Add local server administration files and media. Edit root.xml so intro of intro...
authorRobert Soulliere <rsoulliere@libdog.mohawkcollege.ca>
Tue, 10 Aug 2010 18:36:34 +0000 (14:36 -0400)
committerRobert Soulliere <rsoulliere@libdog.mohawkcollege.ca>
Tue, 10 Aug 2010 18:36:34 +0000 (14:36 -0400)
68 files changed:
1.6/admin/admin-lsa.xml [new file with mode: 0644]
1.6/admin/admin-receipt.xml [new file with mode: 0644]
1.6/admin/admin-survey.xml [new file with mode: 0644]
1.6/media/lsa-1.png [new file with mode: 0644]
1.6/media/lsa-10.jpg [new file with mode: 0644]
1.6/media/lsa-11.jpg [new file with mode: 0644]
1.6/media/lsa-12.jpg [new file with mode: 0644]
1.6/media/lsa-14.jpg [new file with mode: 0644]
1.6/media/lsa-16.jpg [new file with mode: 0644]
1.6/media/lsa-17.jpg [new file with mode: 0644]
1.6/media/lsa-18.jpg [new file with mode: 0644]
1.6/media/lsa-2.jpg [new file with mode: 0644]
1.6/media/lsa-22.png [new file with mode: 0644]
1.6/media/lsa-23.jpg [new file with mode: 0644]
1.6/media/lsa-25.jpg [new file with mode: 0644]
1.6/media/lsa-26.jpg [new file with mode: 0644]
1.6/media/lsa-27.jpg [new file with mode: 0644]
1.6/media/lsa-28.jpg [new file with mode: 0644]
1.6/media/lsa-32.jpg [new file with mode: 0644]
1.6/media/lsa-33.jpg [new file with mode: 0644]
1.6/media/lsa-4.jpg [new file with mode: 0644]
1.6/media/lsa-5.jpg [new file with mode: 0644]
1.6/media/lsa-7.jpg [new file with mode: 0644]
1.6/media/lsa-8.jpg [new file with mode: 0644]
1.6/media/lsa-closed-mountain-1.png [new file with mode: 0644]
1.6/media/lsa-closed-mountain-2.png [new file with mode: 0644]
1.6/media/lsa-group-0.png [new file with mode: 0644]
1.6/media/lsa-group-1.png [new file with mode: 0644]
1.6/media/lsa-group-1a.png [new file with mode: 0644]
1.6/media/lsa-group-2.png [new file with mode: 0644]
1.6/media/lsa-group-3.png [new file with mode: 0644]
1.6/media/lsa-group-4.png [new file with mode: 0644]
1.6/media/lsa-group-5.png [new file with mode: 0644]
1.6/media/lsa-group-6.png [new file with mode: 0644]
1.6/media/receipt-10.jpg [new file with mode: 0644]
1.6/media/receipt-11.jpg [new file with mode: 0644]
1.6/media/receipt-12.jpg [new file with mode: 0644]
1.6/media/receipt-13.jpg [new file with mode: 0644]
1.6/media/receipt-14.jpg [new file with mode: 0644]
1.6/media/receipt-15.jpg [new file with mode: 0644]
1.6/media/receipt-16.png [new file with mode: 0644]
1.6/media/receipt-17.jpg [new file with mode: 0644]
1.6/media/receipt-18.jpg [new file with mode: 0644]
1.6/media/receipt-19.jpg [new file with mode: 0644]
1.6/media/receipt-2.jpg [new file with mode: 0644]
1.6/media/receipt-20.jpg [new file with mode: 0644]
1.6/media/receipt-21.jpg [new file with mode: 0644]
1.6/media/receipt-22.jpg [new file with mode: 0644]
1.6/media/receipt-23.jpg [new file with mode: 0644]
1.6/media/receipt-24.jpg [new file with mode: 0644]
1.6/media/receipt-3.jpg [new file with mode: 0644]
1.6/media/receipt-4.jpg [new file with mode: 0644]
1.6/media/receipt-5.jpg [new file with mode: 0644]
1.6/media/receipt-6.jpg [new file with mode: 0644]
1.6/media/receipt-7.jpg [new file with mode: 0644]
1.6/media/receipt-8.jpg [new file with mode: 0644]
1.6/media/receipt-9.jpg [new file with mode: 0644]
1.6/media/survey-1.png [new file with mode: 0644]
1.6/media/survey-10.png [new file with mode: 0644]
1.6/media/survey-2.png [new file with mode: 0644]
1.6/media/survey-3.png [new file with mode: 0644]
1.6/media/survey-4.png [new file with mode: 0644]
1.6/media/survey-5.png [new file with mode: 0644]
1.6/media/survey-6.png [new file with mode: 0644]
1.6/media/survey-7.png [new file with mode: 0644]
1.6/media/survey-8.png [new file with mode: 0644]
1.6/media/survey-9.png [new file with mode: 0644]
1.6/root.xml

diff --git a/1.6/admin/admin-lsa.xml b/1.6/admin/admin-lsa.xml
new file mode 100644 (file)
index 0000000..6e8ee6f
--- /dev/null
@@ -0,0 +1,1361 @@
+<?xml version="1.0" encoding="utf-8"?>\r
+<chapter xml:id="lsa" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+   xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+   <info>\r
+      <title>Local Administration Menu</title>\r
+   </info>\r
+   <section>\r
+      <info>\r
+         <title>Overview</title>\r
+      </info>\r
+      <informalfigure>\r
+         <para>Many Evergreen configuration options are available under the <menuchoice>\r
+               <guimenu>Admin (-)</guimenu>\r
+               <guimenuitem>Local Administration</guimenuitem>\r
+            </menuchoice> rollover menu.</para>\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/lsa-1.png"/>\r
+               </imageobject>\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+      <informalfigure>\r
+         <para>This menu is new in Evergreen 1.6 and provides shortcuts to settings also available\r
+            from the <guilabel>Local Administration</guilabel> page shown below:</para>\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/lsa-2.jpg"/>\r
+               </imageobject>\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+      <para>Either access point can be used, but examples in this manual use the more comprehensive\r
+            <guilabel>Local Administration</guilabel> rollover menu.</para>\r
+      <para>Items on this menu are visible to anyone logged into the staff client but usually\r
+         require special permissions to edit. The following table describes each of the menu options. </para>\r
+      <informaltable>\r
+         <tgroup cols="3" align="left" colsep="1" rowsep="1">\r
+\r
+            <thead>\r
+               <row>\r
+                  <entry>Menu option</entry>\r
+                  <entry>Description</entry>\r
+               </row>\r
+            </thead>\r
+            <tbody>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-receipt">Receipt Template Editor</link>\r
+                  </entry>\r
+                  <entry>Customize printed receipts (checkout receipts, hold slips, etc) for a\r
+                     single workstation</entry>     \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-font">Global Font and Sound Settings</link>\r
+                  </entry>\r
+                  <entry>Change font size and sound settings for a single workstation</entry>              \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-printer">Printer Settings Editor</link>\r
+                  </entry>\r
+                  <entry>Configure printer settings for a single workstation</entry>                \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-closed">Closed Dates Editor</link>\r
+                  </entry>\r
+                  <entry>Set library closure dates (affects due dates and fines)</entry>                \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-copy-locations">Copy Locations Editor</link>\r
+                  </entry>\r
+                  <entry>Create and edit copy locations, also known as shelving locations</entry>                \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-library-settings">Library Settings Editor</link>\r
+                  </entry>\r
+                  <entry>Detailed library configuration settings</entry>                 \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-noncat">Non-Catalogued Type Editor</link>\r
+                  </entry>\r
+                  <entry>Create and edit optional <guilabel>non-catalogued</guilabel> item\r
+                     types</entry>                 \r
+               </row>\r
+\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-statcat">Statistical Categories Editor</link>\r
+                  </entry>\r
+                  <entry>Create and manage optional categories for detailed patron/item\r
+                     information</entry>                  \r
+               </row>\r
+               <row>\r
+                  <entry>Standing Penalties</entry>\r
+                  <entry>\r
+                     <emphasis>admin settings</emphasis>\r
+                  </entry>                \r
+               </row>\r
+               <row xml:id="lsa-group-penalty-table-entry">\r
+                  <entry>\r
+                     <link linkend="lsa-group-penalty">Group Penalty Thresholds</link>\r
+                  </entry>\r
+                  <entry> Set library-specific thresholds for maximum items out, maximum overdues,\r
+                     and maximum fines </entry>                 \r
+               </row>\r
+               <row>\r
+                  <entry>Field Documentation</entry>\r
+                  <entry>\r
+                     <emphasis>admin settings</emphasis>\r
+                  </entry>                  \r
+               </row>\r
+               <row>\r
+                  <entry>Notifications / Action Triggers</entry>\r
+                  <entry>\r
+                     <emphasis>admin settings</emphasis>\r
+                  </entry>                 \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-survey">Surveys</link>\r
+                  </entry>\r
+                  <entry>Create patron surveys to be completed at patron registration</entry>                 \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="report-introduction">Reports</link>\r
+                  </entry>\r
+                  <entry>Generate reports on any field in the Evergreen database</entry>                  \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="lsa-cash-reports">Cash Reports</link>\r
+                  </entry>\r
+                  <entry>View summary report of cash transactions for selected date range</entry>                  \r
+               </row>\r
+               <row>\r
+                  <entry>\r
+                     <link linkend="transit">Transit List</link>\r
+                  </entry>\r
+                  <entry>View items in transit to or from your library during selected date\r
