1.6/admin/serveradministration.xml

   1 <?xml version='1.0' encoding='UTF-8'?>
   2 <chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
   3 xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="serveradministration">
   4         <info>
   5                 <title>Server Administration</title>
   6                 <abstract>
   7                         <para>Administration of Evergreen involves configuration done from both the Staff Client as well a
   8                         the command line. The goal of this chapter is to provide you with the procedures to help
   9                         you optimize your Evergreen system.</para>
  10                 </abstract>
  11         </info>
  12         <section xml:id="orgtyes">
  13                 <title>Organizational Unit Types and Organizational Units</title>
  14                 <section>
  15                         <title>Organizational Unit Types</title>
  16                         <para>Organizational Unit Types are the terms used to refer to levels in the hierarchy of your
  17                         library system(s). Examples could include>All-Encompassing Consortium, Consortium Within a
  18                         Consortium, Library System, Branch, Bookmobile, Sub-Branch, Twig, etc.</para>
  19                         <para>You can add or remove organizational unit types, and rename them as needed to match the
  20                         organizational hierarchy that exists in reality for the libraries using your installation of
  21                         Evergreen. Evergreen can support organizations as simple as a single library with one or more
  22                         branches or as complex as a consortium composed of many independently governed library
  23                         systems. Organizational unit types should never have proper names since they are only generic types .</para>
  24                         <para>The fields in the organizational unit type record include:</para>
  25                         <itemizedlist>
  26                                 <listitem>Type Name - The name of the organization unit type.</listitem>
  27                                 <listitem>Opac Label - This is the label displayed in the OPAC to describe the search
  28                                 range and the copy count columns for results. They are <emphasis>range
  29                                 relative</emphasis> labels.</listitem>
  30
  31                                 <listitem>Parent Type - The parent organizational unit type of this type.</listitem>
  32                                 <listitem>Can Have Volumes - Flag that allows an organizational unit of this type to contain
  33                                 Volumes/Call Numbers and thus Copies.</listitem>
  34                                 <listitem>Can Have Users - Flag that allows an Organizational unit of this type to be home to
  35                                 Users.</listitem>
  36                         </itemizedlist>
  37                         <para>An organizational unit type can be added, edited, or removed using  the staff client.</para>
  38                         <para>To navigate to the <emphasis>Organization Unit Types</emphasis> from the staff client select
  39                                         <menuchoice>
  40                                                 <guimenu>Admin</guimenu>
  41                                                 <guisubmenu>Server Administration</guisubmenu>
  42                                                   <guisubmenu>Organization Types</guisubmenu>
  43                                         </menuchoice>
  44                         </para>
  45                         <procedure>
  46                                 <title>Adding Organization Types</title>
  47                                 <step><para>Select an organization type from the organization type tree on the left and
  48                                 click <guibutton>New Child</guibutton>.</para></step>
  49                                 <step><para>Make sure your new type is selected and edit the <guilabel>Type Name</guilabel>,
  50                                 <guilabel>OPAC Label</guilabel> and <guilabel>Parent Type</guilabel>.</para></step>
  51                                 <step><para>Change the <guilabel>Parent Type</guilabel> if necessary.</para></step>
  52                                 <step><para>Check the <guilabel>Can Have Volumes and Copies</guilabel> checkbox if the
  53                                 organization units of this type will have volumes and copies assigned to it.</para></step>
  54                                 <step><para>Check the <guilabel>Can Have Users</guilabel> checkbox if you will allow users
  55                                 to be have the organization units of this type as their home unit.</para></step>
  56                                 <step><para>Click <guibutton>Save</guibutton> to save your new organization type.
  57                                 </para></step>
  58                         </procedure>
  59                         <procedure>
  60                                 <title>Deleting Organization Types</title>
  61                                 <step><para>Select the <emphasis>organization type</emphasis> from the <emphasis>Organization Type</emphasis>
  62                                 tree.</para></step>
  63                                 <step><para>Click <guibutton>Delete</guibutton>.</para></step>
  64                                 <step><para>Click <guibutton>OK</guibutton> on the warning alert box.</para></step>
  65                                 <note>
  66                                         <para>You will not be able to delete organization types if organization units are
  67                                         assigned to that type. Before you can delete the organization
  68                                         Type, you must change the organization type of the units associated with the type
  69                                         or delete the units.</para>
  70                                 </note>
  71                         </procedure>
  72                         <procedure>
  73                                 <title>Editing Organization Types</title>
  74                                 <step><para>Select the <emphasis>organization type</emphasis> you wish to edit from the
  75                                 organization type tree.</para></step>
  76                                 <step><para>Make the changes in the right pane.</para></step>
  77                                 <step><para>Click <guibutton>Save</guibutton> to save your changes.</para></step>
  78                         </procedure>
  79                 </section>
  80         </section>
  81         <section xml:id="orgunits">
  82                 <title>Organizational Units</title>
  83                 <abstract>
  84                 <para>Organizational Units are the specific instances of the organization unit types that
  85                 make up your library's hierarchy. These can include  consortia, systems, branches,
  86                 etc. The organizational units should have distictive proper names such as
  87                 <emphasis>Main Street Branch</emphasis> or <emphasis>Townsville Campus</emphasis>.</para>
  88                 </abstract>
  89                 <para>To navigate to the organizational units adminstration page in the staff client select
  90                         <menuchoice>
  91                                 <guimenu>Admin</guimenu>
  92                                 <guisubmenu>Server Administration</guisubmenu>
  93                                 <guisubmenu>Organizational Units</guisubmenu>
  94                         </menuchoice>
  95                 </para>
  96                 <procedure>
  97                         <title>Adding Organizational Units</title>
  98                         <step><para>Select an <emphasis>Organizational Unit</emphasis> from the organizational unit tree on the left and click
  99                         <guibutton>New Child</guibutton>.</para></step>
 100                         <step><para>Make sure your new unit is selected and edit the <guilabel>Organizational Unit
 101                         Name</guilabel>, <guilabel>Organizational Unit Policy Code</guilabel>,
 102                         <guilabel>Main Email Address</guilabel> and <guilabel>Main Phone Number</guilabel>.</para>
 103                         <note>
 104                                 <para>The <emphasis>Organizational Unit Name</emphasis> is the name that will appear in the
 105                                 OPAC. The <emphasis>Policy Code</emphasis> is used by the system to associate policies and
 106                                 copies with the unit.</para>
 107                         </note>
 108                         </step>
 109                         <step><para>Select the <guilabel>Organization Unit Type</guilabel> and
 110                         <guilabel>Parent Organization Unit</guilabel>.</para></step>
 111                         <step><para>Check the <guilabel>Can Have Volumes and Copies</guilabel> checkbox if the
 112                         organization units of this type will have volumes and copies assigned to it.</para></step>
 113                         <step><para>Check the <guilabel>OPAC Visible</guilabel> checkbox if you want this location to be
 114                         visible in the OPAC for searching.</para></step>
 115                         <step><para>Click <guibutton>Save</guibutton> to save your new organizational unit.</para></step>
 116                 </procedure>
 117                 <procedure>
 118                         <title>Deleting Organizational Units</title>
 119                         <step><para>Select the <emphasis>organizational unit</emphasis> you wish to delete from the organzational unit tree in the left pane.</para></step>
 120                         <step><para>Click<guibutton>Delete</guibutton>.</para></step>
 121                         <step><para>Click <guibutton>OK</guibutton> on the warning alert box.</para></step>
 122                         <note>
 123                                 <para>You will not be able to delete organizational units if you have
 124                                 users, workstations or copies assigned to the unit. Before you can delete the
 125                                 organizational unit, you must move its users, workstations, copies and other associated resources to other
 126                                 organizational units units.</para>
 127                         </note>
 128                 </procedure>
 129                 <procedure>
 130                         <title>Editing Organizational Units</title>
 131                         <step><para>Select the organizational unit you wish to edit from the
 132                         organizational unit tree in the left pane.</para></step>
 133                         <step><para>Edit the fields in the right pane.</para></step>
 134                         <step><para>Click <guibutton>Save</guibutton> to save your changes.</para></step>
 135                 </procedure>
 136         </section>
 137         <section xml:id="relevancyrankings">
 138                 <title>Adjusting Search Relevancy Rankings</title>
 139                 <info>
 140                         <abstract>
 141                                 <para>This section describes indexed field weighting and matchpoint weighting, which
 142                                 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>
 143                                 <tip>
 144                                         <para>In tuning search relevance, it is good practice to make incremental
 145                                         adjustments, capture search logs, and assess results before making further
 146                                         adjustments. </para>
 147                                 </tip>
 148                         </abstract>
 149                 </info>
 150                 <section>
 151                         <title>Indexed-field Weighting</title>
 152                         <para>Indexed-field weighting is configured in the Evergreen database in the weight column
 153                         of the config.metabib_field table, which follows the other four columns in this table:
 154                         field_class, name, xpath, and format.</para>
 155                         <para>The following is one representative line from the config.metabib_field table:</para>
 156                         <para> author | conference | //mods32:mods/mods32:name[@type='conference']/mods32:namePart[../mods32:role/mods32:roleTerm[text()='creator']] | mods32 | 1 ) </para>
 157                         <para>The default value for index-field weights in config.metabib_field is 1. Adjust the
 158                         weighting of indexed fields to boost or lower the relevance score for matches on that
 159                         indexed field. The weight value may be increased or decreased by whole integers. </para>
 160                         <para>For example, by increasing the weight of the title-proper field from 1 to 2, a search
 161                         for <emphasis role="bold">jaguar</emphasis> would double the relevance  for the book titled
 162                         <emphasis role="italic">Aimee and Jaguar</emphasis> than for a record with the term
 163                         <emphasis role="bold">jaguar</emphasis> in another indexed field. </para>
 164                 </section>
 165                 <section>
