[open-ils-commits] [GIT] Evergreen ILS branch master updated. 840f27af536a3a7f84097c50a5872a3643f99861
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commit 840f27af536a3a7f84097c50a5872a3643f99861
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Tue Apr 26 10:23:14 2016 -0700
fixing missing newline
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/cataloging/cataloging_web_client.txt b/docs/cataloging/cataloging_web_client.txt
index 5d8b028..3256858 100644
--- a/docs/cataloging/cataloging_web_client.txt
+++ b/docs/cataloging/cataloging_web_client.txt
@@ -26,3 +26,4 @@ preview in this release, has the following features:
The initial seed data for the in-database tag table is
derived from the current tooltips XML file.
+
diff --git a/docs/root.txt b/docs/root.txt
index 49d9fbb..8934eae 100644
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -544,6 +544,7 @@ Cataloging
:leveloffset: 1
include::cataloging/cataloging_web_client.txt[]
+
include::cataloging/copy-buckets_web_client.txt[]
// Return to normal title levels.
commit 7bca17a950583cd7bed7c9afa5edde541d58272b
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Tue Mar 15 21:44:57 2016 -0700
LP954213 adding MARC Editor documentation somewhat based on 2.1
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/cataloging/MARC_Editor.txt b/docs/cataloging/MARC_Editor.txt
new file mode 100644
index 0000000..6a503cf
--- /dev/null
+++ b/docs/cataloging/MARC_Editor.txt
@@ -0,0 +1,94 @@
+Working with the MARC Editor
+----------------------------
+
+You can use the MARC Editor to edit MARC fields, sub-fields, and indicators.
+
+Editing MARC Records
+~~~~~~~~~~~~~~~~~~~~
+
+. Retrieve the record.
+. Actions for this Record -> MARC Edit .
+. The MARC record will display.
+. Select viewing and editing options, if desired.
+* Stack subfields to display each subfield on its own line.
+* Flat-Text Editor switches to a plain-text (menmonic) MARC format. This format can be useful when copying and pasting multiple lines. It also allows the use of tools like MarcEdit (http://marcedit.reeset.net/ ). Unclick the box to switch back.
+ * Note that you can use a backslash character as a placeholder in the flat text editor's indicators and fixed-length fields.
+* Fast Item Add allows attaching items quickly with call number and barcode. When _Save_ is clicked, the copy editor will open.
+. Make changes as desired.
+* Right click into a tag field to add/remove rows or replace tags.
+* To work with the data in a tag or indicator, click or _Tab_ into the required field. Right click to view valid
+tags or indicators.
++
+[NOTE]
+==========
+You can navigate the MARC Editor using keyboard shortcuts. Click _Help_ to see the shortcut menu from
+within the MARC Editor.
+==========
++
+. When finished, click _Save Record_. The record stays open in the editor. You can close the tab or switch to
+another view under _Actions for this Record_ (for example to view it as it appears in the OPAC).
+
+MARC Record Leader and MARC fixed field 008
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+You can edit parts of the leader and the 008 field in the MARC Editor via the fixed field editor box displayed above
+the MARC record.
+
+To edit the MARC record leader
+++++++++++++++++++++++++++++++
+
+. Retrieve and display the appropriate record in _MARC Edit_ view.
+
+. Click into any box displayed in the fixed field editor.
+
+. Press _Tab_ or use the mouse to move between fields.
+
+. Click _Save Record_.
+
+. Click _OK_ to save record edits.
+
+. The OPAC icon for the appropriate material type will display.
+
+
+OPAC icons for text, moving pictures and sound rely on correct MARC coding in the leader, 007, and 008, as do OPAC
+search filters such as publication date, item type, or target audience.
+
+MARC Fixed Field Editor Right-Click Context Menu Options
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++
+
+The MARC Fixed Field Editor provides suggested values for select fixed fields based on the record type being edited. Users can right-click on the value control for a fixed field and choose the appropriate value from the menu options.
