[open-ils-commits] [GIT] Evergreen ILS branch rel_3_1 updated. 99e11a8c765493e0c2bd8c37c74fc575f0eb13a1
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- Log -----------------------------------------------------------------
commit 99e11a8c765493e0c2bd8c37c74fc575f0eb13a1
Author: Remington Steed <rjs7 at calvin.edu>
Date: Fri Apr 20 12:09:55 2018 -0400
Docs: Update several chapters for web client
- User and Group Permissions
- One new screenshot
- Minor line reformatting
- SMS Text Messaging
- Update screenshots and alt text
- Correction/clarification to some instructions
- Barcode Completion
- Replace composite screenshot with separate updated screenshots
- Reformat headings to accommodate new screenshots
- Update other screenshots
- Slight rewording (change "actor" to "patron", "asset" to "copy")
- Remove release date and reference to previous name of feature
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/admin/SMS_messaging.adoc b/docs/admin/SMS_messaging.adoc
index cbbe073..181c188 100644
--- a/docs/admin/SMS_messaging.adoc
+++ b/docs/admin/SMS_messaging.adoc
@@ -16,13 +16,14 @@ Enable Text Messages
. Select the setting, *Enable features that send SMS text messages.*
. Set the value to *True,* and click *Update Setting.*
-image::media/SMS_Text_Messaging1.jpg[SMS_Text_Messaging1]
+image::media/SMS_Text_Messaging1.png[Library Setting to enable SMS]
Authenticate Patrons
^^^^^^^^^^^^^^^^^^^^
-By default, you must be logged into your OPAC account to send a text message from Evergreen. However, if you disable this setting, you can text message copy information without having
-to login to your OPAC account.
+By default, you must be logged into your OPAC account to send a text message
+from Evergreen. However, if you turn on this setting, you can text message copy
+information without having to login to your OPAC account.
To disable the patron login requirement:
@@ -30,7 +31,7 @@ To disable the patron login requirement:
. Select the setting, *Disable auth requirement for texting call numbers*.
. Set the value to *True,* and click *Update Setting.*
-image::media/SMS_Text_Messaging2.jpg[SMS_Text_Messaging2]
+image::media/SMS_Text_Messaging2.png[Library Setting to disable SMS auth/login requirement]
Configure SMS Carriers
^^^^^^^^^^^^^^^^^^^^^^
@@ -61,11 +62,14 @@ To configure the text of the SMS text message:
. Click *Administration* -> *Local Administration* -> *Notifications/Action Triggers.*
. Create a new A/T and template, or use or modify an existing template. For example, a default template, "Hold Ready for Pickup SMS Notification," notifies users that the hold is ready for pickup.
+
-image::media/SMS_Text_Messaging5.jpg[SMS_Text_Messaging5]
+image::media/SMS_Text_Messaging5.png[SMS Notification Triggers list]
+
-. You can use the default template, or you can edit the template and add content specific to your library. Click the hyperlinked name to view and/or edit the hold notice.
-
-image::media/SMS_Text_Messaging6.jpg[SMS_Text_Messaging6]
+. You can use the default template, or you can edit the template and add
+content specific to your library. Click the hyperlinked name to edit the
+Event Environment and Event Parameters. Or double-click the row to edit the
+hold notice.
++
+image::media/SMS_Text_Messaging6.png[Hold Ready SMS Trigger Event Definition]
Receiving Holds Notices via Text Message
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
diff --git a/docs/admin/lsa-barcode_completion.adoc b/docs/admin/lsa-barcode_completion.adoc
index 4915e96..88af0b9 100644
--- a/docs/admin/lsa-barcode_completion.adoc
+++ b/docs/admin/lsa-barcode_completion.adoc
@@ -5,13 +5,12 @@ 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.
+amount of typing required for manual barcode input.
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
+outputting. Barcode Completion is additive only; you cannot use it to 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.
