2.7 documentation from ESI

Documentation for Delayed vs Canceled Items, Report Editing, Report Hints, and Copy View/Edit Links.  Documentation written by Erica Rohlfs, Equinox Software, and Sally Fortin, Athenaeum Educational Services.

Signed-off-by: Angela Kilsdonk <akilsdonk@esilibrary.com>

diff --git a/docs/acquisitions/selection_lists_po.txt b/docs/acquisitions/selection_lists_po.txt
index 7ba7466..3dbc2ca 100644 (file)
--- a/docs/acquisitions/selection_lists_po.txt
+++ b/docs/acquisitions/selection_lists_po.txt
@@ -108,6 +108,23 @@ box *Allow activation with zero-copy lineitems*.
 
 image::media/Zero_Copies1.jpg[Zero_Copies1]
 
+Enhancements to Canceled and Delayed Items
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Cancel/Delay reasons have been modified so that you can easily differentiate between canceled and delayed items.  Each label now begins with *Canceled* or *Delayed*.  To view the list, click *Admin* -> *Server Administration* -> *Acquisitions* -> *Cancel Reasons*.
+
+The cancel/delay reason label is displayed as the line item status in the list of line items or as the copy status in the list of copies.
+
+image::media/2.7_Enhancements_to_Canceled2.jpg[Canceled2]
+
+
+image::media/2.7_Enhancements_to_Canceled4.jpg[Canceled4]
+
+A delayed line item can now be canceled.  You can mark a line item as delayed, and if later, the order cannot be filled, you can change the line item's status to canceled.  When delayed line items are canceled, the encumbrances are deleted.
+
+Cancel/delay reasons now appear on the worksheet and the printable purchase order.
+
+
 Brief Records
 ~~~~~~~~~~~~~
 

diff --git a/docs/cataloging/tpac_copy_edit_links.txt b/docs/cataloging/tpac_copy_edit_links.txt
new file mode 100644 (file)
index 0000000..be3abf3
--- /dev/null
+++ b/docs/cataloging/tpac_copy_edit_links.txt
@@ -0,0 +1,17 @@
+TPAC Copy Edit Links
+--------------------
+
+The bibliographic record detail page displays library holdings, including the call number, shelving location, and copy barcode. Within the staff client, the holdings list now displays a new column next to the copy barcode(s). This new column contains two links, *view* and *edit*.
+ 
+image::media/copy_edit_link_1.JPG[Copy Edit Link]
+ 
+Clicking on the *view* link opens the *Item Status* screen for that specific copy.
+
+Clicking on the *edit* link opens the *Volume and Copy Creator* screen for that specific copy.
+
+The *edit* link will only be exposed next to copies when the user has the *UPDATE_COPY* permission at the copy owning or circulating library. 
+
+For libraries where the *Library Setting: Unified Volume/Item Creator/Editor* value is set to *True*, the unified *Volume and Copy Creator* screen will open.
+
+For libraries where the *Library Setting: Unified Volume/Item Creator/Editor* value is set to *False*, the standard *Volume and Copy Creator* screen will open.
+

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diff --git a/docs/reports/reporter_generating_reports.txt b/docs/reports/reporter_generating_reports.txt
index 5e236f7..441856b 100644 (file)
--- a/docs/reports/reporter_generating_reports.txt
+++ b/docs/reports/reporter_generating_reports.txt
@@ -85,3 +85,25 @@ you can enter a different email address or multiple addresses separated by comma
 image::media/generate-report-14.png[generate-report-14]
 +
 Once saved, reports stay there forever unless you delete them.
+
+Viewing and Editing Report Parameters
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+New options to view or edit report parameters are available from the reports folder.
+
+To view the parameters of a report, select the report that you want to view from the *Reports* folder, and click *View*.  This will enable you to view the report, inlcuding links to external documentation and field hints.  However, you cannot make any changes to the report.
+
+image::media/2.7_Enhancements_to_Reports4.jpg[Reports4]
+
+
+To edit the parameters of a report, select the report that you want to view from the *Reports* folder, and click *Edit*.  After making changes, you can *Save [the] Report* or *Save as New*.  If you *Save the Report*, any subsequent report outputs that are generated from this report will reflect the changes that you have made.
+
+In addition, whenever there is a pending (scheduled, but not yet started) report output, the interface will warn you that the pending output will be modified.  At that point, you can either continue or choose the alternate *Save as New* option, leaving the report output untouched.
+
+
+image::media/2.7_Enhancements_to_Reports6.jpg[Reports6]
+
+
+If, after making changes, you select, *Save as New*, then you have created a new report by cloning and ammending a previously existing report. Note that if you create a new report, you will be prompted to rename the new report. Evergreen does not allow two reports with the same name to exist. To view or edit your new report,  select the reports folder to which you saved it.
+
+image::media/2.7_Enhancements_to_Reports5.jpg[Reports5]

diff --git a/docs/reports/reporter_template_enhancements.txt b/docs/reports/reporter_template_enhancements.txt
new file mode 100644 (file)
index 0000000..c791c16
--- /dev/null
+++ b/docs/reports/reporter_template_enhancements.txt
@@ -0,0 +1,32 @@
+Template Enhancements
+---------------------
+
+Documentation URL
+~~~~~~~~~~~~~~~~~
+
+You can add a link to local documentation that can help staff create a report template.  To add documentation to a report template, click *Admin* -> *Local Administration* -> *Reports*, and create a new report template.  A new field, *Documentation URL*, appears in the *Template Configuration* panel.  Enter a URL that points to relevant documentation.
+
+
+image::media/2.7_Enhancements_to_Reports1.jpg[Reports1]
+
+
+The link to this documentation will also appear in your list of report templates.
+
+
+image::media/2.7_Enhancements_to_Reports2a.jpg[Reports2a]
+
+Field Hints
+~~~~~~~~~~~
+
+Descriptive information about fields or filters in a report template can be added to the *Field Hints* portion of the *Template Configuration* panel.  For example, a circulation report template might include the field, *Circ ID*.  You can add content to the *Field hints* to further define this field for staff and provide a reminder about the type of information that they should select for this field.
+
+
+To view a field hint, click the *Column Picker*, and select *Field Hint*.  The column will be added to the display.
+
+image::media/2.7_Enhancements_to_Reports2.jpg[Reports2]
+
+
+To add or edit a field hint, select a filter or field, and click *Change Field Hint*.  Enter text, and click *Ok*.
+
+
+image::media/2.7_Enhancements_to_Reports3.jpg[Reports3]
\ No newline at end of file

diff --git a/docs/root.txt b/docs/root.txt
index c3a1169..bdcdfa5 100644 (file)
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -301,6 +301,8 @@ include::cataloging/conjoined_items.txt[]
 
 include::cataloging/cataloging_electronic_resources.txt[]
 
+include::cataloging/tpac_copy_edit_links.txt[]
+
 include::cataloging/link_checker.txt[]
 
 
@@ -382,6 +384,8 @@ include::reports/reporter_running_recurring_reports.txt[]
 
 include::reports/reporter_template_terminology.txt[]
 
+include::reports/reporter_template_enhancements.txt[]
+
 include::reports/reporter_export_usingpgAdmin.txt[]
 
 Using the Public Access Catalog