+The Evergreen database contains information from the Library of Congress’s MARC 21 format standards that includes possible values for select fixed fields. The right-click context menu options are available for fixed fields whose values are already stored in the database. For the fixed fields that do not already contain possible values in the database, the user will see the basic clipboard operation options (such as cut, copy, paste, etc.).
+
+*To Access the MARC Fixed Field Editor Right-Click Context Menu Options:*
+
+. Within the bibliographic record that needs to be edited, select *Actions for this Record*.
+. Click *MARC Edit*.
+. Make sure that the Flat-Text Editor checkbox is not selected and that you are not using the Flat-Text Editor interface.
+. Right-click on the value control for the fixed field that needs to be edited.
++
+image::media/ffrc1.jpg[]
++
+. Select the appropriate value for the fixed field from the menu options.
++
+image::media/ffrc2.jpg[]
++
+. Continue editing the MARC record, as needed. Once you are finished editing the record, click *Save Record*.
+
+Changing the values in the fixed fields will also update the appropriate position in the Leader or 008 Field and other applicable fields (such as the 006 Field).
+
+image::media/ffrc3.jpg[]
+
+MARC Editor users retain the option of leaving the fixed field value blank or entering special values (such as # or | ).
+
+[NOTE]
+It may be necessary for MARC Editor users to first correctly pad the fixed fields to their appropriate lengths before making further modifications to the fixed field values.
+
+
+*Administration*
+The Evergreen database already contains information from the Library of Congress’s MARC 21 format standards that includes possible values for select fixed fields. Users may also add values to these and other fixed fields through the MARC Coded Value Maps interface. Once new values are added, the right-click context menu for the selected fixed field will display those values in the MARC Editor for any Record Type that utilizes that fixed field.
+There are three relevant tables that contain the values that display in the fixed field context menu options:
+
+. *config.marc21_ff_pos_map* describes, for the given record type, where a fixed field is located, its start position, and its length.
+. *config.coded_value_map* defines the set of valid values for many of the fixed fields and the translatable, human-friendly labels for them.
+. *config.record_attr_definition* links together the information from the config.marc21_ff_pos_map and config.coded_value_map tables.
+
diff --git a/docs/cataloging/MARC_Fixed_Field.txt b/docs/cataloging/MARC_Fixed_Field.txt
deleted file mode 100644
index 8ae9c60..0000000
--- a/docs/cataloging/MARC_Fixed_Field.txt
+++ /dev/null
@@ -1,43 +0,0 @@
-MARC Fixed Field Editor Right-Click Context Menu Options
---------------------------------------------------------
-
-The MARC Fixed Field Editor provides suggested values for select fixed fields based on the record type being edited. Users can right-click on the value control for a fixed field and choose the appropriate value from the menu options.
-The Evergreen database contains information from the Library of Congress’s MARC 21 format standards that includes possible values for select fixed fields. The right-click context menu options are available for fixed fields whose values are already stored in the database. For the fixed fields that do not already contain possible values in the database, the user will see the basic clipboard operation options (such as cut, copy, paste, etc.).
-
-*To Access the MARC Fixed Field Editor Right-Click Context Menu Options:*
-
-. Within the bibliographic record that needs to be edited, select *Actions for this Record*.
-. Click *MARC Edit*.
-. Make sure that the Flat-Text Editor checkbox is not selected and that you are not using the Flat-Text Editor interface.
-. Right-click on the value control for the fixed field that needs to be edited.
-+
-image::media/ffrc1.jpg[]
-+
-. Select the appropriate value for the fixed field from the menu options.
-+
-image::media/ffrc2.jpg[]
-+
-. Continue editing the MARC record, as needed. Once you are finished editing the record, click *Save Record*.
-
-Changing the values in the fixed fields will also update the appropriate position in the Leader or 008 Field and other applicable fields (such as the 006 Field).
