1.6/admin/admin-lsa.xml

   1 <?xml version="1.0" encoding="utf-8"?>\r
   2 <chapter xml:id="lsa" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
   3    xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
   4    <info>\r
   5       <title>Local Administration Menu</title>\r
   6    </info>\r
   7    <section>\r
   8       <info>\r
   9          <title>Overview</title>\r
  10       </info>\r
  11       <informalfigure>\r
  12          <para>Many Evergreen configuration options are available under the <menuchoice>\r
  13                <guimenu>Admin (-)</guimenu>\r
  14                <guimenuitem>Local Administration</guimenuitem>\r
  15             </menuchoice> rollover menu.</para>\r
  16          <para>\r
  17             <mediaobject>\r
  18                <alt>screenshot of staff client</alt>\r
  19                <imageobject>\r
  20                   <imagedata scalefit="0" fileref="../media/lsa-1.png"/>\r
  21                </imageobject>\r
  22             </mediaobject>\r
  23          </para>\r
  24       </informalfigure>\r
  25          <para>This menu is new in Evergreen 1.6 and provides shortcuts to settings also available\r
  26             from the <guilabel>Local Administration</guilabel> page.</para>\r
  27       <para>Either access point can be used, but examples in this manual use the more comprehensive\r
  28             <guilabel>Local Administration</guilabel> rollover menu.</para>\r
  29       <para>Items on this menu are visible to anyone logged into the staff client but usually\r
  30          require special permissions to edit. The following table describes each of the menu options. </para>\r
  31       <informaltable>\r
  32          <tgroup cols="2" align="left" colsep="1" rowsep="1">\r
  33                 <colspec colnum="1" colname="menu" colwidth="1.0*"/>\r
  34                 <colspec colnum="2" colname="description" colwidth="3.0*"/>\r
  35             <thead>\r
  36                <row>\r
  37                   <entry>Menu option</entry>\r
  38                   <entry>Description</entry>\r
  39                </row>\r
  40             </thead>\r
  41             <tbody>\r
  42                <row>\r
  43                   <entry>\r
  44                      <link linkend="lsa-receipt">Receipt Template Editor</link>\r
  45                   </entry>\r
  46                   <entry>Customize printed receipts (checkout receipts, hold slips, etc) for a\r
  47                      single workstation</entry>     \r
  48                </row>\r
  49                <row>\r
  50                   <entry>\r
  51                      <link linkend="lsa-font">Global Font and Sound Settings</link>\r
  52                   </entry>\r
  53                   <entry>Change font size and sound settings for a single workstation</entry>              \r
  54                </row>\r
  55                <row>\r
  56                   <entry>\r
  57                      <link linkend="lsa-printer">Printer Settings Editor</link>\r
  58                   </entry>\r
  59                   <entry>Configure printer settings for a single workstation</entry>                \r
  60                </row>\r
  61                <row>\r
  62                   <entry>\r
  63                      <link linkend="lsa-closed">Closed Dates Editor</link>\r
  64                   </entry>\r
  65                   <entry>Set library closure dates (affects due dates and fines)</entry>                \r
  66                </row>\r
  67                <row>\r
  68                   <entry>\r
  69                      <link linkend="lsa-copy-locations">Copy Locations Editor</link>\r
  70                   </entry>\r
  71                   <entry>Create and edit copy locations, also known as shelving locations</entry>                \r
  72                </row>\r
  73                <row>\r
  74                   <entry>\r
  75                      <link linkend="lsa-library-settings">Library Settings Editor</link>\r
  76                   </entry>\r
  77                   <entry>Detailed library configuration settings</entry>                 \r
  78                </row>\r
  79                <row>\r
  80                   <entry>\r
  81                      <link linkend="lsa-noncat">Non-Catalogued Type Editor</link>\r
  82                   </entry>\r
  83                   <entry>Create and edit optional <guilabel>non-catalogued</guilabel> item\r
  84                      types</entry>                 \r
  85                </row>\r
  86 \r
  87                <row>\r
  88                   <entry>\r
  89                      <link linkend="lsa-statcat">Statistical Categories Editor</link>\r
  90                   </entry>\r
  91                   <entry>Create and manage optional categories for detailed patron/item\r
  92                      information</entry>                  \r
  93                </row>\r
  94                <row>\r
  95                   <entry>Standing Penalties</entry>\r
  96                   <entry>\r
  97                      <emphasis>admin settings</emphasis>\r
  98                   </entry>                \r
  99                </row>\r
 100                <row xml:id="lsa-group-penalty-table-entry">\r
 101                   <entry>\r
 102                      <link linkend="lsa-group-penalty">Group Penalty Thresholds</link>\r
 103                   </entry>\r
 104                   <entry> Set library-specific thresholds for maximum items out, maximum overdues,\r
 105                      and maximum fines </entry>                 \r
 106                </row>\r
 107                <row>\r
 108                   <entry>Field Documentation</entry>\r
 109                   <entry>\r
 110                      <emphasis>admin settings</emphasis>\r
 111                   </entry>                  \r
 112                </row>\r
 113                <row>\r
 114                   <entry>Notifications / Action Triggers</entry>\r
 115                   <entry>\r
 116                      <emphasis>admin settings</emphasis>\r
 117                   </entry>                 \r
 118                </row>\r
 119                <row>\r
 120                   <entry>\r
 121                      <link linkend="lsa-survey">Surveys</link>\r
 122                   </entry>\r
 123                   <entry>Create patron surveys to be completed at patron registration</entry>                 \r
 124                </row>\r
 125                <row>\r
 126                   <entry>\r
 127                      Reports\r
 128                   </entry>\r
 129                   <entry>Generate reports on any field in the Evergreen database</entry>                  \r
 130                </row>\r
 131                <row>\r
 132                   <entry>\r
 133                      <link linkend="lsa-cash-reports">Cash Reports</link>\r
 134                   </entry>\r
 135                   <entry>View summary report of cash transactions for selected date range</entry>                  \r
 136                </row>\r
 137                <row>\r
 138                   <entry>\r
 139                         Transit List\r
 140                   </entry>\r
 141                   <entry>View items in transit to or from your library during selected date\r
 142                      range</entry>              \r
 143                </row>\r
 144                <row>\r
 145                   <entry>Circulation Policies</entry>\r
 146                   <entry>\r
 147                      <emphasis>admin settings</emphasis>\r
 148                   </entry>  \r
 149                </row>\r
 150                <row>\r
 151                   <entry>Hold Policies</entry>\r
 152                   <entry>\r
 153                      <emphasis>admin settings</emphasis>\r
 154                   </entry>\r
 155                </row>\r
 156             </tbody>\r
 157          </tgroup>\r
 158       </informaltable>\r
 159    </section>\r
 160    <xi:include href="admin-receipt.xml"/>\r
 161    <section xml:id="lsa-font">\r
 162       <info>\r
 163          <title>Global Font and Sound Settings</title>\r
 164         <indexterm><primary>staff client</primary><secondary>fonts</secondary></indexterm>\r
 165         \r
 166       </info>\r
 167       <para><guilabel>Global Font and Sound Settings</guilabel> apply to the current workstation\r
 168          only. Use to turn staff client sounds on/off or to adjust the font size in the staff client\r
 169          interface. These settings do not affect OPAC font sizes.</para>\r
 170       <procedure>\r
 171          <step>\r
 172             <para>Select <menuchoice>\r
 173                   <guimenu>Admin (-)</guimenu>\r
 174                   <guisubmenu>Local Administration</guisubmenu>\r
 175                   <guimenuitem>Global Font and Sound Settings</guimenuitem>\r
 176                </menuchoice>.</para>\r