+                     range</entry>              \r
+               </row>\r
+               <row>\r
+                  <entry>Circulation Policies</entry>\r
+                  <entry>\r
+                     <emphasis>admin settings</emphasis>\r
+                  </entry>  \r
+               </row>\r
+               <row>\r
+                  <entry>Hold Policies</entry>\r
+                  <entry>\r
+                     <emphasis>admin settings</emphasis>\r
+                  </entry>\r
+               </row>\r
+            </tbody>\r
+         </tgroup>\r
+      </informaltable>\r
+   </section>\r
+   <xi:include href="admin-receipt.xml"/>\r
+   <section xml:id="lsa-font">\r
+      <info>\r
+         <title>Global Font and Sound Settings</title>\r
+      </info>\r
+      <para><guilabel>Global Font and Sound Settings</guilabel> apply to the current workstation\r
+         only. Use to turn staff client sounds on/off or to adjust the font size in the staff client\r
+         interface. These settings do not affect OPAC font sizes.</para>\r
+      <procedure>\r
+         <step>\r
+            <para>Select <menuchoice>\r
+                  <guimenu>Admin (-)</guimenu>\r
+                  <guisubmenu>Local Administration</guisubmenu>\r
+                  <guimenuitem>Global Font and Sound Settings</guimenuitem>\r
+               </menuchoice>.</para>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>To turn off the system sounds, like the noise that happens when a patron with a\r
+                  block is retrieved check the <guilabel>disable sound</guilabel> box and click\r
+                     <guibutton>Save to Disk</guibutton>.  </para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata scalefit="0" fileref="../media/lsa-4.jpg"/>\r
+                     </imageobject>\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>To change the size of the font, pick the desired option and click\r
+                     <guibutton>Save to Disk</guibutton>.  </para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata scalefit="0" fileref="../media/lsa-5.jpg"/>\r
+                     </imageobject>\r
+\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+      </procedure>\r
+   </section>\r
+   <section xml:id="lsa-printer">\r
+      <info>\r
+         <title>Printer Settings Editor</title>\r
+      </info>\r
+      <para>Use the <guilabel>Printer Settings Editor</guilabel> to configure printer output for\r
+         each workstation.</para>\r
+      <procedure>\r
+         <step>\r
+            <para>Select <menuchoice>\r
+                  <guimenu>Admin (-)</guimenu>\r
+                  <guisubmenu>Local Administration</guisubmenu>\r
+                  <guimenuitem>Printer Settings Editor</guimenuitem>\r
+               </menuchoice>.</para>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>From this screen you can print a test page, or alter the page settings for your\r
+                  receipt printer.  </para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata width="100%" scalefit="1" fileref="../media/lsa-7.jpg"/>\r
+                     </imageobject>\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>Click on <guibutton>Page Settings</guibutton> to change printing format and\r
+                  option settings.  Click on the <guilabel>Margins &amp;\r
+                     Header/Footer</guilabel> tab to adjust </para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata scalefit="0" fileref="../media/lsa-8.jpg"/>\r
+                     </imageobject>\r
+\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+      </procedure>\r
+   </section>\r
+   <section xml:id="lsa-closed">\r
+      <info>\r
+         <title>Closed Dates Editor</title>\r
+      </info>\r
+      <para>These dates are in addition to your regular weekly closed days (see <xref\r
+            linkend="server-hours"/>).    Both regular closed days and those entered in the\r
+            <guilabel>Closed Dates Editor</guilabel> affect due dates and fines:</para>\r
+      <itemizedlist>\r
+         <listitem>\r
+            <formalpara>\r
+               <title>Due dates</title>\r
+               <para>Due dates that would fall on closed days are automatically pushed forward to\r
+                  the next open day. Likewise, if an item is checked out at 8pm, for example, and\r
+                  would normally be due on a day when the library closes before 8pm, Evergreen\r
+                  pushes the due date forward to the next open day.</para>\r
+            </formalpara>\r
+         </listitem>\r
+         <listitem>\r
+            <formalpara>\r
+               <title>Overdue fines</title>\r
+               <para>Overdue fines are not charged on days when the library is closed.</para>\r
+            </formalpara>\r
+         </listitem>\r
+      </itemizedlist>     \r
+      <simplesect>\r
+         <title>Multi-Day Closing</title>\r
+         <procedure>\r
+            <step>\r
+               <para>Select <menuchoice>\r
+                     <guimenu>Admin (-)</guimenu>\r
+                     <guisubmenu>Local Administration</guisubmenu>\r
+                     <guimenuitem>Closed Dates Editor</guimenuitem>\r
+                  </menuchoice>.</para>\r
+            </step>\r
+            <step xml:id="lsa-multi-day-select">\r
+               <informalfigure>\r
+                  <para>Select <guibutton>Add Multi-Date Closing</guibutton> if your closed dates\r
+                     are entire business days.</para>\r
+                  <para>\r
+                     <mediaobject>\r
+                        <alt>screenshot of staff client</alt>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/lsa-10.jpg"/>\r
+                        </imageobject>\r
+                     </mediaobject>\r
+                  </para>\r
+               </informalfigure>\r
+            </step>\r
+            <step>\r
+               <informalfigure>\r
+                  <para>Enter applicable dates and a descriptive reason for the closing and click\r
+                        <guibutton>Save</guibutton>.  Check the <guilabel>Apply to all of my\r
+                        libraries</guilabel> box if your library is a multi-branch system and the\r
+                     closing applies to all of your branches.  </para>\r
+                  <para>\r
+                     <mediaobject>\r
+                        <alt>screenshot of staff client</alt>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/lsa-11.jpg"/>\r
+                        </imageobject>\r
+\r
+                     </mediaobject>\r
+                  </para>\r
+               </informalfigure>\r
+            </step>\r
+         </procedure>\r
+         <tip>\r
+            <para>You can type dates into fields using YYYY-MM-DD format or use calendar widgets to\r
+               choose dates.</para>\r
+         </tip>\r
+      </simplesect>\r
+      <simplesect>\r
+         <title>Detailed Closing</title>\r
+         <informalfigure>\r
+            <para>If your closed dates include a portion of a business day, select Add Detailed\r
+               Closing at <xref linkend="lsa-multi-day-select"/>, then enter detailed hours and\r
+               dates and click <guibutton>Save</guibutton>. Time format must be HH:MM.</para>\r
+            <para>\r
+               <mediaobject>\r
+                  <alt>screenshot of staff client</alt>\r
+                  <imageobject>\r
+                     <imagedata scalefit="0" fileref="../media/lsa-12.jpg"/>\r
+                  </imageobject>\r
+\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+      </simplesect>  \r
+   </section>\r
+   <section xml:id="lsa-copy-locations">\r
+      <info>\r
+         <title>Copy Locations Editor</title>\r
+      </info>\r
+      <procedure>\r
+         <step>\r
+            <para>Select <menuchoice>\r
+                  <guimenu>Admin (-)</guimenu>\r
+                  <guisubmenu>Local Administration</guisubmenu>\r
+                  <guimenuitem>Copy Locations Editor</guimenuitem>\r
+               </menuchoice>.</para>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>You can create new copy locations, or edit existing copy locations. To create a\r
+                  new shelving location type in the name, and select <guilabel>Yes</guilabel> or\r
+                     <guilabel>No</guilabel> for the various attributes: <guilabel>OPAC Visible,\r
+                     Holdable, Circulate,</guilabel> and <guilabel>Hold Verify</guilabel>.\r
+                     <guilabel>Holdable</guilabel> means a patron is able to place a hold on an item\r
+                  in this location; <guilabel>Hold Verify</guilabel> means staff will be prompted\r
+                  before an item is captured for a hold.  Finally click\r
+                     <guibutton>Create</guibutton>.</para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata scalefit="0" fileref="../media/lsa-14.jpg"/>\r
+                     </imageobject>\r
+\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>In the bottom part of the <guilabel>Copy Locations Editor</guilabel> you can\r
+                  edit or delete existing copy locations. You cannot delete a location that contains\r
+                  items. In this example the copy location <guilabel>Adult Videos</guilabel> is\r
+                  being edited.</para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata width="100%" scalefit="1" fileref="../media/lsa-16.jpg"/>\r
+                     </imageobject>\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+      </procedure>\r
+      <tip>\r
+         <para>There are also options in the <guilabel>Copy Editor</guilabel> for a copy to be\r
+               <guilabel>OPAC Visible</guilabel>-yes or no, <guilabel>Holdable</guilabel>-yes or no,\r
