[open-ils-commits] [GIT] Evergreen ILS branch master updated. d826758f798bd2af2332ab06c41318fc0c648ba7
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commit d826758f798bd2af2332ab06c41318fc0c648ba7
Author: Josh Stompro <stomproj at larl.org>
Date: Fri Jan 9 16:03:49 2015 -0600
Documentation LP1369203 - Removed formatting around image link to
re-enable the image.
Signed-off-by: Josh Stompro <stomproj at larl.org>
diff --git a/docs/acquisitions/selection_lists_po.txt b/docs/acquisitions/selection_lists_po.txt
index 1242c95..2077b47 100644
--- a/docs/acquisitions/selection_lists_po.txt
+++ b/docs/acquisitions/selection_lists_po.txt
@@ -160,9 +160,7 @@ The MARC Federated Search enables you to import bibliographic records into a sel
. Click Acquisitions -> MARC Federated Search.
. Check the boxes of Z39.50 services that you want to search. Your local Evergreen Catalog is checked by default. Click Submit.
+
-----
image::media/acq_marc_search.png[search form]
-----
+
. A list of results will appear. Click the "Copies" link to add copy information to the line item. See the <<_line_items,section on Line Items>> for more information.
. Click the Notes link to add notes or line item alerts to the line item. See the <<_line_items,section on Line Items>> for more information.
commit 8cece3e3216af15da9df99914bd60c5313a941f6
Author: Josh Stompro <stomproj at larl.org>
Date: Tue Jun 2 13:09:10 2015 -0500
Docs: Updated opensearch example with new label format
The OpenSearch title now specifies the library name instead of the generic
"Evergreen OpenSearch" at every scope.
This is one of many TPAC Discoverability Enhancements included in
Evergreen 2.8.
Signed-off-by: Josh Stompro <stomproj at larl.org>
diff --git a/docs/media/opensearch1.png b/docs/media/opensearch1.png
index 512197c..9311def 100644
Binary files a/docs/media/opensearch1.png and b/docs/media/opensearch1.png differ
diff --git a/docs/opac/opensearch.txt b/docs/opac/opensearch.txt
index 277da08..84b748b 100644
--- a/docs/opac/opensearch.txt
+++ b/docs/opac/opensearch.txt
@@ -9,7 +9,8 @@ The following example illustrates how to add an OpenSearch source to the list
of search sources in a Firefox browser:
. Navigate to any catalog page in your Firefox browser and click on the top
- right box's dropdown and select the option for *Add "Evergreen OpenSearch"*.
+ right box's dropdown and select the option for *Add "Example Consortium OpenSearch"*.
+ The label will match the current scope.
+
image::media/opensearch1.png[opensearch1]
commit d4d9f46770ba8f23b3ef540e83017cd0b72f44c3
Author: Josh Stompro <stomproj at larl.org>
Date: Wed Jun 3 14:17:19 2015 -0500
Docs: LP#1387639 - Barcode Completion Documentation
Signed-off-by: Josh Stompro <stomproj at larl.org>
Conflicts:
docs/root.txt
Signed-off-by: Josh Stompro <stomproj at larl.org>
diff --git a/docs/admin/lsa-barcode_completion.txt b/docs/admin/lsa-barcode_completion.txt
new file mode 100644
index 0000000..b687ad6
--- /dev/null
+++ b/docs/admin/lsa-barcode_completion.txt
@@ -0,0 +1,254 @@
+Barcode Completion
+==================
+
+indexterm:[Barcode Completion,Lazy Circ]
+
+The Barcode Completion feature gives users the ability to only enter the
+unique part of patron and item barcodes. This can significantly reduce the
+amount of typing required for manual barcode input. This feature was also
+known as *Lazy Circ* at one point.