-
-image::media/ffrc3.jpg[]
-
-MARC Editor users retain the option of leaving the fixed field value blank or entering special values (such as # or | ).
-
-[NOTE]
-It may be necessary for MARC Editor users to first correctly pad the fixed fields to their appropriate lengths before making further modifications to the fixed field values.
-
-
-*Administration*
-The Evergreen database already contains information from the Library of Congress’s MARC 21 format standards that includes possible values for select fixed fields. Users may also add values to these and other fixed fields through the MARC Coded Value Maps interface. Once new values are added, the right-click context menu for the selected fixed field will display those values in the MARC Editor for any Record Type that utilizes that fixed field.
-There are three relevant tables that contain the values that display in the fixed field context menu options:
-
-. *config.marc21_ff_pos_map* describes, for the given record type, where a fixed field is located, its start position, and its length.
-. *config.coded_value_map* defines the set of valid values for many of the fixed fields and the translatable, human-friendly labels for them.
-. *config.record_attr_definition* links together the information from the config.marc21_ff_pos_map and config.coded_value_map tables.
-
-
-
-
-
diff --git a/docs/cataloging/physical_char_wizard.txt b/docs/cataloging/physical_char_wizard.txt
index 105ff7f..3040555 100644
--- a/docs/cataloging/physical_char_wizard.txt
+++ b/docs/cataloging/physical_char_wizard.txt
@@ -1,5 +1,5 @@
MARC 007 Field Physical Characteristics Wizard
------------------------------------------------
+----------------------------------------------
The MARC 007 Field Physical Characteristics Wizard enables catalogers to interact with a database wizard that leads the user step-by-step through the MARC 007 field positions. The wizard displays the significance of the current position and provides dropdown lists of possible values for the various components of the MARC 007 field in a more user-friendly way.
diff --git a/docs/root.txt b/docs/root.txt
index 507fa3f..49d9fbb 100644
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -319,10 +319,16 @@ Introduction
Cataloguers should use this part for understanding the cataloguing procedures
used in Evergreen.
-include::cataloging/MARC_Fixed_Field.txt[]
+include::cataloging/MARC_Editor.txt[]
+
+// Push titles down one level.
+:leveloffset: 2
include::cataloging/physical_char_wizard.txt[]
+// Return titles to correct level.
+:leveloffset: 0
+
include::cataloging/batch_importing_MARC.txt[]
include::cataloging/overlay_record_3950_import.txt[]
commit 2026b4bb6716d8c2ce34f21fbc007294d52e3e5e
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Tue Mar 15 11:59:44 2016 -0700
LP1494346: Docs syntax error
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/cataloging/physical_char_wizard.txt b/docs/cataloging/physical_char_wizard.txt
index f4deb2b..105ff7f 100644
--- a/docs/cataloging/physical_char_wizard.txt
+++ b/docs/cataloging/physical_char_wizard.txt
@@ -76,11 +76,11 @@ image::media/pcw11.jpg[]
If the user edits an existing 007 field that does not already account for the skipped positions, then Evergreen will not automatically generate where the skipped positions should be in the 007 field. It is recommended that users delete the existing 007 field and start with a new 007 field, to ensure that Evergreen appropriately accounts for the obsolete positions for the Category of Material selected.
*Administration*
+
The information driving the MARC 007 Field Physical Characteristics Wizard is already a part of the Evergreen database. This data can be customized by individual sites and / or updated when the Library of Congress dictates new values or positions in the 007 field.
There are three relevant tables where the information that drives the wizard is stored:
+
. *config.marc21_physical_characteristic_type_map* contains the list of materials, or values, for the positions of the 007 field.
. *config.marc21_physical_characteristic_subfield_map* contains rows that list the meaning of the various positions in the 007 field for each Category of Material.
. *config.marc21_physical_characteristic_value_map* lists all of the values possible for all of the positions in the config.marc21_physical_characteristic_subfield_map table.
