From bf754ca232eae4c5b7af8755bf56b1bb972c4a0f Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Sun, 5 Nov 2017 03:41:39 -0800 Subject: [PATCH] Docs: mass replacing Admin menu with Administration menu Signed-off-by: Jane Sandberg --- docs/acquisitions/selection_lists_po.adoc | 2 +- .../vandelay_acquisitions_integration.adoc | 2 +- .../admin/Best_Hold_Selection_Sort_Order.adoc | 8 +-- docs/admin/MARC_Import_Remove_Fields.adoc | 2 +- docs/admin/MARC_RAD_MVF_CRA.adoc | 2 +- .../admin/Org_Unit_Proximity_Adjustments.adoc | 2 +- docs/admin/SMS_messaging.adoc | 6 +- docs/admin/acquisitions_admin.adoc | 58 +++++++++---------- docs/admin/actiontriggers.adoc | 4 +- docs/admin/age_hold_protection.adoc | 4 +- docs/admin/authorities.adoc | 16 ++--- docs/admin/circulation_limit_groups.adoc | 4 +- docs/admin/cn_prefixes_and_suffixes.adoc | 4 +- docs/admin/hold_driven_recalls.adoc | 2 +- docs/admin/lsa-address_alert.adoc | 4 +- docs/admin/lsa-barcode_completion.adoc | 4 +- docs/admin/lsa-statcat.adoc | 2 +- docs/admin/lsa-work_log.adoc | 4 +- docs/admin/recent_staff_searches.adoc | 2 +- ...restrict_Z39.50_sources_by_perm_group.adoc | 6 +- .../staff_client-button_bar_toolbar.adoc | 2 +- docs/admin/staff_client-recent_searches.adoc | 2 +- docs/admin/user_activity_type.adoc | 2 +- docs/admin/workstation_admin.adoc | 8 +-- ...station_admin_receipt_template_editor.adoc | 4 +- .../z39.50_search_enhancements.adoc | 4 +- docs/circulation/advanced_holds.adoc | 2 +- docs/circulation/circulating_items.adoc | 2 +- .../circulation_patron_records.adoc | 8 +-- docs/opac/catalog_browse.adoc | 2 +- docs/opac/linked_libraries.adoc | 6 +- docs/reports/reporter_view_output.adoc | 2 +- docs/serials/B-copy_template.adoc | 10 ++-- docs/serials/D-subscription-ASCV.adoc | 2 +- docs/serials/F-Receiving.adoc | 4 +- .../Group_Serials_Issues_in_the_OPAC_2.2.adoc | 2 +- 36 files changed, 100 insertions(+), 100 deletions(-) diff --git a/docs/acquisitions/selection_lists_po.adoc b/docs/acquisitions/selection_lists_po.adoc index 607cc3c215..3d22b89fd1 100644 --- a/docs/acquisitions/selection_lists_po.adoc +++ b/docs/acquisitions/selection_lists_po.adoc @@ -163,7 +163,7 @@ image::media/Zero_Copies1.jpg[Zero_Copies1] Enhancements to Canceled and Delayed Items ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -Cancel/Delay reasons have been modified so that you can easily differentiate between canceled and delayed items. Each label now begins with *Canceled* or *Delayed*. To view the list, click *Admin* -> *Server Administration* -> *Acquisitions* -> *Cancel Reasons*. +Cancel/Delay reasons have been modified so that you can easily differentiate between canceled and delayed items. Each label now begins with *Canceled* or *Delayed*. To view the list, click *Administration* -> *Server Administration* -> *Acquisitions* -> *Cancel Reasons*. The cancel/delay reason label is displayed as the line item status in the list of line items or as the copy status in the list of copies. diff --git a/docs/acquisitions/vandelay_acquisitions_integration.adoc b/docs/acquisitions/vandelay_acquisitions_integration.adoc index 34536222f3..a6324370e6 100644 --- a/docs/acquisitions/vandelay_acquisitions_integration.adoc +++ b/docs/acquisitions/vandelay_acquisitions_integration.adoc @@ -85,7 +85,7 @@ Default Upload Settings ~~~~~~~~~~~~~~~~~~~~~~~ You can set default upload values by modifying the following settings in -*Admin* -> *Local Administration* -> *Library Settings Editor*: +*Administration* -> *Local Administration* -> *Library Settings Editor*: - Upload Activate PO - Upload Create PO diff --git a/docs/admin/Best_Hold_Selection_Sort_Order.adoc b/docs/admin/Best_Hold_Selection_Sort_Order.adoc index c5251160c9..a25b51ca27 100644 --- a/docs/admin/Best_Hold_Selection_Sort_Order.adoc +++ b/docs/admin/Best_Hold_Selection_Sort_Order.adoc @@ -15,11 +15,11 @@ Evergreen comes with six preconfigured Best-Hold Selection Sort Orders to choose * FIFO with Holds-go-home * FIFO with Holds-always-go-home -The Holds-go-home and Holds-always-go-home options allow libraries to determine how long they want to allow items to transit outside of the item’s home library, before it must return to its home library to fulfill any holds that are to be picked up there. Libraries can set this time limit in the library setting *Holds: Max foreign-circulation time*. The Library Settings Editor can be found under *Admin -> Local Administration -> Library Settings Editor*. +The Holds-go-home and Holds-always-go-home options allow libraries to determine how long they want to allow items to transit outside of the item’s home library, before it must return to its home library to fulfill any holds that are to be picked up there. Libraries can set this time limit in the library setting *Holds: Max foreign-circulation time*. The Library Settings Editor can be found under *Administration -> Local Administration -> Library Settings Editor*. Create a New Best-Hold Selection Sort Order ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -To create a new Best-Hold Selection Sort Order, go to *Admin -> Server Administration -> Best-Hold Selection Sort Order*. +To create a new Best-Hold Selection Sort Order, go to *Administration -> Server Administration -> Best-Hold Selection Sort Order*. . Click *Create New*. . Assign your Best-Hold Selection Sort Order a *Name*. @@ -31,7 +31,7 @@ image::media/best_hold_sort_order1.jpg[Best-Hold Selection Sort Order] Edit an Existing Best-Hold Selection Sort Order ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -To edit an existing Best-Hold Selection Sort Order, go to *Admin -> Server Administration -> Best-Hold Selection Sort Order*. +To edit an existing Best-Hold Selection Sort Order, go to *Administration -> Server Administration -> Best-Hold Selection Sort Order*. . Click *Edit Existing*. . Choose the Best-Hold Selection Sort Order that you would like to edit from the drop down menu. @@ -44,7 +44,7 @@ The Best-Hold Selection Sort Order can be set for an Org Unit in the *Library Se To select the Best-Hold Selection Sort Order that your Org Unit will use: -. Go to *Admin -> Local Administration -> Library Settings Editor*. +. Go to *Administration -> Local Administration -> Library Settings Editor*. . Locate the setting *Holds: Best-hold selection sort order*, and click *Edit*. . Choose the *Context* org unit for this setting. . Select the Best-hold selection sort order, or *Value*, from the drop down menu. diff --git a/docs/admin/MARC_Import_Remove_Fields.adoc b/docs/admin/MARC_Import_Remove_Fields.adoc index 1e0d175d57..9fe8d6a7cf 100644 --- a/docs/admin/MARC_Import_Remove_Fields.adoc +++ b/docs/admin/MARC_Import_Remove_Fields.adoc @@ -10,7 +10,7 @@ MARC Import Remove Fields allows staff to configure MARC tags to be automaticall Create a MARC Import Remove Fields profile ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -To create a MARC Import Remove Fields profile, go to *Admin -> Server Administration -> MARC Import Remove Fields*. +To create a MARC Import Remove Fields profile, go to *Administration -> Server Administration -> MARC Import Remove Fields*. . Click *New Field Group*. . Assign the Field Group a *Label*. This label will appear in the import interfaces. diff --git a/docs/admin/MARC_RAD_MVF_CRA.adoc b/docs/admin/MARC_RAD_MVF_CRA.adoc index ffb095f2fe..67811fc89b 100644 --- a/docs/admin/MARC_RAD_MVF_CRA.adoc +++ b/docs/admin/MARC_RAD_MVF_CRA.adoc @@ -3,7 +3,7 @@ MARC Record Attributes The MARC Record Attribute Definitions support the ingesting, indexing, searching, filtering, and delivering of bibliographic record attributes. -To Access the MARC Record Attributes, click *Admin* -> *Server Administration* -> *MARC Record Attributes* +To Access the MARC Record Attributes, click *Administration* -> *Server Administration* -> *MARC Record Attributes* Multi Valued Fields and Composite Record Attributes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/admin/Org_Unit_Proximity_Adjustments.adoc b/docs/admin/Org_Unit_Proximity_Adjustments.adoc index 1d6d23243e..3dc8298872 100644 --- a/docs/admin/Org_Unit_Proximity_Adjustments.adoc +++ b/docs/admin/Org_Unit_Proximity_Adjustments.adoc @@ -23,7 +23,7 @@ Relative proximity adjustments allows the proximity between org units to be trea Create an Org Unit Proximity Adjustment ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .To create an Org Unit Proximity Adjustment between two libraries: -. In the Admin menu choose *Server Administration -> Org Unit Proximity Adjustments*. +. In the Administration menu choose *Server Administration -> Org Unit Proximity Adjustments*. . Click *New OU Proximity Adjustment*. . Choose an *Item Circ Lib* from the drop down menu. . Choose a *Hold Request Lib* from the drop down menu. diff --git a/docs/admin/SMS_messaging.adoc b/docs/admin/SMS_messaging.adoc index 104320b5b1..f75e62cfce 100644 --- a/docs/admin/SMS_messaging.adoc +++ b/docs/admin/SMS_messaging.adoc @@ -26,7 +26,7 @@ to login to your OPAC account. To disable the patron login requirement: -. Click *Admin* -> *Local Administration* -> *Library Settings Editor.* +. Click *Administration* -> *Local Administration* -> *Library Settings Editor.* . Select the setting, *Disable auth requirement for texting call numbers*. . Set the value to *True,* and click *Update Setting.* @@ -39,7 +39,7 @@ A list of SMS carriers that can transmit text messages to users is available in To add or edit SMS carriers: -. Click *Admin* -> *Server Administration* -> *SMS Carriers*. +. Click *Administration* -> *Server Administration* -> *SMS Carriers*. . To add a new carrier, click the *New Carrier* button in the top right corner of the screen. To edit an existing carrier, double click in any white space in the carrier's row. + image::media/SMS_Text_Messaging3.jpg[SMS_Text_Messaging3] @@ -58,7 +58,7 @@ Library staff control the content and format of text messages through the templa To configure the text of the SMS text message: -. Click *Admin* -> *Local Administration* -> *Notifications/Action Triggers.* +. Click *Administration* -> *Local Administration* -> *Notifications/Action Triggers.* . Create a new A/T and template, or use or modify an existing template. For example, a default template, "Hold Ready for Pickup SMS Notification," notifies users that the hold is ready for pickup. + image::media/SMS_Text_Messaging5.jpg[SMS_Text_Messaging5] diff --git a/docs/admin/acquisitions_admin.adoc b/docs/admin/acquisitions_admin.adoc index f97bf32763..92be6e777c 100644 --- a/docs/admin/acquisitions_admin.adoc +++ b/docs/admin/acquisitions_admin.adoc @@ -6,9 +6,9 @@ Acquisitions Settings indexterm:[acquisitions,permissions] -Several setting in the Library Settings area of the Admin module pertain to +Several setting in the Library Settings area of the Administration module pertain to functions in the Acquisitions module. You can access these settings by clicking -_Admin -> Local Administration -> Library Settings Editor_. +_Administration -> Local Administration -> Library Settings Editor_. * CAT: Delete bib if all copies are deleted via Acquisitions lineitem cancellation - If you cancel a line item, then all of the on order copies in the @@ -63,7 +63,7 @@ Acquisitions -> Cancel reasons_. . Select a using library from the drop-down menu. The using library indicates the organizational units whose staff can use this cancel reason. This menu is populated with the shortnames that you created for your libraries in the -organizational units tree (See Admin -> Server Administration -> Organizational +organizational units tree (See Administration -> Server Administration -> Organizational Units.) . Create a label for the cancel reason. This label will appear when you select a @@ -105,14 +105,14 @@ Create a claim policy The claim policy link enables you to name the claim policy and specify the organization that owns it. -. To create a claim policy, click _Admin -> Server Administration -> +. To create a claim policy, click _Administration -> Server Administration -> Acquisitions -> Claim Policies_. . Create a claim policy name. No limits exist on the number of characters that can be entered in this field. . Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this claim policy. This menu is populated with the shortnames that you created for your libraries in the -organizational units tree (See Admin -> Server Administration -> Organizational +organizational units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] @@ -127,14 +127,14 @@ Create a claim type The claim type link enables you to specify the reason for a type of claim. -. To create a claim type, click _Admin -> Server Administration -> Acquisitions +. To create a claim type, click _Administration -> Server Administration -> Acquisitions -> Claim types_. . Create a claim type. No limits exist on the number of characters that can be entered in this field. . Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this claim type. This menu is populated with the shortnames that you created for your libraries in the organizational -units tree (See Admin -> Server Administration -> Organizational Units). +units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] The rule of parental inheritance applies to this list. @@ -150,14 +150,14 @@ The claim event type describes the physical action that should occur when an item needs to be claimed. For example, the user should notify the vendor via email that the library is claiming an item. -. To access the claim event types, click _Admin -> Server Administration -> +. To access the claim event types, click _Administration -> Server Administration -> Acquisitions -> Claim event type_. . Enter a code for the claim event type. No limits exist on the number of characters that can be entered in this field. . Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this event type. This menu is populated with the shortnames that you created for your libraries in the organizational -units tree (See Admin -> Server Administration -> Organizational Units). +units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] The rule of parental inheritance applies to this list. @@ -179,7 +179,7 @@ Create a claim policy action The claim policy action enables you to specify how long a user should wait before claiming the item. -. To access claim policy actions, click _Admin -> Server Administration -> +. To access claim policy actions, click _Administration -> Server Administration -> Acquisitions ->Claim Policy Actions_. . Select an Action (Event Type) from the drop-down menu. @@ -209,7 +209,7 @@ purchased in the currency associated with that fund. Create a currency type ^^^^^^^^^^^^^^^^^^^^^^ -. To create a new currency type, click _Admin -> Server Administration -> +. To create a new currency type, click _Administration -> Server Administration -> Acquisitions -> Currency types_. . Enter the currency code. No limits exist on the number of characters that can @@ -249,7 +249,7 @@ needed. Create a distribution formula ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -. Click _Admin -> Server Administration -> Acquisitions ->Distribution +. Click _Administration -> Server Administration -> Acquisitions ->Distribution Formulas_. . Click _New Formula_. . Enter a Formula Name. No limits exist on the number of characters that can be @@ -257,7 +257,7 @@ entered in this field. . Choose a Formula Owner from the drop-down menu. The Formula Owner indicates the organizational units whose staff can use this formula. This menu is populated with the shortnames that you