1 <?xml version="1.0" encoding="UTF-8"?>
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2 <chapter version="5.0" xml:id="sample_chapter"
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9 xmlns:ns3="http://www.w3.org/1999/xhtml"
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10 xmlns:ns="http://docbook.org/ns/docbook">
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11 <!-- <chapter xmlns='http://docbook.org/ns/docbook'
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12 xml:id="sample_chapter" version="5.0"> -->
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15 scratch pad for swapping namespace xmlns declarations in and out to debug warning
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16 ("cannot add @xml.base to node set root element. Relative paths may not work.)
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21 <title>Administration</title>
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23 <para>This chapter describes administrative features on the staff client.
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24 They include:</para>
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28 <para>Operator Change</para>
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32 <para>Offline Transaction Management</para>
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36 <para>Download Offline Patron List</para>
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40 <para><link linkend="local_system_admin">Local System
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41 Administration</link></para>
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45 <para>Server Settings</para>
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49 <para>User Permission</para>
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53 <para>Receipt Template</para>
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57 <para>Survey Wizard</para>
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61 <para>Features for Developers</para>
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65 <!-- Local System Administration -->
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68 <title>Local System Administration</title>
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70 <para>The following administrative functions are available:</para>
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74 <para>Workstation Configuration</para>
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78 <para><link linkend="library_settings">Library
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79 Configuration</link></para>
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83 <para>Maintenance Reports</para>
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87 <section xml:id="library_configuration">
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88 <title>Library Configuration</title>
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90 <para>You can configure the following settings:</para>
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94 <para>Closed Dates</para>
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98 <para>Copy Locations</para>
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102 <para>Library Settings or Organization Unit???</para>
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106 <para>Non-cataloged Types</para>
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110 <para>Statistical Categories</para>
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114 <section xml:id="closed_dates">
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115 <title>Closed Dates</title>
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120 <section xml:id="copy_locations">
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121 <title>Copy Locations</title>
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126 <!-- Library Settings -->
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128 <section xml:id="library_settings">
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129 <title>Library Settings</title>
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131 <!-- Alert on Empty Bib Records -->
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133 <section xml:id="alert_empty_bib_records">
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134 <title>Alert on Empty Bib Records</title>
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136 <section xml:id="alert_empty_bib_records_concept">
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137 <title>Introduction to Empty Bib Records</title>
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139 <para>This setting is used to alert staff when the last copy for a
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140 record is being deleted. (Text is coming from the GUI, but should
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141 it be "last copy of a record???") The default value is True??? It
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142 can be changed through the <guimenu>Local System
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143 Administration</guimenu> menu.</para>
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146 <section xml:id="alert_empty_bib_records_task">
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147 <title>Changing the Alert Status on Empty Bib Records</title>
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149 <para>To change the alert status on empty bib records:</para>
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153 <para>On the Local System Administration screen, click the
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154 <guilabel>Library Settings Editor</guilabel> link.</para>
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158 <para>On the Organization Unit Settings screen, find the
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159 setting <guilabel>Alert on empty bib records</guilabel>, and
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160 click <guibutton>Edit</guibutton>.</para>
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164 <para>In the Edit Setting pop-up window, select a location
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165 from the <guimenu>Context</guimenu> list.</para>
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169 <para>From the <guilabel>Value</guilabel> list, select a
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175 <title>Changing Value of Empty Bib Records</title>
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177 <para>To change the value to false, select
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178 <userinput>False</userinput> from the <guimenu>Value</guimenu>
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183 <section xml:id="alert_empty_bib_records__ref">
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184 <title>References for the Alert Status on Empty Bib
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190 <link linkend='nextsect'>this</link>
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192 linkend='http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list'>Permissions Galore</link></para>
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198 <!-- Credit Card Payments -->
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200 <section xml:id="credit_card_payments">
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201 <title>Credit Card Payments</title>
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203 <section xml:id="credit_card_payments_concept">
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204 <title>Introduction to Credit Card Payments</title>
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206 <para>If enabled, patrons will be able to pay fines accrued at
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207 this location via credit card. The default value is True??? It can
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208 be changed through the <guimenu>Local System
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209 Administration</guimenu> menu.</para>
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212 <section xml:id="credit_card_payments_task">
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213 <title>Allowing Credit Card Payments</title>
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215 <para>To allow credit card payments:</para>
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219 <para>From the Local System Administration screen, click the
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220 <guilabel>Library Settings Editor</guilabel> link.</para>
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224 <para>On the Organization Unit Settings screen, find the
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225 setting <guilabel>Allow Credit Card Payments</guilabel> (May
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226 want to standarize on style in GUI - caps on first letter of
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227 each word or caps of first letter of first work), and click
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228 <guibutton>Edit</guibutton>.</para>
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232 <para>In the Edit Setting pop-up window, select a location
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233 from the <guimenu>Context</guimenu> list.</para>