 166                         <title>Matchpoint Weighting</title>
 167                         <para> Matchpoint weighting provides another way to fine-tune Evergreen relevance ranking,
 168                         and is configured through floating-point multipliers in the multiplier column of the
 169                         search.relevance_adjustment table.</para>
 170                         <para> Weighting can be adjusted for one, more, or all multiplier fields in
 171                         search.relevance_adjustment.</para>
 172                         <para>You can adjust the following three matchpoints:</para>
 173                         <itemizedlist>
 174                         <listitem>
 175                                 <para><indexterm><primary>first_word</primary></indexterm> boosts relevance if the query is
 176                                 one term long and matches the first term in the indexed field (search for <emphasis
 177                                 role="bold">twain</emphasis>, get a bonus for <emphasis role="bold">twain, mark</emphasis>
 178                                 but not <emphasis role="bold">mark twain</emphasis>)</para>
 179                         </listitem>
 180                         <listitem>
 181                                 <para><indexterm><primary>word_order</primary></indexterm> increases relevance for words
 182                                 matching the order of search terms, so that the results for the search <emphasis
 183                                 role="bold">legend suicide</emphasis> would match higher for the book <emphasis
 184                                 role="italic">Legend of a Suicide</emphasis> than for the book,
 185                                 <emphasis role="italic">Suicide Legend</emphasis></para>
 186                         </listitem>
 187                         <listitem>
 188                                 <para><indexterm><primary>full_match</primary></indexterm> boosts relevance when the full
 189                                 query exactly matches the entire indexed field (after space, case, and diacritics are
 190                                 normalized). So a title search for <emphasis role="italic">The Future of Ice</emphasis>
 191                                 would get a relevance boost above <emphasis role="italic">Ice>Ages of the
 192                                 Future</emphasis>.</para>
 193                         </listitem>
 194                         </itemizedlist>
 195                         <para> Here are the default settings of the search.relevance_adjustment table: </para>
 196                         <table xml:id="search.relevance">
 197                         <title>search.relevance_adjustment table</title>
 198                         <tgroup cols="4">
 199                                 <thead>
 200                                         <row>
 201                                                 <entry>field_class</entry>
 202                                                 <entry>name</entry>
 203                                                 <entry>bump_type</entry>
 204                                                 <entry>multiplier</entry>
 205                                         </row>
 206                                 </thead>
 207                                 <tbody>
 208                                         <row>
 209                                                 <entry>author</entry>
 210                                                 <entry>conference</entry>
 211                                                 <entry>first_word</entry>
 212                                                 <entry>1.5</entry>
 213                                         </row>
 214                                         <row>
 215                                                 <entry>author</entry>
 216                                                 <entry>corporate</entry>
 217                                                 <entry>first_word</entry>
 218                                                 <entry>1.5</entry>
 219                                         </row>
 220                                         <row>
 221                                                 <entry>author </entry>
 222                                                 <entry>other </entry>
 223                                                 <entry>first_word</entry>
 224                                                 <entry>1.5</entry>
 225                                         </row>
 226                                         <row>
 227                                                 <entry>author</entry>
 228                                                 <entry>personal</entry>
 229                                                 <entry>first_word</entry>
 230                                                 <entry>1.5</entry>
 231                                         </row>
 232                                         <row>
 233                                                 <entry>keyword</entry>
 234                                                 <entry>keyword</entry>
 235                                                 <entry>word_order</entry>
 236                                                 <entry>10</entry>
 237                                         </row>
 238                                         <row>
 239                                                 <entry>series</entry>
 240                                                 <entry>seriestitle</entry>
 241                                                 <entry>first_word</entry>
 242                                                 <entry>1.5</entry>
 243                                         </row>
 244                                         <row>
 245                                                 <entry>series</entry>
 246                                                 <entry>seriestitle</entry>
 247                                                 <entry>full_match</entry>
 248                                                 <entry>20</entry>
 249                                         </row>
 250                                         <row>
 251                                                 <entry>title</entry>
 252                                                 <entry>abbreviated</entry>
 253                                                 <entry>first_word</entry>
 254                                                 <entry>1.5</entry>
 255                                         </row>
 256                                         <row>
 257                                                 <entry>title</entry>
 258                                                 <entry>abbreviated</entry>
 259                                                 <entry>full_match</entry>
 260                                                 <entry>20</entry>
 261                                         </row>
 262                                         <row>
 263                                                 <entry>title</entry>
 264                                                 <entry>abbreviated</entry>
 265                                                 <entry>word_order</entry>
 266                                                 <entry>10</entry>
 267                                         </row>
 268                                         <row>
 269                                                 <entry>title</entry>
 270                                                 <entry>alternative</entry>
 271                                                 <entry>first_word</entry>
 272                                                 <entry>1.5</entry>
 273                                         </row>
 274                                         <row>
 275                                                 <entry>title</entry>
 276                                                 <entry>alternative</entry>
 277                                                 <entry>full_match</entry>
 278                                                 <entry>20</entry>
 279                                         </row>
 280                                         <row>
 281                                                 <entry>title</entry>
 282                                                 <entry>alternative</entry>
 283                                                 <entry>word_order</entry>
 284                                                 <entry>10</entry>
 285                                         </row>
 286                                         <row>
 287                                                 <entry>title</entry>
 288                                                 <entry>proper</entry>
 289                                                 <entry>first_word</entry>
 290                                                 <entry>1.5</entry>
 291                                         </row>
 292                                         <row>
 293                                                 <entry>title</entry>
 294                                                 <entry>proper</entry>
 295                                                 <entry>full_match</entry>
 296                                                 <entry>20</entry>
 297                                         </row>
 298                                         <row>
 299                                                 <entry>title</entry>
 300                                                 <entry>proper</entry>
 301                                                 <entry>word_order</entry>
 302                                                 <entry>10</entry>
 303                                         </row>
 304                                         <row>
 305                                                 <entry>title</entry>
 306                                                 <entry>translated</entry>
 307                                                 <entry>first_word</entry>
 308                                                 <entry>1.5</entry>
 309                                         </row>
 310                                         <row>
 311                                                 <entry>title</entry>
 312                                                 <entry>translated</entry>
 313                                                 <entry>full_match</entry>
 314                                                 <entry>20</entry>
 315                                         </row>
 316                                         <row>
 317                                                 <entry>title</entry>
 318                                                 <entry>translated</entry>
 319                                                 <entry>word_order</entry>
 320                                                 <entry>10</entry>
 321                                         </row>
 322                                         <row>
 323                                                 <entry>title</entry>
 324                                                 <entry>uniform</entry>
 325                                                 <entry>first_word</entry>
 326                                                 <entry>1.5</entry>
 327                                         </row>
 328                                         <row>
 329                                                 <entry>title</entry>
 330                                                 <entry>uniform</entry>
 331                                                 <entry>full_match</entry>
 332                                                 <entry>20</entry>
 333                                         </row>
 334                                         <row>
 335                                                 <entry>title</entry>
 336                                                 <entry>uniform</entry>
 337                                                 <entry>word_order</entry>
 338                                                 <entry>10</entry>
 339                                         </row>
 340                                 </tbody>
 341                         </tgroup>
 342                         </table>
 343                 </section>
 344                 <section>
 345                         <title>Combining Index Weighting and Matchpoint Weighting</title>
 346                         <para>Index weighting and matchpoint weighting may be combined. The relevance boost of the combined
 347                         weighting is equal to the product of the two multiplied values. </para>
 348                         <para>If the relevance setting in the config.metabib_field were increased to 2, and the multiplier
 349                         set to 1.2 in the search.relevance_adjustment table, the resulting matchpoint increase would be
 350                         240%. </para>
 351                         <note>
 352                                 <para>In practice, these weights are applied serially -- first the index weight, then all
 353                                 the matchpoint weights that apply -- because they are evaluated at different stages of the
 354                                 search process.</para>
 355                         </note>
 356                 </section>
 357                 <section>
 358                         <title>Adjusting Relevancy for Keyword Searches</title>
 359                         <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
 360                         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
