From ca588febb141dc49d082c1a657694fc3915aa7b4 Mon Sep 17 00:00:00 2001 From: Remington Steed Date: Wed, 16 Oct 2013 16:13:50 -0400 Subject: [PATCH] Serials Docs: Improve format, fix typos, and update This commit makes several minor changes to the Serials doc files, mostly changes in formatting or corrections of bugs/typos. This list covers most of the changes: - Add row on 'receiving' to Serials interfaces comparison table - Improve formatting of actionable items (using bold and arrows), e.g. Click on *First Menu* -> *Next Menu* -> *Last Menu* - Standardize formatting of form field names (using italics) - Improve unclear wording - Correct an outdated description of copy template 'status' field (changed before 2.3) - Change heading level for a subsection Signed-off-by: Remington Steed --- docs/serials/A-intro.txt | 3 +- docs/serials/B-copy_template.txt | 48 ++++++++-------- docs/serials/C-subscription-SCV.txt | 78 +++++++++++++------------- docs/serials/D-subscription-ASCV.txt | 6 +- docs/serials/E-edit_subscriptions.txt | 4 +- docs/serials/F-Receiving.txt | 46 +++++++-------- docs/serials/H-holdings_statements.txt | 6 +- 7 files changed, 95 insertions(+), 96 deletions(-) diff --git a/docs/serials/A-intro.txt b/docs/serials/A-intro.txt index a9411d7711..8746e46211 100644 --- a/docs/serials/A-intro.txt +++ b/docs/serials/A-intro.txt @@ -28,9 +28,10 @@ The new combination view tries to provide the best of both views in one place. T |Adding Starting Issue |Includes holdings code wizard |Includes holdings code wizard |Includes holdings code wizard |Generate Predictions |Make predictions |Generate predictions |Make predictions |Add items for special issue |No functionality |New items on issuances tab |New items on issuances tab +|Receiving issues |Multiple modes in Items tab |Batch Receive |Both |==================================================================================================== MFHD Records ~~~~~~~~~~~~ -MARC Format for Holdings Display (MFHD) display in the PAC in addition to holding statements generated by Evergreen from subscriptions created in the Serials Control View or the Alternate Serials Control View. The MFHDs are editable as MARC but the holdings statements generated from the control view are system generated. Multiple MFHDs can be created and are tied to Organizational Units. +MARC Format for Holdings Display (MFHD) display in the OPAC in addition to holding statements generated by Evergreen from subscriptions created in the Serials Control View or the Alternate Serials Control View. The MFHDs are editable as MARC but the holdings statements generated from the control view are system generated. Multiple MFHDs can be created and are tied to Organizational Units. diff --git a/docs/serials/B-copy_template.txt b/docs/serials/B-copy_template.txt index 3d0682e601..6402379032 100644 --- a/docs/serials/B-copy_template.txt +++ b/docs/serials/B-copy_template.txt @@ -6,38 +6,36 @@ 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 *Admin* -> *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. -. Click the box adjacent to Circulate. If you want the item to circulate. -. Check the box adjacent to Holdable. if patrons can place holds on the item. -. Check the box adjacent to 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. -. Select a fine level for the item from the drop down menu. -. Select a copy Location from the 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 box. The menu is populated from the modifiers that you created in Admin . Server Administration . Circulation Modifiers. -. Check the box adjacent to Floating. if the item is part of a floating collection. -. Check the box adjacent to Deposit. if patrons must place a deposit on the copy before they can use it. -. Check the box adjacent to Reference. if the item is a reference item. -. If the item is in mint condition, then check the box adjacent to Mint Condition. -. Enter age protection rules in the Age Protect field. Age protection allows you to control the extent to which an item can circulate after it has been received. For example, you may want to protect new copies of a serial so that only patrons who check out the item at your branch can use it. -. Enter a message in the Alert Message field. This message will appear every time the item is checked out to a patron. -. Enter a code from the MARC fixed fields if you want to control the circulation based on the item type in the Circ as Type field. -. Enter a deposit amount if patrons must place a deposit on the copy before they can use it. -. Enter the price of the item. -. Enter the ID of the copy status in the Status field. A list of copy statuses and their IDs can be found in Admin . Server Administration . Copy Status. -. Click Save. -. Fine level and loan duration are required fields in the Copy Template Editor. +. 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*. +. 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*. +. Check _Floating?_ 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. +. Check _Mint Condition?