From 29d66a7d3b59ce412e22c30e35cf1adf07a338d5 Mon Sep 17 00:00:00 2001 From: Nicole C. Engard Date: Tue, 29 Mar 2011 15:13:58 -0400 Subject: [PATCH] Bug 5940: Admin Help Files for 3.4 Signed-off-by: Nicole C. Engard --- .../prog/en/modules/help/admin/admin-home.tmpl | 8 + .../en/modules/help/admin/aqbudgetperiods.tmpl | 16 +- .../prog/en/modules/help/admin/aqbudgets.tmpl | 22 +- .../prog/en/modules/help/admin/aqplan.tmpl | 4 +- .../help/admin/auth_subfields_structure.tmpl | 161 ++++++++++-- .../en/modules/help/admin/auth_tag_structure.tmpl | 24 ++ .../en/modules/help/admin/authorised_values.tmpl | 274 ++++++++++---------- .../prog/en/modules/help/admin/authtypes.tmpl | 40 +--- .../en/modules/help/admin/biblio_framework.tmpl | 36 +++- .../modules/help/admin/branch_transfer_limits.tmpl | 41 ++-- .../prog/en/modules/help/admin/branches.tmpl | 95 +++---- .../prog/en/modules/help/admin/categorie.tmpl | 101 ++++++-- .../prog/en/modules/help/admin/checkmarc.tmpl | 5 +- .../prog/en/modules/help/admin/cities.tmpl | 32 ++- .../prog/en/modules/help/admin/classsources.tmpl | 86 ++++--- .../prog/en/modules/help/admin/currency.tmpl | 8 +- .../prog/en/modules/help/admin/fieldmapping.tmpl | 12 +- .../help/admin/item_circulation_alerts.tmpl | 44 +-- .../prog/en/modules/help/admin/itemtypes.tmpl | 97 ++++--- .../prog/en/modules/help/admin/koha2marclinks.tmpl | 12 +- .../help/admin/marc_subfields_structure.tmpl | 181 ++++++++++---- .../en/modules/help/admin/marctagstructure.tmpl | 34 +-- .../prog/en/modules/help/admin/matching-rules.tmpl | 48 +++- .../en/modules/help/admin/patron-attr-types.tmpl | 88 ++++--- .../prog/en/modules/help/admin/preferences.tmpl | 18 +- .../prog/en/modules/help/admin/roadtype.tmpl | 24 +- .../prog/en/modules/help/admin/smart-rules.tmpl | 125 +++++---- .../prog/en/modules/help/admin/stopwords.tmpl | 15 +- .../prog/en/modules/help/admin/z3950servers.tmpl | 38 +++- 29 files changed, 1045 insertions(+), 644 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_tag_structure.tmpl diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl index 9024cf5..7559477 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl @@ -5,21 +5,29 @@

The administration area is where you set all of your preferences for the system. Preference are broken down into several categories.

Global System Preferences

+

Koha has an extensive set of system preferences. The system preferences control all the various features within Koha and whether they are active in your install or not. System preferences are generally set once at install and then not changed.

+

If you are not sure what combination of system preferences to use, try using one of the sample profiles at install.

+

IMPORTANT: many preferences interact with each other. Turning on one system preference may require that others are also set.

Basic Parameters

+

Basic parameters is where library policies are set and governed. It is best to set your system preferences, and then to work through the Basic Parameters in the order that they appear on this page.

+

Note not all basic parameters are required to be set. For example if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored.

Patrons and Circulation

+

These parameters help with the control of patron records and circulation rules. It is best to make sure you set the basic parameters before visiting this section.

Catalog

+

Catalog parameters assist in configuring the cataloging functionality within Koha.

Additional Parameters

+

This list of parameters includes functionality that didn't fit in any other category. These items are optional and may not need to be altered depending on how your library is using Koha.

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl index de90fec..a763c55 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgetperiods.tmpl @@ -2,18 +2,20 @@

Budgets

-

Budgets are the top level used for tracking accounting values related to acquisitions. An example would be to create a budget for the current year and then breaking that into Funds for different areas of the library.

+

Budgets are the top level used for tracking accounting values related to acquisitions.

-

Add a budget

+

An example would be to create a budget for the current year and then breaking that into Funds for different areas of the library.

