+++ /dev/null
-<?xml version="1.0" encoding="utf-8"?>\r
-<chapter xml:id="usingstaffclient" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
- xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
- <info>\r
-\r
- <title>Using the Staff Client</title>\r
-\r
- </info>\r
-\r
- <section>\r
- <info>\r
- <title>Logging in to Evergreen</title><indexterm><primary>staff client</primary><secondary>logging into</secondary></indexterm>\r
- </info>\r
-\r
- <para>To log in you must first install the Evergreen Staff Client, available for download from\r
- the Evergreen site at <link\r
- xlink:href="http://downloads.open-ils.org/"\r
- >http://downloads.open-ils.org/</link>.</para>\r
-\r
- <para>Each staff member can have their own username and password, or generic logins can be\r
- used.</para>\r
- <para>\r
-\r
-\r
-\r
- <mediaobject xml:id="staffclient-login">\r
- <alt>screenshot of staff client login</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-1.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
- </para>\r
-\r
-\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/1.png"/>\r
- </imageobject>\r
- </inlinemediaobject> Enter <guilabel>Username</guilabel> and <guilabel>Password</guilabel>\r
- for your staff account, then click <guibutton>Login</guibutton>. Under normal circumstances\r
- this is all that is required to login. </para>\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/2.png"/>\r
- </imageobject>\r
- </inlinemediaobject> If the staff client can connect to Evergreen both\r
- <guilabel>Status</guilabel> and <guilabel>Version</guilabel> display a green\r
- <emphasis>200:OK</emphasis> message. If not, ensure the hostname is\r
- correctly entered and click <guibutton>Re-Test\r
- Server</guibutton>. If the error message persists make sure your are connected to the\r
- internet.</para>\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/3.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Locale</guilabel> sets the language preferences for the staff client.</para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/4.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Workstation</guilabel> identifies your physical computer location. Workstation registration is done by a Local System\r
- Administrator when staff clients are first installed. </para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/5.png"/>\r
- </imageobject>\r
- </inlinemediaobject> If your connection to Evergreen is lost during open hours, click\r
- <guibutton>Standalone Interface</guibutton> to continue with check out and patron\r
- registration functions until the connection is restored. </para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/6.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Debug Options</guilabel> are for advanced troubleshooting and can be ignored in\r
- normal use. </para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/7.png"/>\r
- </imageobject>\r
- </inlinemediaobject> Click <guibutton>Clear Cache</guibutton> to remove the staff client's\r
- locally cached files. This may be required to see recent changes to administrative settings.</para>\r
-\r
-\r
-\r
-\r
- </section>\r
- <section xml:id="staffclient-navigating" >\r
- <info>\r
- <title>Navigation</title><indexterm><primary>staff client</primary><secondary>navigating</secondary></indexterm>\r
- </info>\r
-\r
- <simplesect>\r
- <info>\r
- <title>Tabs</title>\r
- </info>\r
- <para><application>Evergreen</application> uses tabs to display functions. Tabs allow all\r
- software functionality to be open in one window. You can have up to 9 tabs open at once\r
- and you can have more than one tab of a single function open at the same time. You\r
- simply move through the tabs to perform your work.</para>\r
-\r
- <itemizedlist>\r
- <title>Keyboard shortcuts for working with tabs:</title>\r
- <listitem>\r
- <para><keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>T</keycap>\r
- </keycombo> new tab</para>\r
- </listitem>\r
- <listitem>\r
- <para><keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>W</keycap>\r
- </keycombo> close tab</para>\r
- </listitem>\r
- <listitem>\r
- <para><keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>Shift</keycap>\r
- <keycap>W</keycap>\r
- </keycombo> close all tabs</para>\r
- </listitem>\r
- <listitem>\r
- <para><keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>Tab</keycap>\r
- </keycombo> tabs forward through open tabs</para>\r
- </listitem>\r
- <listitem>\r
- <para><keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>Shift</keycap>\r
- <keycap>Tab</keycap>\r
- </keycombo> tabs backward through open tabs</para>\r
- </listitem>\r
- </itemizedlist>\r
- <informalfigure>\r
- <para>In the example below, the <guilabel>MARC Template</guilabel> tab is active. Click\r
- on any open tab to bring that screen to the front. You can also use <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>Tab</keycap>\r
- </keycombo> to move to the required tab</para>\r
-\r
- <para><mediaobject>\r
- <alt>staff client tabs</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-2.png"/>\r
- </imageobject>\r
- </mediaobject></para>\r
- </informalfigure>\r
- <informalfigure>\r