+            or <guilabel>Circulate</guilabel>-yes or no.  If either the copy record or the shelving\r
+            location is set to Circulate-no, then the item will not be able to circulate. See <xref\r
+               linkend="add"/> for more about the <guilabel>Copy Editor.</guilabel></para>\r
+      </tip>\r
+      <informalfigure>\r
+         <para>This is where you see the shelving locations in the <guilabel>Copy\r
+            Editor</guilabel>:</para>\r
+\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/lsa-17.jpg"/>\r
+               </imageobject>\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+      <para>This is where the shelving location appears in the OPAC.</para>\r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject>\r
+               <imagedata scalefit="0" fileref="../media/lsa-18.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para>\r
+   </section>\r
+   <section xml:id="lsa-library-settings">\r
+      <info>\r
+         <title>Library Settings Editor</title>\r
+      </info>\r
+      <para>With the <guilabel>Library Settings Editor</guilabel> Local System Admnistrators (LSAs)\r
+         can optionally customize Evergreen's behaviour for a particular library or library system.\r
+         For descriptions of available settings see the <link\r
+            linkend="lsa-library-settings-overview">Settings Overview</link> table below. \r
+       </para>\r
+      <para>To open the <guilabel>Library Settings Editor</guilabel> select <menuchoice>\r
+            <guimenu>Admin (-)</guimenu>\r
+            <guisubmenu>Local Adminstration</guisubmenu>\r
+            <guimenuitem>Library Settings Editor</guimenuitem>\r
+         </menuchoice>. </para>\r
+      <simplesect>\r
+         <title>Settings Overview</title>\r
+         <para>This table describes available settings and shows which LSAs can change on a\r
+            per-library basis. Below the table is a list of <link\r
+               linkend="lsa-library-settings-data">data types</link> with details about acceptable\r
+            settings values.</para>\r
+         <informaltable xml:id="lsa-library-settings-overview">\r
+            <tgroup cols="4" align="left" colsep="1" rowsep="1">\r
+               <colspec colnum="1" colname="setting" colwidth="2*"/>\r
+               <colspec colnum="2" colname="description" colwidth="3*"/>\r
+               <colspec colnum="3" colname="type" colwidth="1*"/>\r
+               <colspec colnum="4" colname="notes" colwidth="2*"/>\r
+               <thead>\r
+                  <row>\r
+                     <entry>Setting</entry>\r
+                     <entry>Description</entry>\r
+                     <entry>Data type</entry>\r
+                     <entry>Notes</entry>\r
+                  </row>\r
+               </thead>\r
+               <tbody>\r
+                  <row>\r
+                     <entry>Alert on empty bib records</entry>\r
+                     <entry>Alert staff before the last copy for a record is deleted</entry>\r
+                     <entry><link linkend="lsa-data-types">True/false</link></entry>\r
+                    <entry></entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Allow Credit Card Payments</entry>\r
+                     <entry>Not available</entry>\r
+                     <entry><link linkend="lsa-data-types">True/false</link></entry>  \r
+                     <entry></entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Change reshelving status interval</entry>\r
+                     <entry>Amount of time to wait before changing an item from “reshelving” status\r
+                        to “available”</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Duration</link>\r
+                     </entry>\r
+                     <entry></entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Charge item price when marked damaged </entry>\r
+                     <entry>If true Evergreen bills item price to the last patron who checked out\r
+                        the damaged item. Staff receive an alert with patron information and must\r
+                        confirm the billing.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    <entry>\r
+                     </entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Charge processing fee for damaged items</entry>\r
+                     <entry>Optional processing fee billed to last patron who checked out the\r
+                        damaged item. Staff receive an alert with patron information and must\r
+                        confirm the billing.</entry>\r
+                     <entry><link linkend="lsa-data-types">Number</link> (dollars)</entry>\r
+                     <entry>Disabled when set to 0</entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Circ: Lost items usable on checkin</entry>\r
+                     <entry>Lost items are usable on checkin instead of going 'home' first</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Circ: Restore overdues on lost item return</entry>\r
+                     <entry>If true when a lost item is checked in overdue fines are charged (up to\r
+                        the maximum fines amount)</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Circ: Void lost item billing when returned</entry>\r
+                     <entry>If true,when a lost item is checked in the item replacement bill (item\r
+                        price) is voided. If the patron has already paid the bill a credit is\r
+                        applied.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Circ: Void lost max interval</entry>\r
+                     <entry>Items that have been lost this long will not result in voided billings\r
+                        when returned. Only applies if <guilabel>Circ: Void lost item\r
+                           billing</guilabel> or <guilabel>Circ: Void processing fee on lost\r
+                           item</guilabel> are true.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Duration</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Circ: Void processing fee on lost item return</entry>\r
+                     <entry>If true the processing fee is voided when a lost item is\r
+                        returned</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Default Item Price</entry>\r
+                     <entry>Replacement charge for lost items if price is unset in the <guilabel>\r
+                           <link linkend="add-editor">Copy Editor</link>\r
+                        </guilabel>. Does not apply if item price is set to $0</entry>\r
+                     <entry><link linkend="lsa-data-types">Number</link> (dollars)</entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Default locale</entry>\r
+                     <entry>Sets language used in staff client</entry>\r
+                     <entry><link linkend="lsa-data-types">Text</link> (dollars)</entry>\r
+                     \r
+                     <entry>Can be set for each workstation at <link linkend="intro-login"\r
+                           >login</link></entry>\r
+                  </row>\r
+\r
+                  <row xml:id="lsa-do-not-automatically-delete">\r
+                     <entry>Do not automatically delete empty bib records</entry>\r
+                     <entry>If false bib records (aka MARC records) will automatically be deleted\r
+                        when the last attached volume is deleted </entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                     \r
+                     <entry>Set to <emphasis>false</emphasis> to avoid orphaned bib records</entry>\r
+                  </row>\r
+\r
+                  <row xml:id="lsa-library-settings-button">\r
+                     <entry>GUI: Above-Tab Button Bar </entry>\r
+                     <entry>If true the staff client <link linkend="button-bar">button bar</link>\r
+                        appears by default on all workstations registered to your library; staff can\r
+                        override this setting at each login.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row xml:id="lsa-library-settings-horizontal">\r
+                     <entry>GUI: Alternative Horizontal Patron Summary Panel</entry>\r
+                     <entry>If true replaces the vertical patron summary panel with a horizontal one\r
+                        on all workstations registered to your library</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>GUI: Network Activity Meter</entry>\r
+                     <entry>If true displays a progress bar when the staff client is sending or\r
+                        receiving information from the Evergreen server</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>GUI: Patron display timeout interval</entry>\r
+                     <entry>Patron accounts opened in the staff client will close if inactive for\r
+                        this period of time</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Duration</link>\r
+                     </entry>\r
+                    \r
+                     <entry>Not functional in this version of Evergreen</entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Holds: Estimated Wait (Days) </entry>\r
+                     <entry>Average number of days between check out and check in, multiplied by a\r
+                        patron's position in the hold queue to estimate wait for holds</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                     \r
+                     <entry>Not yet implemented</entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Holds: Expire Alert Interval</entry>\r
+                     <entry>Time before a hold expires at which to send an email notifying the\r
+                        patron</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Duration</link>\r
