docs/LocalAdmin.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2
   3  <chapter xmlns='http://docbook.org/ns/docbook'
   4  xml:id="sample_chapter" version="5.0"
   5
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  11          xmlns:ns3="http://www.w3.org/1999/xhtml"
  12          xmlns:ns="http://docbook.org/ns/docbook" >
  13
  14
  15 <!-- <chapter xmlns='http://docbook.org/ns/docbook'
  16  xml:id="sample_chapter" version="5.0"> -->
  17 <!-- The following declarations have been removed from the <chapter> tag:
  18                 scratch pad for swapping namespace xmlns declarations in and out to debug warning
  19                 ("cannot add @xml.base to node set root element. Relative paths may not work.)
  20
  21
  22 -->
  23
  24   <title>Administration</title>
  25
  26   <para>This chapter describes administrative features on the staff
  27     client. They include:</para>
  28
  29       <orderedlist>
  30       <listitem>
  31         <para>Operator Change</para>
  32       </listitem>
  33
  34       <listitem>
  35         <para>Offline Transaction Management</para>
  36       </listitem>
  37
  38       <listitem>
  39         <para>Download Offline Patron List</para>
  40                 <!--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"-->
  41       </listitem>
  42
  43       <listitem>
  44                 <para>Local System Administration</para>
  45
  46 <!-- Need to find the correct syntax for <link>. Cf. Library Configuration in the Local System Admin.
  47
  48         <para><link linkend="local_system_admin">Local System Administration</link></para>
  49 -->
  50       </listitem>
  51
  52       <listitem>
  53         <para>Server Settings</para>
  54       </listitem>
  55
  56       <listitem>
  57         <para>User Permission Editor</para>
  58       </listitem>
  59
  60       <listitem>
  61         <para>Receipt Template Editor</para>
  62       </listitem>
  63
  64       <listitem>
  65         <para>Survey Wizard</para>
  66       </listitem>
  67
  68         <listitem>
  69         <para>For developers (-)...</para>
  70       </listitem>
  71     </orderedlist>
  72
  73
  74                                                                                                         <!-- Local System Administration -->
  75
  76   <section>
  77     <title>Local System Administration</title>
  78
  79     <para>The following administrative functions are available:</para>
  80
  81     <orderedlist>
  82       <listitem>
  83         <para>Workstation Configuration</para>
  84       </listitem>
  85
  86       <listitem>
  87         <para><link linkend="library_settings">Library
  88         Configuration</link></para>
  89       </listitem>
  90
  91       <listitem>
  92         <para>Maintenance Reports</para>
  93       </listitem>
  94     </orderedlist>
  95
  96     <section xml:id="library_configuration">
  97       <title>Library Configuration</title>
  98
  99       <para>The following configuration editors are available:</para>
 100
 101       <orderedlist>
 102         <listitem>
 103           <para>Closed Dates Editor</para>
 104         </listitem>
 105
 106         <listitem>
 107           <para>Copy Locations Editor</para>
 108         </listitem>
 109
 110         <listitem>
 111           <para>Library Settings Editor</para>
 112                 </listitem>
 113
 114         <listitem>
 115           <para>Non-cataloged Types Editor</para>
 116         </listitem>
 117
 118         <listitem>
 119           <para>Statistical Categories Editor</para>
 120         </listitem>
 121
 122            </orderedlist>
 123
 124
 125            <section xml:id="closed_dates">
 126                 <title>Closed Dates</title>
 127                 <para></para>
 128            </section>
 129
 130            <section xml:id="copy_locations">
 131                 <title>Copy Locations</title>
 132                 <para></para>
 133            </section>
 134
 135                                                                                                         <!-- Library Settings -->
 136
 137            <section xml:id="library_settings">
 138                 <title>Library Settings</title>
 139
 140
 141
 142 <!-- Alert on Empty Bib Records -->
 143
 144                         <section xml:id="alert_empty_bib_records">
 145                                 <title>Alert on Empty Bib Records</title>
 146
 147                                 <section xml:id="alert_empty_bib_records_concept">
 148                                   <title>Introduction to Alert on Empty Bib Records</title>
 149
 150                                   <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>
 151
 152 <!--    "last copy for a record" is coming from the GUI, but should it be "last copy of a record???"