+ +

Add a budget

To add a budget click the 'New Budget' button.

Once you have made your edits, click the 'Save Changes' button. You will be brought to a list of your existing budgets.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl index 34d9640..9c1261a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbudgets.tmpl @@ -2,9 +2,13 @@

Funds

+

Budgets are broken in to funds.

+ +

Add a Fund

+

A fund is added to a budget.

-

IMPORTANT: A budget must be defined before a fund can be created.

+

Important: A budget must be defined before a fund can be created.

To add a new fund click the New button and then choose which Budget you would like to add the fund to.

@@ -13,14 +17,14 @@

The three first fields are required, the rest are optional

When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl index 1b03ec0..b9d09fe 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqplan.tmpl @@ -4,7 +4,9 @@

When viewing the list of funds click the 'Planning' button and choose how you would like to plan to spend your budget.

-

If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months

+

If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months.

+ +

To hide some of the columns you can click the minus sign (-) to the right (or below as in the screenshot above) the dates. To add more columns you can click the plus sign (+) found above the 'Auto-fill row' buttons.

From here you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl index 36c026e..9b68e96 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl @@ -1,37 +1,142 @@ -

MARC tag structure administration

+

MARC Record Subfields

-

Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.

-

You can define as the marc tag structure for each biblio framework you have defined

+

Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field

-

If you are CERTAIN that you will never use a MARC tag, then you can delete it, but since this will not result in any appreciable improvement in performance, it is probably better to leave it. There will be tags you want to add, however. If you are using older MARC tags that are not in the list of tags supplied with Koha, then use the MARC tag structure administration page to add them. Similarly, you will probably need to add the holdings tag you currently use, or at least check the subfield structure of the 852 tag if you use it for holdings.

- -

Editing the SubFields from the MARC tag structure page is very time-consuming, but also very important; be sure to click the subfield link for each tag in your MARC tag structure.

-

For each subfield you can set :

- + +

Editing/Deleting a Library

+ +

You will be unable to delete any library that has patrons or items attached to it.

+ +

Each library will have an 'Edit' link to the right of it. Click this link to edit/alter details associated with the library in question.

+ +

You will be unable to edit the 'Library code'

+ +

Adding a group

+ +

To add a Search Domain or Library Property Group click the 'New Group' button at the top of the screen.

+ +

Of the fields on the group form, 'Category code' and 'Name' are the only required fields

+ +

Search Domain Groups

+ +

Search Domain Groups allow you to search a group of libraries at the same time instead of searching just one library or all libraries.

+ +

To see Search Domain Groups in action visit the staff client advanced search page in your Koha system

+ +

Library Property Groups

+ +

You can assign specific categories to your libraries by adding groups for them.

+ +

Properties are then applied to libraries via the add or edit library form.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl index 3acbc24..7fc3f5d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl @@ -2,32 +2,79 @@

Patron Categories

-

This is where you define the types of users of your library and how they will be handled.

- -

Categories, Descriptions and Types

-

Start by assigning a Category Code and a Description to each patron category. Each Category can be one of five types:

- - -

Note on Permissions

-

Patrons in any category type may be assigned permissions in the staff interface. The Staff patron type has additional security features over the other types.

- -

Enrollment Period (months)

-

Enrollment period is a number indicating the length in months of a patron enrollment. If enrollments never expire, set this to an impossibly high number ( >= 99).

- -

Upper Age Limit and Age Required

-

Upper Age Limit and Age Required set the age parameters for this type of user. If you issue children's cards to users between the ages of 2 and 18, for example, then Age Required would be "2" and Upper Age Limit would be "18." If there is no upper age limit, set this value to 999 (the highest allowed).

- -

Enrollment Fee and Reserve Fee

-

Enrollment Fee and Reserve Fee (if any) should be entered either as whole numbers or with (up to) six decimal places, with no currency notation (e.g. "1.250000" instead of "$1.25").

- -

Overdue Notice Required

-

Overdue Notice Required lets you bypass generating overdue notices for this user type.

+

Patron categories allow you to organize your patrons into different roles, age groups, and patron types.

