<p>Once your basket is created you are presented with several options for adding items to the order.</p>
<ul>
- <li>If you are ordering another copy of an existing item, you can simply search for the record in your system.
+ <li>If you are ordering another copy of an existing item, you can simply search for the record in your system.
<ul>
- <li>From the results, simply click 'Order' to be brought to the order form.
+ <li>From the results, simply click 'Order' to be brought to the order form.
<ul>
- <li>All of the details associated with the item will already be listed under 'Catalog details.'</li>
+ <li>All of the details associated with the item will already be listed under 'Catalog details.'</li>
</ul>
</li>
</ul>
</li>
- <li>If you allow patrons to make purchase suggestions (learn more in the Managing Suggestions section of this manual), then you can place orders from those suggestions.</li>
- <li>From the results, click 'Order' next to the item you want to order and you will be presented with the order form including a link to the suggestion
+ <li>If you allow patrons to make purchase suggestions (learn more in the Managing Suggestions section of this manual), then you can place orders from those suggestions.</li>
+ <li>From the results, click 'Order' next to the item you want to order and you will be presented with the order form including a link to the suggestion
<ul>
- <li>From this form you can make changes to the Catalog Details if necessary.</li>
- <li>When the item appears in your basket it will include a link to the suggestion.</li>
+ <li>From this form you can make changes to the Catalog Details if necessary.</li>
+ <li>When the item appears in your basket it will include a link to the suggestion.</li>
</ul>
</li>
- <li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'
+ <li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'
<ul>
- <li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering.</li>
+ <li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering.</li>
</ul>
</li>
- <li>If you want to search other libraries for an item to purchase, you can use the 'From an external source' option that will allow you to order from a MARC record found via a Z39.50 search.
+ <li>If you want to search other libraries for an item to purchase, you can use the 'From an external source' option that will allow you to order from a MARC record found via a Z39.50 search.
<ul>
- <li>From the results, click the Order link next to the item you want to purchase.</li>
- <li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed.
+ <li>From the results, click the Order link next to the item you want to purchase.</li>
+ <li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed.
<ul>
- <li>From the warning, you can choose to order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
+ <li>From the warning, you can choose to order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
</ul>
</li>
- <li>In the order form that pops up, you will not be able to edit the catalog details.</li>
+ <li>In the order form that pops up, you will not be able to edit the catalog details.</li>
</ul>
</li>
- <li>The next option for ordering is to order from a staged record.
+ <li>The next option for ordering is to order from a staged record.
<ul>
- <li>From the list of files you are presented with, choose the 'Add orders' link to add the records in the staged file to your order.</li>
- <li>Next to each title is a checkbox, check the items you would like to order, or choose 'Check all' at the top. Depending on your settings in the MarcFieldsToOrder preference Koha will populate the next screen with with the relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found within the staged file.</li>
- <li>In the 'Item Information' tab you can enter information that will be added to every ordered item such as item type, collection code and not for loan status.</li>
- <li>If no information is imported from the MARC record regarding fund information the 'Default accounting details' tab can be used to apply values related to the accounting.</li>
+ <li>From the list of files you are presented with, choose the 'Add orders' link to add the records in the staged file to your order.</li>
+ <li>Next to each title is a checkbox, check the items you would like to order, or choose 'Check all' at the top. Depending on your settings in the MarcFieldsToOrder preference Koha will populate the next screen with with the relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found within the staged file.</li>
+ <li>In the 'Item Information' tab you can enter information that will be added to every ordered item such as item type, collection code and not for loan status.</li>
+ <li>If no information is imported from the MARC record regarding fund information the 'Default accounting details' tab can be used to apply values related to the accounting.</li>
</ul>
</li>
- <li>The final option for ordering is to order from a list of titles with the highest hold ratios
+ <li>The final option for ordering is to order from a list of titles with the highest hold ratios
<ul>
- <li>This option will take you to the Holds Ratio report where you can find items with a high hold ratio and order additional copies. Next to each title will be a link with the number of items to order, click that and it will add the item to your basket.</li>
+ <li>This option will take you to the Holds Ratio report where you can find items with a high hold ratio and order additional copies. Next to each title will be a link with the number of items to order, click that and it will add the item to your basket.</li>
</ul>
</li>
</ul>
<ul>
<li>Quantity is populated by the number of items you've added to the order above.</li>
- <li>The list of funds is populated by the funds you have assigned in the Acquisitions Administration area.</li>
+ <li>The list of funds is populated by the funds you have assigned in the Acquisitions Administration area.</li>
<li>The currency pull down will have the currencies you set up in the Acquisitions Administration area.</li>
<li>The vendor price is the price before any taxes or discounts are applied.</li>
- <li>If the price is uncertain, check the uncertain price box.