+                     </entry>\r
+                    \r
+                     <entry>Only applies if your library notifies patrons of expired holds. </entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Holds: Expire Interval</entry>\r
+                     <entry>Amount of time until an unfulfilled hold expires</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Duration</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Holds: Hard boundary</entry>\r
+                     <entry>Administrative setting</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                     \r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Holds: Soft boundary</entry>\r
+                     <entry>Administrative setting</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                     \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Holds: Soft stalling interval</entry>\r
+                     <entry>Administrative setting</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Duration</link>\r
+                     </entry>\r
+                     \r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Juvenile Age Threshold</entry>\r
+                     <entry>Upper cut-off age for patrons to be considered juvenile, calculated from\r
+                        date of birth in patron accounts</entry>\r
+                     <entry><link linkend="lsa-data-types">Duration</link> (years)</entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Lost Materials Processing Fee</entry>\r
+                     <entry>The amount charged in addition to item price when an item is marked los.\r
+                         </entry>\r
+                     <entry><link linkend="lsa-data-types">Number</link> (dollars)</entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Maximum previous checkouts displayed</entry>\r
+                     <entry>Number of previous circulations displayed in staff client</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>OPAC Inactivity Timeout (in seconds)</entry>\r
+                     <entry>Number of seconds of inactivity before OPAC accounts are automatically\r
+                        logged out.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>OPAC: Allow pending addresses</entry>\r
+                     <entry>If true patrons can edit their addresses in the OPAC. Changes must be\r
+                        approved by staff</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Password format</entry>\r
+                     <entry>Defines acceptable format for OPAC account passwords</entry>\r
+                     <entry> Regular expression </entry>\r
+                     \r
+                     <entry>Default requires that passwords "be at least 7 characters in length,\r
+                        contain at least one letter (a-z/A-Z), and contain at least one number.\r
+                        </entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Patron barcode format </entry>\r
+                     <entry>Defines acceptable format for patron barcodes</entry>\r
+                     <entry> Regular expression </entry>\r
+                     \r
+                     <entry></entry>\r
+                  </row>\r
+\r
+                  <row xml:id="library-settings-phone-password">\r
+                     <entry>Patron: password from phone #</entry>\r
+                     <entry>If true the last 4 digits of the patron's phone number is the password\r
+                        for new accounts (password must still be changed at first OPAC\r
+                        login)</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Selfcheck: Patron Login Timeout (in seconds)</entry>\r
+                     <entry>Administrative setting</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                     \r
+                     <entry>Not for SIP connections</entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Selfcheck: Pop-up alert for errors</entry>\r
+                     <entry>Administrative setting</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                     \r
+                     <entry>Not for SIP connections</entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Selfcheck: Require patron password</entry>\r
+                     <entry>Administrative setting</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                     \r
+                     <entry>Not for SIP connections</entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Sending email address for patron notices</entry>\r
+                     <entry>This email address is for automatically generated patron notices (e.g.\r
+                        email overdues, email holds notification).  It is good practice to set up a\r
+                        generic account, like info@nameofyourlibrary.ca, so that one person’s\r
+                        individual email inbox doesn’t get cluttered with emails that were not\r
+                        delivered.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Text</link>\r
+                     </entry>\r
+                    \r
+                     <entry/>\r
+                  </row>\r
+\r
+                  <row xml:id="lsa-show-billing-tab-first">\r
+                     <entry>Show billing tab first when bills are present</entry>\r
+                     <entry>If true, accounts for patrons with bills will open to the billing tab\r
+                        instead of check out</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                     <entry></entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Staff Login Inactivity Timeout (in seconds)</entry>\r
+                     <entry>Number of seconds of inactivity before staff client prompts for login\r
+                        and password.</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">Number</link>\r
+                     </entry>\r
+                    <entry>\r
+                     </entry>\r
+                  </row>\r
+\r
+                  <row>\r
+                     <entry>Void overdue fines when items are marked lost</entry>\r
+                     <entry>If true overdue fines are voided when an item is marked lost</entry>\r
+                     <entry>\r
+                        <link linkend="lsa-data-types">True/false</link>\r
+                     </entry>\r
+                    <entry>\r
+                     </entry>\r
+                  </row>\r
+\r
+               </tbody>\r
+            </tgroup>\r
+         </informaltable>\r
+\r
+\r
+         <para xml:id="lsa-library-settings-data">Acceptable formats for each setting type are\r
+            listed below. Quotation marks are never required when updating settings in the staff\r
+            client.</para>\r
+\r
+\r
+         <informaltable xml:id="lsa-data-types">\r
+\r
+            <tgroup cols="2" align="left" colsep="1" rowsep="1">\r
+               <colspec colnum="1" colname="type" colwidth="2*"/>\r
+               <colspec colnum="2" colname="formatting" colwidth="5*"/>\r
+             \r
+\r
+               <thead>\r
+                  <row>\r
+                     <entry>Data type</entry>\r
+                     <entry>Formatting</entry>\r
+                  </row>\r
+               </thead>\r
+\r
+\r
+\r
+               <tbody>\r
+                  <row>\r
+                     <entry>True/false</entry>\r
+                     <entry>Select value from drop-down menu</entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Number</entry>\r
+                     <entry>Enter a numerical value (decimals allowed in price settings)</entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Duration</entry>\r
+                     <entry>Enter a number followed by a space and any of the following units:\r
+                        minutes, hours, days, months (30 minutes, 2 days, etc)</entry>\r
+                  </row>\r
+                  <row>\r
+                     <entry>Text</entry>\r
+                     <entry>Free text</entry>\r
+                  </row>\r
+\r
+\r
+               </tbody>\r
+            </tgroup>\r
+         </informaltable>\r
+\r
+\r
+      </simplesect>\r
+\r
+\r
+\r
+   </section>\r
+   <section xml:id="lsa-noncat">\r
+      <info>\r
+         <title>Non-Catalogued Type Editor </title>\r
+      </info>\r
+\r
+      <para>This is where you configure your non-catalogued types that appear in the dropdown menu\r
+         for non-catalogued circulations. </para>\r
+\r
+      <procedure>\r
+         <step>\r
+\r
+            <para>Select <menuchoice>\r
+                  <guimenu>Admin (-)</guimenu>\r
+                  <guisubmenu>Local Administration</guisubmenu>\r
+                  <guimenuitem>Non Catalogued Type Editor</guimenuitem>\r
+               </menuchoice>.</para>\r
+\r
+\r
+         </step>\r
+\r
+         <step>\r
+            <informalfigure>\r
+               <para>To set up a new non-catalogued type, type the name in the left hand box, and\r
+                  choose how many days the item will circulate for.  Click\r
+                     <guibutton>Create</guibutton>.</para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata scalefit="0" fileref="../media/lsa-22.png"/>\r
+                     </imageobject>\r
+\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+            <para>Select the <guilabel>Circulate In-House</guilabel> box for non-catalogued items\r
+               that will circulate in house.  This can be used to manually track computer use, or\r
+               meeting room rentals.  </para>\r
+         </step>\r
+      </procedure>\r
+\r
+\r
+\r
+\r
+      <informalfigure>\r
+         <para>This is what the dropdown menu for non-catalogued circulations in the patron checkout\r