_ if the item is in mint condition. +. Enter age protection rules in the _Age Protect_ field. Age protection allows you to control the extent to which an item can circulate after it has been received. For example, you may want to protect new copies of a serial so that only patrons who check out the item at your branch can use it. +. Enter a message in the _Alert Message_ field. This message will appear every time the item is checked out to a patron. +. 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*. +. Click *Save*. Edit a copy template ~~~~~~~~~~~~~~~~~~~~ You can make changes to an existing copy template. Changes that you make to a copy template will apply to any items that you receive after you edited the template. -. To edit a copy template, click your cursor in the row that you want to edit. The row will turn blue. -. Double-click. The copy template will appear, and you can edit the fields. -. After making changes, click Save. +. Double-click the row you want to edit. The copy template will appear, and you can edit the fields. +. After making changes, click *Save*. [NOTE] -From the copy template interface, you can delete copy templates that have never been used. +From the copy template interface, you can delete copy templates that have never been used. First check the box for the template you wish to delete, then click *Delete Selected*. diff --git a/docs/serials/C-subscription-SCV.txt b/docs/serials/C-subscription-SCV.txt index af1d32e3ea..c75dab2ee5 100644 --- a/docs/serials/C-subscription-SCV.txt +++ b/docs/serials/C-subscription-SCV.txt @@ -10,16 +10,16 @@ A subscription is designed to hold all information related to a single serial ti image::media/scv-combined-sub.png[Subscription] -. Click the Subscriptions tab. +. Click the *Subscriptions* tab. . In the tree on the left, select the branch that will own the subscription. -. Right-click or click Actions for Selected Row, and click Add Subscription. +. Right-click to show the *Actions* menu, or click *Actions for Selected Row*, and click *Add Subscription*. . Enter the date that the subscription begins in the Start Date field. . Enter the date that the subscription ends in the End Date field. This field is optional. . 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 field. 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. -. When finished, click Save. Or to exit the editor without saving, click Cancel. +. When finished, click *Save*. Or to exit the editor without saving, click *Cancel*. [NOTE] -You can add notes to the subscription by clicking View/Edit Notes. These notes can also be accessed from the Items tab by right-clicking on an item and choosing View Sub. Notes. Also, the Notes column in the Items tab displays the total notes of each kind (Item notes, then Distribution notes, then Subscription notes). +You can add notes to the subscription by clicking *View/Edit Notes*. These notes can also be accessed from the Items tab by right-clicking on an item and choosing *View Sub. Notes*. Also, the Notes column in the Items tab displays the total notes of each kind (Item notes, then Distribution notes, then Subscription notes). Create a Distribution ~~~~~~~~~~~~~~~~~~~~~ @@ -31,9 +31,9 @@ From the new combination Serial Control View image::media/scv-combined-dist.png[Distribution] -. Click the subscription from the list on the left -. In the panel on the right, click the Distributions tab -. Click the New Distribution button +. Choose a subscription from the list on the left +. In the panel on the right, click the *Distributions* tab +. Click the *New Distribution* button . Enter your desired label in the Label field. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field. . Select a Holding Library from the drop down menu. The holding library is the branch that will receive the copies. . Select a Display Grouping @@ -46,7 +46,7 @@ image::media/scv-combined-dist.png[Distribution] * Merge with record entry - Merges the two holdings summaries into a single statement . Enter a Unit label prefix. This information will display in Serial Control View when the items are received, but it does not print in the Spine Label printing interface. . Enter a Unit label suffix. This information will display in Serial Control View when the items are received, but it does not print in the Spine Label printing interface. -. Click the Save button to finish. +. Click the *Save* button to finish. [NOTE] Label, Holding Library, and Receive Unit Template are required fields when creating a distribution. @@ -59,7 +59,7 @@ From the original Serial Control View image::media/scv-distr.png[Distribution] -. Click the distributions link beneath the subscription from the tree on the left. Right click or click Actions for Selected Rows, and click Add distribution. +. Click *Distributions* beneath the subscription from the tree on the left. Right click to show the *Actions* menu, or click *Actions for Selected Rows*, and click *Add distribution*. . Apply a new label to the distribution. It may be useful to identify the branch to which you are distributing these issues in this field. This field is not publicly visible and