From 86c1ed702566af9d0011b8368b60af25bdc4997c Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Sun, 1 Oct 2017 10:14:56 -0700 Subject: [PATCH] Docs: cleaning up client sysadmin manual Signed-off-by: Jane Sandberg --- docs/admin/closed_dates.adoc | 42 +++++++++++++++++++ docs/admin/hours.adoc | 10 +++++ .../describing_your_organization.adoc | 42 ------------------- docs/root_staff_client_admin.adoc | 10 +---- 4 files changed, 54 insertions(+), 50 deletions(-) create mode 100644 docs/admin/closed_dates.adoc create mode 100644 docs/admin/hours.adoc diff --git a/docs/admin/closed_dates.adoc b/docs/admin/closed_dates.adoc new file mode 100644 index 0000000000..678e528260 --- /dev/null +++ b/docs/admin/closed_dates.adoc @@ -0,0 +1,42 @@ +Set closed dates using the Closed Dates Editor +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +indexterm:[Closed Dates] + +These dates are in addition to your regular weekly closed days (see the section called “Library Hours of Operation”). Both regular closed days and those entered in the Closed Dates Editor affect due dates and fines: + +* *Due dates.* Due dates that would fall on closed days are automatically pushed forward to the next open day. Likewise, if an item is checked out at 8pm, for example, and would normally be due on a day when the library closes before 8pm, Evergreen pushes the due date forward to the next open day. +* *Overdue fines.* Overdue fines may not be charged on days when the library is closed. This fine behavior depends on how the _Charge fines on overdue circulations when closed_ setting is configured in the Library Settings Editor. + +Closed dates do not affect the processing delays for Action/Triggers. For example, if your library has a trigger event that marks items as lost after 30 days, that 30 day period will include both open and closed dates. + +Adding a closure +^^^^^^^^^^^^^^^^ + +. Select _Administration > Local Administration_. +. Select _Closed Dates Editor_. +. Select type of closure: typically Single Day or Multiple Day. +. Click the Calendar gadget to select the All Day date or starting and ending + dates. +. Enter a Reason for closure (optional). +. Click *Apply* to all of my libraries if your organizational unit has children + units that will also be closed. +. Click *Save*. + +image::media/closed_dates.png[] + +Now that your organizational structure is established, you can begin +configuring permissions for the staff users of your Evergreen system. + +Detailed closure +^^^^^^^^^^^^^^^^ + +If your closed dates include a portion of a business day, you should create a detailed closing. + +. Select _Administration -> Local Administration_. +. Select _Closed Dates Editor_. +. Select _Add Detailed Closing_. +. Enter applicable dates, times, and a descriptive reason for the closing. +. Click Save. +. Check the Apply to all of my libraries box if your library is a multi-branch system and the closing applies to all of your branches. + diff --git a/docs/admin/hours.adoc b/docs/admin/hours.adoc new file mode 100644 index 0000000000..2fd73d37c5 --- /dev/null +++ b/docs/admin/hours.adoc @@ -0,0 +1,10 @@ +Setting regular library hours +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +You may do this in _Administation_ > _Server Administration_ > _Organizational +Units_. + +The *Hours of Operation* tab is where you enter regular, weekly hours. Holiday +and other closures are set in the *Closed Dates Editor*. Hours of operation and +closed dates impact due dates and fine accrual. + diff --git a/docs/admin_initial_setup/describing_your_organization.adoc b/docs/admin_initial_setup/describing_your_organization.adoc index e5355c45c2..33d035e7d5 100644 --- a/docs/admin_initial_setup/describing_your_organization.adoc +++ b/docs/admin_initial_setup/describing_your_organization.adoc @@ -98,45 +98,3 @@ Run this script as the *opensrf* Linux account. autogen.sh ------------------------------------------------------------------------------ -Set closed dates using the Closed Dates Editor -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -indexterm:[Closed Dates] - -These dates are in addition to your regular weekly closed days (see the section called “Library Hours of Operation”). Both regular closed days and those entered in the Closed Dates Editor affect due dates and fines: - -* *Due dates.* Due dates that would fall on closed days are automatically pushed forward to the next open day. Likewise, if an item is checked out at 8pm, for example, and would normally be due on a day when the library closes before 8pm, Evergreen pushes the due date forward to the next open day. -* *Overdue fines.* Overdue fines may not be charged on days when the library is closed. This fine behavior depends on how the _Charge fines on overdue circulations when closed_ setting is configured in the Library Settings Editor. - -Closed dates do not affect the processing delays for Action/Triggers. For example, if your library has a trigger event that marks items as lost after 30 days, that 30 day period will include both open and closed dates. - -Adding a closure -^^^^^^^^^^^^^^^^ - -. Select _Administration > Local Administration_. -. Select _Closed Dates Editor_. -. Select type of closure: typically Single Day or Multiple Day. -. Click the Calendar gadget to select the All Day date or starting and ending - dates. -. Enter a Reason for closure (optional). -. Click *Apply* to all of my libraries if your organizational unit has children - units that will also be closed. -. Click *Save*. - -image::media/closed_dates.png[] - -Now that your organizational structure is established, you can begin -configuring permissions for the staff users of your Evergreen system. - -Detailed closure -^^^^^^^^^^^^^^^^ - -If your closed dates include a portion of a business day, you should create a detailed closing. - -. Select _Administration -> Local Administration_. -. Select _Closed Dates Editor_. -. Select _Add Detailed Closing_. -. Enter applicable dates, times, and a descriptive reason for the closing. -. Click Save. -. Check the Apply to all of my libraries box if your library is a multi-branch system and the closing applies to all of your branches. - diff --git a/docs/root_staff_client_admin.adoc b/docs/root_staff_client_admin.adoc index d6bbea7d96..5d8a2366cc 100644 --- a/docs/root_staff_client_admin.adoc +++ b/docs/root_staff_client_admin.adoc @@ -157,15 +157,9 @@ Library closures This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system. -Library hours -~~~~~~~~~~~~~ +include::admin/hours.adoc[] -In OU settings - -Closed dates -~~~~~~~~~~~~ - -Need to move out of the describing your OU docs +include::admin/closed_dates.adoc[] :leveloffset: 1 -- 2.43.2