--- /dev/null
+
+anchor:my_account[]
+
+
+My Account
+~~~~~~~~~~
+
+// ``First Login Password Update'' the following documentation comes from JSPAC
+// as of 2013-03-12 this feature did not exist in EG 2.4 TPAC,
+// so I am commenting it out for now because it will be added in the future
+// see bug report https://bugs.launchpad.net/evergreen/+bug/1013786
+// Yamil Suarez 2013-03-12
+
+////
+
+
+First Login Password Update
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+indexterm:[my account, first login password update]
+
+Patrons are given temporary passwords when new accounts are created, or
+forgotten passwords are reset by staff. Patrons MUST change their password to
+something more secure when they login or for the first time. Once the password
+is updated, they will not have to repeat this process for subsequent logins.
+
+. Open a web browser and go to your Evergreen OPAC
+. Click My Account
+. Enter your _Username_ and _Password_.
+ * By default, your username is your library card number.
+ * Your password is a 4 digit code provided when your account was created. If
+you have forgotten your password, contact your library to have it reset or use
+the online the section called ``<<password_reset,Password Reset>>'' tool.
+////
+
+
+Logging In
+^^^^^^^^^^
+
+indexterm:[my account, logging in]
+
+Logging into your account from the online catalog:
+
+. Open a web browser and navigate to your Evergreen OPAC.
+. Click _My Account_ .
+. Enter your _Username_ and _Password_.
+** By default, your username is your library card number.
+** Your password is a 4 digit code provided when your account was created. If
+you have forgotten your password, contact your local library to have it reset or
+ use the the section called <<password_reset, Password Reset>> tool.
+. Click Login.
++
+** At the first login, you may be prompted to change your password.
+** If you updated your password, you must enter your _Username_ and _Password_
+again.
++
+. Your _Account Summary_ page displays.
+
+
+To view your account details, click one of the _My Account_ tabs.
+
+To start a search, enter a term in the search box at the top of the page and
+click _Search_!
+
+[CAUTION]
+=================
+If using a public computer be sure to log out!
+=================
+
+anchor:password_reset[]
+
+Password Reset
+^^^^^^^^^^^^^^
+
+indexterm:[my account, password reset]
+
+
+To reset your password:
+
+. click on the _Forgot your password?_ link located beside the login button.
+
+. Fill in the _Barcode_ and _User name_ text boxes.
+
+. A message should appear indicating that your request has been processed and
+that you will receive an email with further instructions.
+
+. An email will be sent to the email addressed you have registered with your
+Evergreen library. You should click on the link included in the email to open
+the password reset page. Processing time may vary.
++
+[NOTE]
+=================
+You will need to have a valid email account set up in Evergreen for you to reset
+your password. Otherwise, you will need to contact your library to have your
+password reset by library staff.
+=================
++
+
+. At the reset email page you should enter the new password in the _New
+password_ field and re-enter it in the _Re-enter new password_ field.
+
+. Click _Submit_.
+
+. A message should appear on the page indicating that your password has been reset.
+
+. Login to your account with your new password.
+
+
+Account Summary
+^^^^^^^^^^^^^^^
+
+indexterm:[my account, account summary]
+
+In the *My Account* -> *Account Summary* page, you can see when your account
+expires and your total number of items checked out, items on hold, and items
+ready for pickup. In addition, the Account Summary page lists your current fines
+and payment history.
+
+
+Items Checked Out
+^^^^^^^^^^^^^^^^^
+
+indexterm:[my account, items checked out]
+
+Users can manage items currently checked out, like renew specific items. Users
+can also view overdue items and see how many renewals they have remaining for
+specific item.
+
+As of Evergreen version 2.9, sorting of selected columns is available in the
+ _Items Checked Out_ and _Check Out History_ pages. Clicking on the appropriate
+ column heads sorts the contents from "ascending" to "descending" to "no sort".
+(The "no sort" restores the original list as presented in the screen.) The sort
+indicator (an up or down arrow) is placed to the right of the column head, as
+appropriate.
+
+Within *Items Checked Out* -> *Current Items Checked Out*, the following column
+ headers can be sorted: _Title_, _Author_, _Renewals Left_, _Due Date_,
+_Barcode_, and _Call Number_.
+
+Within *Items Checked Out* -> *Check Out History*, the following column headers
+can be sorted: _Title_, _Author_, _Checkout Date_, _Due Date_, _Date Returned_,
+_Barcode_, and _Call Number_
+
+[NOTE]
+==========
+To protect patron privacy, the Check Out History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_
+area.
