From: Jennifer Pringle Date: Fri, 29 Jan 2016 03:24:59 +0000 (-0500) Subject: Docs: web client copy buckets documentation X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=28e8ad324fb392c07e8fad3344e3aede44f74fa6;p=evergreen%2Ftadl.git Docs: web client copy buckets documentation Signed-off-by: Yamil Suarez --- diff --git a/docs/cataloging/copy-buckets_web_client.txt b/docs/cataloging/copy-buckets_web_client.txt new file mode 100755 index 0000000000..c845fae5e2 --- /dev/null +++ b/docs/cataloging/copy-buckets_web_client.txt @@ -0,0 +1,298 @@ +Section X - Copy Buckets +------------------------ + +Copy buckets are containers copy records can be put into to easily perform batch actions on. Copies stay in buckets until they are removed. + +The _Copy Bucket_ interface is accessed by going to *Cataloguing* -> *Copy Buckets*. + +image::media/copy-bucket-2.png[Cataloguing Menu] + +NOTE: The words _copy_ and _item_ are used interchangeably in Evergreen. + +Managing Copy Buckets +~~~~~~~~~~~~~~~~~~~~~ + +Creating Copy Buckets +^^^^^^^^^^^^^^^^^^^^^ + +Copy buckets can be created in the _Copy Bucket_ interface as well as on the fly when adding copies to a bucket from +a catalogue search or from within the _Item Status_ interface. For information on creating buckets on the fly see _Adding Copies to a Bucket_ (needs section ID). + +1. In the _Copy Bucket_ interface on the click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab. ++ +image::media/copy-bucket-new-1.png[Copy Bucket Interface] ++ +2. From the drop down menu select *New Bucket*. ++ +image::media/copy-bucket-new-2.png[Copy Bucket Interface] ++ +3. Enter a _Name_ and a _Description_ (optional) for your bucket and click *Create Bucket*. ++ +image::media/copy-bucket-new-3.png[Copy Bucket Interface] ++ +The bucket can also be set as _Publicly Visible_ at this time. + +NOTE: The functionality for making buckets publicly visible does not appear to be in place at this time. + +Editing Copy Buckets +^^^^^^^^^^^^^^^^^^^^ + +1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab. ++ +image::media/copy-bucket-new-1.png[Copy Bucket Interface] ++ +2. From the drop down menu select the bucket you would like to edit. The bucket will load in the interface. +3. Click on *Buckets*. +4. From the drop down menu select *Edit Bucket*. ++ +image::media/copy-bucket-edit-1.png[Copy Bucket Interface] ++ +5. Update the desired information and click *Apply Changes*. ++ +image::media/copy-bucket-edit-2.png[Copy Bucket Interface] + +NOTE: The functionality for making buckets publicly visible does not appear to be in place at this time. + +Sharing Copy Buckets +^^^^^^^^^^^^^^^^^^^^ + +Finding the Bucket ID ++++++++++++++++++++++ + +1. With the bucket open, look at the URL for the bucket ID. Share this ID with the staff member who needs access to this bucket. + +image::media/copy-bucket-share-1.png[Bucket ID URL] + +Opening a Shared Bucket ++++++++++++++++++++++++ + +1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab. ++ +image::media/copy-bucket-new-1.png[Copy Bucket Interface] ++ +3. From the drop down menu select *Shared Bucket*. ++ +image::media/copy-bucket-share-2.png[Copy Bucket Interface] ++ +4. Enter the bucket ID and click *Load Bucket*. ++ +image::media/copy-bucket-share-3.png[Copy Bucket Interface] ++ +5. The shared bucket will display and can be worked with the same as any bucket you own. ++ +image::media/copy-bucket-share-4.png[Copy Bucket Interface] + +Deleting Copy Buckets +^^^^^^^^^^^^^^^^^^^^^ + +1. In the _Copy Bucket_ interface click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab. ++ +image::media/copy-bucket-new-1.png[Copy