From e9bb2ff3afa356ca4bf6c19ec5e2192f0563de86 Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Sun, 1 Oct 2017 13:05:18 -0700 Subject: [PATCH] Docs: documenting copy locations Signed-off-by: Jane Sandberg --- docs/admin/copy_locations.adoc | 115 ++++++++++++++++++++++++++++++++++++++ docs/root_staff_client_admin.adoc | 2 + 2 files changed, 117 insertions(+) create mode 100644 docs/admin/copy_locations.adoc diff --git a/docs/admin/copy_locations.adoc b/docs/admin/copy_locations.adoc new file mode 100644 index 0000000000..ae17a0d25d --- /dev/null +++ b/docs/admin/copy_locations.adoc @@ -0,0 +1,115 @@ +Administering copy locations +---------------------------- + +Creating new copy locations +~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +. Click _Administration_. +. Click _Local Administration_. +. Click _Copy Locations Editor_. +. Type the name of the copy location. +. In _OPAC Visible_, choose whether you would like items in this copy location + to appear in the catalog. +. In _Hold Verify_, +. In _Checkin Alert_, choose whether you would like a routing alert to appear + when a copy in this location is checked in. This is intended for special + locations, such as 'Display', that may require special handling, or that + temporarily contain items that are not normally in that location. ++ +NOTE: By default, these alerts will only display when a copy is checked in, _not_ +when it is used to record an in-house use. ++ +To also display these alerts when a copy in your location is scanned for in-house +use, go to Administration > Local Administration > Library Settings Editor and +set _Display copy location check in alert for in-house-use_ to True. ++ +. If you would like a prefix or suffix to be added to the call numbers of every + volume in this location, enter it. +. If you would like, add a URL to the _URL_ field. When a URL is entered in + this field, the associated copy location will display as a link in the Public + Catalog summary display. This link can be useful for retrieving maps or other + directions to the copy location to aid users in finding material. +. If you would like to override any copy-level circulation/hold policies to + make sure that copies in your new location can't circulate or be holdable, + choose _No_ in the appropriate field. If you choose _Yes_, Evergreen will + use the typical circulation and hold policies to determine circulation + abilities. + +Deleting copy locations +~~~~~~~~~~~~~~~~~~~~~~~ + +You may only delete a copy location if: +. it doesn't contain any copies, or +. it only contains deleted copies. + +Evergreen preserves copy locations in the database, so no statistical information +is lost when a copy location is deleted. + +Modifying copy location order +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +. Go to _Administration_. +. Go to _Local Administration_. +. Click _Copy Location Order_. +. Drag and drop the locations until you are satisfied with their order. +. Click _Apply changes_. + + +Copy location groups +~~~~~~~~~~~~~~~~~~~~ + +.Use case +**** +Mayberry Public Library provides a scope allowing users to search for all +children's materials in their library. The library's children's scope +incorporates several copy locations used at the library, including Picture +Books, Children's Fiction, Children's Non-Fiction, Easy Readers, and Children's +DVDs. The library also builds a similar scope for YA materials that incorporates +several copy locations. +**** + +This feature allows staff to create and name sets of copy locations to use as +a search filter in the catalog. OPAC-visible groups will display within the +library selector in the Public Catalog. When a user selects a group +and performs a search, the set of results will be limited to records that have +copies in one of the copy locations within the group. Groups can live at any +level of the library hierarchy and may include copy locations from any parent +org unit or child org unit. + +NOTE: To work with Copy Location Groups, you will need the ADMIN_COPY_LOCATION_GROUP +permission. + +Create a Copy Location Group +^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +. Click Administration -> Local Administration -> Copy Location Groups. +. At the top of the screen is a drop down menu that displays the org unit tree. + Select the unit within the org tree to which you want to add a copy location group. + The copy locations associated with the org unit appear in the Copy Locations column. +. In the column called _Location Groups_, click _New_. +. Choose how you want the copy location group to display to patrons in the catalog's + org unit tree in the OPAC. By default, when you add a new copy location group, the + group displays in the org unit tree beneath any branches or sub-libraries of its + parental org unit. If you check the box adjacent to Display above orgs, then the + group will appear above the branches or sub-libraries of its parental org unit. +. To make the copy location group visible to users searching the public catalog, check + the box adjacent to Is OPAC visible? +. Enter a _Name_ for the copy location group. +. Click Save. The name of the Copy Location Group appears in the Location Groups. +. Select the copy locations that you want to add to the group, and click Add. The copy + locations will populate the middle column, Group Entries. +. The copy location group is now visible in the org unit tree in the catalog. Search + the catalog to retrieve results from any of the copy locations that you added to + the copy location group. + +Order Copy Location Groups +^^^^^^^^^^^^^^^^^^^^^^^^^^ + +If you create more than one copy location group, then you can order the groups in the +org unit tree. + +. Click Administration -> Local Administration -> Copy Location Groups. +. Three icons appear next to each location group. Click on the icons to drag the copy + location groups into the order in which you would like them to appear in the catalog. +. Search the catalog to view the reorder of the copy location groups. + diff --git a/docs/root_staff_client_admin.adoc b/docs/root_staff_client_admin.adoc index 5d8a2366cc..3f9a15c962 100644 --- a/docs/root_staff_client_admin.adoc +++ b/docs/root_staff_client_admin.adoc @@ -70,6 +70,8 @@ include::admin/MARC_RAD_MVF_CRA.adoc[] include::admin/restrict_Z39.50_sources_by_perm_group.adoc[] +include::admin/copy_locations.adoc[] + :leveloffset: 1 include::admin_initial_setup/importing_via_staff_client.adoc[] -- 2.11.0