From: rsoulliere Date: Thu, 8 Mar 2012 15:06:32 +0000 (-0500) Subject: Add staffclient docs to 2.1 branch sans staff client customization. Reviewed by Kathy... X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=bea021b105805ceb60969b200b141d58a234b946;p=Evergreen-DocBook.git Add staffclient docs to 2.1 branch sans staff client customization. Reviewed by Kathy Lussier. Thanks! --- diff --git a/media/staffclient-1.png b/media/staffclient-1.png new file mode 100755 index 0000000..3199d38 Binary files /dev/null and b/media/staffclient-1.png differ diff --git a/media/staffclient-2.png b/media/staffclient-2.png new file mode 100755 index 0000000..98d168e Binary files /dev/null and b/media/staffclient-2.png differ diff --git a/media/staffclient-3.png b/media/staffclient-3.png new file mode 100755 index 0000000..f2d695d Binary files /dev/null and b/media/staffclient-3.png differ diff --git a/media/staffclient-4.png b/media/staffclient-4.png new file mode 100755 index 0000000..108afa9 Binary files /dev/null and b/media/staffclient-4.png differ diff --git a/media/staffclient-5.png b/media/staffclient-5.png new file mode 100755 index 0000000..9451695 Binary files /dev/null and b/media/staffclient-5.png differ diff --git a/media/staffclient-6.png b/media/staffclient-6.png new file mode 100755 index 0000000..8348e63 Binary files /dev/null and b/media/staffclient-6.png differ diff --git a/media/staffclient-6a.png b/media/staffclient-6a.png new file mode 100755 index 0000000..02f6cef Binary files /dev/null and b/media/staffclient-6a.png differ diff --git a/media/staffclient-6b.png b/media/staffclient-6b.png new file mode 100755 index 0000000..f9ce683 Binary files /dev/null and b/media/staffclient-6b.png differ diff --git a/media/staffclient-7.png b/media/staffclient-7.png new file mode 100755 index 0000000..4492a80 Binary files /dev/null and b/media/staffclient-7.png differ diff --git a/media/staffclient-7a.png b/media/staffclient-7a.png new file mode 100755 index 0000000..ddc7e97 Binary files /dev/null and b/media/staffclient-7a.png differ diff --git a/media/staffclient-8.png b/media/staffclient-8.png new file mode 100755 index 0000000..91154f0 Binary files /dev/null and b/media/staffclient-8.png differ diff --git a/media/staffclient-9.png b/media/staffclient-9.png new file mode 100755 index 0000000..ecec7d8 Binary files /dev/null and b/media/staffclient-9.png differ diff --git a/root.xml b/root.xml index 5ad0984..4a73c75 100755 --- a/root.xml +++ b/root.xml @@ -73,6 +73,7 @@ staff and catalogers among others. Some of these procedures should only be performed by Local System Administrators, but most of these sections will give all staff a better understanding of the Evergreen system and its features. + diff --git a/stafftasks/staffclient.xml b/stafftasks/staffclient.xml new file mode 100644 index 0000000..2f1deb9 --- /dev/null +++ b/stafftasks/staffclient.xml @@ -0,0 +1,469 @@ + + + + + Using the Staff Client + + + +
+ + Logging in to Evergreenstaff clientlogging into + + + To log in you must first install the Evergreen Staff Client, available for download from + the Evergreen site at http://downloads.open-ils.org/. + + Each staff member can have their own username and password, or generic logins can be + used. + + + + + + screenshot of staff client login + + + + + + + + + + + + + + + + Enter Username and Password + for your staff account, then click Login. Under normal circumstances + this is all that is required to login. + + + + + + + + If the staff client can connect to Evergreen both + Status and Version display a green + 200:OK message. If not, ensure the hostname is + correctly entered and click Re-Test + Server. If the error message persists make sure your are connected to the + internet. + + + + + + + + + Locale sets the language preferences for the staff client. + + + + + + + + Workstation identifies your physical computer location. Workstation registration is done by a Local System + Administrator when staff clients are first installed. + + + + + + + If your connection to Evergreen is lost during open hours, click + Standalone Interface to continue with check out and patron + registration functions until the connection is restored. + + + + + + + + Debug Options are for advanced troubleshooting and can be ignored in + normal use. + + + + + + + Click Clear Cache to remove the staff client's + locally cached files. This may be required to see recent changes to administrative settings. + + + + +
+
+ + Navigationstaff clientnavigating + + + + + Tabs + + Evergreen uses tabs to display functions. Tabs allow all + software functionality to be open in one window. You can have up to 9 tabs open at once + and you can have more than one tab of a single function open at the same time. You + simply move through the tabs to perform your work. + + + Keyboard shortcuts for working with tabs: + + + Ctrl + T + new tab + + + + Ctrl + W +   close tab + + + + Ctrl + Shift + W +   close all tabs + + + + Ctrl + Tab +   tabs forward through open tabs + + + + Ctrl + Shift + Tab +   tabs backward through open tabs + + + + In the example below, the MARC Template tab is active. Click + on any open tab to bring that screen to the front. You can also use + Ctrl + Tab + to move to the required tab + + + staff client tabs + + + + + + + Now the Check Out tab is the active screen. + + staff client tabs + + + + + + Once you are in the selected tab, you can use the drop down menus or keyboard + shortcuts to perform required functions. Menu functions and corresponding keyboard + shortcuts will be demonstrated throughout this manual. + + + + Keyboard Shortcutsstaff clientkeyboard shortcuts + + Most menu items have keyboard shorcuts that can greatly increase efficiency. Below is + a selected list of commonly used shortcut keys: + + + + + + + + Key + Function + + + + + + F1 + + Checkout, or retrieve patron record by barcode + + + + F2 + + Checkin + + + + F3 + + Catalogue search + + + + + F4 + + Patron search + + + + + F5 + + Retrieve copy by barcode + + + + + F6 + + Record in house use + + + + + F8 + + Retreive last patron + + + + + F9 + + Re-print the last receipt + + + + + + Shift + F1 + + + Register new patron + + + + + + Shift + F2 + + + Capture holds + + + + + + Shift + F3 + + + Retrieve record by TCN + + + + + + Shift + F8 + + + Retreive last patron + + + + + + Ctrl + T + + + Open new tab + + + + + + Ctrl + W + + + Close current tab + + + + + + Ctrl + Tab + + + Move forward through tabs + + + + + + Ctrl + Shift + Tab + + + Move back through tabs + + + + + Ctrl + C + + + Copy + + + + + + Ctrl + V + + + Paste + + + + + + + + Copy/Pastestaff clientcopy/paste + + + There are several methods of copying and pasting text in Evergreen, depending on + where you are in the staff client and the type of information you are copying + + + + + Underlined blue text + Clicking on any of the blue links in the + Evergreen client copies the data to the + computer clipboard (left and right click work the same way for these links). + To paste into another location, use + Ctrl + V + . + + + + copy/paste methods + + + + + + + copy/paste methods + + + + + + + + + + + + Text displayed in tables + To copy information from a staff client table, first select the desired + row then right-click and choose Copy to + Clipboard; alternatively select + Actions for Selected Items + Copy to Clipboard + . + + + + + copy/paste methods + + + + + + + + + + copy/paste methods + + + + + + + + Next click the desired information in the popup to copy it to the + clipboard + + + copy/paste methods + + + + + + + + + + + + + Text from catalogue search results + There is no right-click menu for copying data from staff client search + results. To copy the ISBN in the example below, highlight it and click + Ctrl + C + . To paste into another location use + Ctrl + V + . + + + copy/paste methods + + + + + + + + + + +
+