 153 -->
 154
 155                                 </section>
 156
 157                                 <section xml:id="alert_empty_bib_records_task">
 158                                   <title>Changing the status of Alert on Empty Bib Records</title>
 159
 160                                   <para>To change the status of Alert on Empty Bib Records, do the following:</para>
 161
 162                                   <orderedlist>
 163                                         <listitem>
 164                                           <para>On the Local System Administration screen, click the <guilabel>Library Settings Editor</guilabel> link, which opens the Organization Unit Settings screen.</para>
 165 <!--
 166                                           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???
 167 -->
 168                                         </listitem>
 169
 170                                         <listitem>
 171                                           <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>
 172
 173 <!--
 174                                           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???
 175 -->
 176
 177                                         </listitem>
 178
 179
 180                                         <listitem>
 181                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Alert on Empty Bib Records</guilabel> setting.</para>
 182                                         </listitem>
 183
 184                                         <listitem>
 185                                           <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>
 186                                         </listitem>
 187
 188 <!--
 189                                 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???
 190
 191 -->
 192                                         <listitem>
 193                                           <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>
 194                                         </listitem>
 195
 196                                         <listitem>
 197                                           <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>
 198                                         </listitem>
 199
 200                                         <listitem>
 201                                           <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>
 202                                          </listitem>
 203
 204                                         <listitem>
 205                                           <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>
 206                                         </listitem>
 207
 208
 209                                   </orderedlist>
 210
 211                                   <example>
 212                                   <title>Example of Alert on Empty Bib Records</title>
 213
 214                                         <para>To change Value to
 215                                           False, in the <guimenu>Value</guimenu> box, select <userinput>False</userinput>.</para>
 216
 217                                         <para>To view the change, click the <guibutton>Update Setting</guibutton> button.</para>
 218                                    </example>
 219
 220                                 </section>
 221
 222                                 <section xml:id="alert_empty_bib_records__ref">
 223                                   <title>References for the Alert on Empty Bib Records</title>
 224
 225                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 226         <!--
 227                                   <itemizedlist>
 228                                         <listitem>
 229                                           <para><link linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
 230                                         </listitem>
 231
 232                                   </itemizedlist>
 233         -->
 234                                 </section>
 235
 236                         </section>
 237
 238
 239 <!-- Credit Card Payments -->
 240
 241                         <section xml:id="credit_card_payments">
 242                                 <title>Allow Credit Card Payments</title>
 243
 244                                 <section xml:id="credit_card_payments_concept">
 245                                   <title>Introduction to Allow Credit Card Payments</title>
 246
 247                                   <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
 248                                   Administration</guimenu> menu.</para>
 249                                 </section>
 250
 251                                 <section xml:id="credit_card_payments_task">
 252                                   <title>Allow Credit Card Payments</title>
 253
 254                                   <para>To allow credit card payments, do the following:</para>
 255
 256                                   <orderedlist>
 257                                         <listitem>
 258                                           <para>On the Local System Administration screen, click the
