Found some leftover files missing their heading upgrades.
Signed-off-by: blake <blake@mobiusconsortium.org>
Signed-off-by: Galen Charlton <gmc@equinoxinitiative.org>
-Set closed dates using the Closed Dates Editor
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+= Set closed dates using the Closed Dates Editor =
+:toc:
indexterm:[Closed Dates]
Closed dates do not affect the processing delays for Action/Triggers. For example, if your library has a trigger event that marks items as lost after 30 days, that 30 day period will include both open and closed dates.
-==== Adding a closure ====
+== Adding a closure ==
. Select _Administration > Local Administration_.
. Select _Closed Dates Editor_.
Now that your organizational structure is established, you can begin
configuring permissions for the staff users of your Evergreen system.
-==== Detailed closure ====
+== Detailed closure ==
If your closed dates include a portion of a business day, you should create a detailed closing.
we'll talk about how to get the Evergreen system to see all your libraries, how
to set each one up, and how to edit all the details of each one.
-Organization Unit Types
------------------------
+== Organization Unit Types ==
+
The term _Organization Unit Types_ refers to levels in the hierarchy of your
library system(s). Examples could include: All-Encompassing Consortium, Library
System, Branch, Bookmobile, Sub-Branch, etc.
the consortium has a depth of 0, the system is 1, the branch is 2, and any
bookmobiles or sub-branches is 3.
-Create and edit Organization Unit Types
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+=== Create and edit Organization Unit Types ===
+
. Open *Administration > Server Administration > Organization Types*.
. In the left panel, expand the *Organization Unit Types* hierarchy.
. Click on a organization type to edit the existing type or to add a new
organization unit will appear in the left panel list below the parent.
Highlight the new unit and edit the data as needed, click *Save*
-Organizational Units
---------------------
+== Organizational Units ==
+
'Organizational Units' are the specific instances of the organization unit types
that make up your library's hierarchy. These will have distinctive proper names
such as Main Street Branch or Townsville Campus.
-Remove or edit default Organizational Units
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+=== Remove or edit default Organizational Units ===
+
After installing the Evergreen software, the default CONS, SYS1, BR1, etc.,
organizational units remain. These must be removed or edited to reflect actual
library entities.
-Create and edit Organizational Units
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+=== Create and edit Organizational Units ===
+
. Open *Administration > Server Administration > Organizational Units*.
. In the left panel, expand the the Organizational Units hierarchy, select a
unit.
and edit the data, click *Save*
=== Organizational Unit data ===
+
The *Addresses* tab allows you to enter library contact information. Library
Phone number, email address, and addresses are used in patron email
notifications, hold slips, and transit slips. The Library address tab is broken
image::media/Batch_Importing_MARC_Records14.jpg[Batch_Importing_MARC_Records14]
-Default Values for Item Import
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+== Default Values for Item Import ==
Evergreen now supports additional functionality for importing items through *Cataloging* -> *MARC Batch Import/Export*. When items are imported via a *Holdings Import Profile* in *Cataloging* -> *MARC Batch Import/Export*, Evergreen will create an item-level record for each copy. If an item barcode, call number, shelving location, or circulation modifier is not set in the embedded holdings, Evergreen will apply a default value based on the configured Library Settings. A default prefix can be applied to the auto-generated call numbers and item barcodes.
Item tags can be created ahead of time in the Administration module (See the Administration section of this documentation for more information.) and then applied to items or they can be created on the fly during the cataloging process.
-Adding Existing Item Tags to Items
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+== Adding Existing Item Tags to Items ==
Item Tags can be added to existing items or to new items as they are cataloged. To add an item tag:
. Select the *Tag Type* from the drop down menu and type in the new Tag you want to apply to the item. Click *Add Tag*, then click *OK*. The new tag will be created and attached to the item. It will be owned by the organization unit your workstation is registered to. The tag can be modified under *Admin->Local Administration->Item Tags*.
