[Koha-cvs] CVS: koha-doc/en/general newbieguide.xml,1.2,1.3

[skemotah]

Update of /cvsroot/koha/koha-doc/en/general
In directory sc8-pr-cvs1.sourceforge.net:/tmp/cvs-serv6079/en/general

Modified Files:
        newbieguide.xml 
Log Message:
Additional information about borrowers

Index: newbieguide.xml
===================================================================
RCS file: /cvsroot/koha/koha-doc/en/general/newbieguide.xml,v
retrieving revision 1.2
retrieving revision 1.3
diff -C2 -r1.2 -r1.3
*** newbieguide.xml     23 Dec 2004 12:43:50 -0000      1.2
--- newbieguide.xml     9 Apr 2005 19:42:53 -0000       1.3
***************
*** 12,90 ****
  
        <surname>Johnson</surname>
-     </author>
- 
-     <pubdate>2004-11-08</pubdate>
  
!     <revhistory>
!       <revision>
!         <revnumber>2.0.0p1</revnumber>
! 
!         <date>2004-12-17</date>
! 
!         <revdescription>
!           <para>Minor changes, mostly in the Copyright and License
!           language</para>
!         </revdescription>
!       </revision>
  
!       <revision>
!         <revnumber>2.0.0</revnumber>
  
!         <date>2004-11-08</date>
  
!         <revdescription>
!           <para>First XML markup (by Stephen Hedges) of the original wiki
!           page</para>
!         </revdescription>
!       </revision>
!     </revhistory>
!   </articleinfo>
  
!   <note>
!     <para>Most of this document is a copy of an editable wiki page found at
!     <ulink
!     
url="http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide";>http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide</ulink>,
!     which was last modified on Thursday, 22 July 2004 at the time of
!     copying.</para>
!   </note>
  
!   <section>
!     <title>Using this document</title>
! 
!     <section>
!       <title id="copyright">Copyright and License</title>
! 
!       <para>Copyright 2004 BWS Johnson <email>mhelmen AT
!       illinoisalumni.org</email></para>
  
        <para>This document is related to Koha and is licensed to you under the
        GNU General Public License version 2 or later (<ulink
!       
url="http://www.gnu.org/licenses/gpl.html";>http://www.gnu.org/licenses/gpl.html</ulink>).
!       Koha-related documents may be reproduced and distributed in whole or in
!       part, in any medium physical or electronic, as long as this copyright
!       notice is retained on all copies.</para>
  
        <para>You may create a derivative work and distribute it provided that
!       you: <orderedlist>
!           <listitem>
!             <para>License the derivative work with this same license, or the
!             Linux Documentation Project License (<ulink
!             
url="http://www.tldp.org/COPYRIGHT.html";>http://www.tldp.org/COPYRIGHT.html</ulink>).
!             Include a copyright notice and at least a pointer to the license
!             used.</para>
!           </listitem>
  
!           <listitem>
!             <para>Give due credit to previous authors and major
!             contributors.</para>
!           </listitem>
!         </orderedlist></para>
  
        <para>Commercial redistribution is allowed and encouraged; however, the
        author would like to be notified of any such distributions.</para>
-     </section>
- 
-     <section>
-       <title id="disclaimer">Disclaimer</title>
  
        <para>No liability for the contents of this document can be accepted.
--- 12,61 ----
  
        <surname>Johnson</surname>
  
!       <email>mhelman AT illinoisalumni.org</email>
!     </author>
  
!     <pubdate>2005-04-03</pubdate>
  
!     <contrib>I am indebted to Paul Poulain for help with the "Authorites"
!     section.</contrib>
  
!     <copyright>
!       <year>2004</year>
  
!       <year>2005</year>
  
!       <holder>BWS Johnson</holder>
!     </copyright>
  
+     <legalnotice>
        <para>This document is related to Koha and is licensed to you under the
        GNU General Public License version 2 or later (<ulink
!       
url="http://www.gnu.org/licenses/gpl.html";>http://www.gnu.org/licenses/gpl.html</ulink>).</para>
! 
!       <para>Koha-related documents may be reproduced and distributed in whole
!       or in part, in any medium physical or electronic, as long as this
!       copyright notice is retained on all copies.</para>
  
        <para>You may create a derivative work and distribute it provided that
!       you:</para>
  
!       <orderedlist>
!         <listitem>
!           <para>License the derivative work with this same license, or the
!           Linux Documentation Project License (<ulink
!           
url="http://www.tldp.org/COPYRIGHT.html";>http://www.tldp.org/COPYRIGHT.html</ulink>).
!           Include a copyright notice and at least a pointer to the license
!           used.</para>
!         </listitem>
! 
!         <listitem>
!           <para>Give due credit to previous authors and major
!           contributors.</para>
!         </listitem>
!       </orderedlist>
  
