From: Robert Soulliere Date: Mon, 9 Aug 2010 13:41:23 +0000 (-0400) Subject: change dirctory name catalog to opac. update root.xml accordingly. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=8ed07237a9bae1a735b987139f9ccc0fe79f3fdb;p=evergreen%2Fpines.git change dirctory name catalog to opac. update root.xml accordingly. --- diff --git a/1.6/catalog/advancedsearch.xml b/1.6/catalog/advancedsearch.xml deleted file mode 100644 index 00b54a67da..0000000000 --- a/1.6/catalog/advancedsearch.xml +++ /dev/null @@ -1,94 +0,0 @@ - - - - Advanced Search - - Advanced searches allow users to perform more complex searches by providing more options. Many kinds of searches can be performed from the - Advance Search screen. - - -
- Quick Search - You can see from the drop down list below, that Quick Search also allows you to search by: - - ISSN (International Standard Serial Number) - Call Number - LCCN (Library of Congress Card Number) - TCN (Title Control Number) - Item Barcode - - - To search by LCCN, replace the hyphen with a 0 (zero). To search by ISSN, replace the hyphen with a space. - When using Quick Search, only that field is used for the search. - Anything entered in other search fields does not affect your search, and the other fields will not be cleared after a Quick Search - is performed. - The Quick Search function cannot be limited to your local library. A Quick Search searches all of Evergreen. - -
-
- Using Search Input - The search input boxes allow you to search by Keyword, Title, Author, Subject, and Series, and to combine these searches to narrow your results. - The default setting displays three boxes for keyword searches. You can click on the down arrows to select Title, Author, Subject or Series as well. - If desired, you can use different searches in the different boxes. For instance, you can enter the title of a book in one box, and the author in another. - More search rows may be added by clicking the Add Search Row button. You can delete search rows by clicking the X button next to the search row. - Keyword searches are very general and will give you many results. - You can also adjust your searches by changing your selection from Contains to Matches Exactly or - Does not contain . - Since Evergreen uses stem searching, doing a Keyword search with Contains will give you results with words related to the search term. - Limiting your title search to Matches Exactly will not limit to titles that contain nothing but your search string, but rather titles that - contain your exact search string. - When doing searches for one word titles, it is extremely useful to limit by author as well. - If you go back to the search screen, your last search will be retained. However, the display reorders the search categories. Author - will be displayed on the top. -
-
- Sort Criteria - Below the Search Input box are the Sort Criteria and Search Library boxes. The Sort Criteria - box is on the left, and allows you to change the way your search results are sorted. - The default Sort Criteria is by Relevance. Generally items are considered more relevant the more often your search terms show up within a - bibliographic record. - You can also choose to sort your results alphabetically by author or title, or chronologically by publication date. - When you select Title, Author or Publication Date, the drop down box below becomes active. - You can then select Ascending / A to Z or Descending / Z to A. - For Publication Date, selecting Ascending give you the oldest works first, and Descending will give you the most recent works first. - The Sort Criteria box also allows you to group titles and formats, so that they all display on one line in your search results. - Limiting your title search to Matches Exactly will not limit to titles that contain nothing but your search string, but rather titles that contain - your exact search string. - When Group Formats and Editions is selected, most manifestations of a work will be grouped together in one line in your search results. Below the first - line includes both print and sound recordings. When the same search is performed with out the box checked, the results show 14 different records including various manifestations, - as well as some records which probably need to be merged. The Group Formats and Editions will remain checked or unchecked until you change it again. -
-
- Search Library - The Search Library box allows you to change the search range, and to limit searches to available items. - In addition to changing the search range to your branch, your local library system, or the entire system, you can limit your search to a particular library other - than your home library. Select Choose a different library, to select from a list of libraries in the system. - You can click on the library system name on the list, or click the arrow next to the system name to choose a particular branch. - When you select a name from the list, you will return to the search screen and that library will show in the Search Library box. - The Search library box also allows you to limit your search to items that are available for checkout. Place a check mark in the - Limit to Available box. - If your search range is Everywhere, then the items just have to be available at one location. - If you use the Limit to Available function and limit your search range to a particular branch, your results will include only items available - at that branch. -
-
