Section added to Server Admin for Age Hold Protect Rules.
[sitka/doc/staff.git] / admin / admin-serveradmin.xml
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1<?xml version="1.0" encoding="utf-8"?>\r
2<chapter version="5.0" xml:id="serveradmin" xml:lang="EN"\r
3 xmlns="http://docbook.org/ns/docbook"\r
4 xmlns:xlink="http://www.w3.org/1999/xlink"\r
5 xmlns:xi="http://www.w3.org/2001/XInclude"\r
6 xmlns:ns5="http://www.w3.org/1999/xhtml"\r
7 xmlns:ns4="http://www.w3.org/1998/Math/MathML"\r
8 xmlns:ns3="http://www.w3.org/2000/svg"\r
9 xmlns:ns="http://docbook.org/ns/docbook">\r
10 <info>\r
11 <title>Server Administration</title>\r
12 </info>\r
13\r
14 <para>Most options under the <menuchoice>\r
15 <guimenu>Admin</guimenu>\r
16\r
17 <guimenuitem>Server Administration</guimenuitem>\r
18 </menuchoice> menu are global Sitka settings that cannot be changed\r
19 locally. The single exception is the <guimenu>Organizational Units</guimenu>\r
20 submenu, which allows Local System Administrators to edit library contact\r
21 information, hours of operation, and addresses.</para>\r
22\r
23 <para>There is some view-only information that is useful under Server\r
24 Administration, in particular the list of Copy Statuses.</para>\r
25 \r
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26\r
27<section xml:id="serveradmin-age-hold-protect">\r
28<title>Age Hold Protect Rules</title>\r
29\r
30</section>\r
31\r
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32 <section xml:id="serveradmin-org-unit" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
33 xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
34 \r
35 <info>\r
36 <title>Organizational Units</title>\r
37 </info>\r
38 \r
39 \r
40 \r
41 \r
42 \r
43 <para>Anyone with access to the staff client may view these settings but a Local System\r
44 Administrator login is required to make changes. </para>\r
45 \r
46 \r
47 \r
48 <procedure>\r
49 \r
50 <step xml:id="server-main">\r
51 <informalfigure>\r
52 <para>Go to <menuchoice>\r
53 <guimenu>Admin</guimenu>\r
54 <guisubmenu>Server Administration</guisubmenu>\r
55 <guimenuitem>Organizational Units</guimenuitem>\r
56 </menuchoice>.</para>\r
57 \r
58 <para>\r
59 <mediaobject>\r
60 <alt>server administration menu</alt>\r
61 <imageobject>\r
62 <imagedata scalefit="0" fileref="media/server-1.png"/>\r
63 </imageobject>\r
64 \r
65 </mediaobject>\r
66 </para>\r
67 </informalfigure>\r
68 </step>\r
69 \r
70 \r
71 <step>\r
72 <informalfigure>\r
73 <para>Find your library from the tree on the left side of the page and click it to open\r
74 settings. Multi-branch library systems will see an entry for each branch.</para>\r
75 \r
76 <para>\r
77 <mediaobject>\r
78 <alt>organizational units interface</alt>\r
79 <imageobject>\r
80 <imagedata scalefit="0" fileref="media/server-2.png"/>\r
81 </imageobject>\r
82 \r
83 </mediaobject>\r
84 </para>\r
85 </informalfigure>\r
86 </step>\r
87 \r
88 <step>\r
89 <informalfigure>\r
90 <para>The <guilabel>Main Settings</guilabel> tab opens\r
91 displaying settings for your library. Only <guilabel>Main Email Address</guilabel>\r
92 and <guilabel>Main Phone Number</guilabel> should be edited, please leave all other\r
93 settings at their default values.</para>\r
94 \r
95 <para>\r
96 <mediaobject>\r
97 <alt>organizational units, main settings</alt>\r
98 <imageobject>\r
99 <imagedata scalefit="0" fileref="media/server-3.png"/>\r
100 </imageobject>\r
101 </mediaobject>\r
102 </para>\r
103 </informalfigure>\r
104 </step>\r
105 \r
106 \r
107 <step>\r
108 <para>Click <guibutton>Save</guibutton> to record changes.</para>\r
109 </step>\r
110 </procedure>\r
111 \r
112 <note>\r
