OPAC
====
-This chapter assumes that you have the following preferences set as
-follows:
-
-- :ref:`opacthemes` = bootstrap
-
-- :ref:`OPACXSLTResultsDisplay` = default
-
-- :ref:`OPACXSLTDetailsDisplay` = default
-
-- :ref:`DisplayOPACiconsXSLT` = show
-
-- :ref:`TagsEnabled` = Allow
-
-- :ref:`TagsInputOnDetail` =Allow
-
-- :ref:`TagsInputOnList` = Allow
-
-- :ref:`reviewson` = Allow
-
-- :ref:`ShowReviewer` = Allow
-
-- :ref:`ShowReviewerPhoto` =Allow
-
-- :ref:`OPACFRBRizeEditions` = Show
-
-- :ref:`OPACAmazonCoverImages` = Show
-
-- :ref:`XISBN` = Use
-
-- :ref:`OPACSearchForTitleIn` = Default set of
- links
-
-- :ref:`OPACShowCheckoutName` = Don't show
-
-- :ref:`RequestOnOpac` = Allow
-
-- :ref:`AutoResumeSuspendedHolds` = Allow
-
-- :ref:`OpacBrowseResults` = Enable
-
-- :ref:`SuspendHoldsOpac` = Allow
-
-- :ref:`OpacSeparateHoldings <opacseparateholdings-&-opacseparateholdingsbranch-label>` = Don't separate
-
-- :ref:`OpacSeparateHoldingsBranch <opacseparateholdings-&-opacseparateholdingsbranch-label>` = home library
-
-- :ref:`DisplayLibraryFacets` = holding library
-
-If your system preferences are set differently your displays may differ.
-
.. _search-results-label:
-Search Results
+Search results
---------------------------------------
To search the OPAC you can either choose to enter your search words in
-the box at the top of the OPAC or click on the 'Advanced Search' link to
+the box at the top of the OPAC or click on the 'Advanced search' link to
perform a more detailed search.
|image937|
.. _results-overview-label:
-Results Overview
+Results overview
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
After performing a search the number of results found for your search
|image941|
-If you have turned on :ref:`Enhanced Content`
+If you have turned on :ref:`Enhanced content system preferences<enhanced-content-label>
preferences you may have book jackets on your search results.
|image942|
Filters
~~~~~~~~~~~~~~~~~~~~~~~~~
-To filter your results click on the links below the 'Refine Your Search'
+To filter your results click on the links below the 'Refine your search'
menu on the left of your screen
|image944|
.. _search-rss-feeds-label:
-Search RSS Feeds
+Search RSS feeds
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
You will be able to subscribe to your search results as an RSS feed by
.. _bibliographic-record-label:
-Bibliographic Record
+Bibliographic record
--------------------------------------
When you click on a title from the search results, you're brought to the
If you have your :ref:`DisplayOPACiconsXSLT`
preference set to 'show' you will see a material type that is determined
by values in your fixed fields (learn more in the :ref:`XSLT material
-type icons <material-type-cataloging-guide-label>` catalouging guide.
+type icons <material-type-cataloging-guide-label>` cataloging guide.
|image949|
|image951|
If your record has a table of contents or summary it will appear next to
-the 'Summary' or 'Table of Contents' label
+the 'Summary' or 'Table of contents' label
|image952|
If your record has data in the 856 fields you'll see the links to the
-right of the 'Online Resources' label
+right of the 'Online resources' label
|image953|
|image955|
Any notes (5xx fields) that have been cataloged will appear under 'Title
-Notes'
+notes'
|image956|
|image959|
-Clicking Browse Results at the top of the right column will open up your
+Clicking 'Browse results' at the top of the right column will open up your
search results on the detail page
|image960|
|image961|
-Clicking 'More Searches' will show the list of libraries you entered in
+Clicking 'More searches' will show the list of libraries you entered in
your :ref:`OPACSearchForTitleIn` preference
|image962|
-Under the 'Save Record' label you will find a series of file formats you
+Under the 'Save record' label you will find a series of file formats you
can save the record as. This list can be customized by altering the
:ref:`OpacExportOptions` system preference.
finding during this session. That means that once you log out of the
OPAC or close the browser you lose the items in your cart. A list is a
more permanent location for saving items. To learn more about lists,
-check the `Lists in the Staff Client <#stafflists>`__ chapter of this
+check the `Lists in the staff client <#stafflists>`__ chapter of this
manual.
