@@ -, +, @@ --- .../prog/en/modules/help/cataloguing/addbiblio.tt | 39 +++++++++++--------- .../prog/en/modules/help/cataloguing/additem.tt | 16 +++++---- .../prog/en/modules/help/cataloguing/merge.tt | 8 +++-- .../prog/en/modules/help/cataloguing/moveitem.tt | 15 ++++++++ 4 files changed, 50 insertions(+), 28 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt @@ -2,10 +2,6 @@
Before you start cataloging in Koha you're going to want to do some basic setup. Refer to the Implementation Checklist for a full list of these things. Most importantly you're going to want to make sure that your Frameworks are all defined the way you want. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging.
- -Records can be added to Koha via original or copy cataloging. If you would like to catalog a record using a blank template
If you want to catalog a record based on an existing record at another library
Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging
To edit a record you can click 'Edit Biblio' from the search results on the cataloging page or by clicking the Edit button on the Bibliographic Record.
+To edit a record you can click 'Edit Biblio' from the search results on the cataloging page or by clicking the Edit button on the Bibliographic Record and choosing 'Edit Record'
The record will open in the MARC editor
-Once you have made your edits you can click 'Save' at the top of the editor.
+The alternative is to search via Z39.50 to overlay your record with a fuller record found at another library. You can do this by choosing 'Replace Record via Z39.50' from the Edit menu.
+ +Once you choose that you will be brought to a Z39.50 search window to search other libraries for the record in question.
+ +Once you have made your edits (via either method) you can click 'Save' at the top left of the editor.
If you would like to merge together multiple records you can do that via the Lists tool.
+See the full documentation for Cataloging in the manual (online).
+ [% INCLUDE 'help-bottom.inc' %] --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt @@ -6,10 +6,10 @@The item edit form will appear:
-At the very least, the following fields should be entered for new items:
+At the very least, if you plan on circulating the item, the following fields should be entered for new items:
The edit menu is also where items can be deleted from
-Items can be moved from one bibliographic record to another using the Attach Item option
+There are many ways to delete item records. If you only need to delete one item you can do this by opening up the detail page for the bib record and clicking the 'Edit' button at the top. From there you can choose to 'Edit items'.
-Visit the bibliographic record you want to attach the item to and choose 'Attach Item' from the 'Edit' menu.
+You will be presented with a list of items and next to each one will be a link labeled 'Delete'. Click that link and if the item is not checked out it will delete that item.
-Simply enter the barcode for the item you want to move and click 'Select'
+If you know that all of the items attached to your record are not currently checked out you can use the 'Delete all items' option under the 'Edit menu' and it will remove all items from the record.
-If you want to move all items to a new record creating only one bibliographic record you can use the Merge Records tool instead.
+Finally you can use the batch delete tool to delete a batch of items.
+ +See the full documentation for Adding/Editing Items in the manual (online).
[% INCLUDE 'help-bottom.inc' %] --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt @@ -2,13 +2,13 @@Important: Merging will only work with two bibliographic records that use the same bibliographic framework.
+Important: Merging will only work with two items that use the same bibliographic framework.
The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there.
-From the list, check the two bibliographic records you want to merge. If you choose more than or fewer than 2, you will be presented with an error.
+From the list, check the two items you want to merge. If you choose more than or fewer than 2, you will be presented with an error
-Once you have selected the records you want to merge, click the 'Merge selected records' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.
+Once you have selected the records you want to merge, click the 'Merge selected items' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.
You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.
@@ -20,4 +20,6 @@Important: It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.
+See the full documentation for Merging Items in the manual (online).
+ [% INCLUDE 'help-bottom.inc' %] --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt +++ a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt @@ -0,0 +1,15 @@ +[% INCLUDE 'help-top.inc' %] + +Items can be moved from one bibliographic record to another using the Attach Item option
+ +Visit the bibliographic record you want to attach the item to and choose 'Attach Item' from the 'Edit' menu.
+ +Simply enter the barcode for the item you want to move and click 'Select'
+ +If you want to move all items to a new record creating only one bibliographic record you can use the Merge Records tool instead.
+ +See the full documentation for Moving Items in the manual (online).
+ +[% INCLUDE 'help-bottom.inc' %] --