113 <para>The <guilabel>Organizational Units</guilabel> screen flashes green when saving changes to any tab (see screencast below, only available in the <link\r
114 xlink:href="http://coconut.pines.bclibrary.ca:21080/docbook/Sitka/current/html/index.html"\r
115 >online version</link> of the manual). If there is no flash please\r
116 ensure you are using an LSA login and click <guibutton>Save</guibutton>\r
117 again. Contact Sitka Support if you still cannot save the changes.</para>\r
118 \r
119 <para/>\r
120 \r
121 <para/>\r
122 <?dbhtml-include href="/var/www/docbook/Sitka/draft/admin/media/organizational_units.html"?>\r
123 \r
124 <para/>\r
125 </note>\r
126 \r
127 \r
128 <section xml:id="server-hours">\r
129 <info>\r
130 <title>Library Hours of Operation</title>\r
131 </info>\r
132 \r
133 <para>Local System Administrators can use the <guilabel>Organizational Units</guilabel> interface \r
134 to set the library's hours of operation. These are regular weekly hours;\r
135 holiday and other closures are recorded in the <link linkend="lsa-closed">Closed Dates\r
136 Editor</link>.</para>\r
137 \r
138 <para>Hours of operation and closed dates affect due dates and overdue fines.</para>\r
139 \r
140 <itemizedlist>\r
141 <listitem>\r
142 <formalpara>\r
143 <title>Due dates</title>\r
144 <para>Due dates that would fall on closed days are automatically pushed forward to\r
145 the next open day. Likewise, if an item is checked out at 8pm, for example, and\r
146 would normally be due on a day when the library closes before 8pm, Evergreen\r
147 pushes the due date forward to the next open day.</para>\r
148 </formalpara>\r
149 </listitem>\r
150 <listitem>\r
151 <formalpara>\r
152 <title>Overdue fines</title>\r
153 <para>Overdue fines are not charged on days when the library is closed.</para>\r
154 </formalpara>\r
155 </listitem>\r
156 </itemizedlist>\r
157 \r
158 \r
159 \r
160 \r
161 <para>To review or edit your library's hours of operation,</para>\r
162 \r
163 \r
164 <procedure>\r
165 \r
166 <step>\r
167 <para>Open the <guilabel>Organizational Units</guilabel> interface as described in the steps\r
168 <link linkend="server-main">above</link>.</para>\r
169 </step>\r
170 <step>\r
171 <informalfigure>\r
172 <para>Click the <guilabel>Hours of\r
173 Operation</guilabel> tab.</para>\r
174 <para>\r
175 <mediaobject>\r
176 <alt>organizational units, main settings</alt>\r
177 <imageobject>\r
178 <imagedata scalefit="0" fileref="media/server-4.png"/>\r
179 </imageobject>\r
180 </mediaobject>\r
181 </para>\r
182 </informalfigure>\r
183 </step>\r
184 \r
185 <step>\r
186 <informalfigure>\r
187 <para>Review your library's weekly hours, editing as necessary. To set a closed day\r
188 click the corresponding <guibutton>Closed</guibutton> button. Closed days (Monday\r
189 and Sunday in the example below) have open and close times of 12:00\r
190 AM.</para>\r
191 <para>\r
192 <mediaobject>\r
193 <alt>hours of operation interface</alt>\r
194 <imageobject>\r
195 <imagedata scalefit="0" fileref="media/server-5.png"/>\r
196 </imageobject>\r
197 </mediaobject>\r
198 </para>\r
199 </informalfigure>\r
200 </step>\r
201 \r
202 <step>\r
203 <para>Click <guibutton>Save</guibutton> to record any changes</para>\r
204 </step>\r
205 \r
206 \r
207 \r
208 </procedure>\r
209 \r
210 </section>\r
211 \r
212 \r
213 \r
214 <section xml:id="server-addresses">\r
215 <info>\r
216 <title>Library Addresses</title>\r
217 </info>\r
218 \r
219 <para>Addresses set in <menuchoice>\r
220 <guimenu>Admin (-)</guimenu>\r
221 <guisubmenu>Server Administrations</guisubmenu>\r
222 <guimenuitem>Organizational Units</guimenuitem>\r
223 </menuchoice> appear in patron email notifications, hold slips, and transit slips. Local\r
