From 18849fd4d4869f962abbfc915f0cae54fa3c0273 Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Tue, 10 Aug 2010 15:40:07 -0400 Subject: [PATCH] Edit to conform with rest of document. --- 1.6/opac/myaccount.xml | 404 +++++++++++++---------------------------- 1 file changed, 124 insertions(+), 280 deletions(-) diff --git a/1.6/opac/myaccount.xml b/1.6/opac/myaccount.xml index 68dba98ee6..f4f3e00b61 100644 --- a/1.6/opac/myaccount.xml +++ b/1.6/opac/myaccount.xml @@ -3,33 +3,22 @@ My Account - Items and issues related to user accounts. + This chapter will explain how users can use the My Account feature of the OPAC to manage their accounts. - - -
-
- + + First Login Password Update - - - Logging In (including required password change on first login, as well as self-selected username alternative to card number) - - - - Login to the Online Catalog My Account with Password Update - Patrons are given temporary "dummy" barcodes when new accounts are created, or forgotten passwords are reset. Patrons MUST change their password to something more secure with their first ever OPAC login or first login after a password reset. Once the password is updated, they will not have to repeat this process for subsequent logins. -
- Procedure - - + Patrons are given temporary dummy barcodes when new accounts are created, or forgotten passwords are reset. Patrons MUST change their password to something more secure with their first ever OPAC login or first login after a password reset. Once the password is updated, they will not have to repeat this process for subsequent logins. + + + Open a web browser and go to: [URL] - - + + Click My Account - - + + Enter your Username and Password @@ -39,179 +28,93 @@ Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your local library to have it reset. - - + + Click Login; you will be prompted to change your password -
- Login Password Update: Example of first time login - - - Example of first time login - - - - - -
- - + + Enter your current password - - + + Enter a new password - - + + Enter the new password again - - + + Click Update Password - - + + At Password successfully updated pop-up click OK; you will be returned to the login screen - - - - + + + + Enter your Username and new Password - - - Your Account Summary page displays - - + + + Your Account Summary page displays. + + - To view your account details, click one of the My Account tabs - To start a search, enter a term in the search box at the top of the page and click Go! - - - If using a public computer be sure to log out! - + To view your account details, click one of the My Account tabs + To start a search, enter a term in the search box at the top of the page and click Go! + If using a public computer be sure to log out! + -
-
-
- + + Logging In - - - The login process - - - - - - Login to the Online Catalog -
- Procedure - - + + Logging into your account from the online catalog + Open a web browser and go to: [URL] - - + + Click My Account - - + + Enter your Username and Password - By default, your username is your library card number. - Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your local library to have it reset. + By default, your username is your library card number. + Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your local + library to have it reset. - - + + Click Login - At the first login, or following a password reset, you will be prompted to change your password. - After updating the password, you must enter your Username and Password again + At the first login, or following a password reset, you will be prompted to change your password. + After updating the password, you must enter your Username and Password again - - + + Your Account Summary page displays - - - - To view your account details, click one of the My Account tabs - To start a search, enter a term in the search box at the top of the page and click Go! - - - If using a public computer be sure to log out! - - -
- Login: Example of login - - - Example of login - - - - - -
-
-
-
- + + + To view your account details, click one of the My Account tabs + To start a search, enter a term in the search box at the top of the page and click Go! + If using a public computer be sure to log out! + + Account Summary - - View Staff Notes, home library, address, and phone numbers; change account username, password, and email + Users can view Staff Notes, home library, address, and phone numbers. They can also change account username, password, and email. - - -
- stuff goes here... -
- Account Summary: Example of account summary - - - Summary of status of an account - - - - - -
-
-
-
- + + Items Checked Out - - - Manage items currently checked out - - - -
- About Managing Items Checked Out in My Account - All items currently borrowed, overdue items, renewals remaining, renew items, non-cataloged types checked out. - stuff goes here... -
- Items Checked Out: Example of items checked out for an account - - Summary of items checked out for an account - - - - - -
-
-
-
- + Users can manage items currently checked out and view overdue items and see renewals remaining. + + + Items On Hold - Manage items currently being requested - - -
- About Managing Holds in My Account From My Account patrons can manage items currently being requested. -
- Actions include: + Actions include: Suspend ~ set a period of time during which the hold will not become active, such as during a vacation @@ -226,9 +129,9 @@ Cancel ~remove the hold request -
-
- Edit options include: + + Edit options include: + Enable/disable phone notifications @@ -252,149 +155,90 @@ Activate date -
-
-
- Procedure - - + + To edit items on hold: + Login to My Account, click the Items on Hold tab - - + + Select the hold to modify - - + + Click Edit or Actions for Selected Holds~ - - + + Select the change to make, follow the steps on the screen - - -
- Items On Hold: Example of items on hold for an account - - - Summary of items on hold for an account - - - - - -
-
-
-
- + + + + Fines - Manage fines on items currently checked out - - -
- stuff goes here... -
-
-
- + + Preferences - Manage preferences for an account - - -
- stuff goes here... -
-
-
- + + Bookbags - - - Create and manage bookbags - - - -
- About My Bookbags My Bookbags is a feature that allows you to create lists of library materials (books, audiobooks, videos, etc.) These lists create links to records in the catalog, but are otherwise completely private and only accessible by you when logged in to your My Account. You have the option to share specific lists with people whom you choose (send them the direct URL), or more generally via RSS feed. Shared bookbags do NOT create a link to your personal library account information or private bookbags. You can share or un-share bookbags at any time. You can create as many bookbags and you want. Your bookbags will stay in your account until you delete them. Items remain in bookbags until you remove them. Even if the item record is removed from the catalog, the bookbag entry will remain (but there will be no link to the catalog.) -
-
+ Create a new Bookbag - - + Login to My Account , click My Bookbags - - + + At Create a new Bookbag, enter the name of the new Bookbag - - + + Share - yes or no - - + + Click Submit - - + + Click OK - - -
-
+ + + Add items to a Bookbag - - + Search for an item, open the Title Record - - + + Open the More Actions... list; click the Bookbag name - - + + Click OK - - -
-
+ + + Share a Bookbag - - + Login to My Account, click My Bookbags - - + + Find the Bookbag to share, click Share this Bookbag - - + + Click OK - - + + Click OK - - + + Click View to open the list as a webpage - copy and send this URL to selected recipients or embed in another website - - + + Click the RSS symbol add the list to an RSS reader - - -
-
-
- Bookbags: Example of bookbags for an account - - - Summary of status of bookbags for an account - - - - - -
-
-
-
+ + + -- 2.43.2