created for your libraries in the -organizational units tree (See Admin -> Server Administration -> Organizational +organizational units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] @@ -268,7 +268,7 @@ The rule of parental inheritance applies to this list. . Click _New Entry_. . Select an Owning Library from the drop-down menu. This indicates the branch that will receive the items. This menu is populated with the shortnames that you -created for your libraries in the organizational units tree (See _Admin -> +created for your libraries in the organizational units tree (See _Administration -> Server Administration -> Organizational Units_). . Select/enter any of the following copy details you want to predefine in the distribution formula. @@ -280,7 +280,7 @@ distribution formula. to the branch. You can enter the number or use the arrows on the right side of the field. . Click _Apply Changes_. The screen will reload. -. To view the changes to your formula, click Admin -> Server Administration -> +. To view the changes to your formula, click Administration -> Server Administration -> Acquisitions -> Distribution Formulas. The item_count will reflect the entries to your distribution formula. @@ -443,7 +443,7 @@ amount to credit to the receiving fund. Create an exchange rate ^^^^^^^^^^^^^^^^^^^^^^^ -. To create a new exchange rate, click _Admin -> Server Administration -> +. To create a new exchange rate, click _Administration -> Server Administration -> Acquisitions -> Exchange Rates_. . Click New Exchange Rate. @@ -505,14 +505,14 @@ fund. Create a Fund Tag -. To create a fund tag, click _Admin -> Server Administration -> Acquisitions -> +. To create a fund tag, click _Administration -> Server Administration -> Acquisitions -> Fund Tags_. . Click _New Fund Tag_. No limits exist on the number of characters that can be entered in this field. . Select a Fund Tag Owner from the drop-down menu. The owner indicates the organizational unit(s) whose staff can use this fund tag. This menu is populated with the shortnames that you created for your libraries in the -organizational units tree (See Admin -> Server Administration -> Organizational +organizational units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] @@ -535,14 +535,14 @@ can be used to track exact amounts for accounts in your general ledger. You can Create a funding source ^^^^^^^^^^^^^^^^^^^^^^^ -. To create a new funding source, click _Admin -> Server Administration -> +. To create a new funding source, click _Administration -> Server Administration -> Acquisitions -> Funding Source_. . Enter a funding source name. No limits exist on the number of characters that can be entered in this field. . Select an owner from the drop-down menu. The owner indicates the organizational unit(s) whose staff can use this funding source. This menu is populated with the shortnames that you created for your libraries in the -organizational units tree (See Admin -> Server Administration -> Organizational +organizational units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] @@ -619,7 +619,7 @@ interface, you can create funds; allocate credits from funding sources to funds; Create a fund ^^^^^^^^^^^^^ -. To create a new fund, click _Admin -> Server Administration -> Acquisitions -> +. To create a new fund, click _Administration -> Server Administration -> Acquisitions -> Funds_. . Enter a name for the fund. No limits exist on the number of characters that can be entered in this field. @@ -630,7 +630,7 @@ format of the year is YYYY. . Select an org unit from the drop-down menu. The org unit indicates the organizational units whose staff can use this fund. This menu is populated with the shortnames that you created for your libraries in the organizational units -tree (See Admin -> Server Administration -> Organizational Units). +tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] The rule of parental inheritance applies to this list. See section @@ -668,7 +668,7 @@ Allocate credits from funding sources to funds Credits can be applied to funds from funding sources using the fund interface. The credits that you apply to the fund can be applied later to purchases. -. To access funds, click _Admin -> Server Administration -> Acquisitions -> +. To access funds, click _Administration -> Server Administration -> Acquisitions -> Funds_. . Click the hyperlinked name of the fund. @@ -690,7 +690,7 @@ The credits that you allocate to funds can be transferred between funds if desired. In the following example, you can transfer $500.00 from the Young Adult Fiction fund to the Children's DVD fund. -. To access funds, click _Admin -> Server Administration -> Acquisitions -> +. To access funds, click _Administration -> Server Administration -> Acquisitions -> Funds_. . Click the hyperlinked name of the originating fund. @@ -763,7 +763,7 @@ current year and create analogous funds for the next year. It transfers encumbrances to the analogous funds, and it rolls over any remaining funds if you checked the rollover box when creating the fund. -. To access the year end closeout of a fund, click Admin -> Server +. To access the year end closeout of a fund, click Administration -> Server Administration -> Acquisitions -> Funds. . Click _Fund Propagation and Rollover_. @@ -818,7 +818,7 @@ can add custom charge types to this list. Invoice item types can also be used when adding non-bibliographic items to a purchase order. When invoiced, the invoice item type will copy from the purchase order to the invoice. -. To create a new charge type, click _Admin -> Server Administration -> +. To create a new charge type, click _Administration -> Server Administration -> Acquisitions -> Invoice Item Type_. . Click _New Invoice Item Type_. @@ -844,7 +844,7 @@ payment method(s) that you accept. The text that you enter in the admin module will appear as a drop-down menu in the invoice type and payment method fields on the invoice. -. To create a new invoice payment method, click _Admin -> Server Administration +. To create a new invoice payment method, click _Administration -> Server Administration -> Acquisitions -> Invoice Payment Method_. . Click _New Invoice Payment Method_. @@ -888,7 +888,7 @@ that can be entered in this field. . Select an owning library from the drop-down menu. The owning library indicates the organizational units whose staff can use this alert. This menu is populated with the shortnames that you created for your libraries in the organizational -units tree (See Admin -> Server Administration -> Organizational Units). +units tree (See Administration -> Server Administration -> Organizational Units). . Click _Save_. @@ -922,7 +922,7 @@ that can be entered in this field. . Select an owner from the drop-down menu. The owner indicates the organizational units whose staff can use this provider. This menu is populated with the shortnames that you created for your libraries in the organizational -units tree (See Admin -> Server Administration -> Organizational Units). +units tree (See Administration -> Server Administration -> Organizational Units). + [NOTE] The rule of parental inheritance applies to this list. diff --git a/docs/admin/actiontriggers.adoc b/docs/admin/actiontriggers.adoc index 47801ce2de..ae72a081e5 100644 --- a/docs/admin/actiontriggers.adoc +++ b/docs/admin/actiontriggers.adoc @@ -6,7 +6,7 @@ indexterm:[action triggers, event definitions, notifications] Action Triggers give administrators the ability to set up actions for specific events. They are useful for notification events such as hold notifications. -To access the Action Triggers module, select *Admin* -> *Local Administration* -> *Notifications / Action triggers*. +To access the Action Triggers module, select *Administration* -> *Local