[open-ils-commits] [GIT] Evergreen ILS branch master updated. 03dc0514b36020d39755cc6e75234db23c52c207
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- Log -----------------------------------------------------------------
commit 03dc0514b36020d39755cc6e75234db23c52c207
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Mon Mar 14 16:34:43 2016 -0700
docs: reorganizing, adding information about importing authority records using vandelay
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/docs/cataloging/authorities.txt b/docs/cataloging/authorities.txt
index a907931..c068c4f 100644
--- a/docs/cataloging/authorities.txt
+++ b/docs/cataloging/authorities.txt
@@ -1,11 +1,9 @@
-Manage Authorities
-------------------
+Managing Authorities
+--------------------
+This section describes how you can create, import, view, modify, merge, and delete authority records in Evergreen.
-In Evergreen to view, edit, merge, and delete authority records you would use the *Manage Authorities* interface
-through the *Cataloging* menu.
-
-[TIP]
-=================
+Creating Authorities
+~~~~~~~~~~~~~~~~~~~~
Currently in Evergreen to create a new authority record, as opposed to importing an authority record, you
need to have a bib record open in the bib MARC editor.
@@ -16,11 +14,48 @@ New Authority from this field_, then select either _Create Immediately_ or _Crea
* If you
choose _Create and Edit..._, after the authority MARC editor opens you need to click on the _Save_ button
to finally add the new authority record to your system.
+
+
+Importing Authorities
+~~~~~~~~~~~~~~~~~~~~~
+. Click *Cataloging -> MARC Batch Import/Export.*
+. You may create a queue to better track this import project. If you do not create a new queue, it will automatically put your records into a default queue named *-*.
+. Don't set a value for Holdings Import Profile, because this doesn't apply to authority records.
+. Select a file of authority data and put it in the *File to Upload* field.
+. Make sure all the settings are correct, then press *Upload.*
+. Evergreen will automatically assign a thesaurus based on the *Subj* fixed field, which is character 11 in the 008 field.
+
+[TIP]
+=================
+If you are importing authorities from an external vendor and want to track this, you may wish to set a unique Record Source.
+=================
+
+
+
+Setting up Authority Record Match Sets
+++++++++++++++++++++++++++++++++++++++
+. Click *Cataloging -> MARC Batch Import/Export.*
+. Click *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.
+
+[TIP]
+=================
+Evergreen's internal identifier is in the 901c field. If you have previously exported authority record -- perhaps for an external vendor to do authority cleanup work -- and you want to import them back into your catalog, you may wish to include the 901c field in your match set.
=================
+Manage Authorities Interface
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In Evergreen to view, edit, merge, and delete authority records you would use the *Manage Authorities* interface
+through the *Cataloging* menu.
+
+
Searching for authorities
-~~~~~~~~~~~~~~~~~~~~~~~~~
++++++++++++++++++++++++++
To search for authorities in your system, first select the *Cataloging* menu and then select *Manage Authorities*.
Then proceed to fill out the search form.
@@ -54,4 +89,4 @@ _Edit_, _Mark for Merge_, _Delete_
* s = Sears List of Subject Headings
* v = Repertoire de vedettes-matiere
* z = Other
-* | = No attempt to code
\ No newline at end of file
+* | = No attempt to code
commit b59bba3ecd45b01986449246b8e760ab752d3dd8
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Mon Feb 29 16:00:15 2016 -0800
docs: Adding instructions for setting up due time in the patron's myopac display
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/docs/admin_initial_setup/designing_your_catalog.txt b/docs/admin_initial_setup/designing_your_catalog.txt
index 3c122ac..91948a3 100644
--- a/docs/admin_initial_setup/designing_your_catalog.txt
+++ b/docs/admin_initial_setup/designing_your_catalog.txt
@@ -383,6 +383,23 @@ You may also change the default number of facets appearing under each category
by editing the _facet.default_display_count_ value in _config.tt2_. The default
value is 5.
+Change Date Format in Patron Account View
+-----------------------------------------
+Libraries with same-day circulations may want their patrons to be able to view
+the due *time* as well as due date when they log in to their OPAC account. To
+accomplish this, go to _opac/myopac/circs.tt2_. Find the line that reads:
+
+----
+[% date.format(due_date, DATE_FORMAT) %]
+----
+
+Replace it with:
+
+----
+[% date.format(due_date, '%D %I:%M %p') %]
+----
+
+
Including External Content in Your Public Interface
---------------------------------------------------
commit 5e24cf1ef4353c49fbc39c7a6db33e277cace908
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date: Mon Feb 29 15:42:31 2016 -0800
docs: Adding section about facet_groups in advanced search
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/docs/admin_initial_setup/designing_your_catalog.txt b/docs/admin_initial_setup/designing_your_catalog.txt
index 81e5fec..3c122ac 100644
--- a/docs/admin_initial_setup/designing_your_catalog.txt
+++ b/docs/admin_initial_setup/designing_your_catalog.txt
@@ -339,6 +339,26 @@ For example, if you delete the line:
the language field will no longer appear on your advanced search page. Changes
will appear immediately after you save your changes.
+You can also add fields based on Search Facet Groups that you create in the
+staff client's Local Administration menu. This can be helpful if you want to
+simplify your patrons' experience by presenting them with only certain
+limiters (e.g. the most commonly used languages in your area). To do this,
+
+. Click *Admin -> Local Administration -> Search Facet Groups*.
+. Click *New*.
+. Enter descriptive values into the code and label fields. The owner needs to
+be set to your consortium.
+. Once the Facet Group is created, click on the blue hyperlinked code value.
+. Click the *New* button to create the necessary values for your field.
+. Go to the _opac/parts/config.tt2_ file, and add a line like the following,
+where *Our Library's Field* is the name you'd like to be displayed next to
+your field, and *facet_group_code* is the code you've added using the staff
+client.
+
+---
+ {adv_label => l("Our Library's Field"), adv_filter => "facet_group_code"},
+---
+
Changing the display of facets and facet groups
-----------------------------------------------
-----------------------------------------------------------------------
Summary of changes:
.../admin_initial_setup/designing_your_catalog.txt | 37 ++++++++++++++
docs/cataloging/authorities.txt | 53 ++++++++++++++++---
2 files changed, 81 insertions(+), 9 deletions(-)
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