[OPEN-ILS-GENERAL] Patron guides to the OPAC

[McCanna, Terran]

It's on my to-do list to re-do all of our patron help pages this summer, so thank you for the links!


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmccanna at georgialibraries.org 
----- Original Message -----
From: "James Keenan" <jkeenan at cwmars.org>
To: "Evergreen Discussion Group" <open-ils-general at list.georgialibraries.org>
Sent: Friday, June 26, 2015 12:54:49 PM
Subject: Re: [OPEN-ILS-GENERAL] Patron guides to the OPAC

Hi Jennifer,

We've made quite a few patron help documents. You can see them here: http://www.cwmars.org/content/using-online-catalog

Here's a list of everything currently available on http://www.cwmars.org .

Searching the Online Catalog
    The Online Catalog: The Basic Search Screen
    The Online Catalog: Basic Search Tips
    Basic Search Tips cheat sheet (PDF - Right Click to Save)
    All About Basic Search in the Catalog (PDF - Right Click to Save)
    What do I do if there are no results for my search?
    What does "sort by relevance" mean?
    Troubleshooting the "Stay logged in" feature of the catalog

Browsing the Online Catalog
    How to Browse the Catalog
 
Holds
    How to Place Holds
    Suspending, Activating, and Cancelling Holds
    Advanced Hold Options
    Group Formats and Editions

Renewing Materials
    Renewing Materials through the online catalog
 
Your Online Account
    How do I get an Online Account?
    Logging in to Your Account
    Forgot your password?
    The My Account page
    Account Preferences -- Personal Information
    Account Preferences -- Notification Preferences
    Account Preferences -- Search & History
    My Account (PDF document - Right Click to Save)
    What if I can't get into My Account?
    Why Don't I Get Email Notices?

The My Lists Page
    The My Lists Page
    Creating a List
    Seeing Your List in the Catalog
    Setting a Default List
    Adding to an Existing List
    The Temporary List
    Moving Items from a Temporary List
    Actions for Items on Your Lists
    Sorting Items on Your Lists
    Adding a Note to a List Item
    Deleting an item from a list
    Deleting a List
    Downloading a CSV file
    Sharing Your List

SMS Messaging
    Sending yourself a text message from the online catalog

Jim

Jim Keenan
Library Applications Supervisor
jkeenan at cwmars.org
508-755-3323 x23
 
C/W MARS
67 Millbrook St., Suite 201
Worcester, MA 01606

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-----Original Message-----
From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Walz, Jennifer
Sent: Friday, June 26, 2015 11:37 AM
To: Evergreen Discussion Group
Subject: [OPEN-ILS-GENERAL] Patron guides to the OPAC

All -

 Before I try searching the vast web and coming up empty, I was wondering if anyone has created OPAC user guides for  Evergreen for your location?   It would be great to look at some examples before I plunge into creating my own from scratch.     We have one for our former online catalog if you want to see what I am talking about:  https://drive.google.com/file/d/0By-INd8BEwy-S010d3I5Zl9wTU0/view?usp=sharing  

  I'd be grateful if there were others to look at.     Anyone have specific guides for the "my account" feature?   

Thanks so much!

Jennifer
--------------------------------------------------
Jennifer Walz, MLS - Head of Research & Distance Services Kinlaw Library -  Asbury University One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlwalz at asbury.edu