From: Steve Sheppard Date: Tue, 3 Aug 2010 20:58:28 +0000 (-0400) Subject: updates to My Account section X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=3761f951549ff605aa143406fe275595bb6efdb0;p=evergreen%2Ftadl.git updates to My Account section --- diff --git a/1.6/catalog/myaccount-bookbags.xml b/1.6/catalog/myaccount-bookbags.xml new file mode 100644 index 0000000000..209c612d44 --- /dev/null +++ b/1.6/catalog/myaccount-bookbags.xml @@ -0,0 +1,93 @@ + + + + + My Account - Bookbags + Create and Manage Bookbags + + +
+ About My Bookbags + + My Bookbags is a feature that allows you to create lists of library materials (books, audiobooks, videos, etc.) These lists create links to records in the catalog, but are otherwise completely private and only accessible by you when logged in to your My Account. + + You have the option to share specific lists with people whom you choose (send them the direct URL), or more generally via RSS feed. Shared bookbags do NOT create a link to your personal library account information or private bookbags. You can share or un-share bookbags at any time. + + You can create as many bookbags and you want.  Your bookbags will stay in your account until you delete them. + + Items remain in bookbags until you remove them. Even if the item record is removed from the catalog, the bookbag entry will remain (but there will be no link to the catalog.) +
+ +
+ Create a new Bookbag + + + + Login to My Account , click My Bookbags + + + At Create a new Bookbag, enter the name of the new Bookbag + + + Share – yes or no + + + Click Submit + + + Click OK + + +
+ +
+ Add items to a Bookbag + + + + Search for an item, open the Title Record + + + Open the More Actions... list; click the Bookbag name + + + Click OK + + +
+ +
+ Share a Bookbag + + + Login to My Account, click My Bookbags + + + Find the Bookbag to share, click Share this Bookbag + + + Click OK + + + Click OK + + + Click View to open the list as a webpage – copy and send this URL to selected recipients or embed in another website + + + Click the RSS symbol add the list to an RSS reader + + +
+ +
+ + + + + + + +
+ diff --git a/1.6/catalog/myaccount-itemscheckedout.xml b/1.6/catalog/myaccount-itemscheckedout.xml new file mode 100644 index 0000000000..d1bb70fe66 --- /dev/null +++ b/1.6/catalog/myaccount-itemscheckedout.xml @@ -0,0 +1,31 @@ + + + + + My Account - Items Checked Out + Manage items currently checked out + + +
+ About Managing Items Checked Out in My Account + All items currently borrowed, overdue items, renewals remaining, renew items, non-cataloged types checked out. + +
+ Actions include: + + + stuff goes here... + + +
+ + + + + + + + +
+ diff --git a/1.6/catalog/myaccount-itemsonhold.xml b/1.6/catalog/myaccount-itemsonhold.xml new file mode 100644 index 0000000000..5770541048 --- /dev/null +++ b/1.6/catalog/myaccount-itemsonhold.xml @@ -0,0 +1,86 @@ + + + + + My Account - Manage Holds + Manage items currently being requested + + +
+ About Managing Holds in My Account + From My Account patrons can manage items currently being requested. + +
+ 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 + + + Set Active Date – specify a date at which the suspension will be lifted + + + Cancel –remove the hold request + + +
+ +
+ Edit options include: + + + + Enable/disable phone notifications + + + Change telephone number for notification + + + Enable/disable email notification + + + Change pick up library + + + Change expiration date + + + Suspend + + + Activate date + + +
+
+ +
+ Procedure + + + Login to My Account, click the Items on Hold tab + + + Select the hold to modify + + + Click Edit or Actions for Selected Holds… + + + Select the change to make, follow the steps on the screen + + + + + + + + + + +
+ diff --git a/1.6/catalog/myaccount-login.xml b/1.6/catalog/myaccount-login.xml new file mode 100644 index 0000000000..71804025ac --- /dev/null +++ b/1.6/catalog/myaccount-login.xml @@ -0,0 +1,59 @@ + + + + + My Account - Login + Logging In (including required password change on first login, as well as self selected username alternative to card number) + + +
+ Login to the OWWL Online Catalog + +
+ Procedure + + + + Open a web browser and go to: [URL] + + + 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. + + + + Click Login + + At the first login, or following a password reset, you will be prompted to change your password. + After updating the 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 Go! + If using a public computer be sure to log out! + + + + + + + + + + +
+
+ diff --git a/1.6/catalog/myaccount-renewitems.xml b/1.6/catalog/myaccount-renewitems.xml new file mode 100644 index 0000000000..9db9b4242f --- /dev/null +++ b/1.6/catalog/myaccount-renewitems.xml @@ -0,0 +1,39 @@ + + + + + My Account - Renew Items + Renew selected items + + +
+ Procedure + + + + Login to My Account, open Items Checked Out tab + + + Select the items to renew + + + Click Renew Selected Items + + + Click OK + + + Click OK + + + + + + + + + + +
+ diff --git a/1.6/catalog/myaccount-summary.xml b/1.6/catalog/myaccount-summary.xml new file mode 100644 index 0000000000..21e34ac53c --- /dev/null +++ b/1.6/catalog/myaccount-summary.xml @@ -0,0 +1,28 @@ + + + + + My Account - Summary + View Staff Notes, home library, address, and phone numbers. Change account username, +password, and email. + + +
+ Procedure + + + + stuff goes here... + + + + + + + + + + +
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