From: rsoulliere Date: Sat, 12 May 2012 18:44:44 +0000 (-0400) Subject: Add customizing the staff client toolbars and add a section for using the staff clien... X-Git-Url: http://git.equinoxoli.org/?p=Evergreen-DocBook.git;a=commitdiff_plain;h=40c9d176411b41f07f36b3eaf9569c572eb75a8d Add customizing the staff client toolbars and add a section for using the staff client in general. --- diff --git a/admin/customize_staff_client.txt b/admin/customize_staff_client.txt new file mode 100644 index 0000000..c70ff58 --- /dev/null +++ b/admin/customize_staff_client.txt @@ -0,0 +1,59 @@ +Customizing the Staff Client +---------------------------- + +Customizable Toolbar +~~~~~~~~~~~~~~~~~~~~ + + +By default, two toolbars are available in the staff client: circulation and +cataloging. This feature enables you to customize toolbars in the staff client. +You can create toolbars for specific org unit(s), workstation(s), or login(s). + + +Configure Toolbar +^^^^^^^^^^^^^^^^^ + +. Click *Admin* -> *Workstation Administration* -> *Toolbars* -> *Configure +Toolbars*. +. Click *New Toolbar*. +. *Enter label for toolbar*. ++ +image::media/Customizable_Toolbar1.jpg[Customizable_Toolbar1] ++ +. Click *Ok*. +.Select one of the buttons in the *Available* panel. The *Button ID* describes +that action that the button will take, and the *Label* will display in the +toolbar. +. Click the *--> A* button to add the selected function to the +*Selected* panel on the bottom right side of the screen. To remove a button, +click the *<--R* button. ++ +image::media/Customizable_Toolbar2.jpg[Customizable_Toolbar2] ++ +. Continue adding buttons if desired. The buttons will display in the order that you add +them. If you want to reorder the buttons, click the *Up* or *Down* buttons. +. To separate buttons onto left and right sides of the screen on the same +toolbar, select *toolbarspacer*, and click *--> A*. ++ +image::media/Customizable_Toolbar3.jpg[Customizable_Toolbar3] ++ +. To add a dividing line between buttons that appear on the same side of the +screen, select *toolbarseparator*, and click *-->A*. ++ +image::media/Customizable_Toolbar4.jpg[Customizable_Toolbar4] ++ +. At the bottom of the screen, choose the owner of this toolbar. +If you click *Owning Org Unit*, then the owning org unit that you specify will display this +toolbar. Select the owning org unit from the drop down menu. The rule of +parental inheritance applies, so all child units will inherit the toolbars of +their parental units. +If you click *Owning Workstation*, then the workstation to which you are logged +in when you created the toolbar will display this toolbar. +If you select *Owning User*, then your login has access to that toolbar. + . When you are finished creating the toolbar, click *Save Toolbar*. Any +toolbar to which you have access displays under *Admin -> Workstation +Administration -> Toolbars -> Current*. + +*Permissions* + +ADMIN_TOOLBAR - Allow a user to create, edit, and delete custom toolbars diff --git a/media/Customizable_Toolbar1.jpg b/media/Customizable_Toolbar1.jpg new file mode 100644 index 0000000..5bd5f53 Binary files /dev/null and b/media/Customizable_Toolbar1.jpg differ diff --git a/media/Customizable_Toolbar2.jpg b/media/Customizable_Toolbar2.jpg new file mode 100644 index 0000000..3aed02b Binary files /dev/null and b/media/Customizable_Toolbar2.jpg differ diff --git a/media/Customizable_Toolbar3.jpg b/media/Customizable_Toolbar3.jpg new file mode 100644 index 0000000..ae4cbbf Binary files /dev/null and b/media/Customizable_Toolbar3.jpg differ diff --git a/media/Customizable_Toolbar4.jpg b/media/Customizable_Toolbar4.jpg new file mode 100644 index 0000000..e5c1399 Binary files /dev/null and b/media/Customizable_Toolbar4.jpg differ diff --git a/root.txt b/root.txt index 88a41e3..938c44a 100644 --- a/root.txt +++ b/root.txt @@ -88,20 +88,29 @@ Introduction The Evergreen system allows a free range of customizations to every aspect of the system. Use this part of the documentation to become familiar with the tools for configuring the system as well as customizing the OPAC and staff client. - // include::global_system_configuration.txt[] // include::opac_customization.txt[] - include::admin/template_toolkit.txt[] + include::admin/auto_suggest_search.txt[] +include::customize_staff_client.txt[] -//include::staff_client_customization.txt[] // include::backing_up.txt[] +Using the Staff Client +====================== + + +Introduction +------------ + +This part of the documentation deals with general Staff Client usage including logging in, navigation and shortcuts. + + System Administration From the Staff Client ===========================================