 177          </step>\r
 178          <step>\r
 179             <informalfigure>\r
 180                 <indexterm><primary>staff client</primary><secondary>sounds</secondary></indexterm>\r
 181                <para>To turn off the system sounds, like the noise that happens when a patron with a\r
 182                   block is retrieved check the <guilabel>disable sound</guilabel> box and click\r
 183                      <guibutton>Save to Disk</guibutton>.  </para>\r
 184                <para>\r
 185                   <mediaobject>\r
 186                      <alt>screenshot of staff client</alt>\r
 187                      <imageobject>\r
 188                         <imagedata scalefit="0" fileref="../media/lsa-4.jpg"/>\r
 189                      </imageobject>\r
 190                   </mediaobject>\r
 191                </para>\r
 192             </informalfigure>\r
 193          </step>\r
 194          <step>\r
 195             <informalfigure>\r
 196                <para>To change the size of the font, pick the desired option and click\r
 197                      <guibutton>Save to Disk</guibutton>.  </para>\r
 198                <para>\r
 199                   <mediaobject>\r
 200                      <alt>screenshot of staff client</alt>\r
 201                      <imageobject>\r
 202                         <imagedata scalefit="0" fileref="../media/lsa-5.jpg"/>\r
 203                      </imageobject>\r
 204 \r
 205                   </mediaobject>\r
 206                </para>\r
 207             </informalfigure>\r
 208          </step>\r
 209       </procedure>\r
 210    </section>\r
 211    <section xml:id="lsa-printer">\r
 212       <info>\r
 213          <title>Printer Settings Editor</title>\r
 214         <indexterm><primary>staff client</primary><secondary>printer settings</secondary></indexterm>\r
 215       </info>\r
 216       <para>Use the <guilabel>Printer Settings Editor</guilabel> to configure printer output for\r
 217          each workstation.</para>\r
 218       <procedure>\r
 219          <step>\r
 220             <para>Select <menuchoice>\r
 221                   <guimenu>Admin (-)</guimenu>\r
 222                   <guisubmenu>Local Administration</guisubmenu>\r
 223                   <guimenuitem>Printer Settings Editor</guimenuitem>\r
 224                </menuchoice>.</para>\r
 225          </step>\r
 226          <step>\r
 227             <informalfigure>\r
 228                <para>From this screen you can print a test page, or alter the page settings for your\r
 229                   receipt printer.  </para>\r
 230                <para>\r
 231                   <mediaobject>\r
 232                      <alt>screenshot of staff client</alt>\r
 233                      <imageobject>\r
 234                         <imagedata width="100%" scalefit="1" fileref="../media/lsa-7.jpg"/>\r
 235                      </imageobject>\r
 236                   </mediaobject>\r
 237                </para>\r
 238             </informalfigure>\r
 239          </step>\r
 240          <step>\r
 241             <informalfigure>\r
 242                <para>Click on <guibutton>Page Settings</guibutton> to change printing format and\r
 243                   option settings.  Click on the <guilabel>Margins &amp;\r
 244                      Header/Footer</guilabel> tab to adjust </para>\r
 245                <para>\r
 246                   <mediaobject>\r
 247                      <alt>screenshot of staff client</alt>\r
 248                      <imageobject>\r
 249                         <imagedata scalefit="0" fileref="../media/lsa-8.jpg"/>\r
 250                      </imageobject>\r
 251 \r
 252                   </mediaobject>\r
 253                </para>\r
 254             </informalfigure>\r
 255          </step>\r
 256       </procedure>\r
 257    </section>\r
 258    <section xml:id="lsa-closed">\r
 259       <info>\r
 260          <title>Closed Dates Editor</title>\r
 261         <indexterm><primary>closed dates editor</primary></indexterm>\r
 262       </info>\r
 263       <para>These dates are in addition to your regular weekly closed days (see <xref\r
 264             linkend="server-hours"/>).    Both regular closed days and those entered in the\r
 265             <guilabel>Closed Dates Editor</guilabel> affect due dates and fines:</para>\r
 266       <itemizedlist>\r
 267          <listitem>\r
 268             <formalpara>\r
 269                <title>Due dates</title>\r
 270                 <indexterm><primary>closed dates editor</primary><secondary>due dates</secondary></indexterm>\r
 271                <para>Due dates that would fall on closed days are automatically pushed forward to\r
 272                   the next open day. Likewise, if an item is checked out at 8pm, for example, and\r
 273                   would normally be due on a day when the library closes before 8pm, Evergreen\r
 274                   pushes the due date forward to the next open day.</para>\r
 275             </formalpara>\r
 276          </listitem>\r
 277          <listitem>\r
 278             <formalpara>\r
 279                <title>Overdue fines</title>\r
 280                 <indexterm><primary>closed dates editor</primary><secondary>fines</secondary></indexterm>\r
 281                <para>Overdue fines are not charged on days when the library is closed.</para>\r
 282             </formalpara>\r
 283          </listitem>\r
 284       </itemizedlist>     \r
 285       <simplesect>\r
 286          <title>Multi-Day Closing</title>\r
 287          <procedure>\r
 288             <step>\r
 289                <para>Select <menuchoice>\r
 290                      <guimenu>Admin (-)</guimenu>\r
 291                      <guisubmenu>Local Administration</guisubmenu>\r
 292                      <guimenuitem>Closed Dates Editor</guimenuitem>\r
 293                   </menuchoice>.</para>\r
 294             </step>\r
 295             <step xml:id="lsa-multi-day-select">\r
 296                <informalfigure>\r
 297                   <para>Select <guibutton>Add Multi-Date Closing</guibutton> if your closed dates\r
 298                      are entire business days.</para>\r
 299                   <para>\r
 300                      <mediaobject>\r
 301                         <alt>screenshot of staff client</alt>\r
 302                         <imageobject>\r
 303                            <imagedata scalefit="0" fileref="../media/lsa-10.jpg"/>\r
 304                         </imageobject>\r
 305                      </mediaobject>\r
 306                   </para>\r
 307                </informalfigure>\r
 308             </step>\r
 309             <step>\r
 310                <informalfigure>\r
 311                   <para>Enter applicable dates and a descriptive reason for the closing and click\r
 312                         <guibutton>Save</guibutton>.  Check the <guilabel>Apply to all of my\r
 313                         libraries</guilabel> box if your library is a multi-branch system and the\r
 314                      closing applies to all of your branches.  </para>\r
 315                   <para>\r
 316                      <mediaobject>\r
 317                         <alt>screenshot of staff client</alt>\r
 318                         <imageobject>\r
 319                            <imagedata scalefit="0" fileref="../media/lsa-11.jpg"/>\r
 320                         </imageobject>\r
 321 \r
 322                      </mediaobject>\r
 323                   </para>\r
 324                </informalfigure>\r
 325             </step>\r
 326          </procedure>\r
 327          <tip>\r
 328             <para>You can type dates into fields using YYYY-MM-DD format or use calendar widgets to\r
 329                choose dates.</para>\r
 330          </tip>\r
 331       </simplesect>\r
 332       <simplesect>\r
 333          <title>Detailed Closing</title>\r
 334          <informalfigure>\r
 335             <para>If your closed dates include a portion of a business day, select Add Detailed\r
 336                Closing at <xref linkend="lsa-multi-day-select"/>, then enter detailed hours and\r
 337                dates and click <guibutton>Save</guibutton>. Time format must be HH:MM.</para>\r
 338             <para>\r
 339                <mediaobject>\r
 340                   <alt>screenshot of staff client</alt>\r
 341                   <imageobject>\r
 342                      <imagedata scalefit="0" fileref="../media/lsa-12.jpg"/>\r
 343                   </imageobject>\r
 344 \r
 345                </mediaobject>\r
 346             </para>\r
 347          </informalfigure>\r
 348       </simplesect>  \r
 349    </section>\r
 350    <section xml:id="lsa-copy-locations">\r
 351       <info>\r
 352          <title>Copy Locations Editor</title>\r
 353         <indexterm><primary>copy locations editor</primary></indexterm>\r
 354       </info>\r
 355       <procedure>\r
