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+<p><br /><font size="4" id="bmak"><strong>Ordering</strong></font><br /></p><ul><li>Click 'New order'</li><li>You can add a new order from a book you already have in your catalog, a suggestion from a patron or an empty form.<ul><li><span style="background-color: #ffe599">TIP: For instructions on ordering from a suggestion see 'Managing Suggestions' in this manual</span></li></ul></li><li>To order from an existing record, search for the record in your system</li><li>To order a new book, click 'From a new (empty) record'</li><li>Fill in the fields for your order.<br /><ul><li><span style="background-color: #ffe599">TIP: After entering a quantity and vendor price, the other fields will be calculated automatically.</span></li><li><span style="background-color: #ffe599"><span style="background-color: #ffffff">Actual Cost will be used to subtract from your budgets (whereas the other fees will be used when calculating replacement costs)</span><br /> </span></li></ul></li><li>After clicking 'Save' you will be brought to an order summary</li><li>If you are done adding to that order, click the 'Close this basket' link<ul><li><span style="background-color: #ffe599">TIP: This is not necessary, you will still be able to mark items received without closing a basket. Closing a basket is good practice for keeping track of late orders which is discussed in this manual.</span></li></ul></li></ul><p> </p><p><font size="4" id="bfed"><strong>Receiving Orders</strong></font><br /><br />After your orders have been entered into the system and sent off to the vendors, you will need to mark them received.<br /><br /><span style="background-color: #ffe599">TIP: To receive serials see the 'Receiving Serials' part of this manual.</span><br /></p><ul><li>To receive an order click 'Receive Shipment' </li><li>Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'</li><li>Click 'Save'</li><li>You'll need to choose which items arrived in this shipment</li><li>Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received</li><li>Be sure to update the 'Quantity received' as well as any other information you need for your records<ul><li><span style="background-color: #ffe599">TIP: To add another received item, click the '+' (plus) icon at the bottom left. If you add too many click the '-' (minus) to the right of the '+' (plus)</span></li></ul></li><li>Click 'Save'</li><li>You will now see the received items in the summary of 'Items in this shipment'</li><li>When you've added all of the items to your shipment you can browse away from the page.<ul><li>To make edits to your shipment return to Acquisitions and search for the vendor in question. <br /><ul><li>Click the 'Receive Parcel' button</li><li>Your previous orders will be searchable and editable from here</li></ul></li></ul></li></ul>
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+<p><font size="4" id="bfed"><strong>Receiving Orders</strong></font><br /><br />After your orders have been entered into the system and sent off to the vendors, you will need to mark them received.<br /><br /><span style="background-color: #ffe599">TIP: To receive serials see the 'Receiving Serials' part of this manual.</span></p><ul><li>To receive an order click 'Receive Shipment' </li><li>Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'</li><li>Click 'Save'</li><li>You'll need to choose which items arrived in this shipment</li><li>Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received</li><li>Be sure to update the 'Quantity received' as well as any other information you need for your records<ul><li><span style="background-color: #ffe599">TIP: To add another received item, click the '+' (plus) icon at the bottom left. If you add too many click the '-' (minus) to the right of the '+' (plus)</span></li></ul></li><li>Click 'Save'</li><li>You will now see the received items in the summary of 'Items in this shipment'</li><li>When you've added all of the items to your shipment you can browse away from the page.<ul><li>To make edits to your shipment return to Acquisitions and search for the vendor in question. <br /><ul><li>Click the 'Receive Parcel' button</li><li>Your previous orders will be searchable and editable from here</li></ul></li></ul></li></ul>
