change a "warning" to a "caution".
[working/Evergreen.git] / 1.6 / admin / serveradministration.xml
1 <?xml version='1.0' encoding='UTF-8'?>\r
2 <chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministration">\r
4         <info>\r
5                 <title>Server Administration</title>\r
6                 <abstract>\r
7                         <para>Administration of Evergreen involves configuration done from both the Staff Client as well a \r
8                         the command line. The goal of this chapter is to provide you with the procedures to help \r
9                         you optimize your Evergreen system.</para>\r
10                 </abstract>\r
11         </info>\r
12         <section xml:id="orgunitsandtypes">\r
13                 <title>Organizational Unit Types and Organizational Units</title>\r
14                 <simplesect xml:id="orgtypes">\r
15                         <title>Organizational Unit Types</title>\r
16                         <para>Organizational Unit Types are the terms used to refer to levels in the hierarchy of your \r
17                         library system(s). Examples could include>All-Encompassing Consortium, Consortium Within a \r
18                         Consortium, Library System, Branch, Bookmobile, Sub-Branch, Twig, etc.</para>\r
19                         <para>You can add or remove organizational unit types, and rename them as needed to match the \r
20                         organizational hierarchy that exists in reality for the libraries using your installation of \r
21                         Evergreen. Evergreen can support organizations as simple as a single library with one or more \r
22                         branches or as complex as a consortium composed of many independently governed library \r
23                         systems. Organizational unit types should never have proper names since they are only generic types .</para>\r
24                         <para>The fields in the organizational unit type record include:</para>\r
25                         <itemizedlist>\r
26                                 <listitem>Type Name - The name of the organization unit type.</listitem>\r
27                                 <listitem>Opac Label - This is the label displayed in the OPAC to describe the search \r
28                                 range and the copy count columns for results. They are <emphasis>range \r
29                                 relative</emphasis> labels.</listitem>\r
30                                 \r
31                                 <listitem>Parent Type - The parent organizational unit type of this type.</listitem>\r
32                                 <listitem>Can Have Volumes - Flag that allows an organizational unit of this type to contain \r
33                                 Volumes/Call Numbers and thus Copies.</listitem>\r
34                                 <listitem>Can Have Users - Flag that allows an Organizational unit of this type to be home to \r
35                                 Users.</listitem>\r
36                         </itemizedlist>\r
37                         <para>An organizational unit type can be added, edited, or removed using  the staff client.</para>\r
38                         <para>To navigate to the <emphasis>Organization Unit Types</emphasis> from the staff client select  \r
39                                         <menuchoice>\r
40                                                 <guimenu>Admin</guimenu>  \r
41                                                 <guisubmenu>Server Administration</guisubmenu>\r
42                                                   <guisubmenu>Organization Types</guisubmenu>\r
43                                         </menuchoice>\r
44                         </para>\r
45                         <procedure>\r
46                                 <title>Adding Organization Types</title>\r
47                                 <step><para>Select an organization type from the organization type tree on the left and \r
48                                 click <guibutton>New Child</guibutton>.</para></step>\r
49                                 <step><para>Make sure your new type is selected and edit the <guilabel>Type Name</guilabel>, \r
50                                 <guilabel>OPAC Label</guilabel> and <guilabel>Parent Type</guilabel>.</para></step>\r
51                                 <step><para>Change the <guilabel>Parent Type</guilabel> if necessary.</para></step>\r
52                                 <step><para>Check the <guilabel>Can Have Volumes and Copies</guilabel> checkbox if the \r
53                                 organization units of this type will have volumes and copies assigned to it.</para></step>\r
54                                 <step><para>Check the <guilabel>Can Have Users</guilabel> checkbox if you will allow users \r
55                                 to be have the organization units of this type as their home unit.</para></step>\r
56                                 <step><para>Click <guibutton>Save</guibutton> to save your new organization type.\r
57                                 </para></step>  \r
58                         </procedure>\r
59                         <procedure>\r
60                                 <title>Deleting Organization Types</title>\r
61                                 <step><para>Select the <emphasis>organization type</emphasis> from the <emphasis>Organization Type</emphasis> \r
62                                 tree.</para></step>\r
63                                 <step><para>Click <guibutton>Delete</guibutton>.</para></step>\r
64                                 <step><para>Click <guibutton>OK</guibutton> on the warning alert box.</para></step>\r
65                                 <note>\r
66                                         <para>You will not be able to delete organization types if organization units are \r
67                                         assigned to that type. Before you can delete the organization \r
68                                         Type, you must change the organization type of the units associated with the type \r
69                                         or delete the units.</para>\r
70                                 </note>\r
71                         </procedure>\r
72                         <procedure>\r
73                                 <title>Editing Organization Types</title>\r
74                                 <step><para>Select the <emphasis>organization type</emphasis> you wish to edit from the \r
75                                 organization type tree.</para></step>\r
76                                 <step><para>Make the changes in the right pane.</para></step>\r
77                                 <step><para>Click <guibutton>Save</guibutton> to save your changes.</para></step>\r
78                         </procedure>\r
79                 </simplesect>\r
80         \r
81                 <simplesect xml:id="orgunits">\r
82                 <title>Organizational Units</title>\r
83                 <abstract>\r
84                 <para>Organizational Units are the specific instances of the organization unit types that \r
85                 make up your library's hierarchy. These can include  consortia, systems, branches, \r
86                 etc. The organizational units should have distictive proper names such as \r
87                 <emphasis>Main Street Branch</emphasis> or <emphasis>Townsville Campus</emphasis>.</para>\r
88                 </abstract>\r
89                 <para>To navigate to the organizational units adminstration page in the staff client select  \r
90                         <menuchoice>\r
91                                 <guimenu>Admin</guimenu>  \r
92                                 <guisubmenu>Server Administration</guisubmenu>\r
93                                 <guisubmenu>Organizational Units</guisubmenu>\r
94                         </menuchoice>\r
95                 </para>\r
96                 <procedure>\r
97                         <title>Adding Organizational Units</title>\r
98                         <step><para>Select an <emphasis>Organizational Unit</emphasis> from the organizational unit tree on the left and click \r
99                         <guibutton>New Child</guibutton>.</para></step>\r
100                         <step><para>Make sure your new unit is selected and edit the <guilabel>Organizational Unit \r
101                         Name</guilabel>, <guilabel>Organizational Unit Policy Code</guilabel>, \r
102                         <guilabel>Main Email Address</guilabel> and <guilabel>Main Phone Number</guilabel>.</para>\r
103                         <note>\r
104                                 <para>The <emphasis>Organizational Unit Name</emphasis> is the name that will appear in the \r
105                                 OPAC. The <emphasis>Policy Code</emphasis> is used by the system to associate policies and \r
106                                 copies with the unit.</para>\r
107                         </note>\r
108                         </step>\r
109                         <step><para>Select the <guilabel>Organization Unit Type</guilabel> and \r
110                         <guilabel>Parent Organization Unit</guilabel>.</para></step>\r
111                         <step><para>Check the <guilabel>Can Have Volumes and Copies</guilabel> checkbox if the \r
112                         organization units of this type will have volumes and copies assigned to it.</para></step>\r
113                         <step><para>Check the <guilabel>OPAC Visible</guilabel> checkbox if you want this location to be \r
114                         visible in the OPAC for searching.</para></step>\r
115                         <step><para>Click <guibutton>Save</guibutton> to save your new organizational unit.</para></step>       \r
116                 </procedure>\r
117                 <procedure>\r
118                         <title>Deleting Organizational Units</title>\r
119                         <step><para>Select the <emphasis>organizational unit</emphasis> you wish to delete from the organzational unit tree in the left pane.</para></step>\r
120                         <step><para>Click<guibutton>Delete</guibutton>.</para></step>\r
121                         <step><para>Click <guibutton>OK</guibutton> on the warning alert box.</para></step>\r
122                         <note>\r
123                                 <para>You will not be able to delete organizational units if you have \r
124                                 users, workstations or copies assigned to the unit. Before you can delete the \r
125                                 organizational unit, you must move its users, workstations, copies and other associated resources to other \r
126                                 organizational units units.</para>\r
127                         </note>\r
128                 </procedure>\r
129                 <procedure>\r
130                         <title>Editing Organizational Units</title>\r
131                         <step><para>Select the organizational unit you wish to edit from the \r
132                         organizational unit tree in the left pane.</para></step>\r
133                         <step><para>Edit the fields in the right pane.</para></step>\r
134                         <step><para>Click <guibutton>Save</guibutton> to save your changes.</para></step>\r
135                 </procedure>\r
136                 \r
137                 </simplesect>\r
138                 <simplesect xml:id="server-hours">\r
139                       <info>\r
140                          <title>Library Hours of Operation</title>\r
141                       </info>\r
142 \r
143                       <para>Local System Administrators can use the <guilabel>Organizational Units</guilabel> interface to set the library's hours of operation. These are regular weekly hours;\r
144                          holiday and other closures are recorded in the <link linkend="lsa-closed">Closed Dates\r
145                             Editor</link>.</para>\r
146 \r
147                       <para>Hours of operation and closed dates affect due dates and overdue fines.</para>\r
148 \r
149                       <itemizedlist>\r
150                          <listitem>\r
151                             <formalpara>\r
152                                <title>Due dates</title>\r
153                                <para>Due dates that would fall on closed days are automatically pushed forward to\r
154                                   the next open day. Likewise, if an item is checked out at 8pm, for example, and\r
155                                   would normally be due on a day when the library closes before 8pm, Evergreen\r
156                                   pushes the due date forward to the next open day.</para>\r
157                             </formalpara>\r
158                          </listitem>\r
159                          <listitem>\r
160                             <formalpara>\r
161                                <title>Overdue fines</title>\r
162                                <para>Overdue fines are not charged on days when the library is closed.</para>\r
163                             </formalpara>\r
164                          </listitem>\r
165                       </itemizedlist>\r
166 \r
167                         <para>To review or edit your library's hours of operation,</para>\r
168 \r
169 \r
170               <procedure>\r
171 \r
172                  <step>\r
173                     <para>Open the <guilabel>Organizational Units</guilabel> interface as described in the steps\r
174                           <link linkend="server-main">above</link>.</para>\r
175                  </step>\r
176                  <step>\r
177                     <informalfigure>\r
178                        <para>Click the <guilabel>Hours of\r
179                              Operation</guilabel> tab.</para>\r
180                        <para>\r
181                           <mediaobject>\r
182                              <alt>organizational units, main settings</alt>\r
183                              <imageobject>\r
184                                 <imagedata scalefit="0" fileref="../media/server-4.png"/>\r
185                              </imageobject>\r
186                           </mediaobject>\r
187                        </para>\r
188                     </informalfigure>\r
189                  </step>\r
190 \r
191                  <step>\r
192                     <informalfigure>\r
193                        <para>Review your library's weekly hours, editing as necessary. To set a closed day\r
194                           click the corresponding <guibutton>Closed</guibutton> button. Closed days (Monday\r
195                           and Sunday in the example below) have open and close times of 12:00\r
196                           AM.</para>\r
197                        <para>\r
198                           <mediaobject>\r
199                              <alt>hours of operation interface</alt>\r
200                              <imageobject>\r
201                                 <imagedata scalefit="0" fileref="../media/server-5.png"/>\r
202                              </imageobject>\r
203                           </mediaobject>\r
204                        </para>\r
205                     </informalfigure>\r
206                  </step>\r
207 \r
208                  <step>\r
209                     <para>Click <guibutton>Save</guibutton> to record any changes</para>\r
210                  </step>\r
211 \r
212 \r
213               </procedure>\r
214 \r
215          </simplesect>\r
216 \r
217 \r
218            <simplesect xml:id="server-addresses">\r
219               <info>\r
220                  <title>Library Addresses</title>\r
221               </info>\r
222 \r
223               <para>Addresses set in <menuchoice>\r
224                     <guimenu>Admin (-)</guimenu>\r
225                     <guisubmenu>Server Administrations</guisubmenu>\r
226                     <guimenuitem>Organizational Units</guimenuitem>\r
227                  </menuchoice> appear in patron email notifications, hold slips, and transit slips. Local\r
228                  System Adminstrators should ensure that the <guilabel>Physical</guilabel>,\r
229                     <guilabel>Holds</guilabel>, and <guilabel>Mailing</guilabel> addresses are set\r
230                  correctly.</para>\r
231 \r
232               <procedure>\r
233 \r
234                  <step>\r
235                     <para>Open the <guilabel>Organizational Units</guilabel> interface as described in the <link\r
236                           linkend="server-main">previous simplesect</link>.</para>\r
237                  </step>\r
238                  <step>\r
239                     <informalfigure>\r
240                        <para>Click the\r
241                              <guilabel>Addresses</guilabel> tab.</para>\r
242                        <para>\r
243                           <mediaobject>\r
244                              <alt>organizational units, main settings</alt>\r
245                              <imageobject>\r
246                                 <imagedata scalefit="0" fileref="../media/server-6.png"/>\r
247                              </imageobject>\r
248                           </mediaobject>\r
249                        </para>\r
250                     </informalfigure>\r
251                  </step>\r
252 \r
253                  <step>\r
254                    \r
255                        <para>There are four address tabs: <guilabel>Physical</guilabel>,\r
256                              <guilabel>Holds</guilabel>, <guilabel>Mailing</guilabel>, and\r
257                              <guilabel>ILL</guilabel>. Sitka Support recommends setting the first three at a\r
258                           minimum.  The <guilabel>Holds Address</guilabel> appears on transit slips when items are sent to fulfill holds at another branch.</para>\r
259                       \r