 361                         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
 362                         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
 363                         other fields. </para>
 364                         <procedure>
 365                                 <step>
 366                                         <para>From the command line, access the PorstgreSQL command line interface</para>
 367                                         <screen>psql -U evergreen</screen>
 368                                 </step>
 369                                 <step>
 370                                         <para>Clone the title|proper index to create a keyword|title index</para>
 371                                         <para>6 = the title|proper index</para>
 372                                         <screen>INSERT INTO config.metabib_field
 373                                         (field_class, name, xpath, weight,</screen>
 374                                         <screen>format, search_field, facet_field)</screen>
 375                                         <screen>SELECT 'keyword', 'title', xpath, weight, format,</screen>
 376                                         <screen>search_field, facet_field</screen>
 377                                         <screen>FROM config.metabib_field</screen>
 378                                         <screen>WHERE id = 6;</screen>
 379                                 </step>
 380                                 <step>
 381                                         <para>Populate the keyword|title index with a set of index entries cloned from the metabib.title_field_entry table;</para>
 382                                         <para>6 = the title|proper index</para>
 383                                         <screen>INSERT INTO metabib.keyword_field_entry (source, field, value)</screen>
 384                                         <screen>SELECT source, 17, value (the field value, 17, field be different
 385                                         in your database so you may need to check the
 386                                         <emphasis>config.metabib_field</emphasis> for the id of your new index).</screen>
 387                                         <screen>FROM metabib.title_field_entry</screen>
 388                                         <screen>WHERE field = 6;</screen>
 389                                 </step>
 390                                 <step>
 391                                         <para>Bump the relevance when the first search term appears first in the title in a keyword search.</para>
 392                                         <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
 393                                         of your new index).</para>
 394                                         <screen>INSERT INTO search.relevance_adjustment
 395                                         (active, field, bump_type, multiplier)</screen>
 396                                         <screen>VALUES (true, 17, 'first_word', 5); </screen>
 397                                 </step>
 398                                 <step>
 399                                         <para>Boost the relevance for search terms appearing in the title in general</para>
 400                                         <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
 401                                         of your new index).</para>
 402                                         <screen>UPDATE config.metabib_field</screen>
 403                                         <screen>SET weight = 10</screen>
 404                                         <screen>WHERE id = 17;</screen>
 405                                 </step>
 406                         </procedure>
 407                 </section>
 408                 </section>
 409                 <section xml:id="grouppermissions">
 410                         <title>User and Group Permissions</title>
 411                         <abstract>
 412                         <para>It is essential to understand how user and group permissions can be used to allow staff
 413                         to fulfil their roles while ensuring that they only have access to the appropriate level.</para>
 414                         <para>Permissions in <application>Evergreen</application> are applied to a specific location and system depth based on the home
 415                         library of the user. The user will only have that permission within the scope provided by the
 416                         <emphasis>Depth</emphasis> field in relation to his/her working locations.</para>
 417                         <para>Evergreen provides group application permissions in order to restrict which staff members
 418                         have the ability to assign elevated permissions to a user, and which staff members have the ability
 419                         to edit users in particular groups.</para>
 420                 </abstract>
 421                 <section>
 422                         <title>User Permissions</title>
 423                         <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
 424                         efficiently at the group level with individuals being assigned to specific groups based on their roles in the library.</para></tip>
 425                         <para>To open the user permission editor, select <menuchoice><guimenu>Admin</guimenu>
 426                         <guisubmenu>User Permission Editor</guisubmenu></menuchoice>. Type the user's barcode when prompted.</para>
 427                         <section>
 428                                 <title>Working Locations</title>
 429                                 <para>The first section of the User Permission Editor is the the Working Locations
 430                                 section.  You may select more than one working location for a user. This will effect
 431                                 the availability of certain permissions which are dependent on the user having the working location.</para>
 432                         </section>
 433                         <section>
 434                                 <title>User Permission Settings</title>
 435                                 <para>Below the working locations is the long list of all the permissions available on your
 436                                 system. For each permission you can apply it by checking the
 437                                 <emphasis>Applied</emphasis> check box. You can also select a depth to which the
 438                                 permission is applied and also make the permission <emphasis>grantable</emphasis>, allowing
 439                                 the user the ability to grant the permission to others.</para>
 440                         </section>
 441                 </section>
 442                 <section>
 443                         <title>Group Permissions</title>
 444                         <para>Most permissions should be assigned at the group level. Here you can create new
 445                         groups based on the roles and responsibilities of the users in your system. Staff will be able to
 446                         assign users to these groups when they register patrons.</para>
 447                         <tip><para>It is a good idea to create your groups soon after creating your organizational units.
 448                         It is also imprtaant to give careful consideration to the hierarchy of your groups to make
 449                         permission assignment as efficient as possible.</para></tip>
 450                         <para>To enter the <emphasis>Group Permission</emphasis> module from the staff client menu, select
 451                         <menuchoice><guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu>
 452                                 <guisubmenu>Permission Groups</guisubmenu></menuchoice></para>
 453                         <procedure>
 454                                 <title>Adding Groups</title>
 455                                 <step><para>Select the <guibutton>Group Configuration</guibutton> tab if not
 456                                 already selected in the right pane</para></step>
 457                                 <step><para>Click <guibutton>New Child</guibutton></para></step>
 458                                 <step><para>Enter a unique <guilabel>Group Name</guilabel></para></step>
 459                                 <step><para>Enter a <guilabel>Description</guilabel></para></step>
 460                                 <step><para>Select a <guilabel>Permission Interval</guilabel>. This will determine the
 461                                 default expiry date of user account when you register patrons and select
 462                                 their groups</para></step>
 463                                 <step><para>Selecting an <guilabel>Editing Permission</guilabel> will determine the group level the user will have for editing other users.</para></step>
 464                                 <step><para>Select the <guilabel>Parent Group</guilabel> for the group.</para>
 465                                 <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>
 466                                 <step><para>Click the <guibutton>Save</guibutton> button.</para></step>
 467                         </procedure>
 468                         <procedure>
 469                                 <title>Deleting Groups</title>
 470                                 <step><para>Select the group you wish to delete from the group tree on
 471                                 left pane.</para></step>
 472                                 <step><para>Click the <guibutton>Delete</guibutton> button.</para></step>
 473                                 <step><para>Click on <guibutton>OK</guibutton>to verify.</para></step>
 474                         </procedure>
 475                         <procedure>
 476                                 <title>Editing Groups</title>
 477                                 <step><para>Select the group you wish to edit from the group tree on left pane.</para></step>
 478                                 <step><para>Edit the fields you wish to change in the right pane.</para></step>
 479                                 <step><para>Click on <guibutton>Save</guibutton> to save changes.</para></step>
 480                         </procedure>
 481                         <procedure>
 482                                 <title>Adding Group Permissions</title>
 483                                 <step><para>Select the <guibutton>Group Permissions</guibutton> tab on the right
 484                                 pane</para></step>
 485                                 <step><para>Click on <guibutton>New Mapping</guibutton>.</para></step>
 486                                 <step><para>Select the permission you would like to add from the
 487                                 <guibutton>Permission</guibutton> Select box.</para></step>
 488                                 <step><para>Select the <guibutton>Depth</guibutton> you wish to set the
 489                                 permission. This will determine if the group has the permission at a local level or across a
 490                                 system, or consortium, or other organizational unit type.</para></step>
 491                                 <step><para>check the <guibutton>Grantable</guibutton> check box to allow the user to
 492                                 grant the permission to others.</para></step>
 493                                 <step><para>Click <guibutton>Add Mapping</guibutton> to add the permission to the
 494                                 group</para></step>
 495                         </procedure>
 496                         <procedure>
 497                                 <title>Deleting Group Permissions</title>
 498                                 <step><para>Select the group permission you wish to delete.</para></step>
 499                                 <step><para>Click the <guibutton>Delete Selected</guibutton> button.</para></step>
 500                                 <step><para>Click on <guibutton>OK</guibutton> to verify</para></step>
 501                         </procedure>
 502                         <procedure>
 503                                 <title>Editing Group Permissions</title>
 504                                 <step><para>Click on the <guilabel>Depth</guilabel> or <guilabel>Grantable</guilabel>
 505                                 field for the permission setting you wish to change.</para></step>
 506                                 <step><para>Make changes to other permissions in the same way.</para></step>
 507                                 <step><para>Click <guibutton>Save Changes</guibutton> when you are finished all
 508                                 the changes.</para></step>
 509                         </procedure>
 510                 </section>
 511                 <section>
 512                         <title>Permissions</title>
 513                         <table xml:id="permissiondescriptions">
 514                                 <title>Permissions Table</title>
 515                                 <tgroup cols="2">
 516                                         <thead>
 517                                                 <row>
 518                                                         <entry>Permission Name</entry>
 519                                                         <entry>Permission Description</entry>
 520                                                 </row>
 521                                         </thead>
