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- <h1>Acquisitions Help</h1><h2>What is Acquisitions? </h2>
-
-<p>The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p><p>You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the <strong>"Add MARC" </strong>feature in <strong>Cataloging </strong>to add new bibliographic and item records.</p>
-
-<h2>How to place an order? </h2>
-
-<p>To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.</p>
-
-<h2>How to receive an order?</h2>
-
-<p>There are two ways to receive an order:</p><ol><li><strong>By Supplier (Supplier Search) - </strong>search for the vendor and view all order associated with the item. </li><li><strong>By Order (Orders Search) -</strong> enter the title of the ordered Item in the orders search and locate the item.</li></ol><h2>What needs to be setup to use Acquisitions?</h2>
-
-<p>To make the most of acquisitions the following needs to be setup under <strong>System Administration</strong></p>
-<ul>
- <li><strong>Budgets and Funds</strong> - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date. </li>
- <li><strong>Exchange Rates (optional)- </strong>If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency. Remember that your local currency should be set to 1.00<br /><strong>NOTE: Exchanges Rates need to be updated manually. <br /></strong></li>
- <li><strong>Vendor(s) - </strong>These are the entities where items are purchased, or donated from. Orders are placed with Vendors.</li>
-</ul>
-<h2>How do you handle donated items? </h2>In Koha, doners are simply vendors who do not charge anything for items. You can either setup a catchall vendor account for all donations, or setup a new vendor account for each doner. When items are "ordered" from a vendor, simply enter 0 in the purchase price. If you wish to, you can record the actual value of the item in the "Replacement Cost" field.
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+ <h1>Acquisitions Help</h1><h2>What is Acquisitions? </h2> <p>The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p><p>You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the <strong>"Add MARC" </strong>feature in <strong>Cataloging </strong>to add new bibliographic and item records.</p> <h2>How to place an order? </h2> <p>To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.</p><h2>What needs to be setup to use Acquisitions?</h2> <p>To make the most of acquisitions the following needs to be setup under <strong>System Administration</strong></p> <ul> <li><strong>Budgets and Funds</strong> - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date. </li> <li><strong>Exchange Rates (optional)- </strong>If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency. Remember that your local currency should be set to 1.00<br /><strong>NOTE: Exchanges Rates need to be updated manually. <br /></strong></li> <li><strong>Vendor(s) - </strong>These are the entities where items are purchased, or donated from. Orders are placed with Vendors.</li> </ul>
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-<h1>Fund Administration</h1>
-
-<p>The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.</p>
-
-<p>Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.</p>
-
-<p>"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.</p>
-
-<p>Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.</p>
-
-<p>Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.) NOTE: Your dates will not saved correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)</p>
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+<h1>Fund Administration</h1> <p>The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.</p> <p>Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.</p> <p>"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.</p> <p>Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.</p> <p>Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.) </p><p>NOTE: Your dates will not save correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)</p>
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-<h1>System preferences administration</h1>
-<p>This page allows you to set the system preferences that control much of the basic behavior of Koha. These parameters should be set before any other parameters.</p>
-<ul>
-<li><b>acquisitions --</b> The choices are either "normal" or "simple." "Normal" sets the system to track orders and update budgeting and vendor information as you add materials to your collection. "Simple" tells Koha that you are going to add materials to the collection without tracking orders.</li>
-
-<li><b>authoritysep --</b> The separator used in authority/thesaurus. Usually " -- ". Deprecated and useless in Koha 2.2</li>
-
-<li><b>autoBarcode --</b> The barcode number to be assigned to items is automatically assigned (sequentially) by Koha if this is set to "yes" ("1" = "yes").</li>