- <para>Now the <guilabel>Check Out</guilabel> tab is the active screen.</para>\r
- <para><mediaobject>\r
- <alt>staff client tabs</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-3.png"/>\r
- </imageobject>\r
- </mediaobject></para>\r
- </informalfigure>\r
- <para>Once you are in the selected tab, you can use the drop down menus or keyboard\r
- shortcuts to perform required functions. Menu functions and corresponding keyboard\r
- shortcuts will be demonstrated throughout this manual.</para>\r
- </simplesect>\r
- <simplesect>\r
- <info>\r
- <title>Keyboard Shortcuts</title><indexterm><primary>staff client</primary><secondary>keyboard shortcuts</secondary></indexterm>\r
- </info>\r
- <para>Most menu items have keyboard shorcuts that can greatly increase efficiency. Below is\r
- a selected list of commonly used shortcut keys:</para>\r
- <informaltable>\r
- <?dbfo keep-together="always" ?>\r
- <tgroup cols="2" align="left" colsep="1" rowsep="1">\r
- <colspec colnum="1" colname="key" colwidth="1.0*"/>\r
- <colspec colnum="2" colname="function" colwidth="3.0*"/>\r
- <thead>\r
- <row>\r
- <entry>Key</entry>\r
- <entry>Function</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>\r
- <keycap>F1</keycap>\r
- </entry>\r
- <entry>Checkout, or retrieve patron record by barcode</entry>\r
- </row>\r
- <row>\r
- <entry>\r
- <keycap>F2</keycap>\r
- </entry>\r
- <entry>Checkin</entry>\r
- </row>\r
- <row>\r
- <entry>\r
- <keycap>F3</keycap>\r
- </entry>\r
- <entry>Catalogue search</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycap>F4</keycap>\r
- </entry>\r
- <entry>Patron search</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycap>F5</keycap>\r
- </entry>\r
- <entry>Retrieve copy by barcode</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycap>F6</keycap>\r
- </entry>\r
- <entry>Record in house use</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycap>F8</keycap>\r
- </entry>\r
- <entry>Retreive last patron</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycap>F9</keycap>\r
- </entry>\r
- <entry>Re-print the last receipt</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Shift</keycap>\r
- <keycap>F1</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Register new patron</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Shift</keycap>\r
- <keycap>F2</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Capture holds</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Shift</keycap>\r
- <keycap>F3</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Retrieve record by TCN</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Shift</keycap>\r
- <keycap>F8</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Retreive last patron</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>T</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Open new tab</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>W</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Close current tab</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>Tab</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Move forward through tabs</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>Shift</keycap>\r
- <keycap>Tab</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Move back through tabs</entry>\r
- </row>\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>C</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Copy</entry>\r
- </row>\r
-\r
- <row>\r
- <entry>\r
- <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>V</keycap>\r
- </keycombo>\r
- </entry>\r
- <entry>Paste</entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </informaltable>\r
- </simplesect>\r
- <simplesect>\r
- <info>\r
- <title>Copy/Paste</title><indexterm><primary>staff client</primary><secondary>copy/paste</secondary></indexterm>\r
- </info>\r
-\r
- <para>There are several methods of copying and pasting text in Evergreen, depending on\r
- where you are in the staff client and the type of information you are copying</para>\r
- <orderedlist>\r
- <listitem>\r
- <informalfigure>\r
- <formalpara>\r
- <title>Underlined blue text</title>\r
- <para>Clicking on any of the blue links in the\r
- <application>Evergreen</application> client copies the data to the\r
- computer clipboard (left and right click work the same way for these links).\r
- To paste into another location, use <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>V</keycap>\r
- </keycombo>.</para>\r
- </formalpara>\r
- <para>\r
- <mediaobject>\r
- <alt>copy/paste methods</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-5.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
- <mediaobject>\r
- <alt>copy/paste methods </alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-6.png"/>\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </listitem>\r
-\r
- <listitem>\r
- <informalfigure>\r
- <formalpara>\r
- <title>Text displayed in tables</title>\r
- <para>To copy information from a staff client table, first select the desired\r
- row then right-click and choose <guimenuitem>Copy to\r
- Clipboard</guimenuitem>; alternatively select <menuchoice>\r
- <guimenu>Actions for Selected Items</guimenu>\r
- <guimenuitem>Copy to Clipboard</guimenuitem>\r
- </menuchoice>.</para>\r