260                    \r
261                  </step>\r
262 \r
263                  <step>\r
264                     <para>Click <guibutton>Save</guibutton> to record changes for each tab.</para>\r
265                  </step>\r
266 \r
267               </procedure>\r
268 \r
269               <note>\r
270                  <para>The <guilabel>Valid</guilabel> checkbox is an optional setting that does not affect\r
271                     current Evergreen functions, but the Sitka Support team recommends checking it for all\r
272                     correct addresses.</para>\r
273               </note>\r
274 \r
275            </simplesect>\r
276 \r
277         </section>\r
278         <section xml:id="relevancyrankings">\r
279                 <title>Adjusting Search Relevancy Rankings</title>\r
280                 <info>\r
281                         <abstract>\r
282                                 <para>This simplesect describes indexed field weighting and matchpoint weighting, which\r
283                                 control relevance ranking in Evergreen catalog search results. Adjusting relavancy can only be completed through access to the Evergreen database as of version 1.6.</para>\r
284                                 <tip>\r
285                                         <para>In tuning search relevance, it is good practice to make incremental\r
286                                         adjustments, capture search logs, and assess results before making further\r
287                                         adjustments. </para>\r
288                                 </tip>\r
289                         </abstract>\r
290                 </info>\r
291                 <simplesect>\r
292                         <title>Indexed-field Weighting</title>\r
293                         <para>Indexed-field weighting is configured in the Evergreen database in the weight column\r
294                         of the config.metabib_field table, which follows the other four columns in this table:\r
295                         field_class, name, xpath, and format.</para>\r
296                         <para>The following is one representative line from the config.metabib_field table:</para>\r
297                         <para> author | conference | //mods32:mods/mods32:name[@type='conference']/mods32:namePart[../mods32:role/mods32:roleTerm[text()='creator']] | mods32 | 1 ) </para>\r
298                         <para>The default value for index-field weights in config.metabib_field is 1. Adjust the\r
299                         weighting of indexed fields to boost or lower the relevance score for matches on that\r
300                         indexed field. The weight value may be increased or decreased by whole integers. </para>\r
301                         <para>For example, by increasing the weight of the title-proper field from 1 to 2, a search\r
302                         for <emphasis role="bold">jaguar</emphasis> would double the relevance  for the book titled\r
303                         <emphasis role="italic">Aimee and Jaguar</emphasis> than for a record with the term\r
304                         <emphasis role="bold">jaguar</emphasis> in another indexed field. </para>\r
305                 </simplesect>\r
306                 <simplesect>\r
307                         <title>Matchpoint Weighting</title>\r
308                         <para> Matchpoint weighting provides another way to fine-tune Evergreen relevance ranking,\r
309                         and is configured through floating-point multipliers in the multiplier column of the\r
310                         search.relevance_adjustment table.</para>\r
311                         <para> Weighting can be adjusted for one, more, or all multiplier fields in\r
312                         search.relevance_adjustment.</para>\r
313                         <para>You can adjust the following three matchpoints:</para> \r
314                         <itemizedlist>\r
315                         <listitem>\r
316                                 <para><indexterm><primary>first_word</primary></indexterm> boosts relevance if the query is \r
317                                 one term long and matches the first term in the indexed field (search for <emphasis \r
318                                 role="bold">twain</emphasis>, get a bonus for <emphasis role="bold">twain, mark</emphasis> \r
319                                 but not <emphasis role="bold">mark twain</emphasis>)</para>\r
320                         </listitem>\r
321                         <listitem>\r
322                                 <para><indexterm><primary>word_order</primary></indexterm> increases relevance for words \r
323                                 matching the order of search terms, so that the results for the search <emphasis \r
324                                 role="bold">legend suicide</emphasis> would match higher for the book <emphasis \r
325                                 role="italic">Legend of a Suicide</emphasis> than for the book, \r
326                                 <emphasis role="italic">Suicide Legend</emphasis></para>\r
327                         </listitem>\r
328                         <listitem>\r
329                                 <para><indexterm><primary>full_match</primary></indexterm> boosts relevance when the full \r
330                                 query exactly matches the entire indexed field (after space, case, and diacritics are \r
331                                 normalized). So a title search for <emphasis role="italic">The Future of Ice</emphasis> \r
332                                 would get a relevance boost above <emphasis role="italic">Ice>Ages of the \r
333                                 Future</emphasis>.</para>\r
334                         </listitem>\r
335                         </itemizedlist>\r
336                         <para> Here are the default settings of the search.relevance_adjustment table: </para>\r
337                         <table xml:id="search.relevance">\r
338                         <title>search.relevance_adjustment table</title>\r
339                         <tgroup cols="4">\r
340                                 <thead>\r
341                                         <row>\r
342                                                 <entry>field_class</entry>\r
343                                                 <entry>name</entry>\r
344                                                 <entry>bump_type</entry>\r
345                                                 <entry>multiplier</entry>\r
346                                         </row>\r
347                                 </thead>\r
348                                 <tbody>\r
349                                         <row>\r
350                                                 <entry>author</entry>\r
351                                                 <entry>conference</entry>\r
352                                                 <entry>first_word</entry>\r
353                                                 <entry>1.5</entry>\r
354                                         </row>\r
355                                         <row>\r
356                                                 <entry>author</entry>\r
357                                                 <entry>corporate</entry>\r
358                                                 <entry>first_word</entry>\r
359                                                 <entry>1.5</entry>\r
360                                         </row>\r
361                                         <row>\r
362                                                 <entry>author </entry>\r
363                                                 <entry>other </entry>\r
364                                                 <entry>first_word</entry>\r
365                                                 <entry>1.5</entry>\r
366                                         </row>\r
367                                         <row>\r
368                                                 <entry>author</entry>\r
369                                                 <entry>personal</entry>\r
370                                                 <entry>first_word</entry>\r
371                                                 <entry>1.5</entry>\r
372                                         </row>\r
373                                         <row>\r
374                                                 <entry>keyword</entry>\r
375                                                 <entry>keyword</entry>\r
376                                                 <entry>word_order</entry>\r
377                                                 <entry>10</entry>\r
378                                         </row>\r
379                                         <row>\r
380                                                 <entry>series</entry>\r
381                                                 <entry>seriestitle</entry>\r
382                                                 <entry>first_word</entry>\r
383                                                 <entry>1.5</entry>\r
384                                         </row>\r
385                                         <row>\r
386                                                 <entry>series</entry>\r
387                                                 <entry>seriestitle</entry>\r
388                                                 <entry>full_match</entry>\r
389                                                 <entry>20</entry>\r
390                                         </row>\r
391                                         <row>\r
392                                                 <entry>title</entry>\r
393                                                 <entry>abbreviated</entry>\r
394                                                 <entry>first_word</entry>\r
395                                                 <entry>1.5</entry>\r
396                                         </row>\r
397                                         <row>\r
398                                                 <entry>title</entry>\r
399                                                 <entry>abbreviated</entry>\r
400                                                 <entry>full_match</entry>\r
401                                                 <entry>20</entry>\r
402                                         </row>\r
403                                         <row>\r
404                                                 <entry>title</entry>\r
405                                                 <entry>abbreviated</entry>\r
406                                                 <entry>word_order</entry>\r
407                                                 <entry>10</entry>\r
408                                         </row>\r
409                                         <row>\r
410                                                 <entry>title</entry>\r
411                                                 <entry>alternative</entry>\r
412                                                 <entry>first_word</entry>\r
413                                                 <entry>1.5</entry>\r
414                                         </row>\r
415                                         <row>\r
416                                                 <entry>title</entry>\r
417                                                 <entry>alternative</entry>\r
418                                                 <entry>full_match</entry>\r
419                                                 <entry>20</entry>\r
420                                         </row>\r
421                                         <row>\r
422                                                 <entry>title</entry>\r
423                                                 <entry>alternative</entry>\r
424                                                 <entry>word_order</entry>\r
425                                                 <entry>10</entry>\r
426                                         </row>\r
427                                         <row>\r
428                                                 <entry>title</entry>\r
429                                                 <entry>proper</entry>\r
430                                                 <entry>first_word</entry>\r
431                                                 <entry>1.5</entry>\r
432                                         </row>\r
433                                         <row>\r
434                                                 <entry>title</entry>\r
435                                                 <entry>proper</entry>\r
436                                                 <entry>full_match</entry>\r
437                                                 <entry>20</entry>\r
438                                         </row>\r
439                                         <row>\r
440                                                 <entry>title</entry>\r
441                                                 <entry>proper</entry>\r
442                                                 <entry>word_order</entry>\r
443                                                 <entry>10</entry>\r
444                                         </row>\r
445                                         <row>\r
446                                                 <entry>title</entry>\r
447                                                 <entry>translated</entry>\r
448                                                 <entry>first_word</entry>\r
449                                                 <entry>1.5</entry>\r
450                                         </row>\r
451                                         <row>\r
452                                                 <entry>title</entry>\r
453                                                 <entry>translated</entry>\r
454                                                 <entry>full_match</entry>\r
455                                                 <entry>20</entry>\r
456                                         </row>\r
457                                         <row>\r
458                                                 <entry>title</entry>\r
459                                                 <entry>translated</entry>\r
460                                                 <entry>word_order</entry>\r
461                                                 <entry>10</entry>\r
462                                         </row>\r
463                                         <row>\r
464                                                 <entry>title</entry>\r
465                                                 <entry>uniform</entry>\r
466                                                 <entry>first_word</entry>\r
467                                                 <entry>1.5</entry>\r
468                                         </row>\r
469                                         <row>\r
470                                                 <entry>title</entry>\r
471                                                 <entry>uniform</entry>\r
472                                                 <entry>full_match</entry>\r
473                                                 <entry>20</entry>\r
474                                         </row>\r
475                                         <row>\r
476                                                 <entry>title</entry>\r
477                                                 <entry>uniform</entry>\r
478                                                 <entry>word_order</entry>\r
479                                                 <entry>10</entry>\r
480                                         </row>\r
481                                 </tbody>\r
482                         </tgroup>\r
483                         </table>\r
484                 </simplesect>\r
485                 <simplesect>\r
486                         <title>Combining Index Weighting and Matchpoint Weighting</title>\r
487                         <para>Index weighting and matchpoint weighting may be combined. The relevance boost of the combined \r
488                         weighting is equal to the product of the two multiplied values. </para>\r
489                         <para>If the relevance setting in the config.metabib_field were increased to 2, and the multiplier \r
490                         set to 1.2 in the search.relevance_adjustment table, the resulting matchpoint increase would be \r
491                         240%. </para>\r
492                         <note>\r
493                                 <para>In practice, these weights are applied serially -- first the index weight, then all \r
494                                 the matchpoint weights that apply -- because they are evaluated at different stages of the \r
495                                 search process.</para>\r
496                         </note>\r
497                 </simplesect>\r
498                 <simplesect>\r
499                         <title>Adjusting Relevancy for Keyword Searches</title>\r
500                         <para> Searching the out of the box <emphasis>keyword</emphasis> does not boost the ranking for terms appearing in, the title or subject fields since  there is just one \r
501                         keyword index which does not distinguish terms that appear in the title field from those in the notes field for example. In comparison, the title index is actually composed of \r
502                         a number of separate indexes: title|proper, title|uniform, title|alternative, title|translated, etc, that collectively form the title index. You can see this in the \r
503                         config.metabib_field table. The following procedure will add a keyword|title index so that terms found in the title field of an item are given more weight than terms in \r
504                         other fields. </para>\r
505                         <procedure>\r
506                                 <step>\r