+ +

Patrons are assigned to one of six main categories:

+ + + +

Adding a patron category

+ +

To add a new patron category click 'New Category' at the top of the page

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl index fb4376d..3bed7ff 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl @@ -2,7 +2,8 @@

MARC Bibliographic Framework Test

-

Once you have completed the process of setting up your MARC Frameworks and checked your MARC to Koha mapping, this program checks for major errors in your MARC setup.

+

This tool checks the MARC structure in your frameworks.

+ +

If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.

-

This MARC check does not guarantee that you will like the first results of your efforts to set up your MARC displays, etc. -- it simply checks for major errors. You will probably revise your MARC setup several times before you are completely pleased with it. Be sure to run the MARC Bibliographic Framework Test after every revision.

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl index 3f6fb1c..67880b0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl @@ -2,18 +2,20 @@

Cities and Towns

-

This parameter helps you define the cities and towns that your patrons live in. These will appear as a pull down on the patron add screen to make it easier for entering of consistent data.

-

Add a new city

- - \ No newline at end of file +

To standardize patron input you can define cities or towns within your region so that when new patrons are added librarians simply have to select the town from a list instead of having to type the town and zip (or postal) code information.

+ +

Adding a City

+ +

To add a new city, click the 'New City' button at the top of the page and enter the city name, state and zip/postal code.

+ +

One you click Submit, your city will be saved and will be listed on the Cities and Towns page.

+ +

Cities can be edited or deleted at any time.

+ +

Viewing Cities on Patron Add Form

+ +

If you have defined local cities using the New city form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.

+ +

This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl index 611476c..fa5f914 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl @@ -1,38 +1,56 @@ -

About Classification Sources

- -

Define classification sources (i.e., call number schemes) used by your collection. You can also define 'filing rules' used for sorting call numbers.

- -

IMPORTANT: You do not have the option to 'define' a new filing rule. Currently, the filing rules and sorting routines are statically defined with options available in the dropdown menu when creating or editing a 'classification source' or 'filing rule'.

- -

TIP: In the future, this features will be expanded to allow new filing rules to be created (defined) on the fly. In other words, in addition to choosing from a static sorting routine or filing rule, you will be able to actually to define new ones.

- -

To add a new 'Classification Source'...

- -

IMPORTANT: 'Source in use?' controls whether source is available in item editor. For example, Koha ships with Dewey and LCC rules but a Dewey library may not want catalogers to mistakenly use LCC as an item callnumber type. To accomplish this, check box 'source in use?' only for the Dewey Classification Source and leave 'source in use' for all others unchecked.

- -

To add a new 'Filing Rule'...

- - -

To edit a new 'Classification Source' or 'Filing Rule'...

- +

Classification Sources

+ +

Source of classification or shelving scheme is an Authorized Values category that is mapped to field 942$2 in Koha's MARC Bibliographic frameworks.

+ +

Commonly used values of this field are:

+ + + +

If you chose to install classification sources during Koha's installation, you would see other values too:

+ + + +

Adding/Editing Classification Sources

+ +

You can add your own source of classification by using the New Classification Source button. To edit use the Edit link.

+ +

When creating or editing:

+ + + +

Classification Filing Rules

+ +

Filing rules determine the order in which items are placed on shelves.

+ +

Values that are pre-configured in Koha are:

+ + + +

Filing rules are mapped to Classification sources. You can setup new filing rules by using the New Filing Rule button. To edit use the Edit link.

+ +

When creating or editing:

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl index 21eca0a..e5c3bdc 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl @@ -1,9 +1,11 @@ -

Currencies administration

+

Currencies and Exchange Rates

-

Define the currencies you deal with here.

+

If you place orders from more than one country you will want to input currency exchange rates so that your acquisitions module will properly calculate totals.

-

You should at least define your local currency here, giving it a name (like US DOLLAR or EURO) and setting the "rate" at 1. If you do business with vendors who charge in a different currency, enter a name for that currency (e.g. PESO) and set the approximate exchange rate compared to your currency. (Note: names are limited to 10 characters or less.) The exchange rate is used to calculate the remain balances in your materials budgets when you purchase materials using "normal" acquisitions.

+

Tip: This data is not automatically updated, so be sure to keep it up to date so that your accounting is kept correct.

+ +

The active currency is the main currency you use in your library. Your active currency will have a check mark in the 'Active' column. If you don't have an active currency you will see an error message telling you to choose an active currency.

