From 4cc50cc3b4e594b04764650e44edf4bd2e5fab04 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Fri, 7 Oct 2011 14:01:03 -0400 Subject: [PATCH] Bug 6966 Update Serials Help This patch updates the serials help files. --- .../modules/help/serials/checkexpiration.tt | 24 +-- .../prog/en/modules/help/serials/claims.tt | 27 +-- .../help/serials/serials-collection.tt | 2 + .../en/modules/help/serials/serials-edit.tt | 18 +- .../en/modules/help/serials/serials-home.tt | 4 +- .../modules/help/serials/subscription-add.tt | 187 +++++++----------- .../help/serials/subscription-detail.tt | 2 + 7 files changed, 113 insertions(+), 151 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt index d521711297..ba9704d964 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tt @@ -1,19 +1,13 @@ [% INCLUDE 'help-top.inc' %] -

Check Expiration

+

Check Serial 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

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When adding serials you enter a subscription length, using the check expiration tool you can see when your subscriptions are about to expire. To use the tool click the link to 'Check expiration' on the serials menu.

- - [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file +

In the form that appears you need to enter at least a date to search by.

+ +

In your results you will see all subscriptions that will expire before the date you entered. From there you can choose to view the subscription further or renew it in one click.

+ +

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

+ +[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt index 615a170a35..b27f9b4536 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tt @@ -2,16 +2,17 @@

Serials Claims

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What are Claims?

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Claims are notices that you send when an issue that was expected has not been received by the library.

- -

How to lodge a Claim?

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Make a selection from the drop down list. The "All Vendors" count gives you a count of the total number of current item claims across all vendors.

-

There are two ways to lodge a claim with the vendor:

-
    -
  1. Using a Letter defined in Notices. Note that you will need to set up the notice.
    2. -
  2. Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the vendor.
    3. -
- -

How to resolve a Claim?

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The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file +

Koha can send email messages to your serial vendors if you have late issues. To the left of the main serials page there is a link to 'Claims'

+ +

The links to claims also appears to the left of the subscription detail page

+ +

If you don't have a claim notice defined yet you will see a warning message that you need to first define a notice.

+ +

Clicking 'Claims' will open a report that will ask you to choose from your various serial vendors to generate claims for late issues.

+ +

From the list of late issues you can choose which ones you want to send a claim email to by clicking the checkbox to the left of late issue, choosing the notice template to use and clicking the 'Send notification' button.

+ +

See the full documentation for Serial Claims in the manual (online).

+ +[% INCLUDE 'help-bottom.inc' %] + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt index de22c6b3bb..21603259d4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-collection.tt @@ -10,4 +10,6 @@

If you are adding multiple issues at once or if the latest expected issue is late, you can click the 'Generate Next' button to generate the next issue based on the subscription pattern.

+

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

+ [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt index aef069f1b5..f2d3464e6e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tt @@ -2,7 +2,7 @@

Recieving Serials

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Issues can be marked as received from several locations. To find a subscription, use the search box at the top of the Serials page to search for the serial you'd like to receive issues for.

+

Issues can be marked as received from several locations. To find a subscription, use the search box at the top of the Serials page to search for the serial you'd like to receive issues for

From the search results you can click the 'Serial Receive' link or you can click on the subscription title and then click the 'Receive' button.

@@ -13,11 +13,17 @@

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

+

If you are receiving multiple issues at once, or have marked an issue as 'Late' or 'Missing' there you can click the 'Generate Next' button below the list of issues.

+ +

Clicking this button will generate the next issue for you and mark the previously expected issue as 'Late' automatically. You can then check the 'Edit' box to the right of each issue and edit the status on multiple issues at once.

+ +

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

+ [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt index f36da2170f..c5a794d3a2 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tt @@ -4,7 +4,9 @@

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

-

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

+

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

+ +

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

[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt index dfa1547a8d..ac3d337979 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tt @@ -2,133 +2,88 @@

Add A New Serial Subscription

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

- . -

How do I set up a new subscription?

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There are two sections to this form:

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

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1 ) General informations (subscription details)

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Step 1: Search for a Supplier

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If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record the form will include the bib info).

