docs/LocalAdmin.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2
   3  <chapter xmlns="http://docbook.org/ns/docbook" version="5.0"
   4
   5            xmlns:xlink="http://www.w3.org/1999/xlink/"
   6          xmlns:xi="http://www.w3.org/2001/XInclude"
   7          xmlns:ns6="http://www.w3.org/1999/xlink"
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   9          xmlns:ns4="http://www.w3.org/1998/Math/MathML"
  10          xmlns:ns3="http://www.w3.org/1999/xhtml"
  11           >
  12
  13
  14
  15   <title>Local Administration</title>
  16
  17 <!-- Betty Ing 030509 -->
  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>
 220
 221 <link xlink:href="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list">User Permissions in Evergreen</link>
 222 </para>
 223         <!--
 224                                   <itemizedlist>
 225                                         <listitem>
 226
 227 <para>
 228  .
 229
 230
 231 </para>
 232
 233                                         </listitem>
 234
 235                                   </itemizedlist>
 236         -->
 237                                 </section>
 238
 239                         </section>
 240
 241
 242 <!-- Credit Card Payments -->
 243
 244                         <section xml:id="credit_card_payments">
 245                                 <title>Allow Credit Card Payments</title>
 246
 247                                 <section xml:id="credit_card_payments_concept">
 248                                   <title>Introduction to Allow Credit Card Payments</title>
 249
 250                                   <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
 251                                   Administration</guimenu> menu.</para>
 252                                 </section>
 253
 254                                 <section xml:id="credit_card_payments_task">
 255                                   <title>Allow Credit Card Payments</title>
 256
 257                                   <para>To allow credit card payments, do the following:</para>
 258
 259                                   <orderedlist>
 260                                         <listitem>
 261                                           <para>On the Local System Administration screen, click the
 262                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 263                                         </listitem>
 264
 265                                         <listitem>
 266                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Allow Credit Card Payments</guilabel> setting.</para>
 267                                         </listitem>
 268
 269                                         <listitem>
 270                                           <para>In the Edit Setting pop-up window, select a location from the
 271                                           <guimenu>Context</guimenu> box.</para>
 272                                         </listitem>
 273
 274                                         <listitem>
 275                                           <para>In the <guilabel>Value</guilabel> box, select a value.</para>
 276
 277                                         </listitem>
 278                                   </orderedlist>
 279
 280                                   <example>
 281                                   <title>Example of Allow Credit Card Payments</title>
 282
 283                                           <para>To change the credit card payment status to
 284                                           false, select <userinput>False</userinput> from the
 285                                           <guilabel>Value</guilabel> list.</para>
 286                                   </example>
 287
 288                                 </section>
 289
 290                                 <section xml:id="credit_card_payments_ref">
 291                                   <title>References for Credit Card Payments</title>
 292
 293                                           <para>
 294
 295 <ulink url="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list">
 296 User Permissions in Evergreen</ulink></para>
 297
 298                                 </section>
 299
 300
 301                         </section>
 302
 303
 304
 305 <!-- Change Reshelving Status Interval -->
 306
 307                         <section xml:id="reshelving">
 308                                 <title>Change Reshelving Status Interval</title>
 309
 310                                 <section xml:id="reshelving_concept">
 311                                   <title>Introduction to Change Reshelving Status Interval</title>
 312
 313                                         <para>What kind of preamble do we need here???</para>
 314
 315                                 </section>
 316 <!--
 317                                 <section xml:id="reshelving_task">
 318                                   <title>Change Reshelving Status Interval</title>
 319
 320                                   <para>To change the reshelving status interval, the following fields are available:</para>
 321                                         <segmentedlist>
 322                                         <title>Fields in the Edit Setting pop-up window</title>
 323                                         <?dbhtml list-presentation="table"?>
 324                                         <segtitle>Context</segtitle>
 325                                         <segtitle>Value</segtitle>
 326                                         <seglistitem><seg>System</seg><seg>Status (True or False)</seg></seglistitem>
 327                                         <seglistitem><seg>Branch</seg><seg>Status (True or False)</seg></seglistitem>
 328                                         </segmentedlist>
 329                                   </para>
 330                                  </section>
 331 -->
 332                                  <section xml:id="change_reshelving_status_interval_task">
 333                                   <title>Change Reshelving Status Interval</title>
 334
 335                                   <para>To change the reshelving status interval, do the following:</para>
 336
 337                                   <orderedlist>
 338                                         <listitem>
 339                                           <para>On the Local System Administration screen, click the
 340                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 341                                         </listitem>
 342
 343                                         <listitem>
 344                                           <para>On the Organization Unit Settings screen, find the setting <guilabel>Change reshelving status
 345                                           interval</guilabel>, and click
 346                                           <guibutton>Edit</guibutton>.</para>
 347                                         </listitem>
 348
 349                                         <listitem>
 350                                           <para>In the Edit Setting pop-up window, select a location from the
 351                                           <guimenu>Context</guimenu> box.</para>
 352                                         </listitem>
 353
 354                                         <listitem>
 355                                           <para>In the <guilabel>Value</guilabel> box, enter a value in
 356                                           seconds, hours, or days. The value cannot be zero; however, a value of 1 second is valid.</para>