+
+This feature can also be used if there is a difference between what the
+barcode scanner outputs and what is stored in the database, as long as the
+barcode that is stored has more characters then what the scanner is
+outputting. Barcode Completion is additive only, you cannot use it match a
+stored barcode that has less characters than what is entered. For example, if
+your barcode scanners previously output *a123123b* and now exclude the prefix
+and suffix, you could match both formats using Barcode Completion rules.
+
+Because this feature adds an extra database search for each enabled rule to
+the process of looking up a barcode, it can add extra delays to the check-out
+process. Please test in your environment before using in production.
+
+*Released:* 2.2 - June 2012
+
+Scoping and Permissions
+~~~~~~~~~~~~~~~~~~~~~~~
+
+*Local Administrator* permission is needed to access the admin interface of the
+Barcode Completion feature.
+
+Each rule requires an owner org unit, which is how scoping of the rules is
+handled. Rules are applied for staff users with the same org unit or
+descendants of that org unit.
+
+
+Access Points
+~~~~~~~~~~~~~
+
+The admin interface for Barcode Completion is located under *Admin*
+-> *Local Administration* -> *Barcode Completion*.
+
+image::media/lsa-barcode_completion_admin.png[Barcode Completion Admin]
+
+The barcode completion functionality is available at the following interfaces.
+
+.For Actors (Users) Barcodes
+ * Lookup Patron by Barcode/Check Out.
+ * Optionally during check out if library setting "Load patron from Checkout"
+is set. (Automatically detects if an actor/user barcode is scanned during
+check out, and starts a new check out session using that user.)
+ * OPAC's Staff Client Place Hold.
+
+.For Assets (Copy) Barcodes
+ * Check Out.
+ * Check In.
+ * Item Status / Search for copies by Barcode / Show Item Status by Barcode.
+
+NOTE: Barcode Completion does not work in the
+ *Search for Patron [by Name]* interface.
+
+image::media/lsa-barcode_completion_accesspoints.png[Barcode Completion Access Points]
+
+Multiple Matches
+~~~~~~~~~~~~~~~~
+
+If multiple barcodes are matched, say if you have both "123" and "00000123"
+as valid barcodes, you will receive a list of all the barcodes that match all
+the rules that you have configured. It doesn't stop after the first rule
+that matches, or after the first valid barcode is found.
+
+image::media/lsa-barcode_completion_multiple.png[Barcode Completion Multiple Matches]
+
+Barcode Completion Data Fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The following data fields can be set for each Barcode Completion rule.
+
+.Barcode Completion Fields
+|=======
+|*Active* | Check to indicate entry is active. *Required*
+|*Owner* | Setting applies to this Org Unit and to all children. *Required*
+|*Prefix* | Sequence that appears at the beginning of barcode.
+|*Suffix* | Sequence that appears at the end of barcode.
+|*Length* | Total length of barcode.
+|*Padding* | Character that pads out non-unique characters in the barcode.
+|*Padding At End* | Check if the padding starts at the end of the barcode.
+|*Applies to Items*| Check if entry applies to item barcodes.
+|*Applies to Users*| Check if entry applies to user barcodes.
+|=======
+
+
+.Length and Padding
+
+Length and Padding are related, you cannot use one without the other. If a barcode
+has to be a certain length, then it needs to be able to be padded out to that length.
+If a barcode has padding, then we need to know the max length that we need to pad out
+to. If length is set to blank or zero, or padding is left blank then they are both
+ignored.
+
+
+.Applies to Items/Users
+One or both of these options must be checked for the rule to have any effect.
+
+image::media/lsa-barcode_completion_fields.png[Barcode Completion Data Fields]
+
+Create, Update, Filter, Delete/Disable Rules
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+image::media/lsa-barcode_completion_admin.png[Barcode Completion Admin]
+
+In the Barcode Completion admin interface at *Admin* -> *Local Administration*
+-> *Barcode Completion* you can create, update and disable rules.
+
+Create Rules
+^^^^^^^^^^^^
+To create a new rule click on the *New* button in the upper right corner.