507                                         <para>From the command line, access the PorstgreSQL command line interface</para>\r
508                                         <screen>psql -U evergreen</screen>\r
509                                 </step> \r
510                                 <step>\r
511                                         <para>Clone the title|proper index to create a keyword|title index</para>\r
512                                         <para>6 = the title|proper index</para>\r
513                                         <screen>INSERT INTO config.metabib_field \r
514                                         (field_class, name, xpath, weight,</screen>\r
515                                         <screen>format, search_field, facet_field)</screen>\r
516                                         <screen>SELECT 'keyword', 'title', xpath, weight, format,</screen> \r
517                                         <screen>search_field, facet_field</screen>\r
518                                         <screen>FROM config.metabib_field</screen>\r
519                                         <screen>WHERE id = 6;</screen>\r
520                                 </step>\r
521                                 <step>\r
522                                         <para>Populate the keyword|title index with a set of index entries cloned from the metabib.title_field_entry table;</para>\r
523                                         <para>6 = the title|proper index</para>\r
524                                         <screen>INSERT INTO metabib.keyword_field_entry (source, field, value)</screen>\r
525                                         <screen>SELECT source, 17, value (the field value, 17, field be different \r
526                                         in your database so you may need to check the \r
527                                         <emphasis>config.metabib_field</emphasis> for the id of your new index).</screen>\r
528                                         <screen>FROM metabib.title_field_entry</screen>\r
529                                         <screen>WHERE field = 6;</screen>\r
530                                 </step>\r
531                                 <step> \r
532                                         <para>Bump the relevance when the first search term appears first in the title in a keyword search.</para>\r
533                                         <para>17 = our new keyword|title index (This may be different in your database so you may need to check the <emphasis>config.metabib_field</emphasis> for the id \r
534                                         of your new index).</para>\r
535                                         <screen>INSERT INTO search.relevance_adjustment \r
536                                         (active, field, bump_type, multiplier)</screen>\r
537                                         <screen>VALUES (true, 17, 'first_word', 5); </screen>\r
538                                 </step>\r
539                                 <step>\r
540                                         <para>Boost the relevance for search terms appearing in the title in general</para>\r
541                                         <para>17 = our new keyword|title index (This may be different in your database so you may need to check the <emphasis>config.metabib_field</emphasis> for the id \r
542                                         of your new index).</para>\r
543                                         <screen>UPDATE config.metabib_field</screen>\r
544                                         <screen>SET weight = 10</screen>\r
545                                         <screen>WHERE id = 17;</screen>\r
546                                 </step>\r
547                         </procedure>  \r
548                 </simplesect> \r
549         </section>\r
550         <section xml:id="grouppermissions">\r
551                         <title>User and Group Permissions</title>\r
552                         <abstract>\r
553                         <para>It is essential to understand how user and group permissions can be used to allow staff \r
554                         to fulfil their roles while ensuring that they only have access to the appropriate level.</para> \r
555                         <para>Permissions in <application>Evergreen</application> are applied to a specific location and system depth based on the home \r
556                         library of the user. The user will only have that permission within the scope provided by the \r
557                         <emphasis>Depth</emphasis> field in relation to his/her working locations.</para> \r
558                         <para>Evergreen provides group application permissions in order to restrict which staff members \r
559                         have the ability to assign elevated permissions to a user, and which staff members have the ability \r
560                         to edit users in particular groups.</para>\r
561                 </abstract>\r
562                 <simplesect>\r
563                         <title>User Permissions</title>\r
564                         <tip><para>Ihe User permissions editor allows an administrator to set up permission fopr an individual user. However, In most cases, permissions can be controlled more \r
565                         efficiently at the group level with individuals being assigned to specific groups based on their roles in the library.</para></tip> \r
566                         <para>To open the user permission editor, select <menuchoice><guimenu>Admin</guimenu>  \r
567                         <guisubmenu>User Permission Editor</guisubmenu></menuchoice>. Type the user's barcode when prompted.</para>   \r
568                         <simplesect>\r
569                                 <title>Working Locations</title>\r
570                                 <para>The first simplesect of the User Permission Editor is the the Working Locations \r
571                                 simplesect.  You may select more than one working location for a user. This will effect \r
572                                 the availability of certain permissions which are dependent on the user having the working location.</para>     \r
573                         </simplesect>\r
574                         <simplesect>\r
575                                 <title>User Permission Settings</title>\r
576                                 <para>Below the working locations is the long list of all the permissions available on your \r
577                                 system. For each permission you can apply it by checking the \r
578                                 <emphasis>Applied</emphasis> check box. You can also select a depth to which the \r
579                                 permission is applied and also make the permission <emphasis>grantable</emphasis>, allowing \r
580                                 the user the ability to grant the permission to others.</para>\r
581                         </simplesect>   \r
582                 </simplesect>\r
583                 <simplesect>\r
584                         <title>Group Permissions</title>\r
585                         <para>Most permissions should be assigned at the group level. Here you can create new \r
586                         groups based on the roles and responsibilities of the users in your system. Staff will be able to \r
587                         assign users to these groups when they register patrons.</para> \r
588                         <tip><para>It is a good idea to create your groups soon after creating your organizational units.\r
589                         It is also imprtaant to give careful consideration to the hierarchy of your groups to make \r
590                         permission assignment as efficient as possible.</para></tip> \r
591                         <para>To enter the <emphasis>Group Permission</emphasis> module from the staff client menu, select \r
592                         <menuchoice><guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu> \r
593                                 <guisubmenu>Permission Groups</guisubmenu></menuchoice></para>\r
594                         <procedure>\r
595                                 <title>Adding Groups</title>\r
596                                 <step><para>Select the <guibutton>Group Configuration</guibutton> tab if not \r
597                                 already selected in the right pane</para></step>\r
598                                 <step><para>Click <guibutton>New Child</guibutton></para></step>\r
599                                 <step><para>Enter a unique <guilabel>Group Name</guilabel></para></step>\r
600                                 <step><para>Enter a <guilabel>Description</guilabel></para></step>\r
601                                 <step><para>Select a <guilabel>Permission Interval</guilabel>. This will determine the \r
602                                 default expiry date of user account when you register patrons and select \r
603                                 their groups</para></step>\r
604                                 <step><para>Selecting an <guilabel>Editing Permission</guilabel> will determine the group level the user will have for editing other users.</para></step>\r
605                                 <step><para>Select the <guilabel>Parent Group</guilabel> for the group.</para>\r
606                                 <note><para>The group will inherit its parent group's permissions so it is unecessary to assign permissions already inherited from its parent.</para></note></step>\r
607                                 <step><para>Click the <guibutton>Save</guibutton> button.</para></step> \r
608                         </procedure>\r
609                         <procedure>\r
610                                 <title>Deleting Groups</title>\r
611                                 <step><para>Select the group you wish to delete from the group tree on \r
612                                 left pane.</para></step>\r
613                                 <step><para>Click the <guibutton>Delete</guibutton> button.</para></step>\r
614                                 <step><para>Click on <guibutton>OK</guibutton>to verify.</para></step>\r
615                         </procedure>\r
616                         <procedure>\r
617                                 <title>Editing Groups</title>\r
618                                 <step><para>Select the group you wish to edit from the group tree on left pane.</para></step>\r
619                                 <step><para>Edit the fields you wish to change in the right pane.</para></step>\r
620                                 <step><para>Click on <guibutton>Save</guibutton> to save changes.</para></step> \r
621                         </procedure>\r
622                         <procedure>\r
623                                 <title>Adding Group Permissions</title>\r
624                                 <step><para>Select the <guibutton>Group Permissions</guibutton> tab on the right \r
625                                 pane</para></step>\r
626                                 <step><para>Click on <guibutton>New Mapping</guibutton>.</para></step>\r
627                                 <step><para>Select the permission you would like to add from the \r
628                                 <guibutton>Permission</guibutton> Select box.</para></step>\r
629                                 <step><para>Select the <guibutton>Depth</guibutton> you wish to set the \r
630                                 permission. This will determine if the group has the permission at a local level or across a\r
631                                 system, or consortium, or other organizational unit type.</para></step>\r
632                                 <step><para>check the <guibutton>Grantable</guibutton> check box to allow the user to \r
633                                 grant the permission to others.</para></step>\r
634                                 <step><para>Click <guibutton>Add Mapping</guibutton> to add the permission to the \r
635                                 group</para></step>\r
636                         </procedure>\r
637                         <procedure>\r
638                                 <title>Deleting Group Permissions</title>\r
639                                 <step><para>Select the group permission you wish to delete.</para></step>\r
640                                 <step><para>Click the <guibutton>Delete Selected</guibutton> button.</para></step>\r
641                                 <step><para>Click on <guibutton>OK</guibutton> to verify</para></step>\r
642                         </procedure>\r
643                         <procedure>\r
644                                 <title>Editing Group Permissions</title>\r
645                                 <step><para>Click on the <guilabel>Depth</guilabel> or <guilabel>Grantable</guilabel> \r
646                                 field for the permission setting you wish to change.</para></step>\r
647                                 <step><para>Make changes to other permissions in the same way.</para></step>\r
648                                 <step><para>Click <guibutton>Save Changes</guibutton> when you are finished all \r
649                                 the changes.</para></step>\r
650                         </procedure>\r
651                 </simplesect>\r
652                 <simplesect>\r
653                         <title>Permissions</title>\r
654                         <table xml:id="permissiondescriptions">\r
655                                 <title>Permissions Table</title>\r
656                                 <tgroup cols="2">\r
657                                         <thead>\r
658                                                 <row>\r
659                                                         <entry>Permission Name</entry>\r
660                                                         <entry>Permission Description</entry>\r
661                                                 </row>\r
662                                         </thead>\r
663                                         <tbody>\r
664                                                 <row>\r
665                                                         <entry>ABORT_REMOTE_TRANIST</entry>\r
666                                                         <entry>Allows user to abort a copy transit if the user is not at \r
667                                                         the transit source or destination</entry>\r
668                                                 </row>\r
669                                                 <row>\r
670                                                         <entry>ABORT_TRANSIT</entry>\r
671                                                         <entry>Allows user to abort a copy transit if the user is at the \r
672                                                         transit destination or source</entry>\r
673                                                 </row>\r
674                                                 <row>\r
675                                                         <entry>ASSIGN_WORK_ORG_UNIT </entry>\r
676                                                         <entry>Allows user to define where another staff member's \r
677                                                         permissions apply via the Permissions Editor interface.</entry>\r
678                                                 </row>\r
679                                                 <row>\r
680                                                         <entry>BAR_PATRON</entry>\r
681                                                         <entry>Allows user to bar a patron</entry>\r
682                                                 </row>\r
683                                                 <row>\r
684                                                         <entry>CANCEL_HOLDS</entry>\r
685                                                         <entry>Allows user to cancel holds</entry>\r
686                                                 </row>\r
687                                                 <row>\r
688                                                         <entry>CIRC_CLAIMS_RETURNED.override</entry>\r
689                                                         <entry>Allows user to check in/out an item that is claims \r
690                                                         returned</entry>\r
691                                                 </row>\r
692                                                 <row>\r
693                                                         <entry>CIRC_EXCEEDS_COPY_RANGE.override</entry>\r
694                                                         <entry>Allows user to override the copy exceeds range event</entry>\r
695                                                 </row>\r
696                                                 <row>\r
697                                                         <entry>CIRC_OVERRIDE_DUE_DATE</entry>\r
698                                                         <entry>Allows user to change due date</entry>\r
699                                                 </row>\r
700                                                 <row>\r
701                                                         <entry>CIRC_PERMIT_OVERRIDE</entry>\r
702                                                         <entry>Allows user to bypass the circ permit call for i\r
703                                                         checkout</entry>\r
704                                                 </row>\r
705                                                 <row>\r
706                                                         <entry>COPY_ALERT_MESSAGE.override</entry>\r
707                                                         <entry>Allows user to check in/out an item that has an alert \r
708                                                                 message</entry>\r
709                                                 </row>\r