only appears when an item is received. There are no limits on the number of characters that can be entered in this field. . Select a Summary method. This determines how the Holdings Summary will treat the Legacy Record Entry (i.e. MFHD record) in relation to the Serial Control holdings data. * Add to record entry - Displays the MFHD holdings summary first, followed by the summary generated from the Serial Control received issues @@ -74,11 +74,11 @@ image::media/scv-distr.png[Distribution] . The Bind Call Number field is empty until you bind the first item. When you receive the first item, you are prompted to enter a call number. That call number will populate this drop down menu. . Receive Unit Template - The template that should be applied to copies when they are received. Select a template from the drop down menu. . Bind Unit Template - The template that should be applied to copies when they are bound. Select a template from the drop down menu. -. When finished, click Create Distribution(s) in the bottom right corner of the screen. -. A confirmation message appears. Click OK. +. When finished, click *Create Distribution(s)* in the bottom right corner of the screen. +. A confirmation message appears. Click *OK*. [NOTE] -You can add notes to the distribution by clicking Distribution Notes. These notes can also be accessed from the Items tab by right-clicking on an item and choosing View Dist. Notes. Also, the Notes column in the Items tab displays the total notes of each kind (Item notes, then Distribution notes, then Subscription notes). +You can add notes to the distribution by clicking *Distribution Notes*. These notes can also be accessed from the Items tab by right-clicking on an item and choosing *View Dist. Notes*. Also, the Notes column in the Items tab displays the total notes of each kind (Item notes, then Distribution notes, then Subscription notes). Create Captions and Patterns ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ @@ -87,18 +87,18 @@ From the new combination Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ The Captions and Patterns wizard allows you to enter caption and pattern data as it is described by the 853, 854, and 855 MARC tags. These tags allow you to define how issues will be captioned, and how often the library receives issues of the serial. -. In the panel on the right, click the Captions and Patterns tab. -. Click Add New. +. In the panel on the right, click the *Captions and Patterns* tab. +. Click *Add New*. . In the Type drop down menu, select the MARC tag to which you would like to add data. -. In the Pattern Code text box, you can enter a JSON representation of the 85X tag by hand, or you can click the Wizard to enter the information in a user-friendly format. -. The Caption and Pattern is Active by default. You can deactivate it at any time by unchecking the box and clicking Save Changes. Only one active caption and pattern is allowed per type. -. Click Save Changes to finish. +. In the Pattern Code text box, you can enter a JSON representation of the 85X tag by hand, or you can click the *Wizard* to enter the information in a user-friendly format. +. The Caption and Pattern is Active by default. You can deactivate it at any time by unchecking the box and clicking *Save Changes*. Only one active caption and pattern is allowed per type. +. Click *Save Changes* to finish. . To delete a pattern, simply click the red X button. From the original Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -. Click the captions and patterns link beneath the subscription from the tree on the left. Right click or click Actions for Selected Rows, and click Add Caption/Pattern. -. Apply the type which can be for basic subscription, supplements, or indices +. Click *Captions and patterns* beneath the subscription from the tree on the left. Right click to the show the *Actions* menu, or click *Actions for Selected Rows*, and click *Add Caption/Pattern*. +. Apply a type, which can be for basic subscription, supplements, or indices . Apply active. Only one active caption and pattern is allowed per type . In the Pattern Code box, you can enter a JSON representation of the 85X tag by hand, or you can click the Pattern Code Wizard to enter the information in a user-friendly format. @@ -106,7 +106,7 @@ Use the Pattern Code Wizard ^^^^^^^^^^^^^^^^^^^^^^^^^^^ The Pattern Code Wizard enables you to create the caption of the item and add its publication information. The Wizard is composed of five pages of questions. You can use the Next and Previous navigation buttons in the top corners to flip between pages. -To add a pattern code, click Wizard. +To add a pattern code, click *Wizard*. Page 1: Enumerations ++++++++++++++++++++ @@ -115,7 +115,7 @@ image::media/cap-wiz-num.jpg[Enumeration] . To add an enumeration, check the box adjacent to Use enumerations.. The enumerations conform to $a-$h of the 853,854, and 855 MARC tags. . A field for the First level will appear. Enter the enumeration for the first level. A common first level enumeration is volume, or "v." -. Click Add Enumeration. +. Click *Add