.. _lists-label:
Lists
~~~~~~~~~~~~~~~~~~~~~~
-Patrons can manage their own private lists by visiting the 'my lists'
+Patrons can manage their own private lists by visiting the 'your lists'
section of their account.
|image965|
.. _creating-lists-label:
-Creating Lists
+Creating lists
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Lists can also be created by choosing the 'New List' option in the 'Add
+Lists can also be created by choosing the 'New list' option in the 'Add
to' menu on the search results
|image966|
-To create a list the patron simply needs to click the 'New List' link
+To create a list the patron simply needs to click the 'New list' link
and populate the form that appears
|image967|
-The only field required is the 'List Name,' but the patron can also
+The only field required is the 'List name,' but the patron can also
choose how they want the list sorted and if the list is public or
private.
-- A Private List is managed by you and can be seen only by you
+- A private list is managed by you and can be seen only by you
(depending on your permissions settings below)
-- A Public List can be seen by everybody, but managed only by you
+- A public list can be seen by everybody, but managed only by you
(depending on your permissions settings below)
**Important**
.. _adding-titles-to-lists-label:
-Adding titles to Lists
+Adding titles to lists
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Titles can be added to lists from the search results and/or from the
|image969|
-To add a single title to a list, click the 'Save to Lists' option and
+To add a single title to a list, click the 'Save to lists' option and
then choose the list you'd like to add the title to. To add multiple
titles to a list check the boxes on the left of the titles you want to
add and then choose the list you want to add the titles to from the 'Add
.. _viewing-lists-contents-label:
-Viewing Lists Contents
+Viewing lists contents
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-To view the contents of a list, click on the list name under the Lists
+To view the contents of a list, click on the list name under the 'Lists'
button.
|image970|
hold, download the list contents, email the list or print the list out.
- To place a hold on one or more list items check the box to the left
- of the item and click the 'Place Hold' link at the top
+ of the item and click the 'Place hold' link at the top
-- To download the list contents click the 'Download List' link and
+- To download the list contents click the 'Download list' link and
choose the format you'd like to download the list in
-- To email the list contents to someone, click the 'Send List' link and
+- To email the list contents to someone, click the 'Send list' link and
enter in your email details in the form that pops up
|image972|
-- To print the contents of your list out click the 'Print List' link
+- To print the contents of your list out click the 'Print list' link
.. _managing-lists-label:
-Managing Lists
+Managing lists
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Once the list is saved patrons can begin adding items to it. From the
-'my lists' tab on the patron record the patron can edit and delete the
+'your lists' tab on the patron record the patron can edit and delete the
lists they have created by clicking the appropriate link to the right of
the list name.
.. _adding-titles-to-the-cart-label:
-Adding titles to the Cart
+Adding titles to the cart
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Titles can be added to the cart from the search results and/or from the
|image977|
-Clicking the 'Add to Cart' button will add the one title to your cart.
+Clicking the 'Add to cart' button will add the one title to your cart.
To add multiple titles at once, check the box to the left of each result
and then choose 'Cart' from the 'Add to' pull down at the top of the
screen. Once titles are added to the cart you will be presented with a
.. _managing-the-cart-label:
-Managing the Cart
+Managing the cart
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Once you have titles in your cart you can manage the contents by
of the cart are several buttons.
First is the 'More details' button. Clicking this will show you
-additional information about the titles in your cart (ISBNs, Subjects,
-Publisher Info, Notes and more).
+additional information about the titles in your cart (ISBNs, subjects,
+publisher info, notes and more).
|image1300|
In addition to sending your cart you can download the contents of your
cart in several pre-defined formats or using a :ref:`CSV
-Profile <csv-profiles-label>` that you defined in the Tools module.
