From: rsoulliere Date: Wed, 23 Mar 2011 15:15:52 +0000 (-0400) Subject: Backport admin-lsa file and images to 2.0. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=4d26063f7b10de5d34f6a1fe3df58f13ac924386;p=evergreen%2Fmasslnc.git Backport admin-lsa file and images to 2.0. --- diff --git a/2.0/admin/admin-lsa_2.0.xml b/2.0/admin/admin-lsa_2.0.xml new file mode 100644 index 0000000000..eb78e7b211 --- /dev/null +++ b/2.0/admin/admin-lsa_2.0.xml @@ -0,0 +1,1930 @@ + + + + Local Administration Menu + +
+ + Overview + + + Many Evergreen configuration options are available under the + Admin (-) + Local Administration + rollover menu. + Settings are also available from the Local Administration page. + Either access point can be used, but examples in this manual use the more comprehensive + Local Administration rollover menu. + Items on this menu are visible to anyone logged into the staff client but usually + require special permissions to edit. The following table describes each of the menu options. + + + + + + + Menu option + Description + + + + + + Receipt Template Editor + + Customize printed receipts (checkout receipts, hold slips, etc) for a + single workstation + + + + Global Font and Sound Settings + + Change font size and sound settings for a single workstation + + + + Printer Settings Editor + + Configure printer settings for a single workstation + + + + Closed Dates Editor + + Set library closure dates (affects due dates and fines) + + + + Copy Locations Editor + + Create and edit copy locations, also known as shelving locations + + + + Library Settings Editor + + Detailed library configuration settings + + + + Non-Catalogued Type Editor + + Create and edit optional non-catalogued item + types + + + + + Statistical Categories Editor + + Create and manage optional categories for detailed patron/item + information + + + Standing Penalties + + admin settings + + + + + Group Penalty Thresholds + + Set library-specific thresholds for maximum items out, maximum overdues, + and maximum fines + + + Field Documentation + + admin settings + + + + Notifications / Action Triggers + + admin settings + + + + + Surveys + + Create patron surveys to be completed at patron registration + + + + Reports + + Generate reports on any field in the Evergreen database + + + + Cash Reports + + View summary report of cash transactions for selected date range + + + + Transit List + + View items in transit to or from your library during selected date + range + + + Circulation Policies + + admin settings + + + + Hold Policies + + admin settings + + + + + +
+
+ + Receipt Template Editor + receipt template editor + + + This tip sheet will show you how to customize your receipts.  This example will walk you + through how to customize the receipt that is printed on checkout.   + + Receipt templates are saved on the workstation, but it is possible to export the templates + to import to other workstations.   + + + + + Select Admin (-)Local AdministrationReceipt Template Editor.   + + + + + + Select the checkout template from the dropdown menu. +   + + + + + You can edit the Header, Line + Item or Footer on the right hand side.   + + + + In the upper right hand corner you can see the available macros by clicking on the + Macros button.  A macro prints a real value from the database. + The macros that are available + vary slightly between types of receipt templates (i.e. bills, holds, items). + + + + Here are the available macros for an item receipt, like a checkout receipt.   + + + screenshot of staff client + + + + + + + + + + + + + + Adding an image + + + + You can edit the Header to have an image.  This is the default checkout Header. +   + + + + Using HTML tags you can insert a link to an image that exists on the web.  The + link will end in .jpg or possibly .gif.  To + get this link you can right click on the image and choose Copy Image + Location (Firefox).   + +If you are using Internet Explorer right click and select Save Picture + As… + + + + + Enter the URL of the + link for the image that you just copied off a website. + +By clicking outside the Header box the Preview will update to reflect the edit you just + made.   + + + + If the image runs into the text, add a <br/> after the + image to add a line break. + + You may use most HTML tags.  See http://www.w3schools.com/html/ for more information on HTML tags.   + + + + Line Item + + + This is what the default Line Item looks like: + + + + screenshot of staff client + + + + + + + + + + In this example, the macro %barcode% prints the item barcodes of the books that were + checked out.  The macro %due_date% prints the due date for each item that was checked out. +   + + In this example, we will not make any changes to the Line Item + + + The due date can only be printed in the YYYY-MM-DD format. + + + + + Editing the footer + + + + This is what the default Footer looks like: + + + + screenshot of staff client + + + + + + + + + + + Remove the “You were helped by %STAFF_FIRSTNAME% <br/>”.  