+            screen looks like:</para>\r
+\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/lsa-23.jpg"/>\r
+               </imageobject>\r
+\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+   </section>\r
+   <section xml:id="lsa-group-penalty">\r
+      <info>\r
+         <title>Group Penalty Thresholds</title>\r
+      </info>\r
+         <para>Group Penalty Thresholds block circulation transactions for users who exceed maximum\r
+            check out limits, number of overdue items, or fines. Settings for your library are\r
+            visible under <menuchoice>\r
+               <guimenu>Admin (-)</guimenu>\r
+               <guisubmenu>Local Administration</guisubmenu>\r
+               <guimenuitem>Group Penalty Thresholds</guimenuitem>\r
+            </menuchoice>. </para>\r
+\r
+\r
+      <informaltable>\r
+\r
+         <tgroup cols="2" align="left" colsep="1" rowsep="1">\r
+\r
+            <thead>\r
+               <row>\r
+                  <entry>Penalty</entry>\r
+                  <entry>Effect</entry>\r
+\r
+               </row>\r
+            </thead>\r
+\r
+            <tbody>\r
+\r
+               <row>\r
+                  <entry>PATRON_EXCEEDS_FINES</entry>\r
+\r
+                  <entry>Blocks new circulations and renewals if patron exceeds X in fines </entry>\r
+\r
+               </row>\r
+               <row>\r
+                  <entry>PATRON_EXCEEDS_OVERDUE_COUNT</entry>\r
+\r
+                  <entry>Blocks new circulations and renewals if patron exceeds X overdue items </entry>\r
+\r
+               </row>\r
+\r
+               <row>\r
+                  <entry>PATRON_EXCEEDS_CHECKOUT_COUNT</entry>\r
+\r
+                  <entry>Blocks new circulations if patron exceeds X items out </entry>\r
+\r
+               </row>\r
+            </tbody>\r
+         </tgroup>\r
+\r
+      </informaltable>\r
+\r
+\r
+\r
+\r
+      <informalfigure>\r
+         <para>Accounts that exceed penalty thresholds display an alert message when opened and\r
+            require staff overrides for blocked transactions.</para>\r
+         <para>\r
+            <mediaobject>\r
+               <alt>patron account with circulation blocks</alt>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/lsa-group-1.png"/>\r
+               </imageobject>\r
+\r
+\r
+            </mediaobject>\r
+         </para>\r
+\r
+      </informalfigure>\r
+\r
+\r
+      <simplesect xml:id="lsa-group-inheritance">\r
+         <title>Penalty threshold inheritance rules</title>\r
+\r
+         <informalfigure>\r
+            <para>Local penalty thresholds are identified by <guilabel>Org Unit</guilabel> and\r
+               appear in the same table as the system wide defaults.</para>\r
+\r
+            <para>\r
+               <mediaobject>\r
+                  <alt>group penalty threshold table</alt>\r
+                  <imageobject>\r
+                     <imagedata scalefit="0" fileref="../media/lsa-group-1a.png"/>\r
+                  </imageobject>\r
+\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+\r
+         <para>Where there is more than one threshold for the same penalty Evergreen gives\r
+            precedence to local settings. In this example Salt Spring Island Public Library (BGSI)\r
+            patrons are blocked when owing $5.00 in fines (<inlinemediaobject>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/2.png"/>\r
+               </imageobject>\r
+            </inlinemediaobject>) instead of the system default(<inlinemediaobject>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/1.png"/>\r
+               </imageobject>\r
+            </inlinemediaobject>). </para>\r
+\r
+         <para>Thresholds <inlinemediaobject>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/3.png"/>\r
+               </imageobject>\r
+            </inlinemediaobject> and <inlinemediaobject>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/4.png"/>\r
+               </imageobject>\r
+            </inlinemediaobject> are both for BGSI but apply to different user profile groups.\r
+            Threshold <inlinemediaobject>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/3.png"/>\r
+               </imageobject>\r
+            </inlinemediaobject> limits all patrons to a maximum of 12 items out, but <inlinemediaobject>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/4.png"/>\r
+               </imageobject>\r
+            </inlinemediaobject> provides an exception for the <guilabel>Board</guilabel>\r
+            profile.</para>\r
+\r
+\r
+         <tip>\r
+            <para>Multi-branch libraries may create rules for the entire library system or for\r
+               individual branches. Evergreen will use the most specific applicable rule.</para>\r
+         </tip>\r
+\r
+\r
+\r
+      </simplesect>\r
+\r
+      <simplesect xml:id="lsa-group-create">\r
+         <title>Creating local penalty thresholds</title>\r
+\r
+         <para>Local System Administrators can override the system defaults by creating local penalty\r
+            thresholds for selected patron groups.</para>\r
+\r
+         <procedure>\r
+            <step>\r
+               <para>Select <menuchoice>\r
+                     <guimenu>Admin (-)</guimenu>\r
+                     <guisubmenu>Local Administration</guisubmenu>\r
+                     <guimenuitem>Group Penalty Thresholds</guimenuitem>\r
+                  </menuchoice>.</para>\r
+\r
+\r
+            </step>\r
+\r
+            <step>\r
+               <informalfigure>\r
+                  <para>Click <guibutton>New Penalty Threshold</guibutton>. </para>\r
+                  <para>\r
+                     <mediaobject>\r
+                        <alt>group penalty threshold interface</alt>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/lsa-group-2.png"/>\r
+                        </imageobject>\r
+\r
+\r
+                     </mediaobject>\r
+                  </para>\r
+               </informalfigure>\r
+            </step>\r
+\r
+            <step>\r
+               <informalfigure>\r
+                  <para>The new penalty pop-up appears. Complete all fields and click\r
+                        <guibutton>Save</guibutton>. </para>\r
+                  <para>\r
+                     <mediaobject>\r
+                        <alt>new penalty threshold form</alt>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/lsa-group-3.png"/>\r
+                        </imageobject>\r
+\r
+\r
+                     </mediaobject>\r
+                  </para>\r
+                  <para>\r
+                     <inlinemediaobject>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/1.png"/>\r
+                        </imageobject>\r
+                     </inlinemediaobject>\r
+                     <guilabel> Group</guilabel> - the profile group to which the rule applies.\r
+                     Selecting <guilabel>Patrons</guilabel> includes all profiles below it in the\r
+                     user hierarchy.</para>\r
+\r
+\r
+                  <para>\r
+                     <inlinemediaobject>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/2.png"/>\r
+                        </imageobject>\r
+                     </inlinemediaobject>\r
+                     <guilabel> Org Unit</guilabel> - multi-branch libraries may create rules for\r
+                     individual branches or the entire library system.</para>\r
+\r
+\r
+                  <para>\r
+                     <inlinemediaobject>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/3.png"/>\r
+                        </imageobject>\r
+                     </inlinemediaobject>\r
+                     <guilabel> Penalty</guilabel> - select\r
+                        <guilabel>PATRON_EXCEEDS_CHECKOUT_COUNT</guilabel>,\r
+                        <guilabel>PATRON_EXCEEDS_OVERDUE_COUNT</guilabel>, or\r
+                        <guilabel>PATRON_EXCEEDS_FINES</guilabel></para>\r
+               </informalfigure>\r
+            </step>\r
+\r
+            <step>\r
+               <informalfigure>\r
+                  <para>After clicking <guibutton>Save</guibutton> the new threshold appears with\r
+                     the defaults. Evergreen always gives precedence to local settings (in\r
+                     this example, BSP). </para>\r
+                  <para>\r
+                     <mediaobject>\r
+                        <alt>group penalty threshold interface</alt>\r
+                        <imageobject>\r
+                           <imagedata scalefit="0" fileref="../media/lsa-group-4.png"/>\r
+                        </imageobject>\r
+                     </mediaobject>\r
+                  </para>\r
+               </informalfigure>\r
+            </step>\r
+         </procedure>\r
+      </simplesect>\r
+      <simplesect>\r
+         <title>Deleting or editing local penalty thresholds</title>\r
+       <informalfigure>\r
+            <para>To delete a local threshold select the row to remove and click <guibutton>Delete\r
+                  Selected</guibutton>. The threshold is removed immediately without further\r
+               confirmation.</para>\r
+            <para>\r
+               <mediaobject>\r
+                  <alt>screenshot of staff client</alt>\r
+                  <imageobject>\r
+                     <imagedata scalefit="0" fileref="../media/lsa-group-5.png"/>\r
+                  </imageobject>\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+         <informalfigure>\r
+            <para>To edit a local threshold, double-click the desired row to open the pop-up form.\r
+               Edit the form and click <guibutton>Save</guibutton>. New settings take effect\r
+               immediately.</para>\r
+            <para>\r
+               <mediaobject>\r
+                  <alt>screenshot of staff client</alt>\r