 356          <step>\r
 357             <para>Select <menuchoice>\r
 358                   <guimenu>Admin (-)</guimenu>\r
 359                   <guisubmenu>Local Administration</guisubmenu>\r
 360                   <guimenuitem>Copy Locations Editor</guimenuitem>\r
 361                </menuchoice>.</para>\r
 362          </step>\r
 363          <step>\r
 364             <informalfigure>\r
 365                <para>You can create new copy locations, or edit existing copy locations. To create a\r
 366                   new shelving location type in the name, and select <guilabel>Yes</guilabel> or\r
 367                      <guilabel>No</guilabel> for the various attributes: <guilabel>OPAC Visible,\r
 368                      Holdable, Circulate,</guilabel> and <guilabel>Hold Verify</guilabel>.\r
 369                      <guilabel>Holdable</guilabel> means a patron is able to place a hold on an item\r
 370                   in this location; <guilabel>Hold Verify</guilabel> means staff will be prompted\r
 371                   before an item is captured for a hold.  Finally click\r
 372                      <guibutton>Create</guibutton>.</para>\r
 373                <para>\r
 374                   <mediaobject>\r
 375                      <alt>screenshot of staff client</alt>\r
 376                      <imageobject>\r
 377                         <imagedata scalefit="0" fileref="../media/lsa-14.jpg"/>\r
 378                      </imageobject>\r
 379 \r
 380                   </mediaobject>\r
 381                </para>\r
 382             </informalfigure>\r
 383          </step>\r
 384          <step>\r
 385             <informalfigure>\r
 386                <para>In the bottom part of the <guilabel>Copy Locations Editor</guilabel> you can\r
 387                   edit or delete existing copy locations. You cannot delete a location that contains\r
 388                   items. In this example the copy location <guilabel>Adult Videos</guilabel> is\r
 389                   being edited.</para>\r
 390                <para>\r
 391                   <mediaobject>\r
 392                      <alt>screenshot of staff client</alt>\r
 393                      <imageobject>\r
 394                         <imagedata width="100%" scalefit="1" fileref="../media/lsa-16.jpg"/>\r
 395                      </imageobject>\r
 396                   </mediaobject>\r
 397                </para>\r
 398             </informalfigure>\r
 399          </step>\r
 400       </procedure>\r
 401       <tip>\r
 402          <para>There are also options in the <guilabel>Copy Editor</guilabel> for a copy to be\r
 403                <guilabel>OPAC Visible</guilabel>-yes or no, <guilabel>Holdable</guilabel>-yes or no,\r
 404             or <guilabel>Circulate</guilabel>-yes or no.  If either the copy record or the shelving\r
 405             location is set to Circulate-no, then the item will not be able to circulate.</para>\r
 406       </tip>\r
 407       <informalfigure>\r
 408          <para>This is where you see the shelving locations in the <guilabel>Copy\r
 409             Editor</guilabel>:</para>\r
 410 \r
 411          <para>\r
 412             <mediaobject>\r
 413                <alt>screenshot of staff client</alt>\r
 414                <imageobject>\r
 415                   <imagedata scalefit="0" fileref="../media/lsa-17.jpg"/>\r
 416                </imageobject>\r
 417             </mediaobject>\r
 418          </para>\r
 419       </informalfigure>\r
 420       <para>This is where the shelving location appears in the OPAC.</para>\r
 421       <para>\r
 422          <mediaobject>\r
 423             <alt>screenshot of staff client</alt>\r
 424             <imageobject>\r
 425                <imagedata scalefit="0" fileref="../media/lsa-18.jpg"/>\r
 426             </imageobject>\r
 427          </mediaobject>\r
 428       </para>\r
 429    </section>\r
 430    <section xml:id="lsa-library-settings">\r
 431       <info>\r
 432          <title>Library Settings Editor</title>\r
 433         <indexterm><primary>library settings editor</primary></indexterm>\r
 434       </info>\r
 435       <para>With the <guilabel>Library Settings Editor</guilabel> Local System Admnistrators (LSAs)\r
 436          can optionally customize Evergreen's behaviour for a particular library or library system.\r
 437          For descriptions of available settings see the <link\r
 438             linkend="lsa-library-settings-overview">Settings Overview</link> table below. \r
 439         </para>\r
 440       <para>To open the <guilabel>Library Settings Editor</guilabel> select <menuchoice>\r
 441             <guimenu>Admin (-)</guimenu>\r
 442             <guisubmenu>Local Adminstration</guisubmenu>\r
 443             <guimenuitem>Library Settings Editor</guimenuitem>\r
 444          </menuchoice>. </para>\r
 445       <simplesect>\r
 446          <title>Settings Overview</title>\r
 447          <para>This table describes available settings and shows which LSAs can change on a\r
 448             per-library basis. Below the table is a list of <link\r
 449                linkend="lsa-library-settings-data">data types</link> with details about acceptable\r
 450             settings values.</para>\r
 451          <informaltable xml:id="lsa-library-settings-overview">\r
 452             <tgroup cols="4" align="left" colsep="1" rowsep="1">\r
 453                <colspec colnum="1" colname="setting" colwidth="2.0*"/>\r
 454                <colspec colnum="2" colname="description" colwidth="3.0*"/>\r
 455                <colspec colnum="3" colname="type" colwidth="1.0*"/>\r
 456                <colspec colnum="4" colname="notes" colwidth="2.0*"/>\r
 457                <thead>\r
 458                   <row>\r
 459                      <entry>Setting</entry>\r
 460                      <entry>Description</entry>\r
 461                      <entry>Data type</entry>\r
 462                      <entry>Notes</entry>\r
 463                   </row>\r
 464                </thead>\r
 465                <tbody>\r
 466                   <row>\r
 467                      <entry>Alert on empty bib records</entry>\r
 468                      <entry>Alert staff before the last copy for a record is deleted</entry>\r
 469                      <entry><link linkend="lsa-data-types">True/false</link></entry>\r
 470                     <entry></entry>\r
 471                   </row>\r
 472                   <row>\r
 473                      <entry>Allow Credit Card Payments</entry>\r
 474                      <entry>Not available</entry>\r
 475                      <entry><link linkend="lsa-data-types">True/false</link></entry>  \r
 476                      <entry></entry>\r
 477                   </row>\r
 478                   <row>\r
 479                      <entry>Change reshelving status interval</entry>\r
 480                      <entry>Amount of time to wait before changing an item from “reshelving” status\r
 481                         to “available”</entry>\r
 482                      <entry>\r
 483                         <link linkend="lsa-data-types">Duration</link>\r
 484                      </entry>\r
 485                      <entry></entry>\r
 486                   </row>\r
 487                   <row>\r
 488                      <entry>Charge item price when marked damaged </entry>\r
 489                      <entry>If true Evergreen bills item price to the last patron who checked out\r
 490                         the damaged item. Staff receive an alert with patron information and must\r
 491                         confirm the billing.</entry>\r
 492                      <entry>\r
 493                         <link linkend="lsa-data-types">True/false</link>\r
 494                      </entry>\r
 495                     <entry>\r
 496                      </entry>\r
 497                   </row>\r
 498                   <row>\r
 499                      <entry>Charge processing fee for damaged items</entry>\r
 500                      <entry>Optional processing fee billed to last patron who checked out the\r
 501                         damaged item. Staff receive an alert with patron information and must\r
 502                         confirm the billing.</entry>\r
 503                      <entry><link linkend="lsa-data-types">Number</link> (dollars)</entry>\r
 504                      <entry>Disabled when set to 0</entry>\r
 505                   </row>\r
 506                   <row>\r
 507                      <entry>Circ: Lost items usable on checkin</entry>\r
 508                      <entry>Lost items are usable on checkin instead of going 'home' first</entry>\r
 509                      <entry>\r
 510                         <link linkend="lsa-data-types">True/false</link>\r
 511                      </entry>\r
 512                      <entry/>\r
 513                   </row>\r
 514                   <row>\r
