From: abneiman Date: Tue, 19 Feb 2019 22:22:04 +0000 (-0500) Subject: docs: Statcat updates X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=f6734f63661fa16ee3bfafbab32227ec7645f55e;p=working%2FEvergreen.git docs: Statcat updates Signed-off-by: abneiman Signed-off-by: Jane Sandberg --- diff --git a/docs/admin/lsa-statcat.adoc b/docs/admin/lsa-statcat.adoc index a9d5bb7b68..36d7f4fae1 100644 --- a/docs/admin/lsa-statcat.adoc +++ b/docs/admin/lsa-statcat.adoc @@ -9,7 +9,7 @@ This is where you configure your statistical categories (stat cats). Stat cats *Copy Statistical Categories* -Copy stat cats appear in the _Copy Editor_, also known as the _Edit Item Attributes_ screen. You might use copy stat cats to track books you have bought from a specific vendor, or donations. +Copy stat cats appear in the _Holdings Editor_. You might use copy stat cats to track books you have bought from a specific vendor, or donations. An example of the _Create a new statistical category_ controls for copies: @@ -25,15 +25,21 @@ Some sample copy stat cats: image::media/lsa-statcat-2.png[Sample copy stat cats] -To add an entry, select _Add_. To edit an entry, select the entry you wish to edit from the drop-down list for the category. +To add an entry, select _Add_. Due to a known bug, individual entries for stat cats cannot be edited in the web client. -This is how the copy stat cats appear in the _Copy Editor_: +Stat cats can be edited or deleted by clicking on _Edit_. -image::media/lsa-statcat-3.png[Stat cats in Copy Editor] +This is how the copy stat cats appear in the _Holdings Editor_: + +image::media/lsa-statcat-3.png[Stat cats in Holdings Editor] + +You can use the _Filter by Library_ selector to display copy stat cats owned by a particular library: + +image::media/lsa-statcat-3a.png[Stat cat library selector] *Patron Statistical Categories* -Patron stat cats can be used to keep track of information such as the high school a patron attends, or the home library for a consortium patron, e.g. Interlink, or patron preferences. They appear in the fifth section of the _Patron Registration_ or _Edit Patron_ screen. +Patron stat cats can be used to keep track of information such as a patron's school affiliation, membership in a group like the Friends of the Library, or patron preferences. They appear in the fourth section of the _Patron Registration_ or _Edit Patron_ screen, under the label _Statistical Categories_. An example of the _Create a new statistical category_ controls for patrons: @@ -61,9 +67,9 @@ To add an entry, click on _Add_ in the category row under the _Add Entry_ column image::media/lsa-statcat-6.png[Add patron category entry] -To edit an entry, select the entry you wish to edit from the drop-down list for the category: +Stat cats can be edited or deleted by clicking on _Edit_. -image::media/lsa-statcat-7.png[Edit patron category entry] +Due to a known bug, individual entries for stat cats cannot be edited in the web client. An *organizational unit* (consortium, library system branch library, sub library, etc.) may create their own categories and entries, or supplement categories defined by a higher-level org unit with their own entries. @@ -77,3 +83,6 @@ This is how patron stat cats appear in the patron registration/edit screen: image::media/lsa-statcat-8.png[Patron stat cats in registration screen] +The yellow highlight denotes a stat cat that is required, and you will not be allowed to save or create a patron unless a value is entered. + +To remove a stat cat value, select the text in the right-hand box and use your keyboard's backspace or delete key. diff --git a/docs/media/lsa-statcat-2.png b/docs/media/lsa-statcat-2.png index 770d7a7538..63a5cb7da3 100644 Binary files a/docs/media/lsa-statcat-2.png and b/docs/media/lsa-statcat-2.png differ diff --git a/docs/media/lsa-statcat-3.png b/docs/media/lsa-statcat-3.png index e4ec35d89b..f8ed82a5da 100644 Binary files a/docs/media/lsa-statcat-3.png and b/docs/media/lsa-statcat-3.png differ diff --git a/docs/media/lsa-statcat-3a.png b/docs/media/lsa-statcat-3a.png new file mode 100644 index 0000000000..724da96d5b Binary files /dev/null and b/docs/media/lsa-statcat-3a.png differ diff --git a/docs/media/lsa-statcat-5.png b/docs/media/lsa-statcat-5.png index 565d632d83..076cb31185 100644 Binary files a/docs/media/lsa-statcat-5.png and b/docs/media/lsa-statcat-5.png differ diff --git a/docs/media/lsa-statcat-6.png b/docs/media/lsa-statcat-6.png index b7bb8585a6..9dcdf35263 100644 Binary files a/docs/media/lsa-statcat-6.png and b/docs/media/lsa-statcat-6.png differ diff --git a/docs/media/lsa-statcat-8.png b/docs/media/lsa-statcat-8.png index 3156964623..0d69c9d0cc 100644 Binary files a/docs/media/lsa-statcat-8.png and b/docs/media/lsa-statcat-8.png differ