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ils:admin:ils_admin_manual [2017/10/26 08:36] nlpwikimaster [Editing and Deleting Location] |
ils:admin:ils_admin_manual [2018/03/07 16:27] (current) nlpwikimaster [Section 1. Accessing the ILS Homepage] |
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- | =====Accessing the ILS Homepage== | + | ===== Section 1. Accessing the ILS Homepage===== |
On your browser' | On your browser' | ||
- | (insert screenshot) | ||
- | Click the Log In menu, then type your username and password. (insert screenshot) | + | {{: |
+ | Figure 155. Accessing the Homepage | ||
+ | |||
+ | Click the Log In menu, then type your username and password. | ||
+ | |||
+ | {{: | ||
+ | Figure 156. Logging In | ||
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+ | |||
- | =====Viewing the Accessible Modules===== | + | =====Section 2. Viewing the Accessible Modules===== |
Once logged in, the ILS modules are displayed as sidebar menu items at the left side of the page.See Figure 1 below. | Once logged in, the ILS modules are displayed as sidebar menu items at the left side of the page.See Figure 1 below. | ||
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Figure 3. Accessing the Modules | Figure 3. Accessing the Modules | ||
- | ======Viewing the Admin Module====== | + | =====Section 3. Viewing the Admin Module===== |
The Administration Module contains the following sub-modules: | The Administration Module contains the following sub-modules: | ||
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Figure 2. Viewing the Admin Module | Figure 2. Viewing the Admin Module | ||
- | =====Viewing the Paginated List of Users and Searching/ | + | ====3.1 Viewing the Paginated List of Users and Searching/ |
To display the list of users, click the User menu item under the Administration module on the sidebar.See Figure 3 below. | To display the list of users, click the User menu item under the Administration module on the sidebar.See Figure 3 below. | ||
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Figure 4. Searching and Deleting | Figure 4. Searching and Deleting | ||
- | ====Adding and Editing Users==== | + | ==== 3.2 Adding and Editing Users==== |
1. To add or create users for the system, click the **New User,** button then fill up the basic information needed.Click **Create** to complete the action.See Figure 5 and 6 below. | 1. To add or create users for the system, click the **New User,** button then fill up the basic information needed.Click **Create** to complete the action.See Figure 5 and 6 below. | ||
{{: | {{: | ||
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Figure 5. Adding Users | Figure 5. Adding Users | ||
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Figure 8. Editing User Details | Figure 8. Editing User Details | ||
- | =====Viewing Roles==== | + | =====Section 4. Viewing Roles===== |
Click the Roles sub-module, then you can see the list of roles.See Figure 9 below. | Click the Roles sub-module, then you can see the list of roles.See Figure 9 below. | ||
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Figure 9. Viewing Roles | Figure 9. Viewing Roles | ||
- | ====Adding Roles/ | + | ====4.1 Adding Roles/ |
* To add/create a role, click the button **New Role,** then fill up the basic information needed. | * To add/create a role, click the button **New Role,** then fill up the basic information needed. | ||
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- | ====Editing the Roles==== | + | ====4.2 Editing the Roles==== |
* To edit the account details of the roles, choose an entry on the list then click the blue Edit button. Then you can start editing the roles account details. Click the **Update** button to complete action. See Figure 9 below. | * To edit the account details of the roles, choose an entry on the list then click the blue Edit button. Then you can start editing the roles account details. Click the **Update** button to complete action. See Figure 9 below. | ||
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- | =====Viewing the Permissions===== | + | =====Section 5. Viewing the Permissions===== |
* To view the permissions list, Click the Permission sub- module the you will see the list of permissions.See Figure 12 below. | * To view the permissions list, Click the Permission sub- module the you will see the list of permissions.See Figure 12 below. | ||
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Figure 12. Viewing Permissions | Figure 12. Viewing Permissions | ||
- | =====Adding and Searching the Permissions===== | + | ====5.1 Adding and Searching the Permissions==== |
* To add the permissions, | * To add the permissions, | ||
* * To search a permission, type keywords on the search bar on the right side of the page. See Figure 13 below. | * * To search a permission, type keywords on the search bar on the right side of the page. See Figure 13 below. | ||
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- | =====Editing and Deleting the Permission===== | + | ====5.2 Editing and Deleting the Permission==== |
* To edit a permission, click the blue Edit button on the side column of the table list of permissions.You can start editing the permissions details, then click Update to complete action.See Figure 14 and 15 below. | * To edit a permission, click the blue Edit button on the side column of the table list of permissions.You can start editing the permissions details, then click Update to complete action.See Figure 14 and 15 below. | ||