-
-<li><b>autoMemberNum --</b> The membership number (patron card number) to be assigned to new library users is automatically assigned by Koha if this is set to "yes" ("1" = "yes").</li>
-
-<li><b>checkdigit --</b> Validity checks on membership number (patron card number): none or "Katipo" style checks. In most cases, you will choose "none" because you will be using pre-printed barcodes.</li>
-
-<li><b>dateformat --</b> Choose "metric," "us," or "iso" date format (us = mm/dd/yyyy, metric = dd/mm/yyy, ISO = yyyy/mm/dd). This controls how dates are displayed, not how they are stored in the database.</li>
-
-<li><b>gist --</b> "gist" is "GST" (Good and Sales Tax) rate. If your local tax laws require you to pay taxes on purchases from your suppliers, enter the tax rate here. Set to "0" if you are not required to pay tax.</li>
-
-<li><b>insecure --</b> The best choice is "no." If you choose "yes," users do not have to login and all information is open to anyone. Be careful if you set this to "yes!"</li>
-
-<li>
- <p><b>ISBD --</b> Koha can display records in International Standard Bibliographic Description format. The syntax of this format is quite complex.</p>
- <p>It's divided into blocks, that can contain text before, X fields, each having -or not- a string before, a string after, and text after :</p>
- <code>#995|<br>Items :|{\n995b}{ - 995j}{/995k}|</code>
- <p>means the "block" 995 has <br>Items : BEFORE, then fields 995b, 995j and 995k, repeated for each item (995 is an UNIMARC standard), then nothing after the block.</p>
- <p> The # means "beginning of a block", the | is the separator of each part, the {} being used for each subfield. A subfield can have up to 3 digits BEFORE and up to 3 digits AFTER each subfield</p>
- <p>The UNIMARC (partial) definition for ISBD is </p>
- <code>
- #700|<label>Titre/auteur</label>|{700a}{701a}{702a}| ;
- #200||{200a}{ [200b] }{. 200c}{ : 200e}{. 200h}{. 200i}{ / 200f}{ ; 200g}|
- #230||{ ; 230a}|
- #205||{ ; 205a}{ , 205b}{ = 205d}{ / 205f}{ ; 205g}|
- #210|<br/><label>Editeur</label>|{ ; 210a}{ (210b) }{ : 210c}{, 210d}|
- #210|(|{210e}{(210f)}{ : 210g}{, 210h}|)
- #215|<br/><label> </label>|{ ; 215a}{ : 215c}{ ; 215d}{ + 215e}|
- #225|<br/><label>Description</label>|{ (225a}{ = 225d}{ : 225e}{. 225h}{. 225i}{ / 225f}{, I225x}{ ; 225v}|)
- #606|<br/><label>Sujets</label>|{ 606a - }|<br/><br/>
- #995|<br>Exemplaires :|{\n995b}{ - 995j}{/995k}|
- </code>
-</li>
-
-<li><b>KohaAdminEmailAddress --</b> The email address that will receive requests from patrons for modification of their records.</li>
-
-<li><b>ldapserver and ldapinfos --</b> Koha 2.0 can use Perl LDAP (Lightweight Directory Access Protocol, see http://search.cpan.org/~gbarr/perl-ldap-0.3202/lib/Net/LDAP.pod) to manage user access and privileges. To avoid a useless Perl package for libraries without ldap, all what is related to LDAP has been moved to KohaInstall/modules/C4/Auth_with_ldap.pm. Ask your system administrator to set up LDAP with Auth_with_ldap.pm (perldoc Auth_with_ldap.pm for help). Those 2 parameters are useless in 2.2 and have should not appear on a new install.</li>
-
-<li><b>LibraryName --</b> The library name or message that will be shown on the main OPAC page. You may use HTML tags to format the name. Example: Welcome to <i>Koha<br />Free Software ILS</i></li>
-
-<li><b>marc --</b> Turn on MARC support. Set to "no" if you do not intend to use MARC records.</li>
-
-<li><b>marcflavour --</b> Your MARC flavor (MARC21 or UNIMARC). This choice tells Koha how to interpret your MARC records.</li>
-
-<li><b>maxoutstanding --</b> The maximum amount of outstanding charges a patron may have before he/she is barred from making reserve requests. The number represents units of your local currency (e.g. "5" means $5.00, if the dollar is your local currency.)</li>
-
-<li><b>maxreserves --</b> The maximum number of holds a patron can place.</li>
-
-<li><b>noissuescharge --</b> The maximum amount of outstanding charges a patron may have before he/she is barred from checking out items. The number represents units of your local currency (e.g. "5" means $5.00, if the dollar is your local currency.)</li>
-
-<li><b>opaclanguages --</b> Set your language preference. (Despite the name, this choice controls the language used for all Koha screens, not just the OPAC). The top language in your list will be tried first.</li>
-
-<li><b>opacthemes --</b> Set the preferred order for themes. The top theme will be tried first.</li>
-
-<li><b>printcirculationslips --</b> if set to 1, circulation "slips" are printed on your receipt printer. If set to 0, no slips are printed.</li>
-