- Using Search Filters - Another way to limit your search results is to use Search Filters. You can limit by Item Form, Item Type, Literary Form, Language, Audience, and Shelving Location. - All of these searches except for Shelving Location are based on data from the MARC record fixed fields. - To limit your search, simply click on your choices to highlight them in blue. Your search results will include only records which are coded to your choices. - There are blue arrows on the left side of the boxes, you can scroll up and down on to see more choices by clicking the up and down arrows. - You can also select multiple items in the same box. To select items which are all in a row, click the first item you wish to select, then press the Shift key while - clicking the bottom item. - To select items which are not in a row, press the Ctrl key while clicking on the items you wish to select. If you do not press the - Ctrl key, any previous selections will be unselected when you click something new. - To change your selection, you can click a line in the box to remove any other selections. - To unselect something you have highlighted, when you do not want to select anything from that box, press the Ctrl key while clicking on that selection. - Clicking Reset Form under Search Input will not reset your search filters. You can unset the filters individually - Item Type, LiteraryForm and Audience also have advanced optionsfor search filters. - These also depend on the coding of the MARC fixed fields, and results with advanced options will be even less precise since for instance, juvenile items that - could be coded for a specific age group may simply have a j. To see the advanced options, click on Advanced next to the field where you - wish to expand your options. -
- - diff --git a/1.6/catalog/basicsearch.xml b/1.6/catalog/basicsearch.xml deleted file mode 100644 index b933ad40e1..0000000000 --- a/1.6/catalog/basicsearch.xml +++ /dev/null @@ -1,48 +0,0 @@ - - - - Basic Search - - From the OPAC home, you can conduct a basic search of all materials owned by all libraries in your Evergreen system. - This search can be as simple as typing keywords into the search and box and clicking Go! Or, you can make your search more precise by limiting your search by - fields to search, material type or library location. - - -
- Type of Searches - - Keyword – terms found anywhere in the item description - Title – terms found in the item title - Author – author name - Subject – terms found in the formal subject designation - Series – specific series name - -
-
- Format Limiters - - All Formats - Books - Large Print Books - Audiobooks – on CD, cassette, MP3, etc. - Videorecordings – on DVD, VHS, etc. - Music – on CD, cassette, etc. - Electronic resources – various digital formats - -
-
- Procedure - - Open an Internet browser and go to the Evergreen search page. - In the search box, enter your search term - - Select an index or format if applicable - Click Choose a library to search and select a library from the list if desired - - - Click Go! - -
- - diff --git a/1.6/catalog/intro.xml b/1.6/catalog/intro.xml deleted file mode 100644 index d3d140c172..0000000000 --- a/1.6/catalog/intro.xml +++ /dev/null @@ -1,3 +0,0 @@ - - This part of the documentation is intended for Evergreen administrators and staff. It deals with day-to-day operation of the Public Access Catalog. - diff --git a/1.6/catalog/myaccount.xml b/1.6/catalog/myaccount.xml deleted file mode 100644 index 68dba98ee6..0000000000 --- a/1.6/catalog/myaccount.xml +++ /dev/null @@ -1,400 +0,0 @@ - - - - My Account - - Items and issues related to user accounts. - - - - -
-
- - First Login Password Update - - - Logging In (including required password change on first login, as well as self-selected username alternative to card number) - - - - Login to the Online Catalog My Account with Password Update - Patrons are given temporary "dummy" barcodes when new accounts are created, or forgotten passwords are reset. Patrons MUST change their password to something more secure with their first ever OPAC login or first login after a password reset. Once the password is updated, they will not have to repeat this process for subsequent logins. -
- 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; you will be prompted to change your password -
- Login Password Update: Example of first time login - - - Example of first time login - - - - - -
- - - Enter your current password - - - Enter a new password - - - Enter the new password again - - - Click Update Password - - - At Password successfully updated pop-up click OK; you will be returned to the login screen - - - - - Enter your Username and new Password - - - 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! - - -
-
-
- - Logging In - - - The login process - - - - - - Login to the 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! - - -
- Login: Example of login - - - Example of login - - - - - -
-
-
-
- - Account Summary - - - View Staff Notes, home library, address, and phone numbers; change account username, password, and email - - - -
- stuff goes here... -
- Account Summary: Example of account summary - - - Summary of status of an 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. - stuff goes here... -
- Items Checked Out: Example of items checked out for an account - - - Summary of items checked out for an account - - - - - -
-
-
-
- - Items On Hold - - - 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 - - -
- Items On Hold: Example of items on hold for an account - - - Summary of items on hold for an account - - - - - -
-
-
-
- - Fines - - - Manage fines on items currently checked out - - - -
- stuff goes here... -
-
-
- - Preferences - - - Manage preferences for an account - - - -
- stuff goes here... -
-
-
- - 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 - - -
-
-
