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ils_user_manual [2017/07/12 06:54]
nlpwikimaster [Adding the Roles /Assigning Permission]
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|}} +  * 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 138Basic Searching the Catalog
  
-{{:screenshot_2017-07-07_16.27.02.png|}} +  * An **Advanced Search** allows you to have additional limit of your search options by language and author.See Figure 139 below
- Fig2 Viewing  Admin Module+  * You can add search options by clicking the Plus (+) Button.
  
-====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.139_advance_searching_the_catalog.png|}}
  
-{{:screenshot_2017-07-07_16.50.45.png|}} 
- Fig. 3 Viewing Users Module 
  
-1.To search specific user, enter name in the search bar on the right side of the page.+Figure 139Advanced Searching the Catalog
  
-2. To delete user, click Delete (red tab) on the list. 
  
-{{:screenshot_2017-07-07_16.58.22.png|}}+  * You can also refine or customize your search on the left side bar of the page
  
-====Adding and Editing User/s==== +  * You can sort the results from A-Z and Z-A of the title and author.
-{{:screenshot_2017-07-11_17.44.56.png|}}+
  
 +  * You can refine your search results by typing your preferred publication date. See Figure 140 below.
  
-1To add/create user, click the tab **New User,** then fill up the basic information needed.Click **Create** to finish transaction.+{{:fig.140_refining_search_results.png|}}
  
-{{:screenshot_2017-07-11_16.54.25.png|}}+Figure 140Refining the Search Results
  
-2. To edit account details of the user/s, choose an entry then click Edit (blue tab). Then you can start editing user account details.Choose your Role and which College you desire to access information. Click **Update** to finish transaction. +  * Click Boolean Search to complete actionSee Figure 141 below.
-{{:screenshot_2017-07-11_17.30.33.png|}}+
  
-======Viewing Roles=====+{{:fig.141_boolean_search.png|}}
  
-Click the Roles sub-module, then you can see the list of roles. +Figure 141Boolean Search
-{{:screenshot_2017-07-10_14.45.27.png|}}+
  
-====Adding the Roles /Assigning Permission==== 
  
-  *  To add/create role/s, click the tab **New Role,** then fill up the basic information needed. +====1.3 AddingEditing New Record Manually====
-  *  To assign permission, mark up which type of permission.+
  
 +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.
  
 +=====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. 
 + 
  
 +{{:screenshot_2017-07-21_16.44.18.png|}}
  
-====Editing the Role/s====+ If you click the Full record you will see the Fields and sub-fields of the record.
  
-  * 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.+  * You can lock the record and also set the record for revision.
  
-======Importing Library Data====== 
  
-  * To import Library Data/Batch, click on the **Import Batch** module, then click the **New Upload** tab to add MARC file/sFill 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.+=====Section 3Viewing the Cart=====
  
-======Viewing Configuration Listings======+  * To view your records and catalogs click the **Cart** sub- module, then you will see the list of the records. See Figure 135 below. 
 + 
 +{{:fig.135_viewing_the_cart.png|}} 
 + 
 +Figure 135. Viewing the Cart 
 + 
 + 
 +=====3.1 Deleting Records from the Cart===== 
 + 
 +  * To delete a record from the cart, click the red Delete button, then click Yes to complete action. 
 + 
 +{{:fig.136_deleting_a_record_from_the_cart.png|}} 
 + 
 +Figure 136. Deleting a Record
  
-  * To view Configuration Listings, click the Configuration Module then you will see sub-modules (Location, Circulation Types, Campuses, Colleges, Holidays, System Messages, Non-filling Words, User types, Announcements, Academic Years and Item Types) 
  
-{{:screenshot_2017-07-08_21.48.37.png|}} 
-Fig.5. Viewing Configuration