-<li><b>suggestion --</b> If set to 1, the Suggestions feature is activated in the OPAC. This feature allows OPAC users to suggest purchases. When a suggestion is made in the OPAC, it is assigned the status "ASKED." A librarian then manages the suggestion and can set the status to "REJECTED" or "ORDERED." When an itme is ordered and has arrived in the library, the status becomes "AVAILABLE." Suggestions that are not yet "AVAILABLE" are visible to all users of the OPAC.</li>
-
-<li><b>template --</b> Preference order for screen templates. Koha comes with several different options for templates that control the look and feel of your Koha screens, and you can also write your own templates.</li>
-
-<li><b>timeout --</b> Inactivity timeout period (in seconds). If a workstation is idle for longer than this period, the user will have to login again.</li>
-
-<li><b>virtualshelves --</b> Set virtual shelves management on or off ("1" or "0"). Users can set up and manage their own "virtual shelves" of favorite library items if this feature is turned on.</li></ul>
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+<h1>System preferences administration</h1> <p>This page allows you to set the system preferences that control much of the basic behavior of Koha. </p><p>Each of the tabs on the left holds several different preferences:</p><ul><li><strong>Admin: </strong>holds administrative preferences such as admin email address, sessions and timout.<br /></li><li><strong>Acquisitions:</strong> holds preferences related to acquisitions and serials such as handling patron suggestions and taxes.<br /></li><li><strong>Enhanced Content:</strong> holds preferences that will add content from outside sources to your OPAC and Staff Client. This is where you can turn on cover images, FRBR and tagging.<br /></li><li><strong>Authorities: </strong>holds preference related to handling authority records.<br /></li><li><strong>Cataloging:</strong> holds preferences that control the cataloging functions. This is where you choose your MARC flavor, set up Z39.50 and barcoding.<br /></li><li><strong>Circulation:</strong> holds preferences that control circulation functions such as holds and fines.<br /></li><li><strong>I18N/L10N:</strong> holds preferences related to internationalization and localization such as date formats and languages.<br /></li><li><strong>Logs</strong>: turn on/off logging functionality in your system.<br /></li><li><strong>OAI-PMH:</strong> this function is still experimental, so it's best to leave these preferences at their default.<br /></li><li><strong>OPAC: </strong>customize the OPAC and OPAC functions (aside from the Enhanced Content preferences).<br /></li><li><strong>Patrons: </strong>holds preferences that control how your system handles patron functions. Some preferences include the minimum password length and membership number settings.<br /></li><li><strong>Searching:</strong> holds preference related to advanced search functions such as removing stop words or allowing stemming. <br /></li><li><strong>Staff Client: </strong>customize the staff client by editing the stylesheet and navigation menu.<br /></li><li><strong>Local Use: </strong>this tab will usually be empty unless your library has a preference just for your library. </li></ul>
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-<h1>Member Information Screen</h1>
-<p>This screen shows the information associated with a given patron.</p>
-<p>On the top left is their address and card number.</p>
-<p>A patron's annual membership fee payment status also shows on this screen.</p>
-<p>Any fines a patron has will show up in the top middle of this screen.</p>
-<p>Any materials a patron has requested will show up on the top right of this screen.</p>
-<p>You can get information on what a patron has read in the past by clicking on the Circulation History button.</p>
-<p>Any items a patron currently has out will show up under "Items currently checked out".</p>
-<p>If you would like to edit a patron's information, click the modify button on the lower left.</p>
-<p>If you would like to PERMANENTLY delete a user, click the delete button on the lower left. A confirmation box will
-appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!</p>
-<p>The change password button allows a user to either set a new password or change their current password. This is useful to patrons that wish to place reserves online from home. You cannot see a password again once you change it, but you can reset a password.</p>
-<p>Modify user flags allows an administrator to set which clerks, librarians, patrons, technical support people or trustees have access to certain parts of the database. Right now, one can either have permission to access everything on the Intranet side, or just have access to the OPAC.</p>