Administration* -> *Notifications / Action triggers*. [NOTE] ========== @@ -49,7 +49,7 @@ Table 1: Action Trigger Event Definitions Creating Action Triggers ~~~~~~~~~~~~~~~~~~~~~~~~ -. From the top menu, select *Admin* -> *Local Administration* -> *Notifications / Action triggers*. +. From the top menu, select *Administration* -> *Local Administration* -> *Notifications / Action triggers*. . Click on the _New_ button. . Select an _Owning Library_. . Create a unique _Name_ for your new action trigger. diff --git a/docs/admin/age_hold_protection.adoc b/docs/admin/age_hold_protection.adoc index 2e16f8fb61..11b6350825 100644 --- a/docs/admin/age_hold_protection.adoc +++ b/docs/admin/age_hold_protection.adoc @@ -5,9 +5,9 @@ indexterm:[Holds, Age Protection] Age hold protection prevents new items from filling holds requested for pickup at a library other than the owning library for a specified period of time. -You can define the protection period in *Admin* -> *Server Administration* -> *Age Hold Protect Rules*. +You can define the protection period in *Administration* -> *Server Administration* -> *Age Hold Protect Rules*. -The protection period when applied to a copy record can start with the copy record create date (default) or active date. You can change this setting in *Admin* -> *Local Administration* -> *Library Settings Editor*: Use Active Date for Age Protection. +The protection period when applied to a copy record can start with the copy record create date (default) or active date. You can change this setting in *Administration* -> *Local Administration* -> *Library Settings Editor*: Use Active Date for Age Protection. In addition to time period, you can set the proximity value to define which organizational units are allowed to act as pickup libraries. The proximity values affect holds as follows: diff --git a/docs/admin/authorities.adoc b/docs/admin/authorities.adoc index ddaeee8597..e0932ceee8 100644 --- a/docs/admin/authorities.adoc +++ b/docs/admin/authorities.adoc @@ -20,13 +20,13 @@ contain. The Library of Congress control set exists in the staff client by default. The control sets feature enables librarians to add or customize new control sets. -To access existing control sets, click *Admin* -> *Server Administration* -> +To access existing control sets, click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*. Add a Control Set ^^^^^^^^^^^^^^^^^ -. Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*. +. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*. . Click *New Control Set*. . Add a *Name* to the control set. Enter any number of characters. @@ -45,16 +45,16 @@ should control a MARC record, is encoded in a fixed field using the mnemonic Subj in the authority record. Eleven thesauri associated with the Library of Congress control set exist by default in the staff client. -To access an existing thesaurus, click *Admin* -> *Server Administration* -> +To access an existing thesaurus, click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*, and choose the hyperlinked thesaurus that you -want to access, or click *Admin* -> *Server Administration* -> *Authorities* -> +want to access, or click *Administration* -> *Server Administration* -> *Authorities* -> *Thesauri*. Add a Thesaurus ^^^^^^^^^^^^^^^ -. Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*, +. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*, and choose the hyperlinked thesaurus that you want to access, or click *Admin* -> *Server Administration* -> *Authorities* -> *Thesauri*. . Click *New Thesaurus*. @@ -79,7 +79,7 @@ tag in the bibliographic record that would contain the same data. Create an Authority Field ^^^^^^^^^^^^^^^^^^^^^^^^^ -. Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*. +. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*. . Click *Authority Fields*. The number in parentheses indicates the number of authority fields that have been created for the control set. . Click *New Authority Field*. @@ -117,7 +117,7 @@ axes. Create a new Browse Axis ^^^^^^^^^^^^^^^^^^^^^^^^ -. Click *Admin* -> *Server Administration* -> *Authorities* -> *Browse Axes* +. Click *Administration* -> *Server Administration* -> *Authorities* -> *Browse Axes* . Click *New Browse Axis*. . Add a *code*. Do not enter any spaces. . Add a *name* to the axis that will appear in the OPAC. Enter any number of @@ -128,7 +128,7 @@ the results will be displayed. + image::media/Authority_Control_Sets5.jpg[Authority_Control_Sets5] . Assign the axis to an authority so that users can find the authority record -when browsing authorities. Click *Admin* -> *Server Administration* -> +when browsing authorities. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*. . Choose the control set to which you will add the axis. Click *Authority Fields* diff --git a/docs/admin/circulation_limit_groups.adoc b/docs/admin/circulation_limit_groups.adoc index db0c5b6ac2..f545d63197 100644 --- a/docs/admin/circulation_limit_groups.adoc +++ b/docs/admin/circulation_limit_groups.adoc @@ -12,7 +12,7 @@ policies. To limit checkouts by copy location: -. Click *Admin -> Local Administration -> Circulation Limit Sets*. +. Click *Administration -> Local Administration -> Circulation Limit Sets*. . Click *New* to create a new circulation limit set. . In the *Owning Library* field, select the library that can create and edit this limit set. @@ -36,7 +36,7 @@ image::media/Maximum_Checkout_by_Copy_Location1.jpg[Maximum_Checkout_by_Copy_Loc To link the circulation limit set to a circulation policy: -. Click *Admin* -> *Local Administration* -> *Circulation Policies* +. Click *Administration* -> *Local Administration* -> *Circulation Policies* . Select an existing circulation policy, or create a new one. . Scroll down to the *Linked Limit Sets*. . Select the *Name* of the limit set that you want to add to the circulation diff --git a/docs/admin/cn_prefixes_and_suffixes.adoc b/docs/admin/cn_prefixes_and_suffixes.adoc index 789367edc1..3e975dd90e 100644 --- a/docs/admin/cn_prefixes_and_suffixes.adoc +++ b/docs/admin/cn_prefixes_and_suffixes.adoc @@ -11,7 +11,7 @@ Call number prefixes are codes that precede a call number. To configure call number prefixes: -1. Select *Admin -> Server Administration -> Call Number Prefixes*. +1. Select *Administration -> Server Administration -> Call Number Prefixes*. 2. Click *New Prefix*. 3. Enter the *call number label* that will appear on the item. 4. Select the *owning library* from the drop down menu. Staff at this library, and its descendant org units, with the appropriate permissions, will be able to apply this call number prefix. @@ -30,7 +30,7 @@ Call number suffixes are codes that succeed a call number. To configure call number suffixes: -1. Select *Admin -> Server Administration -> Call Number Suffixes*. +1. Select *Administration -> Server Administration -> Call Number Suffixes*. 2. Click *New Suffix*. 3. Enter the *call number label* that will appear on the item. 4. Select the *owning library* from the drop down menu. Staff at this library, and its descendant org units, with the appropriate permissions, will be able to apply this call number suffix. diff --git a/docs/admin/hold_driven_recalls.adoc b/docs/admin/hold_driven_recalls.adoc index c926e2c2e5..1894e25ad7 100644 --- a/docs/admin/hold_driven_recalls.adoc +++ b/docs/admin/hold_driven_recalls.adoc @@ -25,7 +25,7 @@ Enabling hold-driven recalls By default, holds do not trigger recalls. To enable hold-driven recalls of circulating items, library settings must be changed as follows: - . Click *Admin* -> *Local Administration* -> *Library Settings Editor.* + . Click *Administration* -> *Local Administration* -> *Library Settings Editor.