 515                      <entry>Circ: Restore overdues on lost item return</entry>\r
 516                      <entry>If true when a lost item is checked in overdue fines are charged (up to\r
 517                         the maximum fines amount)</entry>\r
 518                      <entry>\r
 519                         <link linkend="lsa-data-types">True/false</link>\r
 520                      </entry>\r
 521                     \r
 522                      <entry/>\r
 523                   </row>\r
 524 \r
 525                   <row>\r
 526                      <entry>Circ: Void lost item billing when returned</entry>\r
 527                      <entry>If true,when a lost item is checked in the item replacement bill (item\r
 528                         price) is voided. If the patron has already paid the bill a credit is\r
 529                         applied.</entry>\r
 530                      <entry>\r
 531                         <link linkend="lsa-data-types">True/false</link>\r
 532                      </entry>\r
 533                     \r
 534                      <entry/>\r
 535                   </row>\r
 536 \r
 537                   <row>\r
 538                      <entry>Circ: Void lost max interval</entry>\r
 539                      <entry>Items that have been lost this long will not result in voided billings\r
 540                         when returned. Only applies if <guilabel>Circ: Void lost item\r
 541                            billing</guilabel> or <guilabel>Circ: Void processing fee on lost\r
 542                            item</guilabel> are true.</entry>\r
 543                      <entry>\r
 544                         <link linkend="lsa-data-types">Duration</link>\r
 545                      </entry>\r
 546                     \r
 547                      <entry/>\r
 548                   </row>\r
 549 \r
 550                   <row>\r
 551                      <entry>Circ: Void processing fee on lost item return</entry>\r
 552                      <entry>If true the processing fee is voided when a lost item is\r
 553                         returned</entry>\r
 554                      <entry>\r
 555                         <link linkend="lsa-data-types">True/false</link>\r
 556                      </entry>\r
 557                     \r
 558                      <entry/>\r
 559                   </row>\r
 560 \r
 561                   <row>\r
 562                      <entry>Default Item Price</entry>\r
 563                      <entry>Replacement charge for lost items if price is unset in the <guilabel>\r
 564                            <link linkend="add-editor">Copy Editor</link>\r
 565                         </guilabel>. Does not apply if item price is set to $0</entry>\r
 566                      <entry><link linkend="lsa-data-types">Number</link> (dollars)</entry>\r
 567                     \r
 568                      <entry/>\r
 569                   </row>\r
 570 \r
 571                   <row>\r
 572                      <entry>Default locale</entry>\r
 573                      <entry>Sets language used in staff client</entry>\r
 574                      <entry><link linkend="lsa-data-types">Text</link> (dollars)</entry>\r
 575                      \r
 576                      <entry>Can be set for each workstation at login</entry>\r
 577                   </row>\r
 578 \r
 579                   <row xml:id="lsa-do-not-automatically-delete">\r
 580                      <entry>Do not automatically delete empty bib records</entry>\r
 581                      <entry>If false bib records (aka MARC records) will automatically be deleted\r
 582                         when the last attached volume is deleted </entry>\r
 583                      <entry>\r
 584                         <link linkend="lsa-data-types">True/false</link>\r
 585                      </entry>\r
 586                      \r
 587                      <entry>Set to <emphasis>false</emphasis> to avoid orphaned bib records</entry>\r
 588                   </row>\r
 589 \r
 590                   <row xml:id="lsa-library-settings-button">\r
 591                      <entry>GUI: Above-Tab Button Bar </entry>\r
 592                      <entry>If true the staff client <link linkend="button-bar">button bar</link>\r
 593                         appears by default on all workstations registered to your library; staff can\r
 594                         override this setting at each login.</entry>\r
 595                      <entry>\r
 596                         <link linkend="lsa-data-types">True/false</link>\r
 597                      </entry>\r
 598                     \r
 599                      <entry/>\r
 600                   </row>\r
 601 \r
 602                   <row xml:id="lsa-library-settings-horizontal">\r
 603                      <entry>GUI: Alternative Horizontal Patron Summary Panel</entry>\r
 604                      <entry>If true replaces the vertical patron summary panel with a horizontal one\r
 605                         on all workstations registered to your library</entry>\r
 606                      <entry>\r
 607                         <link linkend="lsa-data-types">True/false</link>\r
 608                      </entry>\r
 609                     \r
 610                      <entry/>\r
 611                   </row>\r
 612 \r
 613                   <row>\r
 614                      <entry>GUI: Network Activity Meter</entry>\r
 615                      <entry>If true displays a progress bar when the staff client is sending or\r
 616                         receiving information from the Evergreen server</entry>\r
 617                      <entry>\r
 618                         <link linkend="lsa-data-types">True/false</link>\r
 619                      </entry>\r
 620                     \r
 621                      <entry/>\r
 622                   </row>\r
 623                   <row>\r
 624                      <entry>GUI: Patron display timeout interval</entry>\r
 625                      <entry>Patron accounts opened in the staff client will close if inactive for\r
 626                         this period of time</entry>\r
 627                      <entry>\r
 628                         <link linkend="lsa-data-types">Duration</link>\r
 629                      </entry>\r
 630                     \r
 631                      <entry>Not functional in this version of Evergreen</entry>\r
 632                   </row>\r
 633 \r
 634                   <row>\r
 635                      <entry>Holds: Estimated Wait (Days) </entry>\r
 636                      <entry>Average number of days between check out and check in, multiplied by a\r
 637                         patron's position in the hold queue to estimate wait for holds</entry>\r
 638                      <entry>\r
 639                         <link linkend="lsa-data-types">Number</link>\r
 640                      </entry>\r
 641                      \r
 642                      <entry>Not yet implemented</entry>\r
 643                   </row>\r
 644 \r
 645                   <row>\r
 646                      <entry>Holds: Expire Alert Interval</entry>\r
 647                      <entry>Time before a hold expires at which to send an email notifying the\r
 648                         patron</entry>\r
 649                      <entry>\r
 650                         <link linkend="lsa-data-types">Duration</link>\r
 651                      </entry>\r
 652                     \r
 653                      <entry>Only applies if your library notifies patrons of expired holds. </entry>\r
 654                   </row>\r
 655 \r
 656                   <row>\r
 657                      <entry>Holds: Expire Interval</entry>\r
 658                      <entry>Amount of time until an unfulfilled hold expires</entry>\r
 659                      <entry>\r
 660                         <link linkend="lsa-data-types">Duration</link>\r
 661                      </entry>\r
 662                     \r
 663                      <entry/>\r
 664                   </row>\r
 665 \r
 666                   <row>\r
 667                      <entry>Holds: Hard boundary</entry>\r
 668                      <entry>Administrative setting</entry>\r
 669                      <entry>\r
 670                         <link linkend="lsa-data-types">Number</link>\r
 671                      </entry>\r
 672                      \r
 673                      <entry/>\r
 674                   </row>\r
 675                   <row>\r
 676                      <entry>Holds: Soft boundary</entry>\r
 677                      <entry>Administrative setting</entry>\r
 678                      <entry>\r
 679                         <link linkend="lsa-data-types">Number</link>\r
 680                      </entry>\r
 681                      \r
 682                      <entry/>\r
 683                   </row>\r
 684 \r
