Docs: Revive/merge content into "Using the Staff Client"

This commit brings in three old sections and merges with any similar
content.

- Revive old section about sticky check box settings
- Merge old section about Font and Sound settings

  Adds a brief section about zooming in the OPAC, and otherwise only
  reformats some lines to make them git-friendly.

- Docs: Fix and copy Customize Toolbars section

  The old "Customizable Toolbar" docs section is already revived in the
  Evergreen Book "System Configuration and Customization" chapter. Since
  this feature seems to belong under "Using the Staff Client ->
  Workstation Administration", this commit duplicates it into that
  chapter. This also fixes a few asciidoc bugs in both places. And it
  fixes one bug in root.txt which caused "phonelist.txt" to be mentioned
  at the bottom of this section, but not actually included in the docs
  structure.

  In addition, the section "Button Bar/Toolbar" that was also under
  "Workstation Administration" has been moved up a level, since it
  pertains more to staff client users rather than admins. And the
  admin-specific content at the end of that section has been replaced
  with a link to the newly duplicated "Customizable Toolbar" section.

  The result of this reorganization should be:

  - Using the Staff Client
    - Button Bar/Toolbar (for staff client users)
    - Workstation Administration
      - Customizable Toolbar (for staff client admins)

Signed-off-by: Remington Steed <rjs7@calvin.edu>

diff --git a/docs/admin/customize_staff_client.txt b/docs/admin/customize_staff_client.txt
index 05e805c..3337c47 100644 (file)
--- a/docs/admin/customize_staff_client.txt
+++ b/docs/admin/customize_staff_client.txt
@@ -1,44 +1,44 @@
-Customizing the Staff Client
-----------------------------
-
 Customizable Toolbar
-~~~~~~~~~~~~~~~~~~~~
-
+--------------------
 
 By default, two toolbars are available in the staff client: circulation and
 cataloging. This feature enables you to customize toolbars in the staff client.
 You can create toolbars for specific org unit(s), workstation(s), or login(s).  
 
-
 Configure Toolbar 
-^^^^^^^^^^^^^^^^^
+~~~~~~~~~~~~~~~~~
 
 . Click *Admin* -> *Workstation Administration* -> *Toolbars* -> *Configure
 Toolbars*.  
+
 . Click *New Toolbar*.  
-. *Enter label for toolbar*.  
+
+. Enter label for toolbar.
 +
 image::media/Customizable_Toolbar1.jpg[Customizable_Toolbar1] 
 + 
 . Click *Ok*.  
-.Select one of the buttons in the *Available* panel.  The *Button ID* describes
+
+. Select one of the buttons in the *Available* panel.  The *Button ID* describes
 that action that the button will take, and the *Label* will display in the
 toolbar.  
-. Click the *--> A* button to add the selected function to the
+
+. Click the `--> (A)` button to add the selected function to the
 *Selected* panel on the bottom right side of the screen.  To remove a button,
-click the *<--R* button.  
+click the `<-- (R)` button.
 +
 image::media/Customizable_Toolbar2.jpg[Customizable_Toolbar2] 
 + 
 . Continue adding buttons if desired.  The buttons will display in the order that you add
 them.  If you want to reorder the buttons, click the *Up* or *Down* buttons. 
+
 . To separate buttons onto left and right sides of the screen on the same
-toolbar, select *toolbarspacer*, and click *--> A*.
+toolbar, select *toolbarspacer*, and click `--> (A)`.
 +
 image::media/Customizable_Toolbar3.jpg[Customizable_Toolbar3]
 +
 . To add a dividing line between buttons that appear on the same side of the
-screen, select *toolbarseparator*, and click *-->A*.
+screen, select *toolbarseparator*, and click `--> (A)`.
 +
 image::media/Customizable_Toolbar4.jpg[Customizable_Toolbar4]
 +
@@ -50,7 +50,8 @@ their parental units.
 If you click *Owning Workstation*, then the workstation to which you are logged
 in when you created the toolbar will display this toolbar.  
 If you select *Owning User*, then your login has access to that toolbar.
- . When you are finished creating the toolbar, click *Save Toolbar*.  Any
+
+. When you are finished creating the toolbar, click *Save Toolbar*.  Any
 toolbar to which you have access displays under *Admin -> Workstation
 Administration -> Toolbars -> Current*.
 