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- | =====Viewing the Institutions===== | + | =====Section 6. Viewing the Institutions===== |
* To view the list of institutions, | * To view the list of institutions, | ||
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- | =====Adding and Searching the Institutions===== | + | ====6.1 Adding and Searching the Institutions==== |
* To add an institution, | * To add an institution, | ||
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{{: | {{: | ||
- | =====Editing and Deleting an Institution===== | + | ====6.2 Editing and Deleting an Institution==== |
* To edit an institution, | * To edit an institution, | ||
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- | =====Viewing Batch Import===== | + | =====Section 7. Viewing Batch Import===== |
* To view list of imported batches list, click the **Batch Import** sub module to see the list. See Figure 24 below. | * To view list of imported batches list, click the **Batch Import** sub module to see the list. See Figure 24 below. | ||
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Figure 24. Viewing Batch Import | Figure 24. Viewing Batch Import | ||
- | ====Viewing a Batch Import==== | + | ====7.1 Viewing a Batch Import==== |
* To view a Batch Import, click the **View** button on the right side of the list.You will see the information about the Batch Import on the upper part of the page and the records list on the lower part of the page.See Figure 25 and 26 below. | * To view a Batch Import, click the **View** button on the right side of the list.You will see the information about the Batch Import on the upper part of the page and the records list on the lower part of the page.See Figure 25 and 26 below. | ||
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- | * Viewing the Binary | + | ====7.2 |
+ | * To view MARC record in binary , click **View Binary** button. Click **Close** button to finish action. See Figure 27 and 28 below. | ||
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figure 28. Viewing Binary Representation | figure 28. Viewing Binary Representation | ||
- | * Viewing the XML - to view the MARC record in XML format, click **View XML** button. See Figure 29 and 30 below. | + | ====7.3 |
+ | * To view the MARC record in XML format, click **View XML** button. See Figure 29 and 30 below. | ||
{{: | {{: | ||
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- | =====Importing Library Data===== | + | =====Section 8. Importing Library Data===== |
* To import Library Data/Batch, click on the **Import Batch** module, then click the **New Upload** button to add MARC file/s. Fill out the Charset Encoding (default is UTF-8) then fill out the other information needed. Choose which **Record type** and write comments if you want to have notes. Click **Stage Marc file** button to complete action. | * To import Library Data/Batch, click on the **Import Batch** module, then click the **New Upload** button to add MARC file/s. Fill out the Charset Encoding (default is UTF-8) then fill out the other information needed. Choose which **Record type** and write comments if you want to have notes. Click **Stage Marc file** button to complete action. | ||
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- | Figure 32. Impoorting | + | Figure 32. Importing |
- | =====Searching the Batch Import===== | + | ====8.1 Searching the Batch Import==== |
* To search a batch import, type keywords on the search bar on the right side of the page. See Figure 33 below. | * To search a batch import, type keywords on the search bar on the right side of the page. See Figure 33 below. | ||
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- | =====Viewing MARC Frameworks===== | + | =====Section 9. Viewing MARC Frameworks===== |
* To view list of MARC Frameworks, click the Administration Module then click the MARc Framework in the sub modules. You can see the table list of MARC Frameworks. See Figure 34 below. | * To view list of MARC Frameworks, click the Administration Module then click the MARc Framework in the sub modules. You can see the table list of MARC Frameworks. See Figure 34 below. | ||
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Figure 34. Viewing MARC Framework | Figure 34. Viewing MARC Framework | ||
- | ====Adding and Searching the MARC Framework==== | + | ====9.1 Adding and Searching the MARC Framework==== |
* To add a framework, click the New Framework button on the upper right side of the page. Enter the framework code and description, | * To add a framework, click the New Framework button on the upper right side of the page. Enter the framework code and description, | ||
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Figure 37. Searching MARC Framework | Figure 37. Searching MARC Framework | ||
- | =====Editing and Deleting a MARC Framework===== | + | |
+ | ====9.2 Editing and Deleting a MARC Framework==== | ||
* To edit a MARC Framework, click on the blue Edit button on the side of the table list of the frameworks. See Figure 38 and 39 below. | * To edit a MARC Framework, click on the blue Edit button on the side of the table list of the frameworks. See Figure 38 and 39 below. | ||
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Figure 40. Deleting MARC Framework | Figure 40. Deleting MARC Framework | ||
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Figure 49. Viewing the Circulation Types | Figure 49. Viewing the Circulation Types | ||
- | =====Adding | + | =====Adding and Searching the Circulation Types===== |
1.To add a circulation, | 1.To add a circulation, |