+When you are are done with editing the new rule click the *Save* button. If
+you want to cancel the new rule creation click the *Cancel* button.
+
+Update Rules
+^^^^^^^^^^^^
+To edit a rule double click on the rule in the main list.
+
+Filter Rules
+^^^^^^^^^^^^
+It may be useful to filter the rules list if there are a large number of
+rules. Click on the *filter* link to bring up the *Filter Results* dialog
+box. You can filter on any of the data fields and you can setup multiple
+filter rules. Click *Apply* to enable the filter rules, only the rows that match
+will now be displayed.
+
+To clear out the filter rules, delete all of the filter rules by clicking the
+*X* next to each rule, and then click *Apply*.
+
+Delete/Disable Rules
+^^^^^^^^^^^^^^^^^^^^
+It isn't possible to delete a rule from the database from the admin interface.
+If a rule is no longer needed set *Active* to "False" to disable it. To keep
+the number of rules down, reuse inactive rules when creating new rules.
+
+Examples
+~~~~~~~~
+
+In all these examples, the unique part of the barcode is *123*. So that is
+all that users will need to type to match the full barcode.
+
+Barcode With Prefix and Padding
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Barcode: *4545000123*
+
+To match this 10 character barcode by only typing in *123* we need the
+following settings.
+
+ * *Active* - Checked
+ * *Owner* - Set to your org unit.
+ * *Prefix* - 4545 - This is the prefix that the barcode starts with.
+ * *Length* - 10 - Total length of the barcode.
+ * *Padding* - 0 - Zeros will be used to pad out non significant parts of the barcode.
+ * *Applies to Items* and/or *Applies to Users* - Checked
+
+The system takes the *123* that you entered and adds the prefix to the beginning
+of it. Then adds zeros between the prefix and your number to pad it out to
+10 characters. Then it searches the database for that barcode.
+
+Barcode With Suffix
+^^^^^^^^^^^^^^^^^^^
+
+Barcode: *123000book*
+
+To match this 10 character barcode by only typing in *123* we need the
+following settings.
+
+ * *Active* - Checked
+ * *Owner* - Set to your org unit.
+ * *Suffix* - book - This is the suffix that the barcode ends with.
+ * *Length* - 10 - Total length of the barcode.
+ * *Padding* - 0 - Zeros will be used to pad out non significant parts of the barcode.
+ * *Padding at End* - Checked
+ * *Applies to Items* and/or *Applies to Users* - Checked
+
+The system takes the *123* that you entered and adds the suffix to the end of it.
+Then adds zeros between your number and the suffix to pad it out to 10
+characters. Then it searches the database for that barcode.
+
+Barcode With Left Padding
+^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Barcode: *0000000123*
+
+To match this 10 character barcode by only typing in *123* we need the
+following settings.
+
+ * *Active* - Checked
+ * *Owner* - Set to your org unit.
+ * *Length* - 10 - Total length of the barcode.
+ * *Padding* - 0 - Zeros will be used to pad out non significant parts of the barcode.
+ * *Applies to Items* and/or *Applies to Users* - Checked
+
+The system takes the *123* that you entered, then adds zeros between your
+number and the left to pad it out to 10 characters. Then it searches the
+database for that barcode.
+
+Barcode With Right Padding
+^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Barcode: *1230000000*
+
+To match this 10 character barcode by only typing in *123* we need the
+following settings.
+
+ * *Active* - Checked
+ * *Owner* - Set to your org unit.
+ * *Length* - 10 - Total length of the barcode.
+ * *Padding* - 0 - Zeros will be used to pad out non significant parts of the barcode.
+ * *Padding at End* - Checked
+ * *Applies to Items* and/or *Applies to Users* - Checked
+
+The system takes the *123* that you entered, then adds zeros between your
+number and the right to pad it out to 10 characters. Then it searches the
+database for that barcode.
