docs/LocalAdmin.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2
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   4
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  10          xmlns:ns3="http://www.w3.org/1999/xhtml"
  11           >
  12
  13
  14
  15   <title>Local Administration</title>
  16
  17 <author><personname><firstname>Betty</firstname><surname>Ing</surname></personname></author>
  18
  19
  20   <para>This chapter describes administrative features on the staff
  21     client. They include:</para>
  22
  23       <orderedlist>
  24       <listitem>
  25         <para>Operator Change</para>
  26       </listitem>
  27
  28       <listitem>
  29         <para>Offline Transaction Management</para>
  30       </listitem>
  31
  32       <listitem>
  33         <para>Download Offline Patron List</para>
  34                 <!--Why is there a download command among editing features? It is generating an Alert in a pop-up window with the following message: "There was a problem with the download. The server returned a status of 404:Not Found"-->
  35       </listitem>
  36
  37       <listitem>
  38                 <para>Local System Administration</para>
  39
  40 <!-- Need to find the correct syntax for <link>. Cf. Library Configuration in the Local System Admin.
  41
  42         <para><link linkend="local_system_admin">Local System Administration</link></para>
  43 -->
  44       </listitem>
  45
  46       <listitem>
  47         <para>Server Settings</para>
  48       </listitem>
  49
  50       <listitem>
  51         <para>User Permission Editor</para>
  52       </listitem>
  53
  54       <listitem>
  55         <para>Receipt Template Editor</para>
  56       </listitem>
  57
  58       <listitem>
  59         <para>Survey Wizard</para>
  60       </listitem>
  61
  62         <listitem>
  63         <para>For developers (-)...</para>
  64       </listitem>
  65     </orderedlist>
  66
  67
  68                                                                                                         <!-- Local System Administration -->
  69
  70   <section>
  71     <title>Local System Administration</title>
  72
  73     <para>The following administrative functions are available:</para>
  74
  75     <orderedlist>
  76       <listitem>
  77         <para>Workstation Configuration</para>
  78       </listitem>
  79
  80       <listitem>
  81         <para><link linkend="library_settings">Library
  82         Configuration</link></para>
  83       </listitem>
  84
  85       <listitem>
  86         <para>Maintenance Reports</para>
  87       </listitem>
  88     </orderedlist>
  89
  90     <section xml:id="library_configuration">
  91       <title>Library Configuration</title>
  92
  93       <para>The following configuration editors are available:</para>
  94
  95       <orderedlist>
  96         <listitem>
  97           <para>Closed Dates Editor</para>
  98         </listitem>
  99
 100         <listitem>
 101           <para>Copy Locations Editor</para>
 102         </listitem>
 103
 104         <listitem>
 105           <para>Library Settings Editor</para>
 106                 </listitem>
 107
 108         <listitem>
 109           <para>Non-cataloged Types Editor</para>
 110         </listitem>
 111
 112         <listitem>
 113           <para>Statistical Categories Editor</para>
 114         </listitem>
 115
 116            </orderedlist>
 117
 118
 119            <section xml:id="closed_dates">
 120                 <title>Closed Dates</title>
 121                 <para></para>
 122            </section>
 123
 124            <section xml:id="copy_locations">
 125                 <title>Copy Locations</title>
 126                 <para></para>
 127            </section>
 128
 129                                                                                                         <!-- Library Settings -->
 130
 131            <section xml:id="library_settings">
 132                 <title>Library Settings</title>
 133
 134
 135
 136 <!-- Alert on Empty Bib Records -->
 137
 138                         <section xml:id="alert_empty_bib_records">
 139                                 <title>Alert on Empty Bib Records</title>
 140
 141                                 <section xml:id="alert_empty_bib_records_concept">
 142                                   <title>Introduction to Alert on Empty Bib Records</title>
 143
 144                                   <para>This setting is used to alert staff when the last copy for a record is being deleted. The setting consists of two fields: Context and Value. The Context field refers to either all the branches of a system or a specific branch within a system, with a default of??? The Value field refers to the status of Alert on Empty Bib Records, which can be either True or False, with a default of??? </para>
 145
 146 <!--    "last copy for a record" is coming from the GUI, but should it be "last copy of a record???"