Bucket Interface] ++ +2. From the drop down menu select the bucket you would like to delete. The bucket will load in the interface. +3. Click on *Buckets*. +4. From the drop down menu select *Delete Bucket*. ++ +image::media/copy-bucket-delete-1.png[Copy Bucket Interface] ++ +5. On the confirmation pop up click *Delete Bucket*. +6. Refresh your screen. + + +Adding Copies to a Bucket +~~~~~~~~~~~~~~~~~~~~~~~~~ + +From the Copy Bucket Interface +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +1. In the _Copy Bucket_ interface click on the *Pending Copies* tab. ++ +image::media/copy-bucket-pending-1.png[Copy Bucket Interface] ++ +2. Scan in all of the items you wish to add to the bucket. ++ +image::media/copy-bucket-pending-3.png[Copy Bucket Interface] ++ +3. Click on *Buckets*. +4. From the drop down menu select the bucket you wish to add the items to. +Alternatively you can create a *New Bucket* (link back to Copy Bucket Interface section of Creating Copy Buckets). ++ +image::media/copy-bucket-pending-2.png[Copy Bucket Interface] ++ +5. Use the check boxes to select the item(s) you wish to add to the bucket. +6. Click *Actions*. +7. From the drop down menu select *Add To Bucket*. ++ +image::media/copy-bucket-pending-4.png[Copy Bucket Interface] ++ +8. The number of items in the bucket, displayed beside the bucket name, will update as will the number on the *Bucket View* tab. ++ +image::media/copy-bucket-pending-5.png[Copy Bucket Interface] + +NOTE: Once you have added your selected items to a bucket you can deselect them, select other items on your pending list, and add those items to a different bucket. + + +From a Catalogue Search +^^^^^^^^^^^^^^^^^^^^^^^ + +1. Retrieve the title through a catalogue search. +2. If it is not your default view click on the *Holdings View* tab. ++ +image::media/copy-bucket-cat-1.png[Holdings View] ++ +3. Use the check boxes to select the item(s) you would like to add to the bucket. +4. Click *Actions*. +5. From the drop down menu select *Add Items to Bucket* ++ +image::media/copy-bucket-cat-2.png[Holdings View] ++ +6. Enter a name for your bucket or select an existing from the drop down menu. +7. Click *Add To New Bucket* or *Add To Selected Bucket*. ++ +image::media/copy-bucket-cat-3.png[Copy Bucket Interface] ++ +8. Repeat steps 1 through 7 to add additional copies. + + +From the Item Status Interface +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +NOTE: Functionality currently missing. + +Removing Copies from a Bucket +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab. ++ +image::media/copy-bucket-remove-1.png[Copy Bucket Interface] ++ +3. Click on *Buckets*. +4. From the drop down menu select the bucket containing the item(s) you would like to remove. ++ +image::media/copy-bucket-remove-2.png[Copy Bucket Interface] ++ +5. Use the check boxes to select the item(s) you wish to remove from the bucket. +6. Click *Actions*. +7. From the drop down menu select *Remove Selected Copies from Bucket*. ++ +image::media/copy-bucket-remove-3.png[Copy Bucket Interface] ++ +8. Your bucket will reload and the selected item(s) will no longer be in the bucket. + +Editing Copies in a Bucket +~~~~~~~~~~~~~~~~~~~~~~~~~~ + +1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab. ++ +image::media/copy-bucket-remove-1.png[Copy Bucket Interface] ++ +3. Click on *Buckets*. +4. From the drop down menu select the bucket containing the item(s) you would like to edit. ++ +image::media/copy-bucket-remove-2.png[Copy Bucket Interface] ++ +5. Use the check boxes to select the item(s) you wish to edit. +6. Click *Actions*. +7. From