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.
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|
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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.
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
~~~~~~~~~~~~~~~~~~~~~~~~~~~
If your library has the :ref:`virtualshelves`
-set to 'Allow' they will see the 'my lists' tab. From here your
+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:
-My interlibrary loan requests
+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.
-|image1371|
-
-Placing a new interlibrary loan request
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+|image1373|
-Click on ‘Create a new request’ and choose a request form.
+To place a new interlibrary loan request click on ‘Create a new request’ and choose a request form.
-|image1372|
+|image1374|
**Note**
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.
-|image1373|
+|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’.
-Editing requests
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
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.
|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