+ <li>If the price is uncertain, check the uncertain price box.
<ul>
<li>A basket with at least one uncertain price can't be closed.</li>
</ul>
<p>Patrons are assigned to one of six main categories:</p>
<ul>
- <li>Adult
+ <li>Adult
<ul>
- <li>Most common patron type, usually used for a general 'Patron' category.</li>
+ <li>Most common patron type, usually used for a general 'Patron' category.</li>
</ul>
</li>
- <li>Child
+ <li>Child
<ul>
- <li>Children patrons can have a guardian to be attached to them.</li>
+ <li>Children patrons can have a guardian to be attached to them.</li>
</ul>
</li>
- <li>Staff
+ <li>Staff
<ul>
- <li>Patrons within the staff category will have access to the staff client.</li>
+ <li>Patrons within the staff category will have access to the staff client.</li>
</ul>
</li>
- <li>Organizational
+ <li>Organizational
<ul>
- <li>Organizational patrons are organizations. Organizations can be used as guarantors for Professional patrons.</li>
+ <li>Organizational patrons are organizations. Organizations can be used as guarantors for Professional patrons.</li>
</ul>
</li>
- <li>Professional
+ <li>Professional
<ul>
- <li>Professional patrons can be linked to Organizational patrons</li>
+ <li>Professional patrons can be linked to Organizational patrons</li>
</ul>
</li>
- <li>Statistical
+ <li>Statistical
<ul>
- <li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>
+ <li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>
</ul>
</li>
</ul>
<ul>
<li>The 'Category Code' is an identifier for your new code.
<ul>
- <li style="color: #990000;">Important: The category code is limited to 10 characters (numbers and letters)</li>
+ <li style="color: #990000;">Important: The category code is limited to 10 characters (numbers and letters)</li>
</ul>
</li>
- <li>Enter a plain text version of the category in the 'Description' field.</li>
- <li>Enrollment period (in months) should be filled in if you have a limited enrollment period for your patrons (eg. Student cards expire after 9 months or until a specific date)
+ <li>Enter a plain text version of the category in the 'Description' field.</li>
+ <li>Enrollment period (in months) should be filled in if you have a limited enrollment period for your patrons (eg. Student cards expire after 9 months or until a specific date)
<ul>
- <li style="color: #990000;">Important: You cannot enter both a month limit and a date until. Choose to enter either one or the other.</li>
+ <li style="color: #990000;">Important: You cannot enter both a month limit and a date until. Choose to enter either one or the other.</li>
</ul>
</li>
<li>Some patron categories can have a minimum age (in years) requirement associated with them, enter this age in the 'Age required'
<li style="color: #990000;">Important: This value will only be checked if BorrowerMandatoryField defines the dateofbirth as a required field on the patron record</li>
</ul>
</li>
- <li>If you charge a membership fee for your patrons (such as those who live in another region) you can enter that in the 'Enrollment fee' field.
+ <li>If you charge a membership fee for your patrons (such as those who live in another region) you can enter that in the 'Enrollment fee' field.
<ul>
- <li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
+ <li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
</ul>
</li>
- <li>If you want your patron to receive overdue notices, set the 'Overdue notice required' to 'Yes'</li>
- <li>If you charge patrons for placing holds on items, enter the fee amount in the 'Hold fee' field.
+ <li>If you want your patron to receive overdue notices, set the 'Overdue notice required' to 'Yes'</li>
+ <li>If you charge patrons for placing holds on items, enter the fee amount in the 'Hold fee' field.
