From 5436b4d39fd809afc998a24261e25e85bfd3d208 Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Fri, 1 Oct 2010 15:55:17 -0400 Subject: [PATCH] Add directories and files section. Add password reset section to myaccount chapter. --- 1.6/development/directoriesandFiles.xml | 134 ++++++ 1.6/media/passwordresetmessage.png | Bin 0 -> 10275 bytes 1.6/opac/myaccount.xml | 530 +++++++++++++----------- 1.6/root.xml | 1 + 4 files changed, 421 insertions(+), 244 deletions(-) create mode 100644 1.6/development/directoriesandFiles.xml create mode 100644 1.6/media/passwordresetmessage.png diff --git a/1.6/development/directoriesandFiles.xml b/1.6/development/directoriesandFiles.xml new file mode 100644 index 0000000000..f0c04b81f2 --- /dev/null +++ b/1.6/development/directoriesandFiles.xml @@ -0,0 +1,134 @@ + + + + Evergreen File Structure and Configuration Files + This section will describe tha basic file structure and cover key configuration files. Understanding the directory and file structure of Evergreen will allow you + to be able to customize your Evergreen software and take full advantage of many features. + + +
+ Evergreen Directory Structure + This is the top level directory structure of Evergreen located in the default installation directory /openils: + + Evergreen Directory Structure + + + + + + Directory + Description + + + + + bin + Contains many critical Perl and shell scripts such as autogen.sh and + oils.ctl. + + + conf + Contains the configuration scripts including the 2 most important base configuration files opensrf_core.xml and opensrf.xml. + + + include + Contains the header files used by the scripts written in C. + + + lib + Contains the core code of Evergreen including the C code and perl modules. In particular, the perl modules in the + subdirectoryperl5/OpenILS + are of particular interest to developers. + + + var + Largest directory and includes the web directories (web), lock pid fies + (run), circ setting files (circ) templates + (templates) and log (templates and + data) files. + + + +
+
+ Evergreen Configuration Files + + + Key Evergreen Configuration Files + + + + + + File + Description + + + + + /openils/conf/opensrf_core.xml + Files which controls which Evergreen services are run on the public and private routers. For a service to run, it must be registered in this file. This file also controls the loglevel and points to the log file for the srvices. An Evergreen restart is required for changes to take effect. + + + /openils/conf/opensrf.xml + Use this file to set directory locations, the default locale, default notice settings and settings for all Evergreen services. + It is critical for any administrator to understand the settings in this file. An Evergreen restart is required for changes to take effect. + + + /openils/conf/fm_IDL.xml + Used for linking the OpenSRF/Evergreen services to the Evergreen database tables. An Evergreen restart is required for changes to take + effect. Running autogen.sh is also required. + + + /etc/apache2/eg_vhost.conf + Controls the Evergreen virtual site. Allows to configure the skin for the OPAC or configure various directories within the Apache webserver. + An Apache restart is requred for changes to this file to take effect. + + + +
+ + Useful Evergreen Scripts + + + + + + File + Description + + + + + /openils/bin/autogen.sh + Used to update changes to org units and the fm_IDL.xml file. Will generate web and staff client pages based on contents of files and + Evergreen database entries. + + + /openils/bin/clark-kent.pl + Perl script for starting the reporter. + + + /openils/bin/action_trigger_runner.pl + Perl script used to trigger the actions set up in the action trigger tool in the staff client. + + + /openils/bin/osrf_ctl.sh + The start up script for OpenSF and Evergreen. + + + /openils/bin/reshelving_complete.srfsh + Make items in reshelving mode for a certain amount of time become available. + + + /openils/bin/srfsh + Used to start the OpenSRF shell. + + + + +
+
+
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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 - - - 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; you will be prompted to change your password - - - 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. - - - - 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 - - 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. - - - - 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 - - - - 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! - - - Account Summary - - Users can view Staff Notes, home library, address, and phone numbers. They can also change account username, password, and email. - - - - Items Checked Out - - Users can manage items currently checked out and view overdue items and see renewals remaining. - - - - Items On Hold - - Manage items currently being requested - - From My Account patrons can manage items currently being requested. - Actions include: - - - Suspend ~ set a period of time during which the hold will not become active, such as during a vacation - - - Activate ~ manually remove the suspension - - - Set Active Date ~ specify a date at which the suspension will be lifted - - - Cancel ~remove the hold request - - - - Edit options include: - - - - Enable/disable phone notifications - - - Change telephone number for notification - - - Enable/disable email notification - - - Change pick up library - - - Change expiration date - - - Suspend - - - Activate date - - - - 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 - - - - - Fines - - Manage fines on items currently checked out - - - - Preferences - - Manage preferences for an account - - - - 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 - - - - + + + + My Account + + This chapter will explain how users can use the My Account feature of the OPAC to manage their accounts. + + + + + First Login 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. + + + + 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. + + + + + Click Login; you will be prompted to change your password + + + 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. + + + + 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 + + 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. + + + + 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 + + + + 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! + + + Password Reset + Evergreen 1.6.1 introduced a new feature to allow patrons to reset forgotten passwords from the My Account login screen. + To reset your password: + + + click on the the Forgot your password? link located under the login button + + + Fill in the Barcode and User name text boxes. + + + A message should appear similar to this: + + + + + + + + + + + An email will be sent to the email addressed you have registered with your Evergreen library. You should click on the link included in the email + to open the password reset page. + You will need to have an email account set up in Evergreen for this to work. Processing time may vary. + + + At the reset email page you should enter the new password in the New password field and re-enter it in the + Re-enter new password field. + + + + Click Submit + + + A message should appear on the page indicating that your password has been reset. + + + Login to your account with your new password. + + + + Account Summary + + Users can view Staff Notes, home library, address, and phone numbers. They can also change account username, password, and email. + + + + Items Checked Out + + Users can manage items currently checked out and view overdue items and see renewals remaining. + + + + Items On Hold + + Manage items currently being requested + + From My Account patrons can manage items currently being requested. + Actions include: + + + Suspend ~ set a period of time during which the hold will not become active, such as during a vacation + + + Activate ~ manually remove the suspension + + + Set Active Date ~ specify a date at which the suspension will be lifted + + + Cancel ~remove the hold request + + + + Edit options include: + + + + Enable/disable phone notifications + + + Change telephone number for notification + + + Enable/disable email notification + + + Change pick up library + + + Change expiration date + + + Suspend + + + Activate date + + + + 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 + + + + + Fines + + Manage fines on items currently checked out + + + + Preferences + + Manage preferences for an account + + + + 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 + + + + diff --git a/1.6/root.xml b/1.6/root.xml index 1368c8f131..389e819808 100755 --- a/1.6/root.xml +++ b/1.6/root.xml @@ -108,6 +108,7 @@ Development + -- 2.43.2