        <para>Commercial redistribution is allowed and encouraged; however, the
        author would like to be notified of any such distributions.</para>
  
        <para>No liability for the contents of this document can be accepted.
***************
*** 99,111 ****
        service mark. Naming of particular products or brands should not be seen
        as endorsements.</para>
!     </section>
!   </section>
  
!   <section>
!     <title>Credits / Contributors</title>
  
!     <para>I am indebted to Paul Poulain for assistance with the
!     <citetitle>Authorities</citetitle> section of this document.</para>
!   </section>
  
    <section>
--- 70,116 ----
        service mark. Naming of particular products or brands should not be seen
        as endorsements.</para>
!     </legalnotice>
  
!     <revhistory>
!       <revision>
!         <revnumber>2.2.0</revnumber>
  
!         <date>2005-03-09</date>
! 
!         <authorinitials>bwsj</authorinitials>
! 
!         <revdescription>
!           <para>Revise and expand "Adding a patron" section</para>
!         </revdescription>
!       </revision>
! 
!       <revision>
!         <revnumber>2.0.0p1</revnumber>
! 
!         <date>2004-12-17</date>
! 
!         <authorinitials>sh</authorinitials>
! 
!         <revdescription>
!           <para>Minor changes, mostly in the Copyright and License
!           language</para>
!         </revdescription>
!       </revision>
! 
!       <revision>
!         <revnumber>2.0.0</revnumber>
! 
!         <date>2004-11-08</date>
! 
!         <revdescription>
!           <para>First XML markup (by Stephen Hedges) of the original wiki page
!           found at <ulink
!           
url="http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide";>http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide</ulink>,
!           which was last modified on Thursday, 22 July 2004 at the time of
!           copying.</para>
!         </revdescription>
!       </revision>
!     </revhistory>
!   </articleinfo>
  
    <section>
***************
*** 1527,1556 ****
      <title>Adding a Patron</title>
  
!     <para>Now that your system is set up, and your books and stuff are in the
!     computer, you'll want to add your patrons. This is very simple to
!     do.</para>
  
!     <para>From the green Intranet screen, type a name into the Member Search
!     box and press enter.</para>
  
!     <para>Yes, yes, I know that you don't have patrons yet. Just trust
!     me.</para>
  
!     <para>Nothing will show up when you search for that name, but you'll have
!     the option of adding a member.</para>
  
!     <para>Go ahead and click on the <emphasis>Add Member</emphasis>
!     button.</para>
  
!     <para>Everything that has an asterisk * will need to be filled in.</para>
  
!     <para>After you're done, click <emphasis>Save</emphasis>.</para>
  
!     <para>This will bring you to a confirmation page.</para>
  
!     <para>Don't worry if you have to change something later on. You can very
!     easily search on the patron's name from the Member pages or the Search box
!     on the Intranet screen, and then click on the patron. You can then choose
!     modify and make any necessary adjustments.</para>
    </section>
  
--- 1532,1876 ----
      <title>Adding a Patron</title>
  
!     <para>Now that you know how to add a bibliographic record into Koha, we
!     turn to living breathing people.</para>
  
!     <para>From the lime green intranet screen, mouse over
!     <emphasis>Members</emphasis>. Select the <emphasis>Add Member</emphasis>
!     option. This will cause the add member screen to appear.</para>
! 
!     <para>The first text box to fill in is the Member number, Card Number box
!     at the upper left. If your patron cards are barcoded, this is where you
!     would scan in the barcode from the back of the patron's card. It is a very
!     good idea to give all of your patrons unique numbers. My library is very
!     simple and we just assign numbers in order of registration.</para>
  
!     <para>Notice that this field had a * next to it, meaning that it was
!     mandatory to fill it out.</para>
  
!     <para>Now fill in the patron's personal information using the</para>
  
!     <itemizedlist>
!       <listitem>
!         <para>Given Names (First Name)</para>
!       </listitem>
! 
!       <listitem>
!         <para>Surname (Last Name)</para>
!       </listitem>
! 
!       <listitem>
!         <para>and perhaps the preferred name (Nickname) box.</para>
!       </listitem>
!     </itemizedlist>
! 
!     <para>The preferred name will not show up in the search listings or the
!     issues screen for a patron. It will show up when one looks at the detailed
!     member information screen, however.</para>
! 
!     <para>Make sure that you use the male/female radio button.</para>
! 
!     <para>The category pulldown menu is incredibly important! After working so
!     hard at determining your patron types, be sure to use this pull down to
!     make sure your borrowers are sorted by the computer into the categories
!     that you want. For instance, in Massachusetts, I need to turn in
!     statistics at the end of the year on Resident and Non Resident use as well
!     as Adult and Youth tallies. If I didn't use the options on the pull down,
!     my data would be flawed.</para>
! 
!     <para>Continue filling out the Patron's address. The only two fields
!     mandatory are:</para>
! 
!     <itemizedlist>
!       <listitem>
!         <para>Postal Address; and</para>
!       </listitem>
! 
!       <listitem>
!         <para>Town.</para>
!       </listitem>
!     </itemizedlist>
! 
!     <para>BUT this is where you would add the patron's phone number and email
!     address, both of which are very useful for reserves.</para>
  