 147 -->
 148
 149                                 </section>
 150
 151                                 <section xml:id="alert_empty_bib_records_task">
 152                                   <title>Changing the status of Alert on Empty Bib Records</title>
 153
 154                                   <para>To change the status of Alert on Empty Bib Records, do the following:</para>
 155
 156                                   <orderedlist>
 157                                         <listitem>
 158                                           <para>On the Local System Administration screen, click the <guilabel>Library Settings Editor</guilabel> link, which opens the Organization Unit Settings screen.</para>
 159 <!--
 160                                           Are we keeping these link and screen names??? Will there be any confusion for library staff who might be expecting a Library Settings screen, rather than the Organization Unit Setting screen, which is more accurate from the developer's point of view???
 161 -->
 162                                         </listitem>
 163
 164                                         <listitem>
 165                                           <para>On the Organization Unit Settings screen, click the <guibutton>Context Location</guibutton> arrow to see more options. In the Context Location box, select a location.</para>
 166
 167 <!--
 168                                           Is this the location that will be passed to all the Organization Unit settings??? If so, why is there still a drop-down combo box for Context selection???
 169 -->
 170
 171                                         </listitem>
 172
 173
 174                                         <listitem>
 175                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Alert on Empty Bib Records</guilabel> setting.</para>
 176                                         </listitem>
 177
 178                                         <listitem>
 179                                           <para>In the Edit Setting pop-up window, click the <guimenu>Context</guimenu> arrow for more options. In the Context box, select a location.</para>
 180                                         </listitem>
 181
 182 <!--
 183                                 What is the effect of te Context Location not being inherited from the parent org unit at run time??? Does this mean that the user is free to select any location and change the corresponding Value??? As a test, I tried changing the Context in the Edit Setting pop-up window for Alert on Empty Bib Records, and I was not able to see the new Value after clicking the Update Setting button.  Why???
 184
 185 -->
 186                                         <listitem>
 187                                           <para>In the Edit Setting pop-up window, click the <guilabel>Value</guilabel> arrow for more options. In the Value box, select a status.</para>
 188                                         </listitem>
 189
 190                                         <listitem>
 191                                           <para>To view the new data for Context and Value, in the Edit Setting pop-up window, click the <guibutton>Update Setting</guibutton> button.</para>
 192                                         </listitem>
 193
 194                                         <listitem>
 195                                           <para>On the Organization Unit Settings screen, on the Alert on Empty Bib Records row, you see the current selected location under the Context column and the current selected status under the Value column.</para>
 196                                          </listitem>
 197
 198                                         <listitem>
 199                                           <para>To delete the data for both Context and Value on the Alert on Empty Bib Records row, click the <guibutton>Delete Setting</guibutton> button.</para>
 200                                         </listitem>
 201
 202
 203                                   </orderedlist>
 204
 205                                   <example>
 206                                   <title>Example of Alert on Empty Bib Records</title>
 207
 208                                         <para>To change Value to
 209                                           False, in the <guimenu>Value</guimenu> box, select <userinput>False</userinput>.</para>
 210
 211                                         <para>To view the change, click the <guibutton>Update Setting</guibutton> button.</para>
 212                                    </example>
 213
 214                                 </section>
 215
 216                                 <section xml:id="alert_empty_bib_records__ref">
 217                                   <title>References for the Alert on Empty Bib Records</title>
 218
 219                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 220         <!--
 221                                   <itemizedlist>
 222                                         <listitem>
 223
 224 <para>
 225
 226 <!-- kgs modified link per http://www.sagehill.net/docbookxsl/Db5Tools.html -->
 227
 228 <link xlink:href="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list">User Permissions in Evergreen</link>
 229
 230 </para>
 231
 232                                         </listitem>
 233
 234                                   </itemizedlist>
 235         -->
 236                                 </section>
 237
 238                         </section>
 239
 240
 241 <!-- Credit Card Payments -->
 242
 243                         <section xml:id="credit_card_payments">
 244                                 <title>Allow Credit Card Payments</title>
 245
 246                                 <section xml:id="credit_card_payments_concept">
 247                                   <title>Introduction to Allow Credit Card Payments</title>
 248
 249                                   <para>If enabled, patrons will be able to pay fines accrued at this location via credit card. The default value is True??? It can be changed through the <guimenu>Local System