 522                                         <tbody>
 523                                                 <row>
 524                                                         <entry>ABORT_REMOTE_TRANIST</entry>
 525                                                         <entry>Allows user to abort a copy transit if the user is not at
 526                                                         the transit source or destination</entry>
 527                                                 </row>
 528                                                 <row>
 529                                                         <entry>ABORT_TRANSIT</entry>
 530                                                         <entry>Allows user to abort a copy transit if the user is at the
 531                                                         transit destination or source</entry>
 532                                                 </row>
 533                                                 <row>
 534                                                         <entry>ASSIGN_WORK_ORG_UNIT </entry>
 535                                                         <entry>Allows user to define where another staff member's
 536                                                         permissions apply via the Permissions Editor interface.</entry>
 537                                                 </row>
 538                                                 <row>
 539                                                         <entry>BAR_PATRON</entry>
 540                                                         <entry>Allows user to bar a patron</entry>
 541                                                 </row>
 542                                                 <row>
 543                                                         <entry>CANCEL_HOLDS</entry>
 544                                                         <entry>Allows user to cancel holds</entry>
 545                                                 </row>
 546                                                 <row>
 547                                                         <entry>CIRC_CLAIMS_RETURNED.override</entry>
 548                                                         <entry>Allows user to check in/out an item that is claims
 549                                                         returned</entry>
 550                                                 </row>
 551                                                 <row>
 552                                                         <entry>CIRC_EXCEEDS_COPY_RANGE.override</entry>
 553                                                         <entry>Allows user to override the copy exceeds range event</entry>
 554                                                 </row>
 555                                                 <row>
 556                                                         <entry>CIRC_OVERRIDE_DUE_DATE</entry>
 557                                                         <entry>Allows user to change due date</entry>
 558                                                 </row>
 559                                                 <row>
 560                                                         <entry>CIRC_PERMIT_OVERRIDE</entry>
 561                                                         <entry>Allows user to bypass the circ permit call for i
 562                                                         checkout</entry>
 563                                                 </row>
 564                                                 <row>
 565                                                         <entry>COPY_ALERT_MESSAGE.override</entry>
 566                                                         <entry>Allows user to check in/out an item that has an alert
 567                                                                 message</entry>
 568                                                 </row>
 569                                                 <row>
 570                                                         <entry>COPY_BAD_STATUS.override</entry>
 571                                                         <entry>Allows user to check out an item in a non-circulatable
 572                                                         status</entry>
 573                                                 </row>
 574                                                 <row>
 575                                                         <entry>COPY_CHECKIN</entry>
 576                                                         <entry>Allows user to check in a copy</entry>
 577                                                 </row>
 578                                                 <row>
 579                                                         <entry>COPY_CHECKOUT</entry>
 580                                                         <entry>Allows user to check out a copy</entry>
 581                                                 </row>
 582                                                 <row>
 583                                                         <entry>COPY_CIRC_NOT_ALLOWED.override</entry>
 584                                                         <entry>Allows user to checkout an item that is marked as
 585                                                         non-circ</entry>
 586                                                 </row>
 587                                                 <row>
 588                                                         <entry>COPY_HOLDS</entry>
 589                                                         <entry>Allows user to place a hold on a specific copy</entry>
 590                                                 </row>
 591                                                 <row>
 592                                                         <entry>COPY_IS_REFERENCE.override</entry>
 593                                                         <entry>Allows user to override the copy_is_reference event</entry>
 594                                                 </row>
 595
 596                                                 <row>
 597                                                         <entry>COPY_NOT_AVAILABLE.override</entry>
 598                                                         <entry>Allows user to force checkout of Missing/Lost type
 599                                                         items</entry>
 600                                                 </row>
 601                                                 <row>
 602                                                         <entry>COPY_STATUS_LOST.override</entry>
 603                                                         <entry>Allows user to remove the lost status from a copy</entry>
 604                                                 </row>
 605                                                 <row>
 606                                                         <entry>COPY_STATUS_MISSING.override</entry>
 607                                                         <entry>Allows user to change the missing status on a copy</entry>
 608                                                 </row>
 609                                                 <row>
 610                                                         <entry>COPY_TRANSIT_RECEIVE</entry>
 611                                                         <entry>Allows user to close out a transit on a copy</entry>
 612                                                 </row>
 613                                                 <row>
 614                                                         <entry>CREATE_BILL</entry>
 615                                                         <entry>Allows user to create a new bill on a transaction</entry>
 616                                                 </row>
 617                                                 <row>
 618                                                         <entry>CREATE_CONTAINER</entry>
 619                                                         <entry>Allows user to create containers owned by other users
 620                                                         (containers are Item Buckets, Volume Buckets, and Book Bags)</entry>
 621                                                 </row>
 622                                                 <row>
 623                                                         <entry>CREATE_CONTAINER_ITEM</entry>
 624                                                         <entry>Allows user to place an item in a container (even if the
 625                                                         container is owned by other users).</entry>
 626                                                 </row>
 627                                                 <row>
 628                                                         <entry>CREATE_COPY</entry>
 629                                                         <entry>Allows user to create a new copy object</entry>
 630                                                 </row>
 631                                                 <row>
 632                                                         <entry>CREATE_COPY_LOCATION</entry>
 633                                                         <entry>Allows user to create a new copy location</entry>
 634                                                 </row>
 635                                                 <row>
 636                                                         <entry>CREATE_COPY_NOTE</entry>
 637                                                         <entry>Allows user to create a new copy note</entry>
 638                                                 </row>
 639                                                 <row>
 640                                                         <entry>CREATE_COPY_STAT_CAT</entry>
 641                                                         <entry>Allows user to create a statisitcal category for
 642                                                         copies</entry>
 643                                                 </row>
 644                                                 <row>
 645                                                         <entry>CREATE_COPY_STAT_CAT_ENTRY</entry>
 646                                                         <entry>Allows user to create a new entry for a copy statistical
 647                                                         category</entry>
 648                                                 </row>
 649                                                 <row>
 650                                                         <entry>CREATE_COPY_STAT_CAT_ENTRY_MAP</entry>
 651                                                         <entry>Allows user to link a copy to a statistical category
 652                                                         (i.e., allows user to specify the appropriate entry for a copy and
 653                                                         given statistical category)</entry>
 654                                                 </row>
 655                                                 <row>
 656                                                         <entry>CREATE_COPY_TRANSIT</entry>
 657                                                         <entry>Allows user to create a transit</entry>
 658                                                 </row>
 659                                                 <row>
 660                                                         <entry>CREATE_DUPLICATE_HOLDS</entry>
 661                                                         <entry>Allows user to create duplicate holds (e.g. two holds on the
 662                                                         same title)</entry>
 663                                                 </row>
 664                                                 <row>
 665                                                         <entry>CREATE_HOLD_NOTIFICATION</entry>
 666                                                         <entry>Allows user to create new hold notifications</entry>
 667                                                 </row>
 668                                                 <row>
 669                                                         <entry>CREATE_IN_HOUSE_USE</entry>
 670                                                         <entry>Allows user to create a new in-house-use</entry>
 671                                                 </row>
 672                                                 <row>
 673                                                         <entry>CREATE_MARC</entry>
 674                                                         <entry>Allows user to create new MARC records</entry>
 675                                                 </row>
 676                                                 <row>
 677                                                         <entry>CREATE_MY_CONTAINER</entry>
 678                                                         <entry>Allows user to create containers for self (containers are
 679                                                         Item Buckets, Volume Buckets, and Book Bags).</entry>
 680                                                 </row>
 681                                                 <row>
 682                                                         <entry>CREATE_NON_CAT_TYPE</entry>
 683                                                         <entry>Allows user to create a new non-cataloged item type</entry>
 684                                                 </row>
 685                                                 <row>
 686                                                         <entry>CREATE_PATRON_STAT_CAT</entry>
