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'
    • -
+

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.

+
    +
  • Tip: Large libraries can choose to filter the report before it runs by setting the FilterBeforeOverdueReport system preference to 'Require'.
    • +
+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl index 38f782adc6..a06086f300 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/pendingreserves.tmpl @@ -1,17 +1,26 @@ -

Pending Holds Help

+

Holds to Pull

-

What is a "Pending Hold"?

- -

A Pending Hold is a Hold that has been placed by a Patron that has not been "Filled". Where Filled means that the item is now ready for the Patron to pick up.

-

This report indicates all the items that have Holds on them that are currently held on the library shelves or stack.

+

This report will show you all of the items that have holds on them that are available at the library for pulling.

+ +

This report will be generated based on a few system preferences:

+ +
    +
  • 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.

+ +

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

-

How does an Hold come off this list?

-

Locate the Item on the shelf and then in Circulation, scan or enter the barcode of the item to Check In the item. The item has now been "seen" by Koha and the status has changed. The item will now appear on the "Holds Awaiting Pickup" report.

-

TIP: This report is only applicable if the ReserveNeedReturn system preference is on.

-
    -
  • Get there: More > Administration > General Preferences > Circulation
    • -
- \ No newline at end of file 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 index 658a54d685..fee78a9326 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl @@ -1,8 +1,8 @@ -

Hold ratios

+

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.

+

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.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl index e1cedd6aeb..d818359f1d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/returns.tmpl @@ -1,31 +1,56 @@ -

Circulation Check In (Returns)

+

Checking in (Returning)

+ +

Checking in items can be performed from various different locations

+ +
    +
  • The check in link on main staff client 
    • +
  • The check in option on the quick search bar on the Circulation page 
    • +
  • The check in link on the patron's checkout summary (and on the checkout summary page)
    • +
+ +

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 dropbox while the library was closed you can check the 'Dropbox mode' box before scanning items. This will effectively roll back the returned date to the last date the library was open.

+
    -
  • This requires that you have your closings added to the Holidays & Calendar Tool
    • +
  • This requires that you have your closings added to the Holidays & Calendar Tool
+

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.

-

Check In Warnings

+

Check In Messages

+

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

+ +
    +
  • If you are checking an item in at a library other than the home branch, a message will appear asking you to transfer the book to the home library +
      +
    • After this item is checked in the status of the item will be changed in the catalog to 'in transit' 
      • +
    • To mark an item as back at the home branch, check the item in at the home branch
        -
      • If you are checking an item in at a library other than the home branch, a message will appear asking you to transfer the book to the home library -
        • After this item is checked in the status of the item will be changed in the catalog to 'in transit'
          • -
        • To mark an item as back at the home branch, check the item in at the home branch -
          • A message will appear tell you that the item is not checked out, but the status will now say available in the catalog. This step is necessary to mark items as receieved by the home branch.
          • -
        -
      • If you're checking an item in that has a hold on it, you will be prompted to confirm the hold
        • -
        • Clicking the Confirm hold button will mark the item as waiting for pickup from the library
          • -
        • Clicking the Print Slip and Confirm button will mark the item as waiting for pickup at the library and present the library with a receipt to print and place on the book with the patron's information
          • -
        • Ignoring the hold will leave the item on hold, but leave its status as Available (it will not cancel the hold)
        +
      • A message will appear tell you that the item is not checked out, but the status will now say available in the catalog. This step is necessary to mark items as received by the home branch.
        • +
      • -
    • If you're checking in an item that has a hold on it at another branch you will be prompted to confirm and transfer the item -
      • Clicking the Confirm hold and Transfer button will mark the item as in transit to the library where the hold was placed
        • -
      • Clicking the Print Slip, Transfer and Confirm button will mark the item as in transit to the library where the hold was placed and present the library with a receipt to print and place on the book with the patron's information
        • -
      • Ignoring the hold will leave the item on hold, but leave its status as Available (it will not cancel the hold)
    - +
+ +
  • If you're checking an item in that has a hold on it, you will be prompted to confirm the hold +
      +
    • Clicking the Confirm hold button will mark the item as waiting for pickup from the library 
      • +
    • Clicking the Print Slip and Confirm button will mark the item as waiting for pickup at the library and present the library with a receipt to print and place on the book with the patron's information
      • +
    • Ignoring the hold will leave the item on hold, but leave its status as Available (it will not cancel the hold)
      • +
    +
    • +
  • If you're checking in an item that has a hold on it at another branch you will be prompted to confirm and transfer the item +
      +
    • Clicking the Confirm hold and Transfer button will mark the item as in transit to the library where the hold was placed 
      • +
    • Clicking the Print Slip, Transfer and Confirm button will mark the item as in transit to the library where the hold was placed and present the library with a receipt to print and place on the book with the patron's information
      • +
    • Ignoring the hold will leave the item on hold, but leave its status as Available (it will not cancel the hold)
      • +
    +
    • + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl index 1d30f88f5a..844190226e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl @@ -1,14 +1,11 @@ -