 250                                   Administration</guimenu> menu.</para>
 251                                 </section>
 252
 253                                 <section xml:id="credit_card_payments_task">
 254                                   <title>Allow Credit Card Payments</title>
 255
 256                                   <para>To allow credit card payments, do the following:</para>
 257
 258                                   <orderedlist>
 259                                         <listitem>
 260                                           <para>On the Local System Administration screen, click the
 261                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 262                                         </listitem>
 263
 264                                         <listitem>
 265                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Allow Credit Card Payments</guilabel> setting.</para>
 266                                         </listitem>
 267
 268                                         <listitem>
 269                                           <para>In the Edit Setting pop-up window, select a location from the
 270                                           <guimenu>Context</guimenu> box.</para>
 271                                         </listitem>
 272
 273                                         <listitem>
 274                                           <para>In the <guilabel>Value</guilabel> box, select a value.</para>
 275
 276                                         </listitem>
 277                                   </orderedlist>
 278
 279                                   <example>
 280                                   <title>Example of Allow Credit Card Payments</title>
 281
 282                                           <para>To change the credit card payment status to
 283                                           false, select <userinput>False</userinput> from the
 284                                           <guilabel>Value</guilabel> list.</para>
 285                                   </example>
 286
 287                                 </section>
 288
 289                                 <section xml:id="credit_card_payments_ref">
 290                                   <title>References for Credit Card Payments</title>
 291
 292                                           <para>
 293
 294 <ulink url="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list">
 295 User Permissions in Evergreen</ulink></para>
 296
 297                                 </section>
 298
 299
 300                         </section>
 301
 302
 303
 304 <!-- Change Reshelving Status Interval -->
 305
 306                         <section xml:id="reshelving">
 307                                 <title>Change Reshelving Status Interval</title>
 308
 309                                 <section xml:id="reshelving_concept">
 310                                   <title>Introduction to Change Reshelving Status Interval</title>
 311
 312                                         <para>What kind of preamble do we need here???</para>
 313
 314                                 </section>
 315 <!--
 316                                 <section xml:id="reshelving_task">
 317                                   <title>Change Reshelving Status Interval</title>
 318
 319                                   <para>To change the reshelving status interval, the following fields are available:</para>
 320                                         <segmentedlist>
 321                                         <title>Fields in the Edit Setting pop-up window</title>
 322                                         <?dbhtml list-presentation="table"?>
 323                                         <segtitle>Context</segtitle>
 324                                         <segtitle>Value</segtitle>
 325                                         <seglistitem><seg>System</seg><seg>Status (True or False)</seg></seglistitem>
 326                                         <seglistitem><seg>Branch</seg><seg>Status (True or False)</seg></seglistitem>
 327                                         </segmentedlist>
 328                                   </para>
 329                                  </section>
 330 -->
 331                                  <section xml:id="change_reshelving_status_interval_task">
 332                                   <title>Change Reshelving Status Interval</title>
 333
 334                                   <para>To change the reshelving status interval, do the following:</para>
 335
 336                                   <orderedlist>
 337                                         <listitem>
 338                                           <para>On the Local System Administration screen, click the
 339                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 340                                         </listitem>
 341
 342                                         <listitem>
 343                                           <para>On the Organization Unit Settings screen, find the setting <guilabel>Change reshelving status
 344                                           interval</guilabel>, and click
 345                                           <guibutton>Edit</guibutton>.</para>
 346                                         </listitem>
 347
 348                                         <listitem>
 349                                           <para>In the Edit Setting pop-up window, select a location from the
 350                                           <guimenu>Context</guimenu> box.</para>
 351                                         </listitem>
 352
 353                                         <listitem>
 354                                           <para>In the <guilabel>Value</guilabel> box, enter a value in
 355                                           seconds, hours, or days. The value cannot be zero; however, a value of 1 second is valid.</para>