+                  <imageobject>\r
+                     <imagedata scalefit="0" fileref="../media/lsa-group-6.png"/>\r
+                  </imageobject>\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+     </simplesect>\r
+   </section>\r
+   <section xml:id="lsa-statcat">\r
+      <info>\r
+         <title>Statistical Categories Editor</title>\r
+      </info>\r
+      <para>This is where you configure your statistical categories (stat cats).  Stat cats are a\r
+         way to save and report on additional information that doesn’t fit elsewhere in Evergreen's\r
+         default records.  It is possible to have stat cats for copies or patrons.  </para>\r
+\r
+      <procedure>\r
+         <step>\r
+            <para>Select <menuchoice>\r
+                  <guimenu>Admin (-)</guimenu>\r
+                  <guisubmenu>Local Administration</guisubmenu>\r
+                  <guimenuitem>Statistical Categories Editor</guimenuitem>\r
+               </menuchoice>.</para>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>To create a new stat cat, enter the name of the stat cat, select if you want\r
+                     <guilabel>OPAC Visiblity</guilabel>, and select either\r
+                     <guimenuitem>patron</guimenuitem> or <guimenuitem>copy</guimenuitem> from the\r
+                     <guimenu>Type</guimenu> dropdown menu.  </para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata width="100%" scalefit="1" fileref="../media/lsa-25.jpg"/>\r
+                     </imageobject>\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+      </procedure>\r
+      <formalpara>\r
+         <title>Copy stat cats</title>\r
+         <para>The image above shows some examples of copy stat cats. You would see these when\r
+            editing items in the <guilabel>Copy Editor</guilabel>, also known as the <guilabel>Edit\r
+               Item Attributes</guilabel> screen. You might use copy stat cats to track books you\r
+            have bought from a specific vendor, or donations. </para>\r
+      </formalpara>\r
+\r
+      <informalfigure>\r
+         <para>This is what the copy stat cat looks like in the <guilabel>Copy\r
+            Editor</guilabel>.</para>\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata width="100%" scalefit="1" fileref="../media/lsa-26.jpg"/>\r
+               </imageobject>\r
+\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+      <informalfigure>\r
+         <formalpara>\r
+            <title>Patron stat cats</title>\r
+            <para>Below are some examples of patron stat cats.  Patron stat cats can be used to keep\r
+               track of information like the high school a patron attends, or the home library for a\r
+               consortium patron, e.g. Interlink. You would see these in the fifth screen of patron\r
+               registration/edit patron.  </para>\r
+         </formalpara>\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata width="100%" scalefit="1" fileref="../media/lsa-27.jpg"/>\r
+               </imageobject>\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+      <informalfigure>\r
+         <para>This is what the patron stat cat looks like in the patron registration screen.  It\r
+            looks very similar in the patron edit screen.</para>\r
+         <para>\r
+            <mediaobject>\r
+               <alt>screenshot of staff client</alt>\r
+               <imageobject>\r
+                  <imagedata scalefit="0" fileref="../media/lsa-28.jpg"/>\r
+               </imageobject>\r
+            </mediaobject>\r
+         </para>\r
+      </informalfigure>\r
+   </section>\r
+   <xi:include href="admin-survey.xml"/>\r
+   <section xml:id="lsa-cash-reports">\r
+      <info>\r
+         <title>Cash Reports</title>\r
+      </info>\r
+      <procedure>\r
+         <step>\r
+\r
+            <para>Select <menuchoice>\r
+                  <guimenu>Admin (-)</guimenu>\r
+                  <guisubmenu>Local Administration</guisubmenu>\r
+                  <guimenuitem>Cash Reports</guimenuitem>\r
+               </menuchoice>.</para>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>Select the start date and the end date that you wish to run a cash report for.\r
+                   You can either enter the date in the YYYY-MM-DD format, or click on the calendar\r
+                  icon to use the calendar widget.  </para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata scalefit="0" fileref="../media/lsa-32.jpg"/>\r
+                     </imageobject>\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+         <step>\r
+            <para>Select your library from the drop down menu.  Click <guibutton>Go</guibutton>.\r
+                </para>\r
+         </step>\r
+         <step>\r
+            <informalfigure>\r
+               <para>The output will show cash, check, and credit card payments.  It will also show\r
+                  amounts for credits, forgiven payments, work payments and goods payments (i.e.\r
+                  food for fines initiatives).  The output will look something like this:</para>\r
+               <para>\r
+                  <mediaobject>\r
+                     <alt>screenshot of staff client</alt>\r
+                     <imageobject>\r
+                        <imagedata width="100%" scalefit="1" fileref="../media/lsa-33.jpg"/>\r
+                     </imageobject>\r
+\r
+                  </mediaobject>\r
+               </para>\r
+            </informalfigure>\r
+         </step>\r
+      </procedure>\r
+      <tip>\r
+         <para>By clicking on the hyperlinked column headers (i.e. <guilabel>workstation</guilabel>,\r
+               <guilabel>cash_payment</guilabel>, <guilabel>check_payment</guilabel>, etc.) it is\r
+            possible to sort the columns to order the payments from smallest to largest, or largest\r
+            to smallest, or to group the workstation names.  </para>\r
+      </tip>\r
+   </section>\r
+</chapter>\r
diff --git a/1.6/admin/admin-receipt.xml b/1.6/admin/admin-receipt.xml
new file mode 100644 (file)
index 0000000..50f8b46
--- /dev/null
@@ -0,0 +1,335 @@
+<?xml version="1.0" encoding="utf-8"?>\r
+<section xml:id="lsa-receipt" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+   xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+\r
+   <info>\r
+      <title>Receipt Template Editor</title>\r
+   </info>\r
+\r
+   <para>This tip sheet will show you how to customize your receipts.  This example will walk you\r
+      through how to customize the receipt that is printed on checkout.  </para>\r
+\r
+   <para>Receipt templates are saved on the workstation, but it is possible to export the templates\r
+      to import to other workstations.  </para>\r
+\r
+<procedure>\r
+\r
+   <step>\r
+               <para>Select <menuchoice><guimenu>Admin (-)</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Receipt Template Editor</guimenuitem></menuchoice>.  </para>\r
+   </step>\r
+\r
+\r
+   <step>\r
+     \r
+         <para>Select the <guimenuitem>checkout</guimenuitem> template from the dropdown menu.\r
+             </para>\r
+   </step>\r
+\r
+\r
+   <step>\r
+         <para>You can edit the <guilabel>Header</guilabel>, <guilabel>Line\r
+               Item</guilabel> or <guilabel>Footer</guilabel> on the right hand side.  </para>  \r
+   </step>\r
+\r
+  \r
+        <step><para>In the upper right hand corner you can see the available macros by clicking on the\r
+               <guibutton>Macros</guibutton> button.  A macro prints a real value from the database.\r
+            The macros that are available\r
+            vary slightly between types of receipt templates (i.e. bills, holds, items). </para>\r
+    </step>\r
+\r
+   \r
+       <step><informalfigure>  <para>Here are the available macros for an item receipt, like a checkout receipt.  </para>\r
+       <para>\r
+      <mediaobject>\r
+         <alt>screenshot of staff client</alt>\r
+         <imageobject role="html">\r
+            <imagedata scalefit="0" fileref="../media/receipt-5.jpg"/>\r
+         </imageobject>\r
+         <imageobject role="fo">\r
+            <imagedata scale="80" fileref="../media/receipt-5.jpg"/>\r
+         </imageobject>\r
+      </mediaobject>\r
+   </para></informalfigure></step>\r
+   \r
+  </procedure>\r
+   \r
+   <simplesect>\r
+      <info>\r
+         <title>Adding an image</title>\r
+      </info>\r
+\r
+<procedure>    \r
+           <step><para>You can edit the <guilabel>Header</guilabel> to have an image.  This is the default checkout <guilabel>Header</guilabel>.\r
+                </para>\r
+     </step>\r
+\r
+     \r
+            <step><para>Using HTML tags you can insert a link to an image that exists on the web.  The\r
+               link will end in <emphasis>.jpg</emphasis> or possibly <emphasis>.gif</emphasis>.  To\r
+               get this link you can right click on the image and choose <guimenuitem>Copy Image\r
+                  Location</guimenuitem> (<application>Firefox</application>).  </para>\r
+        \r
+<para>If you are using <application>Internet Explorer</application> right click and select <guimenuitem>Save Picture\r
+            As…</guimenuitem>\r
+      </para>\r
+\r
+  </step>\r
+\r
+           <step> <para>Enter the URL of the\r
+               link for the image that you just copied off a website. </para>\r
+         \r
+<para>By clicking outside the <guilabel>Header</guilabel> box the <guilabel>Preview</guilabel> will update to reflect the edit you just\r
+         made.  </para>\r
+\r
+      </step>\r
+  \r
+           <step><para>If the image runs into the text, add a &lt;br/&gt; after the\r
+               image to add a line break.</para>\r
+     </step></procedure>   \r