 685                   <row>\r
 686                      <entry>Holds: Soft stalling interval</entry>\r
 687                      <entry>Administrative setting</entry>\r
 688                      <entry>\r
 689                         <link linkend="lsa-data-types">Duration</link>\r
 690                      </entry>\r
 691                      \r
 692                      <entry/>\r
 693                   </row>\r
 694                   <row>\r
 695                      <entry>Juvenile Age Threshold</entry>\r
 696                      <entry>Upper cut-off age for patrons to be considered juvenile, calculated from\r
 697                         date of birth in patron accounts</entry>\r
 698                      <entry><link linkend="lsa-data-types">Duration</link> (years)</entry>\r
 699                     \r
 700                      <entry/>\r
 701                   </row>\r
 702 \r
 703                   <row>\r
 704                      <entry>Lost Materials Processing Fee</entry>\r
 705                      <entry>The amount charged in addition to item price when an item is marked los.\r
 706                          </entry>\r
 707                      <entry><link linkend="lsa-data-types">Number</link> (dollars)</entry>\r
 708                     \r
 709                      <entry/>\r
 710                   </row>\r
 711 \r
 712                   <row>\r
 713                      <entry>Maximum previous checkouts displayed</entry>\r
 714                      <entry>Number of previous circulations displayed in staff client</entry>\r
 715                      <entry>\r
 716                         <link linkend="lsa-data-types">Number</link>\r
 717                      </entry>\r
 718                     \r
 719                      <entry/>\r
 720                   </row>\r
 721                   <row>\r
 722                      <entry>OPAC Inactivity Timeout (in seconds)</entry>\r
 723                      <entry>Number of seconds of inactivity before OPAC accounts are automatically\r
 724                         logged out.</entry>\r
 725                      <entry>\r
 726                         <link linkend="lsa-data-types">Number</link>\r
 727                      </entry>\r
 728                     \r
 729                      <entry/>\r
 730                   </row>\r
 731 \r
 732                   <row>\r
 733                      <entry>OPAC: Allow pending addresses</entry>\r
 734                      <entry>If true patrons can edit their addresses in the OPAC. Changes must be\r
 735                         approved by staff</entry>\r
 736                      <entry>\r
 737                         <link linkend="lsa-data-types">True/false</link>\r
 738                      </entry>\r
 739                     \r
 740                      <entry/>\r
 741                   </row>\r
 742                   <row>\r
 743                      <entry>Password format</entry>\r
 744                      <entry>Defines acceptable format for OPAC account passwords</entry>\r
 745                      <entry> Regular expression </entry>\r
 746                      \r
 747                      <entry>Default requires that passwords "be at least 7 characters in length,\r
 748                         contain at least one letter (a-z/A-Z), and contain at least one number.\r
 749                         </entry>\r
 750                   </row>\r
 751 \r
 752                   <row>\r
 753                      <entry>Patron barcode format </entry>\r
 754                      <entry>Defines acceptable format for patron barcodes</entry>\r
 755                      <entry> Regular expression </entry>\r
 756                      \r
 757                      <entry></entry>\r
 758                   </row>\r
 759 \r
 760                   <row xml:id="library-settings-phone-password">\r
 761                      <entry>Patron: password from phone #</entry>\r
 762                      <entry>If true the last 4 digits of the patron's phone number is the password\r
 763                         for new accounts (password must still be changed at first OPAC\r
 764                         login)</entry>\r
 765                      <entry>\r
 766                         <link linkend="lsa-data-types">True/false</link>\r
 767                      </entry>\r
 768                     \r
 769                      <entry/>\r
 770                   </row>\r
 771                   <row>\r
 772                      <entry>Selfcheck: Patron Login Timeout (in seconds)</entry>\r
 773                      <entry>Administrative setting</entry>\r
 774                      <entry>\r
 775                         <link linkend="lsa-data-types">Number</link>\r
 776                      </entry>\r
 777                      \r
 778                      <entry>Not for SIP connections</entry>\r
 779                   </row>\r
 780 \r
 781                   <row>\r
 782                      <entry>Selfcheck: Pop-up alert for errors</entry>\r
 783                      <entry>Administrative setting</entry>\r
 784                      <entry>\r
 785                         <link linkend="lsa-data-types">True/false</link>\r
 786                      </entry>\r
 787                      \r
 788                      <entry>Not for SIP connections</entry>\r
 789                   </row>\r
 790                   <row>\r
 791                      <entry>Selfcheck: Require patron password</entry>\r
 792                      <entry>Administrative setting</entry>\r
 793                      <entry>\r
 794                         <link linkend="lsa-data-types">True/false</link>\r
 795                      </entry>\r
 796                      \r
 797                      <entry>Not for SIP connections</entry>\r
 798                   </row>\r
 799 \r
 800                   <row>\r
 801                      <entry>Sending email address for patron notices</entry>\r
 802                      <entry>This email address is for automatically generated patron notices (e.g.\r
 803                         email overdues, email holds notification).  It is good practice to set up a\r
 804                         generic account, like info@nameofyourlibrary.ca, so that one person’s\r
 805                         individual email inbox doesn’t get cluttered with emails that were not\r
 806                         delivered.</entry>\r
 807                      <entry>\r
 808                         <link linkend="lsa-data-types">Text</link>\r
 809                      </entry>\r
 810                     \r
 811                      <entry/>\r
 812                   </row>\r
 813 \r
 814                   <row xml:id="lsa-show-billing-tab-first">\r
 815                      <entry>Show billing tab first when bills are present</entry>\r
 816                      <entry>If true, accounts for patrons with bills will open to the billing tab\r
 817                         instead of check out</entry>\r
 818                      <entry>\r
 819                         <link linkend="lsa-data-types">True/false</link>\r
 820                      </entry>\r
 821                      <entry></entry>\r
 822                   </row>\r
 823                   <row>\r
 824                      <entry>Staff Login Inactivity Timeout (in seconds)</entry>\r
 825                      <entry>Number of seconds of inactivity before staff client prompts for login\r
 826                         and password.</entry>\r
 827                      <entry>\r
 828                         <link linkend="lsa-data-types">Number</link>\r
 829                      </entry>\r
 830                     <entry>\r
 831                      </entry>\r
 832                   </row>\r
 833 \r
 834                   <row>\r
 835                      <entry>Void overdue fines when items are marked lost</entry>\r
 836                      <entry>If true overdue fines are voided when an item is marked lost</entry>\r
 837                      <entry>\r
 838                         <link linkend="lsa-data-types">True/false</link>\r
 839                      </entry>\r
 840                     <entry>\r
 841                      </entry>\r
 842                   </row>\r
 843 \r
 844                </tbody>\r
 845             </tgroup>\r
 846          </informaltable>\r
 847 \r
 848 \r
 849          <para xml:id="lsa-library-settings-data">Acceptable formats for each setting type are\r
 850             listed below. Quotation marks are never required when updating settings in the staff\r
 851             client.</para>\r
 852 \r
 853 \r
 854          <informaltable xml:id="lsa-data-types">\r
 855 \r
 856             <tgroup cols="2" align="left" colsep="1" rowsep="1">\r
 857                <colspec colnum="1" colname="type" colwidth="1.0*"/>\r
 858                <colspec colnum="2" colname="formatting" colwidth="5.0*"/>\r
 859              \r
 860 \r
 861                <thead>\r