+==========
+
+
+Holds
+^^^^^
+
+indexterm:[my account, holds]
+
+From *My Account*, patrons can see *Items on Hold* and *Holds History* and
+manage items currently being requested. In *Holds* -> *Items on Hold*, the
+content shown can be sorted by clicking on the following column headers:
+_Title_, _Author_, and _Format_ (based on format name represented by the icon).
+
+Actions include:
+
+* Suspend - set a period of time during which the hold will not become active,
+such as during a vacation
+* Activate - manually remove the suspension
+* Cancel - remove the hold request
+
+Edit options include:
+
+* Change pick up library
+* Change the _Cancel unless filled by_ date, also known as the hold expiration
+date
+* Change the status of the hold to either active or suspended.
+* Change the _If suspended, activate on_ date, which reactivates a suspended
+hold at the specified date
+
+To edit items on hold:
+
+. Login to _My Account_, click the _Holds_ tab.
+. Select the hold to modify.
+. Click _Edit_ for selected holds.
+. Select the change to make and follow the instructions.
+
+[NOTE]
+==========
+To protect patron privacy, the Holds History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_
+area.
+==========
+
+Account Preferences
+^^^^^^^^^^^^^^^^^^^
+
+indexterm:[my account, account preferences]
+
+From here you can manage display preferences including your *Personal
+Information*, *Notification Preferences*, and *Search and History Preferences*.
+Additional static information, such as your _Account Expiration Date_, can be
+found under Personal Information.
+
+For example:
+
+* Personal Information
+
+** change password - allows patrons to change their password
+
+** change email address - allows patrons to change their email address.
+
+
+
+* Notification Preferences
+
+** _Notify by Email_ by default when a hold is ready for pickup?
+
+** _Notify by Phone_ by default when a hold is ready for pickup?
+
+** _Default Phone Number_
+
+
+* Search and History Preferences
+
+** Search hits per page
+
+** Preferred pickup location
+
+** Keep history of checked out items?
+
+** Keep history of holds?
+
+[WARNING]
+========
+Turning off the _Keep history of checked out items?_ or _Keep history of holds?_ features will permanently delete all entries in the relevant patron screens. After this is unchecked,
+there is no way for a patron to recover those data.
+========
+
+
+After changing any of these settings, you must click _Save_ to store your
+preferences.
+
+
+indexterm:[holds, preferred pickup location]
+
+Patron Messages
+^^^^^^^^^^^^^^^
+
+The Patron Message Center provides a way for libraries to communicate with
+patrons through messages that can be accessed through the patron's OPAC account.
+ Library staff can create messages manually by adding an OPAC visible Patron
+Note to an account. Messages can also be automatically generated through an
+Action Trigger event. Patrons can access and manage messages within their OPAC
+account. See Circulation - Patron Record - Patron Message Center for more
+information on adding messages to patron accounts.
+
+*Viewing Patron Messages in the OPAC*
+
+Patrons will see a new tab for *Messages* in their OPAC account, as well as a
+notification of *Unread Messages* in the account summary.
+
+image::media/message_center11.PNG[Message Center 11]
+
+Patrons will see a list of the messages from the library by clicking on the
+*Messages* tab.
+
+image::media/message_center10.PNG[Message Center 10]
+
+Patrons can click on a message *Subject* to view the message. After viewing the
+message, it will automatically be marked as read. Patrons have the options to
+mark the message as unread and to delete the message.
+
+image::media/message_center12.PNG[Message Center 12]
+
+NOTE: Patron deleted messages will still appear in the patron's account in the
+staff client under Other -> Message Center.
the search result screen.
-Search URL
-~~~~~~~~~~
-
-indexterm:[search, URL]
-
-When performing a search or clicking on the details links, Evergreen constructs
-a GET request url with the parameters of the search. The url for searches and
-details in Evergreen are persistent links in that they can be saved, shared and
-used later.
-
-Here is a basic search URL structure:
-
-
-+++[hostname]+++/eg/opac/results?query=[search term]&**qtype**=keyword&fi%3Aitem_type=&**locg**=[location id]
-
-locg Parameter
-^^^^^^^^^^^^^^
-This is the id of the search location. It is an integer and maches the id of the
-location the user selected in the location drop down menu.
-
-qtype Parameter
-^^^^^^^^^^^^^^^
-
-The _qtype_ parameter in the URL represents the search type values and represent
-one of the following search or request types:
-
-* Keyword
-* Title
-* Journal Title
-* Author
-* Subject
-* Series
-* Bib Call Number
-
-These match the options in the search type drop-down box.
-
-Sorting
-^^^^^^^
-
-The _sort_ parameter sorts the results on one of these criteria.