<ul>
- <li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
+ <li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
</ul>
</li>
- <li>In the 'Category type' field choose one of the six main parent categories</li>
- <li>The Branch Limitations let you limit this patron category to only some branches in your library system. Select 'All branches' if you would like any library to be able to use this category.</li>
- <li>You can decide if this patron category is blocked from performing actions in the OPAC if their card is expired using the next option. By default it will follow the rule set in the BlockExpiredPatronOpacActions preference</li>
- <li>Finally you can assign advanced messaging preferences by default to a patron category
+ <li>In the 'Category type' field choose one of the six main parent categories</li>
+ <li>The Branch Limitations let you limit this patron category to only some branches in your library system. Select 'All branches' if you would like any library to be able to use this category.</li>
+ <li>You can decide if this patron category is blocked from performing actions in the OPAC if their card is expired using the next option. By default it will follow the rule set in the BlockExpiredPatronOpacActions preference</li>
+ <li>Finally you can assign advanced messaging preferences by default to a patron category
<ul>
- <li style="color: #990000;">Important: Requires that you have EnhancedMessagingPreferences enabled</li>
- <li style="color: #990000;">Important: These can be changed for individual patrons, this setting is just a default to make it easier to set up messages for an entire category</li>
+ <li style="color: #990000;">Important: Requires that you have EnhancedMessagingPreferences enabled</li>
+ <li style="color: #990000;">Important: These can be changed for individual patrons, this setting is just a default to make it easier to set up messages for an entire category</li>
</ul>
</li>
</ul>
<p><strong>See the full documentation for Patron Categories in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/patscirc.html#patcats">manual</a> (online).</strong></p>
-[% INCLUDE 'help-bottom.inc' %]
\ No newline at end of file
+[% INCLUDE 'help-bottom.inc' %]
<ul>
<li>Click 'New Record'
<ul>
- <li>Choose the framework you would like to base your record off of</li>
+ <li>Choose the framework you would like to base your record off of</li>
</ul>
</li>
</ul>
<ul>
<li>Click 'z39.50 Search'
<ul>
- <li>Search for the item you would like to catalog
+ <li>Search for the item you would like to catalog
<ul>
- <li>Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>
+ <li>Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>
</ul>
</li>
<li>Search targets can be altered by using the Z39.50 Admin area.</li>
<p>Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging</p>
<ul>
- <li>To expand a collapsed tag click on the tag description</li>
- <li>If you would rather not see the MARC tag numbers you can change the value in your hide_marc system preference or each user can check the box next to 'Show tags' at the top of the editor.</li>
+ <li>To expand a collapsed tag click on the tag description</li>
+ <li>If you would rather not see the MARC tag numbers you can change the value in your hide_marc system preference or each user can check the box next to 'Show tags' at the top of the editor.</li>
<li>To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number
<ul>
- <li>If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the 'Show MARC tag documentation links' note at the top right of the editor</li>
+ <li>If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the 'Show MARC tag documentation links' note at the top right of the editor</li>
</ul>
</li>
<li>Sometimes fields may not be editable due to the value in your <span class="link">BiblioAddsAuthorities</span>system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.
<ul>
- <li>If this icon appears you must click the icon to the right of the field to search for an existing authority.</li>
- <li>From the results list click 'Choose authority' to bring that into your catalog record</li>
+ <li>If this icon appears you must click the icon to the right of the field to search for an existing authority.</li>
+ <li>From the results list click 'Choose authority' to bring that into your catalog record</li>
</ul>
</li>
- <li>To duplicate a field click on the 'repeat this tag' icon to the right of the tag
+ <li>To duplicate a field click on the 'repeat this tag' icon to the right of the tag
<ul>
- <li>To move subfields in to the right order, click the up arrow to the left of the field</li>
- <li>To duplicate a subfield click on the clone icon (to remove a copied field, click the delete clone icon) to the right of the field</li>
- <li>To remove a subfield (if there is more than one of the same type), click the - (minus sign) to the right of the field</li>
+ <li>To move subfields in to the right order, click the up arrow to the left of the field</li>
+ <li>To duplicate a subfield click on the clone icon (to remove a copied field, click the delete clone icon) to the right of the field</li>
+ <li>To remove a subfield (if there is more than one of the same type), click the - (minus sign) to the right of the field</li>
</ul>
</li>
- <li>To use a plugin click on the icon to the right of the filed
+ <li>To use a plugin click on the icon to the right of the filed
<ul>
- <li>Some fixed fields have editors that will change based on the material type you're cataloging (for example the 006 and the 008 fields)</li>
+ <li>Some fixed fields have editors that will change based on the material type you're cataloging (for example the 006 and the 008 fields)</li>
</ul>
</li>
- <li>Once you've finished, click the 'Save' button at the top and choose whether you want to save and view the bib record you have created or continue on to add/edit items attached to the record
