Add customizing the staff client toolbars and add a section for using the staff clien...

[Evergreen-DocBook.git] / admin / customize_staff_client.txt

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+Customizing the Staff Client\r
+----------------------------\r
+\r
+Customizable Toolbar\r
+~~~~~~~~~~~~~~~~~~~~\r
+\r
+\r
+By default, two toolbars are available in the staff client: circulation and\r
+cataloging. This feature enables you to customize toolbars in the staff client.\r
+You can create toolbars for specific org unit(s), workstation(s), or login(s).  \r
+\r
+\r
+Configure Toolbar \r
+^^^^^^^^^^^^^^^^^\r
+\r
+. Click *Admin* -> *Workstation Administration* -> *Toolbars* -> *Configure\r
+Toolbars*.  \r
+. Click *New Toolbar*.  \r
+. *Enter label for toolbar*.  \r
++\r
+image::media/Customizable_Toolbar1.jpg[Customizable_Toolbar1] \r
++ \r
+. Click *Ok*.  \r
+.Select one of the buttons in the *Available* panel.  The *Button ID* describes\r
+that action that the button will take, and the *Label* will display in the\r
+toolbar.  \r
+. Click the *--> A* button to add the selected function to the\r
+*Selected* panel on the bottom right side of the screen.  To remove a button,\r
+click the *<--R* button.  \r
++\r
+image::media/Customizable_Toolbar2.jpg[Customizable_Toolbar2] \r
++ \r
+. Continue adding buttons if desired.  The buttons will display in the order that you add\r
+them.  If you want to reorder the buttons, click the *Up* or *Down* buttons. \r
+. To separate buttons onto left and right sides of the screen on the same\r
+toolbar, select *toolbarspacer*, and click *--> A*.\r
++\r
+image::media/Customizable_Toolbar3.jpg[Customizable_Toolbar3]\r
++\r
+. To add a dividing line between buttons that appear on the same side of the\r
+screen, select *toolbarseparator*, and click *-->A*.\r
++\r
+image::media/Customizable_Toolbar4.jpg[Customizable_Toolbar4]\r
++\r
+. At the bottom of the screen, choose the owner of this toolbar.  \r
+If you click *Owning Org Unit*, then the owning org unit that you specify will display this\r
+toolbar.  Select the owning org unit from the drop down menu.  The rule of\r
+parental inheritance applies, so all child units will inherit the toolbars of\r
+their parental units.  \r
+If you click *Owning Workstation*, then the workstation to which you are logged\r
+in when you created the toolbar will display this toolbar.  \r
+If you select *Owning User*, then your login has access to that toolbar.\r
+ . When you are finished creating the toolbar, click *Save Toolbar*.  Any\r
+toolbar to which you have access displays under *Admin -> Workstation\r
+Administration -> Toolbars -> Current*.\r
+\r
+*Permissions*\r
+\r
+ADMIN_TOOLBAR - Allow a user to create, edit, and delete custom toolbars\r