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--- ils_user_manual [2017/07/07 08:25]
nlpwikimaster
+++ ils_user_manual [2017/11/08 17:08] (current)
nlpwikimaster
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-====== ILS USER MANUAL ======
+======= Section 1. User Manual / OPAC =======
+====1.1 Viewing the OPAC module=====
-**//Accessing the ILS Homepage//**
+  * To view the OPAC Module, Click on the **OPAC** menu item on the sidebar of the page. See Figure below.
-On your browser's address bar, enter this URL e.g. http://ilib.nlp-dev.site.
+{{:fig.137_viewing_the_opac.png|}}
-**//Viewing the Accessible Modules//**
+Figure 137. Viewing the OPAC Module
+====1.2 Searching the Catalog====
-You can see modules on the sidebar of your screen.
+  * In searching the catalog you have two ways to filter your search, the Basic Search and the Advanced Search.
-{{:screenshot_2017-07-07_15.46.09.png?200|}}
+  * A **Basic search** allows you to search on limited material type.
-Fig.1 Accessing the Modules
+See figure 138 below.
-**//Viewing the Admin Module//**
+{{:fig.138_searching_the_catalog.png|}}
-Click the Administration Module then you will see sub-modules (Users, Roles, Permissions, institutions, Batch Import and MARC Frameworks).
+Figure 138. Basic Searching the Catalog
+  * An **Advanced Search** allows you to have additional limit of your search options by language and author.See Figure 139 below.
+  * You can add search options by clicking the Plus (+) Button.
- Fig. 2 Viewing  Admin Module
-**//Viewing the Paginated List of Users and Search/Delete Specific User//**
+{{:fig.139_advance_searching_the_catalog.png|}}
-Click the User sub-module, then you can see the list of users.
+Figure 139. Advanced Searching the Catalog
- Fig. 3 Viewing Users Module
-.To search specific user, enter name in the search bar on the right side of the page.
+  * You can also refine or customize your search on the left side bar of the page.
-. To delete user, click Delete (red tab) on the list.
+  * You can sort the results from A-Z and Z-A of the title and author.
-//**Adding User**//
+  * You can refine your search results by typing your preferred publication date. See Figure 140 below.
-. To add/create user, click the tab **New User,** then fill up the basic information needed.
+{{:fig.140_refining_search_results.png|}}
-**//Editing User//**
+Figure 140. Refining the Search Results
-. To edit account details of the user/s, choose an entry then click Edit (blue tab). Then you can start editing user account details.
+  * Click Boolean Search to complete action. See Figure 141 below.
-**//Viewing Roles//**
+{{:fig.141_boolean_search.png|}}
-Click the Roles sub-module, then you can see the list of roles.
+Figure 141. Boolean Search
-Adding the Roles /Assigning Permission
-  *  To add/create role/s, click the tab **New Role,** then fill up the basic information needed.
+====1.3 Adding/ Editing New Record Manually====
-  *  To assign permission, mark up which type of permission.
-**//Editing the Role/s //**
+To create a new record, type manually the details of the items of the catalog/MARC file. You can add or delete input for the item by clicking the + button or delete button.Then click Save to complete action.
-  * To edit account details of the role/s, choose an entry then click Edit (blue tab). Then you can start editing role/s account details.
+=====Section 2. Viewing The Record Information=====
+To view the record information, click the View button on the "Action" column. The Basic information has a  brief record and full record.
-**//Importing Library Data//**
+{{:screenshot_2017-07-21_16.44.18.png|}}
-  * To import Library Data/Batch, click on the Import Batch module, then click the New Upload tab to add MARC file/s. Fill out the Charset Encoding (default is UTF-8) then fill out the other information, Choose which Record type
+ If you click the Full record you will see the Fields and sub-fields of the record.
-MARC
+  * You can lock the record and also set the record for revision.
-**//Accessing the ILS Homepage//**
+=====Section 3. Viewing the Cart=====
-On your browser's address bar, enter this URL e.g. http://ilib.nlp-dev.site.
+  * To view your records and catalogs click the **Cart** sub- module, then you will see the list of the records. See Figure 135 below.
-**//Viewing the Accessible Modules//**
+{{:fig.135_viewing_the_cart.png|}}
-You can see modules on the sidebar of your screen.
+Figure 135. Viewing the Cart
- Fig.1 Accessing the Modules
+=====3.1 Deleting Records from the Cart=====
-**//Viewing the Admin Module//**
+  * To delete a record from the cart, click the red Delete button, then click Yes to complete action.
-Click the Administration Module then you will see sub-modules (Users, Roles, Permissions, institutions, Batch Import and MARC Frameworks).
+{{:fig.136_deleting_a_record_from_the_cart.png|}}
- Fig. 2 Viewing  Admin Module
+Figure 136. Deleting a Record
-**//Viewing the Paginated List of Users and Search/Delete Specific User//**
-Click the User sub-module, then you can see the list of users.
- Fig. 3 Viewing Users Module
-.To search specific user, enter name in the search bar on the right side of the page.
-. To delete user, click Delete (red tab) on the list.
-//**Adding User**//
-. To add/create user, click the tab **New User,** then fill up the basic information needed.
-**//Editing User//**
-. To edit account details of the user/s, choose an entry then click Edit (blue tab). Then you can start editing user account details.
-**//Viewing Roles//**
-Click the Roles sub-module, then you can see the list of roles.
-Adding the Roles /Assigning Permission
-  *  To add/create role/s, click the tab **New Role,** then fill up the basic information needed.
-  *  To assign permission, mark up which type of permission.
-**//Editing the Role/s //**
-  * To edit account details of the role/s, choose an entry then click Edit (blue tab). Then you can start editing role/s account details.
-**//Importing Library Data//**
-  * To import Library Data/Batch, click on the Import Batch module, then click the New Upload tab to add MARC file/s. Fill out the Charset Encoding (default is UTF-8) then fill out the other information, Choose which Record type
-MARC