[open-ils-commits] [GIT] Evergreen ILS branch rel_3_0 updated. 05fc90d9abc30fc6be2e81b6175fb1ec8ec56d53
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- Log -----------------------------------------------------------------
commit 05fc90d9abc30fc6be2e81b6175fb1ec8ec56d53
Author: Kevin Tran <kdt8 at students.calvin.edu>
Date: Thu Mar 1 11:09:30 2018 -0500
Docs: Update search_interface.adoc for web client
- added a screenshot because the instructions seemed to lack a visual
- changed step 1 from "Search Facet Groups" to "Search Filter Groups"
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/admin/search_interface.adoc b/docs/admin/search_interface.adoc
index eb4a4b2..60dfff2 100644
--- a/docs/admin/search_interface.adoc
+++ b/docs/admin/search_interface.adoc
@@ -12,6 +12,8 @@ Value Maps*
. Select _Type_ from the *Record Attribute Type* select box.
. Double click on the format type you wish to edit.
+image::media/coded-value-1.png[Coded Value Map Format Editor]
+
To change the label for the type, enter a value in the *Search Label* field.
To move the option to a top list separated by a dashed line from the others,
@@ -58,7 +60,7 @@ 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 *Administration -> Local Administration -> Search Facet Groups*.
+. Click *Administration -> Local Administration -> Search Filter Groups*.
. Click *New*.
. Enter descriptive values into the code and label fields. The owner needs to
be set to your consortium.
diff --git a/docs/media/coded-value-1.png b/docs/media/coded-value-1.png
new file mode 100644
index 0000000..9530027
Binary files /dev/null and b/docs/media/coded-value-1.png differ
commit ec91526c3c2b0032be5dbd8ec13e32f6ba3ffa2e
Author: Remington Steed <rjs7 at calvin.edu>
Date: Fri Jul 7 09:26:15 2017 -0400
Docs: Update "Monograph Parts" for web client
- Replace screenshots
- Reformat long lines to around 72 characters
- Convert numbered list to automatic numbering
- Update instructions to match web client
Thanks to Kevin Tran for the screenshots.
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/cataloging/monograph_parts.adoc b/docs/cataloging/monograph_parts.adoc
index d234ba3..50f300b 100644
--- a/docs/cataloging/monograph_parts.adoc
+++ b/docs/cataloging/monograph_parts.adoc
@@ -1,9 +1,24 @@
Monograph Parts
---------------
-*Monograph Parts* enables you to differentiate between parts of monographs or other multi-part items. This feature enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc of a DVD set if they want to access a specific season or episode rather than an entire series.
+*Monograph Parts* enables you to differentiate between parts of
+monographs or other multi-part items. This feature enables catalogers
+to describe items more precisely by labeling the parts of an item. For
+example, catalogers might identify the parts of a monograph or the discs
+of a DVD set. This feature also allows patrons more flexibility when
+placing holds on multi-part items. A patron could place a hold on a
+specific disc of a DVD set if they want to access a specific season or
+episode rather than an entire series.
-Four new permissions are used by this functionality: CREATE_MONOGRAPH_PART, UPDATE_MONOGRAPH_PART, DELETE_MONOGRAPH_PART and MAP_MONOGRAPH_PART. These permissions should be assigned at the consortial level to those groups or users that will make use of the features described below.
+Four new permissions are used by this functionality:
+
+* CREATE_MONOGRAPH_PART
+* UPDATE_MONOGRAPH_PART
+* DELETE_MONOGRAPH_PART
+* MAP_MONOGRAPH_PART
+
+These permissions should be assigned at the consortial level to those
+groups or users that will make use of the features described below.
Add a Monograph Part to an Existing Record
@@ -11,45 +26,54 @@ Add a Monograph Part to an Existing Record
To add a monograph part to an existing record in the catalog:
-1. Retrieve a record.
+. Retrieve a record.
-2. Click *Actions for this Record -> Manage Parts*
+. Click the *Manage Parts* tab.