 357         <!--
 358                  What are the default units when none are entered with the value???
 359         -->
 360                                         </listitem>
 361
 362                                         <listitem>
 363                                           <para>Click the <guibutton>Update Setting</guibutton> button.</para>
 364                                         </listitem>
 365
 366                                         <listitem>
 367                                           <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>
 368                                          </listitem>
 369
 370                                         <listitem>
 371                                           <para>To delete both Context and Value for the reshelving status interval, click on <guibutton>Delete Setting</guibutton>.</para>
 372                                         </listitem>
 373
 374                                   </orderedlist>
 375
 376                                   <example>
 377                                   <title>Example of Change Reshelving Status Interval</title>
 378
 379                                           <para>For example, to change the reshelving status interval to
 380                                           four hours, enter <userinput>4 hours</userinput> in the
 381                                           <guilabel>Value</guilabel> box.</para>
 382                                   </example>
 383
 384                                 </section>
 385
 386                                 <section xml:id="reshelving_ref">
 387                                   <title>References for Change Reshelving Status Interval</title>
 388
 389                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 390
 391         <!--
 392                                   <itemizedlist>
 393                                         <listitem>
 394                                           <para><link linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
 395
 396
 397                                          <xref xlink:href="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list"/>
 398
 399                                         </listitem>
 400                                   </itemizedlist>
 401         -->
 402
 403                                 </section>
 404
 405                                  <section>
 406                                         <title>Notes for Change Reshelving Status Interval</title>
 407
 408                                     <note>
 409                                           <para>The reshelving status interval is not inherited from the
 410                                   parent organizational unit at run time. The default value is 24
 411                                   hours??? and can be changed through the <guimenu>Local System
 412                                   Administration</guimenu> menu.</para>
 413
 414                                         <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>
 415
 416                                    </note>
 417                                 </section>
 418
 419                         </section>
 420
 421
 422
 423
 424                         <section xml:id="default_item_price">
 425                                 <title>Default Item Price</title>
 426                                 <para></para>
 427                         </section>
 428
 429                         <section xml:id="default_locale">
 430                                 <title>Default Locale</title>
 431                                 <para></para>
 432                         </section>
 433
 434                         <section xml:id="no_auto_deletion_empty_bib_records">
 435                                 <title>Do not Automatically Delete Empty Bib Records</title>
 436                                 <para></para>
 437                         </section>
 438
 439                         <section xml:id="holds_expire_alert_interval">
 440                                 <title>Holds: Expire Alert Interval</title>
 441                                 <para></para>
 442                         </section>
 443
 444                         <section xml:id="holds_expire_interval">
 445                                 <title>Holds: Expire Interval</title>
 446                                 <para></para>
 447                         </section>
 448
 449                         <section xml:id="holds_hard">
 450                                 <title>Holds: Hard Boundary</title>
 451                                 <para></para>
 452                         </section>
 453
 454                         <section xml:id="holds_soft">
 455                                 <title>Holds: Soft Boundary</title>
 456                                 <para></para>
 457                         </section>
 458
 459                         <section xml:id="lost_materials_proc_fee">
 460                                 <title>Lost Materials Processing Fee</title>
 461                                 <para></para>
 462                         </section>
 463
 464                         <section xml:id="max_prev_checkouts">
 465                                 <title>Maximum Previous Checkouts Displayed</title>
 466                                 <para></para>
 467                         </section>
 468
 469                         <section xml:id="OPAC_inactivity_timeout">
 470                                 <title>OPAC Inactivity Timeout</title>
 471                                 <para></para>
 472                         </section>
 473
 474                         <section xml:id="patron_barcode">
 475                                 <title>Patron Barcode Format</title>
 476                                 <para></para>
 477                         </section>
 478
 479                         <section xml:id="patron_login">
 480                                 <title>Selfcheck: Patron Login Timeout (in seconds)</title>
 481                                 <para></para>
 482                         </section>
 483
 484                         <section xml:id="pop_up_alert">
 485                                 <title>Selfcheck: Pop-up Alert for Errors</title>
 486                                 <para></para>
 487                         </section>
 488
 489                         <section xml:id="patron_password">
 490                                 <title>Selfcheck: Require Patron Password</title>
 491                                 <para></para>
 492                         </section>
 493
 494                         <section xml:id="email_addr_for_patron_notices">
 495                                 <title>Sending Email Address for Patron Notices</title>
 496                                 <para></para>
 497                         </section>
 498
 499                         <section xml:id="staff_login_inactivity_timeout">
 500                                 <title>Staff Login Inactivity Timeout (in seconds)</title>
 501                                 <para></para>
 502                         </section>
 503
 504                         <section xml:id="void_overdue_fines">
 505                                 <title>Void Overdue Fines When Items are Marked Lost</title>
 506                                 <para></para>
 507                         </section>
 508
 509       </section>
 510     </section>
 511   </section>
 512 </chapter>