- Bookbags: Example of bookbags for an account - - - Summary of status of bookbags for an account - - - - - -
-
-
-
- diff --git a/1.6/opac/advancedsearch.xml b/1.6/opac/advancedsearch.xml new file mode 100644 index 0000000000..00b54a67da --- /dev/null +++ b/1.6/opac/advancedsearch.xml @@ -0,0 +1,94 @@ + + + + Advanced Search + + Advanced searches allow users to perform more complex searches by providing more options. Many kinds of searches can be performed from the + Advance Search screen. + + +
+ Quick Search + You can see from the drop down list below, that Quick Search also allows you to search by: + + ISSN (International Standard Serial Number) + Call Number + LCCN (Library of Congress Card Number) + TCN (Title Control Number) + Item Barcode + + + To search by LCCN, replace the hyphen with a 0 (zero). To search by ISSN, replace the hyphen with a space. + When using Quick Search, only that field is used for the search. + Anything entered in other search fields does not affect your search, and the other fields will not be cleared after a Quick Search + is performed. + The Quick Search function cannot be limited to your local library. A Quick Search searches all of Evergreen. + +
+
+ Using Search Input + The search input boxes allow you to search by Keyword, Title, Author, Subject, and Series, and to combine these searches to narrow your results. + The default setting displays three boxes for keyword searches. You can click on the down arrows to select Title, Author, Subject or Series as well. + If desired, you can use different searches in the different boxes. For instance, you can enter the title of a book in one box, and the author in another. + More search rows may be added by clicking the Add Search Row button. You can delete search rows by clicking the X button next to the search row. + Keyword searches are very general and will give you many results. + You can also adjust your searches by changing your selection from Contains to Matches Exactly or + Does not contain . + Since Evergreen uses stem searching, doing a Keyword search with Contains will give you results with words related to the search term. + Limiting your title search to Matches Exactly will not limit to titles that contain nothing but your search string, but rather titles that + contain your exact search string. + When doing searches for one word titles, it is extremely useful to limit by author as well. + If you go back to the search screen, your last search will be retained. However, the display reorders the search categories. Author + will be displayed on the top. +
+
+ Sort Criteria + Below the Search Input box are the Sort Criteria and Search Library boxes. The Sort Criteria + box is on the left, and allows you to change the way your search results are sorted. + The default Sort Criteria is by Relevance. Generally items are considered more relevant the more often your search terms show up within a + bibliographic record. + You can also choose to sort your results alphabetically by author or title, or chronologically by publication date. + When you select Title, Author or Publication Date, the drop down box below becomes active. + You can then select Ascending / A to Z or Descending / Z to A. + For Publication Date, selecting Ascending give you the oldest works first, and Descending will give you the most recent works first. + The Sort Criteria box also allows you to group titles and formats, so that they all display on one line in your search results. + Limiting your title search to Matches Exactly will not limit to titles that contain nothing but your search string, but rather titles that contain + your exact search string. + When Group Formats and Editions is selected, most manifestations of a work will be grouped together in one line in your search results. Below the first + line includes both print and sound recordings. When the same search is performed with out the box checked, the results show 14 different records including various manifestations, + as well as some records which probably need to be merged. The Group Formats and Editions will remain checked or unchecked until you change it again. +
+
+ Search Library + The Search Library box allows you to change the search range, and to limit searches to available items. + In addition to changing the search range to your branch, your local library system, or the entire system, you can limit your search to a particular library other + than your home library. Select Choose a different library, to select from a list of libraries in the system. + You can click on the library system name on the list, or click the arrow next to the system name to choose a particular branch. + When you select a name from the list, you will return to the search screen and that library will show in the Search Library box. + The Search library box also allows you to limit your search to items that are available for checkout. Place a check mark in the + Limit to Available box. + If your search range is Everywhere, then the items just have to be available at one location. + If you use the Limit to Available function and limit your search range to a particular branch, your results will include only items available + at that branch. +
+