As many + libraries use a generic circulation login on the circulation desk, the “You were + helped by…” note isn’t meaningful.   + + + + screenshot of staff client + + + + + + + + + + Once you have the checkout template how you want it, click Save Locally to save + the template to your computer.   + + + + + screenshot of staff client + + + + + + + + + Click OK. + + + + + screenshot of staff client + + + + + + + + + + The footer is a good place to advertise upcoming library programs or events.   + + + + + Exporting templates + + + As you can only save a template on to the computer you are working on you will need to + export the template if you have more than one computer that prints out receipts (i.e., more + than one computer on the circulation desk, or another computer in the workroom that you use + to checkin items or capture holds with). + + + Click on Export.   + + + + + screenshot of staff client + + + + + + + + + + + + + Select the location to save the template to, name the template, and click Save. +   + + + screenshot of staff client + + + + + + + + + + + + + Click OK.   + + + screenshot of staff client + + + + + + + + + + + + + Importing Templates + + + + Click Import. + + + + screenshot of staff client + + + + + + + + + + + Navigate to and select the template that you want to import.  Click Open. + + + + screenshot of staff client + + + + + + + + + + + Click OK. + + + + screenshot of staff client + + + + + + + + + + + + Click Save Locally. + + + screenshot of staff client + + + + + + + + + + + Click OK. + + + + + screenshot of staff client + + + + + + + + + +
+
+ + Global Font and Sound Settings + staff clientfonts + + + Global Font and Sound Settings apply to the current workstation + only. Use to turn staff client sounds on/off or to adjust the font size in the staff client + interface. These settings do not affect OPAC font sizes. + + + Select + Admin (-) + Local Administration + Global Font and Sound Settings + . + + + + staff clientsounds + 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.   + + + screenshot of staff client + + + + + + + + + + To change the size of the font, pick the desired option and click + Save to Disk.   + + + screenshot of staff client + + + + + + + + + +
+
+ + Printer Settings Editor + staff clientprinter settings + + Use the Printer Settings Editor to configure printer output for + each workstation. + + + Select + Admin (-) + Local Administration + Printer Settings Editor + . + + + + From this screen you can print a test page, or alter the page settings for your + receipt printer.   + + + screenshot of staff client + + + + + + + + + + Click on Page Settings to change printing format and + option settings.  Click on the Margins & + Header/Footer tab to adjust + + + screenshot of staff client + + + + + + + + + +
+
+ + Closed Dates Editor + closed dates editor + + These dates are in addition to your regular weekly closed days (see ).    Both regular closed days and those entered in the + Closed Dates Editor affect due dates and fines: + + + + Due dates + closed dates editordue dates + Due dates that would fall on closed days are automatically pushed forward to + the next open day. Likewise, if an item is checked out at 8pm, for example, and + would normally be due on a day when the library closes before 8pm, Evergreen + pushes the due date forward to the next open day. + + + + + Overdue fines + closed dates editorfines + Overdue fines are not charged on days when the library is closed. + + + + + Multi-Day Closing + + + Select + Admin (-) + Local Administration + Closed Dates Editor + . + + + + Select Add Multi-Date Closing if your closed dates + are entire business days. + + + screenshot of staff client + + + + + + + + + + Enter applicable dates and a descriptive reason for the closing and click + Save.  Check the Apply to all of my + libraries box if your library is a multi-branch system and the + closing applies to all of your branches.   + + + screenshot of staff client + + + + + + + + + + + You can type dates into fields using YYYY-MM-DD format or use calendar widgets to + choose dates. + + + + Detailed Closing + + If your closed dates include a portion of a business day, select Add Detailed + Closing at , then enter detailed hours and + dates and click Save. Time format must be HH:MM. + + + screenshot of staff client + + + + + + + + +
+
