[open-ils-commits] [GIT] Evergreen ILS branch rel_2_9 updated. cf6cb08a76aa53b7a153aa4a883110e888e1ac75
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commit cf6cb08a76aa53b7a153aa4a883110e888e1ac75
Author: Remington Steed <rjs7 at calvin.edu>
Date: Wed Sep 16 17:07:13 2015 -0400
Docs 2.9: Update and add detail for Holdings Import profile
In order to add details about the new ability to import Stat Cat data
for a copy, this commit adds a table of all the import fields available
in the Holdings Import Profile. It also duplicates some content from
another section about batch importing, and updates the screenshot and
some wording in the original section.
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/admin_initial_setup/importing_via_staff_client.txt b/docs/admin_initial_setup/importing_via_staff_client.txt
index 58f7329..e800f68 100644
--- a/docs/admin_initial_setup/importing_via_staff_client.txt
+++ b/docs/admin_initial_setup/importing_via_staff_client.txt
@@ -101,10 +101,11 @@ image::media/record_quality_metrics.png[]
Import Item Attributes
~~~~~~~~~~~~~~~~~~~~~~
If you are importing copies with your records, you will need to map the data in
-your holdings tag to fields in the copy record. Click the *Import Item
-Attributes* button to map this information.
+your holdings tag to fields in the copy record. Click the *Holdings Import
+Profile* button to map this information.
. Click the *New Definition* button to create a new mapping for the holdings tag.
+. Add a *Name* for the definition.
. Use the *Tag* field to identify the MARC tag that contains your holdings
information.
. Add the subfields that contain specific copy information to the appropriate
@@ -112,11 +113,15 @@ Attributes* button to map this information.
. Select the *Keep* box if Evergreen should keep this holdings tag in the
record after it is imported. Otherwise, Evergreen will remove this holdings
tag.
-. At a minimum, you should add a name for the definition, identify the MARC
- holdings tag, and add the subfields that identify the circulating library, the
- owning library, the call number and the barcode.
+. At a minimum, you should add the subfields that identify the *Circulating
+Library*, the *Owning Library*, the *Call Number* and the *Barcode*.
+. For more details, see the <<_import_item_attributes_2,full list of import fields>>
+
+NOTE: All fields (except for Name, Tag and Keep) can contain static
+values, a MARC subfield code (such as "a"), or an XPATH query.
+
+image::media/batch_import_profile.png[Partial Screenshot of a Holdings Import Profile]
-image::media/import_item_attributes.png[]
Overlay/Merge Profiles
~~~~~~~~~~~~~~~~~~~~~~
diff --git a/docs/cataloging/batch_importing_MARC.txt b/docs/cataloging/batch_importing_MARC.txt
index 1153826..446660a 100644
--- a/docs/cataloging/batch_importing_MARC.txt
+++ b/docs/cataloging/batch_importing_MARC.txt
@@ -186,6 +186,67 @@ quality points by increasing subsequent records by a power of 2 (two).
+
image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]
+
+Import Item Attributes
+~~~~~~~~~~~~~~~~~~~~~~
+If you are importing copies with your records, you will need to map the data in
+your holdings tag to fields in the copy record. Click the *Holdings Import
+Profile* button to map this information.
+
+. Click the *New Definition* button to create a new mapping for the holdings tag.
+. Add a *Name* for the definition.
+. Use the *Tag* field to identify the MARC tag that contains your holdings
+ information.
+. Add the subfields that contain specific copy information to the appropriate
+ copy field.
+. Select the *Keep* box if Evergreen should keep this holdings tag in the
+ record after it is imported. Otherwise, Evergreen will remove this holdings
+ tag.
+. At a minimum, you should add the subfields that identify the *Circulating
+Library*, the *Owning Library*, the *Call Number* and the *Barcode*.
+
+NOTE: All fields (except for Name, Tag and Keep) can contain static
+values, a MARC subfield code (such as "a"), or an XPATH query.
+
+image::media/batch_import_profile.png[Partial Screenshot of a Holdings Import Profile]
+
+.Holdings Import Profile Fields
+[options="header"]
+|=============================
+|Field | Recommended | Description
+|Name | Yes | Name you will choose from the MARC Batch Import screen
+|Tag | Yes | MARC Holdings Tag/Field (e.g. 949). Use the Tag field to
+identify the MARC tag that contains your holdings information.
+|Keep | Yes | Select the Keep box if Evergreen should keep this holdings
+tag in the record after it is imported. Otherwise, Evergreen will remove
+this holdings tag.
+|Barcode | Yes |
+|Call Number | Yes |
+|Circulating Library | Yes |
+|Owning Library | Yes |
+|Alert Message ||
+|Circulate ||
+|Circulate As MARC Type ||
+|Circulation Modifier ||
+|Copy Number ||
+|Deposit ||
+|Deposit Amount ||
+|Holdable ||
+|OPAC Visible ||
+|Overlay Match ID || The copy ID of an existing copy to overlay
+|Price ||
+|Private Note ||
+|Public Note ||
+|Reference ||
+|Shelving Location ||
+|Stat Cat Data || Of the format `CATEGORY 1\|VALUE 1\|\|CATEGORY 2\|VALUE 2`.
+If you are overlaying existing copies which already have stat cats
+attached to them, the overlay process will keep those values unless the
+incoming copies contain updated values for matching categories.
+|Status ||
+|==================
+
+
Import Records
~~~~~~~~~~~~~~
diff --git a/docs/media/batch_import_profile.png b/docs/media/batch_import_profile.png
new file mode 100644
index 0000000..748d36b
Binary files /dev/null and b/docs/media/batch_import_profile.png differ
commit 4affec950364329638bf048e5f1cd4ddd652f07d
Author: Remington Steed <rjs7 at calvin.edu>
Date: Thu Sep 17 09:35:19 2015 -0400
Docs: Apache config includes examples for "no image"
This commit adds a note about the new commented config blocks in the
example Apache vhost file for providing a custom image for items with no
image. This commit also moves a related section into the "External
Content" section, so all external content info is together.
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/admin_initial_setup/designing_your_catalog.txt b/docs/admin_initial_setup/designing_your_catalog.txt
index 6048ae4..0570560 100644
--- a/docs/admin_initial_setup/designing_your_catalog.txt
+++ b/docs/admin_initial_setup/designing_your_catalog.txt
@@ -547,7 +547,7 @@ Evergreen and Apache.
Clear External/Added Content Cache
-----------------------------------
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
On the catalog’s record summary page, there is a link for staff that will forcibly clear
the cache of the Added Content for that record. This is helpful for when the Added Content
@@ -563,6 +563,12 @@ You will need to reload the record in the staff client to obtain the new images
Added Content Supplier.
+Configure a Custom Image for Missing Images
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+You can configure a "no image" image other than the standard 1-pixel
+blank image. The example eg_vhost.conf file provides examples in the
+comments. Note: Evergreen does not provide default images for these.
Including Locally Hosted Content in Your Public Interface
-----------------------------------------------------------------------
Summary of changes:
.../admin_initial_setup/designing_your_catalog.txt | 8 ++-
.../importing_via_staff_client.txt | 17 ++++--
docs/cataloging/batch_importing_MARC.txt | 61 ++++++++++++++++++++
docs/media/batch_import_profile.png | Bin 0 -> 16115 bytes
4 files changed, 79 insertions(+), 7 deletions(-)
create mode 100644 docs/media/batch_import_profile.png
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