 356         <!--
 357                  What are the default units when none are entered with the value???
 358         -->
 359                                         </listitem>
 360
 361                                         <listitem>
 362                                           <para>Click the <guibutton>Update Setting</guibutton> button.</para>
 363                                         </listitem>
 364
 365                                         <listitem>
 366                                           <para>On the Organization Unit Settings screen, you can see the selected organization unit under the Context column and the reshelving status interval  under the Value column.</para>
 367                                          </listitem>
 368
 369                                         <listitem>
 370                                           <para>To delete both Context and Value for the reshelving status interval, click on <guibutton>Delete Setting</guibutton>.</para>
 371                                         </listitem>
 372
 373                                   </orderedlist>
 374
 375                                   <example>
 376                                   <title>Example of Change Reshelving Status Interval</title>
 377
 378                                           <para>For example, to change the reshelving status interval to
 379                                           four hours, enter <userinput>4 hours</userinput> in the
 380                                           <guilabel>Value</guilabel> box.</para>
 381                                   </example>
 382
 383                                 </section>
 384
 385                                 <section xml:id="reshelving_ref">
 386                                   <title>References for Change Reshelving Status Interval</title>
 387
 388                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 389
 390         <!--
 391                                   <itemizedlist>
 392                                         <listitem>
 393                                           <para><link linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
 394
 395
 396                                          <xref xlink:href="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list"/>
 397
 398                                         </listitem>
 399                                   </itemizedlist>
 400         -->
 401
 402                                 </section>
 403
 404                                  <section>
 405                                         <title>Notes for Change Reshelving Status Interval</title>
 406
 407                                     <note>
 408                                           <para>The reshelving status interval is not inherited from the
 409                                   parent organizational unit at run time. The default value is 24
 410                                   hours??? and can be changed through the <guimenu>Local System
 411                                   Administration</guimenu> menu.</para>
 412
 413                                         <para>  Permissions for organization unit settings are not automatically created at install time, which means the permission will have to be created before it can be applied.</para>
 414
 415                                    </note>
 416                                 </section>
 417
 418                         </section>
 419
 420
 421
 422
 423                         <section xml:id="default_item_price">
 424                                 <title>Default Item Price</title>
 425                                 <para></para>
 426                         </section>
 427
 428                         <section xml:id="default_locale">
 429                                 <title>Default Locale</title>
 430                                 <para></para>
 431                         </section>
 432
 433                         <section xml:id="no_auto_deletion_empty_bib_records">
 434                                 <title>Do not Automatically Delete Empty Bib Records</title>
 435                                 <para></para>
 436                         </section>
 437
 438                         <section xml:id="holds_expire_alert_interval">
 439                                 <title>Holds: Expire Alert Interval</title>
 440                                 <para></para>
 441                         </section>
 442
 443                         <section xml:id="holds_expire_interval">
 444                                 <title>Holds: Expire Interval</title>
 445                                 <para></para>
 446                         </section>
 447
 448                         <section xml:id="holds_hard">
 449                                 <title>Holds: Hard Boundary</title>
 450                                 <para></para>
 451                         </section>
 452
 453                         <section xml:id="holds_soft">
 454                                 <title>Holds: Soft Boundary</title>
 455                                 <para></para>
 456                         </section>
 457
 458                         <section xml:id="lost_materials_proc_fee">
 459                                 <title>Lost Materials Processing Fee</title>
 460                                 <para></para>
 461                         </section>
 462
 463                         <section xml:id="max_prev_checkouts">
 464                                 <title>Maximum Previous Checkouts Displayed</title>
 465                                 <para></para>
 466                         </section>
 467
 468                         <section xml:id="OPAC_inactivity_timeout">
 469                                 <title>OPAC Inactivity Timeout</title>
 470                                 <para></para>
 471                         </section>
 472
 473                         <section xml:id="patron_barcode">
 474                                 <title>Patron Barcode Format</title>
 475                                 <para></para>
 476                         </section>
 477
 478                         <section xml:id="patron_login">
 479                                 <title>Selfcheck: Patron Login Timeout (in seconds)</title>
 480                                 <para></para>
 481                         </section>
 482
 483                         <section xml:id="pop_up_alert">
 484                                 <title>Selfcheck: Pop-up Alert for Errors</title>
 485                                 <para></para>
 486                         </section>
 487
 488                         <section xml:id="patron_password">
 489                                 <title>Selfcheck: Require Patron Password</title>
 490                                 <para></para>
 491                         </section>
 492
 493                         <section xml:id="email_addr_for_patron_notices">
 494                                 <title>Sending Email Address for Patron Notices</title>
 495                                 <para></para>
 496                         </section>
 497
 498                         <section xml:id="staff_login_inactivity_timeout">
 499                                 <title>Staff Login Inactivity Timeout (in seconds)</title>
 500                                 <para></para>
 501                         </section>
 502
 503                         <section xml:id="void_overdue_fines">
 504                                 <title>Void Overdue Fines When Items are Marked Lost</title>
 505                                 <para></para>
 506                         </section>
 507
 508       </section>
 509     </section>
 510   </section>
 511 </chapter>