 259                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 260                                         </listitem>
 261
 262                                         <listitem>
 263                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Allow Credit Card Payments</guilabel> setting.</para>
 264                                         </listitem>
 265
 266                                         <listitem>
 267                                           <para>In the Edit Setting pop-up window, select a location from the
 268                                           <guimenu>Context</guimenu> box.</para>
 269                                         </listitem>
 270
 271                                         <listitem>
 272                                           <para>In the <guilabel>Value</guilabel> box, select a value.</para>
 273
 274                                         </listitem>
 275                                   </orderedlist>
 276
 277                                   <example>
 278                                   <title>Example of Allow Credit Card Payments</title>
 279
 280                                           <para>To change the credit card payment status to
 281                                           false, select <userinput>False</userinput> from the
 282                                           <guilabel>Value</guilabel> list.</para>
 283                                   </example>
 284
 285                                 </section>
 286
 287                                 <section xml:id="credit_card_payments_ref">
 288                                   <title>References for Credit Card Payments</title>
 289
 290                                           <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 291
 292                                 </section>
 293
 294
 295                         </section>
 296
 297
 298
 299 <!-- Change Reshelving Status Interval -->
 300
 301                         <section xml:id="reshelving">
 302                                 <title>Change Reshelving Status Interval</title>
 303
 304                                 <section xml:id="reshelving_concept">
 305                                   <title>Introduction to Change Reshelving Status Interval</title>
 306
 307                                         <para>What kind of preamble do we need here???</para>
 308
 309                                 </section>
 310 <!--
 311                                 <section xml:id="reshelving_task">
 312                                   <title>Change Reshelving Status Interval</title>
 313
 314                                   <para>To change the reshelving status interval, the following fields are available:</para>
 315                                         <segmentedlist>
 316                                         <title>Fields in the Edit Setting pop-up window</title>
 317                                         <?dbhtml list-presentation="table"?>
 318                                         <segtitle>Context</segtitle>
 319                                         <segtitle>Value</segtitle>
 320                                         <seglistitem><seg>System</seg><seg>Status (True or False)</seg></seglistitem>
 321                                         <seglistitem><seg>Branch</seg><seg>Status (True or False)</seg></seglistitem>
 322                                         </segmentedlist>
 323                                   </para>
 324                                  </section>
 325 -->
 326                                  <section xml:id="change_reshelving_status_interval_task">
 327                                   <title>Change Reshelving Status Interval</title>
 328
 329                                   <para>To change the reshelving status interval, do the following:</para>
 330
 331                                   <orderedlist>
 332                                         <listitem>
 333                                           <para>On the Local System Administration screen, click the
 334                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 335                                         </listitem>
 336
 337                                         <listitem>
 338                                           <para>On the Organization Unit Settings screen, find the setting <guilabel>Change reshelving status
 339                                           interval</guilabel>, and click
 340                                           <guibutton>Edit</guibutton>.</para>
 341                                         </listitem>
 342
 343                                         <listitem>
 344                                           <para>In the Edit Setting pop-up window, select a location from the
 345                                           <guimenu>Context</guimenu> box.</para>
 346                                         </listitem>
 347
 348                                         <listitem>
 349                                           <para>In the <guilabel>Value</guilabel> box, enter a value in
 350                                           seconds, hours, or days. The value cannot be zero; however, a value of 1 second is valid.</para>