!     <para>Alternate Contact Details is the section I use to add a spouse. You
!     could also add a spouse under Given names. If you want to add a child,
!     there's a special button just for that, but you need to wait until the
!     parent is fully added to use it.</para>
  
!     <para>Under <emphasis>Library Use</emphasis> there are two note fields,
!     and it's critical to know the difference between them.</para>
  
!     <para>The Borrower message is what you use if there's something you want
!     the borrower to see if they happen to log on to the Koha OPAC. Comments
!     like "You accidentally left your glasses, please pick them up at
!     circulation." would go here.</para>
  
!     <para>The Circulation message is something that you want your staff to
!     see. For instance "Please request that patron return their extra late copy
!     of Great Expectations" would be the type of thing that went here.</para>
! 
!     <para>The sorting fields are new to me, and I think that they might help
!     achieve some of the statistics I referred to earlier.</para>
! 
!     <para>When you're all through this form, click the
!     <emphasis>Save</emphasis> button at the bottom. This will take you to the
!     detailed borrower record screen.</para>
!   </section>
! 
!   <section>
!     <title>The Detailed Borrower Record Screen</title>
! 
!     <para>This screen is very useful for a number of different reasons. Let's
!     first discuss what it contains, and what its contents mean to you.</para>
! 
!     <para>In the membership record box, you'll note the patron's name and
!     address. Note that the Patron's Preferred name or Nickname is listed
!     FIRST. This is great to know so that you don't accidentally call someone
!     by the wrong name if they are at the desk. Their full name will be in
!     parentheses.</para>
! 
!     <para>The card number is the number that you, the Library, assign to a
!     patron. This number is different from the number that Koha assigns a
!     patron, which is listed under Membership number.</para>
! 
!     <para>Phone, fax, email and all that good stuff are here, too.</para>
! 
!     <para>Whether a patron is current on paying their annual fee is listed
!     here, as well. My library does not charge any fees, so the default
!     $30/year paid is shown. Don't worry if you don't charge, you'll see this
!     anyway.</para>
! 
!     <para>The expiration of the card is next and the branch they signed up for
!     a card at. This is followed by some more personal information.</para>
! 
!     <para>Next come a number of important green buttons. They are
!     labeled:</para>
! 
!     <itemizedlist>
!       <listitem>
!         <para>Add Child;</para>
!       </listitem>
! 
!       <listitem>
!         <para>Modify;</para>
!       </listitem>
! 
!       <listitem>
!         <para>Delete;</para>
!       </listitem>
! 
!       <listitem>
!         <para>Change Password; and</para>
!       </listitem>
! 
!       <listitem>
!         <para>Modify User Flags.</para>
!       </listitem>
!     </itemizedlist>
! 
!     <para>These are all very, very useful and important.</para>
! 
!     <section>
!       <title>Add Child</title>
! 
!       <para>You would select this option by clicking on it if a patron wanted
!       their child to use the same card, provided that your library allows
!       that.</para>
! 
!       <para>The window that results from this selection is much shorter than
!       the average Add Member screen, but all of the options that are in the
!       Add Child screen have previously been covered under Add Member. So
!       nothing should be scary or new to you.</para>
!     </section>
! 
!     <section>
!       <title>Modify</title>
! 
!       <para>Modify is what you select if you accidentally spell someone's name
!       wrong, or you need to change a person's phone number, email, et cetera.
!       Modify allows you to change whatever personal data you want about a
!       given patron. If you need to add or remove a note, modify is also what
!       you need.</para>
!     </section>
! 
!     <section>
!       <title>Delete</title>
! 
!       <para>Suppose a member gets added twice, moves on, et cetera and you
!       just don't need his or her data cluttering up your database anymore.
!       You'd delete his or her record. Don't worry about hitting this selection
!       by accident, because Koha will ask for confirmation before you really
!       delete the record. However, ONCE YOU DELETE A RECORD, YOU CANNOT GET IT
!       BACK AGAIN.</para>
!     </section>
! 
!     <section>
!       <title>Change Password</title>
! 
!       <para>Use this if a member forgets his or her password. Koha will
!       generate a password for you, but you can feel free to change the
!       gobbledygook that Koha generates. You can also change a member's
!       username login from this screen. Both of these things are great features
!       because you can let a user select something that they will remember but
!       is unique to them.</para>
!     </section>
! 
!     <section>
!       <title>Modify User Flags</title>
! 
!       <para>It is critical that you understand how these permissions work so
!       that users only have access to the parts of the database that you want
!       them to have access to. Most of the time, you won't need to modify a
!       patron's flags. This is especially true if they don't wish to use the
!       catalogue at home to request books. The flags you can set are:</para>
! 
!       <variablelist>
