From 1e74a150a546f13a0d7b1fb77f1769d34eb0478d Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Sun, 17 Sep 2017 08:23:33 -0700 Subject: [PATCH] Docs reorg: splitting self-check documentation into appropriate manuals Signed-off-by: Jane Sandberg --- docs/admin/audio_alerts.adoc | 38 +++++++++++++++++ docs/circulation/self_check.adoc | 41 ------------------- docs/circulation/self_check_configuration.adoc | 56 ++++++++++++++++++++++++++ docs/root_circulation.adoc | 1 + docs/root_command_line_admin.adoc | 3 +- docs/root_staff_client_admin.adoc | 11 ++--- 6 files changed, 103 insertions(+), 47 deletions(-) create mode 100644 docs/admin/audio_alerts.adoc create mode 100644 docs/circulation/self_check_configuration.adoc diff --git a/docs/admin/audio_alerts.adoc b/docs/admin/audio_alerts.adoc new file mode 100644 index 0000000000..3dd6a9cf9d --- /dev/null +++ b/docs/admin/audio_alerts.adoc @@ -0,0 +1,38 @@ +Managing audio alerts +--------------------- + +Globally silencing sounds +~~~~~~~~~~~~~~~~~~~~~~~~~ +indexterm:[audio alerts,silencing] +indexterm:[nosound.wav] + +The file `nosound.wav` can be used +to globally disable audio alerts for a specific event on an Evergreen system. + +For example, to silence the alert that sounds after a successful patron search: + +[source, bash] +------------------------------------------------------------------------------ +mkdir -p /openils/var/web/audio/notifications/success/patron/ +cd /openils/var/web/audio/notifications/success/patron/ +ln -s ../../nosound.wav by_search.wav +------------------------------------------------------------------------------ + + +Self-check interface +~~~~~~~~~~~~~~~~~~~~ +indexterm:[audio alerts,self check interface] +indexterm:[self check interface,audio alerts] +indexterm:[audio_config.tt2] + +Sounds may play at certain events in the self check interface. These +events are defined in the `templates/circ/selfcheck/audio_config.tt2` +template. To use the default sounds, you could run the following command +from your Evergreen server as the *root* user (assuming that +`/openils/` is your install prefix): + +[source, bash] +------------------------------------------------------------------------------ +cp -r /openils/var/web/xul/server/skin/media/audio /openils/var/web/. +------------------------------------------------------------------------------ + diff --git a/docs/circulation/self_check.adoc b/docs/circulation/self_check.adoc index ba963548b2..9fcbd97b52 100644 --- a/docs/circulation/self_check.adoc +++ b/docs/circulation/self_check.adoc @@ -20,47 +20,6 @@ check station, a staff member must initialize the interface by logging in. image::media/self-check-admin-login.png[Self Check Admin Login] -Setting library hours of operation -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -When the self check prints a receipt, the default template includes the -library's hours of operation in the receipt. If the library has no configured -hours of operation, the attempt to print a receipt fails and the browser hangs. - -Configuring self check behavior -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Several library settings control the behavior of the self check: - -* *Audio Alerts*: Plays sounds when events occur in the self check. These - events are defined in the `templates/circ/selfcheck/audio_config.tt2` - template. To use the default sounds, you could run the following command - from your Evergreen server as the *root* user (assuming that - `/openils/` is your install prefix): -+ -[source, bash] ------------------------------------------------------------------------------- -cp -r /openils/var/web/xul/server/skin/media/audio /openils/var/web/. ------------------------------------------------------------------------------- -+ -* *Block copy checkout status*: Prevent the staff user's permission override - from enabling patrons to check out items that they would not normally be able - to check out, such as the "On reservation shelf" status. The status IDs are - found in the `config.copy_status` database table. -* *Patron Login Timeout*: Automatically logs the patron out of the self check - after a certain period of inactivity. *NOT CURRENTLY SUPPORTED* -* *Pop-up alert for errors*: In addition to displaying an alert message on the - screen, this setting raises patron awareness of possible problems by raising - an alert box that the patron must dismiss before they can check out another - item. -* *Require Patron Password*: By default, users can enter either their user name - or barcode, without having to enter their password, to access their account. - This setting requires patrons to enter their password for additional - security. -* *Workstation Required*: If set, the URL must either include a - `?ws=[workstation]` parameter, where _[workstation]_ is the name of a - registered