[open-ils-commits] [GIT] Evergreen ILS branch rel_2_11 updated. 64ff1e951c9388e2fd5d95b66b026a5cfc31305e
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commit 64ff1e951c9388e2fd5d95b66b026a5cfc31305e
Author: Remington Steed <rjs7 at calvin.edu>
Date: Fri May 12 10:24:36 2017 -0400
Revert "Docs: Update MARC editor docs for web client"
This reverts commit 63d389c5025c62e4dad89d3c3f29f63b99dc8327.
I mistakenly added this change to 2.11, when it only applies to 2.12 and
beyond.
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/cataloging/MARC_Editor.adoc b/docs/cataloging/MARC_Editor.adoc
index fd8536f..6a503cf 100644
--- a/docs/cataloging/MARC_Editor.adoc
+++ b/docs/cataloging/MARC_Editor.adoc
@@ -7,13 +7,13 @@ Editing MARC Records
~~~~~~~~~~~~~~~~~~~~
. Retrieve the record.
-. MARC Edit.
+. 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.
+. 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.
-* Add Item allows attaching items quickly with call number and barcode. When _Save_ is clicked, the copy editor will open. NOTE: Browser pop-up blockers will prevent this, please allow pop-ups.
+* 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
@@ -25,8 +25,8 @@ You can navigate the MARC Editor using keyboard shortcuts. Click _Help_ to see t
within the MARC Editor.
==========
+
-. When finished, click _Save_. The record will remain open in the editor. You can close the browser window or browser tab. Or you can switch to
-another view from the navigation near the top (for example to view it as it appears in the OPAC choose _OPAC View_).
+. 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
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
@@ -43,7 +43,9 @@ To edit the MARC record leader
. Press _Tab_ or use the mouse to move between fields.
-. Click _Save_.
+. Click _Save Record_.
+
+. Click _OK_ to save record edits.
. The OPAC icon for the appropriate material type will display.
@@ -55,25 +57,26 @@ 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. Fixed fields that do not contain possible values in the database, the user will recieve the default web browser menu (such as cut, copy, paste, etc.).
+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 *MARC Edit*.
+. 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_2.12.jpg[]
+image::media/ffrc1.jpg[]
+
. Select the appropriate value for the fixed field from the menu options.
+
-image::media/ffrc2_2.12.jpg[]
+image::media/ffrc2.jpg[]
+
-. Continue editing the MARC record, as needed. Once you are finished editing the record, click *Save*.
+. 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_2.12.jpg[]
+image::media/ffrc3.jpg[]
MARC Editor users retain the option of leaving the fixed field value blank or entering special values (such as # or | ).
diff --git a/docs/cataloging/physical_char_wizard.adoc b/docs/cataloging/physical_char_wizard.adoc
index 13d23d5..3040555 100644
--- a/docs/cataloging/physical_char_wizard.adoc
+++ b/docs/cataloging/physical_char_wizard.adoc
@@ -5,19 +5,22 @@ The MARC 007 Field Physical Characteristics Wizard enables catalogers to interac
*To Access the MARC 007 Field Physical Characteristics Wizard for a Record that Does Not Already Contain the 007 Field (i.e. Creating the 007 Field from Scratch):*
-. Within the bibliographic record that needs to be edited, select *MARC Edit*.
+. 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 in the MARC field column.
+
-image::media/pcw1_2.12.jpg[]
+image::media/pcw1.jpg[]
+
. Click *Add/Replace 007*. The 007 row will appear in the record.
-. Click the chain link icon to the right of the field.
+. Right-click in the 007 textbox field.
+
-image::media/pcw2_2.12.jpg[]
+image::media/pcw2.jpg[]
+
. Click *Physical Characteristics Wizard*.
+image::media/pcw3.jpg[]
+
The *MARC 007 Field Physical Characteristics Wizard* will open.
*Using the Physical Characteristics Wizard:*
@@ -28,23 +31,49 @@ The first value defines the *Category of Material*. Users select the Category of
Once the Category of Material is selected, click *Next*.
-Evergreen will display the result of each selection in the preview above. The affected character will be in red.
+Evergreen will display the pipe symbol (vertical bar) for each position that represents a potential value for the selected Category of Material and will skip obsolete values.
-image::media/pcw3_2.12.jpg[]
+image::media/pcw4.jpg[]
By clicking either the *Previous* or *Next* buttons, the user may step forward and backward, as needed, through the various positions in the 007 field.
-Once the user enters all of the applicable values for the 007 field and is ready to exit the wizard, click *Save*.
+image::media/pcw5.jpg[]
+
+As a visual reference, the position that the wizard is displaying will appear in bold font. That way, users know which position they are working on at any given point within the wizard.
+
+image::media/pcw6.jpg[]
-image::media/pcw4_2.12.jpg[]
+Once the user enters all of the applicable values for the 007 field and is ready to exit the wizard, click *OK*.
+
+image::media/pcw7.jpg[]
All of the values selected will be stored and displayed within the 007 field of the bibliographic record.
-image::media/pcw5_2.12.jpg[]
+image::media/pcw8.jpg[]
+
+Continue editing the MARC record, as needed. Once the user is finished editing the record, click *Save Record*.
+
+image::media/pcw9.jpg[]
-Continue editing the MARC record, as needed. Once the user is finished editing the record, click *Save*.
+*To Access the MARC 007 Field Physical Characteristics Wizard for a Record that Already Contains the 007 Field (i.e. Edit an Existing 007 Field):*
+
+. Within the bibliographic record that needs to be edited, select *Actions for this Record*.
+. Click *MARC Edit*.
+. Right-click in the 007 textbox field.
+. Click *Physical Characteristics Wizard*.
++
+image::media/pcw10.jpg[]
++
+. Click the *Previous* and *Next* buttons to navigate forward and backward through the various positions. The current position that the wizard is on will be indicated by bold font.
+. Each position will display a label that describes the significance of that position. For the position that needs to be edited, choose its appropriate value from the dropdown options.
++
+image::media/pcw11.jpg[]
++
+. Once all edits of the 007 field are made, click *OK*.
+. After finishing all other edits to the MARC record, click *Save Record*.
-image::media/pcw6_2.12.jpg[]
+[NOTE]
+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*
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-----------------------------------------------------------------------
Summary of changes:
docs/cataloging/MARC_Editor.adoc | 29 +++++++++-------
docs/cataloging/physical_char_wizard.adoc | 51 ++++++++++++++++++++++------
docs/media/ffrc1_2.12.jpg | Bin 22290 -> 0 bytes
docs/media/ffrc2_2.12.jpg | Bin 27306 -> 0 bytes
docs/media/ffrc3_2.12.jpg | Bin 33650 -> 0 bytes
docs/media/pcw1_2.12.jpg | Bin 56955 -> 0 bytes
docs/media/pcw2_2.12.jpg | Bin 27264 -> 0 bytes
docs/media/pcw3_2.12.jpg | Bin 16895 -> 0 bytes
docs/media/pcw4_2.12.jpg | Bin 15602 -> 0 bytes
docs/media/pcw5_2.12.jpg | Bin 37201 -> 0 bytes
docs/media/pcw6_2.12.jpg | Bin 11217 -> 0 bytes
11 files changed, 56 insertions(+), 24 deletions(-)
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