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

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Step 2: Search for Biblio

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

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

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

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

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

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

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

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2) Serials planning

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

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

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Step 1: First Issue publication date

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

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Step 2: Frequency

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

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Step 3: Numbering Pattern

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Drop down list of the main numbering patterns:

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

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  • 'Librarian' field will show the logged in librarian's username
    • +
  • 'Vendor' can be found by either searching vendors entered via the Acquisitions module or entering the vendor ID number -

    Example for "Rollover at" for "Volume, Number" pattern

    +
    • +
  • 'Biblio' is the MARC record you'd like to link this subscription to - - -

    If you choose “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen.

    - - -

    Step 4: Fill out the Subscription length box

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    Indicate the expected length of time that this serial will be subscribed to.

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    You have to indicate the subscription start date. It may be different from the First issue publication date entered above.

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    Example : for periodicity 1/3 months, you may have subscription start date 2009-01-01 and First issue publication date 2009-03-15

    - -

    Subscription length : this sets up the expiry date in the system and also sets up an Alert a month before expected expiry.

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    Subscription end date : calculated from subscription start date and length. But you can add / modify subscription end date, for instance if subscription stops before the expiry planned date

    - -

    Step 5: Numbering formula

    - -

    If a choice has been made in the Numbering Pattern section then the Numbering Calculation will automatically be filled out and presented in this section. It is possible to modify text in it, but don't modify {X}, {Y}, {Z}. However, if the Numbering Pattern is “None of the above” then a formula will be presented and the user must fill this out.

    -

    The "numbering formula" can be filled with any text and/or numbers. Three special tokens {X}, {Y} and {Z} can be used to define the calculation formula. This allows you to define patterns not possible with the Numbering Pattern drop downs.

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    Example : Number {X}, {Y} quarter, {Z}, where {Z} means year

    - -

    See below Advanced pattern

    - -

    3) Test prediction pattern

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    Choosing Test prediction pattern allows you to see exceptions found by the system (e.g Item arrives monthly but only 10 issues in the year). Set the rollover to the max number of issues expected in the year.

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    When irregularities are detected, you can choose date(s) when you won't receive an issue. (use Shift + click, or CTRL + click to select several dates)

    - - -

    4) Add Subscription

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    Once that is filled out then you see the completed details page. If there is a mistake you can go back and Edit the details.

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    Next step - Receive issues (see online help on Receive Issues page)

    - -

    Advanced Pattern : how does planning work

    - - - -

    Example : monthly subscription, start date april 2009, lenght 12 months, first publication date april 2009, numbering formula vol {X} no {Y} year {Z}

    -

    numbering for {X}

    +
    • +
  • Next you can choose whether a new item is created when receiving an issue
    • +
  • 'Location' is for the shelving location
    • +
  • 'Call Number' is for your item's call number prefix
    • +
  • 'Library' is the branch that owns this subscription. + +
    • +
  • The 'Grace Period' is the number of days before an issue is automatically moved from 'expected' status to 'waiting' and how many days before an issue is automatically moved from 'waiting' status to 'late'
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  • Use the 'Public Note' for any notes you would like to appear in the OPAC for the patrons
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  • 'Nonpublic Note' should be used for notes that are only visible to the librarians via the staff client
    • +
  • To set up a routing list for serials, choose 'Routing List' from the 'Patron notification' field. + +
    • +
  • The Staff and OPAC Display options allow you to control how many issues appear by default on bibliographic records in the Staff Client and the OPAC + +
    • +
  • In 'First issue publication date' you want to enter the date of the issue you have in your hand, the date from which the prediction pattern will start
    • +
  • There are several pre-defined options for the 'Frequency' of publication + +
    • +
  • Checking the 'Manual history' box will allow you to enter serials outside the prediction pattern.
    • +
  • 'Numbering pattern' will help you determine how the numbers are printed for each issue -

    numbering for {Y}

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  • Start with the numbering on the issue you have in hand, the numbering that matches the date you entered in the 'First issue publication' field
    • +
  • If you have chosen any 'Numbering Format' other than 'Number' in the 'Rollover at' field, enter the last issue number before the volume number changes +
    • +
  • You can choose to create your own numbering pattern by choosing 'None of the above' and clicking the 'Show/Hide Advanced Pattern' button at the bottom of the form
    • -

    numbering for {Z}

    - +

    Click 'Save Subscription' to save the information you have entered.

    + +

    See the full documentation for Adding a Subscription in the manual (online).

    + [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt index 4540add64a..7d23d60c20 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-detail.tt @@ -6,4 +6,6 @@

    From here you can edit your subscription, renew it and/or recieve issues.

    +

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

    + [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file -- 2.39.2