-
-
commit a1c5ca3c4eb722fd814e5044de56d9be76506c03
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Tue Mar 15 11:50:30 2016 -0700
resolving merge conflict
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/cataloging/cataloging_web_client.txt b/docs/cataloging/cataloging_web_client.txt
new file mode 100644
index 0000000..5d8b028
--- /dev/null
+++ b/docs/cataloging/cataloging_web_client.txt
@@ -0,0 +1,28 @@
+Cataloging in the Web Client
+----------------------------
+
+Cataloguers should use this part for understanding the cataloguing procedures used in Evergreen.
+
+
+MARC Tag-table Service
+~~~~~~~~~~~~~~~~~~~~~~
+The tag tables for the web staff client MARC editor are
+now stored in the database rather than a separate XML
+tooltips file as used by the XUL MARC editor. The tag-table
+service, which is part of the web staff client sprint 2
+preview in this release, has the following features:
+
+- specifies whether (sub)fields are optional or mandatory
+- specifies whether (sub)fields are repeatable or not
+- a coded value map can be associated with a subfield to
+ establish a controlled vocabulary for that subfield
+- MARC field and subfield definitions can be overridden
+ by institutions further down in the organizational unit
+ hierarchy. This allows, for example, a library to specify
+ definitions for local MARC tags.
+- values supplied by the tag-table service are used to
+ populate values in context menus in the web staff client
+ MARC editor.
+
+The initial seed data for the in-database tag table is
+derived from the current tooltips XML file.
diff --git a/docs/root.txt b/docs/root.txt
index 2281193..507fa3f 100644
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -533,11 +533,15 @@ include::circulation/circulation_patron_records_web_client.txt[]
Cataloging
----------
-Cataloguers should use this part for understanding the cataloguing procedures used in Evergreen.
+// Push titles down one level.
+:leveloffset: 1
+include::cataloging/cataloging_web_client.txt[]
include::cataloging/copy-buckets_web_client.txt[]
+// Return to normal title levels.
+:leveloffset: 0
Using the Public Access Catalog
commit b51c2799600c2e154591e41b657a61c306bcd35b
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Tue Mar 15 11:36:01 2016 -0700
Adding more information about authorities+Vandelay
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/cataloging/authorities.txt b/docs/cataloging/authorities.txt
index c068c4f..8b302ec 100644
--- a/docs/cataloging/authorities.txt
+++ b/docs/cataloging/authorities.txt
@@ -39,7 +39,12 @@ Setting up Authority Record Match Sets
. If you have sufficient privileges, you will be able to click on the *New Match Set*. If you are unable to do so, check that you have the ADMIN_IMPORT_MATCH_SET permission.
. Give your new set a descriptive name, an owning library, and a match set type of *authority.*
. Click on the blue hyperlinked name of the match set you just created to add criteria.
-. You can match against MARC tag/subfield entries, against a record's normalized heading + thesaurus.
+. You can match against MARC tag/subfield entries or against a record's normalized heading.
+
+[NOTE]
+=================
+Evergreen's database stores normalized authority headings in a format that includes the thesaurus. This way, record match sets will not match terms from other thesauri, even if the term is very similar.
+=================
[TIP]
=================
-----------------------------------------------------------------------
Summary of changes:
docs/cataloging/MARC_Editor.txt | 94 +++++++++++++++++++++++++++++
docs/cataloging/MARC_Fixed_Field.txt | 43 -------------
docs/cataloging/authorities.txt | 7 ++-
docs/cataloging/cataloging_web_client.txt | 29 +++++++++
docs/cataloging/physical_char_wizard.txt | 6 +-
docs/root.txt | 15 ++++-
6 files changed, 145 insertions(+), 49 deletions(-)
create mode 100644 docs/cataloging/MARC_Editor.txt
delete mode 100644 docs/cataloging/MARC_Fixed_Field.txt
create mode 100644 docs/cataloging/cataloging_web_client.txt
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