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+<h2><font id="j.ye24" color="#990000"><font id="j.ye28" color="#000000"><strong>Funds & Budgets</strong></font></font></h2><p><font id="j.ye11" color="#990000"><font style="background-color: #ffe599" id="j.ye21" color="#000000">TIP: </font></font><font style="background-color: #ffe599" id="j.ye22" color="#000000">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.</font></p><p><br />"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.<br /><br /><span style="background-color: #ffff99"><span style="background-color: #ffe599">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.</span><br /></span></p><div id="bsdk" style="padding: 1em 0pt; text-align: left"><strong>Adding a Fund</strong><br /></div><br /><ul><li>Click 'New Fund'</li></ul><ul><li>Each fund has a unique fund code, limited to a maximum of five characters, which identifies it</li><li>Enter in a fund name to provide more information for staff members about the fund</li><li>Funds can be library/branch specific if needed, but this is an optional field</li><li>Once a fund is created a budget can then be applied to it</li><li>Click 'Add budget' next to the fund you want to edit</li><li><font id="j.ye69" color="#ff0000">IMPORTANT: Your dates will not save correctly unless you have set your date format ('dateformat') in the Global System Preferences under 'I18N/L10N'</font><font id="j.ye70" color="#ff0000"> -- DO THIS BEFORE setting budgets</font></li></ul><ul><li>Once budgets have been added you can see/search them all by clicking 'Show all budgets' under the list of funds<br /> </li><li>Budget information will also be accessible via the 'Acquisitions' module</li></ul><ul><li>From this module you can easily see what has been spent from each budget<br /> </li></ul><br /><br /><br /><br /> <br />
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+<h1 id="jx06"> <font size="4" id="uz0.">Record</font><font size="4" id="imfq"> Matching Rules</font></h1><font id="uffw" color="#ff0000"><span>IMPORTANT: This is an advanced feature and should not be altered without knowing how it will effect data migration.</span></font><br /><br />Use this tool to create rules to apply during the data migration process. It will prevent duplicates from coming into the system when importing MARC records. <h2 id="lif:"> </h2>An import rule or matching rule consists of one or more 'match points' and zero or more 'match checks'. Each match point specifies a 'search index' and a MARC 'tag', 'subfield', or 'length' (fixed field position) when a record is imported. For each match point, a string is constructed from the tag specified in the match point and the related index is searched.<br /> <br /> The set of matching records are assigned a score (the value of which is determined by the match point rule). Then, the rest of the match points are considered and the scores of each set of matches is added up. The set of matching records whose total score is over a threshold value defined in the matching rule are candidate matches.<br /> <br /> Match checks are applied for all candidate matches. Each match check specifies a tag in the incoming record and a tag in the possible matching record. The values must be the same for a match to be considered good (e.g., doing a match check on title, or publication date)
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+<font size="4" id="fll20"><strong>Adding an Authority Record<br /><font size="2" id="vmxo1"><br /></font></strong><font size="2" id="fll22" color="#ff0000">IMPORTANT: To add authority records in bulk, contact your system administrator and tell them that they can use this script: </font></font><font id="aw5b0" color="#ff0000">misc/migration_tools/bulkauthimport.pl</font><br /><br /><ul><li>Click 'New Authority'</li><li>Choose the type of authority record you would like to add to your system<ul><li><span style="background-color: #ffe599">Tip: To alter this list you need to make changes to your system parameters</span><ul><li><span><em>Get there:</em></span> Home > Administration <font size="2" id="rmz.1">> MARC Authorities framework</font></li></ul></li></ul></li><li><font size="2" id="fll27">Continue with cataloging your authorities</font></li></ul><br /><font size="4" id="v:3j0"><span><strong>Altering Authorities Records</strong></span></font><br /><br /><ul><li>Search for the Authority</li><li>Click on the summary for the record you want to edit</li><li>Click 'Edit' at the top left</li></ul><font size="4" id="fll210"><strong><br />Adding Authorities to a record</strong></font><br /><br />There are three ways to add authorities to a record:<br /><ul><li>query authority file when adding/editing a record (during cataloging)</li><li>enable Koha to auto-detect authority records when a record is saved</li><li>library maintains its own authority records based on the dataset</li></ul><br />Here are details on these options:<br /><h2 id="u4nq">Query authority file when adding/editing a record (during cataloging)</h2><p id="j87h">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. </p><br /><p id="lk7u">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.</p><ul><li><em>Get there:</em> More > Administration > Authority types<ul><li><span style="background-color: #ffe599">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</span>.</li></ul></li></ul><p id="zc.1"> </p><p id="oae1">Koha uses subfield 9 to store the link between a bibliographic record and an authority record. </p><p id="fhb."> </p><p id="w-2_">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.)</p><p id="lw_p"> </p><br /><h2 id="shj0">Auto-detection of authority records when a record is saved</h2>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.<br /><ul><li><em>Get there:</em> More > Administration > Global preferences > Authorities > BiblioAddsAuthorities</li></ul><br /><h2 id="x3.y">Library-maintained authority records</h2>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. <br /> <br />