Enumeration*. . A field for the Second level will appear. Enter the enumeration for the second level. A common first level enumeration is number, or "no." . Enter the number of bibliographic units per next higher level. This conforms to $u in the 853, 854, and 855 MARC tags. . Choose the enumeration scheme from the drop down menu. This conforms to $v in the 853, 854, and 855 MARC tags. @@ -124,7 +124,7 @@ image::media/cap-wiz-num.jpg[Enumeration] You can add up to six levels of enumeration. + . Add Alternate Enumeration if desired. -. When you have completed the enumerations, click Next. +. When you have completed the enumerations, click *Next*. Page 2: Calendar @@ -136,8 +136,8 @@ image::media/cap-wiz-cal.jpg[Enumeration] . Identify the point in the year at which the highest level enumeration caption changes. . In the Type drop down menu, select the points during the year at which you want the calendar to restart. . In the Point drop down menu, select the specific time at which you would like to change the calendar -. To add another calendar change, click Add Calendar Change. There are no limits on the number of calendar changes that you can add. -. When you have finished the calendar changes, click Next. +. To add another calendar change, click *Add Calendar Change*. There are no limits on the number of calendar changes that you can add. +. When you have finished the calendar changes, click *Next*. Page 3: Chronology ++++++++++++++++++ @@ -146,8 +146,8 @@ image::media/cap-wiz-chron.jpg[Chronology] . To add chronological units to the captions, check the box adjacent to Use chronology captions. . Choose a chronology for the first level. If you want to display the terms such as "year" and "month" next to the chronology caption in the catalog, then check the box beneath Display in holding field. -. To include additional levels of chronology, click Add Chronology Caption. Each level that you add must be smaller than the previous level. -. After you have completed the chronology caption, click Next. +. To include additional levels of chronology, click *Add Chronology Caption*. Each level that you add must be smaller than the previous level. +. After you have completed the chronology caption, click *Next*. Page 4: Compress and Expand Captions ++++++++++++++++++++++++++++++++++++ @@ -157,7 +157,7 @@ image::media/cap-wiz-freq.jpg[Compress or Expand] . Select the appropriate option for compressing or expanding your captions in the catalog from the compressibility and expandability drop down menu. The entries in the drop down menu correspond to the indicator codes and the subfield $w in the 853 tag. Compressibility and expandability correspond to the first indicator in the 853 tag. . Choose the appropriate caption evaluation from the drop down menu. . Choose the frequency of your publication from the drop down menu. For irregular frequencies, you may wish to select use number of issues per year, and enter the total number of issues that you receive each year. However, in the . 0 release, recommended practice is that you use only regular frequencies. Planned development will create an additional step to aid in the creation of irregular frequencies. -. Click Next. +. Click *Next*. Page 5: Regularity Information ++++++++++++++++++++++++++++++ @@ -172,9 +172,9 @@ image::media/cap-wiz-chan.jpg[Changes] Page 5: Finish Captions and Patterns ++++++++++++++++++++++++++++++++++++ -. To complete the wizard, click Create Pattern Code. +. To complete the wizard, click *Create Pattern Code*. . Return to Subscription Details. -. Confirm that the box adjacent to Active is checked. Click Save Changes. The row is now highlighted gray instead of orange. +. Confirm that the box adjacent to Active is checked. Click *Save Changes*. The row is now highlighted gray instead of orange. Creating an Issuance ~~~~~~~~~~~~~~~~~~~~ @@ -185,34 +185,34 @@ From the new combination Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ image::media/scv-combined-iss.png[Issuance] -. In the panel on the right, click the Issuances tab. -. Click New Issuance. +. In the panel on the right, click the *Issuances* tab. +. Click *New Issuance*. . The Subscription, Creator, and Editor fields contain subscription and user IDs, respectively. These fields are disabled because Evergreen automatically fills in these fields. . Enter a name for this issuance in the Label field. There are no limits on the number of characters that can be entered in this field. You may want to enter the month and year of the publication in hand. . Enter the Date Published of the issuance. If you are creating one manual issue before automatically predicting more issues, then this date should be the date of the most current issue before the prediction starts. . Select a Caption/Pattern from the drop down menu. The numbers in the drop down menu correspond to the IDs of the caption/patterns that you created. . The Holding Type appears by default and corresponds to the Type that you selected when you created the Caption/Pattern. -. In the holding code area of the New Issuance dialog, click Wizard. The