From 5e50a9c09f940c07b81146f0bc1b74a0cd9d0228 Mon Sep 17 00:00:00 2001 From: Robert Soulliere <rsoulliere@libdog.mohawkcollege.ca> Date: Sun, 12 Sep 2010 17:21:22 -0400 Subject: [PATCH] Re-add admin receipt and survey files. They are includes of included chapters. --- 1.6/admin/admin-receipt.xml | 335 ++++++++++++++++++++++++++++++++++++++++++++ 1.6/admin/admin-survey.xml | 193 +++++++++++++++++++++++++ 2 files changed, 528 insertions(+) create mode 100644 1.6/admin/admin-receipt.xml create mode 100644 1.6/admin/admin-survey.xml diff --git a/1.6/admin/admin-receipt.xml b/1.6/admin/admin-receipt.xml new file mode 100644 index 0000000000..50f8b460c3 --- /dev/null +++ b/1.6/admin/admin-receipt.xml @@ -0,0 +1,335 @@ +<?xml version="1.0" encoding="utf-8"?> +<section xml:id="lsa-receipt" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN" + xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink"> + + <info> + <title>Receipt Template Editor</title> + </info> + + <para>This tip sheet will show you how to customize your receipts.  This example will walk you + through how to customize the receipt that is printed on checkout.  </para> + + <para>Receipt templates are saved on the workstation, but it is possible to export the templates + to import to other workstations.  </para> + +<procedure> + + <step> + <para>Select <menuchoice><guimenu>Admin (-)</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Receipt Template Editor</guimenuitem></menuchoice>.  </para> + </step> + + + <step> + + <para>Select the <guimenuitem>checkout</guimenuitem> template from the dropdown menu. +  </para> + </step> + + + <step> + <para>You can edit the <guilabel>Header</guilabel>, <guilabel>Line + Item</guilabel> or <guilabel>Footer</guilabel> on the right hand side.  </para> + </step> + + + <step><para>In the upper right hand corner you can see the available macros by clicking on the + <guibutton>Macros</guibutton> button.  A macro prints a real value from the database. + The macros that are available + vary slightly between types of receipt templates (i.e. bills, holds, items). </para> + </step> + + + <step><informalfigure> <para>Here are the available macros for an item receipt, like a checkout receipt.  </para> + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-5.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-5.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + </procedure> + + <simplesect> + <info> + <title>Adding an image</title> + </info> + +<procedure> + <step><para>You can edit the <guilabel>Header</guilabel> to have an image.  This is the default checkout <guilabel>Header</guilabel>. +  </para> + </step> + + + <step><para>Using HTML tags you can insert a link to an image that exists on the web.  The + link will end in <emphasis>.jpg</emphasis> or possibly <emphasis>.gif</emphasis>.  To + get this link you can right click on the image and choose <guimenuitem>Copy Image + Location</guimenuitem> (<application>Firefox</application>).  </para> + +<para>If you are using <application>Internet Explorer</application> right click and select <guimenuitem>Save Picture + Asâ¦</guimenuitem> + </para> + + </step> + + <step> <para>Enter the URL of the + link for the image that you just copied off a website. </para> + +<para>By clicking outside the <guilabel>Header</guilabel> box the <guilabel>Preview</guilabel> will update to reflect the edit you just + made.  </para> + + </step> + + <step><para>If the image runs into the text, add a <br/> after the + image to add a line break.</para> + </step></procedure> + <tip><para>You may use most HTML tags.  See <link xlink:title="http://www.w3schools.com/html/" xlink:href="http://www.w3schools.com/html/">http://www.w3schools.com/html/</link> for more information on HTML tags.  </para></tip> + </simplesect> + <simplesect> + <info> + <title>Line Item</title> + </info> + + <informalfigure> <para>This is what the default <guilabel>Line Item</guilabel> looks like:</para> + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="1" fileref="../media/receipt-11.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scalefit="1" width="100%" contentdepth="100%" + fileref="../media/receipt-11.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure> + + <para>In this example, the macro %barcode% prints the item barcodes of the books that were + checked out.  The macro %due_date% prints the due date for each item that was checked out. +  </para> + + <para>In this example, we will not make any changes to the <guilabel>Line Item</guilabel></para> + + + <note> <para>The due date can only be printed in the YYYY-MM-DD format. </para></note> + + </simplesect> + <simplesect> + <info> + <title>Editing the footer</title> + </info> + + +<procedure> <step><informalfigure> <para>This is what the default <guilabel>Footer</guilabel> looks like:</para> + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="1" fileref="../media/receipt-12.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scalefit="1" width="100%" contentdepth="100%" + fileref="../media/receipt-12.