* . Set the *Recalls: Circulation duration that triggers a recall (recall threshold)* setting. The recall threshold is specified as an interval (for example, "21 days"); any items with a loan duration of diff --git a/docs/admin/lsa-address_alert.adoc b/docs/admin/lsa-address_alert.adoc index c05ce5ce36..5ccb5c4a9a 100644 --- a/docs/admin/lsa-address_alert.adoc +++ b/docs/admin/lsa-address_alert.adoc @@ -8,7 +8,7 @@ addresses with certain patterns are entered in patron records. This feature only serves to provide pertinent information to your library system's circulation staff during the registration process. An alert will not prevent the new patron account from being registered and the information will not be permanently associated with the patron account. -To access the Address Alert module, select *Admin* -> *Local Administration* -> *Address Alerts*. +To access the Address Alert module, select *Administration* -> *Local Administration* -> *Address Alerts*. [NOTE] ========== @@ -38,7 +38,7 @@ Adding a new Address Alert How to add an address to the alert list: . Log into the Evergreen Staff Client using a Local Administrator account or another account that has been granted the proper permission. -. Click on Admin -> Local Administration -> Address Alerts. +. Click on Administration -> Local Administration -> Address Alerts. . Click "New Address Alert." . A form will open with the following fields to fill out: + diff --git a/docs/admin/lsa-barcode_completion.adoc b/docs/admin/lsa-barcode_completion.adoc index 9c75f72888..4915e960f0 100644 --- a/docs/admin/lsa-barcode_completion.adoc +++ b/docs/admin/lsa-barcode_completion.adoc @@ -36,7 +36,7 @@ descendants of that org unit. Access Points ~~~~~~~~~~~~~ -The admin interface for Barcode Completion is located under *Admin* +The admin interface for Barcode Completion is located under *Administration* -> *Local Administration* -> *Barcode Completion*. image::media/lsa-barcode_completion_admin.png[Barcode Completion Admin] @@ -108,7 +108,7 @@ Create, Update, Filter, Delete/Disable Rules image::media/lsa-barcode_completion_admin.png[Barcode Completion Admin] -In the Barcode Completion admin interface at *Admin* -> *Local Administration* +In the Barcode Completion admin interface at *Administration* -> *Local Administration* -> *Barcode Completion* you can create, update and disable rules. Create Rules diff --git a/docs/admin/lsa-statcat.adoc b/docs/admin/lsa-statcat.adoc index e2b6a725d7..a9d5bb7b68 100644 --- a/docs/admin/lsa-statcat.adoc +++ b/docs/admin/lsa-statcat.adoc @@ -3,7 +3,7 @@ Statistical Categories Editor This is where you configure your statistical categories (stat cats). Stat cats are a way to save and report on additional information that doesn't fit elsewhere in Evergreen's default records. It is possible to have stat cats for copies or patrons. -1. Click *Admin -> Local Administration -> Statistical Categories Editor.* +1. Click *Administration -> Local Administration -> Statistical Categories Editor.* 2. To create a new stat cat, enter the name of the category and select either _patron_ or _copy_ from the *Type* dropdown menu. Each category type has a number of options you may set. diff --git a/docs/admin/lsa-work_log.adoc b/docs/admin/lsa-work_log.adoc index 22963f8518..2b481226d6 100644 --- a/docs/admin/lsa-work_log.adoc +++ b/docs/admin/lsa-work_log.adoc @@ -10,7 +10,7 @@ the work log also records holds that have been placed and payments that have been received. In this example, a staff member has collected a fine from a patron. To view -this action in the work log, click *Admin* -> *Local Administration* -> *Work +this action in the work log, click *Administration* -> *Local Administration* -> *Work Log*. By default, the work log will record the staff member's username, the amount that was received, the payment type, the patron's barcode, and the patron's last name. @@ -18,7 +18,7 @@ patron's last name. image::media/Expanding_the_Work_Log1.jpg[Expanding_the_Work_Log1] In this example, a staff member has placed a hold for a patron. To view this -action in the work log, click *Admin* -> *Local Administration* -> *Work Log*. +action in the work log, click *Administration* -> *Local Administration* -> *Work Log*. By default, the work log will record the staff member's username, the hold type, the patron's barcode, and the patron's last name. diff --git a/docs/admin/recent_staff_searches.adoc b/docs/admin/recent_staff_searches.adoc index bd2be10a96..b01e66d39e 100644 --- a/docs/admin/recent_staff_searches.adoc +++ b/docs/admin/recent_staff_searches.adoc @@ -9,7 +9,7 @@ By default, ten searches will be saved as you search the staff client. If you w To configure the number of recent staff searches: -1. Click *Admin -> Local Administration -> Library Settings Editor.* +1. Click *Administration -> Local Administration -> Library Settings Editor.* 2. Scroll to *OPAC: Number of staff client saved searches to display on left side of results and record details pages* diff --git a/docs/admin/restrict_Z39.50_sources_by_perm_group.adoc b/docs/admin/restrict_Z39.50_sources_by_perm_group.adoc index 10f0c8ac9f..e4d7efe0e5 100644 --- a/docs/admin/restrict_Z39.50_sources_by_perm_group.adoc +++ b/docs/admin/restrict_Z39.50_sources_by_perm_group.adoc @@ -17,7 +17,7 @@ Add a new permission: 1) Create a permission at the database level. -2) Click *Admin -> Server Administration -> Permissions* to add a permission to the staff client. +2) Click *Administration -> Server Administration -> Permissions* to add a permission to the staff client. 3) In the *New Permission* field, enter the text that describes the new permission. @@ -32,7 +32,7 @@ image::media/Restrict_Z39_50_Sources_by_Permission_Group1.jpg[] Restrict Z39.50 Sources by Permission Group ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -1) Click *Admin -> Server Administration -> Z39.50 Servers* +1) Click *Administration -> Server Administration -> Z39.50 Servers* 2) Click *New Z39.50 Server*, or double click on an existing Z39.50 server to restrict its use. @@ -60,7 +60,7 @@ Staff have the option to apply Z39.50 login credentials to each Z39.50 server at To set up stored credentials for a Z39.50 server: -1) Go to *Admin -> Server Administration -> Z39.50 Servers*. +1) Go to *Administration -> Server Administration -> Z39.50 Servers*. 2) Select a *Z39.50 Source* by clicking on the hyperlinked source name. This will take you the Z39.50 Attributes for the source. diff --git a/docs/admin/staff_client-button_bar_toolbar.adoc b/docs/admin/staff_client-button_bar_toolbar.adoc index b20edd35e2..14fe3490d5 100644 --- a/docs/admin/staff_client-button_bar_toolbar.adoc +++ b/docs/admin/staff_client-button_bar_toolbar.adoc @@ -20,7 +20,7 @@ workstations at a particular library (see default group can be set up on individual workstations by the following steps. -. Go to *Admin -> Workstation Administration -> Toolbars -> Current*. +. Go to *Administration -> Workstation Administration -> Toolbars -> Current*. + image::media/workstation-button_bar-2.png[button bar 2] + diff --git a/docs/admin/staff_client-recent_searches.adoc b/docs/admin/staff_client-recent_searches.adoc index d727970aa8..82816f6b5b 100644 --- a/docs/admin/staff_client-recent_searches.adoc +++ b/docs/admin/staff_client-recent_searches.adoc @@ -10,7 +10,7 @@ By default, ten searches will be saved as you search the staff client. If you w To configure the number of recent staff searches: -. Click *Admin -> Local Administration -> Library Settings Editor.* +. Click *Administration -> Local Administration -> Library Settings Editor.