the drop down menu select *Edit Selected Copies*. ++ +image::media/copy-bucket-edit-copy-1.png[Copy Bucket Interface] ++ +8. The _Copy Editor_ will open in a new tab. Make your edits and then click *Save and Exit*. ++ +image::media/copy-bucket-edit-copy-2.png[Copy Bucket Interface] ++ +9. Your items have been updated. ++ +image::media/copy-bucket-edit-copy-3.png[Copy Bucket Interface] + +Deleting Copies from the Catalogue +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab. ++ +image::media/copy-bucket-remove-1.png[Copy Bucket Interface] ++ +3. Click on *Buckets*. +4. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue. ++ +image::media/copy-bucket-remove-2.png[Copy Bucket Interface] ++ +5. Use the check boxes to select the item(s) you wish to delete. +6. Click *Actions*. +7. From the drop down menu select *Delete Selected Copies from Catalog*. ++ +image::media/copy-bucket-delete-copy-1.png[Copy Bucket Interface] ++ +8. On the confirmation pop up click *OK/Continue*. ++ +image::media/copy-bucket-delete-copy-2.png[Copy Bucket Interface] ++ +9. The items have been deleted from the catalogue. + + +Placing Holds on Copies in a Bucket +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +1. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab. ++ +image::media/copy-bucket-remove-1.png[Copy Bucket Interface] ++ +3. Click on *Buckets*. +4. From the drop down menu select the bucket containing the item(s) you would like to place a hold on. ++ +image::media/copy-bucket-remove-2.png[Copy Bucket Interface] ++ +5. Use the check boxes to select the item(s) you wish to delete. +6. Click *Actions*. +7. From the drop down menu select *Request Seleted Copies*. ++ +image::media/copy-bucket-request-1.png[Copy Bucket Interface] ++ +8. Enter the barcode for the patron who the hold is for. By default the system enters the barcode of the account logged into the client. ++ +image::media/copy-bucket-request-2.png[Copy Bucket Interface] ++ +9. Select the correct _Pickup Library_. +10. Select the correct _Hold Type_. (More explanation of the hold types needed here.) +11. Click *OK*. +12. The hold has been placed. + + +Transferring Copies to Volumes +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +1. Retrieve the title through a catalogue search. +2. If it is not your default view click on the *Holdings View* tab. ++ +image::media/copy-bucket-cat-1.png[Holdings View] ++ +3. Use the check boxes to select the volume you would like to transfer the item(s) to. +4. Click *Actions*. +5. From the drop down menu select *Volume as Item Transfer Destination* ++ +image::media/copy-bucket-transfer-1.png[Holdings View] ++ +6. Open the _Copy Bucket_ interface. By default you are on the *Bucket View* tab. ++ +image::media/copy-bucket-remove-1.png[Copy Bucket Interface] ++ +7. Click on *Buckets*. +8. From the drop down menu select the bucket containing the item(s) you would like to transfer to the volume. ++ +image::media/copy-bucket-remove-2.png[Copy Bucket Interface] ++ +9. Use the check boxes to select the item(s) you wish to transfer. +10. Click *Actions*. +11. From the drop down menu select *Transfer Selected Copies to Marked Volume*. ++ +image::media/copy-bucket-transfer-2.png[Copy Bucket Interface] ++ +12. The item(s) is transferred. ++ +image::media/copy-bucket-transfer-3.png[Copy Bucket Interface] + + + + + + diff --git a/docs/media/copy-bucket-2.png b/docs/media/copy-bucket-2.png new file mode 100755 index 0000000000..b602dfe619 Binary files /dev/null and b/docs/media/copy-bucket-2.png differ diff --git a/docs/media/copy-bucket-cat-1.png b/docs/media/copy-bucket-cat-1.png