+      <tip><para>You may use most HTML tags.  See <link xlink:title="http://www.w3schools.com/html/" xlink:href="http://www.w3schools.com/html/">http://www.w3schools.com/html/</link> for more information on HTML tags.  </para></tip>\r
+   </simplesect>\r
+   <simplesect>\r
+      <info>\r
+         <title>Line Item</title>\r
+      </info>\r
+\r
+          <informalfigure>  <para>This is what the default <guilabel>Line Item</guilabel> looks like:</para>\r
+        \r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="1" fileref="../media/receipt-11.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scalefit="1" width="100%" contentdepth="100%"\r
+                  fileref="../media/receipt-11.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure>\r
+\r
+      <para>In this example, the macro %barcode% prints the item barcodes of the books that were\r
+         checked out.  The macro %due_date% prints the due date for each item that was checked out.\r
+          </para>\r
+\r
+      <para>In this example, we will not make any changes to the <guilabel>Line Item</guilabel></para>\r
+\r
+      \r
+     <note> <para>The due date can only be printed in the YYYY-MM-DD format. </para></note>\r
+\r
+   </simplesect>\r
+   <simplesect>\r
+      <info>\r
+         <title>Editing the footer</title>\r
+      </info>\r
+\r
+     \r
+<procedure>          <step><informalfigure>  <para>This is what the default <guilabel>Footer</guilabel> looks like:</para>\r
+        \r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="1" fileref="../media/receipt-12.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scalefit="1" width="100%" contentdepth="100%"\r
+                  fileref="../media/receipt-12.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+     \r
+            <step><informalfigure><para>Remove the “You were helped by %STAFF_FIRSTNAME% &lt;br/&gt;”.  As many\r
+               libraries use a generic circulation login on the circulation desk, the “You were\r
+               helped by…” note isn’t meaningful.  </para>\r
+        \r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="1" fileref="../media/receipt-13.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scalefit="1" width="100%" contentdepth="100%"\r
+                  fileref="../media/receipt-13.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+          <step><informalfigure>  <para>Once you have the checkout template how you want it, click <guibutton>Save Locally</guibutton> to save\r
+               the template to your computer.  </para>\r
+       \r
+\r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject>\r
+               <imagedata scalefit="0" fileref="../media/receipt-15.jpg"/>\r
+            </imageobject>\r
+            \r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+     \r
+            <step><informalfigure><para>Click OK.</para>\r
+       \r
+\r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-16.png"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-16.png"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step></procedure>\r
+      \r
+     <tip> <para>The footer is a good place to advertise upcoming library programs or events.  </para></tip>\r
+      \r
+   </simplesect>\r
+   <simplesect>\r
+      <info>\r
+         <title>Exporting templates</title>\r
+      </info>\r
+\r
+      <para>As you can only save a template on to the computer you are working on you will need to\r
+         export the template if you have more than one computer that prints out receipts (i.e., more\r
+         than one computer on the circulation desk, or another computer in the workroom that you use\r
+         to checkin items or capture holds with).</para>\r
+\r
+      \r
+<procedure>           <step><informalfigure> <para>Click on <guilabel>Export</guilabel>.  </para>\r
+        \r
+\r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-17.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-17.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para>\r
+</informalfigure></step>\r
+     \r
+     \r
+     \r
+            <step><informalfigure><para>Select the location to save the template to, name the template, and click <guibutton>Save</guibutton>.\r
+                </para>\r
+              <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-18.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-18.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para>\r
+</informalfigure></step>\r
+      \r
+      \r
+      \r
+            <step><informalfigure><para>Click <guibutton>OK</guibutton>.  </para>\r
+               <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-19.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-19.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step></procedure>\r
+\r
+   </simplesect>\r
+   <simplesect>\r
+      <info>\r
+         <title>Importing Templates</title>\r
+      </info>\r
+<procedure>\r
+     \r
+           <step><informalfigure> <para>Click <guibutton>Import</guibutton>.</para>\r
+        \r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-20.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-20.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+      \r
+            <step><informalfigure><para>Navigate to and select the template that you want to import.  Click <guibutton>Open</guibutton>. </para>\r
+        \r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-21.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-21.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+      \r
+         <step><informalfigure>   <para>Click <guibutton>OK</guibutton>.</para>\r
+        \r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-22.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-22.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+    \r
+    \r
+            <step><informalfigure><para>Click <guibutton>Save Locally</guibutton>.</para>\r
+             <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-23.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-23.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step>\r
+\r
+    \r
+            <step><informalfigure><para>Click <guibutton>OK</guibutton>.</para>\r
+        \r
+\r
+      <para>\r
+         <mediaobject>\r
+            <alt>screenshot of staff client</alt>\r
+            <imageobject role="html">\r
+               <imagedata scalefit="0" fileref="../media/receipt-24.jpg"/>\r
+            </imageobject>\r
+            <imageobject role="fo">\r
+               <imagedata scale="80" fileref="../media/receipt-24.jpg"/>\r
+            </imageobject>\r
+         </mediaobject>\r
+      </para></informalfigure></step></procedure>\r
+   </simplesect>\r
+</section>\r
diff --git a/1.6/admin/admin-survey.xml b/1.6/admin/admin-survey.xml
new file mode 100644 (file)
index 0000000..d7309af
--- /dev/null
@@ -0,0 +1,193 @@
+<?xml version="1.0" encoding="utf-8"?>\r
+<section xml:id="lsa-survey" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+    xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+    <info>\r
+        <title>Surveys</title>\r
+    </info>\r
+    <para>This section illustrates how to create a survey, shows where the survey responses are saved\r
+        in the patron record, and explains how to report on surveys.</para>\r
+\r
+    <para>Survey questions show up on the 6th patron registration screen, or on the 6th patron edit\r
+        screen. Surveys questions can be optional or required. Some examples of survey questions\r
+        might include: <emphasis>Would you use the library if it were open on a Sunday?</emphasis> \r
+            <emphasis>Would you like to be contacted by the library to learn about new\r
+            services?</emphasis>  <emphasis>Do you attend library programs?</emphasis></para>\r
+\r
+    <para>Surveys come up when a patron is first registered. If you would like staff to ask the\r
+        survey questions when the patron’s library card is renewed, you’ll need to make that part of\r
+        local procedure.</para>\r
+\r
+    <para>It is possible to run reports on survey questions. For example, you could find out how\r
+        many people say they would use the library if it were open on a Sunday, or you could get a\r
+        list of patrons who say they would like to receive marketing material from the library.\r
+       </para>\r
+    <procedure>\r
+        <step>\r
+            <informalfigure>\r
+                <para>From the <guimenu>Admin (-)</guimenu> menu, select <menuchoice>\r
+                        <guimenu>Local Administration</guimenu>\r
+                        <guimenuitem>Surveys</guimenuitem>\r
+                    </menuchoice>.</para>\r
+                <para>\r
+                    <mediaobject>\r
+                        <alt>surveys interface</alt>\r
+                        <imageobject>\r
+                            <imagedata scalefit="0" fileref="../media/survey-1.png"/>\r
+                        </imageobject>\r
+\r
+                    </mediaobject>\r
+                </para>\r
+            </informalfigure>\r
+\r
+        </step>\r
+\r
+        <step>\r
+            <informalfigure>\r
+                <para>The <guilabel>Survey List</guilabel> will open. In this example the table is\r
+                    empty because no surveys have been created. Click <guibutton>Add New\r
+                        Survey</guibutton>. </para>\r
+                <para>\r
+                    <mediaobject>\r
+                        <alt>surveys interface</alt>\r
+                        <imageobject>\r
+                            <imagedata width="100%" scalefit="1" fileref="../media/survey-2.png"/>\r
+                        </imageobject>\r
+\r
+                    </mediaobject>\r
+                </para>\r
+            </informalfigure>\r
+\r
+        </step>\r
+\r
+        <step>\r
+            <informalfigure>\r
