[open-ils-commits] [GIT] Evergreen ILS branch rel_3_1 updated. f6734f63661fa16ee3bfafbab32227ec7645f55e
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commit f6734f63661fa16ee3bfafbab32227ec7645f55e
Author: abneiman <abneiman at equinoxinitiative.org>
Date: Tue Feb 19 17:22:04 2019 -0500
docs: Statcat updates
Signed-off-by: abneiman <abneiman at equinoxinitiative.org>
Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>
diff --git a/docs/admin/lsa-statcat.adoc b/docs/admin/lsa-statcat.adoc
index a9d5bb7b68..36d7f4fae1 100644
--- a/docs/admin/lsa-statcat.adoc
+++ b/docs/admin/lsa-statcat.adoc
@@ -9,7 +9,7 @@ This is where you configure your statistical categories (stat cats). Stat cats
*Copy Statistical Categories*
-Copy stat cats appear in the _Copy Editor_, also known as the _Edit Item Attributes_ screen. You might use copy stat cats to track books you have bought from a specific vendor, or donations.
+Copy stat cats appear in the _Holdings Editor_. You might use copy stat cats to track books you have bought from a specific vendor, or donations.
An example of the _Create a new statistical category_ controls for copies:
@@ -25,15 +25,21 @@ Some sample copy stat cats:
image::media/lsa-statcat-2.png[Sample copy stat cats]
-To add an entry, select _Add_. To edit an entry, select the entry you wish to edit from the drop-down list for the category.
+To add an entry, select _Add_. Due to a known bug, individual entries for stat cats cannot be edited in the web client.
-This is how the copy stat cats appear in the _Copy Editor_:
+Stat cats can be edited or deleted by clicking on _Edit_.
-image::media/lsa-statcat-3.png[Stat cats in Copy Editor]
+This is how the copy stat cats appear in the _Holdings Editor_:
+
+image::media/lsa-statcat-3.png[Stat cats in Holdings Editor]
+
+You can use the _Filter by Library_ selector to display copy stat cats owned by a particular library:
+
+image::media/lsa-statcat-3a.png[Stat cat library selector]
*Patron Statistical Categories*
-Patron stat cats can be used to keep track of information such as the high school a patron attends, or the home library for a consortium patron, e.g. Interlink, or patron preferences. They appear in the fifth section of the _Patron Registration_ or _Edit Patron_ screen.
+Patron stat cats can be used to keep track of information such as a patron's school affiliation, membership in a group like the Friends of the Library, or patron preferences. They appear in the fourth section of the _Patron Registration_ or _Edit Patron_ screen, under the label _Statistical Categories_.
An example of the _Create a new statistical category_ controls for patrons:
@@ -61,9 +67,9 @@ To add an entry, click on _Add_ in the category row under the _Add Entry_ column
image::media/lsa-statcat-6.png[Add patron category entry]
-To edit an entry, select the entry you wish to edit from the drop-down list for the category:
+Stat cats can be edited or deleted by clicking on _Edit_.
-image::media/lsa-statcat-7.png[Edit patron category entry]
+Due to a known bug, individual entries for stat cats cannot be edited in the web client.
An *organizational unit* (consortium, library system branch library, sub library, etc.) may create their own categories and entries, or supplement categories defined by a higher-level org unit with their own entries.
@@ -77,3 +83,6 @@ This is how patron stat cats appear in the patron registration/edit screen:
image::media/lsa-statcat-8.png[Patron stat cats in registration screen]
+The yellow highlight denotes a stat cat that is required, and you will not be allowed to save or create a patron unless a value is entered.
+
+To remove a stat cat value, select the text in the right-hand box and use your keyboard's backspace or delete key.
diff --git a/docs/media/lsa-statcat-2.png b/docs/media/lsa-statcat-2.png
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Summary of changes:
docs/admin/lsa-statcat.adoc | 23 ++++++++++++++++-------
docs/media/lsa-statcat-2.png | Bin 31932 -> 25417 bytes
docs/media/lsa-statcat-3.png | Bin 41151 -> 32006 bytes
docs/media/lsa-statcat-3a.png | Bin 0 -> 18964 bytes
docs/media/lsa-statcat-5.png | Bin 47503 -> 35835 bytes
docs/media/lsa-statcat-6.png | Bin 18218 -> 22041 bytes
docs/media/lsa-statcat-8.png | Bin 5358 -> 10889 bytes
7 files changed, 16 insertions(+), 7 deletions(-)
create mode 100644 docs/media/lsa-statcat-3a.png
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