new file mode 100755 index 0000000000..0945569bce Binary files /dev/null and b/docs/media/copy-bucket-cat-1.png differ diff --git a/docs/media/copy-bucket-cat-2.png b/docs/media/copy-bucket-cat-2.png new file mode 100755 index 0000000000..6f7d7e0fab Binary files /dev/null and b/docs/media/copy-bucket-cat-2.png differ diff --git a/docs/media/copy-bucket-cat-3.png b/docs/media/copy-bucket-cat-3.png new file mode 100755 index 0000000000..00906f2d1a Binary files /dev/null and b/docs/media/copy-bucket-cat-3.png differ diff --git a/docs/media/copy-bucket-delete-1.png b/docs/media/copy-bucket-delete-1.png new file mode 100755 index 0000000000..226c5dca51 Binary files /dev/null and b/docs/media/copy-bucket-delete-1.png differ diff --git a/docs/media/copy-bucket-delete-2.png b/docs/media/copy-bucket-delete-2.png new file mode 100755 index 0000000000..988291e453 Binary files /dev/null and b/docs/media/copy-bucket-delete-2.png differ diff --git a/docs/media/copy-bucket-delete-copy-1.png b/docs/media/copy-bucket-delete-copy-1.png new file mode 100755 index 0000000000..ec0d88c438 Binary files /dev/null and b/docs/media/copy-bucket-delete-copy-1.png differ diff --git a/docs/media/copy-bucket-delete-copy-2.png b/docs/media/copy-bucket-delete-copy-2.png new file mode 100755 index 0000000000..f8cfa1e535 Binary files /dev/null and b/docs/media/copy-bucket-delete-copy-2.png differ diff --git a/docs/media/copy-bucket-edit-1.png b/docs/media/copy-bucket-edit-1.png new file mode 100755 index 0000000000..9d2292c8ea Binary files /dev/null and b/docs/media/copy-bucket-edit-1.png differ diff --git a/docs/media/copy-bucket-edit-2.png b/docs/media/copy-bucket-edit-2.png new file mode 100755 index 0000000000..66797899d7 Binary files /dev/null and b/docs/media/copy-bucket-edit-2.png differ diff --git a/docs/media/copy-bucket-edit-copy-1.png b/docs/media/copy-bucket-edit-copy-1.png new file mode 100755 index 0000000000..c4e5b75a58 Binary files /dev/null and b/docs/media/copy-bucket-edit-copy-1.png differ diff --git a/docs/media/copy-bucket-edit-copy-2.png b/docs/media/copy-bucket-edit-copy-2.png new file mode 100755 index 0000000000..db7c231cf8 Binary files /dev/null and b/docs/media/copy-bucket-edit-copy-2.png differ diff --git a/docs/media/copy-bucket-edit-copy-3.png b/docs/media/copy-bucket-edit-copy-3.png new file mode 100755 index 0000000000..0b1b9b768c Binary files /dev/null and b/docs/media/copy-bucket-edit-copy-3.png differ diff --git a/docs/media/copy-bucket-new-1.png b/docs/media/copy-bucket-new-1.png new file mode 100755 index 0000000000..4164c8bd83 Binary files /dev/null and b/docs/media/copy-bucket-new-1.png differ diff --git a/docs/media/copy-bucket-new-2.png b/docs/media/copy-bucket-new-2.png new file mode 100755 index 0000000000..78979d509b Binary files /dev/null and b/docs/media/copy-bucket-new-2.png differ diff --git a/docs/media/copy-bucket-new-3.png b/docs/media/copy-bucket-new-3.png new file mode 100755 index 0000000000..304e276150 Binary files /dev/null and b/docs/media/copy-bucket-new-3.png differ diff --git a/docs/media/copy-bucket-pending-1.png b/docs/media/copy-bucket-pending-1.png new file mode 100755 index 0000000000..107284cd3a Binary files /dev/null and b/docs/media/copy-bucket-pending-1.png differ diff --git a/docs/media/copy-bucket-pending-2.png b/docs/media/copy-bucket-pending-2.png new file mode 100755 index 0000000000..4d476709bf Binary files /dev/null and b/docs/media/copy-bucket-pending-2.png differ diff --git a/docs/media/copy-bucket-pending-3.png b/docs/media/copy-bucket-pending-3.png new file mode 100755 index 0000000000..66b1e230a3 Binary files /dev/null