 687                                                         <entry>Allows user to create a new patron statistical
 688                                                         category</entry>
 689                                                 </row>
 690                                                 <row>
 691                                                         <entry>CREATE_PATRON_STAT_CAT_ENTRY</entry>
 692                                                         <entry>Allows user to create a new possible entry for patron
 693                                                         statistical categories</entry>
 694                                                 </row>
 695                                                 <row>
 696                                                         <entry>CREATE_PATRON_STAT_CAT_ENTRY_MAP</entry>
 697                                                         <entry>Allows user to link another user to a stat cat entry (i.e.,
 698                                                         specify the patron's entry for a given statistical category)</entry>
 699                                                 </row>
 700                                                 <row>
 701                                                         <entry>CREATE_PAYMENT</entry>
 702                                                         <entry>Allows user to record payments in the Billing
 703                                                         Interface</entry>
 704                                                 </row>
 705                                                 <row>
 706                                                         <entry>CREATE_TITLE_NOTE</entry>
 707                                                         <entry>Allows user to create a new title note</entry>
 708                                                 </row>
 709                                                 <row>
 710                                                         <entry>CREATE_TRANSACTION</entry>
 711                                                         <entry>Allows user to create new billable transactions (these
 712                                                         include checkouts and transactions created via the Bill Patron
 713                                                         operation)</entry>
 714                                                 </row>
 715                                                 <row>
 716                                                         <entry>CREATE_TRANSIT</entry>
 717                                                         <entry>Allows user to place item in transit</entry>
 718                                                 </row>
 719                                                 <row>
 720                                                         <entry>CREATE_USER</entry>
 721                                                         <entry>Allows user to create another user</entry>
 722                                                 </row>
 723                                                 <row>
 724                                                         <entry>CREATE_USER_GROUP_LINK</entry>
 725                                                         <entry>Allows user to add other users to permission groups</entry>
 726                                                 </row>
 727                                                 <row>
 728                                                         <entry>CREATE_VOLUME</entry>
 729                                                         <entry>Allows user to create a volume</entry>
 730                                                 </row>
 731                                                 <row>
 732                                                         <entry>CREATE_VOLUME_NOTE</entry>
 733                                                         <entry>Allows user to create a new volume note</entry>
 734                                                 </row>
 735                                                 <row>
 736                                                         <entry>DELETE_CONTAINER</entry>
 737                                                         <entry>Allows user to delete containers (containers are Item Buckets,
 738                                                         Volume Buckets, and Book Bags).</entry>
 739                                                 </row>
 740                                                 <row>
 741                                                         <entry>DELETE_CONTAINER_ITEM</entry>
 742                                                         <entry>Allows user to remove items from buckets and bookbags</entry>
 743                                                 </row>
 744                                                 <row>
 745                                                         <entry>DELETE_COPY</entry>
 746                                                         <entry>Allows user to delete a copy</entry>
 747                                                 </row>
 748                                                 <row>
 749                                                         <entry>DELETE_COPY_LOCATION</entry>
 750                                                         <entry>Allows user to delete a copy location</entry>
 751                                                 </row>
 752                                                 <row>
 753                                                         <entry>DELETE_COPY_NOTE</entry>
 754                                                         <entry>Allows user to delete copy notes</entry>
 755                                                 </row>
 756                                                 <row>
 757                                                         <entry>DELETE_COPY_STAT_CAT</entry>
 758                                                         <entry>Allows user to delete a copy statistical category</entry>
 759                                                 </row>
 760                                                 <row>
 761                                                         <entry>DELETE_COPY_STAT_CAT_ENTRY</entry>
 762                                                         <entry>Allows user to delete an entry for a copy statistical
 763                                                         category</entry>
 764                                                 </row>
 765                                                 <row>
 766                                                         <entry>DELETE_COPY_STAT_CAT_ENTRY_MAP</entry>
 767                                                         <entry>Allows user to delete a copy stat cat entry map</entry>
 768                                                 </row>
 769                                                 <row>
 770                                                         <entry>DELETE_NON_CAT_TYPE</entry>
 771                                                         <entry>Allows user to delete a non cataloged type (the user still
 772                                                         cannot deleted a non-cat type if any items of that type have
 773                                                         circulated).</entry>
 774                                                 </row>
 775                                                 <row>
 776                                                         <entry>DELETE_PATRON_STAT_CAT</entry>
 777                                                         <entry>Allows user to delete a patron statistical category</entry>
 778                                                 </row>
 779                                                 <row>
 780                                                         <entry>DELETE_PATRON_STAT_CAT_ENTRY</entry>
 781                                                         <entry>Allows user to delete an entry for patron statistical
 782                                                         categories</entry>
 783                                                 </row>
 784                                                 <row>
 785                                                         <entry>DELETE_PATRON_STAT_CAT_ENTRY_MAP</entry>
 786                                                         <entry>Allows user to remove a patron's entry for a given
 787                                                         statistical category</entry>
 788                                                 </row>
 789                                                 <row>
 790                                                         <entry>DELETE_RECORD</entry>
 791                                                         <entry>Allows user to delete a bib record</entry>
 792                                                 </row>
 793                                                 <row>
 794                                                         <entry>DELETE_TITLE_NOTE</entry>
 795                                                         <entry>Allows user to delete title notes</entry>
 796                                                 </row>
 797                                                 <row>
 798                                                         <entry>DELETE_USER</entry>
 799                                                         <entry>Allows user to mark a user as deleted</entry>
 800                                                 </row>
 801                                                 <row>
 802                                                         <entry>DELETE_VOLUME</entry>
 803                                                         <entry>Allows user to delete a volume</entry>
 804                                                 </row>
 805                                                 <row>
 806                                                         <entry>DELETE_VOLUME_NOTE</entry>
 807                                                         <entry>Allows user to delete volume notes</entry>
 808                                                 </row>
 809                                                 <row>
 810                                                         <entry>DELETE_WORKSTATION</entry>
 811                                                         <entry>Allows user to remove an existing workstation so a new one
 812                                                         can replace it</entry>
 813                                                 </row>
 814                                                 <row>
 815                                                         <entry>EVERYTHING</entry>
 816                                                         <entry> Every permssion is granted (for sysadmins and developers
 817                                                         only!)</entry>
 818                                                 </row>
 819                                                 <row>
 820                                                         <entry>HOLD_EXISTS.override</entry>
 821                                                         <entry>Allows users to place multiple holds on a single
 822                                                         copy/volume/title/metarecord (depending on hold type)</entry>
 823                                                 </row>
 824                                                 <row>
 825                                                         <entry>IMPORT_MARC</entry>
 826                                                         <entry>Allows user to import a MARC record via the z39.50
 827                                                         interface</entry>
 828                                                 </row>
 829                                                 <row>
 830                                                         <entry>ITEM_AGE_PROTECTED.override</entry>
 831                                                         <entry>Allows user to place a hold on an age-protected item</entry>
 832                                                 </row>                                          <row>
 833                                                         <entry>ITEM_ON_HOLDS_SHELF.override</entry>
 834                                                         <entry>Allows user to check out an item that is on holds shelf for a
 835                                                         different patron</entry>
 836                                                 </row>
 837                                                 <row>
 838                                                         <entry>MAX_RENEWALS_REACHED.override</entry>
 839                                                         <entry>Allows user to renew an item past the maximun renewal
 840                                                         count</entry>
 841                                                 </row>
 842                                                 <row>
 843                                                         <entry>MERGE_BIB_RECORDS</entry>
 844                                                         <entry>Allows user to merge bib records and their associated data
 845                                                         regardless of their bib/volume/copy level perms (in theory - as of
 846                                                         1.2.2, users still must have VOLUME_UPDATE and UPDATE_VOLUME in
 847                                                         order to merge records.</entry>