+                <para>Fill out the <guilabel>New Survey</guilabel> form, then click <guibutton>Save\r
+                        Changes</guibutton>. </para>\r
+                <para>\r
+                    <mediaobject>\r
+                        <alt>surveys interface</alt>\r
+                        <imageobject>\r
+                            <imagedata scalefit="0" fileref="../media/survey-3.png"/>\r
+                        </imageobject>\r
+\r
+                    </mediaobject>\r
+                </para>\r
+            </informalfigure>\r
+            <para>A few tips when creating a new survey:</para>\r
+            <itemizedlist>\r
+                <listitem>\r
+                    <para><guilabel>Start Date</guilabel> must always be in the future. It is not\r
+                        possible to add questions to a survey after the start date.</para>\r
+                </listitem>\r
+                <listitem>\r
+                    <para>Dates should be in YYYY-MM-DD format</para>\r
+                </listitem>\r
+                <listitem>\r
+                    <para><guilabel>OPAC Survey?</guilabel> and <guilabel>Poll Style?</guilabel> are\r
+                        not yet implemented - leave unchecked</para>\r
+                </listitem>\r
+                <listitem>\r
+                    <para>Check <guilabel>Is Required</guilabel> if the survey should be mandatory\r
+                        for all new patrons</para>\r
+                </listitem>\r
+                <listitem>\r
+                    <para>Check <guilabel>Display in User Summary</guilabel> to make survey answers\r
+                        visible from patron records</para>\r
+                </listitem>\r
+            </itemizedlist>\r
+\r
+        </step>\r
+\r
+        <step>\r
+            <informalfigure>\r
+                <para>A summary of your new survey will appear. Type the first survey question in\r
+                    the <guilabel>Question</guilabel> field, then click <guibutton>Save Question\r
+                        &amp; Add Answer</guibutton>. Survey questions are multiple\r
+                    choice.</para>\r
+\r
+                <para>\r
+                    <mediaobject>\r
+                        <alt>surveys interface</alt>\r
+                        <imageobject>\r
+                            <imagedata scalefit="0" fileref="../media/survey-4.png"/>\r
+                        </imageobject>\r
+\r
+                    </mediaobject>\r
+                </para>\r
+            </informalfigure>\r
+\r
+\r
+        </step>\r
+\r
+        <step>\r
+            <informalfigure>\r
+                <para>Enter possible multiple choice answers and click <guibutton>Add\r
+                        Answer</guibutton>. Each question may have as many answers as you\r
+                    like.</para>\r
+                <para>\r
+                    <mediaobject>\r
+                        <alt>surveys interface</alt>\r
+                        <imageobject>\r
+                            <imagedata scalefit="0" fileref="../media/survey-5.png"/>\r
+                        </imageobject>\r
+\r
+                    </mediaobject>\r
+                </para>\r
+            </informalfigure>\r
+\r
+        </step>\r
+\r
+        <step>\r
+          <informalfigure>  <para>Repeat the steps above to add as many questions and answers as you wish. When\r
+                finished click <guibutton>Save</guibutton>, then <guilabel>Go Back</guilabel> to\r
+                return to the survey list.</para>\r
+            <para><mediaobject>\r
+                <alt>surveys interface</alt>\r
+                <imageobject>\r
+                    <imagedata scalefit="0" fileref="../media/survey-6.png"/>\r
+                </imageobject>\r
+                \r
+            </mediaobject></para></informalfigure>\r
+            \r
+        </step>\r
+        <step>\r
+            <informalfigure><para>Your new survey will appear in the <guilabel>Survey List</guilabel> table.  To make further changes click the survey name to open the detailed view.</para>\r
+       \r
+            <para><mediaobject>\r
+                <alt>surveys interface</alt>\r
+                <imageobject>\r
+                    <imagedata width="100%" scalefit="1" fileref="../media/survey-7.png"/>\r
+                </imageobject>\r
+                \r
+            </mediaobject></para></informalfigure>\r
+                \r
+        </step>\r
+    </procedure>\r
+    <informalfigure><para>This is what the survey looks like in the patron registration/edit screen. Note that in\r
+        this example this survey question appears in red and is required as the\r
+            <guilabel>Is Required</guilabel> box was checked when creating the survey.</para>\r
+    \r
+    <para><mediaobject>\r
+        <alt>surveys interface</alt>\r
+        <imageobject>\r
+            <imagedata width="100%" scalefit="1" fileref="../media/survey-8.png"/>\r
+        </imageobject>\r
+        \r
+    </mediaobject></para></informalfigure>\r
+    \r
+    <informalfigure><para>To see a patron’s response to a survey, retrieve the patron record. Click <menuchoice><guimenu>Other</guimenu><guimenuitem>Surveys</guimenuitem></menuchoice> to see the response.</para>\r
+    <para><mediaobject>\r
+        <alt>surveys interface</alt>\r
+        <imageobject>\r
+            <imagedata scalefit="0" fileref="../media/survey-9.png"/>\r
+        </imageobject>\r
+        \r
+    </mediaobject>\r
+       <mediaobject>\r
+            <alt>surveys interface</alt>\r
+            <imageobject>\r
+                <imagedata scalefit="0" fileref="../media/survey-10.png"/>\r
+            </imageobject>\r
+            \r
+        </mediaobject></para></informalfigure>\r
+</section>\r
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                <info>\r
                        <title>Introduction</title>\r
                </info>\r
                <info>\r
                        <title>Introduction</title>\r
                </info>\r
-               <partintro xmlns:xl="http://www.w3.org/1999/xlink" xml:id="intro_intro">\r
-                       <para>The book you’re holding in your hands or viewing on a screen is The Book of Evergreen, the official guide to the 1.6.x version of the Evergreen open source library \r
-                       automation software.  This guide was produced by the Evergreen Documentation Interest Group (DIG), consisting of numerous volunteers from many different organizations.  \r
-                       The DIG has drawn together, edited, and supplemented pre-existing documentation contributed by libraries and consortia running Evergreen that were kind enough to release their \r
-                       documentation into the creative commons.  For a full list of authors and contributing organizations, see <xref linkend="about_this_documentation"></xref>.  \r
-                       Just like the software it describes, this guide is a work in progress, continually revised to meet the needs of its users, so if you find errors or omissions, please let us know, by \r
-                       contacting the DIG facilitators at <link mailto="docs@evergreen-ils.org">docs@evergreen-ils.org</link>.</para>\r
-                       <para>This guide to Evergreen is intended to meet the needs of front-line library staff, catalogers, library administrators, system administrators, and software developers.  \r
-                       It is organized into Parts, Chapters, and Sections addressing key aspects of the software, beginning with the topics of broadest interest to the largest groups of users and \r
-                       progressing to some of the more specialized and technical topics of interest to smaller numbers of users.</para>\r
-                       <para>Copies of this guide can be accessed in PDF and HTML formats from the Documentation section of <link href="http://evergreen-ils.org/">http://evergreen-ils.org/</link> and \r
-                       are included in DocBook XML format along with the Evergreen source code, available for download from the same Web site.</para>\r
-               </partintro>\r
+               <xi:include href="intro/intro_intro.xml"/>\r
                <xi:include href="intro/about_evergreen.xml"/>\r
        </part>\r
        <part xml:id="opac">\r
                <xi:include href="intro/about_evergreen.xml"/>\r
        </part>\r
        <part xml:id="opac">\r
@@ -70,7 +58,8 @@
                <xi:include href="admin/admin-intro.xml"/>\r
                <xi:include href="admin/serveradministration.xml"/>\r
                <xi:include href="admin/AdminMisc.xml"/>\r
                <xi:include href="admin/admin-intro.xml"/>\r
                <xi:include href="admin/serveradministration.xml"/>\r
                <xi:include href="admin/AdminMisc.xml"/>\r
-               <xi:include href="admin/Upgrading-Evergreen_1.6.xml"/>\r
+               <xi:include href="admin/admin-lsa.xml"/>\r
+               <xi:include href="admin/Upgrading-Evergreen_1.6.xml"/>\r
                <xi:include href="admin/troubleshooting.xml"/>\r
        </part>\r
        <part xml:id="reports">\r
                <xi:include href="admin/troubleshooting.xml"/>\r
        </part>\r
        <part xml:id="reports">\r
@@ -96,7 +85,7 @@
                <info>\r
                        <title>Development</title>\r
                </info>\r
                <info>\r
                        <title>Development</title>\r
                </info>\r
-<!--           <xi:include href="development/schema.xml"/>-->\r
+               <xi:include href="development/schema.xml"/>\r
        </part>\r
        <part xml:id="Appendices">\r
                <info>\r
        </part>\r
        <part xml:id="Appendices">\r
                <info>\r