+ <li>Once you've finished, click the 'Save' button at the top and choose whether you want to save and view the bib record you have created or continue on to add/edit items attached to the record
<ul>
- <li>If you are about to add a duplicate record to the system you will be warned before saving</li>
+ <li>If you are about to add a duplicate record to the system you will be warned before saving</li>
</ul>
</li>
</ul>
<p>To add a new notice or slip</p>
<ul>
- <li>Click 'New Notice'</li>
- <li>Choose which library this notice or slip is for</li>
- <li>Choose the module this notice is related to</li>
- <li>The Code is limited to 20 characters
+ <li>Click 'New Notice'</li>
+ <li>Choose which library this notice or slip is for</li>
+ <li>Choose the module this notice is related to</li>
+ <li>The Code is limited to 20 characters
<ul>
- <li style="color: #990000;">Important: When working with the overdue notices you want each notice at each branch to have a unique code. Think about using the branch code in front of the notice code for each branch.</li>
+ <li style="color: #990000;">Important: When working with the overdue notices you want each notice at each branch to have a unique code. Think about using the branch code in front of the notice code for each branch.</li>
</ul>
</li>
- <li>Use the name field to expand on your Code
+ <li>Use the name field to expand on your Code
<ul>
- <li style="background-color: #ffe599;">Tip: With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.</li>
+ <li style="background-color: #ffe599;">Tip: With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.</li>
</ul>
</li>
- <li>Next you can customize the notice for every possible delivery method
+ <li>Next you can customize the notice for every possible delivery method
<ul>
- <li>Every notice should have an Email template set for it</li>
- <li>Next, you can set up a Feed template</li>
- <li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li>
- <li>If you plan on printing this notice you can set the Print template next</li>
- <li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li>
+ <li>Every notice should have an Email template set for it</li>
+ <li>Next, you can set up a Feed template</li>
+ <li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li>
+ <li>If you plan on printing this notice you can set the Print template next</li>
+ <li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li>
</ul>
</li>
- <li>Each notice offers you the same options
+ <li>Each notice offers you the same options
<ul>
- <li>If you plan on writing the notice or slip in HTML check the 'HTML Message' box, otherwise the content will be generated as plain text</li>
- <li>Message Subject is what will appear in the subject line of the email</li>
- <li>In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.
+ <li>If you plan on writing the notice or slip in HTML check the 'HTML Message' box, otherwise the content will be generated as plain text</li>
+ <li>Message Subject is what will appear in the subject line of the email</li>
+ <li>In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.
<ul>
- <li><span style="color: #990000;">Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags.</span>
+ <li><span style="color: #990000;">Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags.</span>
<ul>
- <li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li>
+ <li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li>
</ul>
<ul>
- <li>The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:<item>"<<biblio.title>>" by
+ <li>The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:<item>"<<biblio.title>>" by
<<biblio.author>>, <<items.itemcallnumber>>,
Barcode: <<items.barcode>> , Checkout date:
<<issues.issuedate>>, Due date:
<<issues.date_due>> </item></li>
</ul>
</li>
- <li style="color: #990000;">Important: Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>></li>
- <li style="background-color: #ffe599;">Tip: To add today's date you can use the <<today>> syntax</li>
+ <li style="color: #990000;">Important: Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>></li>
+ <li style="background-color: #ffe599;">Tip: To add today's date you can use the <<today>> syntax</li>
</ul>
</li>
</ul>
<p>Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & Slips tool and their style using the NoticeCSS preference to define a stylesheet. Here are some of what those notices do</p>
<ul>
- <li>ACCTDETAILS
+ <li>ACCTDETAILS
<ul>
- <li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li>
+ <li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li>
</ul>
</li>
- <li>ACQCLAIM (Acquisition Claim)
+ <li>ACQCLAIM (Acquisition Claim)
<ul>
- <li>Used in the claim acquisition module</li>
- <li><em>Get there:</em> More > Acquisitions > Late issues</li>
+ <li>Used in the claim acquisition module</li>
+ <li><em>Get there:</em> More > Acquisitions > Late issues</li>
</ul>
</li>
- <li>CHECKIN
+ <li>CHECKIN
<ul>
- <li>This notice is sent as the 'Check in' notice for all items that are checked in</li>
- <li>This notice is used if two criteria are met:
+ <li>This notice is sent as the 'Check in' notice for all items that are checked in</li>
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>CHECKOUT
+ <li>CHECKOUT
<ul>
- <li>This notice is sent as the 'Check out' notice for all items that are checked out</li>
- <li>This notice is used if two criteria are met:
+ <li>This notice is sent as the 'Check out' notice for all items that are checked out</li>
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>DUE
+ <li>DUE
<ul>
- <li>This notice is sent as the 'Item due' for an item is due</li>
- <li>This notice is used if two criteria are met:
+ <li>This notice is sent as the 'Item due' for an item is due</li>
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>DUEDGST
+ <li>DUEDGST
<ul>