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + + <step><informalfigure><para>Remove the âYou were helped by %STAFF_FIRSTNAME% <br/>â.  As many + libraries use a generic circulation login on the circulation desk, the âYou were + helped byâ¦â note isnât meaningful.  </para> + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="1" fileref="../media/receipt-13.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scalefit="1" width="100%" contentdepth="100%" + fileref="../media/receipt-13.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + <step><informalfigure> <para>Once you have the checkout template how you want it, click <guibutton>Save Locally</guibutton> to save + the template to your computer.  </para> + + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/receipt-15.jpg"/> + </imageobject> + + </mediaobject> + </para></informalfigure></step> + + + <step><informalfigure><para>Click OK.</para> + + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-16.png"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-16.png"/> + </imageobject> + </mediaobject> + </para></informalfigure></step></procedure> + + <tip> <para>The footer is a good place to advertise upcoming library programs or events.  </para></tip> + + </simplesect> + <simplesect> + <info> + <title>Exporting templates</title> + </info> + + <para>As you can only save a template on to the computer you are working on you will need to + export the template if you have more than one computer that prints out receipts (i.e., more + than one computer on the circulation desk, or another computer in the workroom that you use + to checkin items or capture holds with).</para> + + +<procedure> <step><informalfigure> <para>Click on <guilabel>Export</guilabel>.  </para> + + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-17.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-17.jpg"/> + </imageobject> + </mediaobject> + </para> +</informalfigure></step> + + + + <step><informalfigure><para>Select the location to save the template to, name the template, and click <guibutton>Save</guibutton>. +  </para> + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-18.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-18.jpg"/> + </imageobject> + </mediaobject> + </para> +</informalfigure></step> + + + + <step><informalfigure><para>Click <guibutton>OK</guibutton>.  </para> + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-19.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-19.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step></procedure> + + </simplesect> + <simplesect> + <info> + <title>Importing Templates</title> + </info> +<procedure> + + <step><informalfigure> <para>Click <guibutton>Import</guibutton>.</para> + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-20.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-20.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + + <step><informalfigure><para>Navigate to and select the template that you want to import.  Click <guibutton>Open</guibutton>. </para> + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-21.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-21.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + + <step><informalfigure> <para>Click <guibutton>OK</guibutton>.</para> + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-22.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-22.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + + + <step><informalfigure><para>Click <guibutton>Save Locally</guibutton>.</para> + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-23.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-23.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step> + + + <step><informalfigure><para>Click <guibutton>OK</guibutton>.</para> + + + <para> + <mediaobject> + <alt>screenshot of staff client</alt> + <imageobject role="html"> + <imagedata scalefit="0" fileref="../media/receipt-24.jpg"/> + </imageobject> + <imageobject role="fo"> + <imagedata scale="80" fileref="../media/receipt-24.jpg"/> + </imageobject> + </mediaobject> + </para></informalfigure></step></procedure> + </simplesect> +</section> diff --git a/1.6/admin/admin-survey.xml b/1.6/admin/admin-survey.xml new file mode 100644 index 0000000000..d7309af488 --- /dev/null +++ b/1.6/admin/admin-survey.xml @@ -0,0 +1,193 @@ +<?xml version="1.0" encoding="utf-8"?> +<section xml:id="lsa-survey" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN" + xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink"> + <info> + <title>Surveys</title> + </info> + <para>This section illustrates how to create a survey, shows where the survey responses are saved + in the patron record, and explains how to report on surveys.</para> + + <para>Survey questions show up on the 6th patron registration screen, or on the 6th patron edit + screen. Surveys questions can be optional or required. Some examples of survey questions + might include: <emphasis>Would you use the library if it were open on a Sunday?