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237 <para>In the <guilabel>Value</guilabel> box, select a
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243 <title>Changing Credit Card Payment Status</title>
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245 <para>To change the credit card payment status to false, select
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246 <userinput>False</userinput> from the <guilabel>Value</guilabel>
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251 <section xml:id="credit_card_payments_ref">
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252 <title>References for Credit Card Payments</title>
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258 <link linkend='nextsect'>this</link>
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261 linkend='http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list'>Permissions</link></para>
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267 <!-- Reshelving Status Interval -->
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269 <section xml:id="reselving">
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270 <title>Reshelving Status Interval</title>
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272 <section xml:id="reshelving_concept">
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273 <title>Introduction to the Reshelving Status Interval</title>
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275 <para>What kind of preamble do we need here???</para>
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278 <section xml:id="reshelving_task">
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279 <title>Changing the Reshelving Status Interval</title>
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281 <para>To change the reshelving status interval: <segmentedlist>
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282 <title>Overview of Editing Settings for Pop-Up Windows</title>
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284 <?dbhtml list-presentation="table"?>
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286 <segtitle>Context</segtitle>
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288 <segtitle>Value</segtitle>
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299 <seg>Montgomery</seg>
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305 <seg>Anchorage</seg>
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307 </segmentedlist></para>
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311 <para>From the Local System Administration screen, click the
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312 <guilabel>Library Settings Editor</guilabel> link.</para>
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316 <para>On the Organization Unit Settings screen, find the
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317 setting <guilabel>Change reshelving status
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318 interval</guilabel>, and click
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319 <guibutton>Edit</guibutton>.</para>
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323 <para>In the Edit Setting pop-up window, enter a location from
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324 the <guimenu>Context</guimenu> list.</para>
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328 <para>In the <guilabel>Value</guilabel> box, enter a value in
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329 seconds, hours, or days. The value cannot be zero; however, a
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330 value of 1 second is valid. What are the default units when
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331 none are entered with the value???</para>
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333 <para>For example, to change the reshelving status interval to
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334 four hours, enter <userinput>4 hours</userinput> in the
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335 <guilabel>Value</guilabel> box.</para>
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339 <para>Click on <guibutton>Update Setting</guibutton>.</para>
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343 <para>You can see the selected organization unit displayed
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344 under the Context column and the reshelving status interval
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345 displayed under the Value column.</para>
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349 <para>To delete both Context and Value for the reshelving
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350 status interval, click on <guibutton>Delete
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351 Setting</guibutton>.</para>
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356 <section xml:id="reshelving_ref">
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357 <title>References for the Reshelving Status Interval</title>
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362 linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
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367 <!-- BEGINNING OF NOTE OUTPUT -->
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370 <title>Reshelving Intervals and Permissions</title>
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373 <para>The reshelving status interval is not inherited from the
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374 parent organizational unit at run time. The default value is 24
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375 hours??? and can be changed through the <guimenu>Local System
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376 Administration</guimenu> menu.</para>
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380 <para>Permissions for organization unit settings are not
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381 automatically created at install time, which means the
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382 permission will have to be created before it can be
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388 <section xml:id="default_item_price">
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389 <title>Default Item Price</title>
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394 <section xml:id="default_locale">
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395 <title>Default Locale</title>
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400 <section xml:id="no_auto_deletion_empty_bib_records">
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401 <title>Deletion of Empty Bib Records</title>
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406 <section xml:id="holds_expire_alert_interval">
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407 <title>Holds: Expire Alert Interval</title>
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412 <section xml:id="holds_expire_interval">
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413 <title>Holds: Expire Interval</title>
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418 <section xml:id="holds_hard">
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419 <title>Holds: Hard Boundary</title>
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424 <section xml:id="holds_soft">
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425 <title>Holds: Soft Boundary</title>
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430 <section xml:id="lost_materials_proc_fee">
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431 <title>Lost Materials Processing Fee</title>
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436 <section xml:id="max_prev_checkouts">
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437 <title>Maximum Previous Checkouts Displayed</title>
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442 <section xml:id="OPAC_inactivity_timeout">
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443 <title>OPAC Inactivity Timeout</title>
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448 <section xml:id="patron_barcode">
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449 <title>Patron Barcode Format</title>
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454 <section xml:id="patron_login">
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455 <title>Selfcheck: Patron Login Timeout</title>
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460 <section xml:id="pop_up_alert">
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461 <title>Selfcheck: Pop-up Alert for Errors</title>
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466 <section xml:id="patron_password">
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467 <title>Selfcheck: Require Patron Password</title>
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472 <section xml:id="email_addr_for_patron_notices">
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473 <title>Sending Email Address for Patron Notices</title>
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478 <section xml:id="staff_login_inactivity_timeout">
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479 <title>Staff Login Inactivity Timeout</title>
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484 <section xml:id="void_overdue_fines">
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485 <title>Void Overdue Fines</title>
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