Evergreen workstation, or the staff member must register a new - workstation when they login. The workstation parameter ensures that check outs - are recorded as occurring at the correct library. - Basic Check Out --------------- diff --git a/docs/circulation/self_check_configuration.adoc b/docs/circulation/self_check_configuration.adoc new file mode 100644 index 0000000000..670248dd3e --- /dev/null +++ b/docs/circulation/self_check_configuration.adoc @@ -0,0 +1,56 @@ +Self checkout +============= + +Introduction +------------ + +Evergreen includes a self check interface designed for libraries that simply +want to record item circulation without worrying about security mechanisms like +magnetic strips or RFID tags. + +Initializing the self check +--------------------------- +The self check interface runs in a web browser. Before patrons can use the self +check station, a staff member must initialize the interface by logging in. + +. Open your self check interface page in a web browser. By default, the URL is + `https://[hostname]/eg/circ/selfcheck/main`, where _[hostname]_ + represents the host name of your Evergreen web server. +. Log in with a staff account with circulation permissions. + +image::media/self-check-admin-login.png[Self Check Admin Login] + +Setting library hours of operation +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +When the self check prints a receipt, the default template includes the +library's hours of operation in the receipt. If the library has no configured +hours of operation, the attempt to print a receipt fails and the browser hangs. + +Configuring self check behavior +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Several library settings control the behavior of the self check: + +* *Block copy checkout status*: Prevent the staff user's permission override + from enabling patrons to check out items that they would not normally be able + to check out, such as the "On reservation shelf" status. The status IDs are + found in the `config.copy_status` database table. +* *Patron Login Timeout*: Automatically logs the patron out of the self check + after a certain period of inactivity. *NOT CURRENTLY SUPPORTED* +* *Pop-up alert for errors*: In addition to displaying an alert message on the + screen, this setting raises patron awareness of possible problems by raising + an alert box that the patron must dismiss before they can check out another + item. +* *Require Patron Password*: By default, users can enter either their user name + or barcode, without having to enter their password, to access their account. + This setting requires patrons to enter their password for additional + security. +* *Workstation Required*: If set, the URL must either include a + `?ws=[workstation]` parameter, where _[workstation]_ is the name of a + registered Evergreen workstation, or the staff member must register a new + workstation when they login. The workstation parameter ensures that check outs + are recorded as occurring at the correct library. + +Using the self check +-------------------- + +See the circulation manual for documentation about using the self check interface. diff --git a/docs/root_circulation.adoc b/docs/root_circulation.adoc index 1305fe9cf3..d43eefdcd8 100644 --- a/docs/root_circulation.adoc +++ b/docs/root_circulation.adoc @@ -58,6 +58,7 @@ include::opac/using_the_public_access_catalog.adoc[] :leveloffset: 0 +include::circulation/self_check.adoc[] diff --git a/docs/root_command_line_admin.adoc b/docs/root_command_line_admin.adoc index 9eca3d77b7..24a284b60f 100644 --- a/docs/root_command_line_admin.adoc +++ b/docs/root_command_line_admin.adoc @@ -103,8 +103,9 @@ include::admin_initial_setup/designing_your_catalog.adoc[] :leveloffset: 0 -include::opac/new_skin_customizations.adoc[] +include::admin/audio_alerts.adoc[] +include::opac/new_skin_customizations.adoc[] include::shared/attributions.adoc[] diff --git a/docs/root_staff_client_admin.adoc b/docs/root_staff_client_admin.adoc index 1f2a2513cd..7d06b3872e 100644 --- a/docs/root_staff_client_admin.adoc +++ b/docs/root_staff_client_admin.adoc @@ -99,8 +99,6 @@ include::admin/hold_driven_recalls.adoc[] include::admin/copy_statuses.adoc[] -include::circulation/self_check.adoc[] - Circulating uncataloged materials @@ -172,6 +170,7 @@ Negative balances This section needs to be written + Circulation timesavers and workflows ------------------------------------ @@ -226,10 +225,12 @@ Need to extract this from the offline circulation documentation include::admin/workstation_admin_receipt_template_editor.adoc[] -Self-check administration -------------------------- +:leveloffset: 1 + +include::circulation/self_check_configuration.adoc[] + +:leveloffset: 0 -Need to extract this from the self-check documentation // Patron UX Patron User Experience Administration -- 2.11.0