From 4818a0c0fe671d58cc8dee27a6aa82ceda5f021e Mon Sep 17 00:00:00 2001 From: Nicole C. Engard Date: Mon, 23 May 2011 03:05:05 -0400 Subject: [PATCH 1/2] Bug 5940: Update Patron Help Files This patch updates the help files in the patron area of Koha. Signed-off-by: Nicole C. Engard --- .../prog/en/modules/help/members/boraccount.tmpl | 51 +-- .../prog/en/modules/help/members/mancredit.tmpl | 16 +- .../prog/en/modules/help/members/maninvoice.tmpl | 20 +- .../prog/en/modules/help/members/member-flags.tmpl | 433 ++++++++++++++++---- .../en/modules/help/members/member-password.tmpl | 13 +- .../prog/en/modules/help/members/member.tmpl | 3 +- .../prog/en/modules/help/members/memberentry.tmpl | 246 ++++-------- .../prog/en/modules/help/members/members-home.tmpl | 5 +- .../prog/en/modules/help/members/messaging.tmpl | 16 +- .../prog/en/modules/help/members/moremember.tmpl | 99 ++++- .../prog/en/modules/help/members/notices.tmpl | 7 + .../prog/en/modules/help/members/pay.tmpl | 27 +- .../prog/en/modules/help/members/readingrec.tmpl | 14 +- 13 files changed, 601 insertions(+), 349 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl index ce41889..cdca2ac 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl @@ -1,35 +1,22 @@

Patron Fines

-Patron fines are calculated based on your system preferences.
- -

Viewing Patron Accounts

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

The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

+ +

Charging Fines/Fees

+ +

Most fees and fines will be charged automatically if the fines cron job is running:

+ + + +

Printing Invoices

+ +

To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl index 1d2ecd4..7d0a6f2 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl @@ -1,11 +1,13 @@

Create Manual Credit

- - -

TIP: Use manual credits to pay partial fines.

+ +

Manual credits can be used to pay off parts of fines, or to forgive a fine amount.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl index 97d6ebd..fea0521 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl @@ -1,13 +1,17 @@

Create Manual Invoice

- + +

For fees that are not automatically charged, librarians can create a manual invoice

+ \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl index f0d744e..8210262 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl @@ -1,6 +1,8 @@ -

Setting Patron Permissions

-

Patron permissions are used to define the rights of staff members when in the intranet/staff client.

+ +

Setting Patron Permissions

+ +

Patron permissions are used to define the rights of staff members when in the intranet/staff client.

-

What will each permission level do?

+

Patron Permissions Defined

Depending on the permission certain menu items will be removed from the menus in Koha, preventing users from accessing them.

- + +

Granular Circulate Permissions

+

If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

+ +

Granular Holds Permissions

+

If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

+ +

Granular Cataloging Permissions

+

If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

+ +

Granular Acquisitions Permissions

+

If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

+ +

Granular Serials Permissions

+

If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

+ +

Granular Tools Permissions

+

If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

+ +

Granular Reports Permissions

+

If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

+ + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl index dc00acf..ba39b43 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl @@ -3,13 +3,12 @@

Change Patron Password

Koha cannot display existing passwords, so this form can only be used to change a patron's username and/or password, but not to recover an existing password.

-
The default minimum password length is 3 characters long. To change this value, update your system preferences. -
-
-
    -
  • Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength
  • -
-
+ +

The default minimum password length is 3 characters long. To change this value, update your system preferences.

+ + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl index 41f03a3..fbc5ce9 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tmpl @@ -1,5 +1,6 @@ -

Patron Search

+ +

Patron Search

Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by entering any part of their name or barcode in the search box at the top.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl index 3967674..679cc6d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl @@ -2,174 +2,82 @@

Add Patrons

-

Adding a New Patron

-

IMPORTANT: System preferences should be defined before adding new patrons.

-

Add a new patron:
- - - - - - - - - \ No newline at end of file +

Add a Staff Patron

+ +

All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions

+ +

Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

+ +

All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions

+ +

Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl index 530d641..a73b748 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl @@ -2,7 +2,6 @@

Patrons help

-

This is the Patrons module of Koha.

The Patrons portion stores the information you add about your patrons.

  • Alternatively, you can browse a section of patron by selecting the first letter of the Patron's last name from the list on the right.
  • If the patron does not already have an account, click the 'New' button and choose the patron type you'd like to add
  • - \ No newline at end of file + + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl index 8cba0e0..f48f7b5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl @@ -1,15 +1,9 @@ -

    Patron Messaging Queue

    - -

    This tab shows the status of patron notification messages. Once a message is sent it will say so in the status column.

    - +

    Patron Messaging

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    + +

    Once a message is sent it will say so in the status column.

    \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl index 0dc1889..5a6221b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl @@ -1,12 +1,91 @@ -

    Member Information Screen

    - -

    This screen shows the information associated with a given patron.

    -

    On the top left is their address and card number.

    -

    A patron's annual membership fee payment status also shows on this screen.

    -

    At the bottom of the patron information page you will find quick access to items the patron has checked out, overdue and on hold.

    -

    You can get information on what a patron has read in the past by clicking on the Circulation History button.

    -

    If you would like to edit a patron's information, click the 'Edit' button. You can also click one of the 'Edit' links below each section on the patron record.

    -

    If you would like to PERMANENTLY delete a user, click 'Delete' under 'More'. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!

    -

    If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 200 X 300 and the file size should be under 520K. Only PNG, GIF, JPEG, XPM formats are supported.

    \ No newline at end of file +

    Patron Details

    + +

    When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.

    + +

    Check Out

    + +

    For instruction on checking items out click the Check Out tab and read the help file there.

    + +

    Details

    + +

    All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron. +In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.

    + +
 +

    Fines

    + +

    The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

    + +

    Circulation History

    + +

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    + +

    Modification Log

    + +

    If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification Log will show all changes made to the patron record.

    + + + +

    Messaging

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    + +

    Notices

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content

    + +

    Editing Patrons

    + +

    Patrons in Koha can be edited using one of many edit buttons.

    + + +

    Duplicate a Patron

    + +

    Sometimes when you're adding a new family to your system you don't want to type the contact information over and over. Koha allows for you to duplicate a patron and change only the parts you want to (or need to) change.

    + + + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl new file mode 100644 index 0000000..68da5d4 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tmpl @@ -0,0 +1,7 @@ + + +

    Patron Notices

    + +

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl index 58a88d5..bf271c3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl @@ -1,17 +1,18 @@ -

    Pay Fines

    - +

    Pay/Reverse Fines

    + +

    Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

    + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl index 8c4cb9a..a9bf479 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl @@ -1,17 +1,7 @@

    Patron Cirulation History Help

    - + +

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    \ No newline at end of file -- 1.7.2.3