710                                                 <row>\r
711                                                         <entry>COPY_BAD_STATUS.override</entry>\r
712                                                         <entry>Allows user to check out an item in a non-circulatable \r
713                                                         status</entry>\r
714                                                 </row>\r
715                                                 <row>\r
716                                                         <entry>COPY_CHECKIN</entry>\r
717                                                         <entry>Allows user to check in a copy</entry>\r
718                                                 </row>\r
719                                                 <row>\r
720                                                         <entry>COPY_CHECKOUT</entry>\r
721                                                         <entry>Allows user to check out a copy</entry>\r
722                                                 </row>\r
723                                                 <row>\r
724                                                         <entry>COPY_CIRC_NOT_ALLOWED.override</entry>\r
725                                                         <entry>Allows user to checkout an item that is marked as \r
726                                                         non-circ</entry>\r
727                                                 </row>\r
728                                                 <row>\r
729                                                         <entry>COPY_HOLDS</entry>\r
730                                                         <entry>Allows user to place a hold on a specific copy</entry>\r
731                                                 </row>\r
732                                                 <row>\r
733                                                         <entry>COPY_IS_REFERENCE.override</entry>\r
734                                                         <entry>Allows user to override the copy_is_reference event</entry>\r
735                                                 </row>\r
736                                         \r
737                                                 <row>\r
738                                                         <entry>COPY_NOT_AVAILABLE.override</entry>\r
739                                                         <entry>Allows user to force checkout of Missing/Lost type \r
740                                                         items</entry>\r
741                                                 </row>\r
742                                                 <row>\r
743                                                         <entry>COPY_STATUS_LOST.override</entry>\r
744                                                         <entry>Allows user to remove the lost status from a copy</entry>\r
745                                                 </row>\r
746                                                 <row>\r
747                                                         <entry>COPY_STATUS_MISSING.override</entry>\r
748                                                         <entry>Allows user to change the missing status on a copy</entry>\r
749                                                 </row>\r
750                                                 <row>\r
751                                                         <entry>COPY_TRANSIT_RECEIVE</entry>\r
752                                                         <entry>Allows user to close out a transit on a copy</entry>\r
753                                                 </row>\r
754                                                 <row>\r
755                                                         <entry>CREATE_BILL</entry>\r
756                                                         <entry>Allows user to create a new bill on a transaction</entry>\r
757                                                 </row>\r
758                                                 <row>\r
759                                                         <entry>CREATE_CONTAINER</entry>\r
760                                                         <entry>Allows user to create containers owned by other users \r
761                                                         (containers are Item Buckets, Volume Buckets, and Book Bags)</entry>\r
762                                                 </row>\r
763                                                 <row>\r
764                                                         <entry>CREATE_CONTAINER_ITEM</entry>\r
765                                                         <entry>Allows user to place an item in a container (even if the \r
766                                                         container is owned by other users).</entry>\r
767                                                 </row>\r
768                                                 <row>\r
769                                                         <entry>CREATE_COPY</entry>\r
770                                                         <entry>Allows user to create a new copy object</entry>\r
771                                                 </row>\r
772                                                 <row>\r
773                                                         <entry>CREATE_COPY_LOCATION</entry>\r
774                                                         <entry>Allows user to create a new copy location</entry>\r
775                                                 </row>\r
776                                                 <row>\r
777                                                         <entry>CREATE_COPY_NOTE</entry>\r
778                                                         <entry>Allows user to create a new copy note</entry>\r
779                                                 </row>\r
780                                                 <row>\r
781                                                         <entry>CREATE_COPY_STAT_CAT</entry>\r
782                                                         <entry>Allows user to create a statisitcal category for \r
783                                                         copies</entry>\r
784                                                 </row>\r
785                                                 <row>\r
786                                                         <entry>CREATE_COPY_STAT_CAT_ENTRY</entry>\r
787                                                         <entry>Allows user to create a new entry for a copy statistical \r
788                                                         category</entry>\r
789                                                 </row>\r
790                                                 <row>\r
791                                                         <entry>CREATE_COPY_STAT_CAT_ENTRY_MAP</entry>\r
792                                                         <entry>Allows user to link a copy to a statistical category \r
793                                                         (i.e., allows user to specify the appropriate entry for a copy and \r
794                                                         given statistical category)</entry>\r
795                                                 </row>\r
796                                                 <row>\r
797                                                         <entry>CREATE_COPY_TRANSIT</entry>\r
798                                                         <entry>Allows user to create a transit</entry>\r
799                                                 </row>\r
800                                                 <row>\r
801                                                         <entry>CREATE_DUPLICATE_HOLDS</entry>\r
802                                                         <entry>Allows user to create duplicate holds (e.g. two holds on the \r
803                                                         same title)</entry>\r
804                                                 </row>\r
805                                                 <row>\r
806                                                         <entry>CREATE_HOLD_NOTIFICATION</entry>\r
807                                                         <entry>Allows user to create new hold notifications</entry>\r
808                                                 </row>\r
809                                                 <row>\r
810                                                         <entry>CREATE_IN_HOUSE_USE</entry>\r
811                                                         <entry>Allows user to create a new in-house-use</entry>\r
812                                                 </row>\r
813                                                 <row>\r
814                                                         <entry>CREATE_MARC</entry>\r
815                                                         <entry>Allows user to create new MARC records</entry>\r
816                                                 </row>\r
817                                                 <row>\r
818                                                         <entry>CREATE_MY_CONTAINER</entry>\r
819                                                         <entry>Allows user to create containers for self (containers are \r
820                                                         Item Buckets, Volume Buckets, and Book Bags).</entry>\r
821                                                 </row>\r
822                                                 <row>\r
823                                                         <entry>CREATE_NON_CAT_TYPE</entry>\r
824                                                         <entry>Allows user to create a new non-cataloged item type</entry>\r
825                                                 </row>\r
826                                                 <row>\r
827                                                         <entry>CREATE_PATRON_STAT_CAT</entry>\r
828                                                         <entry>Allows user to create a new patron statistical \r
829                                                         category</entry>\r
830                                                 </row>\r
831                                                 <row>\r
832                                                         <entry>CREATE_PATRON_STAT_CAT_ENTRY</entry>\r
833                                                         <entry>Allows user to create a new possible entry for patron \r
834                                                         statistical categories</entry>\r
835                                                 </row>\r
836                                                 <row>\r
837                                                         <entry>CREATE_PATRON_STAT_CAT_ENTRY_MAP</entry>\r
838                                                         <entry>Allows user to link another user to a stat cat entry (i.e., \r
839                                                         specify the patron's entry for a given statistical category)</entry>\r
840                                                 </row>\r
841                                                 <row>\r
842                                                         <entry>CREATE_PAYMENT</entry>\r
843                                                         <entry>Allows user to record payments in the Billing \r
844                                                         Interface</entry>\r
845                                                 </row>\r
846                                                 <row>\r
847                                                         <entry>CREATE_TITLE_NOTE</entry>\r
848                                                         <entry>Allows user to create a new title note</entry>\r
849                                                 </row>\r
850                                                 <row>\r
851                                                         <entry>CREATE_TRANSACTION</entry>\r
852                                                         <entry>Allows user to create new billable transactions (these \r
853                                                         include checkouts and transactions created via the Bill Patron \r
854                                                         operation)</entry>\r
855                                                 </row>\r
856                                                 <row>\r
857                                                         <entry>CREATE_TRANSIT</entry>\r
858                                                         <entry>Allows user to place item in transit</entry>\r
859                                                 </row>\r
860                                                 <row>\r
861                                                         <entry>CREATE_USER</entry>\r
862                                                         <entry>Allows user to create another user</entry>\r
863                                                 </row>\r
864                                                 <row>\r
865                                                         <entry>CREATE_USER_GROUP_LINK</entry>\r
866                                                         <entry>Allows user to add other users to permission groups</entry>\r
867                                                 </row>\r
868                                                 <row>\r
869                                                         <entry>CREATE_VOLUME</entry>\r
870                                                         <entry>Allows user to create a volume</entry>\r
871                                                 </row>\r
872                                                 <row>\r
873                                                         <entry>CREATE_VOLUME_NOTE</entry>\r
874                                                         <entry>Allows user to create a new volume note</entry>\r
875                                                 </row>\r
876                                                 <row>\r
877                                                         <entry>DELETE_CONTAINER</entry>\r
878                                                         <entry>Allows user to delete containers (containers are Item Buckets, \r
879                                                         Volume Buckets, and Book Bags).</entry>\r
880                                                 </row>\r
881                                                 <row>\r
882                                                         <entry>DELETE_CONTAINER_ITEM</entry>\r
883                                                         <entry>Allows user to remove items from buckets and bookbags</entry>\r
884                                                 </row>\r
885                                                 <row>\r
886                                                         <entry>DELETE_COPY</entry>\r
887                                                         <entry>Allows user to delete a copy</entry>\r
888                                                 </row>\r
889                                                 <row>\r
890                                                         <entry>DELETE_COPY_LOCATION</entry>\r
891                                                         <entry>Allows user to delete a copy location</entry>\r
892                                                 </row>\r
893                                                 <row>\r
894                                                         <entry>DELETE_COPY_NOTE</entry>\r
895                                                         <entry>Allows user to delete copy notes</entry>\r
896                                                 </row>\r
897                                                 <row>\r
898                                                         <entry>DELETE_COPY_STAT_CAT</entry>\r
899                                                         <entry>Allows user to delete a copy statistical category</entry>\r
900                                                 </row>\r
901                                                 <row>\r
902                                                         <entry>DELETE_COPY_STAT_CAT_ENTRY</entry>\r
903                                                         <entry>Allows user to delete an entry for a copy statistical \r
904                                                         category</entry>\r
905                                                 </row>\r
906                                                 <row>\r
907                                                         <entry>DELETE_COPY_STAT_CAT_ENTRY_MAP</entry>\r
908                                                         <entry>Allows user to delete a copy stat cat entry map</entry>\r
909                                                 </row>\r
910                                                 <row>\r
911                                                         <entry>DELETE_NON_CAT_TYPE</entry>\r
912                                                         <entry>Allows user to delete a non cataloged type (the user still \r
913                                                         cannot deleted a non-cat type if any items of that type have \r
914                                                         circulated).</entry>\r
915                                                 </row>\r
916                                                 <row>\r
917                                                         <entry>DELETE_PATRON_STAT_CAT</entry>\r
918                                                         <entry>Allows user to delete a patron statistical category</entry>\r
919                                                 </row>\r
920                                                 <row>\r
