[OPEN-ILS-DOCUMENTATION] 2.2 documentation

[Tim Spindler]

I started to look at this more closely.  Attached is my first attempt at an
ascii doc and it doesn't include the header because I wasn't exactly sure
what to do with it.  But the content is a proposed rewording for the the
Serials Documenation at the beginning.

I also proposed an outline for the serials documentation on Robert
Soulliere's page (
http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-docs_2.2:outline).
 I did not include the tutorial because I was thinking of reworking some of
this doing a step by step screen shot of the the alternative serials
control view and the serials control view.

However, I wanted others thoughts before moving forward.

-- 

Tim Spindler

Manager of Library Applications

tspindler at cwmars.org

508-755-3323 x20


C/W MARS, Inc.

67 Millbrook St, Suite 201

Worcester, MA 01606
http://www.cwmars.org



*P**   Go Green - **Save a tree! Please don't print this e-mail unless it's
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Serials
------------

This documentation is intended for users who will be ordering subscriptions, distributing issues, and receiving issues in Evergreen.

Serial Control View vs. Alternate Serial Control View 
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Serial Control View and Alternate Serial Control View offer you two views of Serials. Both views enable you to create subscriptions, add distributions, define captions, predict future issues, and receive items. Serial Control View was designed for users who work with a smaller number of issues and was designed to accommodate workflows in academic and special libraries. Alternate Serial Control View was designed for users who receive a larger number of issues and was designed for use in public libraries.

The views are interoperable, but because the views were designed for different purposes, some differences emerge. For example, Serial Control View enables you to create and edit serials in a single tabbed interface while Alternate Serial Control View leads you through a series of steps on multiple screens. In addition, receiving functions vary between views. Both receiving interfaces enable you to batch receive issues. However, the Serials Batch Receive interface, which is associated with Alternate Serial Control View, allows for more customization of each receiving unit while the Items tab in Serial Control View allows for greater flexibility in creating multi-issue units, such as in binding serials.

MFHD Records
~~~~~~~~~~~~

MARC Format for Holdings Display (MFHD) display in the PAC in addition to holding statements generated by Evergreen from subscriptions created in the Serials Control View or the Alternate Serials Control View.  The MFHDs are editable as MARC but the holdings statements generated from the control view are system generated. Multiple MFHDs can be created and are tied to Organizational Units.