-
-* `sort=pubdate` (publication date) - chronological order
-* `sort=titlesort` - Alphabetical order
-* `sort=authorsort` - Alphabetical order on family name first
-
-To change the sort direction of the results, the _sort_ parameter value has the
-".descending" suffix added to it.
-
-* `sort=titlesort.descending`
-* `sort=authorsort.descending`
-* `sort=pubdate.descending`
-
-In the absence of the _sort_ parameter, the search results default to sorting by
-relevance.
-
-
Search Results
~~~~~~~~~~~~~~
You can view and cancel a hold at anytime. Before your hold is captured, which
means an item has been held waiting for you to pick up, you can edit, suspend or
- activate it. You need log into your patron <<my_account,My Account>> to do it.
+ activate it. You need log into your patron account to do it.
From your account you can also set up a _Cancel if not filled by_ date for your
hold. _Cancel if not filled by_ date means after this date, even though your
hold has not been fulfilled you do not need the item anymore.
search box at the top of the page, or by selecting the _Another Search_ or
_Advanced Search_ links in the left-hand sidebar.
-anchor:my_account[]
-
-
-My Account
-~~~~~~~~~~
-
-// ``First Login Password Update'' the following documentation comes from JSPAC
-// as of 2013-03-12 this feature did not exist in EG 2.4 TPAC,
-// so I am commenting it out for now because it will be added in the future
-// see bug report https://bugs.launchpad.net/evergreen/+bug/1013786
-// Yamil Suarez 2013-03-12
-
-////
-
-
-First Login Password Update
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-indexterm:[my account, first login password update]
-
-Patrons are given temporary passwords when new accounts are created, or
-forgotten passwords are reset by staff. Patrons MUST change their password to
-something more secure when they login or for the first time. Once the password
-is updated, they will not have to repeat this process for subsequent logins.
-
-. Open a web browser and go to your Evergreen OPAC
-. Click My Account
-. Enter your _Username_ and _Password_.
- * By default, your username is your library card number.
- * Your password is a 4 digit code provided when your account was created. If
-you have forgotten your password, contact your library to have it reset or use
-the online the section called ``<<password_reset,Password Reset>>'' tool.
-////
-
-
-Logging In
-^^^^^^^^^^
-
-indexterm:[my account, logging in]
-
-Logging into your account from the online catalog:
-
-. Open a web browser and navigate to your Evergreen OPAC.
-. Click _My Account_ .
-. Enter your _Username_ and _Password_.
-** By default, your username is your library card number.
-** Your password is a 4 digit code provided when your account was created. If
-you have forgotten your password, contact your local library to have it reset or
- use the the section called <<password_reset, Password Reset>> tool.
-. Click Login.
-+
-** At the first login, you may be prompted to change your password.
-** If you updated your password, you must enter your _Username_ and _Password_
-again.
-+
-. Your _Account Summary_ page displays.
-
-
-To view your account details, click one of the _My Account_ tabs.
-
-To start a search, enter a term in the search box at the top of the page and
-click _Search_!
-
-[CAUTION]
-=================
-If using a public computer be sure to log out!
-=================
-
-anchor:password_reset[]
-
-Password Reset
-^^^^^^^^^^^^^^
-
-indexterm:[my account, password reset]
-
-
-To reset your password:
-
-. click on the _Forgot your password?_ link located beside the login button.
-
-. Fill in the _Barcode_ and _User name_ text boxes.
-
-. A message should appear indicating that your request has been processed and
-that you will receive an email with further instructions.
-
-. An email will be sent to the email addressed you have registered with your
-Evergreen library. You should click on the link included in the email to open
-the password reset page. Processing time may vary.
-+
-[NOTE]
-=================
-You will need to have a valid email account set up in Evergreen for you to reset
-your password. Otherwise, you will need to contact your library to have your
-password reset by library staff.
-=================
-+
-
-. At the reset email page you should enter the new password in the _New
-password_ field and re-enter it in the _Re-enter new password_ field.
-
-. Click _Submit_.
-
-. A message should appear on the page indicating that your password has been reset.
-
-. Login to your account with your new password.
-
-
-Account Summary
-^^^^^^^^^^^^^^^
-
-indexterm:[my account, account summary]
-
-In the *My Account* -> *Account Summary* page, you can see when your account
-expires and your total number of items checked out, items on hold, and items
-ready for pickup. In addition, the Account Summary page lists your current fines
-and payment history.
-
-
-Items Checked Out
-^^^^^^^^^^^^^^^^^
-
-indexterm:[my account, items checked out]
-
-Users can manage items currently checked out, like renew specific items. Users
-can also view overdue items and see how many renewals they have remaining for
-specific item.