921                                                         <entry>DELETE_PATRON_STAT_CAT_ENTRY</entry>\r
922                                                         <entry>Allows user to delete an entry for patron statistical \r
923                                                         categories</entry>\r
924                                                 </row>\r
925                                                 <row>\r
926                                                         <entry>DELETE_PATRON_STAT_CAT_ENTRY_MAP</entry>\r
927                                                         <entry>Allows user to remove a patron's entry for a given \r
928                                                         statistical category</entry>\r
929                                                 </row>\r
930                                                 <row>\r
931                                                         <entry>DELETE_RECORD</entry>\r
932                                                         <entry>Allows user to delete a bib record</entry>\r
933                                                 </row>\r
934                                                 <row>\r
935                                                         <entry>DELETE_TITLE_NOTE</entry>\r
936                                                         <entry>Allows user to delete title notes</entry>\r
937                                                 </row>\r
938                                                 <row>\r
939                                                         <entry>DELETE_USER</entry>\r
940                                                         <entry>Allows user to mark a user as deleted</entry>\r
941                                                 </row>\r
942                                                 <row>\r
943                                                         <entry>DELETE_VOLUME</entry>\r
944                                                         <entry>Allows user to delete a volume</entry>\r
945                                                 </row>\r
946                                                 <row>\r
947                                                         <entry>DELETE_VOLUME_NOTE</entry>\r
948                                                         <entry>Allows user to delete volume notes</entry>\r
949                                                 </row>\r
950                                                 <row>\r
951                                                         <entry>DELETE_WORKSTATION</entry>\r
952                                                         <entry>Allows user to remove an existing workstation so a new one \r
953                                                         can replace it</entry>\r
954                                                 </row>\r
955                                                 <row>\r
956                                                         <entry>EVERYTHING</entry>\r
957                                                         <entry> Every permssion is granted (for sysadmins and developers \r
958                                                         only!)</entry>\r
959                                                 </row>\r
960                                                 <row>\r
961                                                         <entry>HOLD_EXISTS.override</entry>\r
962                                                         <entry>Allows users to place multiple holds on a single \r
963                                                         copy/volume/title/metarecord (depending on hold type)</entry>\r
964                                                 </row>\r
965                                                 <row>\r
966                                                         <entry>IMPORT_MARC</entry>\r
967                                                         <entry>Allows user to import a MARC record via the z39.50 \r
968                                                         interface</entry>\r
969                                                 </row>\r
970                                                 <row>\r
971                                                         <entry>ITEM_AGE_PROTECTED.override</entry>\r
972                                                         <entry>Allows user to place a hold on an age-protected item</entry>\r
973                                                 </row>                                          <row>\r
974                                                         <entry>ITEM_ON_HOLDS_SHELF.override</entry>\r
975                                                         <entry>Allows user to check out an item that is on holds shelf for a \r
976                                                         different patron</entry>\r
977                                                 </row>\r
978                                                 <row>\r
979                                                         <entry>MAX_RENEWALS_REACHED.override</entry>\r
980                                                         <entry>Allows user to renew an item past the maximun renewal \r
981                                                         count</entry>\r
982                                                 </row>\r
983                                                 <row>\r
984                                                         <entry>MERGE_BIB_RECORDS</entry>\r
985                                                         <entry>Allows user to merge bib records and their associated data \r
986                                                         regardless of their bib/volume/copy level perms (in theory - as of \r
987                                                         1.2.2, users still must have VOLUME_UPDATE and UPDATE_VOLUME in \r
988                                                         order to merge records.</entry>\r
989                                                 </row>\r
990                                                 <row>\r
991                                                         <entry>MR_HOLDS</entry>\r
992                                                         <entry>Allows user to create a metarecord holds</entry>\r
993                                                 </row>\r
994                                                 <row>\r
995                                                         <entry>OFFLINE_EXECUTE</entry>\r
996                                                         <entry>Allows user to process an offline/standalone script \r
997                                                         batch</entry>\r
998                                                 </row>\r
999                                                 <row>\r
1000                                                         <entry>OFFLINE_UPLOAD </entry>\r
1001                                                         <entry>Allows user to upload an offline/standalone script</entry>\r
1002                                                 </row>\r
1003                                                 <row>\r
1004                                                         <entry>OFFLINE_VIEW</entry>\r
1005                                                         <entry>Allows user to view uploaded offline script information</entry>\r
1006                                                 </row>\r
1007                                                 <row>\r
1008                                                         <entry>OPAC_LOGIN</entry>\r
1009                                                         <entry>Allows user to login to the OPAC</entry>\r
1010                                                 </row>\r
1011                                                 <row>\r
1012                                                         <entry>patron_exceeds_checkout_count.override</entry>\r
1013                                                         <entry>Allow user to override checkout count failure</entry>\r
1014                                                 </row>\r
1015                                                 <row>\r
1016                                                         <entry>patron_exceeds_fines .override</entry>\r
1017                                                         <entry>Allow user to override fine amount checkout failure</entry>\r
1018                                                 </row>\r
1019                                                 <row>\r
1020                                                         <entry>patron_exceeds_overdue_count .override</entry>\r
1021                                                         <entry>Allow user to override overdue count failure</entry>\r
1022                                                 </row>\r
1023                                                 <row>\r
1024                                                         <entry>REGISTER_WORKSTATION</entry>\r
1025                                                         <entry>Allows user to register a new workstation</entry>\r
1026                                                 </row>\r
1027                                                 <row>\r
1028                                                         <entry>REMOTE_Z3950_QUERY</entry>\r
1029                                                         <entry>Allows user to perform z3950 queries against remote \r
1030                                                         servers</entry>\r
1031                                                 </row>\r
1032                                                 <row>\r
1033                                                         <entry>REMOVE_USER_GROUP_LINK</entry>\r
1034                                                         <entry>Allows user to remove other users from permission \r
1035                                                         groups</entry>\r
1036                                                 </row>\r
1037                                                 <row>\r
1038                                                         <entry>RENEW_CIRC</entry>\r
1039                                                         <entry>Allows user to renew items</entry>\r
1040                                                 </row>\r
1041                                                 <row>\r
1042                                                         <entry>RENEW_HOLD_OVERRIDE</entry>\r
1043                                                         <entry>Allows user to continue to renew an item even if it is \r
1044                                                         required for a hold.</entry>\r
1045                                                 </row>\r
1046                                                 <row>\r
1047                                                         <entry>REQUEST_HOLDS</entry>\r
1048                                                         <entry>Allows user to create holds for another user (if true, we \r
1049                                                         still check to make sure they have permission to make the type of \r
1050                                                         hold they are requesting, e.g. COPY_HOLDS)</entry>\r
1051                                                 </row>\r
1052                                                 <row>\r
1053                                                         <entry>RUN_REPORTS</entry>\r
1054                                                         <entry>Allows user to view the Reports Interface, create templates, \r
1055                                                         and run reports</entry>\r
1056                                                 </row>\r
1057                                                 <row>\r
1058                                                         <entry>SET_CIRC_CLAIMS_RETURNED</entry>\r
1059                                                         <entry>Allows user to mark an item as claimed returned</entry>\r
1060                                                 </row>\r
1061                                                 <row>\r
1062                                                         <entry>SET_CIRC_LOST</entry>\r
1063                                                         <entry>Allows user to mark an item as lost</entry>\r
1064                                                 </row>\r
1065                                                 <row>\r
1066                                                         <entry>SET_CIRC_MISSING</entry>\r
1067                                                         <entry>Allows user to mark an item as missing</entry>\r
1068                                                 </row>\r
1069                                                 <row>\r
1070                                                         <entry>SHARE_REPORT_FOLDER</entry>\r
1071                                                         <entry>Allows user to share Template/Report/Output folders via the \r
1072                                                         Reporting Interface</entry>\r
1073                                                 </row>\r
1074                                                 <row>\r
1075                                                         <entry>STAFF_LOGIN</entry>\r
1076                                                         <entry>Allows user to login to the staff client</entry>\r
1077                                                 </row>\r
1078                                                 <row>\r
1079                                                         <entry>TITLE_HOLDS</entry>\r
1080                                                         <entry> Allows user to place a hold at the title level</entry>\r
1081                                                 </row>\r
1082                                                 <row>\r
1083                                                         <entry>UNBAR_PATRON</entry>\r
1084                                                         <entry> Allows user to un-bar a patron</entry>\r
1085                                                 </row>\r
1086                                                 <row>\r
1087                                                         <entry>UPDATE_BATCH_COPY</entry>\r
1088                                                         <entry>Allows user to edit copies in batch</entry>\r
1089                                                 </row>\r
1090                                                 <row>\r
1091                                                         <entry>UPDATE_CONTAINER</entry>\r
1092                                                         <entry>Allows user to update another users Buckets or Book \r
1093                                                         Bags</entry>\r
1094                                                 </row>\r
1095                                                 <row>\r
1096                                                         <entry>UPDATE_COPY</entry>\r
1097                                                         <entry>Allows user to edit a copy</entry>\r
1098                                                 </row>\r
1099                                                 <row>\r
1100                                                         <entry>UPDATE_COPY_LOCATION</entry>\r
1101                                                         <entry>Allows user to edit a copy location</entry>\r
1102                                                 </row>\r
1103                                                 <row>\r
1104                                                         <entry>UPDATE_COPY_STAT_CAT</entry>\r
1105                                                         <entry>Allows user to change a copy statistical category</entry>\r
1106                                                 </row>\r
1107                                                 <row>\r
1108                                                         <entry>UPDATE_COPY_STAT_CAT_ENTRY</entry>\r
1109                                                         <entry>Allows user to change a copy statistical category entry</entry>\r
1110                                                 </row>\r
1111                                                 <row>\r
1112                                                         <entry>UPDATE_HOLD</entry>\r
1113                                                         <entry>Allows user to edit holds (such as change notification phone \r
1114                                                         number or pickup library, as well as retarget the hold and capture \r
1115                                                         an item for hold or pickup)</entry>\r
1116                                                 </row>\r
1117                                                 <row>\r
1118                                                         <entry>UPDATE_MARC</entry>\r
1119                                                         <entry>Allows user to edit a marc record</entry>\r
1120                                                 </row>\r
1121                                                 <row>\r
1122                                                         <entry>UPDATE_NON_CAT_TYPE</entry>\r
1123                                                         <entry>Allows user to update a non cataloged type</entry>\r
1124                                                 </row>\r
1125                                                 <row>\r
1126                                                         <entry>UPDATE_ORG_SETTING</entry>\r
1127                                                         <entry>Allows user to update an org unit setting</entry>\r
1128                                                 </row>\r
1129                                                 <row>\r
1130                                                         <entry>UPDATE_ORG_UNIT</entry>\r