 862                   <row>\r
 863                      <entry>Data type</entry>\r
 864                      <entry>Formatting</entry>\r
 865                   </row>\r
 866                </thead>\r
 867 \r
 868 \r
 869 \r
 870                <tbody>\r
 871                   <row>\r
 872                      <entry>True/false</entry>\r
 873                      <entry>Select value from drop-down menu</entry>\r
 874                   </row>\r
 875                   <row>\r
 876                      <entry>Number</entry>\r
 877                      <entry>Enter a numerical value (decimals allowed in price settings)</entry>\r
 878                   </row>\r
 879                   <row>\r
 880                      <entry>Duration</entry>\r
 881                      <entry>Enter a number followed by a space and any of the following units:\r
 882                         minutes, hours, days, months (30 minutes, 2 days, etc)</entry>\r
 883                   </row>\r
 884                   <row>\r
 885                      <entry>Text</entry>\r
 886                      <entry>Free text</entry>\r
 887                   </row>\r
 888 \r
 889 \r
 890                </tbody>\r
 891             </tgroup>\r
 892          </informaltable>\r
 893 \r
 894 \r
 895       </simplesect>\r
 896 \r
 897 \r
 898 \r
 899    </section>\r
 900    <section xml:id="lsa-noncat">\r
 901       <info>\r
 902          <title>Non-Catalogued Type Editor </title>\r
 903         <indexterm><primary>non-catalogued type editor</primary></indexterm>\r
 904       </info>\r
 905 \r
 906       <para>This is where you configure your non-catalogued types that appear in the dropdown menu\r
 907          for non-catalogued circulations. </para>\r
 908 \r
 909       <procedure>\r
 910          <step>\r
 911 \r
 912             <para>Select <menuchoice>\r
 913                   <guimenu>Admin (-)</guimenu>\r
 914                   <guisubmenu>Local Administration</guisubmenu>\r
 915                   <guimenuitem>Non Catalogued Type Editor</guimenuitem>\r
 916                </menuchoice>.</para>\r
 917 \r
 918 \r
 919          </step>\r
 920 \r
 921          <step>\r
 922             <informalfigure>\r
 923                <para>To set up a new non-catalogued type, type the name in the left hand box, and\r
 924                   choose how many days the item will circulate for.  Click\r
 925                      <guibutton>Create</guibutton>.</para>\r
 926                <para>\r
 927                   <mediaobject>\r
 928                      <alt>screenshot of staff client</alt>\r
 929                      <imageobject>\r
 930                         <imagedata scalefit="0" fileref="../media/lsa-22.png"/>\r
 931                      </imageobject>\r
 932 \r
 933                   </mediaobject>\r
 934                </para>\r
 935             </informalfigure>\r
 936             <para>Select the <guilabel>Circulate In-House</guilabel> box for non-catalogued items\r
 937                that will circulate in house.  This can be used to manually track computer use, or\r
 938                meeting room rentals.  </para>\r
 939          </step>\r
 940       </procedure>\r
 941 \r
 942 \r
 943 \r
 944 \r
 945       <informalfigure>\r
 946          <para>This is what the dropdown menu for non-catalogued circulations in the patron checkout\r
 947             screen looks like:</para>\r
 948 \r
 949          <para>\r
 950             <mediaobject>\r
 951                <alt>screenshot of staff client</alt>\r
 952                <imageobject>\r
 953                   <imagedata scalefit="0" fileref="../media/lsa-23.jpg"/>\r
 954                </imageobject>\r
 955 \r
 956             </mediaobject>\r
 957          </para>\r
 958       </informalfigure>\r
 959    </section>\r
 960    <section xml:id="lsa-group-penalty">\r
 961       <info>\r
 962          <title>Group Penalty Thresholds</title>\r
 963         <indexterm><primary>group penalty thresholds</primary></indexterm>\r
 964       </info>\r
 965          <para>Group Penalty Thresholds block circulation transactions for users who exceed maximum\r
 966             check out limits, number of overdue items, or fines. Settings for your library are\r
 967             visible under <menuchoice>\r
 968                <guimenu>Admin (-)</guimenu>\r
 969                <guisubmenu>Local Administration</guisubmenu>\r
 970                <guimenuitem>Group Penalty Thresholds</guimenuitem>\r
 971             </menuchoice>. </para>\r
 972 \r
 973 \r
 974       <informaltable>\r
 975 \r
 976          <tgroup cols="2" align="left" colsep="1" rowsep="1">\r
 977                 <colspec colnum="1" colname="penalty" colwidth="1.0*"/>\r
 978                 <colspec colnum="2" colname="effect" colwidth="1.0*"/>\r
 979 \r
 980             <thead>\r
 981                <row>\r
 982                   <entry>Penalty</entry>\r
 983                   <entry>Effect</entry>\r
 984 \r
 985                </row>\r
 986             </thead>\r
 987 \r
 988             <tbody>\r
 989 \r
 990                <row>\r
 991                   <entry>PATRON_EXCEEDS_FINES</entry>\r
 992 \r
 993                   <entry>Blocks new circulations and renewals if patron exceeds X in fines </entry>\r
 994 \r
 995                </row>\r
 996                <row>\r
 997                   <entry>PATRON_EXCEEDS_OVERDUE_COUNT</entry>\r
 998 \r
 999                   <entry>Blocks new circulations and renewals if patron exceeds X overdue items </entry>\r
1000 \r
1001                </row>\r
1002 \r
1003                <row>\r
1004                   <entry>PATRON_EXCEEDS_CHECKOUT_COUNT</entry>\r
1005 \r
1006                   <entry>Blocks new circulations if patron exceeds X items out </entry>\r
1007 \r
1008                </row>\r
1009             </tbody>\r
1010          </tgroup>\r
1011 \r
1012       </informaltable>\r
1013 \r
1014 \r
1015 \r
1016 \r
1017       <informalfigure>\r
1018          <para>Accounts that exceed penalty thresholds display an alert message when opened and\r
1019             require staff overrides for blocked transactions.</para>\r
1020          <para>\r
1021             <mediaobject>\r
1022                <alt>patron account with circulation blocks</alt>\r
1023                <imageobject>\r
1024                   <imagedata scalefit="0" fileref="../media/lsa-group-1.png"/>\r
1025                </imageobject>\r
1026 \r
1027 \r
1028             </mediaobject>\r
1029          </para>\r
1030 \r
1031       </informalfigure>\r
1032 \r
1033 \r
1034       <simplesect xml:id="lsa-group-inheritance">\r
1035          <title>Penalty threshold inheritance rules</title>\r
1036 \r
1037          <informalfigure>\r
1038             <para>Local penalty thresholds are identified by <guilabel>Org Unit</guilabel> and\r
1039                appear in the same table as the system wide defaults.</para>\r
1040 \r
1041             <para>\r
1042                <mediaobject>\r
1043                   <alt>group penalty threshold table</alt>\r
1044                   <imageobject>\r
1045                      <imagedata scalefit="0" fileref="../media/lsa-group-1a.png"/>\r
1046                   </imageobject>\r
1047 \r
1048                </mediaobject>\r
1049             </para>\r
1050          </informalfigure>\r
1051 \r
1052          <para>Where there is more than one threshold for the same penalty Evergreen gives\r
1053             precedence to local settings. In this example Salt Spring Island Public Library (BGSI)\r
1054             patrons are blocked when owing $5.00 in fines (<inlinemediaobject>\r
1055                <imageobject>\r
1056                   <imagedata scalefit="0" fileref="../media/2.png"/>\r
1057                </imageobject>\r
1058             </inlinemediaobject>) instead of the system default(<inlinemediaobject>\r
1059                <imageobject>\r
1060                   <imagedata scalefit="0" fileref="../media/1.png"/>\r
1061                </imageobject>\r
1062             </inlinemediaobject>). </para>\r
1063 \r
1064          <para>Thresholds <inlinemediaobject>\r
1065                <imageobject>\r
1066                   <imagedata scalefit="0" fileref="../media/3.png"/>\r
1067                </imageobject>\r
1068             </inlinemediaobject> and <inlinemediaobject>\r
1069                <imageobject>\r
1070                   <imagedata scalefit="0" fileref="../media/4.png"/>\r
1071                </imageobject>\r
1072             </inlinemediaobject> are both for BGSI but apply to different user profile groups.\r
1073             Threshold <inlinemediaobject>\r
1074                <imageobject>\r
1075                   <imagedata scalefit="0" fileref="../media/3.png"/>\r
1076                </imageobject>\r
1077             </inlinemediaobject> limits all patrons to a maximum of 12 items out, but <inlinemediaobject>\r
1078                <imageobject>\r