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tmpl index 91cd133..6422e2d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/fieldmapping.tmpl @@ -2,18 +2,22 @@

Keyword to MARC Mapping

-

This tool will allow you to map MARC fields to a set of predefined keywords.

+

This tool will allow you to map MARC fields to a set of predefined keywords.

-

At this time the only keyword in use is 'subtitle.'

+

At this time the only keyword in use is 'subtitle.'

-

Using this tool you can define what MARC field prints to the detail screen of the bibliographic record using keywords. The following example will use the subtitle field.

+

Using this tool you can define what MARC field prints to the detail screen of the bibliographic record using keywords. The following example will use the subtitle field.

-

Using the Framework pull down menu, choose the Framework you would like to apply this rule to. For example, the subtitle for books can be found in the 245$b field.

+

Using the Framework pull down menu, choose the Framework you would like to apply this rule to. For example, the subtitle for books can be found in the 245$b field.

However the subtitle for DVDs appears in 245$p

Using this tool you can tell Koha to print the right field as the subtitle when viewing the bibliographic record in the OPAC.

+

This tool can be used to chain together pieces of the record as well. If you want the series number to show in the title on your search results you simply have to map 490 $v to 'subtitle' along with the 245 $b.

+ +

Tip: Chain together the fields you want to show after the item title in the order in which you want them to appear.

+

Future developments will include additional keyword assigned fields.

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tmpl index f7b289f..8c8eb67 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/item_circulation_alerts.tmpl @@ -1,36 +1,22 @@ +

Item Circulation Alerts

-

-This matrix is to be used to define rules for check-in and checkout -notifications for combinations of libraries, patron categories, and -item types -

+

Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).

+ +

These preferences are set based on patron types and item types.

+ +

Important: These preference can be overwritten by changes in the individual patron's messaging preferences.

+ +

To set up circulation alerts:

+ + -

Can I customize the email sent to my patrons?

-

-Yes, just go to Tools > Notices and edit the Check In and Check Out notices. -

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl index 177e505..c47e696 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/itemtypes.tmpl @@ -1,41 +1,60 @@ -

Item types management

- -

You can define as many item types as you want.

-

The item types are the "categories" into which your library items fall. For instance, you probably want to have videocassettes in a different category from non-fiction books, and mysteries in a different category from children's picture books. If you already are using a commercial ILS, you almost certainly already have all of your materials divided up into such categories. Now you need to tell Koha what your categories are.

-

The itemtype code is limited to four characters. This code is rarely displayed by Koha; instead the description of the type will be what users see.

-

"Rental charge" is any amount you might charge to users for borrowing items of a certain type (like videos).

-

"Renewals allowed" indicates how many times an items of this type may be renewed.

-

Item types are useful for many things, and very important in controlling how Koha works :

- -

Setting up item types is one of the first things you should do after installing the Koha software.

- -

Adding & Editing New Item Types

- -

Can I have a different type for new releases and older titles? -Yes. Just enter an item type for new items and assign different circulation rules for this item type. -

\ No newline at end of file +

Item Types

+ +

Koha allows you to organize your collection by item types and collection codes.

+ +

Item types typically refer to the material type (book, cd, dvd, etc), but can be used in any way that works for your library.

+ +

Adding Item Types

+ +

To add a new item type, simply click the 'New Item Type' button at the top of the Item Types page.

+ + + +

Editing Item Types

+ +

Each item type has an Edit button beside it. To edit an item simply click the 'Edit' link.

+ +

You will not be able to edit the code you assigned as the 'Item Type' but you will be able to edit the description for the item.

+ +

Deleting Item Types

+ +

Each item has a Delete button beside it. To delete an item, simply click the 'Delete' link.

+ +

You will not be able to delete item types that are being used by items within your system.

+ + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl index 80cf6c7..e661b0f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl @@ -1,15 +1,15 @@ -

Koha 2 MARC links

+

Koha to MARC Mapping

-

This page provides a simplified way to map your MARC tags and subfields to the non-MARC Koha database tables for default biblio framework. This can also be done while setting the MARC tag structure, but it is easier to see the relationship between the MARC database and the Koha database here.

+

While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database. Koha to MARC Mapping is used to tell Koha where to find these values in the MARC record. In many cases you will not have to change the default values set by in this tool on installation, but it is important to know that the tool is here and can be used at any time.