+profile <csv-profiles-label>` that you defined in the tools module.
|image981|
In addition to the various different ways to save the contents of your
cart, there are ways to add value to the data in your cart. By selecting
one or more titles from the cart you can add them to a list (click 'Add
-to a List'), place hold(s) (click 'Place hold'), or tag them (click
+to a list'), place hold(s) (click 'Place hold'), or tag them (click
'Tag'). All of these operations follow the same procedure as they do
when performing them in the OPAC.
more appropriate (be it an adult, resident, non resident, student, etc)
and add a cardnumber/barcode.
-.. _my-account-label:
+.. _your-account-label:
-My Account
+Your account
-------------------------------
From the OPAC patrons can log in and access their account if you have
|image1303|
-.. _my-summary-label:
+.. _your-summary-label:
-My Summary
+Your summary
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|image1003|
-From the 'my summary' tab, patrons will see all of the items they have
+From the 'your summary' tab, patrons will see all of the items they have
checked out with the overdue items highlighted in red. If you have
:ref:`OpacRenewalAllowed` set to 'Allow' then your
patrons will be able to renew their books right from the OPAC. If you
In the patron's summary of checkouts, there will be an added column
to allow the patron to leave a note (for example: missing first page, or DVD is
scratched). This note once confirmed by the patron will appear to the staff
-when this item is checked in.
+at the bottom of the staff interface's home page, and also when the item is checked in.
+
+|image1391|
If their guarantee has allowed it via :ref:`their
-privacy <my-privacy-label>`, when the guarantor logs in they will see a
+privacy <your-privacy-label>`, when the guarantor logs in they will see a
tab labeled "Relatives' checkouts" on their summary tab.
|image1304|
|image1008|
The 'Fines' tab will show just a total of what the patron owes. Clicking
-on the total will take them to the 'my fines' tab where they will see a
+on the total will take them to the 'your fines' tab where they will see a
complete breakdown of their fines and bills. If you don't charge fines
at your library you can turn the display of these tabs off by setting
the :ref:`OPACFinesTab` preference to 'Don't Allow.'
|image1013|
-.. _my-fines-label:
+.. _your-fines-label:
-My Fines
+Your fines
~~~~~~~~~~~~~~~~~~~~~~~~~~~
-If your library charges fines the next tab on the left is 'my fines.'
+If your library charges fines the next tab on the left is 'your fines'.
Opening this tab will show the patron an entire history of their
accounting at the library.
|image1308|
-.. _my-details-label:
+.. _your-details-label:
-My Details
+Your personal details
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you have your :ref:`OPACPatronDetails` preference
set to 'Allow', your patrons will see a form filled in with their
-contacting information by clicking on the 'my personal details' tab. You
+contacting information by clicking on the 'Your personal details' tab. You
can control what fields patrons see and can modify via the OPAC by
setting the
:ref:`PatronSelfRegistrationBorrowerMandatoryField`
|image1018|
-.. _my-tags-label:
+.. _your-tags-label:
-My Tags
+Your tags
~~~~~~~~~~~~~~~~~~~~~~~~~
If your library has :ref:`TagsEnabled` set to 'Allowed' then
-the next tab on the left will be 'my tags.' This tab will show patrons
+the next tab on the left will be 'your tags'. This tab will show patrons
all of the tags in the system as a cloud and then all of the tags they
have applied in a list format. From here patrons have the ability to
remove tags that they have added if they want.
|image1019|
-.. _change-my-password-label:
+.. _change-your-password-label:
-Change My Password
+Change your password
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Next, if you have :ref:`OpacPasswordChange` set to
-'Allow' the next tab will be 'change my password,' where patrons can
+'Allow' the next tab will be 'change your password,' where patrons can
change their password for logging into the OPAC. Patrons will be
presented with a standard form asking them to enter their old password
and then their new password twice.
|image1020|
-.. _my-search-history-label:
+.. _your-search-history-label:
-My Search History
+Your search history
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you have your :ref:`EnableOpacSearchHistory`
preference set to 'Allow' then your patrons can access their search
-history via the 'my search history' tab.