1079                   <imagedata scalefit="0" fileref="../media/4.png"/>\r
1080                </imageobject>\r
1081             </inlinemediaobject> provides an exception for the <guilabel>Board</guilabel>\r
1082             profile.</para>\r
1083 \r
1084 \r
1085          <tip>\r
1086             <para>Multi-branch libraries may create rules for the entire library system or for\r
1087                individual branches. Evergreen will use the most specific applicable rule.</para>\r
1088          </tip>\r
1089 \r
1090 \r
1091 \r
1092       </simplesect>\r
1093 \r
1094       <simplesect xml:id="lsa-group-create">\r
1095          <title>Creating local penalty thresholds</title>\r
1096         <indexterm><primary>group penalty thresholds</primary><secondary>creating local penalty thresholds</secondary></indexterm>\r
1097          <para>Local System Administrators can override the system defaults by creating local penalty\r
1098             thresholds for selected patron groups.</para>\r
1099 \r
1100          <procedure>\r
1101             <step>\r
1102                <para>Select <menuchoice>\r
1103                      <guimenu>Admin (-)</guimenu>\r
1104                      <guisubmenu>Local Administration</guisubmenu>\r
1105                      <guimenuitem>Group Penalty Thresholds</guimenuitem>\r
1106                   </menuchoice>.</para>\r
1107 \r
1108 \r
1109             </step>\r
1110 \r
1111             <step>\r
1112                <informalfigure>\r
1113                   <para>Click <guibutton>New Penalty Threshold</guibutton>. </para>\r
1114                   <para>\r
1115                      <mediaobject>\r
1116                         <alt>group penalty threshold interface</alt>\r
1117                         <imageobject>\r
1118                            <imagedata scalefit="0" fileref="../media/lsa-group-2.png"/>\r
1119                         </imageobject>\r
1120 \r
1121 \r
1122                      </mediaobject>\r
1123                   </para>\r
1124                </informalfigure>\r
1125             </step>\r
1126 \r
1127             <step>\r
1128                <informalfigure>\r
1129                   <para>The new penalty pop-up appears. Complete all fields and click\r
1130                         <guibutton>Save</guibutton>. </para>\r
1131                   <para>\r
1132                      <mediaobject>\r
1133                         <alt>new penalty threshold form</alt>\r
1134                         <imageobject>\r
1135                            <imagedata scalefit="0" fileref="../media/lsa-group-3.png"/>\r
1136                         </imageobject>\r
1137 \r
1138 \r
1139                      </mediaobject>\r
1140                   </para>\r
1141                   <para>\r
1142                      <inlinemediaobject>\r
1143                         <imageobject>\r
1144                            <imagedata scalefit="0" fileref="../media/1.png"/>\r
1145                         </imageobject>\r
1146                      </inlinemediaobject>\r
1147                      <guilabel> Group</guilabel> - the profile group to which the rule applies.\r
1148                      Selecting <guilabel>Patrons</guilabel> includes all profiles below it in the\r
1149                      user hierarchy.</para>\r
1150 \r
1151 \r
1152                   <para>\r
1153                      <inlinemediaobject>\r
1154                         <imageobject>\r
1155                            <imagedata scalefit="0" fileref="../media/2.png"/>\r
1156                         </imageobject>\r
1157                      </inlinemediaobject>\r
1158                      <guilabel> Org Unit</guilabel> - multi-branch libraries may create rules for\r
1159                      individual branches or the entire library system.</para>\r
1160 \r
1161 \r
1162                   <para>\r
1163                      <inlinemediaobject>\r
1164                         <imageobject>\r
1165                            <imagedata scalefit="0" fileref="../media/3.png"/>\r
1166                         </imageobject>\r
1167                      </inlinemediaobject>\r
1168                      <guilabel> Penalty</guilabel> - select\r
1169                         <guilabel>PATRON_EXCEEDS_CHECKOUT_COUNT</guilabel>,\r
1170                         <guilabel>PATRON_EXCEEDS_OVERDUE_COUNT</guilabel>, or\r
1171                         <guilabel>PATRON_EXCEEDS_FINES</guilabel></para>\r
1172                </informalfigure>\r
1173             </step>\r
1174 \r
1175             <step>\r
1176                <informalfigure>\r
1177                   <para>After clicking <guibutton>Save</guibutton> the new threshold appears with\r
1178                      the defaults. Evergreen always gives precedence to local settings (in\r
1179                      this example, BSP). </para>\r
1180                   <para>\r
1181                      <mediaobject>\r
1182                         <alt>group penalty threshold interface</alt>\r
1183                         <imageobject>\r
1184                            <imagedata scalefit="0" fileref="../media/lsa-group-4.png"/>\r
1185                         </imageobject>\r
1186                      </mediaobject>\r
1187                   </para>\r
1188                </informalfigure>\r
1189             </step>\r
1190          </procedure>\r
1191       </simplesect>\r
1192       <simplesect>\r
1193          <title>Deleting or editing local penalty thresholds</title>\r
1194         <informalfigure>\r
1195             <para>To delete a local threshold select the row to remove and click <guibutton>Delete\r
1196                   Selected</guibutton>. The threshold is removed immediately without further\r
1197                confirmation.</para>\r
1198             <para>\r
1199                <mediaobject>\r
1200                   <alt>screenshot of staff client</alt>\r
1201                   <imageobject>\r
1202                      <imagedata scalefit="0" fileref="../media/lsa-group-5.png"/>\r
1203                   </imageobject>\r
1204                </mediaobject>\r
1205             </para>\r
1206          </informalfigure>\r
1207          <informalfigure>\r
1208             <para>To edit a local threshold, double-click the desired row to open the pop-up form.\r
1209                Edit the form and click <guibutton>Save</guibutton>. New settings take effect\r
1210                immediately.</para>\r
1211             <para>\r
1212                <mediaobject>\r
1213                   <alt>screenshot of staff client</alt>\r
1214                   <imageobject>\r
1215                      <imagedata scalefit="0" fileref="../media/lsa-group-6.png"/>\r
1216                   </imageobject>\r
1217                </mediaobject>\r
1218             </para>\r
1219          </informalfigure>\r
1220      </simplesect>\r
1221    </section>\r
1222    <section xml:id="lsa-statcat">\r
1223       <info>\r
1224          <title>Statistical Categories Editor</title>\r
1225         <indexterm><primary>statistical categories editor</primary></indexterm>\r
1226       </info>\r
1227       <para>This is where you configure your statistical categories (stat cats).  Stat cats are a\r
1228          way to save and report on additional information that doesn’t fit elsewhere in Evergreen's\r
1229          default records.  It is possible to have stat cats for copies or patrons.  </para>\r
1230 \r
1231       <procedure>\r
1232          <step>\r
1233             <para>Select <menuchoice>\r
1234                   <guimenu>Admin (-)</guimenu>\r
1235                   <guisubmenu>Local Administration</guisubmenu>\r
1236                   <guimenuitem>Statistical Categories Editor</guimenuitem>\r
1237                </menuchoice>.</para>\r
1238          </step>\r
1239          <step>\r
1240             <informalfigure>\r
1241                <para>To create a new stat cat, enter the name of the stat cat, select if you want\r
1242                      <guilabel>OPAC Visiblity</guilabel>, and select either\r
1243                      <guimenuitem>patron</guimenuitem> or <guimenuitem>copy</guimenuitem> from the\r
1244                      <guimenu>Type</guimenu> dropdown menu.  </para>\r
1245                <para>\r
1246                   <mediaobject>\r
1247                      <alt>screenshot of staff client</alt>\r
1248                      <imageobject>\r
1249                         <imagedata width="100%" scalefit="1" fileref="../media/lsa-25.jpg"/>\r
1250                      </imageobject>\r
1251                   </mediaobject>\r
1252                </para>\r
1253             </informalfigure>\r
1254          </step>\r
1255       </procedure>\r
1256       <formalpara>\r
1257          <title>Copy Stat Cats</title>\r
1258         <indexterm><primary>copy stat cats</primary></indexterm>\r
1259          <para>The image above shows some examples of copy stat cats. You would see these when\r