Wizard enables you to add holdings information. +. In the holding code area of the New Issuance dialog, click *Wizard*. The Wizard enables you to add holdings information. . Enter the volume of the item in hand in the v. field. . Enter the number of the item in hand in the no. field. . Enter the year of publication in the Year field. . Enter the month of publication in the Month field if applicable. You must enter the calendar number of the month rather than the name of the month. For example, enter 12 if the item in hand was published in December. . Enter the day of publication in the day field if applicable. -. Click Compile to generate the holdings code. -. Click Save to finish. +. Click *Compile* to generate the holdings code. +. Click *Save* to finish. From the original Serial Control View ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ image::media/scv-iss.png[Issuance] -. Click the Issuances link beneath the subscription from the tree on the left. Right click or click Actions for Selected Rows, and click Add Issuance. +. Click *Issuances* beneath the subscription from the tree on the left. Right click to show the *Actions* menu, or click *Actions for Selected Rows*, and click *Add Issuance*. . As of Evergreen 2.2, the Issuance editor is the same as mentioned above in the new combination view. Generate Prediction ~~~~~~~~~~~~~~~~~~~ . Select the Subscription in the tree on the left. -. Right-click or click Actions for Selected Row -> Make predictions. -. A pop up box will ask you how many items you want to predict. Enter the number, and click OK. -. A confirmation message will appear. Click OK. -. To view the predicted issues, click the Subscription link from the tree on the left, then click the Issuances tab in the panel on the right. +. Right-click to show the *Actions* menu, or click *Actions for Selected Row*, then click *Make predictions*. +. A pop up box will ask you how many items you want to predict. Enter the number, and click *OK*. +. A confirmation message will appear. Click *OK*. +. To view the predicted issues, select a Subscription from the tree on the left, then click the *Issuances* tab in the panel on the right. diff --git a/docs/serials/D-subscription-ASCV.txt b/docs/serials/D-subscription-ASCV.txt index 5cd2f5da16..37f968e60e 100644 --- a/docs/serials/D-subscription-ASCV.txt +++ b/docs/serials/D-subscription-ASCV.txt @@ -1,7 +1,7 @@ Alternate Serial Control View ----------------------------- -Using the Alternate Serial Control View, you can create a subscription, a distribution, a stream, and a caption and pattern, and you can generate predictions and receive issues. To access Alternate Serial Control View, open a serials record, and click Actions for this Record >> Alternate Serial Control. This opens the Subscriptions interface +Using the Alternate Serial Control View, you can create a subscription, a distribution, a stream, and a caption and pattern, and you can generate predictions and receive issues. To access Alternate Serial Control View, open a serials record, and click *Actions for this Record* -> *Alternate Serial Control*. This opens the Subscriptions interface . Create a subscription . Create a distribution @@ -181,8 +181,8 @@ Generate Item Predictions After you manually create the first issue, Evergreen will predict future issuances. Use the Generate Predictions functionality to predict future issues. -. Click Subscription Details -> Issuances -> Generate Predictions. -. Choose the length of time for which you want to predict issues. If you select the radio button to predict until end of subscription, then Evergreen will predict issues until the end date that you created when you created the subscription. See simplesect . 1 for more information. If you do not have an end date, select the radio button to predict a certain number of issuances, and enter a number in the field. +. Click *Subscription Details* -> *Issuances* -> *Generate Predictions*. +. Choose the length of time for which you want to predict issues. If you select the radio button to predict until end of subscription, then Evergreen will predict issues until the end date that you created when you created the subscription. See link:_alternate_serial_control_view.html#_creating_a_subscription[] for more information. If you do not have an end date, select the radio button to predict a certain number of issuances, and enter a number in the field. . Click Generate. . Evergreen will predict a run of issuances and copies. The prediction will appear in a list. . You can delete the first, manual issuance by clicking the check box adjacent to the issuance and clicking Delete Selected. diff --git a/docs/serials/E-edit_subscriptions.txt b/docs/serials/E-edit_subscriptions.txt index 775f089d34..0c8d5fdec0 100644 --- a/docs/serials/E-edit_subscriptions.txt +++ b/docs/serials/E-edit_subscriptions.txt @@ -5,7 +5,7 @@ Subscriptions can be edited to change the caption and pattern and other informat Serials Control View ~~~~~~~~~~~~~~~~~~~~ -. To access Serial Control View, open a serials record, and click Actions for this Record >> Serial Control. This opens the Subscriptions interface +. To access Serial Control View, open a serials record, and click *Actions for this Record* -> *Serial Control*. This opens the Subscriptions interface . Click the subscriptions tab . Click on the appropriate link to edit @@ -13,7 +13,7 @@ Serials Control View Alternate Serials Control View ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -. To access Alternate Serial Control View, open a serials record, and click Actions for this Record >> Alternate Serial Control. This opens the Subscriptions interface +. To access Alternate Serial Control View, open a serials record, and click *Actions for this Record* -> *Alternate Serial Control*. This opens the Subscriptions interface . Click the hyperlinked ID number to edit the subscription. . Click on the appropriate tab to edit the information diff --git a/docs/serials/F-Receiving.txt b/docs/serials/F-Receiving.txt index 620af2fd3c..5b54059f32 100644 --- a/docs/serials/F-Receiving.txt +++ b/docs/serials/F-Receiving.txt @@ -1,46 +1,46 @@ Receiving --------- -You can receive either through the Serials Control View or in Batch Receive with the simple or advanced interface +You can receive either through the Serials Control View or in Batch Receive with the simple or advanced interface. Serials Control View Receiving ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ image::media/scv-rec.png[Receiving] -. To receive items, click the Receive radio button. In the top pane, the items that have yet to be received are displayed. In the bottom pane, recently received items are displayed with the most recent at the top. +. To receive items, click the *Receive* radio button. In the top pane, the items that have yet to be received are displayed. In the bottom pane, recently received items are displayed with the most recent at the top. . Select the branch that will receive the items from the drop down box. . Select the item that you want to receive. -. Select the current working unit. Click Set Current Unit, located in the lower right corner of the screen. A drop down menu will appear. - * If you want to barcode each item individually, select Auto per item. This setting is recommended for most receiving processes. - * If you want each item within a unit to share the same barcode, then select New Unit. This setting is advised for most binding processes. - * If you want the item to be received or bound into an existing item, select Recent and select the desired item from the menu. To make a change in bound items, receive or bind the items into an already existing unit. -. Click Receive/Move Selected. +. Select the current working unit. Click *Set Current Unit*, located in the lower right corner of the screen. A drop down menu will appear. + * If you want to barcode each item individually, select *Auto per item*. This setting is recommended for most receiving processes. + * If you want each item within a unit to share the same barcode, then select *New Unit*. This setting is advised for most binding processes. + * If you want the item to be received or bound into an existing item, select *Recent* and select the desired item from the menu. To make a change in bound items, receive or bind the items into an already existing unit. +. Click *Receive/Move Selected*. . Enter a barcode and call number if prompted to do so. -. A message confirming receipt of the item appears. Click OK. +. A message confirming receipt of the item appears. Click *OK*. . The screen refreshes. Now the item has moved from the top pane to the bottom pane. (If you have checked "Show all", the item also remains in the top pane, with a received date added to it.) In the bottom pane, the item that you have just received is now at the top of the list of the received items. After receiving items, you can view the updated holdings in the OPAC. Set Special Statuses -~~~~~~~~~~~~~~~~~~~~ +^^^^^^^^^^^^^^^^^^^^ image::media/scv-status.png[Set Item Status] The Serial Control interface prevents direct editing of serial item statuses for data integrity reasons. As an alternative to direct control, the interface -now offers new menu options for setting items to 'claimed', 'not held', and +offers menu options for setting items to 'claimed', 'not held', and 'not published'. Note that these statuses are still currently useful for reporting and display purposes only. The 'claimed' status changes the display but does not yet connect with the Acquisitions module in any way. Also note that, once you set an item to 'not held' or 'not published', that item will -be hidden from the list unless you check the "Show All" checkbox. +be hidden from the list unless you check the *Show All* checkbox. Batch Receiving ~~~~~~~~~~~~~~~ You can batch receive items through a simple or an advanced interface. The simple interface does not allow you to add barcodes or use the copy template. These items are also not visible in the OPAC. The advanced interface enables you to use the copy templates that you created, add barcodes, and make items OPAC visible and holdable. -You can access both Batch Receive