From: Morkor Quarshie <msq2@students.calvin.edu> Date: Wed, 28 Feb 2018 21:27:05 +0000 (-0500) Subject: Docs: Update Authorities.adoc X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=7c98f7498506ec9aef9f9abe95a23d0b581c3df0;p=contrib%2FConifer.git Docs: Update Authorities.adoc - Revised instructions to match web client. - Added new screenshots. - Improved instructions for "Non-filing indicator". - Minor line formatting changes. Signed-off-by: Remington Steed <rjs7@calvin.edu> --- diff --git a/docs/admin/authorities.adoc b/docs/admin/authorities.adoc index e0932ceee8..5a77a99097 100644 --- a/docs/admin/authorities.adoc +++ b/docs/admin/authorities.adoc @@ -7,7 +7,7 @@ Authority Control Sets The tags and subfields that display in authority records in Evergreen are proscribed by control sets. The Library of Congress control set is the default -control set in Evergreen. In Evergreen release 2.2, you can create customized +control set in Evergreen. You can create customized control sets for authority records. Also, you can define thesauri and authority fields for these control sets. @@ -21,17 +21,17 @@ default. The control sets feature enables librarians to add or customize new control sets. To access existing control sets, click *Administration* -> *Server Administration* -> -*Authorities* -> *Control Sets*. +*Authority Control Sets*. + +image::media/Authority_Server_Admin_Menu.png[Server administration authority actions] Add a Control Set ^^^^^^^^^^^^^^^^^ -. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*. +. Click *Administration* -> *Server Administration* -> *Authority Control Sets*. . Click *New Control Set*. -. Add a *Name* to the control set. Enter any number -of characters. -. Add a *Description* of the control set. Enter any number of -characters. +. Add a *Name* to the control set. Enter any number of characters. +. Add a *Description* of the control set. Enter any number of characters. . Click *Save*. image::media/Authority_Control_Sets1.jpg[Authority_Control_Sets1] @@ -46,17 +46,16 @@ Subj in the authority record. Eleven thesauri associated with the Library of Congress control set exist by default in the staff client. To access an existing thesaurus, click *Administration* -> *Server Administration* -> -*Authorities* -> *Control Sets*, and choose the hyperlinked thesaurus that you -want to access, or click *Administration* -> *Server Administration* -> *Authorities* -> -*Thesauri*. +*Authority Control Sets*, and choose the hyperlinked thesaurus that you +want to access, or click *Administration* -> *Server Administration* -> *Authority Thesauri*. Add a Thesaurus ^^^^^^^^^^^^^^^ -. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*, +. Click *Administration* -> *Server Administration* -> *Authority Control Sets*, and choose the hyperlinked thesaurus that you want to access, or click *Admin* --> *Server Administration* -> *Authorities* -> *Thesauri*. +-> *Server Administration* -> *Authority Thesauri*. . Click *New Thesaurus*. . Add a *Thesaurus Code*. Enter any single, upper case character. This character will be entered in the fixed fields of the MARC record. @@ -79,7 +78,7 @@ tag in the bibliographic record that would contain the same data. Create an Authority Field ^^^^^^^^^^^^^^^^^^^^^^^^^ -. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*. +. Click *Administration* -> *Server Administration* -> *Authority Control Sets*. . Click *Authority Fields*. The number in parentheses indicates the number of authority fields that have been created for the control set. . Click *New Authority Field*. @@ -87,14 +86,15 @@ authority fields that have been created for the control set. . Add a *Description* to describe the type of data that should be entered in this tag. Enter any number of characters. . Select a *Main Entry* if you are linking the tag(s) to another entry. -. Add a *tag* in the authority record. +. Add a *Tag* in the authority record. . Add a subfield in the authority record. Multiple subfields should be entered without commas or spaces. -. Add either a value of 1, 2, or leave empty if not applicable for the *Non-filing -indicator* field to denote the which will be the non-filing indicator. +. Add a *Non-filing indicator* (either 1 or 2) to denote which indicator +contains non-filing information. Leave empty if not applicable. + . Click *Save*. + -image::media/Authority_Control_Sets3.jpg[Authority_Control_Sets3] +image::media/Authority_Control_Sets_Fields_Edit.png[Authority Fields edit form] + . Create the corresponding tag in the bibliographic record that should contain this information. Click the *None* link in the *Controlled Bib Fields* column. @@ -117,7 +117,7 @@ axes. Create a new Browse Axis ^^^^^^^^^^^^^^^^^^^^^^^^ -. Click *Administration* -> *Server Administration* -> *Authorities* -> *Browse Axes* +. Click *Administration* -> *Server Administration* -> *Authority Browse Axes* . Click *New Browse Axis*. . Add a *code*. Do not enter any spaces. . Add a *name* to the axis that will appear in the OPAC. Enter any number of @@ -129,9 +129,12 @@ the results will be displayed. image::media/Authority_Control_Sets5.jpg[Authority_Control_Sets5] . Assign the axis to an authority so that users can find the authority record when browsing authorities. Click *Administration* -> *Server Administration* -> -*Authorities* -> *Control Sets*. +*Authority Control Sets*. . Choose the control set to which you will add the axis. Click *Authority -Fields* +Fields*. ++ +image::media/Authority_Control_Sets_Fields.png[Authority fields link] + . Click the link in the *Axes* column of the tag of your choice. . Click *New Browse Axis-Authority Field Map*. . Select an *Axis* from the drop down menu. diff --git a/docs/media/Authority_Control_Sets_Fields.png b/docs/media/Authority_Control_Sets_Fields.png new file mode 100644 index 0000000000..999f791dfa Binary files /dev/null and b/docs/media/Authority_Control_Sets_Fields.png differ diff --git a/docs/media/Authority_Control_Sets_Fields_Edit.png b/docs/media/Authority_Control_Sets_Fields_Edit.png new file mode 100644 index 0000000000..e956a11c67 Binary files /dev/null and b/docs/media/Authority_Control_Sets_Fields_Edit.png differ diff --git a/docs/media/Authority_Server_Admin_Menu.png b/docs/media/Authority_Server_Admin_Menu.png new file mode 100644 index 0000000000..fe01149f63 Binary files /dev/null and b/docs/media/Authority_Server_Admin_Menu.png differ