diff --git a/docs/admin/staff_client-button_bar_toolbar.txt b/docs/admin/staff_client-button_bar_toolbar.txt
new file mode 100644 (file)
index 0000000..b2bd1fd
--- /dev/null
+++ b/docs/admin/staff_client-button_bar_toolbar.txt
@@ -0,0 +1,36 @@
+Button Bar/Toolbar
+------------------
+
+indexterm:[staff client, button bar]
+indexterm:[staff client, toolbar]
+
+There is an optional toolbar with buttons providing quick access to commonly
+used staff client functions. When activated the toolbar appears below the
+menu bar.
+
+image::media/workstation-button_bar-1.png[button bar]
+
+The look of the buttons can be customized. Use _Mode_, _Label Position_ and
+_Icon Size_ on the _Toolbar_ menu shown on the screen below to select your
+preference.
+
+A group of buttons can be selected or activated by default for all
+workstations at a particular library (see
+xref:library_settings_editor[Library Settings] for details). A different
+default group can be set up on individual workstations by the following
+steps.
+
+. Go to *Admin -> Workstation Administration -> Toolbars -> Current*.
++
+image::media/workstation-button_bar-2.png[button bar 2]
++
+. Choose a group from the list.
+. Go back to the above menu. Select *Set Workstation Default to Current*.
+The above selected toolbar group is set as default for this workstation.
+
+To clear an existing setting click *Clear Workstation Default*.
+
+Circulation and Cataloguing are the default toolbar groups. Local system
+administrators can xref:_customizable_toolbar[create new groups] for
+individual accounts, workstations or all in a particular library.
+

diff --git a/docs/admin/staff_client-sticky_settings.txt b/docs/admin/staff_client-sticky_settings.txt
new file mode 100644 (file)
index 0000000..939cf52
--- /dev/null
+++ b/docs/admin/staff_client-sticky_settings.txt
@@ -0,0 +1,17 @@
+Check-boxes
+-----------
+
+indexterm:[Check-boxes, sticky settings]
+
+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.
+
+image::media/staff_client-3.png[staff_client-3]
+
+*Fast Item Add* is another ``sticky'' check box that makes it possible to
+add volume and item records from the MARC editor.
+
+image::media/staff_client-4.png[staff_client-4]

diff --git a/docs/admin/workstation_admin.txt b/docs/admin/workstation_admin.txt
index 4f9566a..215b512 100644 (file)
--- a/docs/admin/workstation_admin.txt
+++ b/docs/admin/workstation_admin.txt
@@ -20,25 +20,38 @@ on the workstation.
 Font and Sound Settings
 ~~~~~~~~~~~~~~~~~~~~~~~
 
-
-indexterm:[staff client, fonts]
+indexterm:[staff client, fonts, zooming]
 indexterm:[staff client, sounds]
 
-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. 
+In the Staff Client
+^^^^^^^^^^^^^^^^^^^
+
+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
 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 to Disk_.
-+ 
+. 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
+to Disk_.
++
 image::media/workstation_admin-1.jpg[disable sound]
 +
-. To change the size of the font, pick the desired option and click _Save to Disk_.
+. To change the size of the font, pick the desired option and click _Save
+to Disk_.
  
 image::media/workstation_admin-2.jpg[font size]
 
+In the OPAC
+^^^^^^^^^^^
+
+It is also possible to zoom in and zoom out when viewing the OPAC in the
+staff client, making the font appear larger or smaller. (This will not
+affect other screens.) Use *CTRL + +* (plus sign, to zoom in), *CTRL + -*
+(minus sign, to zoom out), and *CTRL + 0* (to restore default). The
+workstation will remember the setting.
+
 Select Hotkeys
 ~~~~~~~~~~~~~~
 
@@ -279,54 +292,64 @@ Transit Slip. Libraries can switch to using their own templates by setting up a
 library setting: Use legacy hardcoded receipts/slips. Details see <<library_settings_editor, Library Settings>>. 
 =================
 
-Button Bar/Toolbar
-~~~~~~~~~~~~~~~~~~
 
-indexterm:[staff client, button bar, customization]
-indexterm:[staff client, toolbar, customization]
+Customizable Toolbar
+~~~~~~~~~~~~~~~~~~~~
 
-There is an optional toolbar with buttons providing quick access to commonly
-used staff client functions. When activated the toolbar appears below the menu
-bar. 
+By default, two toolbars are available in the staff client: circulation and
+cataloging. This feature enables you to customize toolbars in the staff client.
+You can create toolbars for specific org unit(s), workstation(s), or login(s).
 
-image::media/workstation-button_bar-1.png[button bar]
+Configure Toolbar
+^^^^^^^^^^^^^^^^^
 
-The look of the buttons can be customized. Use _Mode_, _Label Position_ and _Icon
-Size_ on the _Toolbar_ menu shown on the screen below to select your preference. 
+. Click *Admin* -> *Workstation Administration* -> *Toolbars* -> *Configure
+Toolbars*.
 
-A group of buttons can be selected or activated by default for all workstations
-at a particular library (see <<library_settings_editor, Library Settings>> for details). A different default
-group can be set up on individual workstations by the following steps.
+. Click *New Toolbar*.
 