1260             editing items in the <guilabel>Copy Editor</guilabel>, also known as the <guilabel>Edit\r
1261                Item Attributes</guilabel> screen. You might use copy stat cats to track books you\r
1262             have bought from a specific vendor, or donations. </para>\r
1263       </formalpara>\r
1264 \r
1265       <informalfigure>\r
1266          <para>This is what the copy stat cat looks like in the <guilabel>Copy\r
1267             Editor</guilabel>.</para>\r
1268          <para>\r
1269             <mediaobject>\r
1270                <alt>screenshot of staff client</alt>\r
1271                <imageobject>\r
1272                   <imagedata width="100%" scalefit="1" fileref="../media/lsa-26.jpg"/>\r
1273                </imageobject>\r
1274 \r
1275             </mediaobject>\r
1276          </para>\r
1277       </informalfigure>\r
1278       <informalfigure>\r
1279          <formalpara>\r
1280             <title>Patron stat cats</title>\r
1281                 <indexterm><primary>patron stat cats</primary></indexterm>\r
1282             <para>Below are some examples of patron stat cats.  Patron stat cats can be used to keep\r
1283                track of information like the high school a patron attends, or the home library for a\r
1284                consortium patron, e.g. Interlink. You would see these in the fifth screen of patron\r
1285                registration/edit patron.  </para>\r
1286          </formalpara>\r
1287          <para>\r
1288             <mediaobject>\r
1289                <alt>screenshot of staff client</alt>\r
1290                <imageobject>\r
1291                   <imagedata width="100%" scalefit="1" fileref="../media/lsa-27.jpg"/>\r
1292                </imageobject>\r
1293             </mediaobject>\r
1294          </para>\r
1295       </informalfigure>\r
1296       <informalfigure>\r
1297          <para>This is what the patron stat cat looks like in the patron registration screen.  It\r
1298             looks very similar in the patron edit screen.</para>\r
1299          <para>\r
1300             <mediaobject>\r
1301                <alt>screenshot of staff client</alt>\r
1302                <imageobject>\r
1303                   <imagedata scalefit="0" fileref="../media/lsa-28.jpg"/>\r
1304                </imageobject>\r
1305             </mediaobject>\r
1306          </para>\r
1307       </informalfigure>\r
1308    </section>\r
1309   <section xml:id="fielddocumentation">\r
1310         <title>Field Documentation</title>\r
1311         <para>Field Documentation is custom field-level documentation that explains individual fields for\r
1312         library staff.  As of 2.0, the field documentation only is used in the Patron Registration screen.</para>\r
1313         <simplesect>\r
1314                 <title>Administering Field Documentation</title>\r
1315                 <indexterm><primary>field documentation</primary><secondary>administering field documentation</secondary></indexterm>\r
1316               <para>If their permission settings allow, staff members can create local field documentation.  This\r
1317               requires the ADMIN_FIELD_DOC permission.  The 'depth' at which that permission is applied, is the maximum\r
1318               level of the org tree at which the staff member will be able to create field documentation.</para>\r
1319               <procedure>\r
1320                  <step>\r
1321                     <para>In the staff client, select <menuchoice>\r
1322                           <guimenu>Admin</guimenu>\r
1323                           <guimenuitem>Local Administration</guimenuitem>\r
1324                           <guimenuitem>Field Documentation</guimenuitem>\r
1325                        </menuchoice></para>\r
1326                  </step>\r
1327                   <step>\r
1328                       <para>Click the <guibutton>New</guibutton> button.</para>\r
1329                   </step>\r
1330                   <step>\r
1331                     <para>Using the <guilabel>fm_class</guilabel> selector, select the database table for which you wish to create Field Documentation.  This will show all of the \r
1332                 existing Field Documentation for that table.</para>\r
1333                     <note><para>As of Evergreen 2.0, only the ILS User table is used anywhere in the Evergreen UI</para></note>\r
1334                  </step>\r
1335                   <step>\r
1336                       <para>Using the <guilabel>owner</guilabel> selector, select the topmost org unit at which you would like the field documentation to be available.</para>\r
1337                   </step>\r
1338                   <step>\r
1339                       <para>Using the <guilabel>field</guilabel> selector, select the field you wish to document.</para>\r
1340                   </step>          \r
1341                   <step>\r
1342                       <para>Enter your actual documentation in the <guilabel>string</guilabel> text box.</para>\r
1343                   </step>          \r
1344                   <step>\r
1345                       <para>Click <guibutton>Save</guibutton> to save your Field Documentation entry</para>\r
1346                   </step>\r
1347               </procedure>\r
1348               <note>\r
1349                  <para>To view field documentation for different tables, use the <guilabel>Class</guilabel> selector to filter the Field Documentation list</para>\r
1350               </note>\r
1351         </simplesect>\r
1352         <simplesect>\r
1353             <title>Patron Field Documentation</title>\r
1354             <indexterm><primary>field documentation</primary><secondary>patron field documentation</secondary></indexterm>\r
1355             <para>On the patron registration screen there are small boxes along the left hand side.  If a magnifying glass appears, you may click that magnifying \r
1356                 glass to retrieve the Field Documentation for that patron field.</para>\r
1357         </simplesect>\r
1358 </section>\r
1359 <xi:include href="admin-survey.xml"/>\r
1360    <section xml:id="lsa-cash-reports">\r
1361       <info>\r
1362          <title>Cash Reports</title>\r
1363         <indexterm><primary>cash reports</primary></indexterm>\r
1364       </info>\r
1365       <procedure>\r
1366          <step>\r
1367 \r
1368             <para>Select <menuchoice>\r
1369                   <guimenu>Admin (-)</guimenu>\r
1370                   <guisubmenu>Local Administration</guisubmenu>\r
1371                   <guimenuitem>Cash Reports</guimenuitem>\r
1372                </menuchoice>.</para>\r
1373          </step>\r
1374          <step>\r
1375             <informalfigure>\r
1376                <para>Select the start date and the end date that you wish to run a cash report for.\r
1377                    You can either enter the date in the YYYY-MM-DD format, or click on the calendar\r
1378                   icon to use the calendar widget.  </para>\r
1379                <para>\r
1380                   <mediaobject>\r
1381                      <alt>screenshot of staff client</alt>\r
1382                      <imageobject>\r
1383                         <imagedata scalefit="0" fileref="../media/lsa-32.jpg"/>\r
1384                      </imageobject>\r
1385                   </mediaobject>\r
1386                </para>\r
1387             </informalfigure>\r
1388          </step>\r
1389          <step>\r
1390             <para>Select your library from the drop down menu.  Click <guibutton>Go</guibutton>.\r
1391                 </para>\r
1392          </step>\r
1393          <step>\r
1394             <informalfigure>\r
1395                <para>The output will show cash, check, and credit card payments.  It will also show\r
1396                   amounts for credits, forgiven payments, work payments and goods payments (i.e.\r
1397                   food for fines initiatives).  The output will look something like this:</para>\r
1398                <para>\r
1399                   <mediaobject>\r
1400                      <alt>screenshot of staff client</alt>\r
1401                      <imageobject>\r
1402                         <imagedata width="100%" scalefit="1" fileref="../media/lsa-33.jpg"/>\r
1403                      </imageobject>\r
1404 \r
1405                   </mediaobject>\r
1406                </para>\r
1407             </informalfigure>\r
1408          </step>\r
1409       </procedure>\r
1410       <tip>\r
1411          <para>By clicking on the hyperlinked column headers (i.e. <guilabel>workstation</guilabel>,\r
1412                <guilabel>cash_payment</guilabel>, <guilabel>check_payment</guilabel>, etc.) it is\r
1413             possible to sort the columns to order the payments from smallest to largest, or largest\r
1414             to smallest, or to group the workstation names.  </para>\r
1415       </tip>\r
1416    </section>\r
1417 </chapter>\r