- <li>This notice is sent as the 'Item due' for all items that are due</li>
- <li>This notice is used if two criteria are met:
+ <li>This notice is sent as the 'Item due' for all items that are due</li>
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice as a digest
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice as a digest
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>HOLD (Hold Available for Pickup)
+ <li>HOLD (Hold Available for Pickup)
<ul>
- <li>This notice is used if two criteria are met:
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
- <li>When this notice references the branches table it is referring to the pickup branch information.</li>
+ <li>When this notice references the branches table it is referring to the pickup branch information.</li>
</ul>
</li>
- <li>HOLDPLACED (a notice to the library staff that a hold has been placed)
+ <li>HOLDPLACED (a notice to the library staff that a hold has been placed)
<ul>
- <li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li>
- <li>When this notice references the branches table it is referring to the pickup branch information.</li>
+ <li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li>
+ <li>When this notice references the branches table it is referring to the pickup branch information.</li>
</ul>
</li>
- <li>ODUE (Overdue Notice)
+ <li>ODUE (Overdue Notice)
<ul>
- <li>This notice is used to send Overdue Notices to Patrons</li>
- <li>Requires that you set Overdue Notice/Status Triggers</li>
+ <li>This notice is used to send Overdue Notices to Patrons</li>
+ <li>Requires that you set Overdue Notice/Status Triggers</li>
</ul>
</li>
- <li>PREDUE
+ <li>PREDUE
<ul>
- <li>This notice is sent as the 'Advanced notice' for an item is due</li>
- <li>This notice is used if two criteria are met:
+ <li>This notice is sent as the 'Advanced notice' for an item is due</li>
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>PREDUEDGST
+ <li>PREDUEDGST
<ul>
- <li>This notice is sent as the 'Advanced notice' for all items that are due</li>
- <li>This notice is used if two criteria are met:
+ <li>This notice is sent as the 'Advanced notice' for all items that are due</li>
+ <li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The patron has requested to receive this notice as a digest
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice as a digest
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>RENEWAL
+ <li>RENEWAL
<ul>
- <li>This notice is sent as the 'Check out' notice for all items that are renewed</li>
- <li>This notice is used if three criteria are met:
+ <li>This notice is sent as the 'Check out' notice for all items that are renewed</li>
+ <li>This notice is used if three criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
- <li>The RenewalSendNotice preference is set to 'Send'</li>
- <li>The patron has requested to receive the checkout notice
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The RenewalSendNotice preference is set to 'Send'</li>
+ <li>The patron has requested to receive the checkout notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
- <li>RLIST (Routing List)
+ <li>RLIST (Routing List)
<ul>
- <li>Used in the serials module to notify patrons/staff of new issues of a serial
+ <li>Used in the serials module to notify patrons/staff of new issues of a serial
<ul>
- <li><em>Get there:</em> More > Serials > New Subscription</li>
+ <li><em>Get there:</em> More > Serials > New Subscription</li>
</ul>
</li>
- <li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li>
- <li style="background-color: #ffe599;">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</li>
+ <li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li>
+ <li style="background-color: #ffe599;">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</li>
</ul>
</li>
- <li>SHARE_ACCEPT
+ <li>SHARE_ACCEPT
<ul>
- <li>Used to notify a patron when another patron has accepted their shared list.</li>
- <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
+ <li>Used to notify a patron when another patron has accepted their shared list.</li>
+ <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
</ul>
</li>
- <li>SHARE_INVITE
+ <li>SHARE_INVITE
<ul>
- <li>Used to notify a patron that another patron would like to share a list with them.</li>
- <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
+ <li>Used to notify a patron that another patron would like to share a list with them.</li>
+ <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
</ul>
</li>
</ul>
<p>There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & Slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:</p>
<ul>
- <li>ISSUEQSLIP
+ <li>ISSUEQSLIP
<ul>
- <li>Used to print the quick slip in circulation</li>
- <li>The quick slip only includes items that were checked out today</li>
+ <li>Used to print the quick slip in circulation</li>
+ <li>The quick slip only includes items that were checked out today</li>
</ul>
</li>
- <li>ISSUESLIP
+ <li>ISSUESLIP
<ul>
- <li>Used to print a full slip in circulation</li>
- <li>The slip or receipt will show items checked out today as well as items that are still checked out</li>
+ <li>Used to print a full slip in circulation</li>
+ <li>The slip or receipt will show items checked out today as well as items that are still checked out</li>
</ul>
</li>
- <li>RESERVESLIP
+ <li>RESERVESLIP
<ul>
- <li>Used to print a holds slip</li>
- <li>The holds slip is generated when a hold is confirmed</li>
+ <li>Used to print a holds slip</li>
+ <li>The holds slip is generated when a hold is confirmed</li>
</ul>
</li>
- <li>TRANSFERSLIP
+ <li>TRANSFERSLIP
<ul>
- <li>Used to print a transfer slip</li>
- <li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li>
+ <li>Used to print a transfer slip</li>
+ <li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li>
</ul>
</li>
</ul>
projects / koha.git / commitdiff