    Transfers To Receive Help

    - -

    This report depends on the system preference 'TransfersMaxDaysWarning'. If items are not transferred by the number of days defined in this preference a warning will be issued via the 'check this transfer' link.

    -
      -
    • Get there: More > Administration > General Preferences > Circulation > TransfersMaxDaysWarning
      • -
    - -

    What is a Transfer To Receive?

    -

    This report shows all the items from other libraries/branches that are in transit to your branch. The status of all these items is marked as "In Transit"

    - -

    How do I process a Transfer To Receive?

    -

    Once the item has physically arrived in your branch, click "Receive Item". This will change the status of the item from "In Transit" to "Waiting". The item will now show on the "Holds Awaiting Pick Up" report.

    +

    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.

    + + \ No newline at end of file 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 index b5632306c4..d4e6d15cc1 100644 --- 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 @@ -2,17 +2,6 @@

    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
      • -
    -

    For optimum display and ease of picking items for holds, a superlibrarian will want to configure Keyword to -MARC Mappings linking the keyword "subtitle" to 245$b, 245$p, 245$n, and 245$h.

    -
      -
    • Get there: More > Administration > Keyword to MARC mapping, and add entries for those four fields.
      • -
    - +

    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.

    + + \ No newline at end of file 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 index f052c4ba32..3f36a62f9b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl @@ -1,5 +1,7 @@ -

    Holds awaiting pickup

    +

    Holds Awaiting Pickup

    -

    List the holds that are ready & await for the patron to take them at the library

    \ No newline at end of file +

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

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl index 9f58202c9e..3c4d3ca304 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/export/marc.tmpl @@ -2,10 +2,36 @@

    MARC Export

    -

    This is a tool to export your bibliographic records in standard MARC communications format (ISO 2709). It exports only the basic bibliographic information with no holdings information other than any holdings information originally loaded into Koha using the bulkmarcimport tool.

    +

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

    -

    You are asked to provide a starting bibliographic record number and an ending number for the export. If you want to export all of your records, leave the start and end numbers blank.

    - -

    Records are downloaded to the workstation that requests the export and are saved in a file called "marc.pl."

    +
      +
    • Fill in the form in order to limit your export to a specific range (all fields are optional) +
        +
      • Choose to limit your export by any one or more of the following options +
          +
        • Limit to a bib number range
          • +
        • Limit to a specific item type
          • +
        • Limit to a specific library
          • +
        • Limit to a call number range
          • +
        • Limit to an acquisition date range
          • +
        +
        • +
      • Next choose what to skip when exporting +
          +
        • By default items will be exported, if you would like to only export bibliographic data, check the 'Don't export items' box
          • +
        • To limit your export only to items from the library you're logged in as (if you leave the 'Library' field set to 'All') or to the library you selected above check the 'Remove non-local items' box
          • +
        • You can also choose what fields you don't want to export. This can be handy if you're sharing your data, you can remove all local fields before sending your data to another library
          • +
        +
        • +
      • Finally choose the file type and file name +
          +
        • Choose to export your data in marc or marcxml format
          • +
        • Choose the name you want your file to save as
          • +
        +
        • +
      • Click 'Export'
        • +
      +
      • +
    \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tmpl new file mode 100644 index 0000000000..05d6fbb334 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-batch.tmpl @@ -0,0 +1,25 @@ + + +

    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.