 351         <!--
 352                  What are the default units when none are entered with the value???
 353         -->
 354                                         </listitem>
 355
 356                                         <listitem>
 357                                           <para>Click the <guibutton>Update Setting</guibutton> button.</para>
 358                                         </listitem>
 359
 360                                         <listitem>
 361                                           <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>
 362                                          </listitem>
 363
 364                                         <listitem>
 365                                           <para>To delete both Context and Value for the reshelving status interval, click on <guibutton>Delete Setting</guibutton>.</para>
 366                                         </listitem>
 367
 368                                   </orderedlist>
 369
 370                                   <example>
 371                                   <title>Example of Change Reshelving Status Interval</title>
 372
 373                                           <para>For example, to change the reshelving status interval to
 374                                           four hours, enter <userinput>4 hours</userinput> in the
 375                                           <guilabel>Value</guilabel> box.</para>
 376                                   </example>
 377
 378                                 </section>
 379
 380                                 <section xml:id="reshelving_ref">
 381                                   <title>References for Change Reshelving Status Interval</title>
 382
 383                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 384
 385         <!--
 386                                   <itemizedlist>
 387                                         <listitem>
 388                                           <para><link linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
 389
 390
 391                                          <xref xlink:href="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list"/>
 392
 393                                         </listitem>
 394                                   </itemizedlist>
 395         -->
 396
 397                                 </section>
 398
 399                                  <section>
 400                                         <title>Notes for Change Reshelving Status Interval</title>
 401
 402                                     <note>
 403                                           <para>The reshelving status interval is not inherited from the
 404                                   parent organizational unit at run time. The default value is 24
 405                                   hours??? and can be changed through the <guimenu>Local System
 406                                   Administration</guimenu> menu.</para>
 407
 408                                         <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>
 409
 410                                    </note>
 411                                 </section>
 412
 413                         </section>
 414
 415
 416
 417
 418                         <section xml:id="default_item_price">
 419                                 <title>Default Item Price</title>
 420                                 <para></para>
 421                         </section>
 422
 423                         <section xml:id="default_locale">
 424                                 <title>Default Locale</title>
 425                                 <para></para>
 426                         </section>
 427
 428                         <section xml:id="no_auto_deletion_empty_bib_records">
 429                                 <title>Do not Automatically Delete Empty Bib Records</title>
 430                                 <para></para>
 431                         </section>
 432
 433                         <section xml:id="holds_expire_alert_interval">
 434                                 <title>Holds: Expire Alert Interval</title>
 435                                 <para></para>
 436                         </section>
 437
 438                         <section xml:id="holds_expire_interval">
 439                                 <title>Holds: Expire Interval</title>
 440                                 <para></para>
 441                         </section>
 442
 443                         <section xml:id="holds_hard">
 444                                 <title>Holds: Hard Boundary</title>
 445                                 <para></para>
 446                         </section>
 447
 448                         <section xml:id="holds_soft">
 449                                 <title>Holds: Soft Boundary</title>
 450                                 <para></para>
 451                         </section>
 452
 453                         <section xml:id="lost_materials_proc_fee">
 454                                 <title>Lost Materials Processing Fee</title>
 455                                 <para></para>
 456                         </section>
 457
 458                         <section xml:id="max_prev_checkouts">
 459                                 <title>Maximum Previous Checkouts Displayed</title>
 460                                 <para></para>
 461                         </section>
 462
 463                         <section xml:id="OPAC_inactivity_timeout">
 464                                 <title>OPAC Inactivity Timeout</title>
 465                                 <para></para>
 466                         </section>
 467
 468                         <section xml:id="patron_barcode">
 469                                 <title>Patron Barcode Format</title>
 470                                 <para></para>
 471                         </section>
 472
 473                         <section xml:id="patron_login">
 474                                 <title>Selfcheck: Patron Login Timeout (in seconds)</title>
 475                                 <para></para>
 476                         </section>
 477
 478                         <section xml:id="pop_up_alert">
 479                                 <title>Selfcheck: Pop-up Alert for Errors</title>
 480                                 <para></para>
 481                         </section>
 482
 483                         <section xml:id="patron_password">
 484                                 <title>Selfcheck: Require Patron Password</title>
 485                                 <para></para>
 486                         </section>
 487
 488                         <section xml:id="email_addr_for_patron_notices">
 489                                 <title>Sending Email Address for Patron Notices</title>
 490                                 <para></para>
 491                         </section>
 492
 493                         <section xml:id="staff_login_inactivity_timeout">
 494                                 <title>Staff Login Inactivity Timeout (in seconds)</title>
 495                                 <para></para>
 496                         </section>
 497
 498                         <section xml:id="void_overdue_fines">
 499                                 <title>Void Overdue Fines When Items are Marked Lost</title>
 500                                 <para></para>
 501                         </section>
 502
 503       </section>
 504     </section>
 505   </section>
 506 </chapter>