From: Remington Steed <rjs7@calvin.edu>
Date: Fri, 7 Jul 2017 13:26:15 +0000 (-0400)
Subject: Docs: Update "Monograph Parts" for web client
X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=e029c5eb7aca2806fa583c6155638596dbe4b9ed;p=evergreen%2Fjoelewis.git
Docs: Update "Monograph Parts" for web client
- Replace screenshots
- Reformat long lines to around 72 characters
- Convert numbered list to automatic numbering
- Update instructions to match web client
Thanks to Kevin Tran for the screenshots.
Signed-off-by: Remington Steed <rjs7@calvin.edu>
---
diff --git a/docs/cataloging/monograph_parts.adoc b/docs/cataloging/monograph_parts.adoc
index d234ba3b75..50f300b4ad 100644
--- a/docs/cataloging/monograph_parts.adoc
+++ b/docs/cataloging/monograph_parts.adoc
@@ -1,9 +1,24 @@
Monograph Parts
---------------
-*Monograph Parts* enables you to differentiate between parts of monographs or other multi-part items. This feature enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc of a DVD set if they want to access a specific season or episode rather than an entire series.
+*Monograph Parts* enables you to differentiate between parts of
+monographs or other multi-part items. This feature enables catalogers
+to describe items more precisely by labeling the parts of an item. For
+example, catalogers might identify the parts of a monograph or the discs
+of a DVD set. This feature also allows patrons more flexibility when
+placing holds on multi-part items. A patron could place a hold on a
+specific disc of a DVD set if they want to access a specific season or
+episode rather than an entire series.
-Four new permissions are used by this functionality: CREATE_MONOGRAPH_PART, UPDATE_MONOGRAPH_PART, DELETE_MONOGRAPH_PART and MAP_MONOGRAPH_PART. These permissions should be assigned at the consortial level to those groups or users that will make use of the features described below.
+Four new permissions are used by this functionality:
+
+* CREATE_MONOGRAPH_PART
+* UPDATE_MONOGRAPH_PART
+* DELETE_MONOGRAPH_PART
+* MAP_MONOGRAPH_PART
+
+These permissions should be assigned at the consortial level to those
+groups or users that will make use of the features described below.
Add a Monograph Part to an Existing Record
@@ -11,45 +26,54 @@ Add a Monograph Part to an Existing Record
To add a monograph part to an existing record in the catalog:
-1. Retrieve a record.
+. Retrieve a record.
-2. Click *Actions for this Record -> Manage Parts*
+. Click the *Manage Parts* tab.
+
-image::media/manage_parts_menu.png[Menu: Manage Parts]
+image::media/manage_parts_menu.jpg[Menu: Manage Parts]
-3. Click *New Monograph Part*
+. Click the *New Monograph Part* button
-4. Enter the *label* that you want to appear to the user in the catalog,
+. Enter the *label* that you want to appear to the user in the catalog,
and click *Save*. This will create a list of monograph parts from which
you can choose when you create a volume and copy.
+
image::media/monograph_parts2.jpg[monograph_parts2]
-5. Add a volume and copy. To add a volume and copy to your workstation
-library, click the *Add Volumes* link in the *Record Summary* at the top
-of the bibliographic record, or click *Actions for this Record -> Add
-Volumes*.
+. Add a volume and copy. To add a volume and copy to your workstation
+library, click the *Add Volumes* button in the *Record Summary* area above the tabs.
+
-To add a volume and copy to your workstation library or other libraries, click *Actions for this Record -> Holdings Maintenance -> Add Volumes*.
+To add a volume and copy to your workstation library or other libraries,
+click the *Holdings View* tab, right-click the appropriate
+library, and choose *Add -> Volumes and Copies*.
+
image::media/monograph_parts3.jpg[monograph_parts3]
-6. The *Unified Volume/Copy Creator* opens. Enter the number of volumes
+. The *Unified Volume/Copy Creator* opens. Enter the number of volumes
that you want to add to the catalog and the volume description.
-7. Enter the number of copies and barcode(s) of each item.
+. Enter the number of copies and barcode(s) of each item.
-8. Select the *part designation* from the drop down menu adjacent to the barcode field.
-
-9. Apply a template to the copies, or edit fields in the *Copy Editor*.
+. Choose the part label from the *Part* drop down menu.
+
image::media/monograph_parts4.jpg[monograph_parts4]
-10. Click *Create Volumes/Items*.
+. Apply a template to the copies, or edit fields in the *Working Copies* section below.
++
+image::media/monograph_parts5.jpg[monograph_parts5]
+
+. Click *Store Selected* when those copies are ready.
+
+. Review your completed copies on the "Completed Copies" tab.
+
+. When all copies have been stored and reviewed, click "Save {amp}
+Exit".
++
+NOTE: If you are only making one set of changes, you can simply click
+*Save {amp} Exit* and skip the *Store Selected* stage.
-11. The *Holdings Maintenance* screen will refresh to demonstrate the
-addition of the part information. These fields also appear in the OPAC
-View.
+. The *Holdings View* tab now shows the new part information. These fields
+also appear in the OPAC View.
+
image::media/manage_parts_opac.png[Catalog Record showing copies with part details]
diff --git a/docs/media/manage_parts_menu.jpg b/docs/media/manage_parts_menu.jpg
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