From d2178485d8c4978fb42795c91ee64b3db0bb7ef8 Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Sun, 8 Aug 2010 10:35:43 -0400 Subject: [PATCH] Add staffclient.xml (From SIKTA) and many media files (from SITKA). --- 1.6/stafftasks/staffclient.xml | 634 +++++++++++++++++++++++++++++++++ 1 file changed, 634 insertions(+) create mode 100644 1.6/stafftasks/staffclient.xml diff --git a/1.6/stafftasks/staffclient.xml b/1.6/stafftasks/staffclient.xml new file mode 100644 index 0000000000..5b007cfcf0 --- /dev/null +++ b/1.6/stafftasks/staffclient.xml @@ -0,0 +1,634 @@ + + + + + Using the Staff Client + + + +
+ + Logging in to Evergreen + + + To log in you must first install the Evergreen Staff Client, available for download from + the Evergreen site at http://downloads.open-ils.org/. + + Each staff member can have their own username and password, or generic logins can be + used. + + + + + + screenshot of staff client login + + + + + + + + + + + + + + + + Enter Username and Password + for your staff account, then click Login. Under normal circumstances + this is all that is required to login. + + + + + + + + If the staff client can connect to Evergreen both + Status and Version display a green + 200:OK message. If not, ensure the hostname is + correctly entered and click Re-Test + Server. If the error message persists make sure your are connected to the + internet. + + + + + + + + + Locale sets the language preferences for the staff client. + + + + + + + + Workstation identifies your physical computer location. Workstation registration is done by a Local System + Administrator when staff clients are first installed. + + + + + + + If your connection to Evergreen is lost during open hours, click + Standalone Interface to continue with check out and patron + registration functions until the connection is restored. + + + + + + + + Debug Options are for advanced troubleshooting and can be ignored in + normal use. + + + + + + + Click Clear Cache to remove the staff client's + locally cached files. This may be required to see recent changes to administrative settings. + + + + +
+
+ + Navigation + + + + + Tabs + + Evergreen uses tabs to display functions. Tabs allow all + software functionality to be open in one window. You can have up to 9 tabs open at once + and you can have more than one tab of a single function open at the same time. You + simply move through the tabs to perform your work. + + + Keyboard shortcuts for working with tabs: + + + Ctrl + T + new tab + + + + Ctrl + W +   close tab + + + + Ctrl + Shift + W +   close all tabs + + + + Ctrl + Tab +   tabs forward through open tabs + + + + Ctrl + Shift + Tab +   tabs backward through open tabs + + + + + + + + + + + + In the example below, the MARC Template tab is active. Click + on any open tab to bring that screen to the front. You can also use + Ctrl + Tab + to move to the required tab + + + staff client tabs + + + + + + + + + Now the Check Out tab is the active screen. + + staff client tabs + + + + + + + + Once you are in the selected tab, you can use the drop down menus or keyboard + shortcuts to perform required functions. Menu functions and corresponding keyboard + shortcuts will be demonstrated throughout this manual. + + + + + Keyboard Shortcuts + + + Most menu items have keyboard shorcuts that can greatly increase efficiency. Below is + a selected list of commonly used shortcut keys: + + + + + + + + + + + + + + Key + Function + + + + + + + + + F1 + + Checkout, or retrieve patron record by barcode + + + + F2 + + Checkin + + + + + F3 + + Catalogue search + + + + + F4 + + Patron search + + + + + F5 + + Retrieve copy by barcode + + + + + F6 + + Record in house use + + + + + F8 + + Retreive last patron + + + + + F9 + + Re-print the last receipt + + + + + + Shift + F1 + + + Register new patron + + + + + + Shift + F2 + + + Capture holds + + + + + + Shift + F3 + + + Retrieve record by TCN + + + + + + Shift + F8 + + + Retreive last patron + + + + + + Ctrl + T + + + Open new tab + + + + + + Ctrl + W + + + Close current tab + + + + + + Ctrl + Tab + + + Move forward through tabs + + + + + + Ctrl + Shift + Tab + + + Move back through tabs + + + + + Ctrl + C + + + Copy + + + + + + Ctrl + V + + + Paste + + + + + + + + + + + + + Copy/Paste + + + There are several methods of copying and pasting text in Evergreen, depending on + where you are in the staff client and the type of information you are copying + + + + + + + Underlined blue text + Clicking on any of the blue links in the + Evergreen client copies the data to the + computer clipboard (left and right click work the same way for these links). + To paste into another location, use + Ctrl + V + . + + + + + copy/paste methods + + + + + + + copy/paste methods + + + + + + + + + + + + Text displayed in tables + To copy information from a staff client table, first select the desired + row then right-click and choose Copy to + Clipboard; alternatively select + Actions for Selected Items + Copy to Clipboard + . + + + + + copy/paste methods + + + + + + + + + + copy/paste methods + + + + + + + + Next click the desired information in the popup to copy it to the + clipboard + + + copy/paste methods + + + + + + + + + + + + + Text from catalogue search results + There is no right-click menu for copying data from staff client search + results. To copy the ISBN in the example below, highlight it and click + Ctrl + C + . To paste into another location use + Ctrl + V + . + + + copy/paste methods + + + + + + + + + + + + + + + + + + +
+ +
+ + Customizing the Staff Client + + + + + Column Picker + + + From many screens and lists, you can click on the column + picker icon to change which columns are displayed. + + + screenshot of staff client column picker + + + + + + + + + When data is displayed in columns, you can click and drag them, add new ones, or + remove them. You can also sort data in a column by clicking on the column header. After + customizing the display you may save your changes for future sessions under that login + by right-clicking anywhere in the display area and choosing Save + Columns from the drop-down menu. Some libraries use generic accounts + and for those who do, staff need to be aware of the implications to other staff members + of any changes made to the display. + + + + + Button Bar + + + + + There is an optional toolbar with buttons providing quick access to common staff + client functions. When activated the toolbar appears below the menus. + + + staff client button bar + + + + + + + + + + To turn the buttons on or off select + Admin (-) + Toggle Button Bar + . The buttons can be activated by default for a particular library (see + Library Settings for + details). + + + + staff client button bar + + + + + + + + + + + + + + Check-boxes + + + + Most staff client check-boxes are "sticky" -- if you select or deselect them, that + status persists. For example, Auto-print, which will print the + relevant receipts automatically in certain functions, is sticky. If you select it on + one login, it will persist for future logins until you uncheck the box. + + + + staff client tabs + + + + + + + + + Fast Item Add is another "sticky" check box that makes it + possible to add volume and item records from the MARC editor (see here for details). + + + + staff client tabs + + + + + + + + + + + Font and Sound + You may change the size of displayed text or turn staff client sounds on and off. + These settings are specific to each physical workstation, not the login account. See + for details. + + +
+ + + + + -- 2.43.2