[OPEN-ILS-DOCUMENTATION] 2.2 documentation

[Tim Spindler]

I did a little more editing on the introduction.  I think its accurate I
walked through the comparison on our install of 2.2 but it would be worth
having a second set of eyes.

Tim

On Tue, Mar 13, 2012 at 6:53 AM, Sally Fortin <sfortin at esilibrary.com>wrote:

>  Hi Tim,
>
> I really like the outline that you have proposed and the intro that you
> have written for the serials documentation.  I think that the inclusion of
> a table detailing the differences between the two views could be very
> useful to those trying to decide which approach to choose.
>
> Thanks,
> Sally
>
>
> On 3/12/2012 3:58 PM, Tim Spindler wrote:
>
> 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 really necessary.*
>
>
>
>
>
> _______________________________________________
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>
>
>
> --
> Sally Fortin
> Director of Education
> Equinox Software Inc. / Your Library's Guide to Open Source
> Tel:    770-709-5572
> Email:  sfortin at esilibrary.com
> Fax:    1-866-497-6390
>
>
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>


-- 
Tim Spindler
tjspindler at gmail.com

*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.

.Serials Control View and Alternate Serials Control View Comparison
[options="header"]
====================================================================================================
|Function                      |Serials Control View      |Alternate Serials Control View
|Menu Style		               |Menu driven               |Wizard oriented
|Setting Up subscription       |No calendar drop downs    |Includes calendar drop down
|Setting up distributions      |No copy template selection|Requires the selection of a copy template
|Creating streams              |No setup required         |Requires streams
|Creating captions and patterns|Wizard available          |Wizard available
|Adding Starting Issue         |No holdings code wizard   |Includes holdings code wizard
|Generate Predictions          |Make predictions          |Generate predictions
|Add items for special issue   |No functionality          |New items on issuances tab
====================================================================================================


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.