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tmpl index ebe5bc3f3e..1ddf9227cd 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-layout.tmpl @@ -1,23 +1,15 @@ -

    Label Layouts

    +

    Layouts

    -

    Bibliographic Data to Print

    -

    This section determines what data will appear on the labels(s). Choose one of the following two methods of entry:

    -
      -
    • Choose Order of Text Fields to Print
      • - Any of the data fields listed may be included in the label by selecting a numeric value from the dropdown selections. These values determine the order in which the data will print (one data field per line). -
    • List Fields
      • -
      Enter a comma-separated list of fields to include on the label. You may select : -
      any 'koha field'
      -
      These include any of the data fields that may be mapped to your MARC frameworks. See Home › Administration › MARC Links for valid kohafields.
      -
      MARC fields
      -
      Specify MARC subfields as a 4-character tag-subfield string, e.g. 254a
      -
      Concatenation of koha & MARC fields
      -
      Enclose a whitespace-separated list of fields to concatenate on one line in double quotes. e.g. "099a 099b" or "itemcallnumber copynumber"
      -
      Static text strings
      -
      May be entered in single-quotes, e.g. 'My Short-Name_of_Library'
      -
      -
    +

    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.

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tmpl index f79a7f8dec..4dbaaefb89 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-profile.tmpl @@ -1,49 +1,33 @@ -

    Label Profiles

    - -

    What is a "Printer Profile"?

    - -

    A printer profile is where you setup adjustments for label offset and creep (also known as printer calibration).

    -

    Depending upon the printer you use and even the tray within the printer you use, the text on labels may be offset so that it does not appear correctly on the labels. -Even once the offset (usually measured from the upper left-hand corner) is correct, the text may appear to "creep" -print correctly on some labels, but slowly move off of other labels. -A printer profile will allow you to provide a per printer per tray per label template correction for these symptoms.

    - -

    How do I setup a Printer Profile?

    - -

    Creating a Printer Profile

    -

    -

      -
    1. First note: You can only create Printer Profiles for existing label templates.
      2. -
    2. Provide a printername and a tray name for your Profile. Note: You can only have a single instance of printername-trayname per label template.
      3. -
    3. Then select a label template from the pull-down list of templates.
      4. -
    4. Next set the horizontal and vertical offset. Be sure to use numbers which correspond to the units you specify at the bottom of the form. Negative values are permitted.
      5. -
    5. Last set the horizontal and vertical creep. Be sure to use numbers which correspond to the units you specify at the bottom of the form. Negative values are permitted.
      6. -
    6. Click on the 'Save' button at the bottom of the form to save your new profile.
      7. -
    -

    - -

    Applying a Printer Profile

    -

    -

      -
    1. After creating a Printer Profile, it must be applied to a particular label template. Note: You can only apply one Printer Profile to a given label template at a time.
      2. -
    2. Edit the label template you want to apply a profile to.
      3. -
    3. On the edit form and in the left-hand column, you will see a "Printer Profile:" field.
      4. -
    4. If one or more Printer Profiles are defined for this label template, you will see a pull-down control allowing you to select from a list of available Printer Profiles for that label template.
      5. -
    5. Select the profile you want to be applied to the label template at this time. Remember: Only one Printer Profile can be applied at any given time.
      6. -
    6. If the "Printer Profile:" field reads "None Defined" this indicates that you will need to create at least one Printer Profile for this label template in order to apply a Printer Profile to this label template.
      7. -
    -

    - -

    Tips to Remember When Adjusting a Printer Profile

    -

    -

      -
    1. All of these factor in to image position and creep. Keep this in mind when making adjustments.
      2. -
    2. Adjust margins until both top and left margins are correct.
      3. -
    3. Then adjust the label height and width to correct label creep across and down page.
      4. -
    4. Negative offset units cause overall image movement up and to the left. Positive offset units cause overall image movement down and to the right.
      5. -
    5. Negative creep units cause shrinkage of the overall image. Positive creep units cause enlarging of the overall image.
      6. -
    -

    - - +

    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.