-. Go to *Admin -> Workstation Administration -> Toolbars -> Current*.
-+ 
-image::media/workstation-button_bar-2.png[button bar 2]
-+
-. Choose a group from the list. 
-. Go back to the above menu. Select *Set Workstation Default to Current*. The above
-selected toolbar group is set as default for this workstation.
-
-To clear an existing setting click *Clear Workstation Default*.
-
-Circulation and Cataloguing are the default toolbar groups. Local system
-administrators can create new groups for individual accounts, workstations or
-all in a particular library.
-
-. Go to *Admin -> Workstation Administration -> Toolbars -> Configure Toolbars. 
-. Click *New Toolbar*
-+
-image::media/workstation-button_bar-3.png[button bar 3]
-+
-. In the prompt window type in a name for the new group, and then click *OK*.
-. Choose the function buttons you want to add to the new group. Click *`-->(A)`* to
-add. You may select one in the Selected pane, and then click *`<--(R)`* to remove
-it.
-. Check one of the radio buttons: *Owning Org Unit*, *Owning Workstation*, or *Owning
-User* to specify the new group should be available to everyone/workstation in
-your library, or this workstation or yourself only.
-. If you chose _Owning Workstation_ in the above step, click the down-pointed
-arrow at the end of the _Permission Context_ box to select your library in the
-organization unit tree.
-. Click *Save Toolbar*.
-. The new toolbar group will be displayed together with Circulation and
-Cataloguing groups when you choose a toolbar group next time.
+. Enter label for toolbar.
++
+image::media/Customizable_Toolbar1.jpg[Customizable_Toolbar1]
++
+. Click *Ok*.
+
+. Select one of the buttons in the *Available* panel.  The *Button ID* describes
+that action that the button will take, and the *Label* will display in the
+toolbar.
+
+. Click the `--> (A)` button to add the selected function to the
+*Selected* panel on the bottom right side of the screen.  To remove a button,
+click the `<-- (R)` button.
++
+image::media/Customizable_Toolbar2.jpg[Customizable_Toolbar2]
++
+. Continue adding buttons if desired.  The buttons will display in the order that you add
+them.  If you want to reorder the buttons, click the *Up* or *Down* buttons.
+
+. To separate buttons onto left and right sides of the screen on the same
+toolbar, select *toolbarspacer*, and click `--> (A)`.
++
+image::media/Customizable_Toolbar3.jpg[Customizable_Toolbar3]
++
+. To add a dividing line between buttons that appear on the same side of the
+screen, select *toolbarseparator*, and click `--> (A)`.
++
+image::media/Customizable_Toolbar4.jpg[Customizable_Toolbar4]
++
+. At the bottom of the screen, choose the owner of this toolbar.
+If you click *Owning Org Unit*, then the owning org unit that you specify will display this
+toolbar.  Select the owning org unit from the drop down menu.  The rule of
+parental inheritance applies, so all child units will inherit the toolbars of
+their parental units.
+If you click *Owning Workstation*, then the workstation to which you are logged
+in when you created the toolbar will display this toolbar.
+If you select *Owning User*, then your login has access to that toolbar.
+
+. When you are finished creating the toolbar, click *Save Toolbar*.  Any
+toolbar to which you have access displays under *Admin -> Workstation
+Administration -> Toolbars -> Current*.
+
+*Permissions*
+
+ADMIN_TOOLBAR - Allow a user to create, edit, and delete custom toolbars

diff --git a/docs/media/staff_client-3.png b/docs/media/staff_client-3.png
new file mode 100644 (file)
index 0000000..4492a80
Binary files /dev/null and b/docs/media/staff_client-3.png differ

diff --git a/docs/media/staff_client-4.png b/docs/media/staff_client-4.png
new file mode 100644 (file)
index 0000000..ddc7e97
Binary files /dev/null and b/docs/media/staff_client-4.png differ

diff --git a/docs/root.txt b/docs/root.txt
index e3b5940..f4c9091 100644 (file)
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -135,7 +135,13 @@ include::admin/auto_suggest_search.txt[]
 
 include::admin/customize_staff_client.txt[]
 
-include::admin/phonelist.txt
+// Push titles down one level.
+:leveloffset: 1
+
+include::admin/phonelist.txt[]
+
+// Return to normal title levels.
+:leveloffset: 0
 
 
 Using the Staff Client
@@ -151,6 +157,10 @@ logging in, navigation and shortcuts.
 
 include::admin/staff_client-login.txt[]
 
+include::admin/staff_client-button_bar_toolbar.txt[]
+
+include::admin/staff_client-sticky_settings.txt[]
+
 include::admin/staff_client-tab_buttons.txt[]
 
 include::admin/staff_client-double_clicking.txt[]