From: Angela Kilsdonk Date: Wed, 17 Sep 2014 20:54:31 +0000 (-0500) Subject: 2.7 documentation from ESI X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=9ae8d24142a31d71bf1e35ab99889e39b171fdd7;p=evergreen%2Fpines.git 2.7 documentation from ESI Documentation for Delayed vs Canceled Items, Report Editing, Report Hints, and Copy View/Edit Links. Documentation written by Erica Rohlfs, Equinox Software, and Sally Fortin, Athenaeum Educational Services. Signed-off-by: Angela Kilsdonk --- diff --git a/docs/acquisitions/selection_lists_po.txt b/docs/acquisitions/selection_lists_po.txt index 7ba74662e0..3dbc2cad2b 100644 --- a/docs/acquisitions/selection_lists_po.txt +++ b/docs/acquisitions/selection_lists_po.txt @@ -108,6 +108,23 @@ box *Allow activation with zero-copy lineitems*. image::media/Zero_Copies1.jpg[Zero_Copies1] +Enhancements to Canceled and Delayed Items +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Cancel/Delay reasons have been modified so that you can easily differentiate between canceled and delayed items. Each label now begins with *Canceled* or *Delayed*. To view the list, click *Admin* -> *Server Administration* -> *Acquisitions* -> *Cancel Reasons*. + +The cancel/delay reason label is displayed as the line item status in the list of line items or as the copy status in the list of copies. + +image::media/2.7_Enhancements_to_Canceled2.jpg[Canceled2] + + +image::media/2.7_Enhancements_to_Canceled4.jpg[Canceled4] + +A delayed line item can now be canceled. You can mark a line item as delayed, and if later, the order cannot be filled, you can change the line item's status to canceled. When delayed line items are canceled, the encumbrances are deleted. + +Cancel/delay reasons now appear on the worksheet and the printable purchase order. + + Brief Records ~~~~~~~~~~~~~ diff --git a/docs/cataloging/tpac_copy_edit_links.txt b/docs/cataloging/tpac_copy_edit_links.txt new file mode 100644 index 0000000000..be3abf35c2 --- /dev/null +++ b/docs/cataloging/tpac_copy_edit_links.txt @@ -0,0 +1,17 @@ +TPAC Copy Edit Links +-------------------- + +The bibliographic record detail page displays library holdings, including the call number, shelving location, and copy barcode. Within the staff client, the holdings list now displays a new column next to the copy barcode(s). This new column contains two links, *view* and *edit*. + +image::media/copy_edit_link_1.JPG[Copy Edit Link] + +Clicking on the *view* link opens the *Item Status* screen for that specific copy. + +Clicking on the *edit* link opens the *Volume and Copy Creator* screen for that specific copy. + +The *edit* link will only be exposed next to copies when the user has the *UPDATE_COPY* permission at the copy owning or circulating library. + +For libraries where the *Library Setting: Unified Volume/Item Creator/Editor* value is set to *True*, the unified *Volume and Copy Creator* screen will open. + +For libraries where the *Library Setting: Unified Volume/Item Creator/Editor* value is set to *False*, the standard *Volume and Copy Creator* screen will open. + diff --git a/docs/media/2.7 Enhancements to reports1.jpg b/docs/media/2.7 Enhancements to reports1.jpg new file mode 100644 index 0000000000..9436acc161 Binary files /dev/null and b/docs/media/2.7 Enhancements to reports1.jpg differ diff --git a/docs/media/2.7 Enhancements to reports2.jpg b/docs/media/2.7 Enhancements to reports2.jpg new file mode 100644 index 0000000000..320f5310af Binary files /dev/null and b/docs/media/2.7 Enhancements to reports2.jpg differ diff --git a/docs/media/2.7 Enhancements to reports3.jpg b/docs/media/2.7 Enhancements to reports3.jpg new file mode 100644 index 0000000000..aa5fa81865 Binary files /dev/null and b/docs/media/2.7 Enhancements to reports3.jpg differ diff --git a/docs/media/2.7 Enhancements to reports4.jpg b/docs/media/2.7 Enhancements to reports4.jpg new file mode 100644 index 0000000000..89b8125481 Binary files /dev/null and b/docs/media/2.7 Enhancements to reports4.jpg differ diff --git a/docs/media/2.7 Enhancements to reports5.png b/docs/media/2.7 Enhancements to reports5.png new file mode 100644 index 0000000000..cc479b14be Binary files /dev/null and b/docs/media/2.7 Enhancements to reports5.png differ diff --git a/docs/media/2.7 Enhancements to reports6.jpg b/docs/media/2.7 Enhancements to reports6.jpg new file mode 100644 index 0000000000..27dfe78859 Binary files /dev/null and b/docs/media/2.7 Enhancements to reports6.jpg differ diff --git a/docs/media/2.7_Enhancements_to_Canceled2.jpg b/docs/media/2.7_Enhancements_to_Canceled2.jpg new file mode 100644 index 0000000000..f363c00988 Binary files /dev/null and b/docs/media/2.7_Enhancements_to_Canceled2.jpg differ diff --git a/docs/media/2.7_Enhancements_to_Canceled4.jpg b/docs/media/2.7_Enhancements_to_Canceled4.jpg new file mode 100644 index 0000000000..3b5d647b01 Binary files /dev/null