1131                                                         <entry>Allows user to change org unit settings</entry>\r
1132                                                 </row>\r
1133                                                 <row>\r
1134                                                         <entry>UPDATE_PATRON_STAT_CAT</entry>\r
1135                                                         <entry>Allows user to change a patron statistical category (such as \r
1136                                                         renaming the category)</entry>\r
1137                                                 </row>\r
1138                                                 <row>\r
1139                                                         <entry>UPDATE_PATRON_STAT_CAT_ENTRY</entry>\r
1140                                                         <entry>Allows user to change a patron stat cat entry(such as \r
1141                                                         renaming the entry)</entry>\r
1142                                                 </row>\r
1143                                                 <row>\r
1144                                                         <entry>UPDATE_RECORD</entry>\r
1145                                                         <entry>Allows user to undelete a MARC record</entry>\r
1146                                                 </row>\r
1147                                                 <row>\r
1148                                                         <entry>UPDATE_USER</entry>\r
1149                                                         <entry>Allows user to edit a user's record</entry>\r
1150                                                 </row>\r
1151                                                 <row>\r
1152                                                         <entry>UPDATE_VOLUME</entry>\r
1153                                                         <entry>Allows user to edit volumes - needed for merging records. \r
1154                                                         This is a duplicate of VOLUME_UPDATE; user must have both \r
1155                                                         permissions at appropriate level to merge records.</entry>\r
1156                                                 </row>\r
1157                                                 <row>\r
1158                                                         <entry>VIEW_CIRCULATIONS</entry>\r
1159                                                         <entry>Allows user to see what another user has checked out</entry>\r
1160                                                 </row>\r
1161                                                 <row>\r
1162                                                         <entry>VIEW_CONTAINER</entry>\r
1163                                                         <entry>Allows user to view buckets and bookbags</entry>\r
1164                                                 </row>\r
1165                                                 <row>\r
1166                                                         <entry>VIEW_COPY_CHECKOUT_HISTORY</entry>\r
1167                                                         <entry>Allows user to view which users have checked out a given \r
1168                                                         copy</entry>\r
1169                                                 </row>\r
1170                                                 <row>\r
1171                                                         <entry>VIEW_COPY_NOTES</entry>\r
1172                                                         <entry>Allows user to view notes attached to a copy</entry>\r
1173                                                 </row>\r
1174                                                 <row>\r
1175                                                         <entry>VIEW_HOLD</entry>\r
1176                                                         <entry>Allows user to view another user's holds</entry>\r
1177                                                 </row>\r
1178                                                 <row>\r
1179                                                         <entry>VIEW_HOLD_NOTIFICATION</entry>\r
1180                                                         <entry>Allows user to view notifications attached to a hold</entry>\r
1181                                                 </row>\r
1182                                                 <row>\r
1183                                                         <entry>VIEW_HOLD_PERMIT</entry>\r
1184                                                         <entry>Allows user to see if another user has permission to place a \r
1185                                                         hold on a given copy</entry>\r
1186                                                 </row>\r
1187                                                 <row>\r
1188                                                         <entry>VIEW_PERM_GROUPS</entry>\r
1189                                                         <entry>Allows user to view permission groups.</entry>\r
1190                                                 </row>\r
1191                                                 <row>\r
1192                                                         <entry>VIEW_PERMISSION</entry>\r
1193                                                         <entry>Allows user to view user permissions within the user \r
1194                                                         permissions editor</entry>\r
1195                                                 </row>\r
1196                                                 <row>\r
1197                                                         <entry>VIEW_PERMIT_CHECKOUT</entry>\r
1198                                                         <entry>Allows user to see if another user can check out an item \r
1199                                                         (should be true for all staff)</entry>\r
1200                                                 </row>\r
1201                                                 <row>\r
1202                                                         <entry>VIEW_REPORT_OUTPUT</entry>\r
1203                                                         <entry>Allows user to view report output</entry>\r
1204                                                 </row>\r
1205                                                 <row>\r
1206                                                         <entry>VIEW_TITLE_NOTES</entry>\r
1207                                                         <entry>Allows user to view all notes attached to a title</entry>\r
1208                                                 </row>\r
1209                                                 <row>\r
1210                                                         <entry>VIEW_TRANSACTION</entry>\r
1211                                                         <entry>Allows user to see another users grocery/circ transactions \r
1212                                                         in the Bills Interface</entry>\r
1213                                                 </row>\r
1214                                                 <row>\r
1215                                                         <entry>VIEW_USER</entry>\r
1216                                                         <entry>Allows user to view another user's Patron Record</entry>\r
1217                                                 </row>\r
1218                                                 <row>\r
1219                                                         <entry>VIEW_USER_FINES_SUMMARY</entry>\r
1220                                                         <entry>Allows user to view bill details</entry>\r
1221                                                 </row>\r
1222                                                 <row>\r
1223                                                         <entry>VIEW_USER_TRANSACTIONS</entry>\r
1224                                                         <entry>*same as VIEW_TRANSACTION (duplicate perm)</entry>\r
1225                                                 </row>\r
1226                                                 <row>\r
1227                                                         <entry>VIEW_VOLUME_NOTES</entry>\r
1228                                                         <entry>Allows user to view all notes attached to a volume</entry>\r
1229                                                 </row>\r
1230                                                 <row>\r
1231                                                         <entry>VIEW_ZIP_DATA</entry>\r
1232                                                         <entry>Allows user to query the zip code data method</entry>\r
1233                                                 </row>\r
1234                                                 <row>\r
1235                                                         <entry>VOID_BILLING</entry>\r
1236                                                         <entry>Allows user to void a bill</entry>\r
1237                                                 </row>\r
1238                                                 <row>\r
1239                                                         <entry>VOLUME_HOLDS</entry>\r
1240                                                         <entry> Allows user to place a volume level hold</entry>\r
1241                                                 </row>\r
1242                                 \r
1243                                                 <row>\r
1244                                                         <entry>actor.org_unit.closed_date.create</entry>\r
1245                                                         <entry>Allows user to create a new closed date for a location</entry>\r
1246                                                 </row>\r
1247                                                 <row>\r
1248                                                         <entry>actor.org_unit.closed_date.delete</entry>\r
1249                                                         <entry>Allows user to remove a closed date interval for a given \r
1250                                                         location</entry>\r
1251                                                 </row>\r
1252                                                 <row>\r
1253                                                         <entry>actor.org_unit.closed_date.update</entry>\r
1254                                                         <entry>Allows user to update a closed date interval for a given \r
1255                                                         location</entry>\r
1256                                                 </row>\r
1257                                                 <row>\r
1258                                                         <entry>group_application.user</entry>\r
1259                                                         <entry>Allows user to add/remove users to/from the User group</entry>\r
1260                                                 </row>\r
1261                                                 <row>\r
1262                                                         <entry>group_application.user.patron</entry>\r
1263                                                         <entry>Allows user to add/remove users to/from the Patron \r
1264                                                         group</entry>\r
1265                                                 </row>\r
1266                                                 <row>\r
1267                                                         <entry>group_application.user.sip_client</entry>\r
1268                                                         <entry>Allows user to add/remove users to/from the SIP-Client \r
1269                                                         group</entry>\r
1270                                                 </row>\r
1271                                                 <row>\r
1272                                                         <entry>group_application.user.staff</entry>\r
1273                                                         <entry>Allows user to add/remove users to/from the Staff \r
1274                                                         group</entry>\r
1275                                                 </row>\r
1276                                                 <row>\r
1277                                                         <entry>group_application.user.staff.admin.global_admin</entry>\r
1278                                                         <entry>Allows user to add/remove users to/from the GlobalAdmin \r
1279                                                         group</entry>\r
1280                                                 </row>\r
1281                                                 <row>\r
1282                                                         <entry>group_application.user.staff.admin.lib_manager</entry>\r
1283                                                         <entry>Allows user to add/remove users to/from the LibraryManager \r
1284                                                         group</entry>\r
1285                                                 </row>\r
1286                                                 <row>\r
1287                                                         <entry>group_application.user.staff.admin.local_admin</entry>\r
1288                                                         <entry>Allows user to add/remove users to/from the LocalAdmin \r
1289                                                         group</entry>\r
1290                                                 </row>\r
1291                                                 <row>\r
1292                                                 <entry>group_application.user.staff.cat</entry>\r
1293                                                 <entry>Allows user to add/remove users to/from the Cataloger group</entry>\r
1294                                                 </row>\r
1295                                                 <row>\r
1296                                                         <entry>group_application.user.staff.cat.cat1</entry>\r
1297                                                         <entry>Allows user to add/remove users to/from the Cat1 group</entry>\r
1298                                                 </row>\r
1299                                                 <row>\r
1300                                                         <entry>group_application.user.staff.circ</entry>\r
1301                                                         <entry>Allows user to add/remove users to/from the Circulator \r
1302                                                         group</entry>\r
1303                                                 </row>\r
1304                                                 <row>\r
1305                                                         <entry>group_application.user.staff.supercat</entry>\r
1306                                                         <entry>Allows user to add/remove users to/from the Supercat \r
1307                                                         group</entry>\r
1308                                                 </row>\r
1309                                                 <row>\r
1310                                                         <entry>group_application.user.vendor</entry>\r
1311                                                         <entry>Allows user to add/remove users to/from the Vendor \r
1312                                                         group</entry>\r
1313                                                 </row>\r
1314                                                 <row>\r
1315                                                         <entry>money.collections_tracker.create</entry>\r
1316                                                         <entry>Allows user to put someone into collections</entry>\r
1317                                                 </row>\r
1318                                                 <row>\r
1319                                                         <entry>money.collections_tracker.delete</entry>\r
1320                                                         <entry>Allows user to take someone out of collections</entry>\r
1321                                                 </row>\r
1322                                         </tbody>\r
1323                                 </tgroup>\r
1324                         </table>        \r
1325                 </simplesect>\r
1326         </section>\r
1327         <section>\r
1328         <info>\r
1329 \r
1330         <title>Staff Accounts</title>\r
1331     </info>\r
1332 \r
1333     <informalfigure>\r
1334         <para> New staff accounts are created in much the same way as patron accounts, using <menuchoice>\r
1335                 <guimenu>Circulation</guimenu>\r
1336                 <guimenuitem>Register Patron</guimenuitem>\r
1337             </menuchoice> or <keycombo>\r
1338                 <keycap>Shift</keycap>\r
1339                 <keycap>F1</keycap>\r
1340             </keycombo>. Select one of the staff profiles from the <guilabel>Profile\r
1341                 Group</guilabel> drop-down menu. </para>\r
1342         <para>\r
1343             <mediaobject>\r
1344                 <alt>User permissions screenshot</alt>\r
1345                 <imageobject>\r
1346                     <imagedata scalefit="0" fileref="../media/profile-2.png"/>\r
1347                 </imageobject>\r
1348 \r
1349             </mediaobject>\r
1350         </para>\r
1351     </informalfigure>\r
1352 \r
1353 \r
1354 \r
1355     <para xml:id="profiles-working">Each new staff account must be assigned a <guilabel>Working\r
1356             Location</guilabel> which determines its access level in staff client interfaces.\r
1357         Accounts migrated from legacy systems or created before the upgrade to Evergreen 1.6 already\r