@@ -20,8 +19,6 @@ 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
~~~~~~~~~~~~~~~~~~~~~~~
@@ -39,26 +36,44 @@ Access Points
The admin interface for Barcode Completion is located under *Administration*
-> *Local Administration* -> *Barcode Completion*.
-image::media/lsa-barcode_completion_admin.png[Barcode Completion Admin]
+image::media/lsa-barcode_completion_admin.png[Barcode Completion Admin List]
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.
+Check Out Step 1: Lookup Patron by Barcode
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+image::media/Barcode_Checkout_Patron_Barcode.png[Patron Barcode Lookup for Checking Out]
+
+Check Out Step 2: Scanning Item Barcodes
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+image::media/Barcode_Checkout_Item_Barcode.png[Item Barcode at Check Out]
+
+Staff Client Place Hold from Catalog
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+image::media/Barcode_OPAC_Staff_Place_Hold.png[Patron Barcode Lookup for Staff Placing Hold]
-.For Assets (Copy) Barcodes
- * Check Out.
- * Check In.
- * Item Status / Search for copies by Barcode / Show Item Status by Barcode.
+Check In
+^^^^^^^^
+
+image::media/Barcode_Check_In.png[Item Barcode at Check In]
+
+Item Status
+^^^^^^^^^^^
+
+image::media/Barcode_Item_Status.png[Item Barcode at Item Status screen]
+
+
+NOTE: Barcode completion is also available 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.)
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
~~~~~~~~~~~~~~~~
diff --git a/docs/admin/permissions.adoc b/docs/admin/permissions.adoc
index 054c8cc..586dd11 100644
--- a/docs/admin/permissions.adoc
+++ b/docs/admin/permissions.adoc
@@ -1,8 +1,7 @@
User and Group Permissions
--------------------------
-It is essential to understand how user and group permissions can be used to
-allow
+It is essential to understand how user and group permissions can be used to allow
staff to fulfill their roles while ensuring that they only have access to the
appropriate level.
@@ -20,14 +19,14 @@ Staff Accounts
New staff accounts are created in much the same way as patron accounts, using
_Circulation -> Register Patron_ or *Shift+F1*. Select one of the staff
-profiles
-from the _Profile Group_ drop-down menu.
+profiles from the _Profile Group_ drop-down menu.
+
+image::media/permissions_1a.png[Permission Group dropdown in patron account]
Each new staff account must be assigned a _Working Location_ which determines
-its
-access level in staff client interfaces.
+its access level in staff client interfaces.
-. To assign a working location open the newly created staff account using *F1*
+. To assign a working location, open the newly created staff account using *F1*
(retrieve patron) or *F4* (patron search).
. Select _Other -> User Permission Editor_
+
diff --git a/docs/media/Barcode_Check_In.png b/docs/media/Barcode_Check_In.png
new file mode 100644
index 0000000..454cc41
Binary files /dev/null and b/docs/media/Barcode_Check_In.png differ
diff --git a/docs/media/Barcode_Checkout_Item_Barcode.png b/docs/media/Barcode_Checkout_Item_Barcode.png
new file mode 100644
index 0000000..bf2592e
Binary files /dev/null and b/docs/media/Barcode_Checkout_Item_Barcode.png differ
diff --git a/docs/media/Barcode_Checkout_Patron_Barcode.png b/docs/media/Barcode_Checkout_Patron_Barcode.png
new file mode 100644
index 0000000..6710a71
Binary files /dev/null and b/docs/media/Barcode_Checkout_Patron_Barcode.png differ