and b/docs/media/2.7_Enhancements_to_Canceled4.jpg differ diff --git a/docs/media/Enhancements to reports2a.jpg b/docs/media/Enhancements to reports2a.jpg new file mode 100644 index 0000000000..79faac392c Binary files /dev/null and b/docs/media/Enhancements to reports2a.jpg differ diff --git a/docs/media/copy_edit_link_1.JPG b/docs/media/copy_edit_link_1.JPG new file mode 100644 index 0000000000..46094241d1 Binary files /dev/null and b/docs/media/copy_edit_link_1.JPG differ diff --git a/docs/reports/reporter_generating_reports.txt b/docs/reports/reporter_generating_reports.txt index 5e236f7866..441856bf74 100644 --- a/docs/reports/reporter_generating_reports.txt +++ b/docs/reports/reporter_generating_reports.txt @@ -85,3 +85,25 @@ you can enter a different email address or multiple addresses separated by comma image::media/generate-report-14.png[generate-report-14] + Once saved, reports stay there forever unless you delete them. + +Viewing and Editing Report Parameters +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +New options to view or edit report parameters are available from the reports folder. + +To view the parameters of a report, select the report that you want to view from the *Reports* folder, and click *View*. This will enable you to view the report, inlcuding links to external documentation and field hints. However, you cannot make any changes to the report. + +image::media/2.7_Enhancements_to_Reports4.jpg[Reports4] + + +To edit the parameters of a report, select the report that you want to view from the *Reports* folder, and click *Edit*. After making changes, you can *Save [the] Report* or *Save as New*. If you *Save the Report*, any subsequent report outputs that are generated from this report will reflect the changes that you have made. + +In addition, whenever there is a pending (scheduled, but not yet started) report output, the interface will warn you that the pending output will be modified. At that point, you can either continue or choose the alternate *Save as New* option, leaving the report output untouched. + + +image::media/2.7_Enhancements_to_Reports6.jpg[Reports6] + + +If, after making changes, you select, *Save as New*, then you have created a new report by cloning and ammending a previously existing report. Note that if you create a new report, you will be prompted to rename the new report. Evergreen does not allow two reports with the same name to exist. To view or edit your new report, select the reports folder to which you saved it. + +image::media/2.7_Enhancements_to_Reports5.jpg[Reports5] diff --git a/docs/reports/reporter_template_enhancements.txt b/docs/reports/reporter_template_enhancements.txt new file mode 100644 index 0000000000..c791c165f8 --- /dev/null +++ b/docs/reports/reporter_template_enhancements.txt @@ -0,0 +1,32 @@ +Template Enhancements +--------------------- + +Documentation URL +~~~~~~~~~~~~~~~~~ + +You can add a link to local documentation that can help staff create a report template. To add documentation to a report template, click *Admin* -> *Local Administration* -> *Reports*, and create a new report template. A new field, *Documentation URL*, appears in the *Template Configuration* panel. Enter a URL that points to relevant documentation. + + +image::media/2.7_Enhancements_to_Reports1.jpg[Reports1] + + +The link to this documentation will also appear in your list of report templates. + + +image::media/2.7_Enhancements_to_Reports2a.jpg[Reports2a] + +Field Hints +~~~~~~~~~~~ + +Descriptive information about fields or filters in a report template can be added to the *Field Hints* portion of the *Template Configuration* panel. For example, a circulation report template might include the field, *Circ ID*. You can add content to the *Field hints* to further define this field for staff and provide a reminder about the type of information that they should select for this field. + + +To view a field hint, click the *Column Picker*, and select *Field Hint*. The column will be added to the display. + +image::media/2.7_Enhancements_to_Reports2.jpg[Reports2] + + +To add or edit a field hint, select a filter or field, and click *Change Field Hint*. Enter text, and click *Ok*. + + +image::media/2.7_Enhancements_to_Reports3.jpg[Reports3] \ No newline at end of file diff --git a/docs/root.txt b/docs/root.txt index c3a1169816..bdcdfa5a61 100644 --- a/docs/root.txt +++ b/docs/root.txt @@ -301,6 +301,8 @@ include::cataloging/conjoined_items.txt[] include::cataloging/cataloging_electronic_resources.txt[] +include::cataloging/tpac_copy_edit_links.txt[] + include::cataloging/link_checker.txt[] @@ -382,6 +384,8 @@ include::reports/reporter_running_recurring_reports.txt[] include::reports/reporter_template_terminology.txt[] +include::reports/reporter_template_enhancements.txt[] + include::reports/reporter_export_usingpgAdmin.txt[] Using the Public Access Catalog