1358         have working locations assigned.</para>\r
1359 \r
1360 \r
1361     <procedure>\r
1362         <step>\r
1363             <para>To assign a working location open the newly created staff account using\r
1364                     <keycap>F1</keycap> (retrieve patron) or <keycap>F4</keycap> (patron search).\r
1365             </para>\r
1366         </step>\r
1367 \r
1368         <step>\r
1369             <informalfigure>\r
1370                 <para>Select <menuchoice>\r
1371                         <guimenu>Other</guimenu>\r
1372                         <guimenuitem>User Permission Editor</guimenuitem>\r
1373                     </menuchoice></para>\r
1374                 <para>\r
1375                     <mediaobject>\r
1376                         <alt>User permissions screenshot</alt>\r
1377                         <imageobject>\r
1378                             <imagedata scalefit="0" fileref="../media/profile-1.png"/>\r
1379                         </imageobject>\r
1380 \r
1381                     </mediaobject>\r
1382                 </para>\r
1383             </informalfigure>\r
1384         </step>\r
1385 \r
1386         <step>\r
1387             <para>Place a check in the box next to the desired working location, then scroll to the\r
1388                 bottom of the display and click <guibutton>Save</guibutton>.</para>\r
1389 \r
1390 \r
1391         </step>\r
1392 \r
1393     </procedure>\r
1394 \r
1395     <note>\r
1396         <para>In multi-branch libraries it is possible to assign more than one working\r
1397             location</para>\r
1398     </note>\r
1399 \r
1400 \r
1401     <simplesect xml:id="staff_account_permissions">\r
1402         <info>\r
1403             <title>Staff Account Permissions</title>\r
1404         </info>\r
1405         <para>Below is a general outline of staff account permission levels. To view a detailed list\r
1406             of permissions for a particular Evergreen account go to <menuchoice>\r
1407                 <guimenu>Admin (-)</guimenu>\r
1408                 <guimenuitem>User permission editor</guimenuitem>\r
1409             </menuchoice> in the staff client.</para>\r
1410 \r
1411         <informaltable>\r
1412 \r
1413             <tgroup cols="7" align="center" colsep="1" rowsep="1">\r
1414 \r
1415                 <thead>\r
1416                     <row>\r
1417                         <entry>Action</entry>\r
1418                         <entry>General Staff</entry>\r
1419                         <entry>Circulators</entry>\r
1420                         <entry>Circ + Copy Edit</entry>\r
1421                         <entry>Circ + Full Cat</entry>\r
1422                         <entry>Catalogers</entry>\r
1423                         <entry>Local System Administrator (LSA)</entry>\r
1424                     </row>\r
1425                 </thead>\r
1426 \r
1427                 <tbody>\r
1428                     <row>\r
1429                         <entry>Basic circulation functions</entry>\r
1430                         <entry>*</entry>\r
1431                         <entry>*</entry>\r
1432                         <entry>*</entry>\r
1433                         <entry>*</entry>\r
1434                         <entry>*</entry>\r
1435                         <entry>*</entry>\r
1436                     </row>\r
1437 \r
1438 \r
1439                     <row>\r
1440                         <entry>CheckIn bad status overrides</entry>\r
1441                         <entry>*</entry>\r
1442                         <entry>*</entry>\r
1443                         <entry>*</entry>\r
1444                         <entry>*</entry>\r
1445                         <entry>*</entry>\r
1446                         <entry>*</entry>\r
1447                     </row>\r
1448 \r
1449                     <row>\r
1450                         <entry>CheckIn Missing/Lost/ClaimedReturned overrides</entry>\r
1451                         <entry/>\r
1452                         <entry/>\r
1453                         <entry>*</entry>\r
1454                         <entry>*</entry>\r
1455                         <entry/>\r
1456                         <entry>*</entry>\r
1457                     </row>\r
1458                     <row>\r
1459                         <entry>CheckOut overrides</entry>\r
1460                         <entry/>\r
1461                         <entry/>\r
1462                         <entry/>\r
1463                         <entry>*</entry>\r
1464                         <entry/>\r
1465                         <entry>*</entry>\r
1466                     </row>\r
1467 \r
1468                     <row>\r
1469                         <entry>MaxRenewalReached override</entry>\r
1470                         <entry/>\r
1471                         <entry>*</entry>\r
1472                         <entry>*</entry>\r
1473                         <entry>*</entry>\r
1474                         <entry>*</entry>\r
1475                         <entry>*</entry>\r
1476                     </row>\r
1477 \r
1478 \r
1479 \r
1480                     <row>\r
1481                         <entry>Basic patron record</entry>\r
1482                         <entry>*</entry>\r
1483                         <entry>*</entry>\r
1484                         <entry>*</entry>\r
1485                         <entry>*</entry>\r
1486                         <entry>*</entry>\r
1487                         <entry>*</entry>\r
1488                     </row>\r
1489 \r
1490 \r
1491                     <row>\r
1492                         <entry>Bar patrons</entry>\r
1493                         <entry>*</entry>\r
1494                         <entry>*</entry>\r
1495                         <entry>*</entry>\r
1496                         <entry>*</entry>\r
1497                         <entry/>\r
1498                         <entry>*</entry>\r
1499                     </row>\r
1500                     <row>\r
1501                         <entry>Unbar patrons</entry>\r
1502                         <entry/>\r
1503                         <entry>*</entry>\r
1504                         <entry>*</entry>\r
1505                         <entry>*</entry>\r
1506                         <entry/>\r
1507                         <entry>*</entry>\r
1508                     </row>\r
1509 \r
1510                     <row>\r
1511                         <entry>Merge/delete patrons</entry>\r
1512                         <entry/>\r
1513                         <entry/>\r
1514                         <entry/>\r
1515                         <entry/>\r
1516                         <entry/>\r
1517                         <entry>*</entry>\r
1518                     </row>\r
1519 \r
1520                     <row>\r
1521                         <entry>Patron restriction overrides</entry>\r
1522                         <entry/>\r
1523                         <entry>*</entry>\r
1524                         <entry>*</entry>\r
1525                         <entry>*</entry>\r
1526                         <entry/>\r
1527                         <entry>*</entry>\r
1528                     </row>\r
1529 \r
1530                     <row>\r
1531                         <entry>Bills and payments</entry>\r
1532                         <entry>*</entry>\r
1533                         <entry>*</entry>\r
1534                         <entry>*</entry>\r
1535                         <entry>*</entry>\r
1536                         <entry/>\r
1537                         <entry>*</entry>\r
1538                     </row>\r
1539 \r
1540 \r
1541                     <row>\r
1542                         <entry>Holds</entry>\r
1543                         <entry>*</entry>\r
1544                         <entry>*</entry>\r
1545                         <entry>*</entry>\r
1546                         <entry>*</entry>\r
1547                         <entry>*</entry>\r
1548                         <entry>*</entry>\r
1549                     </row>\r
1550                     <row>\r
1551                         <entry>Copy/volume records</entry>\r
1552                         <entry/>\r
1553                         <entry/>\r
1554                         <entry>*</entry>\r
1555                         <entry>*</entry>\r
1556                         <entry>*</entry>\r
1557                         <entry>*</entry>\r
1558                     </row>\r
1559 \r
1560                     <row>\r
1561                         <entry>Bib records</entry>\r
1562                         <entry/>\r
1563                         <entry/>\r
1564                         <entry/>\r
1565                         <entry>*</entry>\r
1566                         <entry>*</entry>\r
1567                         <entry>*</entry>\r
1568                     </row>\r
1569                     <row>\r
1570                         <entry>Buckets</entry>\r
1571                         <entry>*</entry>\r
1572                         <entry>*</entry>\r
1573                         <entry>*</entry>\r
1574                         <entry>*</entry>\r
1575                         <entry>*</entry>\r
1576                         <entry>*</entry>\r
1577                     </row>\r
1578 \r
1579 \r
1580 \r
1581                     <row>\r
1582                         <entry>View report output</entry>\r
1583                         <entry>*</entry>\r
1584                         <entry>*</entry>\r
1585                         <entry>*</entry>\r
1586                         <entry>*</entry>\r
1587                         <entry>*</entry>\r
1588                         <entry>*</entry>\r
1589                     </row>\r
1590 \r
1591                     <row>\r
1592                         <entry>Create/run reports</entry>\r
1593                         <entry/>\r
1594                         <entry/>\r
1595                         <entry/>\r
1596                         <entry/>\r
1597                         <entry/>\r
1598                         <entry>*</entry>\r
1599                     </row>\r
1600 \r
1601                     <row>\r
1602                         <entry>Create/upload offline transactions</entry>\r
1603                         <entry>*</entry>\r
1604                         <entry>*</entry>\r
1605                         <entry>*</entry>\r
1606                         <entry>*</entry>\r
1607                         <entry>*</entry>\r
1608                         <entry>*</entry>\r
1609                     </row>\r
1610 \r
1611                     <row>\r
1612                         <entry>Process offline transactions</entry>\r
1613                         <entry/>\r
1614                         <entry/>\r
1615                         <entry/>\r
1616                         <entry/>\r
1617                         <entry/>\r
1618                         <entry>*</entry>\r
1619                     </row>\r
1620                     <row>\r
1621                         <entry>Transit</entry>\r
1622                         <entry>*</entry>\r
1623                         <entry>*</entry>\r
1624                         <entry>*</entry>\r
1625                         <entry>*</entry>\r
1626                         <entry>*</entry>\r
1627                         <entry>*</entry>\r
1628                     </row>\r
1629                     <row>\r
1630                         <entry>Abort remote transit</entry>\r
1631                         <entry/>\r
1632                         <entry/>\r
1633                         <entry>*</entry>\r
1634                         <entry>*</entry>\r
1635                         <entry>*</entry>\r
1636                         <entry>*</entry>\r
1637                     </row>\r
1638 \r
1639                 </tbody>\r
1640             </tgroup>\r
1641         </informaltable>\r
1642     </simplesect>\r
1643 \r
1644     <simplesect xml:id="profiles-grant-permissions">\r
1645         <title>Granting Additional Permissions</title>\r
1646         <para>A Local System Administrator (LSA) may selectively grant LSA permissions to other staff\r
1647             accounts. In the example below a <emphasis>Circ +Full\r
1648                 Cat</emphasis> account is granted permission to process offline transactions, a function which otherwise requires an LSA login.</para>\r
1649 \r
1650         <procedure>\r
1651             <step>\r
1652                 <para>Log in as a Local System Administrator.</para>\r
1653             </step>\r
1654 \r
1655            <step><stepalternatives> <step>\r
1656                \r
1657                     <para>Select <menuchoice>\r
1658                             <guimenu>Admin (-)</guimenu>\r
1659                             <guimenuitem>User Permission Editor</guimenuitem>\r
1660                         </menuchoice> and enter the staff account barcode when prompted</para>\r
1661                \r
1662                <para><emphasis role="bold">OR</emphasis></para>\r
1663            </step>\r
1664                <step>\r
1665                   \r
1666                        <para>Retrieve the staff account first, then select <menuchoice>\r
1667                            <guimenu>Other</guimenu>\r
1668                            <guimenuitem>User Permission Editor</guimenuitem>\r
1669                        </menuchoice></para>\r
1670                        \r
1671                </step></stepalternatives></step>\r
1672 \r
1673             <step>\r
1674                 <informalfigure>\r
1675                     <para>The <guilabel>User Permission Editor</guilabel> will load (this may take a\r
1676                         few seconds). Greyed-out permissions cannot be edited because they are\r
1677                         either a) already granted to the account, or b) not\r
1678                         available to any staff account, including LSAs.</para>\r
1679                     <para>\r
1680                         <mediaobject>\r
1681                             <alt>User permissions screenshot</alt>\r
1682                             <imageobject>\r
1683                                 <imagedata scalefit="0" fileref="../media/profile-5.png"/>\r
1684                             </imageobject>\r
1685 \r
1686                         </mediaobject>\r
1687                     </para>\r
1688 \r
1689                     <para>\r
1690                         <inlinemediaobject>\r
1691                             <imageobject>\r
1692                                 <imagedata scalefit="0" fileref="../media/1.png"/>\r
1693                             </imageobject>\r
1694                         </inlinemediaobject> List of permission names.  For help correlating permissions to specific Evergreen\r
1695                         functions please contact Sitka support.</para>\r
1696 \r
1697                     <para>\r
1698                         <inlinemediaobject>\r
1699                             <imageobject>\r
1700                                 <imagedata scalefit="0" fileref="../media/2.png"/>\r
1701                             </imageobject>\r
1702                         </inlinemediaobject>\r
1703                         If checked the permission is granted to this account.</para>\r
1704 \r
1705                     <para>\r
1706                         <inlinemediaobject>\r
1707                             <imageobject>\r
1708                                 <imagedata scalefit="0" fileref="../media/3.png"/>\r
1709                             </imageobject>\r
1710                         </inlinemediaobject> <guilabel>Depth</guilabel> limits application to the staff member's library and should be left at the default.  Evergreen blocks attempts to set Federation- or Sitka-wide privileges.</para>\r
1711 \r
1712                     <para>\r
1713                         <inlinemediaobject>\r
1714                             <imageobject>\r
1715                                 <imagedata scalefit="0" fileref="../media/4.png"/>\r
1716                             </imageobject>\r
1717                         </inlinemediaobject>\r
1718                         If checked this staff account will be able to grant the new privilege to other accounts (not recommended).\r
1719                         </para>\r
1720 \r
1721                 </informalfigure>\r
1722             </step>\r
1723             \r
1724             <step>\r
1725                 <informalfigure>\r
1726                     <para>To allow processing of offline transactions check the <emphasis>Applied</emphasis> column next to OFFLINE_EXECUTE.</para>\r
1727                     <para>\r
1728                         <mediaobject>\r
1729                             <alt>User permissions screenshot</alt>\r
1730                             <imageobject>\r
1731                                 <imagedata scalefit="0" fileref="../media/profile-6.png"/>\r
1732                             </imageobject>\r
1733                             \r
1734                         </mediaobject>\r
1735                     </para>\r
1736                     \r
1737                 </informalfigure>\r
1738             </step>\r
1739             \r
1740             <step>\r
1741                 <informalfigure>\r
1742                     <para>Scroll down and click <guibutton>Save</guibutton> to apply the changes.</para>\r
1743                     <para>\r
1744                         <mediaobject>\r
1745                             <alt>User permissions screenshot</alt>\r
1746                             <imageobject>\r
1747                                 <imagedata scalefit="0" fileref="../media/profile-7.png"/>\r
1748                             </imageobject>\r
1749                             \r
1750                         </mediaobject>\r
1751                     </para>\r
1752                     \r
1753                 </informalfigure>\r
1754             </step>     \r
1755                         </procedure>\r
1756        \r
1757                 </simplesect>\r
1758         </section>\r
1759         <section xml:id="copystatus">\r
1760                 <title>Copy Status</title>\r
1761                 <para>To navigate to the copy status editor from the staff client menu, select \r
