This patch updates the help files in the cataloging folder.
It adds one missing help file and adds links to the manual
and updates to the others.
---
.../prog/en/modules/help/cataloguing/addbiblio.tt | 39 +++++++++++---------
.../prog/en/modules/help/cataloguing/additem.tt | 16 +++++----
.../prog/en/modules/help/cataloguing/merge.tt | 8 +++--
.../prog/en/modules/help/cataloguing/moveitem.tt | 15 ++++++++
4 files changed, 50 insertions(+), 28 deletions(-)
create mode 100644
koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt
diff --git
a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt
b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt
index 287a3da..55774dc 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt
@@ -2,10 +2,6 @@
<h1>Cataloging</h1>
-<p>Before you start cataloging in Koha you're going to want to do some basic
setup. Refer to the Implementation Checklist for a full list of these things.
Most importantly you're going to want to make sure that your Frameworks are all
defined the way you want. Once in the cataloging module you will not be able to
add or remove fields and subfields so your frameworks must be ready before you
start cataloging.</p>
-
-<h2>Adding Records</h2>
-
<p>Records can be added to Koha via original or copy cataloging. If you would
like to catalog a record using a blank template</p>
<ul>
@@ -19,16 +15,20 @@
<p>If you want to catalog a record based on an existing record at another
library</p>
<ul>
- <li>Click 'z39.50 Search'</li>
+ <li>Click 'z39.50 Search'
+<ul>
<li>Search for the item you would like to catalog
<ul>
- <li>If no results are found, try searching for fewer fields, not all
Z39.50 targets can search all of the fields above.</li>
+ <li>Tip: If no results are found, try searching for fewer fields, not
all Z39.50 targets can search all of the fields above.</li>
</ul>
</li>
<li>Search targets can be altered by using the Z39.50 Admin area.</li>
<li>From the results you can view the MARC or Card view for the records
or choose to Import them into Koha
<ul>
<li>In addition to the Import link to the right of each title, you can
click on the title you're interested in and a menu will pop up with links to
preview the record and import it</li>
+ <li>If you don't find the title you need in your Z39.50 search results
you can click the 'Try Another Search' button at the bottom left of your
results</li>
+</ul>
+</li>
</ul>
</li>
</ul>
@@ -36,29 +36,26 @@
<p>Once you've opened a blank framework or imported a record via Z39.50 you
will be presented with the form to continue cataloging</p>
<ul>
- <li>To expand a collapsed tag click on the tag number</li>
- <li>To get help from the Library of Congress on a MARC tag click the
question mark (?) to the right of each field number
+ <li>To expand a collapsed tag click on the tag description</li>
+ <li>To get help from the Library of Congress on a Marc tag click the
question mark (?) to the right of each field number
<ul>
- <li style="background-color: #ffe599">If you think this is an unwanted
feature, you could add the following JavaScript to your intranetuserjs system
preference:
-$(document).ready(function(){<br>
-$(".tagnum a").hide();<br>
-});</li>
+ <li>If you feel that this clutters the screen you can hide the question
marks by unchecking the box next to the 'Show MARC tag documentation links'
note at the top right of the editor</li>
</ul>
</li>
<li>Sometimes fields may not be editable due to the value in your
BiblioAddsAuthorities system preference. If you have this preference set to not
allow catalogers to type in fields controlled by authorities you may see a lock
symbol to the left of the field.
<ul>
- <li>If this icon appears you must click the ellipse to the right of the
field to search for an existing authority.</li>
+ <li>If this icon appears you must click the icon to the right of the
field to search for an existing authority.</li>
<li>From the results list click 'Choose authority' to bring that into
your catalog record</li>
</ul>
</li>
- <li>To duplicate a field click on the + (plus sign) to the right of the
tag
+ <li>To duplicate a field click on the 'repeat this tag' icon to the
right of the tag
<ul>
<li>To move subfields in to the right order, click the up arrow to the
left of the field</li>
<li>To duplicate a subfield click on the clone icon (to remove a copied
field, click the delete clone icon) to the right of the field</li>
<li>To remove a subfield (if there is more than one of the same type),
click the - (minus sign) to the right of the field</li>
</ul>
</li>
- <li>To use a plugin click on the ... (ellipse) to the right of the filed
+ <li>To use a plugin click on the icon to the right of the filed
<ul>
<li>Some fixed fields have editors that will change based on the
material type you're cataloging (for example the 006 and the 008 fields)</li>
</ul>
@@ -68,15 +65,19 @@ $(".tagnum a").hide();<br>
<li>If you are about to add a duplicate record to the system you will
be warned before saving</li>
</ul>
</li>
-</ul>
+</ul>
<h2>Editing Records</h2>
-<p>To edit a record you can click 'Edit Biblio' from the search results on the
cataloging page or by clicking the Edit button on the Bibliographic Record.</p>
+<p>To edit a record you can click 'Edit Biblio' from the search results on the
cataloging page or by clicking the Edit button on the Bibliographic Record and
choosing 'Edit Record'</p>
<p>The record will open in the MARC editor</p>
-<p>Once you have made your edits you can click 'Save' at the top of the
editor.</p>
+<p>The alternative is to search via Z39.50 to overlay your record with a
fuller record found at another library. You can do this by choosing 'Replace
Record via Z39.50' from the Edit menu.</p>
+
+<p>Once you choose that you will be brought to a Z39.50 search window to
search other libraries for the record in question.</p>
+