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-<h1>Setting Patron Permissions</h1>
-
-<p>Patron permissions are used to define the rights of staff members when in the intranet/staff client.</p>
-
- <ul>
- <li>To alter patron permissions, click on Patrons on the main menu at the top of the screen.</li>
- <li>Search or browse for the patron you'd like to edit</li>
- <li>Click on the patron's name from the results</li>
- <li>
- Click the 'More' button on the top right of the patron profile and choose 'Set Permissions'
- </li>
- <li>
- Choose the permissions you'd like this patron to have
- </li>
- <li>
- You can pick as many permissions as you'd like for each staff member
- <ul>
- <li>
- <span style="background-color: #ffe599">
-TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked</span></li>
- </ul></li>
- <li>To give staff members more granular permissions, you can turn on the GranularPermissions system preference
- <ul>
- <li><em>Get there:</em> More > Administration > General preferences > Admin > GranularPermissions</li>
- <li>If this setting is on the permissions menu will offer more granual permissions</li>
- <li>This allows staff members access to specific tools
- <ul>
- <li>
- <span style="background-color: #ffe599">
-TIP: If this preference is turned OFF after being ON, the system reverts to the original behavior, although the specific permissions are retained. This means if a staff member has been given granular permissions they will retain those even if this is turned OFF</span></li>
- </ul></li>
- </ul></li>
- </ul>
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+<div class="main"> <font size="4" id="sq3l0"><span><strong>Setting Patron Permissions</strong></span></font><br /><br />Patron permissions are used to define the rights of staff members when in the intranet/staff client.<br /><br /><ul><li>To alter patron permissions, click on Patrons on the main menu at the top of the screen.</li><li>Search or browse for the patron you'd like to edit</li><li>Click on the patron's name from the results</li><li><div id="izbp5">Click the 'More' button on the top right of the patron profile and choose 'Set Permissions'</div></li><li><div id="izbp5">Choose the permissions you'd like this patron to have</div></li><li><div id="izbp5">You can pick as many permissions as you'd like for each staff member</div><ul><li><span style="background-color: #ffe599">TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked</span></li></ul></li><li>To give staff members more granular permissions, you can turn on the GranularPermissions system preference<ul><li><em>Get there:</em> More > Administration > General preferences > Admin > GranularPermissions</li><li>If this setting is on the permissions menu will offer more granual permissions</li><li>This allows staff members access to specific tools<ul><li><span style="background-color: #ffe599">TIP: If this preference is turned OFF after being ON, the system reverts to the original behavior, although the specific permissions are retained. This means if a staff member has been given granular permissions they will retain those even if this is turned OFF</span></li></ul></li></ul></li></ul></div><div class="main"> </div><div class="main"><strong>What will each permission level do?</strong><br /><br />Depending on the permission certain menu items will be removed from the menus in Koha, preventing users from accessing them.<br /><br /><ul><li>superlibrarian <br /><ul><li>Access to all librarian functions</li></ul></li><li>circulate <ul><li>Ability for logged in user to check books out and back in</li></ul></li><li>catalogue <ul><li>Must be given to all staff members to allow them to log into the staff interface </li><li>This permission will allow staff members to search the catalog via the staff interface</li></ul></li><li>parameters <br /><ul><li>Provides access to all admin links and preferences</li></ul></li><li>borrowers <br /><ul><li>Add or modify patrons (with the exception of setting permissions)</li></ul></li><li>permissions <br /><ul><li>Ability to set patron permissions </li></ul></li><li>reserveforothers <ul><li>Place holds on books for patrons via the staff interface</li></ul></li><li>borrow <br /><ul><li>Borrow books from the library with this staff account</li></ul></li><li>editcatalogue Modify bibliogra<ul><li>Provides cataloging permissions such as altering and adding bibliographic and holdings data)</li></ul></li><li>updatecharges <br /><ul><li>Handle fines and charges for patrons (including paying, adding credits, and adding invoices)</li></ul></li><li>acquisition <br /><ul><li>Access to acquisition and patron purchase suggestions management</li></ul></li><li>management <ul><li>Deprecated - no longer in use</li></ul></li><li>tools <br /><ul><li>Use tools (export, import, barcodes)</li><li>With GranularPermissions on this section will be expanded to allow access only to specific tools<ul><li><em>Get there:</em> More > Administration > General preferences > Admin > GranularPermissions</li></ul></li></ul></li><li>editauthorities <br /><ul><li>Allow staff member to edit authorities</li></ul></li><li>serials <br /><ul><li>Allow staff member to manage serials subscriptions and claims</li></ul></li><li>reports <br /><ul><li>Allow staff member to access to the reports module</li></ul></li><li>staffaccess <br /><ul><li>Provides the ability to modify login / permissions for staff users </li></ul></li></ul> </div>
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+<h1 id="hc1v"> <font size="5" id="wi2o"><font size="4" id="gotr">Tags</font></font> </h1> This tool gives librarians the option to moderate patron added tags. This moderation page will show up regardless of the system preference settings related to tagging.<br /><br /><font id="u4og2" color="#ff0000">IMPORTANT: This feature is still experimental</font><br /><br /><font id="xv7p2" color="#ff0000">IMPORTANT: Tagging will make use of AJAX capability in JavaScript-enabled browsers</font><br /><br /><ul><li>Go to the 'Tools' module (usually under 'More' in your Global Nav)</li><li>Choose 'Tags'</li><li>From this menu you can approve or reject tags<ul><li><span style="background-color: #ffe599">TIP: Note that you are approving the terms used, but not the title the terms are applied to, moderation is for checking that terms are approriate for your library</span></li></ul></li><li>The 'Weight' refers to the number of times the tag has been used within the system</li><li>To approve a tag, click 'approve' in that line or check the box and click 'approve' at the top<ul><li>Approving a tag adds it to your whitelist</li></ul></li><li>To reject a tag, click 'reject' in that line or check the box and click 'reject' at the top<ul><li>Rejecting a tag adds it to your blacklist</li></ul></li><li>The terms summary in the top left will allow you to filter your results by tag status</li><li>The status of tags can always be edited by clicking on one of these filters and changing the status</li><li>You can test terms against you whitelist or blacklist by using the test tool</li><li>If a term has been rejected the test will tell you that that term is prohibited. If it has been approved it will show that that word is allowed.<ul><li><span style="background-color: #ffe599">TIP: The blacklist is already populated with some key terms depending on the dictionary you're using</span></li></ul></li><li>When a patron adds a tag to an item that a librarian has already rejected, it will automatically be rejected.</li></ul><font size="4" id="whze0"><strong><br />Will I be notified when new tags are added?</strong></font><br /><br />This feature is yet to be developed, but is in the works.
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+<font size="4" id="nnh89"><strong>MARC Export</strong></font><br /><br />This tool allows librarians to export both bibliographic records and holdings in either MARC format or MARCXML.<br /><div id="ebr3" style="padding: 1em 0pt; text-align: left"><span style="background-color: #ffe599">TIP: The only fields above that are required are the two under 'Output format'.</span><br /><br /><ul><li>If you'd like a limited number of records, enter in a filter for biblio numbers or item call numbers.</li><li>If you'd like to only import items of one type or from one library, you can choose those from the pull downs</li><li>By default all items are exported unless the 'Don't export items' box is checked. </li><li>You can also choose to not export specific MARC fields<ul><li><span style="background-color: #ffe599">TIP: Separate these fields by a space.</span></li></ul></li><li>Click 'Export' and follow your browser's instructions for saving the file</li></ul></div>
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+<font size="4" id="mhrl8"><strong>Manage Staged MARC Records</strong><br /><font size="2" id="mhrl12"><br /></font></font>After records have been imported, you can review the records before finalizing the import.<br /><br /><ul><li>By default the records are matched using the field you specified when importing the data<br /><ul><li>You can change this before completing the import by choosing a new option from the pull down.</li></ul></li><li>After reviewing the records, click 'Complete import'</li><li>After your import is complete, you will be given a summary of the import and the ability to undo your actions<div id="nq2r" style="padding: 1em 0pt; text-align: left"><br /></div></li></ul>
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projects / koha.git / commitdiff