* . Scroll to *OPAC: Number of staff client saved searches to display on left side of results and record details pages* . Click *Edit*. . Select a *Context* from the drop down menu. diff --git a/docs/admin/user_activity_type.adoc b/docs/admin/user_activity_type.adoc index 8262ec1e74..36df73d0a2 100644 --- a/docs/admin/user_activity_type.adoc +++ b/docs/admin/user_activity_type.adoc @@ -6,7 +6,7 @@ The User Activity Types feature enables you to specify the user activity that yo Enabling this Feature ~~~~~~~~~~~~~~~~~~~~~ -Click *Admin* -> *Server Administration* -> *User Activity Types* to access the default set of user activity types and to add new ones. The default set of user activity types records user logins to the Evergreen ILS and to third party products that communicate with Evergreen. +Click *Administration* -> *Server Administration* -> *User Activity Types* to access the default set of user activity types and to add new ones. The default set of user activity types records user logins to the Evergreen ILS and to third party products that communicate with Evergreen. The *Label* is a free text field that enables you to describe the activity that you are tracking. diff --git a/docs/admin/workstation_admin.adoc b/docs/admin/workstation_admin.adoc index 98ffb9b8bf..0cd5db7f28 100644 --- a/docs/admin/workstation_admin.adoc +++ b/docs/admin/workstation_admin.adoc @@ -12,7 +12,7 @@ indexterm:[copy editor, shelving location] By default, when editing item records, library code is displayed in front of shelving location in _Shelving Location_ field. You may reverse the order by going -to *Admin -> Workstation Administration -> Copy Editor: Copy Location Name +to *Administration -> Workstation Administration -> Copy Editor: Copy Location Name First*. Simply click it to make copy location name displayed first. The setting is saved on the workstation. @@ -30,7 +30,7 @@ You may change the size of displayed text or turn staff client sounds on and off. These settings are specific to each workstation and stored on local hard disk. They do not affect OPAC font sizes. -. Select *Admin -> Workstation Administration -> Global Font and Sound +. Select *Administration -> Workstation Administration -> Global Font and Sound Settings*. . To turn off the system sounds, like the noise that happens when a patron with a block is retrieved, check the _disable sound_ box and click _Save @@ -60,7 +60,7 @@ indexterm:[staff client, hotkeys] All or partial hotkeys can be turned on or off. It can be done for a particular workstation: -. Navigate to *Admin -> Workstation Administration -> Hotkeys -> Current*. +. Navigate to *Administration -> Workstation Administration -> Hotkeys -> Current*. . Select _Default_, _Minimal_, and _None_. + image::media/workstation_admin-3.png[select hotkeys] @@ -91,7 +91,7 @@ the workstation's operating system (Windows, OSX, Ubuntu, etc). Evergreen printing works best if you are using recent, hardware-specific printer drivers. -. Select *Admin -> Workstation Administration -> Printer Settings Editor*. +. Select *Administration -> Workstation Administration -> Printer Settings Editor*. . Select the _Printer Context_. At a minimum set the _Default_ context on each Evergreen workstation. Repeat the procedure for other contexts if they differ from the default (e.g. if spine labels should output to a different printer. diff --git a/docs/admin/workstation_admin_receipt_template_editor.adoc b/docs/admin/workstation_admin_receipt_template_editor.adoc index 1bead5a1a5..257a5c42e3 100644 --- a/docs/admin/workstation_admin_receipt_template_editor.adoc +++ b/docs/admin/workstation_admin_receipt_template_editor.adoc @@ -10,7 +10,7 @@ All receipts in Evergreen follow a basic format of a _Header_, _Line item_ and _ The receipt templates follow full W3C html. http://w3schools.com/html/default.asp. -The Receipt Template Editor can be found at: *Admin -> Workstation Administration -> Receipt Template Editor* +The Receipt Template Editor can be found at: *Administration -> Workstation Administration -> Receipt Template Editor* The Editor can also be found on the default home page of the staff client. @@ -18,7 +18,7 @@ Receipts come in various types: Bills, checkout, items, holds, transits and Paym To edit a Receipt: -. Select *Admin -> Workstation Administration -> Receipt Template Editor*. +. Select *Administration -> Workstation Administration -> Receipt Template Editor*. . Choose the Receipt in the drop down list. + diff --git a/docs/cataloging/z39.50_search_enhancements.adoc b/docs/cataloging/z39.50_search_enhancements.adoc index e6c4566614..47304fe303 100644 --- a/docs/cataloging/z39.50_search_enhancements.adoc +++ b/docs/cataloging/z39.50_search_enhancements.adoc @@ -14,7 +14,7 @@ The following administrative interfaces will enable you to configure Z39.50 sear *Z39.50 Index Field Maps* -Click *Admin* -> *Server Administration* -> *Z39.50 Index Field Maps* to map bib record indexes (metabib fields and record attributes) in your catalog records to Z39.50 search attributes. Metabib fields are typically free form fields found in the body of a catalog record while record attributes typically have only one value and are often found in the leader. +Click *Administration* -> *Server Administration* -> *Z39.50 Index Field Maps* to map bib record indexes (metabib fields and record attributes) in your catalog records to Z39.50 search attributes. Metabib fields are typically free form fields found in the body of a catalog record while record attributes typically have only one value and are often found in the leader. You can map a metabib field or a record attribute to a Z39.50 attribute or a Z39.50 attribute type. To map a specific field in your catalog record to a specific field in a chosen Z39.50 source, you should map to a Z39.50 attribute. For example, if you want the Personal Author in your catalog record to map to the Author field when searching the Library of Congress, then you should do the following: @@ -62,7 +62,7 @@ image::media/Locate_Z39_50_Matches4.jpg[Locate_Z39.50_Matches4] *Org Unit Settings* -Org Unit settings can be set for your local branch, your system, or your consortium. To access these settings, click *Admin* -> *Local Administration* -> *Library Settings Editor* -> *Maximum Parallel Z39.50 Batch Searches*. +Org Unit settings can be set for your local branch, your system, or your consortium. To access these settings, click *Administration* -> *Local Administration* -> *Library Settings Editor* -> *Maximum Parallel Z39.50 Batch Searches*. Two new settings control the Z39.50 search enhancements. diff --git a/docs/circulation/advanced_holds.adoc b/docs/circulation/advanced_holds.adoc index bd770bb530..40780f5fb7 100644 --- a/docs/circulation/advanced_holds.adoc +++ b/docs/circulation/advanced_holds.adoc @@ -381,7 +381,7 @@ The alternate pick up location is disabled in Evergreen by default. It can be e + `staff.patron.summary.hold_counts_behind_desk=Available / Total (Drive-Thru)` -Libraries can also choose to give patrons the ability to opt-in to pick up holds at the alternate location through their OPAC account. To add this option, set the *OPAC/Patron Visible* field in the User Setting Type *Hold is behind Circ Desk* to 'True'. The User Setting Types can be found under *Admin -> Server Administration -> User Setting Types*. +Libraries can also choose to give patrons the ability to opt-in to pick up holds at the alternate location through their OPAC account. To add this option, set the *OPAC/Patron Visible* field in the User Setting Type *Hold is behind Circ Desk* to 'True'. The User Setting Types can be found under *Administration -> Server Administration -> User Setting Types*. *Display* diff --git a/docs/circulation/circulating_items.adoc b/docs/circulation/circulating_items.adoc index 0cd332e471..1f1bdecdd7 100644 --- a/docs/circulation/circulating_items.adoc +++ b/docs/circulation/circulating_items.adoc @@ -315,7 +315,7 @@ By default, the *Items Out* interface in the patron's