+<p>Once you have made your edits (via either method) you can click 'Save' at
the top left of the editor.</p>
<h2>Duplicating Records</h2>
@@ -88,4 +89,6 @@ $(".tagnum a").hide();<br>
<p>If you would like to merge together multiple records you can do that via
the Lists tool.</p>
+<p><strong>See the full documentation for Cataloging in the <a
href="http://manual.koha-community.org/3.6/en/cataloging.html#catbibs";>manual</a>
(online).</strong></p>
+
[% INCLUDE 'help-bottom.inc' %]
diff --git
a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt
b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt
index 265b13d..43b2a31 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt
@@ -6,10 +6,10 @@
<p>The item edit form will appear:</p>
-<p>At the very least, the following fields should be entered for new items:</p>
+<p>At the very least, if you plan on circulating the item, the following
fields should be entered for new items:</p>
<ul>
- <li>8 - Collection code</li>
+ <li>2 - Source of classification</li>
<li>a - Permanent location</li>
<li>b - Shelving location</li>
<li>o - Full call number</li>
@@ -47,14 +47,16 @@
<p>The edit menu is also where items can be deleted from</p>
-<h2>Moving Items</h2>
+<h2>Deleting Items</h2>
-<p>Items can be moved from one bibliographic record to another using the
Attach Item option</p>
+<p>There are many ways to delete item records. If you only need to delete one
item you can do this by opening up the detail page for the bib record and
clicking the 'Edit' button at the top. From there you can choose to 'Edit
items'.</p>
-<p>Visit the bibliographic record you want to attach the item to and choose
'Attach Item' from the 'Edit' menu.</p>
+<p>You will be presented with a list of items and next to each one will be a
link labeled 'Delete'. Click that link and if the item is not checked out it
will delete that item.</p>
-<p>Simply enter the barcode for the item you want to move and click
'Select'</p>
+<p>If you know that all of the items attached to your record are not currently
checked out you can use the 'Delete all items' option under the 'Edit menu' and
it will remove all items from the record.</p>
-<p>If you want to move all items to a new record creating only one
bibliographic record you can use the Merge Records tool instead.</p>
+<p>Finally you can use the batch delete tool to delete a batch of items.</p>
+
+<p><strong>See the full documentation for Adding/Editing Items in the <a
href="http://manual.koha-community.org/3.6/en/catitems.html";>manual</a>
(online).</strong></p>
[% INCLUDE 'help-bottom.inc' %]
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt
b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt
index 44b9f2b..854bafe 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/merge.tt
@@ -2,13 +2,13 @@
<h1>Merging Items</h1>
-<p style="color: rgb(153, 0, 0);">Important: Merging will only work with two
bibliographic records that use the same bibliographic framework.</p>
+<p style="color: rgb(153, 0, 0);">Important: Merging will only work with two
items that use the same bibliographic framework.</p>
<p>The easiest way to merge together duplicate bibliographic records is to add
them to a list and use the Merge Tool from there.</p>
-<p>From the list, check the two bibliographic records you want to merge. If
you choose more than or fewer than 2, you will be presented with an error.</p>
+<p>From the list, check the two items you want to merge. If you choose more
than or fewer than 2, you will be presented with an error</p>
-<p>Once you have selected the records you want to merge, click the 'Merge
selected records' button. You will be asked which of the two records you would
like to keep as your primary record and which will be deleted after the
merge.</p>
+<p>Once you have selected the records you want to merge, click the 'Merge
selected items' button. You will be asked which of the two records you would
like to keep as your primary record and which will be deleted after the
merge.</p>
<p>You will be presented with the MARC for both of the records (each
accessible by tabs labeled with the bib numbers for those records). By default
the entire first record will be selected, uncheck the fields you don't want in
the final (destination) record and then move on to the second tab to choose
which fields should be in the final (destination) record.</p>
@@ -20,4 +20,6 @@
<p style="color: rgb(153, 0, 0);">Important: It is important to rebuild your
zebra index immediately after merging records. If a search is performed for a
record which has been deleted Koha will present the patrons with an error in
the OPAC.</p>
+<p><strong>See the full documentation for Merging Items in the <a
href="http://manual.koha-community.org/3.6/en/stafflists.html#mergebibrecs";>manual</a>
(online).</strong></p>
+
[% INCLUDE 'help-bottom.inc' %]
diff --git
a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt
b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt
new file mode 100644
index 0000000..d35eead
--- /dev/null
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/moveitem.tt
@@ -0,0 +1,15 @@
+[% INCLUDE 'help-top.inc' %]
+
+<h1>Moving Items</h1>
+
+<p>Items can be moved from one bibliographic record to another using the
Attach Item option</p>
+
+<p>Visit the bibliographic record you want to attach the item to and choose
'Attach Item' from the 'Edit' menu.</p>
+
+<p>Simply enter the barcode for the item you want to move and click
'Select'</p>
+
+<p>If you want to move all items to a new record creating only one
bibliographic record you can use the Merge Records tool instead.</p>
+
+<p><strong>See the full documentation for Moving Items in the <a
href="http://manual.koha-community.org/3.6/en/catitems.html#moveitemrec";>manual</a>
(online).</strong></p>
+
+[% INCLUDE 'help-bottom.inc' %]
--
1.7.2.3
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