+ + Copy Locations Editor + copy locations editor + + + + Select + Admin (-) + Local Administration + Copy Locations Editor + . + + + + You can create new copy locations, or edit existing copy locations. To create a + new shelving location type in the name, and select Yes or + No for the various attributes: OPAC Visible, + Holdable, Circulate, and Hold Verify. + Holdable means a patron is able to place a hold on an item + in this location; Hold Verify means staff will be prompted + before an item is captured for a hold.  Finally click + Create. + + + screenshot of staff client + + + + + + + + + + + In the bottom part of the Copy Locations Editor you can + edit or delete existing copy locations. You cannot delete a location that contains + items. In this example the copy location Adult Videos is + being edited. + + + screenshot of staff client + + + + + + + + + + There are also options in the Copy Editor for a copy to be + OPAC Visible-yes or no, Holdable-yes or no, + or Circulate-yes or no.  If either the copy record or the shelving + location is set to Circulate-no, then the item will not be able to circulate. + + + This is where you see the shelving locations in the Copy + Editor: + + + + screenshot of staff client + + + + + + + This is where the shelving location appears in the OPAC. + + + screenshot of staff client + + + + + +
+
+ + Library Settings Editor + library settings editor + + With the Library Settings Editor Local System Admnistrators (LSAs) + can optionally customize Evergreen's behaviour for a particular library or library system. + For descriptions of available settings see the Settings Overview table below. + + To open the Library Settings Editor select + Admin (-) + Local Adminstration + Library Settings Editor + . + + Settings Overview + This table describes available settings and shows which LSAs can change on a + per-library basis. Below the table is a list of data types with details about acceptable + settings values. + + + + + + + + + Setting + Description + Data type + Notes + + + + + Alert on empty bib records + Alert staff before the last copy for a record is deleted + True/false + + + + Allow Credit Card Payments + Not available + True/false + + + + Change reshelving status interval + Amount of time to wait before changing an item from “reshelving” status + to “available” + + Duration + + + + + Charge item price when marked damaged + If true Evergreen bills item price to the last patron who checked out + the damaged item. Staff receive an alert with patron information and must + confirm the billing. + + True/false + + + + + + Charge processing fee for damaged items + Optional processing fee billed to last patron who checked out the + damaged item. Staff receive an alert with patron information and must + confirm the billing. + Number (dollars) + Disabled when set to 0 + + + Circ: Lost items usable on checkin + Lost items are usable on checkin instead of going 'home' first + + True/false + + + + + Circ: Restore overdues on lost item return + If true when a lost item is checked in overdue fines are charged (up to + the maximum fines amount) + + True/false + + + + + + + Circ: Void lost item billing when returned + If true,when a lost item is checked in the item replacement bill (item + price) is voided. If the patron has already paid the bill a credit is + applied. + + True/false + + + + + + + Circ: Void lost max interval + Items that have been lost this long will not result in voided billings + when returned. Only applies if Circ: Void lost item + billing or Circ: Void processing fee on lost + item are true. + + Duration + + + + + + + Circ: Void processing fee on lost item return + If true the processing fee is voided when a lost item is + returned + + True/false + + + + + + + Default Item Price + Replacement charge for lost items if price is unset in the + Copy Editor + . Does not apply if item price is set to $0 + Number (dollars) + + + + + + Default locale + Sets language used in staff client + Text (dollars) + + Can be set for each workstation at login + + + + Do not automatically delete empty bib records + If false bib records (aka MARC records) will automatically be deleted + when the last attached volume is deleted + + True/false + + + Set to false to avoid orphaned bib records + + + + GUI: Above-Tab Button Bar + If true the staff client button bar + appears by default on all workstations registered to your library; staff can + override this setting at each login. + + True/false + + + + + + + GUI: Alternative Horizontal Patron Summary Panel + If true replaces the vertical patron summary panel with a horizontal one + on all workstations registered to your library + + True/false + + + + + + + GUI: Network Activity Meter + If true displays a progress bar when the staff client is sending or + receiving information from the Evergreen server + + True/false + + + + + + GUI: Patron display timeout interval + Patron accounts opened in the staff client will close if inactive for + this period of time + + Duration + + + Not functional in this version of Evergreen + + + + Holds: Estimated Wait (Days) + Average number of days between check out and check in, multiplied by a + patron's position in the hold queue to estimate wait for holds + + Number + + + Not yet implemented + + + + Holds: Expire Alert Interval + Time before a hold expires at which to send an email notifying the + patron + + Duration + + + Only applies if your library notifies patrons of expired holds. + + + + Holds: Expire Interval + Amount of time