interfaces from two locations in the ILS. From the Subscription Details screen, you can click Batch Item Receive. You can also access these interfaces by opening the catalog record for the serial, and clicking Actions for this Record . Serials Batch Receive. +You can access both Batch Receive interfaces from two locations in the ILS. From the Subscription Details screen, you can click *Batch Item Receive*. You can also access these interfaces by opening the catalog record for the serial, and clicking *Actions for this Record* -> *Serials Batch Receive*. Simple Batch Receiving ^^^^^^^^^^^^^^^^^^^^^^ @@ -49,12 +49,12 @@ Follow these steps to receive items in batch in a simple interface. image::media/scv-srec.jpg[Receiving] . The Batch Receive interface displays issues that have not yet been received. The earliest expected issue appears at the top of the list. -. In the right lower corner, you see a check box to Create Units for Received Items. If you do not check this box, then you will receive items in simple mode. -. Click Next. +. In the right lower corner, you see a check box to *Create Units for Received Items*. If you do not check this box, then you will receive items in simple mode. +. Click *Next*. . In simple mode, the distributions that you created are displayed. They are marked received by default. If you hover over the branch name, you can view the name of the distribution and its stream. -. You can receive and add a note to each item individually, or you can perform these actions on all of the distributions and streams at once. To do so, look above the line, and enter the note that you want to apply to all copies and confirm that the box to Receive. is checked. -. Click Apply. The note should appear in the note field in each distribution. -. Then click Receive Selected Items. +. You can receive and add a note to each item individually, or you can perform these actions on all of the distributions and streams at once. To do so, look above the line, and enter the note that you want to apply to all copies and confirm that the box to *Receive* is checked. +. Click *Apply*. The note should appear in the note field in each distribution. +. Then click *Receive Selected Items*. . The received items are cleared from the screen. Advanced Batch Receiving @@ -64,15 +64,15 @@ Follow these steps to receive items in batch in a simple interface. image::media/scv-srec.jpg[Receiving] . The Batch Receive interface displays issues that have not yet been received. The earliest expected issue appears at the top of the list. -. 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. +. 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. +. 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. . 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 *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. . 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. + . 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*. . The items that have been received are cleared from the Batch Receive interface. The remaining disabled item is an unreceived item. . If the items that you received have a barcode, a copy template that was set to OPAC Visible, and are assigned a shelving location that is OPAC Visible, then you can view the received items in the catalog. Notice that the Holdings Summary has been updated to reflect the most recent addition to the holdings. diff --git a/docs/serials/H-holdings_statements.txt b/docs/serials/H-holdings_statements.txt index 5b41fa326d..dd0a92c84e 100644 --- a/docs/serials/H-holdings_statements.txt +++ b/docs/serials/H-holdings_statements.txt @@ -12,7 +12,7 @@ Evergreen users can create, edit and delete their own MFHD. Create an MFHD record ^^^^^^^^^^^^^^^^^^^^^ -. Open a serial record, and in the bottom right corner above the copy information, click Add MFHD Record. You can also add the MFHD statement by clicking Actions for this Record .MFHD Holdings .Add MFHD Record. +. Open a serial record, and in the bottom right corner above the copy information, click Add MFHD Record. You can also add the MFHD statement by clicking *Actions for this Record* -> *MFHD Holdings* -> *Add MFHD Record*. . A message will confirm that you have created the MFHD Record. Click OK. . Click Reload in the top left corner of the record. . The Holdings Summary will appear. Click Edit Holdings in the right corner. @@ -24,12 +24,12 @@ Create an MFHD record Edit a MFHD record ^^^^^^^^^^^^^^^^^^ -. Open a serial record, and in the Actions for this Record, click MFHD Record>>Edit MFHD Record and select the appropriate MFHD. +. Open a serial record, click *Actions for this Record* -> *MFHD Record* -> *Edit MFHD Record* and select the appropriate MFHD. . Edit the MFHD . Click Save MFHD Delete a MFHD Record ^^^^^^^^^^^^^^^^^^^^ -. Open a serial record, and in the Actions for this Record, click MFHD Record>>Delete MFHD Record and select the appropriate MFHD. +. Open a serial record, click *Actions for this Record* -> *MFHD Record* -> *Delete MFHD Record* and select the appropriate MFHD. . Click to confirm the deletion of the MFHD -- 2.43.2