 848                                                 </row>
 849                                                 <row>
 850                                                         <entry>MR_HOLDS</entry>
 851                                                         <entry>Allows user to create a metarecord holds</entry>
 852                                                 </row>
 853                                                 <row>
 854                                                         <entry>OFFLINE_EXECUTE</entry>
 855                                                         <entry>Allows user to process an offline/standalone script
 856                                                         batch</entry>
 857                                                 </row>
 858                                                 <row>
 859                                                         <entry>OFFLINE_UPLOAD </entry>
 860                                                         <entry>Allows user to upload an offline/standalone script</entry>
 861                                                 </row>
 862                                                 <row>
 863                                                         <entry>OFFLINE_VIEW</entry>
 864                                                         <entry>Allows user to view uploaded offline script information</entry>
 865                                                 </row>
 866                                                 <row>
 867                                                         <entry>OPAC_LOGIN</entry>
 868                                                         <entry>Allows user to login to the OPAC</entry>
 869                                                 </row>
 870                                                 <row>
 871                                                         <entry>patron_exceeds_checkout_count.override</entry>
 872                                                         <entry>Allow user to override checkout count failure</entry>
 873                                                 </row>
 874                                                 <row>
 875                                                         <entry>patron_exceeds_fines .override</entry>
 876                                                         <entry>Allow user to override fine amount checkout failure</entry>
 877                                                 </row>
 878                                                 <row>
 879                                                         <entry>patron_exceeds_overdue_count .override</entry>
 880                                                         <entry>Allow user to override overdue count failure</entry>
 881                                                 </row>
 882                                                 <row>
 883                                                         <entry>REGISTER_WORKSTATION</entry>
 884                                                         <entry>Allows user to register a new workstation</entry>
 885                                                 </row>
 886                                                 <row>
 887                                                         <entry>REMOTE_Z3950_QUERY</entry>
 888                                                         <entry>Allows user to perform z3950 queries against remote
 889                                                         servers</entry>
 890                                                 </row>
 891                                                 <row>
 892                                                         <entry>REMOVE_USER_GROUP_LINK</entry>
 893                                                         <entry>Allows user to remove other users from permission
 894                                                         groups</entry>
 895                                                 </row>
 896                                                 <row>
 897                                                         <entry>RENEW_CIRC</entry>
 898                                                         <entry>Allows user to renew items</entry>
 899                                                 </row>
 900                                                 <row>
 901                                                         <entry>RENEW_HOLD_OVERRIDE</entry>
 902                                                         <entry>Allows user to continue to renew an item even if it is
 903                                                         required for a hold.</entry>
 904                                                 </row>
 905                                                 <row>
 906                                                         <entry>REQUEST_HOLDS</entry>
 907                                                         <entry>Allows user to create holds for another user (if true, we
 908                                                         still check to make sure they have permission to make the type of
 909                                                         hold they are requesting, e.g. COPY_HOLDS)</entry>
 910                                                 </row>
 911                                                 <row>
 912                                                         <entry>RUN_REPORTS</entry>
 913                                                         <entry>Allows user to view the Reports Interface, create templates,
 914                                                         and run reports</entry>
 915                                                 </row>
 916                                                 <row>
 917                                                         <entry>SET_CIRC_CLAIMS_RETURNED</entry>
 918                                                         <entry>Allows user to mark an item as claimed returned</entry>
 919                                                 </row>
 920                                                 <row>
 921                                                         <entry>SET_CIRC_LOST</entry>
 922                                                         <entry>Allows user to mark an item as lost</entry>
 923                                                 </row>
 924                                                 <row>
 925                                                         <entry>SET_CIRC_MISSING</entry>
 926                                                         <entry>Allows user to mark an item as missing</entry>
 927                                                 </row>
 928                                                 <row>
 929                                                         <entry>SHARE_REPORT_FOLDER</entry>
 930                                                         <entry>Allows user to share Template/Report/Output folders via the
 931                                                         Reporting Interface</entry>
 932                                                 </row>
 933                                                 <row>
 934                                                         <entry>STAFF_LOGIN</entry>
 935                                                         <entry>Allows user to login to the staff client</entry>
 936                                                 </row>
 937                                                 <row>
 938                                                         <entry>TITLE_HOLDS</entry>
 939                                                         <entry> Allows user to place a hold at the title level</entry>
 940                                                 </row>
 941                                                 <row>
 942                                                         <entry>UNBAR_PATRON</entry>
 943                                                         <entry> Allows user to un-bar a patron</entry>
 944                                                 </row>
 945                                                 <row>
 946                                                         <entry>UPDATE_BATCH_COPY</entry>
 947                                                         <entry>Allows user to edit copies in batch</entry>
 948                                                 </row>
 949                                                 <row>
 950                                                         <entry>UPDATE_CONTAINER</entry>
 951                                                         <entry>Allows user to update another users Buckets or Book
 952                                                         Bags</entry>
 953                                                 </row>
 954                                                 <row>
 955                                                         <entry>UPDATE_COPY</entry>
 956                                                         <entry>Allows user to edit a copy</entry>
 957                                                 </row>
 958                                                 <row>
 959                                                         <entry>UPDATE_COPY_LOCATION</entry>
 960                                                         <entry>Allows user to edit a copy location</entry>
 961                                                 </row>
 962                                                 <row>
 963                                                         <entry>UPDATE_COPY_STAT_CAT</entry>
 964                                                         <entry>Allows user to change a copy statistical category</entry>
 965                                                 </row>
 966                                                 <row>
 967                                                         <entry>UPDATE_COPY_STAT_CAT_ENTRY</entry>
 968                                                         <entry>Allows user to change a copy statistical category entry</entry>
 969                                                 </row>
 970                                                 <row>
 971                                                         <entry>UPDATE_HOLD</entry>
 972                                                         <entry>Allows user to edit holds (such as change notification phone
 973                                                         number or pickup library, as well as retarget the hold and capture
 974                                                         an item for hold or pickup)</entry>
 975                                                 </row>
 976                                                 <row>
 977                                                         <entry>UPDATE_MARC</entry>
 978                                                         <entry>Allows user to edit a marc record</entry>
 979                                                 </row>
 980                                                 <row>
 981                                                         <entry>UPDATE_NON_CAT_TYPE</entry>
 982                                                         <entry>Allows user to update a non cataloged type</entry>
 983                                                 </row>
 984                                                 <row>
 985                                                         <entry>UPDATE_ORG_SETTING</entry>
 986                                                         <entry>Allows user to update an org unit setting</entry>
 987                                                 </row>
 988                                                 <row>
 989                                                         <entry>UPDATE_ORG_UNIT</entry>
 990                                                         <entry>Allows user to change org unit settings</entry>
 991                                                 </row>
 992                                                 <row>
 993                                                         <entry>UPDATE_PATRON_STAT_CAT</entry>
 994                                                         <entry>Allows user to change a patron statistical category (such as
 995                                                         renaming the category)</entry>
 996                                                 </row>
 997                                                 <row>
 998                                                         <entry>UPDATE_PATRON_STAT_CAT_ENTRY</entry>
 999                                                         <entry>Allows user to change a patron stat cat entry(such as
1000                                                         renaming the entry)</entry>
1001                                                 </row>
1002                                                 <row>
1003                                                         <entry>UPDATE_RECORD</entry>
1004                                                         <entry>Allows user to undelete a MARC record</entry>
1005                                                 </row>
1006                                                 <row>
1007                                                         <entry>UPDATE_USER</entry>
1008                                                         <entry>Allows user to edit a user's record</entry>
1009                                                 </row>
1010                                                 <row>
1011                                                         <entry>UPDATE_VOLUME</entry>
1012                                                         <entry>Allows user to edit volumes - needed for merging records.