+
-image::media/manage_parts_menu.png[Menu: Manage Parts]
+image::media/manage_parts_menu.jpg[Menu: Manage Parts]
-3. Click *New Monograph Part*
+. Click the *New Monograph Part* button
-4. Enter the *label* that you want to appear to the user in the catalog,
+. Enter the *label* that you want to appear to the user in the catalog,
and click *Save*. This will create a list of monograph parts from which
you can choose when you create a volume and copy.
+
image::media/monograph_parts2.jpg[monograph_parts2]
-5. Add a volume and copy. To add a volume and copy to your workstation
-library, click the *Add Volumes* link in the *Record Summary* at the top
-of the bibliographic record, or click *Actions for this Record -> Add
-Volumes*.
+. Add a volume and copy. To add a volume and copy to your workstation
+library, click the *Add Volumes* button in the *Record Summary* area above the tabs.
+
-To add a volume and copy to your workstation library or other libraries, click *Actions for this Record -> Holdings Maintenance -> Add Volumes*.
+To add a volume and copy to your workstation library or other libraries,
+click the *Holdings View* tab, right-click the appropriate
+library, and choose *Add -> Volumes and Copies*.
+
image::media/monograph_parts3.jpg[monograph_parts3]
-6. The *Unified Volume/Copy Creator* opens. Enter the number of volumes
+. The *Unified Volume/Copy Creator* opens. Enter the number of volumes
that you want to add to the catalog and the volume description.
-7. Enter the number of copies and barcode(s) of each item.
+. Enter the number of copies and barcode(s) of each item.
-8. Select the *part designation* from the drop down menu adjacent to the barcode field.
-
-9. Apply a template to the copies, or edit fields in the *Copy Editor*.
+. Choose the part label from the *Part* drop down menu.
+
image::media/monograph_parts4.jpg[monograph_parts4]
-10. Click *Create Volumes/Items*.
+. Apply a template to the copies, or edit fields in the *Working Copies* section below.
++
+image::media/monograph_parts5.jpg[monograph_parts5]
+
+. Click *Store Selected* when those copies are ready.
+
+. Review your completed copies on the "Completed Copies" tab.
+
+. When all copies have been stored and reviewed, click "Save {amp}
+Exit".
++
+NOTE: If you are only making one set of changes, you can simply click
+*Save {amp} Exit* and skip the *Store Selected* stage.
-11. The *Holdings Maintenance* screen will refresh to demonstrate the
-addition of the part information. These fields also appear in the OPAC
-View.
+. The *Holdings View* tab now shows the new part information. These fields
+also appear in the OPAC View.
+
image::media/manage_parts_opac.png[Catalog Record showing copies with part details]
diff --git a/docs/media/manage_parts_menu.jpg b/docs/media/manage_parts_menu.jpg
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index 0000000..0982e3e
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diff --git a/docs/media/monograph_parts2.jpg b/docs/media/monograph_parts2.jpg
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diff --git a/docs/media/monograph_parts4.jpg b/docs/media/monograph_parts4.jpg
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diff --git a/docs/media/monograph_parts5.jpg b/docs/media/monograph_parts5.jpg
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-----------------------------------------------------------------------
Summary of changes:
docs/admin/search_interface.adoc | 4 ++-
docs/cataloging/monograph_parts.adoc | 66 +++++++++++++++++++++++-----------
docs/media/coded-value-1.png | Bin 0 -> 19797 bytes
docs/media/manage_parts_menu.jpg | Bin 0 -> 139914 bytes
docs/media/monograph_parts2.jpg | Bin 62711 -> 63408 bytes
docs/media/monograph_parts3.jpg | Bin 61278 -> 69871 bytes
docs/media/monograph_parts4.jpg | Bin 29854 -> 130440 bytes
docs/media/monograph_parts5.jpg | Bin 25997 -> 197430 bytes
8 files changed, 48 insertions(+), 22 deletions(-)
create mode 100644 docs/media/coded-value-1.png
create mode 100644 docs/media/manage_parts_menu.jpg
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