</emphasis> + <emphasis>Would you like to be contacted by the library to learn about new + services?</emphasis> <emphasis>Do you attend library programs?</emphasis></para> + + <para>Surveys come up when a patron is first registered. If you would like staff to ask the + survey questions when the patronâs library card is renewed, youâll need to make that part of + local procedure.</para> + + <para>It is possible to run reports on survey questions. For example, you could find out how + many people say they would use the library if it were open on a Sunday, or you could get a + list of patrons who say they would like to receive marketing material from the library. + </para> + <procedure> + <step> + <informalfigure> + <para>From the <guimenu>Admin (-)</guimenu> menu, select <menuchoice> + <guimenu>Local Administration</guimenu> + <guimenuitem>Surveys</guimenuitem> + </menuchoice>.</para> + <para> + <mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-1.png"/> + </imageobject> + + </mediaobject> + </para> + </informalfigure> + + </step> + + <step> + <informalfigure> + <para>The <guilabel>Survey List</guilabel> will open. In this example the table is + empty because no surveys have been created. Click <guibutton>Add New + Survey</guibutton>. </para> + <para> + <mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata width="100%" scalefit="1" fileref="../media/survey-2.png"/> + </imageobject> + + </mediaobject> + </para> + </informalfigure> + + </step> + + <step> + <informalfigure> + <para>Fill out the <guilabel>New Survey</guilabel> form, then click <guibutton>Save + Changes</guibutton>. </para> + <para> + <mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-3.png"/> + </imageobject> + + </mediaobject> + </para> + </informalfigure> + <para>A few tips when creating a new survey:</para> + <itemizedlist> + <listitem> + <para><guilabel>Start Date</guilabel> must always be in the future. It is not + possible to add questions to a survey after the start date.</para> + </listitem> + <listitem> + <para>Dates should be in YYYY-MM-DD format</para> + </listitem> + <listitem> + <para><guilabel>OPAC Survey?</guilabel> and <guilabel>Poll Style?</guilabel> are + not yet implemented - leave unchecked</para> + </listitem> + <listitem> + <para>Check <guilabel>Is Required</guilabel> if the survey should be mandatory + for all new patrons</para> + </listitem> + <listitem> + <para>Check <guilabel>Display in User Summary</guilabel> to make survey answers + visible from patron records</para> + </listitem> + </itemizedlist> + + </step> + + <step> + <informalfigure> + <para>A summary of your new survey will appear. Type the first survey question in + the <guilabel>Question</guilabel> field, then click <guibutton>Save Question + & Add Answer</guibutton>. Survey questions are multiple + choice.</para> + + <para> + <mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-4.png"/> + </imageobject> + + </mediaobject> + </para> + </informalfigure> + + + </step> + + <step> + <informalfigure> + <para>Enter possible multiple choice answers and click <guibutton>Add + Answer</guibutton>. Each question may have as many answers as you + like.</para> + <para> + <mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-5.png"/> + </imageobject> + + </mediaobject> + </para> + </informalfigure> + + </step> + + <step> + <informalfigure> <para>Repeat the steps above to add as many questions and answers as you wish. When + finished click <guibutton>Save</guibutton>, then <guilabel>Go Back</guilabel> to + return to the survey list.</para> + <para><mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-6.png"/> + </imageobject> + + </mediaobject></para></informalfigure> + + </step> + <step> + <informalfigure><para>Your new survey will appear in the <guilabel>Survey List</guilabel> table. To make further changes click the survey name to open the detailed view.</para> + + <para><mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata width="100%" scalefit="1" fileref="../media/survey-7.png"/> + </imageobject> + + </mediaobject></para></informalfigure> + + </step> + </procedure> + <informalfigure><para>This is what the survey looks like in the patron registration/edit screen. Note that in + this example this survey question appears in red and is required as the + <guilabel>Is Required</guilabel> box was checked when creating the survey.</para> + + <para><mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata width="100%" scalefit="1" fileref="../media/survey-8.png"/> + </imageobject> + + </mediaobject></para></informalfigure> + + <informalfigure><para>To see a patronâs response to a survey, retrieve the patron record. Click <menuchoice><guimenu>Other</guimenu><guimenuitem>Surveys</guimenuitem></menuchoice> to see the response.</para> + <para><mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-9.png"/> + </imageobject> + + </mediaobject> + <mediaobject> + <alt>surveys interface</alt> + <imageobject> + <imagedata scalefit="0" fileref="../media/survey-10.png"/> + </imageobject> + + </mediaobject></para></informalfigure> +</section> -- 2.11.0