diff --git a/docs/media/Barcode_Item_Status.png b/docs/media/Barcode_Item_Status.png
new file mode 100644
index 0000000..59e2e45
Binary files /dev/null and b/docs/media/Barcode_Item_Status.png differ
diff --git a/docs/media/Barcode_OPAC_Staff_Place_Hold.png b/docs/media/Barcode_OPAC_Staff_Place_Hold.png
new file mode 100644
index 0000000..116eaa5
Binary files /dev/null and b/docs/media/Barcode_OPAC_Staff_Place_Hold.png differ
diff --git a/docs/media/SMS_Text_Messaging1.png b/docs/media/SMS_Text_Messaging1.png
new file mode 100644
index 0000000..06fa12c
Binary files /dev/null and b/docs/media/SMS_Text_Messaging1.png differ
diff --git a/docs/media/SMS_Text_Messaging2.png b/docs/media/SMS_Text_Messaging2.png
new file mode 100644
index 0000000..b0ed58d
Binary files /dev/null and b/docs/media/SMS_Text_Messaging2.png differ
diff --git a/docs/media/SMS_Text_Messaging5.png b/docs/media/SMS_Text_Messaging5.png
new file mode 100644
index 0000000..295a5c4
Binary files /dev/null and b/docs/media/SMS_Text_Messaging5.png differ
diff --git a/docs/media/SMS_Text_Messaging6.png b/docs/media/SMS_Text_Messaging6.png
new file mode 100644
index 0000000..5e153b1
Binary files /dev/null and b/docs/media/SMS_Text_Messaging6.png differ
diff --git a/docs/media/lsa-barcode_completion_fields.png b/docs/media/lsa-barcode_completion_fields.png
index bb0e2e6..651f414 100644
Binary files a/docs/media/lsa-barcode_completion_fields.png 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
index 0d50c2c..071d050 100644
Binary files a/docs/media/lsa-barcode_completion_multiple.png and b/docs/media/lsa-barcode_completion_multiple.png differ
diff --git a/docs/media/permissions_1a.png b/docs/media/permissions_1a.png
new file mode 100644
index 0000000..9b3f811
Binary files /dev/null and b/docs/media/permissions_1a.png differ
-----------------------------------------------------------------------
Summary of changes:
docs/admin/SMS_messaging.adoc | 20 ++++++----
docs/admin/lsa-barcode_completion.adoc | 49 +++++++++++++++--------
docs/admin/permissions.adoc | 13 +++---
docs/media/Barcode_Check_In.png | Bin 0 -> 15886 bytes
docs/media/Barcode_Checkout_Item_Barcode.png | Bin 0 -> 9875 bytes
docs/media/Barcode_Checkout_Patron_Barcode.png | Bin 0 -> 5083 bytes
docs/media/Barcode_Item_Status.png | Bin 0 -> 9133 bytes
docs/media/Barcode_OPAC_Staff_Place_Hold.png | Bin 0 -> 23639 bytes
docs/media/SMS_Text_Messaging1.png | Bin 0 -> 46186 bytes
docs/media/SMS_Text_Messaging2.png | Bin 0 -> 37141 bytes
docs/media/SMS_Text_Messaging5.png | Bin 0 -> 28959 bytes
docs/media/SMS_Text_Messaging6.png | Bin 0 -> 34422 bytes
docs/media/lsa-barcode_completion_fields.png | Bin 13708 -> 8571 bytes
docs/media/lsa-barcode_completion_multiple.png | Bin 18795 -> 17815 bytes
docs/media/permissions_1a.png | Bin 0 -> 14983 bytes
15 files changed, 50 insertions(+), 32 deletions(-)
create mode 100644 docs/media/Barcode_Check_In.png
create mode 100644 docs/media/Barcode_Checkout_Item_Barcode.png
create mode 100644 docs/media/Barcode_Checkout_Patron_Barcode.png
create mode 100644 docs/media/Barcode_Item_Status.png
create mode 100644 docs/media/Barcode_OPAC_Staff_Place_Hold.png
create mode 100644 docs/media/SMS_Text_Messaging1.png
create mode 100644 docs/media/SMS_Text_Messaging2.png
create mode 100644 docs/media/SMS_Text_Messaging5.png
create mode 100644 docs/media/SMS_Text_Messaging6.png
create mode 100644 docs/media/permissions_1a.png
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