account is divided into tw This enhancement enables you to customize the placement of items in the LOST, LONGOVERDUE, or CLAIMSRETURNED statuses in the top or bottom list. The value of this enhancement includes increased control over and organization of the Items Out interface. -1) Three new org unit settings enable you to control the placement of these items. To access these settings, click *Admin* -> *Local Administration* -> *Library Settings Editor*, and search for the following settings: +1) Three new org unit settings enable you to control the placement of these items. To access these settings, click *Administration* -> *Local Administration* -> *Library Settings Editor*, and search for the following settings: * Items Out Lost Display Setting diff --git a/docs/circulation/circulation_patron_records.adoc b/docs/circulation/circulation_patron_records.adoc index ad013f6472..ea15b291ad 100644 --- a/docs/circulation/circulation_patron_records.adoc +++ b/docs/circulation/circulation_patron_records.adoc @@ -593,7 +593,7 @@ Creating a Patron Message using Action Triggers Messages can be automatically added to a patron's OPAC account by an Action Trigger event. For example, when a hold is cancelled by a library staff member, a message can be added to the patron's OPAC account to inform them of the cancellation. -Action Trigger Messages are set up in *Admin -> Local Administration -> Notifications/Action Triggers*. There are several new fields in the Trigger Event Definition that allow the configuration of Patron Messages: +Action Trigger Messages are set up in *Administration -> Local Administration -> Notifications/Action Triggers*. There are several new fields in the Trigger Event Definition that allow the configuration of Patron Messages: * Message Library Path: identifies the sending library for the message. This is the patron's home library (usr.home_ou) in the stock Hold Cancellation message. * Message Template: contains the content of the message. @@ -792,7 +792,7 @@ image::media/circulation_patron_bills-6.png[circulation_patron_bills 6] By default, Evergreen checks all bills when the bills screen loads. Evergreen sites can change this default by enabling the _Uncheck bills by default in the patron billing interface_ setting in the Library Settings -Editor (*Admin* -> *Local Administration* -> *Library Settings Editor*). Note +Editor (*Administration* -> *Local Administration* -> *Library Settings Editor*). Note the presence of the _Uncheck All_ and _Check All_ options below the list of bills. @@ -831,7 +831,7 @@ _Annotate Payment_, as a box for the check number and a note displays automatically. * If a patron pays the entire bill for a lost item and the library has enabled the _Use Lost and Paid copy status_ setting in the Library Settings Editor -(*Admin* -> *Local Administration* -> *Library Settings Editor*), the copy's +(*Administration* -> *Local Administration* -> *Library Settings Editor*), the copy's status will automatically change from _Lost_ to _Lost and Paid_. ================================================ @@ -864,7 +864,7 @@ image::media/Disabled_Patron_Credit_Patron_Billing_Screen.jpg[Disabled Patron Cr To set the Library Setting: -. Click *Admin* -> *Local Administration* -> *Library Settings Editor* +. Click *Administration* -> *Local Administration* -> *Library Settings Editor* . Search for *Disable Patron Credit* diff --git a/docs/opac/catalog_browse.adoc b/docs/opac/catalog_browse.adoc index 72522cb83f..c439ffead6 100644 --- a/docs/opac/catalog_browse.adoc +++ b/docs/opac/catalog_browse.adoc @@ -23,7 +23,7 @@ Catalog Browse enables you to browse bibliographic headings available in your ca A new global flag warns users when they are entering a browse term that begins with an article. Systems administrators can create a regular expression to configure articles matched with specific indices that would prompt a warning for the user. By default, this setting is not enabled. -. To enable this feature, click *Admin* -> *Server Administration* -> *Global Flags*. +. To enable this feature, click *Administration* -> *Server Administration* -> *Global Flags*. . Double click *Map of search classes to regular expressions to warn user about leading articles.* diff --git a/docs/opac/linked_libraries.adoc b/docs/opac/linked_libraries.adoc index febe6d0d11..a817ad7c0c 100644 --- a/docs/opac/linked_libraries.adoc +++ b/docs/opac/linked_libraries.adoc @@ -8,7 +8,7 @@ link to a library information page. This page is located at `http://hostname/eg/opac/library/`. Evergreen automatically generates this page based on information entered in -*Admin* -> *Server Administration* -> *Organizational Units* (actor.org_unit). +*Administration* -> *Server Administration* -> *Organizational Units* (actor.org_unit). The library information page displays: @@ -24,7 +24,7 @@ information page. To display a link: -. Go to *Admin* -> *Local Administration* -> *Library Settings Editor*. +. Go to *Administration* -> *Local Administration* -> *Library Settings Editor*. . Edit the *Library Information URL* setting for the branch. [NOTE] If you set the URL at the system level, that URL will be used as the link for @@ -37,7 +37,7 @@ library information page. To do so: . Add the library's URL to the *Library Information URL* setting as described above. -. Go to *Admin* -> *Local Administration* -> *Library Settings Editor*. +. Go to *Administration* -> *Local Administration* -> *Library Settings Editor*. . Set the *Use external "library information URL" in copy table, if available* setting to true. diff --git a/docs/reports/reporter_view_output.adoc b/docs/reports/reporter_view_output.adoc index ff2788c21d..53c219a771 100644 --- a/docs/reports/reporter_view_output.adoc +++ b/docs/reports/reporter_view_output.adoc @@ -15,7 +15,7 @@ address defined in the report. Output is also stored in the specified Output folder and will remain there until manually deleted. . To view report output in the staff client, open the reports interface from -_Admin (-) --> Local Administration --> Reports_ +_Administration --> Local Administration --> Reports_ . Click on Output to expand the folder. Select _Circulation_ (where you just saved the circulation report output). + diff --git a/docs/serials/B-copy_template.adoc b/docs/serials/B-copy_template.adoc index 4bf30ab600..ed38cf26b5 100644 --- a/docs/serials/B-copy_template.adoc +++ b/docs/serials/B-copy_template.adoc @@ -6,17 +6,17 @@ A copy template enables you to specify item attributes that should be applied by Create a copy template ~~~~~~~~~~~~~~~~~~~~~~ -To create a copy template, click *Admin* -> *Local Administration* -> *Copy Template Editor*. +To create a copy template, click *Administration* -> *Local Administration* -> *Copy Template Editor*. . Enter a Name for the template. -. Select an owning library from the _Owning Lib_ drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template. The menu is populated from the organizations that you created in *Admin* -> *Server Administration* -> *Organizational Units*. +. Select an owning library from the _Owning Lib_ drop down menu. This organization owns the copy template. A staff member with permissions at that organization can modify the copy template. The menu is populated from the organizations that you created in *Administration* -> *Server Administration* -> *Organizational Units*. . Check _Circulate?_ if you want the item to circulate. . Check _Holdable?_ if patrons can place holds on the item. . Check _OPAC Visible?