!         <varlistentry>
!           <term><emphasis>superlibrarian</emphasis> -- Access to all librarian
!           functions</term>
! 
!           <listitem>
!             <para>This is fine to give to your systems administrator. However,
!             you probably don't want your patrons to have this much access. You
!             might not even want to give this level of access to all of your
!             staff. Think carefully before you let anyone have total access
!             like this.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>circulate</emphasis> -- Circulate books</term>
! 
!           <listitem>
!             <para>This is the permission you give to your staff to let you
!             circulate or issue books. If your staff are going to work the
!             circulation desk, they will need permission to circulate books,
!             and you should be sure to check the check box next to this option.
!             Patrons shouldn't have this access level.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>catalogue</emphasis> -- View Catalogue (Librarian
!           Interface)</term>
! 
!           <listitem>
!             <para>This lets you view the purple Catalogue screens. If you
!             <emphasis>don't</emphasis> want someone cataloguing that oughtn't
!             be, then make sure that this option is NOT checked. Obviously,
!             people in technical services SHOULD have this option. Remember,
!             this doesn't only let someone see the books in the catalogue, it
!             lets them modify the records. If someone just wants to search the
!             catalogue, the regular OPAC should suffice. This is not something
!             that patrons should have access to.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>parameters</emphasis> -- Set Koha system
!           paramters</term>
! 
!           <listitem>
!             <para>This is an option that I would think would only be suitable
!             for your systems administrator. There's really no reason to have
!             too many people on staff have this access. However, you will need
!             to let a cataloguer have access to this as the Import in Reservoir
!             option is part of parameters. This is definitely not a permission
!             you want to allow to your patrons.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>borrowers</emphasis> -- Add or modify
!           borrowers</term>
! 
!           <listitem>
!             <para>All staff who man your desks should have access to this
!             option so that they can issue cards and edit borrower records.
!             This is once again a patron no no.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>permissions</emphasis> -- Set user
!           permissions</term>
! 
!           <listitem>
!             <para>This is the option that allows a user to allow other users
!             access to parts of the database. Only systems administrators or
!             people you really trust should have this level of access.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>reserveforothers</emphasis> -- Reserve books for
!           patrons</term>
! 
!           <listitem>
!             <para>This is an option that your staff should have access to so
!             that they may place holds for patrons. Suppose a patron is helping
!             another patron who is homebound. That would be a case where I
!             could see granting this permission to a patron. A teacher could
!             reserve books for kids that they teach. In general, though, it is
!             an option I would reserve for staff.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>borrow</emphasis> -- Borrow books</term>
! 
!           <listitem>
!             <para>Everyone in good standing ought to have access to this
!             feature. If you wanted to make it so that someone COULDN'T borrow,
!             then you would revoke priviledges by unchecking this box.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>reserveforself</emphasis> -- Reserve books for
!           self</term>
! 
!           <listitem>
!             <para>Everyone in good standing again ought to enjoy this feature.
!             I could see having it off if someone is abusive of holds or you
!             reserve books on a fee system or perhaps you disallow reserves
!             entirely.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>editcatalogue</emphasis> -- Edit Catalogue (Modify
!           bibliographic/holdings data)</term>
! 
!           <listitem>
!             <para>This is a permission your cataloguer should enjoy. You don't
!             want your patrons to have this one, or you won't have your sanity
!             too long.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>updatecharges</emphasis> -- Update borrower
!           charges</term>
! 
!           <listitem>
!             <para>This allows a user to change how much money someone owes. I
!             think that it might even allow them to mark an item returned, but
!             I'm not certain.</para>
!           </listitem>
!         </varlistentry>
! 
!         <varlistentry>
!           <term><emphasis>acquisition</emphasis> -- Acquisition and/or
!           suggestion management</term>
! 
!           <listitem>
!             <para>Only your head of Acquisitions should have permission to do
!             this.</para>
!           </listitem>
!         </varlistentry>
!       </variablelist>
!     </section>
    </section>