-<p>If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 120 X 200. Keep this in mind when obtaining patron images as it will affect how the images appear on this page.</p>
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+<h1>Member Information Screen</h1> <p>This screen shows the information associated with a given patron.</p> <p>On the top left is their address and card number.</p> <p>A patron's annual membership fee payment status also shows on this screen.</p><p>At the bottom of the patron information page you will find quick access to items the patron has checked out, overdue and on hold. </p><p>You can get information on what a patron has read in the past by clicking on the Circulation History button.</p> <p>If you would like to edit a patron's information, click the 'Edit' button. You can also click one of the 'Edit' links below each section on the patron record. </p> <p>If you would like to PERMANENTLY delete a user, click 'Delete' under 'More'. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!</p> <p>If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 120 X 200. </p>
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- <h1>Reports</h1><h2>What Reports are there in Koha? </h2>
-
-<p>Koha comes with a number of predefined (or "canned") reports, along with two report builder engines. </p><p><strong>Pre-defined Reports</strong></p><p>There are number of predefined reports in Koha. Check the the Circulation module for Circulation specific reports.</p><p><strong>Statistics Wizards</strong></p><p>The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor. </p><p><strong>Guided Reports Wizard</strong></p><p>The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler. <strong>Note this feature is under active development. </strong></p>
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+ <h1>Reports</h1><h2>What Reports are there in Koha? </h2> <p>Koha comes with a number of predefined (or "canned") reports, along with two report builder engines. </p><p><strong>Pre-defined Reports</strong></p><p>There are number of predefined reports in Koha. Check the the Circulation module for additional Circulation specific reports.</p><p><strong>Statistics Wizards</strong></p><p>The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor. </p><p><strong>Guided Reports Wizard</strong></p><p>The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler. </p>
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-<h1>Serials Claims</h1><h2>What are Claims?</h2>
-
-<p>Claims are where an issue that was expected has not been received by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier. </p>
-
-<h2>How to lodge a Claim?</h2>
-
-<p>Make a selection from the drop down list. The "All Supplies" count gives you a count of the total number of current item claims across all suppliers. </p><p>There are two ways to lodge a claim with the supplier:</p><ol><li>Using a Letter defined in Notices. Note that you will need to set up the notice. </li><li>Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the supplier.</li></ol><h2>How to resolve a Claim?</h2>
-
-<p>The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status. </p>
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+<h1>Serials Claims</h1><h2>What are Claims?</h2> <p>Claims are where an issue that was expected has not been received by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier. </p> <h2>How to lodge a Claim?</h2> <p>Make a selection from the drop down list. The "All Suppliers" count gives you a count of the total number of current item claims across all suppliers. </p><p>There are two ways to lodge a claim with the supplier:</p><ol><li>Using a Letter defined in Notices. Note that you will need to set up the notice. </li><li>Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the supplier.</li></ol><h2>How to resolve a Claim?</h2> <p>The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status. </p>
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- <h1>Serials</h1><h2>Q: What does the serials module do?</h2>
-
-<p>The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything. </p>
-
-<h2>Q: What do I need before I can setup a subscription?</h2>
-
-<p>Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.</p>
-
-<h2><a id="qhow_to_search_for_a_subscription" name="qhow_to_search_for_a_subscription"></a>Q: How to search for a subscription?
-</h2>
-<p> A: Search by using the filter button (either title or ISSN). </p>
-
-<h2><a id="qhow_do_i_create_a_new_subscription" name="qhow_do_i_create_a_new_subscription"></a>Q: How do I create a new subscription?</h2>
- <p> A: Click the “Add subscription” button. </p>
-
-<h2><a id="qwhat_can_i_do_when_i_have_found_a_subscription" name="qwhat_can_i_do_when_i_have_found_a_subscription"></a>Q: What can I do when I have found a subscription?
