From cebfb00073ca5a719eea295f92562ce67b845092 Mon Sep 17 00:00:00 2001 From: Nicole Engard Date: Fri, 14 Aug 2009 19:47:13 -0500 Subject: [PATCH] Updated help files - Part 3 Signed-off-by: Galen Charlton --- .../en/modules/help/acqui/lateorders.tmpl | 13 + .../en/modules/help/admin/aqbookfund.tmpl | 43 +++- .../modules/help/cataloguing/addbiblio.tmpl | 238 +++++++++++++++++- .../help/suggestion/acceptorreject.tmpl | 71 +++++- 4 files changed, 342 insertions(+), 23 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl new file mode 100644 index 0000000000..70ff67f132 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/lateorders.tmpl @@ -0,0 +1,13 @@ + + +

Late Orders

+

+Late orders is a report that checks for orders that were placed X days ago and still haven't been marked as received. +

+ + + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl index 0097268bdb..c9f0cd9b33 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl @@ -1,10 +1,41 @@

Fund Administration

+

+TIP: Funds may be ignored if you are setting your Global System Preferences for 'Acquisitions' to +"simple" acquisitions: the funds are only useful when using "normal" +acquisitions.
+ +

+

Funds & Budgets
+

+

+"Funds" are accounts that you establish to track your +expenditures for library materials. They may be used for any kind of +material and should match the lines in your materials budget. For +instance, if your library establishes a budget line for books, another +for audiovisual materials, a third line for magazines, and a fourth +budget line for electronic databases, then you would have four funds.
+
+TIP: The first time you access this page, you will be asked to add your +first fund -- thereafter you will have the option of editing and +deleting funds. +

+

Adding a Fund

+ +From this module you can easily see what has been spent from each budget -

The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.

-

Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.

-

"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.

-

Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.

-

Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.)

-

NOTE: Your dates will not save correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)

\ No newline at end of file + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl index 961c5752af..9d29ef4a73 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tmpl @@ -1,15 +1,241 @@ -

Add MARC Record Help

How do I add the cataloging data?

+

Cataloging

+

+Cataloging in Koha can be done one of two +ways.  This manual will explain how to use the labeled MARC view for +cataloging.  The other way to catalog is to use the ‡bilbios cataloging +plugin.  +

+

Adding a Bib Record
+

+

+To +catalog a new record, you need to be in Koha's 'Cataloguing' module. +You can find this module in your global nav at the top of the screen, +under the 'More' dropdown list. +

+ + + +

+Original Cataloging

+ +

Leader Plugin

+ + + +

Adding Additional Fields

+ +

Authority Plugin

+ +

+ Using Z39.50 for Copy Cataloging

+

+To perform a Z39.50 search +

+ + +

Editing a record

+

+Editing a record is mostly the same as adding +a record except that you will find that your fields will only display +the subfields that you entered data in.  When adding a new record you +will see this for a 650 field. +

+

+When editing you will only see +

+

+To show all possible subfields in the framework, click on the text of the MARC field +

+

Deleting Records

+ -

Koha has an built in z39.50 client that can be used to query any number of z39.50 servers. To use the z39.50 search enter at least the ISBN and Title. The search will give you results form  the servers you query. Select the record you wish to use and the fields will be populated with cataloging information from that server.

To use this feature you will need to setup z39.50 servers to query under "System Administration".

+

Questions
+

-

What do the "..." mean?

+

"I searched on the MARC record I just added, and no results were found"

+

+If your catalog changes aren't visible in search results, it is because +of the indexing process. Indexing can take anywhere from 1 minute to 4 +hours, depending on the load. If you do not see the new records by the +following day, (24hrs) contact your system administrator.
+

+

How to reorder my subject heading subfields so they appear in the proper order?

+

+By default Koha alphabetizes your 6xx subfields, but you can easily +move them around by clicking on the arrow on the left hand side of the +subfield. This will allow you to put the headings in the order that +best suits your item. +

+

Can I duplicate a record in my system to do some copy cataloging?
+

-

The ... to the right of the input field are used to indicate that this field uses a plugin. Various plugins have been created to help make it easier to catalog records more quickly.

If you click in the input field of any field that has a ..., the field will be populated with the default data for the plugin. This default data is set either by the plugin itself or system preferences.

Clicking on the ... for some plugins will bring up a pop up window where you can make various selections to populate the field. This is partiuclarly useful for Leaders and other data element fields.

Talk to your system administrator about loading additional plugins for use in this module.

+ + +

How do I overlay a full +bib record over the brief one that was added at acquisitions?

+

+The librarian added orders using the form in Koha, then +'received' them on that brief record.  Is there a way to download the full record right in acquisitions so +that the item gets attached to that full record? Or if not that, a way +to replace the brief record with a complete one?

+

Search for the partial record in your catalog and then go to Edit > +Edit Record and from there you can do a Z39.50 search to pull in a more +full record or you can do your full cataloging there. +

+

+  +

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl index fb369c597c..b0c6dc7b3c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl @@ -1,15 +1,64 @@

Suggestions Management

-

What are Purchase Suggestions?

-

Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.

-

To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").

- -

How do I manage suggestions?

-

Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.

-

Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".

-

Marking an item as "Rejected", will move the selected item to the rejected tab.

-

When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are AuthoriZed values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.

-

The authorized values for "Reason" can be set under System Administration > Authorized Values. From the drop down select the "SUGGEST" authorized value category and add your custom reasons.

-

Once the status and reason have been selected, these will display for the suggestor in the OPAC.

\ No newline at end of file +

+Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items. +

+

+IMPORTANT: To use this feature, purchase suggestions need to be turned on in +system preferences.
+ +

+ +IMPORTANT: Suggestions are only managed here if the emailPurchaseSuggestions preference is turned off.
 + + +

Manage Suggestions
+

+

+To manage suggestions, go to More > Acquisitions +

+ + + \ No newline at end of file -- 2.39.2