and b/docs/media/copy-bucket-pending-3.png differ diff --git a/docs/media/copy-bucket-pending-4.png b/docs/media/copy-bucket-pending-4.png new file mode 100755 index 0000000000..5e709531e4 Binary files /dev/null and b/docs/media/copy-bucket-pending-4.png differ diff --git a/docs/media/copy-bucket-pending-5.png b/docs/media/copy-bucket-pending-5.png new file mode 100755 index 0000000000..79dd011f8b Binary files /dev/null and b/docs/media/copy-bucket-pending-5.png differ diff --git a/docs/media/copy-bucket-remove-1.png b/docs/media/copy-bucket-remove-1.png new file mode 100755 index 0000000000..3129703e85 Binary files /dev/null and b/docs/media/copy-bucket-remove-1.png differ diff --git a/docs/media/copy-bucket-remove-2.png b/docs/media/copy-bucket-remove-2.png new file mode 100755 index 0000000000..c2a1d33d80 Binary files /dev/null and b/docs/media/copy-bucket-remove-2.png differ diff --git a/docs/media/copy-bucket-remove-3.png b/docs/media/copy-bucket-remove-3.png new file mode 100755 index 0000000000..606d788fe4 Binary files /dev/null and b/docs/media/copy-bucket-remove-3.png differ diff --git a/docs/media/copy-bucket-request-1.png b/docs/media/copy-bucket-request-1.png new file mode 100755 index 0000000000..26527f5b28 Binary files /dev/null and b/docs/media/copy-bucket-request-1.png differ diff --git a/docs/media/copy-bucket-request-2.png b/docs/media/copy-bucket-request-2.png new file mode 100755 index 0000000000..2c8a4a9549 Binary files /dev/null and b/docs/media/copy-bucket-request-2.png differ diff --git a/docs/media/copy-bucket-share-1.png b/docs/media/copy-bucket-share-1.png new file mode 100755 index 0000000000..d1450410ec Binary files /dev/null and b/docs/media/copy-bucket-share-1.png differ diff --git a/docs/media/copy-bucket-share-2.png b/docs/media/copy-bucket-share-2.png new file mode 100755 index 0000000000..36c7d65c70 Binary files /dev/null and b/docs/media/copy-bucket-share-2.png differ diff --git a/docs/media/copy-bucket-share-3.png b/docs/media/copy-bucket-share-3.png new file mode 100755 index 0000000000..211b3cd0fc Binary files /dev/null and b/docs/media/copy-bucket-share-3.png differ diff --git a/docs/media/copy-bucket-share-4.png b/docs/media/copy-bucket-share-4.png new file mode 100755 index 0000000000..ecf534ddbf Binary files /dev/null and b/docs/media/copy-bucket-share-4.png differ diff --git a/docs/media/copy-bucket-transfer-1.png b/docs/media/copy-bucket-transfer-1.png new file mode 100755 index 0000000000..239d41000f Binary files /dev/null and b/docs/media/copy-bucket-transfer-1.png differ diff --git a/docs/media/copy-bucket-transfer-2.png b/docs/media/copy-bucket-transfer-2.png new file mode 100755 index 0000000000..0873cc5240 Binary files /dev/null and b/docs/media/copy-bucket-transfer-2.png differ diff --git a/docs/media/copy-bucket-transfer-3.png b/docs/media/copy-bucket-transfer-3.png new file mode 100755 index 0000000000..75f116c846 Binary files /dev/null and b/docs/media/copy-bucket-transfer-3.png differ diff --git a/docs/root.txt b/docs/root.txt index 8acd4682a1..ef8b80bfb8 100644 --- a/docs/root.txt +++ b/docs/root.txt @@ -525,6 +525,19 @@ Use this section for understanding the circulation procedures in the Evergreen s include::circulation/circulation_patron_records_web_client.txt[] +Cataloging +---------- +Cataloguers should use this part for understanding the cataloguing procedures used in Evergreen. + +// Push titles down one level. +:leveloffset: 1 + +include::cataloging/copy-buckets_web_client.txt[] + +// Return to normal title levels. +:leveloffset: 0 + + Using the Public Access Catalog ===============================