1013                                                         This is a duplicate of VOLUME_UPDATE; user must have both
1014                                                         permissions at appropriate level to merge records.</entry>
1015                                                 </row>
1016                                                 <row>
1017                                                         <entry>VIEW_CIRCULATIONS</entry>
1018                                                         <entry>Allows user to see what another user has checked out</entry>
1019                                                 </row>
1020                                                 <row>
1021                                                         <entry>VIEW_CONTAINER</entry>
1022                                                         <entry>Allows user to view buckets and bookbags</entry>
1023                                                 </row>
1024                                                 <row>
1025                                                         <entry>VIEW_COPY_CHECKOUT_HISTORY</entry>
1026                                                         <entry>Allows user to view which users have checked out a given
1027                                                         copy</entry>
1028                                                 </row>
1029                                                 <row>
1030                                                         <entry>VIEW_COPY_NOTES</entry>
1031                                                         <entry>Allows user to view notes attached to a copy</entry>
1032                                                 </row>
1033                                                 <row>
1034                                                         <entry>VIEW_HOLD</entry>
1035                                                         <entry>Allows user to view another user's holds</entry>
1036                                                 </row>
1037                                                 <row>
1038                                                         <entry>VIEW_HOLD_NOTIFICATION</entry>
1039                                                         <entry>Allows user to view notifications attached to a hold</entry>
1040                                                 </row>
1041                                                 <row>
1042                                                         <entry>VIEW_HOLD_PERMIT</entry>
1043                                                         <entry>Allows user to see if another user has permission to place a
1044                                                         hold on a given copy</entry>
1045                                                 </row>
1046                                                 <row>
1047                                                         <entry>VIEW_PERM_GROUPS</entry>
1048                                                         <entry>Allows user to view permission groups.</entry>
1049                                                 </row>
1050                                                 <row>
1051                                                         <entry>VIEW_PERMISSION</entry>
1052                                                         <entry>Allows user to view user permissions within the user
1053                                                         permissions editor</entry>
1054                                                 </row>
1055                                                 <row>
1056                                                         <entry>VIEW_PERMIT_CHECKOUT</entry>
1057                                                         <entry>Allows user to see if another user can check out an item
1058                                                         (should be true for all staff)</entry>
1059                                                 </row>
1060                                                 <row>
1061                                                         <entry>VIEW_REPORT_OUTPUT</entry>
1062                                                         <entry>Allows user to view report output</entry>
1063                                                 </row>
1064                                                 <row>
1065                                                         <entry>VIEW_TITLE_NOTES</entry>
1066                                                         <entry>Allows user to view all notes attached to a title</entry>
1067                                                 </row>
1068                                                 <row>
1069                                                         <entry>VIEW_TRANSACTION</entry>
1070                                                         <entry>Allows user to see another users grocery/circ transactions
1071                                                         in the Bills Interface</entry>
1072                                                 </row>
1073                                                 <row>
1074                                                         <entry>VIEW_USER</entry>
1075                                                         <entry>Allows user to view another user's Patron Record</entry>
1076                                                 </row>
1077                                                 <row>
1078                                                         <entry>VIEW_USER_FINES_SUMMARY</entry>
1079                                                         <entry>Allows user to view bill details</entry>
1080                                                 </row>
1081                                                 <row>
1082                                                         <entry>VIEW_USER_TRANSACTIONS</entry>
1083                                                         <entry>*same as VIEW_TRANSACTION (duplicate perm)</entry>
1084                                                 </row>
1085                                                 <row>
1086                                                         <entry>VIEW_VOLUME_NOTES</entry>
1087                                                         <entry>Allows user to view all notes attached to a volume</entry>
1088                                                 </row>
1089                                                 <row>
1090                                                         <entry>VIEW_ZIP_DATA</entry>
1091                                                         <entry>Allows user to query the zip code data method</entry>
1092                                                 </row>
1093                                                 <row>
1094                                                         <entry>VOID_BILLING</entry>
1095                                                         <entry>Allows user to void a bill</entry>
1096                                                 </row>
1097                                                 <row>
1098                                                         <entry>VOLUME_HOLDS</entry>
1099                                                         <entry> Allows user to place a volume level hold</entry>
1100                                                 </row>
1101
1102                                                 <row>
1103                                                         <entry>actor.org_unit.closed_date.create</entry>
1104                                                         <entry>Allows user to create a new closed date for a location</entry>
1105                                                 </row>
1106                                                 <row>
1107                                                         <entry>actor.org_unit.closed_date.delete</entry>
1108                                                         <entry>Allows user to remove a closed date interval for a given
1109                                                         location</entry>
1110                                                 </row>
1111                                                 <row>
1112                                                         <entry>actor.org_unit.closed_date.update</entry>
1113                                                         <entry>Allows user to update a closed date interval for a given
1114                                                         location</entry>
1115                                                 </row>
1116                                                 <row>
1117                                                         <entry>group_application.user</entry>
1118                                                         <entry>Allows user to add/remove users to/from the User group</entry>
1119                                                 </row>
1120                                                 <row>
1121                                                         <entry>group_application.user.patron</entry>
1122                                                         <entry>Allows user to add/remove users to/from the Patron
1123                                                         group</entry>
1124                                                 </row>
1125                                                 <row>
1126                                                         <entry>group_application.user.sip_client</entry>
1127                                                         <entry>Allows user to add/remove users to/from the SIP-Client
1128                                                         group</entry>
1129                                                 </row>
1130                                                 <row>
1131                                                         <entry>group_application.user.staff</entry>
1132                                                         <entry>Allows user to add/remove users to/from the Staff
1133                                                         group</entry>
1134                                                 </row>
1135                                                 <row>
1136                                                         <entry>group_application.user.staff.admin.global_admin</entry>
1137                                                         <entry>Allows user to add/remove users to/from the GlobalAdmin
1138                                                         group</entry>
1139                                                 </row>
1140                                                 <row>
1141                                                         <entry>group_application.user.staff.admin.lib_manager</entry>
1142                                                         <entry>Allows user to add/remove users to/from the LibraryManager
1143                                                         group</entry>
1144                                                 </row>
1145                                                 <row>
1146                                                         <entry>group_application.user.staff.admin.local_admin</entry>
1147                                                         <entry>Allows user to add/remove users to/from the LocalAdmin
1148                                                         group</entry>
1149                                                 </row>
1150                                                 <row>
1151                                                 <entry>group_application.user.staff.cat</entry>
1152                                                 <entry>Allows user to add/remove users to/from the Cataloger group</entry>
1153                                                 </row>
1154                                                 <row>
1155                                                         <entry>group_application.user.staff.cat.cat1</entry>
1156                                                         <entry>Allows user to add/remove users to/from the Cat1 group</entry>
1157                                                 </row>
1158                                                 <row>
1159                                                         <entry>group_application.user.staff.circ</entry>
1160                                                         <entry>Allows user to add/remove users to/from the Circulator
1161                                                         group</entry>
1162                                                 </row>
1163                                                 <row>
1164                                                         <entry>group_application.user.staff.supercat</entry>
1165                                                         <entry>Allows user to add/remove users to/from the Supercat
1166                                                         group</entry>
1167                                                 </row>
1168                                                 <row>
1169                                                         <entry>group_application.user.vendor</entry>
1170                                                         <entry>Allows user to add/remove users to/from the Vendor
1171                                                         group</entry>
1172                                                 </row>
1173                                                 <row>
1174                                                         <entry>money.collections_tracker.create</entry>
1175                                                         <entry>Allows user to put someone into collections</entry>
1176                                                 </row>
1177                                                 <row>
1178                                                         <entry>money.collections_tracker.delete</entry>
1179                                                         <entry>Allows user to take someone out of collections</entry>
1180                                                 </row>
1181                                         </tbody>
1182                                 </tgroup>
1183                         </table>
1184                 </section>
1185         </section>
1186         <section xml:id="copystatus">
1187                 <title>Copy Status</title>
1188                 <para>To navigate to the copy status editor from the staff client menu, select
1189                         <menuchoice><guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu>
1190                                 <guisubmenu>Copy Statuses </guisubmenu></menuchoice></para>
1191                 <para>The Copy Status Editor is used to Add, edit and delete statuses of copies in your system.</para>
1192                 <para>Evergreen comes pre-loaded with a number of copy statuses.</para>
1193                         <table xml:id="copystatusestable">
1194                                 <title>Copy Status Table</title>
1195                                 <tgroup cols="4">
1196                                         <thead>
1197                                                 <row>
1198                                                         <entry>ID</entry>
1199                                                         <entry>Name</entry>
1200                                                         <entry>Holdable - default setting</entry>
1201                                                         <entry>OPAC Visible - default setting</entry>
1202                                                 </row>
1203                                         </thead>
1204                                         <tbody>
1205                                                 <row>
1206                                                         <entry>0</entry>
1207                                                         <entry>Available</entry>
1208                                                         <entry>true</entry>
1209                                                         <entry>true</entry>
1210                                                 </row>
1211                                                 <row>
1212                                                         <entry>1</entry>
1213                                                         <entry>Checked out</entry>
1214                                                         <entry>true</entry>
1215                                                         <entry>true</entry>
1216                                                 </row>
1217                                                 <row>
1218                                                         <entry>2</entry>