1762                         <menuchoice><guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu> \r
1763                                 <guisubmenu>Copy Statuses </guisubmenu></menuchoice></para>\r
1764                 <para>The Copy Status Editor is used to Add, edit and delete statuses of copies in your system.</para>\r
1765                 <para>Evergreen comes pre-loaded with a number of copy statuses.</para> \r
1766                         <table xml:id="copystatusestable">\r
1767                                 <title>Copy Status Table</title>\r
1768                                 <tgroup cols="4">\r
1769                                         <thead>\r
1770                                                 <row>\r
1771                                                         <entry>ID</entry>\r
1772                                                         <entry>Name</entry>\r
1773                                                         <entry>Holdable - default setting</entry>\r
1774                                                         <entry>OPAC Visible - default setting</entry>\r
1775                                                 </row>\r
1776                                         </thead>\r
1777                                         <tbody>\r
1778                                                 <row>\r
1779                                                         <entry>0</entry>\r
1780                                                         <entry>Available</entry>\r
1781                                                         <entry>true</entry>\r
1782                                                         <entry>true</entry>\r
1783                                                 </row>\r
1784                                                 <row>\r
1785                                                         <entry>1</entry>\r
1786                                                         <entry>Checked out</entry>\r
1787                                                         <entry>true</entry>\r
1788                                                         <entry>true</entry>\r
1789                                                 </row>\r
1790                                                 <row>\r
1791                                                         <entry>2</entry>\r
1792                                                         <entry>Bindery</entry>\r
1793                                                         <entry>false</entry>\r
1794                                                         <entry>false</entry>\r
1795                                                 </row>\r
1796                                                 <row>\r
1797                                                         <entry>3</entry>\r
1798                                                         <entry>Lost</entry>\r
1799                                                         <entry>false</entry>\r
1800                                                         <entry>false</entry>\r
1801                                                 </row>\r
1802                                                 <row>\r
1803                                                         <entry>4</entry>\r
1804                                                         <entry>Missing</entry>\r
1805                                                         <entry>false</entry>\r
1806                                                         <entry>false</entry>\r
1807                                                 </row>\r
1808                                                 <row>\r
1809                                                         <entry>5</entry>\r
1810                                                         <entry>In process</entry>\r
1811                                                         <entry>false</entry>\r
1812                                                         <entry>true</entry>\r
1813                                                 </row>\r
1814                                                 <row>\r
1815                                                         <entry>6</entry>\r
1816                                                         <entry>In transit</entry>\r
1817                                                         <entry>true</entry>\r
1818                                                         <entry>true</entry>\r
1819                                                 </row>\r
1820                                                 <row>\r
1821                                                         <entry>7</entry>\r
1822                                                         <entry>Reshelving</entry>\r
1823                                                         <entry>true</entry>\r
1824                                                         <entry>true</entry>\r
1825                                                 </row>\r
1826                                                 <row>\r
1827                                                         <entry>8</entry>\r
1828                                                         <entry>On holds shelf</entry>\r
1829                                                         <entry>true</entry>\r
1830                                                         <entry>true</entry>\r
1831                                                 </row>\r
1832                                                 <row>\r
1833                                                         <entry>9</entry>\r
1834                                                         <entry>On order</entry>\r
1835                                                         <entry>true</entry>\r
1836                                                         <entry>true</entry>\r
1837                                                 </row>\r
1838                                                 <row>\r
1839                                                         <entry>10</entry>\r
1840                                                         <entry>ILL</entry>\r
1841                                                         <entry>true</entry>\r
1842                                                         <entry>false</entry>\r
1843                                                 </row>\r
1844                                                 <row>\r
1845                                                         <entry>11</entry>\r
1846                                                         <entry>Cataloging</entry>\r
1847                                                         <entry>true</entry>\r
1848                                                         <entry>false</entry>\r
1849                                                 </row>\r
1850                                                 <row>\r
1851                                                         <entry>12</entry>\r
1852                                                         <entry>Reserves</entry>\r
1853                                                         <entry>false</entry>\r
1854                                                         <entry>true</entry>\r
1855                                                 </row>\r
1856                                                 <row>\r
1857                                                         <entry>13</entry>\r
1858                                                         <entry>Discard/Weed</entry>\r
1859                                                         <entry>false</entry>\r
1860                                                         <entry>false</entry>\r
1861                                                 </row>\r
1862                                                 <row>\r
1863                                                         <entry>14</entry>\r
1864                                                         <entry>Damaged</entry>\r
1865                                                         <entry>false</entry>\r
1866                                                         <entry>false</entry>\r
1867                                                 </row>\r
1868                                                 <row>\r
1869                                                         <entry>15</entry>\r
1870                                                         <entry>On reservation shelf</entry>\r
1871                                                         <entry>true</entry>\r
1872                                                         <entry>false</entry>\r
1873                                                 </row>\r
1874                                         </tbody>\r
1875                                 </tgroup>\r
1876                         </table>\r
1877                         <para>It is possible to add, delete and edit copy statuses.</para>\r
1878                         <procedure>\r
1879                                 <title>Adding Copy Statuses</title>\r
1880                                 <step><para>In the <guilabel>New Status</guilabel> field, enter the name of the  \r
1881                                 new status you wish to add.</para></step>\r
1882                                 <step><para>Click <guibutton>Add</guibutton>.</para></step>\r
1883                                 <step><para>Locate you new status and check the <emphasis>Holdable</emphasis> check box \r
1884                                 if you wish to all users to place holds on items in this status. Check \r
1885                                 <emphasis>OPAC Visble</emphasis> if you wish for this status to appear in the public \r
1886                                 OPAC.</para></step>\r
1887                                 <step><para>Click <guibutton>Save Changes</guibutton> at the bottum of the screen to \r
1888                                 save changes to the new status.</para></step>\r
1889                         </procedure>\r
1890                         <procedure>\r
1891                                 <title>Deleting Copy Statuses</title>\r
1892                                 <step><para>Highlight the statuses you wish to delete. Hold the \r
1893                                 <keycap>Shift</keycap> to select more than one status.</para></step>\r
1894                                 <step><para>Click <guibutton>Delete Selected</guibutton>.</para></step>\r
1895                                 <step><para>Click OK to verify.</para>\r
1896                                         <note><para>You will not be able to delete statuses if copies currently \r
1897                                         exist with that status.</para></note>\r
1898                                 </step>\r
1899                         </procedure>\r
1900                         <procedure>\r
1901                                 <title>Editing Copy Statuses</title>\r
1902                                 <step><para>Double click on a status name to change its name and enter the new \r
1903                                 name.</para> <para>To change whether a status is visible in the OPAC, check or uncheck \r
1904                                 the <emphasis>OPAC Visible</emphasis> check box.</para><para>To allow patrons the ability to \r
1905                                 hold items in that status, check the <emphasis>Holdable</emphasis> check box. To prevent \r
1906                                 users from holding items in that status, uncheck the <emphasis>Holdable</emphasis> \r
1907                                 check box. </para></step>\r
1908                                 <step><para>Once you have finished editing the statuses, remember to click \r
1909                                 <guibutton>Save Changes</guibutton>.</para></step>      \r
1910                         </procedure>\r
1911         </section>\r
1912         <section xml:id="billingtypes">\r
1913                 <title>Billing Types</title>\r
1914                 <para>The billing types editor is used for creating, editing and deleting billing types.</para>    \r
1915                 <para>To navigate to the billing types editor from the staff client menu, select \r
1916                         <menuchoice><guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu> \r
1917                                 <guisubmenu>Billing Types</guisubmenu></menuchoice></para>\r
1918                         <procedure>\r
1919                                 <title>Adding Billing Types</title>\r
1920                                 <step><para>Click <guibutton>New Billing Type</guibutton>.</para></step>\r
1921                                 <step><para>Enter the name of the billing type.</para></step>\r
1922                                 <step><para>Select the <emphasis>Org Unit</emphasis> to use this billing type.</para></step>\r
1923                                 <step><para>Enter the <emphasis>Default Price</emphasis>. This is only the default since \r
1924                                 the actual price of a specific billing can be adjusted when staff create \r
1925                                 a billing</para></step>\r
1926                                 <step><para>Click <guibutton>Save</guibutton> to save the new billing type.</para></step>\r
1927                         </procedure>\r
1928                         <procedure>\r
1929                                 <title>Deleting Billing Types</title>\r
1930                                 <step><para>Check the checkbox of the billing type(s) you wish to delete.</para></step>\r
1931                                 <step><para>Click <guibutton>Delete Selected</guibutton>.\r
1932                                         <caution><para>The selected billing types will be deleted without a \r
1933                                         verification alert.</para></caution>\r
1934                                 </para></step>\r
1935                         </procedure>\r
1936                         <procedure>\r
1937                                 <title>Editing Billing Types</title>\r
1938                                 <step><para>Double click on a billing types to open the editing window.</para></step> \r
1939                                 <step><para>Make desired changes to the <emphasis>name</emphasis>, \r
1940                                 <emphasis>Org Unit</emphasis> and <emphasis>Default Price</emphasis>.</para></step>\r
1941                                 <step><para>Once you have finished editing, click \r
1942                                 <guibutton>Save</guibutton>.</para></step>      \r
1943                         </procedure>\r
1944                 \r
1945         </section>\r
1946         <section xml:id="circmodifiers">\r
1947                 <title>Circulation Modifiers</title>\r
1948                 <para>The circulation modifier editor is used to create, edit and delete modifier categories to control \r
1949                 circulation policies on specific groups of items.</para> \r
1950                 <para>To navigate to the circulation modifiers editor from the staff client menu, select \r
1951                         <menuchoice>\r
1952                                 <guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu> \r
1953                                 <guisubmenu>Circulation Modifiers</guisubmenu></menuchoice>.\r
1954                 </para>\r
1955                         <procedure>\r
1956                                 <title>Adding Circulation Modifiers</title>\r
1957                                 <step><para>Click <guibutton>New Circ Modifier</guibutton>.</para></step>\r
1958                                 <step><para>Enter a <emphasis>Code</emphasis>, <emphasis>Name</emphasis> and  \r
1959                                 <emphasis>Description</emphasis>.</para></step>\r
1960                                 <step><para>Select the <emphasis>SIP 2 Media Type</emphasis>.</para></step>\r
1961                                 <step><para>Check the <guibutton>Magnetic Media</guibutton> check box if the item is magnetic media such as a casette \r
1962                                 tape.</para></step>\r
1963                                 <step><para>Click <guibutton>Save</guibutton> to save the new circulation \r
1964                                 modifier.</para></step>\r
1965                         </procedure>\r
1966                         <procedure>\r
1967                                 <title>Deleting Circulation Modifiers</title>\r
1968                                 <step><para>Check the check box(es) next to the circulation modifiers(s) you wish to \r
1969                                 delete.</para></step>\r
1970                                 <step><para>Click <guibutton>Delete Selected</guibutton> near the top of the page.\r
1971                                 <warning><para>The selected circulation modifiers will be deleted without a \r
1972                                 verification alert.</para></warning>\r
1973                                 </para></step>\r
1974                         </procedure>\r
1975                         <procedure>\r
1976                                 <title>Editing Circulation Modifiers</title>\r
1977                                 <step><para>Double click on the row of the cirlation modifier you wish to \r
1978                                 edit.</para></step> \r
1979                                 <step><para>Make desired changes.</para></step>\r
1980                                 <step><para>Once you have finished editing, click \r
1981                                 <guibutton>Save</guibutton>.</para></step>      \r
1982                         </procedure>\r
1983         </section>\r
1984         <section xml:id="catalogingtemplates">\r
1985                 <title>Cataloging Templates</title>\r
1986                 <para>Cataloging templates are essential for making the cataloguing process more efficient. Templates are used that that the basic structure of specific types of cataloguing records can                       loaded when the ca