+
+Barcode of any Length with Prefix and Suffix
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Barcode: *a123b*
+
+To match this 5 character barcode by only typing in *123* we need the
+following settings. This use of Barcode Completion doesn't save many
+keystrokes, but it does allow you to handle the case where your barcode
+scanners at one point were set to output a prefix and suffix which was stored
+in the database. Now your barcode scanners no longer include the prefix and suffix.
+These settings will simply add the prefix and suffix to any barcode entered and
+search for that.
+
+ * *Active* - Checked
+ * *Owner* - Set to your org unit.
+ * *Length/Padding* - 0/null - Set the length to 0 and/or leave the padding blank.
+ * *Prefix* - a - This is the prefix that the barcode starts with.
+ * *Suffix* - b - This is the suffix that the barcode starts with.
+ * *Applies to Items* and/or *Applies to Users* - Checked
+
+The system takes the *123* that you entered, then adds the prefix and suffix
+specified. Then it searches the database for that barcode. Because no length
+or padding was entered, this rule will add the prefix and suffix to any
+barcode that is entered and then search for that valid barcode.
+
+
+Testing
+~~~~~~~
+
+To test this feature, setup the rules that you want, then setup items/users
+with barcodes that should match. Then try scanning the short version of
+those barcodes in the various supported access points.
diff --git a/docs/media/lsa-barcode_completion_accesspoints.png b/docs/media/lsa-barcode_completion_accesspoints.png
new file mode 100644
index 0000000..dc4c74c
Binary files /dev/null and b/docs/media/lsa-barcode_completion_accesspoints.png differ
diff --git a/docs/media/lsa-barcode_completion_admin.png b/docs/media/lsa-barcode_completion_admin.png
new file mode 100644
index 0000000..cb24319
Binary files /dev/null and b/docs/media/lsa-barcode_completion_admin.png differ
diff --git a/docs/media/lsa-barcode_completion_fields.png b/docs/media/lsa-barcode_completion_fields.png
new file mode 100644
index 0000000..bb0e2e6
Binary files /dev/null and b/docs/media/lsa-barcode_completion_fields.png differ
diff --git a/docs/media/lsa-barcode_completion_multiple.png b/docs/media/lsa-barcode_completion_multiple.png
new file mode 100644
index 0000000..0d50c2c
Binary files /dev/null and b/docs/media/lsa-barcode_completion_multiple.png differ
diff --git a/docs/root.txt b/docs/root.txt
index e91e97b..86edf5c 100644
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -272,11 +272,15 @@ client.
include::admin/librarysettings.adoc[]
+// Address Alert Feature
include::admin/lsa-address_alert.txt[]
// Push titles down one level.
:leveloffset: 1
+// Barcode Completion Feature
+include::admin/lsa-barcode_completion.txt[]
+
include::admin/hold_driven_recalls.txt[]
// Return to normal title levels.
-----------------------------------------------------------------------
Summary of changes:
docs/acquisitions/selection_lists_po.txt | 2 -
docs/admin/lsa-barcode_completion.txt | 254 ++++++++++++++++++++
docs/media/lsa-barcode_completion_accesspoints.png | Bin 0 -> 191831 bytes
docs/media/lsa-barcode_completion_admin.png | Bin 0 -> 16644 bytes
docs/media/lsa-barcode_completion_fields.png | Bin 0 -> 13708 bytes
docs/media/lsa-barcode_completion_multiple.png | Bin 0 -> 18795 bytes
docs/media/opensearch1.png | Bin 9258 -> 36104 bytes
docs/opac/opensearch.txt | 3 +-
docs/root.txt | 4 +
9 files changed, 260 insertions(+), 3 deletions(-)
create mode 100644 docs/admin/lsa-barcode_completion.txt
create mode 100644 docs/media/lsa-barcode_completion_accesspoints.png
create mode 100644 docs/media/lsa-barcode_completion_admin.png
create mode 100644 docs/media/lsa-barcode_completion_fields.png
create mode 100644 docs/media/lsa-barcode_completion_multiple.png
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