1219                                                         <entry>Bindery</entry>
1220                                                         <entry>false</entry>
1221                                                         <entry>false</entry>
1222                                                 </row>
1223                                                 <row>
1224                                                         <entry>3</entry>
1225                                                         <entry>Lost</entry>
1226                                                         <entry>false</entry>
1227                                                         <entry>false</entry>
1228                                                 </row>
1229                                                 <row>
1230                                                         <entry>4</entry>
1231                                                         <entry>Missing</entry>
1232                                                         <entry>false</entry>
1233                                                         <entry>false</entry>
1234                                                 </row>
1235                                                 <row>
1236                                                         <entry>5</entry>
1237                                                         <entry>In process</entry>
1238                                                         <entry>false</entry>
1239                                                         <entry>true</entry>
1240                                                 </row>
1241                                                 <row>
1242                                                         <entry>6</entry>
1243                                                         <entry>In transit</entry>
1244                                                         <entry>true</entry>
1245                                                         <entry>true</entry>
1246                                                 </row>
1247                                                 <row>
1248                                                         <entry>7</entry>
1249                                                         <entry>Reshelving</entry>
1250                                                         <entry>true</entry>
1251                                                         <entry>true</entry>
1252                                                 </row>
1253                                                 <row>
1254                                                         <entry>8</entry>
1255                                                         <entry>On holds shelf</entry>
1256                                                         <entry>true</entry>
1257                                                         <entry>true</entry>
1258                                                 </row>
1259                                                 <row>
1260                                                         <entry>9</entry>
1261                                                         <entry>On order</entry>
1262                                                         <entry>true</entry>
1263                                                         <entry>true</entry>
1264                                                 </row>
1265                                                 <row>
1266                                                         <entry>10</entry>
1267                                                         <entry>ILL</entry>
1268                                                         <entry>true</entry>
1269                                                         <entry>false</entry>
1270                                                 </row>
1271                                                 <row>
1272                                                         <entry>11</entry>
1273                                                         <entry>Cataloging</entry>
1274                                                         <entry>true</entry>
1275                                                         <entry>false</entry>
1276                                                 </row>
1277                                                 <row>
1278                                                         <entry>12</entry>
1279                                                         <entry>Reserves</entry>
1280                                                         <entry>false</entry>
1281                                                         <entry>true</entry>
1282                                                 </row>
1283                                                 <row>
1284                                                         <entry>13</entry>
1285                                                         <entry>Discard/Weed</entry>
1286                                                         <entry>false</entry>
1287                                                         <entry>false</entry>
1288                                                 </row>
1289                                                 <row>
1290                                                         <entry>14</entry>
1291                                                         <entry>Damaged</entry>
1292                                                         <entry>false</entry>
1293                                                         <entry>false</entry>
1294                                                 </row>
1295                                                 <row>
1296                                                         <entry>15</entry>
1297                                                         <entry>On reservation shelf</entry>
1298                                                         <entry>true</entry>
1299                                                         <entry>false</entry>
1300                                                 </row>
1301                                         </tbody>
1302                                 </tgroup>
1303                         </table>
1304                         <para>It is possible to add, delete and edit copy statuses.</para>
1305                         <procedure>
1306                                 <title>Adding Copy Statuses</title>
1307                                 <step><para>In the <guilabel>New Status</guilabel> field, enter the name of the
1308                                 new status you wish to add.</para></step>
1309                                 <step><para>Click <guibutton>Add</guibutton>.</para></step>
1310                                 <step><para>Locate you new status and check the <emphasis>Holdable</emphasis> check box
1311                                 if you wish to all users to place holds on items in this status. Check
1312                                 <emphasis>OPAC Visble</emphasis> if you wish for this status to appear in the public
1313                                 OPAC.</para></step>
1314                                 <step><para>Click <guibutton>Save Changes</guibutton> at the bottum of the screen to
1315                                 save changes to the new status.</para></step>
1316                         </procedure>
1317                         <procedure>
1318                                 <title>Deleting Copy Statuses</title>
1319                                 <step><para>Highlight the statuses you wish to delete. Hold the
1320                                 <keycap>Shift</keycap> to select more than one status.</para></step>
1321                                 <step><para>Click <guibutton>Delete Selected</guibutton>.</para></step>
1322                                 <step><para>Click OK to verify.</para>
1323                                         <note><para>You will not be able to delete statuses if copies currently
1324                                         exist with that status.</para></note>
1325                                 </step>
1326                         </procedure>
1327                         <procedure>
1328                                 <title>Editing Copy Statuses</title>
1329                                 <step><para>Double click on a status name to change its name and enter the new
1330                                 name.</para> <para>To change whether a status is visible in the OPAC, check or uncheck
1331                                 the <emphasis>OPAC Visible</emphasis> check box.</para><para>To allow patrons the ability to
1332                                 hold items in that status, check the <emphasis>Holdable</emphasis> check box. To prevent
1333                                 users from holding items in that status, uncheck the <emphasis>Holdable</emphasis>
1334                                 check box. </para></step>
1335                                 <step><para>Once you have finished editing the statuses, remember to click
1336                                 <guibutton>Save Changes</guibutton>.</para></step>
1337                         </procedure>
1338                         </section>
1339         <section xml:id="billingtypes">
1340                 <title>Billing Types</title>
1341                 <para>The billing types editor is used for creating, editing and deleting billing types.</para>
1342                 <para>To navigate to the billing types editor from the staff client menu, select
1343                         <menuchoice><guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu>
1344                                 <guisubmenu>Billing Types</guisubmenu></menuchoice></para>
1345                         <procedure>
1346                                 <title>Adding Billing Types</title>
1347                                 <step><para>Click <guibutton>New Billing Type</guibutton>.</para></step>
1348                                 <step><para>Enter the name of the billing type.</para></step>
1349                                 <step><para>Select the <emphasis>Org Unit</emphasis> to use this billing type.</para></step>
1350                                 <step><para>Enter the <emphasis>Default Price</emphasis>. This is only the default since
1351                                 the actual price of a specific billing can be adjusted when staff create
1352                                 a billing</para></step>
1353                                 <step><para>Click <guibutton>Save</guibutton> to save the new billing type.</para></step>
1354                         </procedure>
1355                         <procedure>
1356                                 <title>Deleting Billing Types</title>
1357                                 <step><para>Check the checkbox of the billing type(s) you wish to delete.</para></step>
1358                                 <step><para>Click <guibutton>Delete Selected</guibutton>.
1359                                         <warning><para>The selected billing types will be deleted without a
1360                                         verification alert.</para></warning>
1361                                 </para></step>
1362                         </procedure>
1363                         <procedure>
1364                                 <title>Editing Billing Types</title>
1365                                 <step><para>Double click on a billing types to open the editing window.</para></step>
1366                                 <step><para>Make desired changes to the <emphasis>name</emphasis>,
1367                                 <emphasis>Org Unit</emphasis> and <emphasis>Default Price</emphasis>.</para></step>
1368                                 <step><para>Once you have finished editing, click
1369                                 <guibutton>Save</guibutton>.</para></step>
1370                         </procedure>
1371
1372         </section>
1373         <section xml:id="circmodifiers">
1374                 <title>Circulation Modifiers</title>
1375                 <para>The circulation modifier editor is used to create, edit and delete modifier categories to control
1376                 circulation policies on specific groups of items.</para>
1377                 <para>To navigate to the circulation modifiers editor from the staff client menu, select
1378                         <menuchoice>
1379                                 <guimenu>Admin</guimenu>  <guisubmenu>Server Administration</guisubmenu>
1380                                 <guisubmenu>Circulation Modifiers</guisubmenu></menuchoice>.
1381                 </para>
1382                         <procedure>
1383                                 <title>Adding Circulation Modifiers</title>
1384                                 <step><para>Click <guibutton>New Circ Modifier</guibutton>.</para></step>
1385                                 <step><para>Enter a <emphasis>Code</emphasis>, <emphasis>Name</emphasis> and
1386                                 <emphasis>Description</emphasis>.</para></step>
1387                                 <step><para>Select the <emphasis>SIP 2 Media Type</emphasis>.</para></step>
1388                                 <step><para>Check the <guibutton>Magnetic Media</guibutton> check box if the item is magnetic media such as a casette
1389                                 tape.</para></step>
1390                                 <step><para>Click <guibutton>Save</guibutton> to save the new circulation
1391                                 modifier.</para></step>
1392                         </procedure>
1393                         <procedure>
1394                                 <title>Deleting Circulation Modifiers</title>
1395                                 <step><para>Check the check box(es) next to the circulation modifiers(s) you wish to
1396                                 delete.</para></step>
1397                                 <step><para>Click <guibutton>Delete Selected</guibutton> near the top of the page.
1398                                 <warning><para>The selected circulation modifiers will be deleted without a
1399                                 verification alert.</para></warning>
1400                                 </para></step>
1401                         </procedure>
1402                         <procedure>
1403                                 <title>Editing Circulation Modifiers</title>
1404                                 <step><para>Double click on the row of the cirlation modifier you wish to
1405                                 edit.</para></step>
1406                                 <step><para>Make desired changes.</para></step>
1407                                 <step><para>Once you have finished editing, click
1408                                 <guibutton>Save</guibutton>.</para></step>
1409                         </procedure>
1410         </section>
1411         <section xml:id="catalogingtemplates">
1412                 <title>Cataloging Templates</title>
1413                 <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 cataloguer adds a new record</para>
1414                 <procedure>
1415                         <title>Adding Cataloging Templates</title>
1416                         <step>
1417                                 <para>
1418                                 Create a marc template in  the directory <filename class="directory">/openils/var/templates/marc/</filename>. It should be in xml format.
1419                                 Here is an example file <filename>k_video.xml</filename>:
1420                                 </para>
1421                          <para>
1422                                 <mediaobject xml:id="cattemplate">
1423                                         <alt>Catalog Template Example</alt>
1424                                         <imageobject>
1425                                         <imagedata scalefit="0" fileref="../media/k_book_record.png"/>
1426                                         </imageobject>
1427                                 </mediaobject>
1428                         </para>
1429
1430                         </step>
1431                         <step>
1432                         <para>Add the template to the to the <emphasis>marctemplates</emphasis> list in the open-ils.cat section of the evergreen configuration file <filename>opensrf.xml</filename> </para>
1433                         </step>
1434                         <step>
1435                                 <para>Restart perl services for changes to take effect.</para>
1436                                 <screen>/openils/bin/osrf_ctl.sh -l -a restart_perl</screen>
1437                         </step>
1438                 </procedure>
1439         </section>
1440 </chapter>