until an unfulfilled hold expires + + Duration + + + + + + + Holds: Hard boundary + Administrative setting + + Number + + + + + + Holds: Soft boundary + Administrative setting + + Number + + + + + + + Holds: Soft stalling interval + Administrative setting + + Duration + + + + + + Juvenile Age Threshold + Upper cut-off age for patrons to be considered juvenile, calculated from + date of birth in patron accounts + Duration (years) + + + + + + Lost Materials Processing Fee + The amount charged in addition to item price when an item is marked los. +   + Number (dollars) + + + + + + Maximum previous checkouts displayed + Number of previous circulations displayed in staff client + + Number + + + + + + OPAC Inactivity Timeout (in seconds) + Number of seconds of inactivity before OPAC accounts are automatically + logged out. + + Number + + + + + + + OPAC: Allow pending addresses + If true patrons can edit their addresses in the OPAC. Changes must be + approved by staff + + True/false + + + + + + Password format + Defines acceptable format for OPAC account passwords + Regular expression + + Default requires that passwords "be at least 7 characters in length, + contain at least one letter (a-z/A-Z), and contain at least one number. + + + + + Patron barcode format + Defines acceptable format for patron barcodes + Regular expression + + + + + + Patron: password from phone # + If true the last 4 digits of the patron's phone number is the password + for new accounts (password must still be changed at first OPAC + login) + + True/false + + + + + + Selfcheck: Patron Login Timeout (in seconds) + Administrative setting + + Number + + + Not for SIP connections + + + + Selfcheck: Pop-up alert for errors + Administrative setting + + True/false + + + Not for SIP connections + + + Selfcheck: Require patron password + Administrative setting + + True/false + + + Not for SIP connections + + + + Sending email address for patron notices + This email address is for automatically generated patron notices (e.g. + email overdues, email holds notification).  It is good practice to set up a + generic account, like info@nameofyourlibrary.ca, so that one person’s + individual email inbox doesn’t get cluttered with emails that were not + delivered. + + Text + + + + + + + Show billing tab first when bills are present + If true, accounts for patrons with bills will open to the billing tab + instead of check out + + True/false + + + + + Staff Login Inactivity Timeout (in seconds) + Number of seconds of inactivity before staff client prompts for login + and password. + + Number + + + + + + + Void overdue fines when items are marked lost + If true overdue fines are voided when an item is marked lost + + True/false + + + + + + + + + + + Acceptable formats for each setting type are + listed below. Quotation marks are never required when updating settings in the staff + client. + + + + + + + + + + + + Data type + Formatting + + + + + + + + True/false + Select value from drop-down menu + + + Number + Enter a numerical value (decimals allowed in price settings) + + + Duration + Enter a number followed by a space and any of the following units: + minutes, hours, days, months (30 minutes, 2 days, etc) + + + Text + Free text + + + + + + + + + + + + +
+
+ + Non-Catalogued Type Editor + non-catalogued type editor + + + This is where you configure your non-catalogued types that appear in the dropdown menu + for non-catalogued circulations.  + + + + + Select + Admin (-) + Local Administration + Non Catalogued Type Editor + . + + + + + + + To set up a new non-catalogued type, type the name in the left hand box, and + choose how many days the item will circulate for.  Click + Create. + + + screenshot of staff client + + + + + + + + Select the Circulate In-House box for non-catalogued items + that will circulate in house.  This can be used to manually track computer use, or + meeting room rentals.   + + + + + + + + This is what the dropdown menu for non-catalogued circulations in the patron checkout + screen looks like: + + + + screenshot of staff client + + + + + + + +
+
+ + Group Penalty Thresholds + group penalty thresholds + + Group Penalty Thresholds block circulation transactions for users who exceed maximum + check out limits, number of overdue items, or fines. Settings for your library are + visible under + Admin (-) + Local Administration + Group Penalty Thresholds + . + + + + + + + + + + + Penalty + Effect + + + + + + + + PATRON_EXCEEDS_FINES + + Blocks new circulations and renewals if patron exceeds X in fines + + + + PATRON_EXCEEDS_OVERDUE_COUNT + + Blocks new circulations and renewals if patron exceeds X overdue items + + + + + PATRON_EXCEEDS_CHECKOUT_COUNT + + Blocks new circulations if patron exceeds X items out + + + + + + + + + + + + Accounts that exceed penalty thresholds display an alert message when opened and + require staff overrides for blocked transactions. + + + patron account with circulation blocks + + + + + + + + + + + + + Penalty threshold inheritance rules + + + Local penalty thresholds are identified by Org Unit and + appear in the same table as the system wide defaults. + + + + group penalty threshold table + + + + + + + + + Where there is more than one threshold for the same penalty Evergreen gives + precedence to local settings. In this example Salt Spring Island Public Library (BGSI) + patrons are blocked when owing $5.00 in fines ( + + + + ) instead of the system default( + + + + ). + + Thresholds + + + + and + + + + are both for BGSI but apply to different user profile groups. + Threshold + + + + limits all patrons to a maximum of 12 items out, but + + + + provides an exception for the Board + profile. + + + + Multi-branch libraries may create rules for the entire library system or for + individual branches. Evergreen will use the most specific applicable rule. + + + + + + + + Creating local penalty thresholds + group penalty thresholdscreating local penalty thresholds + Local System Administrators can override the system defaults by creating local penalty + thresholds for selected patron groups. + + + + Select + Admin (-) + Local Administration + Group Penalty Thresholds + . + + + + + + + Click New Penalty Threshold. + + + group penalty threshold interface + + + + + + + + + + + + + The new penalty pop-up appears. Complete all fields and click + Save. + + + new penalty threshold form + + + + + + + + + + + + + + Group - the profile group to which the rule applies. + Selecting Patrons includes all profiles below it in the + user hierarchy. + + + + + + + + + Org Unit - multi-branch libraries may create rules for + individual branches or the entire library system. + + + + + + + + + Penalty - select + PATRON_EXCEEDS_CHECKOUT_COUNT, + PATRON_EXCEEDS_OVERDUE_COUNT, or + PATRON_EXCEEDS_FINES + + + + + + After clicking Save the new threshold appears with + the defaults. Evergreen always gives precedence to local settings (in + this example, BSP). + + + group penalty threshold interface + + + + + + + + + + + Deleting or editing local penalty thresholds + + To delete a local threshold select the row to remove and click Delete + Selected. The threshold is removed immediately without further + confirmation. + + + screenshot of staff client + + + + + + + + To edit a local threshold, double-click the desired row to open the pop-up form. + Edit the form and click Save. New settings take effect + immediately. + + + screenshot of staff client + + + + + + + +
+
+ + Statistical Categories Editor + statistical categories editor + + This is where you configure your statistical categories (stat cats).  Stat cats are a + way to save and report on additional information that doesn’t fit elsewhere in Evergreen's + default records.  It is possible to have stat cats for copies or patrons.   + + + + Select + Admin (-) + Local Administration + Statistical Categories Editor + . + + + + To create a new stat cat, enter the name of the stat cat, select if you want + OPAC Visiblity, and select either + patron or copy from the + Type dropdown menu.   + + + screenshot of staff client + + + + + + + + + + Copy Stat Cats + copy stat cats + The image above shows some examples of copy stat cats. You would see these when + editing items in the Copy Editor, also known as the Edit + Item Attributes screen. You might use copy stat cats to track books you + have bought from a specific vendor, or donations. + + + + This is what the copy stat cat looks like in the Copy + Editor. + + + screenshot of staff client + + + + + + + + + + Patron stat cats + patron stat cats + Below are some examples of patron stat cats.  Patron stat cats can be used to keep + track of information like the high school a patron attends, or the home library for a + consortium patron, e.g. Interlink. You would see these in the fifth screen of patron + registration/edit patron.   + + + + screenshot of staff client + + + + + + + + This is what the patron stat cat looks like in the patron registration screen.  It + looks very similar in the patron edit screen. + + + screenshot of staff client + + + + + + +
+
+ Field Documentation + Field Documentation is custom field-level documentation that explains individual fields for + library staff. As of 2.0, the field documentation only is used in the Patron Registration screen. + + Administering Field Documentation + field documentationadministering field documentation + If their permission settings allow, staff members can create local field documentation. This + requires the ADMIN_FIELD_DOC permission. The 'depth' at which that permission is applied, is the maximum + level of the org tree at which the staff member will be able to create field documentation. + + + In the staff client, select + Admin + Local Administration + Field Documentation + + + + Click the New button. + + + Using the fm_class selector, select the database table for which you wish to create Field Documentation. This will show all of the + existing Field Documentation for that table. + As of Evergreen 2.0, only the ILS User table is used anywhere in the Evergreen UI + + + Using the owner selector, select the topmost org unit at which you would like the field documentation to be available. + + + Using the field selector, select the field you wish to document. + + + Enter your actual documentation in the string text box. + + + Click Save to save your Field Documentation entry + + + + To view field documentation for different tables, use the Class selector to filter the Field Documentation list + + + + Patron Field Documentation + field documentationpatron field documentation + On the patron registration screen there are small boxes along the left hand side. If a magnifying glass appears, you may click that magnifying + glass to retrieve the Field Documentation for that patron field. + +
+
+ + Surveys + surveys + + This section illustrates how to create a survey, shows where the survey responses are saved + in the patron record, and explains how to report on surveys. + + Survey questions show up on the 6th patron registration screen, or on the 6th patron edit + screen. Surveys questions can be optional or required. Some examples of survey questions + might include: Would you use the library if it were open on a Sunday? + Would you like to be contacted by the library to learn about new + services? Do you attend library programs? + + Surveys come up when a patron is first registered. If you would like staff to ask the + survey questions when the patron’s library card is renewed, you’ll need to make that part of + local procedure. + + It is possible to run reports on survey questions. For example, you could find out how + many people say they would use the library if it were open on a Sunday, or you could get a + list of patrons who say they would like to receive marketing material from the library. + + + + + From the Admin (-) menu, select + Local Administration + Surveys + . + + + surveys interface + + + + + + + + + + + + + The Survey List will open. In this example the table is + empty because no surveys have been created. Click Add New + Survey. + + + surveys interface + + + + + + + + + + + + + Fill out the New Survey form, then click Save + Changes. + + + surveys interface + + + + + + + + A few tips when creating a new survey: + + + Start Date must always be in the future. It is not + possible to add questions to a survey after the start date. + + + Dates should be in YYYY-MM-DD format + + + OPAC Survey? and Poll Style? are + not yet implemented - leave unchecked + + + Check Is Required if the survey should be mandatory + for all new patrons + + + Check Display in User Summary to make survey answers + visible from patron records + + + + + + + + A summary of your new survey will appear. Type the first survey question in + the Question field, then click Save Question + & Add Answer. Survey questions are multiple + choice. + + + + surveys interface + + + + + + + + + + + + + + Enter possible multiple choice answers and click Add + Answer. Each question may have as many answers as you + like. + + + surveys interface + + + + + + + + + + + + Repeat the steps above to add as many questions and answers as you wish. When + finished click Save, then Go Back to + return to the survey list. + + surveys interface + + + + + + + + + Your new survey will appear in the Survey List table. To make further changes click the survey name to open the detailed view. + + + surveys interface + + + + + + + + + This is what the survey looks like in the patron registration/edit screen. Note that in + this example this survey question appears in red and is required as the + Is Required box was checked when creating the survey. + + + surveys interface + + + + + + + To see a patron’s response to a survey, retrieve the patron record. Click OtherSurveys to see the response. + + surveys interface + + + + + + + surveys interface + + + + + +
+
+ + Cash Reports + cash reports + + + + + Select + Admin (-) + Local Administration + Cash Reports + . + + + + Select the start date and the end date that you wish to run a cash report for. +  You can either enter the date in the YYYY-MM-DD format, or click on the calendar + icon to use the calendar widget.   + + + screenshot of staff client + + + + + + + + + Select your library from the drop down menu.  Click Go. +   + + + + The output will show cash, check, and credit card payments.  It will also show + amounts for credits, forgiven payments, work payments and goods payments (i.e. + food for fines initiatives).  The output will look something like this: + + + screenshot of staff client + + + + + + + + + + + By clicking on the hyperlinked column headers (i.e. workstation, + cash_payment, check_payment, etc.) it is + possible to sort the columns to order the payments from smallest to largest, or largest + to smallest, or to group the workstation names.   + +
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