-

The pull-down menu lists all the Koha tables that can receive values from the MARC records. The columns from each table are listed below the pull-down menu.

+

The Koha to MARC Mapping page offers you the option of choosing from one of three tables in the database to assign values to.

-

Do not expect to have every Koha table.column mapped to a MARC subfield. Some (such as biblionumber, biblioitemnumber, and itemnumber) are values generated by Koha and will probably be automatically mapped. Others are flags which are set in the course of normal circulation activities and will contain information that is not part of your MARC record.

+

After choosing the table you would like to view, click 'OK.' To edit any mapping click on the 'Koha Filed' or the 'Edit' link.

-

This is a one-to-one mapping. In other words, a MARC tag/subfield can be mapped to one, and only one, Koha table.column.

+

Choose which MARC field you would like to map to this Koha Field and click the 'OK' button. If you would like to clear all mappings, click the 'Click to "Unmap"' button.

-

MARC data that is not mapped to a Koha table does not disappear -- it is simply not available for display on circulation screens and on some search results screens.

+

Important: At this time you can map only 1 MARC field to 1 Koha field. This means that you won't be able to map both the 100a and the 700a to the author field, you need to choose one or the other.

\ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl index 68d09bc..5e3a437 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tmpl @@ -1,57 +1,140 @@ -

MARC tag structure administration

+

MARC Bibliographic Frameworks Subfields

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Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.

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You can define as the marc tag structure for each biblio framework you have defined

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Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field

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If you are CERTAIN that you will never use a MARC tag, then you can delete it, but since this will not result in any appreciable improvement in performance, it is probably better to leave it. There will be tags you want to add, however. If you are using older MARC tags that are not in the list of tags supplied with Koha, then use the MARC tag structure administration page to add them. Similarly, you will probably need to add the holdings tag you currently use, or at least check the subfield structure of the 852 tag if you use it for holdings.

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Editing the SubFields from the MARC tag structure page is very time-consuming, but also very important; be sure to click the subfield link for each tag in your MARC tag structure.

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For each subfield you can set :

- + + \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl index 582553c..833e01e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/roadtype.tmpl @@ -1,15 +1,13 @@ -

Road Types

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The values defined in this preference will show up in a pull down menu when entering patron information.These values can be used in geographic statistics.

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Add a new road type

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Adding Road Types

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To add a road type, click 'New Road Type' and then enter the road type the way you'd like it displayed.

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Once you submit the form, your new road type will be listed on the Road Types page

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Viewing Road Types on Patron Add form

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When adding or editing a patron, if you have road types defined, there will be a pull down to choose the road type from.

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Circulation and Fines Rules

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These rules define how your items are circulated, how/when fines are calculated and how holds are handled. The rules are applied from most specific to less specific, using the first found in this order:

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These rules define how your items are circulated, how/when fines are calculated and how holds are handled.

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The rules are applied from most specific to less specific, using the first found in this order:

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  • same library, same patron type, all item types
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  • same library, same patron type, alll item types
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  • same library, all patron types, same item type
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  • same library, all patron types, all item types
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  • all libraries, same patron type, same item type
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  • all libraries, same patron type, all item types
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  • all libraries, all patron types, same item type
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  • all libraries, all patron types, all item types
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    Tip: If you are a single library system choose your branch name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds)

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    TIP: If you are a single library system, you can leave your library selection to 'default library' or choose your branch name and experience the same results.

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    Important: At the very least you will need to set an default circulation rule. This rule should be set for all item types, all libraries and all patron types. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron types then you may see patrons getting blocked from placing holds. You will also want a rule for your specific library set for all item types and all patron types to avoid this holds issue. Koha needs to know what rule to fall back on.

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    Default Issuing Rule

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    Default Circulation Rules

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    Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down:

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    TIP: If you leave this set to 'Default' it will apply the rules to all libraries

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    Using the issuing rules matrix you can define rules that depend on patron/item type combos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all branches):

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    From the matrix you can choose any combination of patron categories and item types to apply the rules to.

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    From the matrix you can choose any combination of patron categories and item types to apply the rules to

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    When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.

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    When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.

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    To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.

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    To save time you can clone rules from one library to another by choosing the clone option above the rules matrix.