-</h2>
- <p> A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface. </p>
-
-<h3><a id="tip._using_wildcards" name="tip._using_wildcards"></a>TIP. USING WILDCARDS.
-</h3>
-
- <p> If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York. </p>
-
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+ <h1>Serials</h1><h2>Q: What does the serials module do?</h2> <p>The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything. </p> <h2>Q: What do I need before I can setup a subscription?</h2> <p>Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.</p><h2><a id="qhow_do_i_create_a_new_subscription" name="qhow_do_i_create_a_new_subscription" title="qhow_do_i_create_a_new_subscription"></a>Q: How do I create a new subscription?</h2> <p> A: Click the “Add subscription” button. </p> <h2><a id="qwhat_can_i_do_when_i_have_found_a_subscription" name="qwhat_can_i_do_when_i_have_found_a_subscription" title="qwhat_can_i_do_when_i_have_found_a_subscription"></a>Q: What can I do when I have found a subscription? </h2> <p> A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface. </p> <h3><a id="tip._using_wildcards" name="tip._using_wildcards" title="tip._using_wildcards"></a>TIP. USING WILDCARDS. </h3> <p> If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York. </p>
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- <h1>Suggestions Management</h1><h2>What are Purchase Suggestions?</h2>
-
-<p>Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items. </p><p>To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").</p>
-
-<h2>How do I manage suggestions?</h2>
-
-<p>Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.</p>
-<p>Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order". </p>
-<p>Marking an item as "Rejected", will move the selected item to the rejected tab.</p>
-<p>When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are Authorised values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.</p>
-<p>The authorised values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorised value category and add your custom reasons.</p>
-<p>Once the status and reason have been selected, these will display for the suggestor in the OPAC.</p>
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+ <h1>Suggestions Management</h1><h2>What are Purchase Suggestions?</h2> <p>Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items. </p><p>To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").</p> <h2>How do I manage suggestions?</h2> <p>Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.</p> <p>Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order". </p> <p>Marking an item as "Rejected", will move the selected item to the rejected tab.</p> <p>When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are AuthoriZed values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.</p> <p>The authorized values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorized value category and add your custom reasons.</p> <p>Once the status and reason have been selected, these will display for the suggestor in the OPAC.</p>
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-<h2><a id="qwhat_are_virtual_shelves" name="qwhat_are_virtual_shelves" title="qwhat_are_virtual_shelves"></a>Q: What are "Lists"?
-</h2> <p> Lists are editable, permanent book lists. If the Systems Preference for Lists has been enabled, both staff and patrons may create Lists. An item included on a Virtual Shelf is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item. </p>
-<h4><a id="importantpatrons_must_be_logged_in_to_their_account_online_to_create_and_edit_shelves" name="importantpatrons_must_be_logged_in_to_their_account_online_to_create_and_edit_shelves" title="importantpatrons_must_be_logged_in_to_their_account_online_to_create_and_edit_shelves"></a>IMPORTANT: Patrons must be logged in to their account online to create and edit shelves.
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-<h4><a id="tipwhy_staff_might_use_virtual_shelves" name="tipwhy_staff_might_use_virtual_shelves" title="tipwhy_staff_might_use_virtual_shelves"></a>TIP: Why staff might use Lists
-</h4> <p> Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics). </p>
-<h4><a id="tipwhy_educators_might_use_virtual_shelves" name="tipwhy_educators_might_use_virtual_shelves" title="tipwhy_educators_might_use_virtual_shelves"></a>TIP: Why educators might use Lists
-</h4> <p> Lists can be used by professors to create a bibliography/ reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out. </p>
-<h2><a id="qwhat_types_of_virtual_shelves_are_there" name="qwhat_types_of_virtual_shelves_are_there" title="qwhat_types_of_virtual_shelves_are_there"></a>Q: What types of "Lists" are there?
