From 2a4ea0c1f414927584166feb4b640eea7c5c7374 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Fri, 19 Jun 2015 11:08:56 -0500 Subject: [PATCH] Bug 14424: Admin Help Files for 3.20 This patch updates some of the help files for Admin areas in 3.20+ To test: * Visit * Frameworks, add field, add subfield * Column settings * Patron attributes * Circ rules * Confirm help loads up and is right --- .../prog/en/modules/help/admin/biblio_framework.tt | 181 +++++++++++++++++++- .../prog/en/modules/help/admin/columns_settings.tt | 8 +- .../modules/help/admin/marc_subfields_structure.tt | 120 ++++++------- .../prog/en/modules/help/admin/marctagstructure.tt | 15 +- .../en/modules/help/admin/patron-attr-types.tt | 1 + .../prog/en/modules/help/admin/smart-rules.tt | 12 +- 6 files changed, 250 insertions(+), 87 deletions(-) diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt index f8dd2a8..be3df1d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tt @@ -4,36 +4,199 @@

Think of Frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.

-

Do not delete or edit the Default Framework since this will cause problems with your cataloging records - always create a new template based on the Default Framework, or alter the other Frameworks.

+

Important: Do not delete or edit the Default Framework since this will cause problems with your cataloging records - always create a new template based on the Default Framework, or alter the other Frameworks.

After clicking the 'MARC structure' link to the right of each framework you can decide how many fields you want to see on one screen by using the pagination options at the top of the table.

-

Add New Framework

+

Add New Framework

To add a new framework

-

Edit Existing Frameworks

+

Edit Existing Frameworks

Clicking 'Edit' to the right of a Framework will only allow you to edit the Description for the Framework

To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields

+

Add subfields to Frameworks

+ +

To add a field to a Framework click the 'New Tag' button at the top of the Framework definition

+ +

This will open up a blank form for entering MARC field data

+ +

Enter the information about your new tag:

+ + +

When you're finished, click 'Save Changes' and you will be presented with your new field

+ +

To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor. The process of entering the settings for the new subfield is the same as those found in the editing subfields in frameworks section of the manual.

+ +

Edit Framework Subfields

+ +

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

+ + + +

To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing

+ + + +

Import/Export Frameworks

+ +

Next to each framework is a link to either import or export the framework.

+ +
Export Framework
+ +

To export a framework simply click the 'Export' link to the right of framework title.

+ +

When you click 'Export' you will be prompted to choose what format to export the file in.

+ +

A framework exported this way can be imported into any other Koha installation using the import framework option.

+ +
Import Framework
+ +

An easy way to create a new framework is to import one created for your or another Koha installation. This framework would need to be exported from the other system using the instructions above to be available for import here.

+ +

To import a framework you first need to create a new framework. Once you have that framework, click 'Import' to the right of the new framework.

+ +

You will be prompted to find a file on your computer to import into the framework.

+ +

You will be asked to confirm your actions before the file is imported.

+ +

As your file is uploaded you will see an image that will confirm that the system is working.

+ +

Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.

+

See the full documentation for Frameworks in the manual (online).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt index c349571..f31771f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/columns_settings.tt @@ -2,15 +2,15 @@

Columns settings

-

This administration area will help you hide or display columns on fixed tables throughout the staff client. Right now there is only one table, the currencies table, you can control with this, but more will come.

+

This administration area will help you hide or display columns on fixed tables throughout the staff client.

-

Clicking on the module you'd like to edit tables for will show you the options available to you. Right now only 'Administration' has any options.

+

Clicking on the module you'd like to edit tables for will show you the options available to you.

-

This area lets you control the columns that show in the Currency admin area. If nothing is hidden you will see no check marks and will see all of the columns when viewing the table.

+

This area lets you control the columns that show several of the modules in Koha. If nothing is hidden you will see no check marks and will see all of the columns when viewing the table.

If columns are hidden they will be checked off and hidden when you view the table.

-

You can also toggle columns using the 'Show/Hide Columns button in the top right of the page.

+

You can also toggle columns using the 'Show/Hide Columns' button in the top right of the page you altered the columns for.

See the full documentation for Columns settings in the manual (online).

diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt index c949400..75d248d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/marc_subfields_structure.tt @@ -5,126 +5,116 @@

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

+ +

To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing

+
  • If 'Unique identifier' is checked, the attribute will be a unique identifier which means, if a value is given to a patron record, the same value cannot be given to a different record. +
  • Unique attributes can be used as match points on the patron import tool
  • diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt index 7aa2743..1663128 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tt @@ -70,9 +70,19 @@
  • If you're allowing renewals you can control how soon before the due date patrons can renew their materials with the 'No renewals before' box.
  • You can enable automatic renewals for certain items/patrons if you'd like. This will renew automatically following your circulation rules unless there is a hold on the item - +
  • If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed' field
  • +
  • Next you can decide if this patron/item combo are allowed to place holds on items that are on the shelf (or available in the library) or not. If you choose 'no' then items can only be placed on hold if checked out
  • +
  • You can also decide if patrons are allowed to place item specific holds on the item type in question. The options are: +
  • Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field
  • -- 1.7.10.4