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    After choosing to clone you will be presented with a confirmation message.

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    After choosing to clone you will be presented with a confirmation message.

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    Default Checkouts and Hold Policy

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    Default Checkouts and Hold Policy

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    You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.

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    You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.

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    From this menu you can set a default to apply to all item types and patrons in the library.

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    From this menu you can set a default to apply to all item types and patrons in the library.

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    Checkouts Per Patron

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    Checkouts Per Patron

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    For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.

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    TIP: If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.

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    For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.

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    Item Hold Policies

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    If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.

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    Item Hold Policies

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    For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.

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    The various policies have the following effects:

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    For this library, you can edit rules for given itemtypes, regardless of the patron's category. Currently, this means hold policies.

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    The various policies have the following effects:

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    Important: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.

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    IMPORTANT: Note that if the system preference AllowHoldPolicyOverride set to 'allow', these policies can be overridden by your circulation staff.

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    IMPORTANT: These policies are based on the patron's home branch, not the branch that the reserving staff member is from.

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    Important: These policies are based on the patron's home branch, not the branch that the reserving staff member is from.

    - + diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl index 96ccd8a..e3dd8d4 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl @@ -1,14 +1,15 @@ -

    Stop word administration page

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    Stop Words

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    Here you should list all of the words you wish Koha to ignore when performing catalog searches or building the keyword index.

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    Koha with Zebra

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    Zebra handles stopwords internally, and does so effectively and efficiently. In normal circumstances, there should be no reason for Koha to remove stopwords prior to submitting the search query to Zebra, and in most cases doing so will actually negatively affect relevance ranking and phrase searching without giving any performance benefit.

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    Important: If NoZebra is set to 'Use' this option will not appear on the administration menu

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    Koha without Zebra

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    Normally, you will not want Koha to save keyword references to articles like "The" and "A" and other very common words. Saving keyword references to these words does not help to limit a search and will make the keyword index very large and "cluttered" with words that are not really useful. The "stopwords" list defines these unnecessary words for your installation.

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    Stop words are words that you want the search system to ignore.

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    (Hint: If you are proficient at MySQL, it is often faster and easier to find an existing stopwords list, edit it, put it in the correct format, and use the MySQL "Load Data Infile" command to import the list into the stopwords table. Many academic libraries publish their stopwords list on the Internet, or you can ask other Koha libraries if they would share their stopword list.)

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    Koha comes with a standard list of stop words that can be edited by visiting the Stop Word administration area.

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    To add a new stop word to the list, click the 'New Stop Word' button and add the word you'd like ignored

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    Important: If you change something in this table, ask your administrator to run misc/batchRebuildBiblioTables.pl script.

    diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl index cf1625f..c8cd0f7 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl @@ -1,15 +1,41 @@ -

    Z39.50 servers administration

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    Z39.50 Servers

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    Defines the Z39.50 servers you want Koha to search.

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    Koha has a powerful copy cataloging tool. Using Koha you can connect to any Z39.50 target that is publicly available or that you have the log in information to.

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    Koha comes with one Z39.50 server site defined (the U.S. Library of Congress) for finding catalog records to import directly into your catalog. In this area, you can define other servers for searching.

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    Koha comes with a default list of Z39.50 targets set up that you can add to, edit or delete.

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    To add servers, you will need to know the domain name or IP address of the server, the port number to use, and the name of the database to access. This information is available for many servers worldwide by acessing the Index Data website at http://www.indexdata.dk/targettest/. All of the servers listed there accept anonymous connections. (Be sure to choose servers which deliver records in the proper MARC format for your Koha installation.)

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    To find additional targets you use IndexData's IRSpy: http://irspy.indexdata.com

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    If you have a login name and password for other Z39.50 servers, Koha will save your user ID and password in addition to the other information it needs to make a connection. (For anonymous servers, leave the userid and password fields blank.) The other fields on the form control whether or not the server is automatically searched when you request a Z39.50 search (put a "1" in the "Checked" field) and the order in which it is checked.

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    Add a Z39.50 Target

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    It is a good idea to be selective in choosing servers. Defining more than five or six checked servers may slow down your Z39.50 search results, even if they are queried all together.

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    Suggested Z39.50 Targets

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    The following targets have been used successfully by other Koha libraries (in the Americas):

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