-</h2> <p>Koha supports three types of Lists: </p> <ul><li> Public Shelves: Anyone may view a public shelf, but only the person who created it may edit it. </li><li> Private Shelves: Only the person who created the shelf may view and edit it. </li><li> Free Shelves: Can be added to and changed by any user (not available when a shelf is created in the Staff Intranet </li></ul>
-<h4><a id="tippatron_uses_for_virtual_shelves" name="tippatron_uses_for_virtual_shelves" title="tippatron_uses_for_virtual_shelves"></a>TIP: Patron uses for Lists
-</h4> <p>Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Shelves”. By creating “Private Shelves”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation. “Free Shelves” are a great way to create an evolving, community-based reader advisory. </p>
-<h2><a id="qhow_do_i_create_a_new_virtual_shelf_from_the_staff_intranet" name="qhow_do_i_create_a_new_virtual_shelf_from_the_staff_intranet" title="qhow_do_i_create_a_new_virtual_shelf_from_the_staff_intranet"></a>Q: How do I create a new "List" from the Staff Intranet?
-</h2> <p> To create a new List: </p> <ol><li> Click on “Lists” (You should see a list of shelves that have already been created) </li><li> Click on “Add or Remove Book Shelves” </li><li> Under “Add Shelf”, enter a name for your new shelf in the “Name” field. </li><li> Choose a “Category” (”Public” or “Private”) </li><li> Click on “Add New Shelf” </li></ol>
-<h2><a id="qhow_do_you_add_items_to_a_virtual_shelf_from_the_staff_intranet" name="qhow_do_you_add_items_to_a_virtual_shelf_from_the_staff_intranet" title="qhow_do_you_add_items_to_a_virtual_shelf_from_the_staff_intranet"></a>Q: How do you add items to a "List" from the Staff Intranet?
-</h2> <p> A: You can add items to a List in one of two ways: by barcode OR through a search in the online catalog. </p>
-<h3><a id="to_add_items_by_barcode" name="to_add_items_by_barcode" title="to_add_items_by_barcode"></a>To add items by barcode?
-</h3> <ol><li> Click on the List you wish to add items to. </li><li> In the “Barcode” field, scan or type the barcode and click “Save” </li></ol>
-<h3><a id="to_add_items_through_the_online_catalog" name="to_add_items_through_the_online_catalog" title="to_add_items_through_the_online_catalog"></a>To add items through the online catalog?
-</h3> <ol><li> Search for the item/s using the Quick or Advanced Search </li><li> Click on “Brief Display” in that item’s Details Screen </li><li> Click “Add to Shelf”. A pop-up window will open. </li><li> Choose an existing shelf in the pull-down menu (”Add to List”) OR Create a New Bookshelf at that time by entering a name for the shelf and choosing a “Category” (”Public” or “Private”) </li><li> Click “Add to List” </li></ol>
-<h4><a id="importantno_bulk_additions" name="importantno_bulk_additions" title="importantno_bulk_additions"></a>IMPORTANT: No Bulk Additions
-</h4> <p> At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode. </p>
-<h4><a id="tipstaff_accounts" name="tipstaff_accounts" title="tipstaff_accounts"></a>TIP: Staff Accounts
-</h4> <p> Staff may login to their own account and add/create Lists from within their account, though it is not necessary. </p>
-<h4><a id="tipeasy_to_remember" name="tipeasy_to_remember" title="tipeasy_to_remember"></a>TIP: Easy to remember
-</h4> <p>The “Brief Display” of an item in the Staff Intranet is the same display as the Details Screen of that item in the OPAC. This is an easy way to remember that you add to the List from this page. </p>
-<h2><a id="qhow_do_you_add_items_to_a_virtual_shelf_from_the_opac_the_publicly_accessible_catalog" name="qhow_do_you_add_items_to_a_virtual_shelf_from_the_opac_the_publicly_accessible_catalog" title="qhow_do_you_add_items_to_a_virtual_shelf_from_the_opac_the_publicly_accessible_catalog"></a>Q: How do you add items to a "List" from the OPAC (the publicly accessible catalog)?