-
-As of Evergreen version 2.9, sorting of selected columns is available in the
- _Items Checked Out_ and _Check Out History_ pages. Clicking on the appropriate
- column heads sorts the contents from "ascending" to "descending" to "no sort".
-(The "no sort" restores the original list as presented in the screen.) The sort
-indicator (an up or down arrow) is placed to the right of the column head, as
-appropriate.
-
-Within *Items Checked Out* -> *Current Items Checked Out*, the following column
- headers can be sorted: _Title_, _Author_, _Renewals Left_, _Due Date_,
-_Barcode_, and _Call Number_.
-
-Within *Items Checked Out* -> *Check Out History*, the following column headers
-can be sorted: _Title_, _Author_, _Checkout Date_, _Due Date_, _Date Returned_,
-_Barcode_, and _Call Number_
-
-[NOTE]
-==========
-To protect patron privacy, the Check Out History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_
-area.
-==========
-
-
-Holds
-^^^^^
-
-indexterm:[my account, holds]
-
-From *My Account*, patrons can see *Items on Hold* and *Holds History* and
-manage items currently being requested. In *Holds* -> *Items on Hold*, the
-content shown can be sorted by clicking on the following column headers:
-_Title_, _Author_, and _Format_ (based on format name represented by the icon).
-
-Actions include:
-
-* Suspend - set a period of time during which the hold will not become active,
-such as during a vacation
-* Activate - manually remove the suspension
-* Cancel - remove the hold request
-
-Edit options include:
-
-* Change pick up library
-* Change the _Cancel unless filled by_ date, also known as the hold expiration
-date
-* Change the status of the hold to either active or suspended.
-* Change the _If suspended, activate on_ date, which reactivates a suspended
-hold at the specified date
-
-To edit items on hold:
-
-. Login to _My Account_, click the _Holds_ tab.
-. Select the hold to modify.
-. Click _Edit_ for selected holds.
-. Select the change to make and follow the instructions.
-
-[NOTE]
-==========
-To protect patron privacy, the Holds History will be completely blank unless the patron has previously opted in under the _Account Preferences_ tab, in the _Search and History Preferences_
-area.
-==========
-
-Account Preferences
-^^^^^^^^^^^^^^^^^^^
-
-indexterm:[my account, account preferences]
-
-From here you can manage display preferences including your *Personal
-Information*, *Notification Preferences*, and *Search and History Preferences*.
-Additional static information, such as your _Account Expiration Date_, can be
-found under Personal Information.
-
-For example:
-
-* Personal Information
-
-** change password - allows patrons to change their password
-
-** change email address - allows patrons to change their email address.
-
-
-
-* Notification Preferences
-
-** _Notify by Email_ by default when a hold is ready for pickup?
-
-** _Notify by Phone_ by default when a hold is ready for pickup?
-
-** _Default Phone Number_
-
-
-* Search and History Preferences
-
-** Search hits per page
-
-** Preferred pickup location
-
-** Keep history of checked out items?
-
-** Keep history of holds?
-
-[WARNING]
-========
-Turning off the _Keep history of checked out items?_ or _Keep history of holds?_ features will permanently delete all entries in the relevant patron screens. After this is unchecked,
-there is no way for a patron to recover those data.
-========
-
-
-After changing any of these settings, you must click _Save_ to store your
-preferences.
-
-
-indexterm:[holds, preferred pickup location]
-
-Patron Messages
-^^^^^^^^^^^^^^^
-
-The Patron Message Center provides a way for libraries to communicate with
-patrons through messages that can be accessed through the patron's OPAC account.
- Library staff can create messages manually by adding an OPAC visible Patron
-Note to an account. Messages can also be automatically generated through an
-Action Trigger event. Patrons can access and manage messages within their OPAC
-account. See Circulation - Patron Record - Patron Message Center for more
-information on adding messages to patron accounts.
-
-*Viewing Patron Messages in the OPAC*
-
-Patrons will see a new tab for *Messages* in their OPAC account, as well as a
-notification of *Unread Messages* in the account summary.
-
-image::media/message_center11.PNG[Message Center 11]
-
-Patrons will see a list of the messages from the library by clicking on the
-*Messages* tab.
-
-image::media/message_center10.PNG[Message Center 10]
-
-Patrons can click on a message *Subject* to view the message. After viewing the
-message, it will automatically be marked as read. Patrons have the options to
-mark the message as unread and to delete the message.
-
-image::media/message_center12.PNG[Message Center 12]
-
-NOTE: Patron deleted messages will still appear in the patron's account in the
-staff client under Other -> Message Center.
projects / working / Evergreen.git / commitdiff