-\r
- </formalpara>\r
-\r
- <para> <mediaobject>\r
- <alt>copy/paste methods</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-6a.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
- <mediaobject>\r
- <alt>copy/paste methods</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-6b.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
-\r
- <informalfigure>\r
- <para>Next click the desired information in the popup to copy it to the\r
- clipboard</para>\r
- <para>\r
- <mediaobject>\r
- <alt>copy/paste methods</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-6c.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </listitem>\r
-\r
- <listitem>\r
- <informalfigure>\r
- <formalpara>\r
- <title>Text from catalogue search results</title>\r
- <para>There is no right-click menu for copying data from staff client search\r
- results. To copy the ISBN in the example below, highlight it and click <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>C</keycap>\r
- </keycombo>. To paste into another location use <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <keycap>V</keycap>\r
- </keycombo>.</para>\r
- </formalpara>\r
- <para><mediaobject>\r
- <alt>copy/paste methods</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-6d.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
-\r
- </listitem>\r
- </orderedlist>\r
- </simplesect>\r
- </section>\r
- <section xml:id="staffclient-customizing">\r
- <info>\r
- <title>Customizing the Staff Client</title><indexterm><primary>staff client</primary><secondary>customizing</secondary></indexterm>\r
- </info>\r
- <simplesect>\r
- <info>\r
- <title>Column Picker</title>\r
- </info>\r
- <informalfigure>\r
- <para>From many screens and lists, you can click on the <emphasis>column\r
- picker</emphasis> icon to change which columns are displayed. </para>\r
- <para>\r
- <mediaobject>\r
- <alt>screenshot of staff client column picker</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1" fileref="../media/staffclient-4.png"/>\r
-\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
-\r
- <para>When data is displayed in columns, you can click and drag them, add new ones, or\r
- remove them. You can also sort data in a column by clicking on the column header. After\r
- customizing the display you may save your changes for future sessions under that login\r
- by right-clicking anywhere in the display area and choosing <guimenuitem>Save\r
- Columns</guimenuitem> from the drop-down menu. Some libraries use generic accounts\r
- and for those who do, staff need to be aware of the implications to other staff members\r
- of any changes made to the display.</para>\r
- </simplesect>\r
-\r
- <simplesect xml:id="button-bar">\r
- <info>\r
- <title>Button Bar</title>\r
- </info>\r
-\r
-\r
- <informalfigure>\r
- <para>There is an optional toolbar with buttons providing quick access to common staff\r
- client functions. When activated the toolbar appears below the menus. </para>\r
- <para>\r
- <mediaobject>\r
- <alt>staff client button bar</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-9.png"/>\r
-\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
-\r
- <informalfigure>\r
- <para>To turn the buttons on or off select <menuchoice>\r
- <guimenu>Admin (-)</guimenu>\r
- <guimenuitem>Toggle Button Bar</guimenuitem>\r
- </menuchoice>. The buttons can be activated by default for a particular library (see\r
- <link linkend="lsa-library-settings">Library Settings</link> for\r
- details).</para>\r
-\r
- <para>\r
- <mediaobject>\r
- <alt>staff client button bar</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-8.png"/>\r
-\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
-\r
-\r
- </simplesect>\r
-\r
- <simplesect>\r
- <info>\r
- <title>Check-boxes</title>\r
- </info>\r
-\r
- <informalfigure>\r
- <para>Most staff client check-boxes are "sticky" -- if you select or deselect them, that\r
- status persists. For example, <guilabel>Auto-print</guilabel>, which will print the\r
- relevant receipts automatically in certain functions, is sticky. If you select it on\r
- one login, it will persist for future logins until you uncheck the box.</para>\r
-\r
-\r
- <para><mediaobject>\r
- <alt>staff client tabs</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/staffclient-7.png"/>\r
- </imageobject>\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
- <informalfigure>\r
- <para><guilabel>Fast Item Add</guilabel> is another "sticky" check box that makes it\r
- possible to add volume and item records from the MARC editor.</para>\r
-\r
-\r
- <para> <mediaobject>\r
- <alt>staff client tabs</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1" fileref="../media/staffclient-7a.png"/>\r
- </imageobject>\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
- </simplesect>\r
-\r
- <simplesect>\r
- <title>Font and Sound</title>\r
- <para>You may change the size of displayed text or turn staff client sounds on and off.\r
- These settings are specific to each physical workstation, not the login account. See\r
- <xref linkend="lsa-font"/> for details.</para>\r
- </simplesect>\r
-\r
- </section>\r
-\r
-\r
-\r
-\r
-</chapter>\r
projects / Evergreen-DocBook.git / blobdiff