_ if you want patrons to be able to see the item in the OPAC after you receive it. . Select a _Loan Duration_ rule from the drop down menu. This field is required. . Select a _Fine Level_ for the item from the drop down menu. This field is required. -. Select a copy location from the _Location_ drop down menu. The menu is populated from the copy locations that you created in *Admin* -> *Local Administration* -> *Copy Locations*. -. Select a _Circ Modifier_ from the drop down menu. The menu is populated from the modifiers that you created in *Admin* -> *Server Administration* -> *Circulation Modifiers*. +. Select a copy location from the _Location_ drop down menu. The menu is populated from the copy locations that you created in *Administration* -> *Local Administration* -> *Copy Locations*. +. Select a _Circ Modifier_ from the drop down menu. The menu is populated from the modifiers that you created in *Administration* -> *Server Administration* -> *Circulation Modifiers*. . Select a _Floating Group_ if the item is part of a floating collection. . Check _Deposit?_ if patrons must place a deposit on the copy before they can use it. . Check _Reference?_ if the item is a reference item. @@ -26,7 +26,7 @@ To create a copy template, click *Admin* -> *Local Administration* -> *Copy Temp . Enter a code from the MARC fixed fields into the _Circ as Type_ field if you want to control the circulation based on the item type. . Enter a _Deposit Amount_ if patrons must place a deposit on the copy before they can use it. . Enter the _Price_ of the item. -. Select a copy status from the _Status_ drop down menu. The copy statuses can be managed in *Admin* -> *Server Administration* -> *Copy Statuses*. +. Select a copy status from the _Status_ drop down menu. The copy statuses can be managed in *Administration* -> *Server Administration* -> *Copy Statuses*. . Click *Save*. Edit a copy template diff --git a/docs/serials/D-subscription-ASCV.adoc b/docs/serials/D-subscription-ASCV.adoc index 4d9b23eea6..ade97edfd8 100644 --- a/docs/serials/D-subscription-ASCV.adoc +++ b/docs/serials/D-subscription-ASCV.adoc @@ -19,7 +19,7 @@ image::media/ascv-sub.jpg[Creating a Subscription] . Add new subscriptions to a serials record that exists in the catalog. . Create a subscription . Click New Subscription. -. Select an owning library. The owning library indicates the organizational unit(s) whose staff can use this subscription. This menu is populated with the shortnames that you created for your libraries in the organizational units tree in Admin -> Server Administration -> Organizational Units. The rule of parental inheritance applies to this list. For example, if a system is made the owner of a subscription, then users, with appropriate permissions, at the branches within the system could also use this subscription. +. Select an owning library. The owning library indicates the organizational unit(s) whose staff can use this subscription. This menu is populated with the shortnames that you created for your libraries in the organizational units tree in Administration -> Server Administration -> Organizational Units. The rule of parental inheritance applies to this list. For example, if a system is made the owner of a subscription, then users, with appropriate permissions, at the branches within the system could also use this subscription. . Enter the date that the subscription begins in the start date. Recommended practice is that you select the date from the drop down calendar although you can manually enter a date. Owning library and start date are required fields in the new subscription pop up box. . Enter the date that the subscription ends in the end date. Recommended practice is to select a date from the drop down calendar, but you can manually enter a date, also. . Enter the difference between the nominal publishing date of an issue and the date that you expect to receive your copy in the Expected Date Offset. For example, if an issue is published the first day of each month, but you receive the copy two days prior to the publication date, then enter -2 days into this field. diff --git a/docs/serials/F-Receiving.adoc b/docs/serials/F-Receiving.adoc index ce1e8046ee..ccbbe127f6 100644 --- a/docs/serials/F-Receiving.adoc +++ b/docs/serials/F-Receiving.adoc @@ -84,10 +84,10 @@ image::media/scv-srec.jpg[Receiving] . If you want to barcode each copy, display it in the catalog, and make it holdable, then check the box adjacent to *Create Units for Received Items* in the lower right side of the screen. . This will allow you to utilize the copy templates and input additional information about the copy: . Barcode - You can scan printed barcodes into the barcode field for each copy, or you can allow the system to auto-generate barcodes. To auto-generate barcodes, check the box adjacent to *Auto-generate*, and enter the first barcode into the barcode field in the first row of the table. Then press the *Tab* key. The remaining barcode fields will automatically populate with the next barcodes in sequence, including check digits. - . Circ Modifiers - The circ modifiers drop down menu is populated with the circulation modifiers that you created in *Admin* -> *Server Administration* -> *Circulation Modifiers*. If you entered a circ modifier in the copy template that you created for this subscription, then it will appear by default in the distributions. + . Circ Modifiers - The circ modifiers drop down menu is populated with the circulation modifiers that you created in *Administration* -> *Server Administration* -> *Circulation Modifiers*. If you entered a circ modifier in the copy template that you created for this subscription, then it will appear by default in the distributions. . Call Number - Enter a call number. Any item with a barcode must also have a call number. . Note - Add a note. There are no limits on the number of characters that can be entered in this field. The note only displays in this screen. - . Copy Location - The copy location drop down menu is populated with the copy locations that you created in *Admin* -> *Local Administration* -> *Copy Location Editor*. If you entered a copy location in the copy template that you created for this subscription, then it will appear by default in the distributions. + . Copy Location - The copy location drop down menu is populated with the copy locations that you created in *Administration* -> *Local Administration* -> *Copy Location Editor*. If you entered a copy location in the copy template that you created for this subscription, then it will appear by default in the distributions. . Price - If you entered a price in the copy template that you created for this subscription, then it will appear by default in the distributions. You can also manually enter a price if you did not include one in the copy template. . Receive - The boxes in the Receive column are checked by default. Uncheck the box if you do not want to receive the item. Evergreen will retain the unreceived copies and will allow you to receive them at a later time. . When you are ready to receive the items, click *Receive Selected Items*. diff --git a/docs/serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc b/docs/serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc index 52bcf2d348..23f6c57faa 100644 --- a/docs/serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc +++ b/docs/serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc @@ -11,7 +11,7 @@ Administration Enable the following organizational unit settings to use this feature: -. Click *Admin* -> *Local Administration* -> *Library Settings Editor*. +. Click *Administration* -> *Local Administration* -> *Library Settings Editor*. . Search or scroll to find *Serials: Default display grouping for serials distributions presented in the OPAC*. . Click *Edit*. . Enter *enum* to display issues by enumeration, or enter *chron* to display issues in chronological order. This value will become your default setting for display issues in the OPAC. -- 2.43.2