-Removing Item Tags from Items
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+== Removing Item Tags from Items ==
To remove an item tag from a item:
image::media/remove_item_tag.png[Removing an Item Tag]
-Adding Item Tags to Items in Batch
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+== Adding Item Tags to Items in Batch ==
Item tags can be added to multiple items in batch using _Item Buckets_. After adding the items to a Item Bucket:
= Circulating Items =
:toc:
-Check Out
-~~~~~~~~~~
+== Check Out ==
=== Regular Items ===
image::media/checkinmodifiers-with-inventory2.png[Web client check-in modifiers]
===================================================
-Renewal and Editing the Item's Due Date
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+== Renewal and Editing the Item's Due Date ==
Checked-out items can be renewed if your library's policy allows it. The new due date is calculated from the renewal date. Existing loans can also be extended to a specific date by editing the due date or renewing with a specific due date.
- The replacement fee and processing fee for lost-then-returned items may be voided if set by local policy. Overdue fines may be reinstated on lost-then-returned items if set by local policy.
========================
-Refunds for Lost Items
-^^^^^^^^^^^^^^^^^^^^^^^
+=== Refunds for Lost Items ===
If an item is returned after a lost bill has been paid and the library's policy is to void the replacement fee for lost-then-returned items, there will be a negative balance in the bill. A refund needs to be made to close the bill and the circulation record. Once the outstanding amount has been refunded, the bill and circulation record will be closed and the item will disappear from the Items Out screen.
If you need to balance a bill with a negative amount, you need to add two dummy bills to the existing bills. The first one can be of any amount (e.g. $0.01), while the second should be of the absolute value of the negative amount. Then you need to void the first dummy bill. The reason for using a dummy bill is that Evergreen will check and close the circulation record only when payment is applied or bills are voided.
-Claimed Returned Items
-^^^^^^^^^^^^^^^^^^^^^^^
+=== Claimed Returned Items ===
1) To mark an item Claimed Returned, retrieve the patron record and go to the *Items Out* screen.
[TIP]
Upload From File allows you to load multiple items saved in a file on your local computer. The file contains a list of the barcodes in text format. To ensure smooth uploading and further processing on the items, it is recommended that the list contains no more than 100 items.
-Viewing past circulations
-^^^^^^^^^^^^^^^^^^^^^^^^^^
+=== Viewing past circulations ===
1) To view past circulations, retrieve the item on the *Item Status* screen as described above.
2) Select *Detail view*.
[#my_account]
-
-
-== My Account ==
+= My Account =
+:toc:
// ``First Login Password Update'' the following documentation comes from JSPAC
// as of 2013-03-12 this feature did not exist in EG 2.4 TPAC,
////
-First Login Password Update
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
+== First Login Password Update ==
+
indexterm:[my account, first login password update]
////
-Logging In
-^^^^^^^^^^
+== Logging In ==
indexterm:[my account, logging in]
. Login to your account with your new password.
-=== Account Summary ===
+== Account Summary ==
indexterm:[my account, account summary]
and payment history.
-Items Checked Out
-^^^^^^^^^^^^^^^^^
+== Items Checked Out ==
indexterm:[my account, items checked out]
==========
-Holds
-^^^^^
+== Holds ==
indexterm:[my account, holds]
area.
==========
-Account Preferences
-^^^^^^^^^^^^^^^^^^^
+== Account Preferences ==
indexterm:[my account, account preferences]
After changing any of these settings, you must click _Save_ to store your
preferences.
-==== Authorize other people to use your account ====
+=== Authorize other people to use your account ===
indexterm:[Allow others to use my account]
indexterm:[checking out,materials on another patron's account]
indexterm:[holds, preferred pickup location]
-=== Patron Messages ===
+== Patron Messages ==
The Patron Message Center provides a way for libraries to communicate with
patrons through messages that can be accessed through the patron's OPAC account.
NOTE: Patron deleted messages will still appear in the patron's account in the
staff client under Other -> Message Center.
-=== Reservations ===
+== Reservations ==
When patrons place a reservation for a particular item at a particular time,
they can check on its status using the *Reservations* tab.
[#stemming]
-Stemming
-^^^^^^^^
+=== Stemming ===
indexterm:[search, stemming]
-Placing Holds
-^^^^^^^^^^^^^
+=== Placing Holds ===
indexterm:[search results, placing holds]
image::media/catalogue-9.png[catalogue-9]
-Permalink
-^^^^^^^^^
+=== Permalink ===
The record summary page offers a link to a shorter permalink that
can be used for sharing the record with others. All URL parameters are stripped
==========
-Going back
-^^^^^^^^^^
+=== Going back ===
indexterm:[search results, going back]
projects / evergreen-equinox.git / commitdiff