    + +
      +
    • The Printer Name and Paper Bin do not have to match your printer exactly, they are for your reference so you can remember what printer you have set the profile for. So if you want to use the Printer model number in printer name or you can call it 'the printer on my desk'
      • +
    • Template will be filled in once you have chosen which template to apply the profile to on the template edit form
      • +
    • The Units pull down is used to define what measurement scale you're going to be using for your profile. 
      • +
    • Offset describes what happens when the entire image is off center either vertically or horizontally and creep describes a condition where the distance between the labels changes across the page or up and down the page +
        +
      • For these values, negative numbers move the error up and to the left and positive numbers move the error down and to the right
        • +
      • Example: the text is .25" from the left edge of the first label, .28" from the left edge of the second label and .31" from the left edge of the third label. This means the horizontal creep should be set to .03" to make up for this difference.
        • +
      +
      • +
    + +

    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.

    + + + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tmpl new file mode 100644 index 0000000000..25c929d12b --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-edit-template.tmpl @@ -0,0 +1,33 @@ + + +

    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.

    + +
      +
    • Template ID will be automatically generated after saving your template, this is simply a system generated unique id
      • +
    • Template Code should be something you can use to identify your template on a list of templates
      • +
    • You can use the Template Description to add additional information about the template
      • +
    • The Units pull down is used to define what measurement scale you're going to be using for the template. This should probably match the unit of measurement used on the template description provided by the product vendor. 
      • +
    • The measurements, number of columns and number of rows can be found on the vendor product packaging or website. +
        +
      • Important: If you do not supply a left text margin in the template, a 3/16" (13.5 point) left text margin will apply by default.
        • +
      +
      • +
    • 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). +
        +
      • Before picking a profile try printing some sample labels so that you can easily define a profile that is right for your printer/template combination.
        • +
      • After finding any anomalies in the printed document, create a profile and assign it to the template.
        • +
      +
      • +
    + +

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

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl index e6f0492263..dd3b179458 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl @@ -1,19 +1,44 @@ -

    Label Printing

    +

    Label Creator

    -

    How do I print Labels using this feature?

    +

    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:

    -

    The sequence of steps is:

    1. Define a Layout
    2. Define a Layout Template
    3. Merge a Layout and Layout Template via the Label Batch 

    What is a "Layout"?

    +
      +
    • Customize label layouts
      • +
    • Design custom label templates for printed labels
      • +
    • Build and manage batches of labels
      • +
    • Export single or multiple batches
      • +
    • Export single or multiple labels from within a batch
      • +
    • Export label data in one of three formats: +
        +
      • PDF - Readable by any standard PDF reader, making labels printable directly on a printer 
        • +
      • CSV - Export label data after your chosen layout is applied allowing labels to be imported in to a variety of applications
        • +
      • XML - Included as an alternate export format
        • +
      +
      • +
    -

    A layout is where you define what will print on the label. For example for a spine label you may choose the Classification Number.

    +

    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.

    -

    What is a "Layout Template"?

    +

    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.

    -

    A layout template is the dimensions of the sheet you are using. You will need to either acquire the dimensions from the label supplier, or measure them accurately.

    Layout Templates will need to be defined for each type of Label sheet or page you wish to print to.

    +

    Templates

    -

    What is a "Label Batch"?

    +

    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.

    -

    A label batch is where you take your Layout, Layout Template and merge with the items you wish to create the labels for.

    Once the merge has been completed, a PDF will be generated that can be used to print the labels.

    +

    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.

    \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tmpl index 4239904481..3e806560a0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/spinelabel-home.tmpl @@ -2,10 +2,13 @@

    Quick Spine Label Creator

    -

    This tool allows you to enter a barcode to generate a printable spine label

    +

    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.

    + +
      +
    • Define the fields you want to print on the spine label in the SpineLabelFormat system preference
      • +
    • Format your label printing by editing spinelabel.css found in koha-tmpl/intranet-tmpl/prog/en/css/
      • +

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

    -
    • Define the fields you want to print on the spine label in the SpineLabelFormat system preference
      • -
      • Get there: More > Administration > Global System Preferences > Cataloging > SpineLabelFormat
      -
    • Format your label printing by editing spinelabel.css found in koha-tmpl/intranet-tmpl/prog/en/css/
    \ No newline at end of file + \ No newline at end of file -- 2.39.5