+history via the 'your search history' tab.
|image1021|
|image1022|
-.. _my-reading-history-label:
+.. _your-reading-history-label:
-My Reading History
+Your reading history
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Depending on your library's setting for
:ref:`opacreadinghistory` your patrons may see the
-'my reading history' tab next. This will show the patron their entire
+'your reading history' tab next. This will show the patron their entire
reading history unless they have asked the library to not keep that
-information via the 'my privacy' tab which will appear if you have the
+information via the 'your privacy' tab which will appear if you have the
:ref:`OPACPrivacy` preference set to 'Allow.'
|image1023|
:ref:`OPACMySummaryHTML` preference then you will see
that to the right of the 'Date' column.
-.. _my-privacy-label:
+.. _your-privacy-label:
-My Privacy
+Your privacy
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-The 'my privacy' tab will appear if you have both the
+The 'your privacy' tab will appear if you have both the
:ref:`opacreadinghistory` and the
:ref:`OPACPrivacy` preferences set to 'Allow.' This tab will
allow the patrons to decide how the library keeps their circulation
- Never: Delete my reading history immediately. This will delete all
record of the item that was checked-out upon check-in.
-Depending on the patron's suggestions the contents of the ':ref:`my reading
-history <my-reading-history-label>`' tab and the ':ref:`Circulation
+Depending on the patron's suggestions the contents of the ':ref:`Your reading
+history <your-reading-history-label>`' tab and the ':ref:`Circulation
History <circulation-history-label>`' tab in the staff client may change.
Regardless of the patron's choice they can delete their reading history
|image1310|
-.. _my-purchase-suggestions-label:
+.. _your-purchase-suggestions-label:
-My Purchase Suggestions
+Your purchase suggestions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If your library allows patrons to make purchase suggestions the next tab
set to 'Show' then patrons will be able to search suggestions from the
top of this list.
-.. _my-messaging-label:
+.. _your-messaging-label:
-My Messaging
+Your messaging
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If your library has the
'Digest only?' if you would like to receive a digest of the
messages.
-.. _my-lists-label:
+.. _your-lists-label:
-My Lists
+Your lists
~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Finally, if your library has the :ref:`virtualshelves`
-set to 'Allow' then the last tab will by 'my lists.' From here your
+If your library has the :ref:`virtualshelves`
+set to 'Allow' they will see the 'your lists' tab. From here your
patrons can review public lists and create or edit their own private
lists.
|image1032|
-.. _purchase-suggestions-label:
+.. _your-interlibrary-loan-requests-label:
+
+Your interlibrary loan requests
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If your library has the :ref:`ILLModule` preference set to ‘Enable’ patrons will have the option to make ILL requests when logged in to their OPAC account. From here they can view their existing requests and place new ones.
+
+|image1373|
+
+To place a new interlibrary loan request click on ‘Create a new request’ and choose a request form.
+
+|image1374|
+
+ **Note**
+
+ The options displayed are dependent on your ILL configuration. See the ILL backends wiki page at https://wiki.koha-community.org/wiki/ILL_backends for further explanation.
+
+ **Note**
+
+ If you have entered copyright text in the :ref:`ILLModuleCopyrightClearance` preference the text displays here and you need to click ‘Yes’ to accept before continuing.
+
+Complete the publication details as fully as possible. Depending on the form in use you may see the option to add Custom fields for additional information such as notes. Destination branch is a required field, this is the branch you would like the request to be sent to.
+
+|image1375|
+
+Click on 'Create' to submit your request to the library for processing.
+
+Your submitted request will be listed with a status of ‘New request’. Once processed the status will be updated to ‘Requested’.
+
+Click on ‘View’ to make changes or cancel your request.
+
+You cannot edit the form details but you can add a note to request a modification and then click on ‘Submit modifications’ at the bottom of the screen. Your modification will be sent to the library for processing.
+
+For New requests you will also have the option to ‘Request cancellation’. Your request will be updated with the status ‘Cancellation requested’ and can then be removed by library staff.
Purchase Suggestions
-------------------------------------------
|image1034|
-And there will be a link on the patron's :ref:`My Purchase
-Suggestions <my-purchase-suggestions-label>` tab.
+And there will be a link on the patron's :ref:`Your purchase
+suggestions <your-purchase-suggestions-label>` tab.
|image1035|
projects / kohadocs.git / blobdiff