+ Using Search Filters + Another way to limit your search results is to use Search Filters. You can limit by Item Form, Item Type, Literary Form, Language, Audience, and Shelving Location. + All of these searches except for Shelving Location are based on data from the MARC record fixed fields. + To limit your search, simply click on your choices to highlight them in blue. Your search results will include only records which are coded to your choices. + There are blue arrows on the left side of the boxes, you can scroll up and down on to see more choices by clicking the up and down arrows. + You can also select multiple items in the same box. To select items which are all in a row, click the first item you wish to select, then press the Shift key while + clicking the bottom item. + To select items which are not in a row, press the Ctrl key while clicking on the items you wish to select. If you do not press the + Ctrl key, any previous selections will be unselected when you click something new. + To change your selection, you can click a line in the box to remove any other selections. + To unselect something you have highlighted, when you do not want to select anything from that box, press the Ctrl key while clicking on that selection. + Clicking Reset Form under Search Input will not reset your search filters. You can unset the filters individually + Item Type, LiteraryForm and Audience also have advanced optionsfor search filters. + These also depend on the coding of the MARC fixed fields, and results with advanced options will be even less precise since for instance, juvenile items that + could be coded for a specific age group may simply have a j. To see the advanced options, click on Advanced next to the field where you + wish to expand your options. +
+ + diff --git a/1.6/opac/basicsearch.xml b/1.6/opac/basicsearch.xml new file mode 100644 index 0000000000..b933ad40e1 --- /dev/null +++ b/1.6/opac/basicsearch.xml @@ -0,0 +1,48 @@ + + + + Basic Search + + From the OPAC home, you can conduct a basic search of all materials owned by all libraries in your Evergreen system. + This search can be as simple as typing keywords into the search and box and clicking Go! Or, you can make your search more precise by limiting your search by + fields to search, material type or library location. + + +
+ Type of Searches + + Keyword – terms found anywhere in the item description + Title – terms found in the item title + Author – author name + Subject – terms found in the formal subject designation + Series – specific series name + +
+
+ Format Limiters + + All Formats + Books + Large Print Books + Audiobooks – on CD, cassette, MP3, etc. + Videorecordings – on DVD, VHS, etc. + Music – on CD, cassette, etc. + Electronic resources – various digital formats + +
+
+ Procedure + + Open an Internet browser and go to the Evergreen search page. + In the search box, enter your search term + + Select an index or format if applicable + Click Choose a library to search and select a library from the list if desired + + + Click Go! + +
+ + diff --git a/1.6/opac/intro.xml b/1.6/opac/intro.xml new file mode 100644 index 0000000000..d3d140c172 --- /dev/null +++ b/1.6/opac/intro.xml @@ -0,0 +1,3 @@ + + This part of the documentation is intended for Evergreen administrators and staff. It deals with day-to-day operation of the Public Access Catalog. + diff --git a/1.6/opac/myaccount.xml b/1.6/opac/myaccount.xml new file mode 100644 index 0000000000..68dba98ee6 --- /dev/null +++ b/1.6/opac/myaccount.xml @@ -0,0 +1,400 @@ + + + + My Account + + Items and issues related to user accounts. + + + + +
+
+ + First Login Password Update + + + Logging In (including required password change on first login, as well as self-selected username alternative to card number) + + + + Login to the Online Catalog My Account with Password Update + Patrons are given temporary "dummy" barcodes when new accounts are created, or forgotten passwords are reset. Patrons MUST change their password to something more secure with their first ever OPAC login or first login after a password reset. Once the password is updated, they will not have to repeat this process for subsequent logins. +
+ 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; you will be prompted to change your password +
+ Login Password Update: Example of first time login + + + Example of first time login + + + + + +
+ + + Enter your current password + + + Enter a new password + + + Enter the new password again + + + Click Update Password + + + At Password successfully updated pop-up click OK; you will be returned to the login screen + + + + + Enter your Username and new Password + + + 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! + + +
+
+
+ + Logging In + + + The login process + + + + + + Login to the 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! + + +
+ Login: Example of login + + + Example of login + + + + + +
+
+
+
+ + Account Summary + + + View Staff Notes, home library, address, and phone numbers; change account username, password, and email + + + +
+ stuff goes here... +
+ Account Summary: Example of account summary + + + Summary of status of an 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. + stuff goes here... +
+ Items Checked Out: Example of items checked out for an account + + + Summary of items checked out for an account + + + + + +
+
+
+
+ + Items On Hold + + + 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 + + +
+ Items On Hold: Example of items on hold for an account + + + Summary of items on hold for an account + + + + + +
+
+
+
+ + Fines + + + Manage fines on items currently checked out + + + +
+ stuff goes here... +
+
+
+ + Preferences + + + Manage preferences for an account + + + +
+ stuff goes here... +
+
+
+ + 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 + + +
+
+
+ Bookbags: Example of bookbags for an account + + + Summary of status of bookbags for an account + + + + + +
+
+
+
+ diff --git a/1.6/root.xml b/1.6/root.xml index d4e4936acc..f2074e19d5 100755 --- a/1.6/root.xml +++ b/1.6/root.xml @@ -44,13 +44,13 @@ - + Public Access Catalog - - - + + +