-</h2> <ol><li> Log in to your account </li><li> Search for the item/s using the Quick or Advanced Search. </li><li> Click on “Brief Display” in that item’s Details Screen </li><li> Click “Add to My List”. A pop-up window will open. </li><li> Choose an existing shelf in the pull-down menu (”Add to List”) OR Create a New Bookshelf at that time by entering a name for the shelf and choosing a “Category” (”Public”,”Private” or “Free”) </li><li> Click “Add to My List” </li></ol>
-<h4><a id="importantno_bulk_additions1" name="importantno_bulk_additions1" title="importantno_bulk_additions1"></a>IMPORTANT: No Bulk Additions
-</h4> <p> At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode. </p>
-<h2><a id="qhow_do_you_delete_an_item_in_a_virtual_shelf" name="qhow_do_you_delete_an_item_in_a_virtual_shelf" title="qhow_do_you_delete_an_item_in_a_virtual_shelf"></a>Q: How do you delete an item in a List?
-</h2> <ol><li> Check the box next to the item/s you wish to delete. </li><li> Click “Remove Selected Items” </li></ol>
-<h2><a id="qhow_do_you_delete_a_virtual_shelf" name="qhow_do_you_delete_a_virtual_shelf" title="qhow_do_you_delete_a_virtual_shelf"></a>Q: How do you delete a List?
-</h2> <ol><li> Click on Shelf you wish to delete. </li><li> Click “Delete this Shelf” </li></ol> <p> OR </p> <ol><li> Click on “Add or Remove Book Shelves” </li><li> Under Delete Lists, Check the box next to the item/s you wish to delete. </li><li> Click “Remove Selected Items” </li></ol>
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+<h2><a id="qwhat_are_virtual_shelves" name="qwhat_are_virtual_shelves" title="qwhat_are_virtual_shelves"></a>Q: What are "Lists"? </h2> <p> Lists are editable, permanent book lists. If the 'virtualshelves' Systems Preference has been enabled, both staff and patrons may create Lists. An item included on a List is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item. </p> <h4><a id="importantpatrons_must_be_logged_in_to_their_account_online_to_create_and_edit_shelves" name="importantpatrons_must_be_logged_in_to_their_account_online_to_create_and_edit_shelves" title="importantpatrons_must_be_logged_in_to_their_account_online_to_create_and_edit_shelves"></a><strong>IMPORTANT: Patrons must be logged in to their account online to create and edit lists. </strong></h4> <h4><a id="tipwhy_staff_might_use_virtual_shelves" name="tipwhy_staff_might_use_virtual_shelves" title="tipwhy_staff_might_use_virtual_shelves"></a>TIP: Why staff might use Lists </h4> <p> Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics). </p> <h4><a id="tipwhy_educators_might_use_virtual_shelves" name="tipwhy_educators_might_use_virtual_shelves" title="tipwhy_educators_might_use_virtual_shelves"></a>TIP: Why educators might use Lists </h4> <p> Lists can be used by professors to create a bibliography/reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out. </p> <h2><a id="qwhat_types_of_virtual_shelves_are_there" name="qwhat_types_of_virtual_shelves_are_there" title="qwhat_types_of_virtual_shelves_are_there"></a>Q: What types of "Lists" are there? </h2> <p>Koha supports two types of Lists: </p> <ul><li> Public Lists: Anyone may view a public list, but only the person who created it may edit it. </li><li> Private Lists: Only the person who created the list may view and edit it. </li></ul> <h4><a id="tippatron_uses_for_virtual_shelves" name="tippatron_uses_for_virtual_shelves" title="tippatron_uses_for_virtual_shelves"></a>TIP: Patron uses for Lists </h4> <p>Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Lists”. By creating “Private Lists”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation. </p> <h2><a id="qhow_do_i_create_a_new_virtual_shelf_from_the_staff_intranet" name="qhow_do_i_create_a_new_virtual_shelf_from_the_staff_intranet" title="qhow_do_i_create_a_new_virtual_shelf_from_the_staff_intranet"></a>Q: How do I create a new "List" from the Staff Intranet? </h2> <p> To create a new List: </p> <ol><li> Click on “Lists” (You should see a list of shelves that have already been created) </li><li>Click 'New List'</li><li>Name your list</li><li> Choose a “Category” (”Public” or “Private”) </li><li> Click 'Save'</li></ol>
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projects / koha_fer / commitdiff