224 System Adminstrators should ensure that the <guilabel>Physical</guilabel>,\r
225 <guilabel>Holds</guilabel>, and <guilabel>Mailing</guilabel> addresses are set\r
226 correctly.</para>\r
227 \r
228 <procedure>\r
229 \r
230 <step>\r
231 <para>Open the <guilabel>Organizational Units</guilabel> interface as described in the <link\r
232 linkend="server-main">previous section</link>.</para>\r
233 </step>\r
234 <step>\r
235 <informalfigure>\r
236 <para>Click the\r
237 <guilabel>Addresses</guilabel> tab.</para>\r
238 <para>\r
239 <mediaobject>\r
240 <alt>organizational units, main settings</alt>\r
241 <imageobject>\r
242 <imagedata scalefit="0" fileref="media/server-6.png"/>\r
243 </imageobject>\r
244 </mediaobject>\r
245 </para>\r
246 </informalfigure>\r
247 </step>\r
248 \r
249 <step>\r
250 <informalfigure>\r
251 <para>There are four address tabs: <guilabel>Physical</guilabel>,\r
252 <guilabel>Holds</guilabel>, <guilabel>Mailing</guilabel>, and\r
253 <guilabel>ILL</guilabel>. Sitka Support recommends setting the first three at a\r
254 minimum. The <guilabel>Holds Address</guilabel> appears on transit slips when items are sent to fulfill holds at another branch.</para>\r
255 <para>\r
256 <mediaobject>\r
257 <alt>addresses interface</alt>\r
258 <imageobject>\r
259 <imagedata scalefit="0" fileref="media/server-7.png"/>\r
260 </imageobject>\r
261 </mediaobject>\r
262 </para>\r
263 </informalfigure>\r
264 </step>\r
265 \r
266 <step>\r
267 <para>Click <guibutton>Save</guibutton> to record changes for each tab.</para>\r
268 </step>\r
269 \r
270 </procedure>\r
271 \r
272 <note>\r
273 <para>The <guilabel>Valid</guilabel> checkbox is an optional setting that does not affect\r
274 current Evergreen functions, but the Sitka Support team recommends checking it for all\r
275 correct addresses.</para>\r
276 </note>\r
277 \r
278 </section>\r
279 </section>\r
280 \r
281<section><info><title>Call Number Prefix and Call Number Suffix</title></info>\r
282 <informalfigure>\r
283<para>If you library uses prefixes and/or suffixes in call numbers, you can build a standard list, \r
284which will be displayed as dropdown lists when creating/editing call number record.\r
285</para>\r
286 <para>This is how it looks like on call number creating/editing screen\r
287 <mediaobject>\r
288 <alt>call number prefix</alt>\r
289 <imageobject>\r
290 <imagedata scalefit="0" fileref="media/server-8.png"/>\r
291 </imageobject>\r
292 </mediaobject>\r
293 </para>\r
294 \r
295 </informalfigure>\r
296 \r
297 <informalfigure>\r
298 <para>To create a call number prefix/suffix, go to <menuchoice>\r
299 <guimenu>Admin</guimenu>\r
300 <guisubmenu>Server Administration</guisubmenu>\r
301 <guimenuitem>Call Number Prefix (Suffix)</guimenuitem>\r
302 \r
303 \r
304 </menuchoice>\r
305 \r
306 \r
307 </para>\r
308 \r
309 <para>Click <guilabel>New Prefix (Suffix)</guilabel>. Type in the label. Choose your library \r
310 as the <guilabel>Owning Library, and then save.</guilabel>\r
311 <mediaobject>\r
312 <alt>call number prefix</alt>\r
313 <imageobject>\r
314 <imagedata scalefit="0" fileref="media/server-9.png"/>\r
315 </imageobject>\r
316 </mediaobject>\r
317 </para></informalfigure>\r
318 <para>To delete a prefix/suffix, check the record, and then click <guilabel>Delete Selected</guilabel>.</para>\r
319 \r
320 <caution><para>Call Number Prefix/Suffix created here are different from \r
321 \r
322 <guilabel>Label Prefix/Suffix</guilabel> created on <guilabel>Copy Location Editor</guilabel>. The former are \r
323 displayed as part of call number in OPAC, while the latter are on printed labels only. </para></caution>\r
324</section>\r
325<xi:include href="admin-serveradmin-copy-statuses.xml"/>\r
326</chapter>\r