pergamonmu:readers:managing_readers
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pergamonmu:readers:managing_readers [2017/08/07 14:39] admin |
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| * [[pergamonmu:readers:Dynamic Indexing|Dynamic Indexing]] | * [[pergamonmu:readers:Dynamic Indexing|Dynamic Indexing]] | ||
| * [[pergamonmu:readers:Persistent Menu Options|Persistent Menu Options]] | * [[pergamonmu:readers:Persistent Menu Options|Persistent Menu Options]] | ||
| + | * [[pergamonmu:readers:deferredupdates|Bulk reader updates and deferred updates]] | ||
| How do I: | How do I: | ||
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| - | + | {{:logo.png?nolink |}}\\ | |
| - | + | [[:start|Pergamon Wiki Home]] | |
| - | How to... | + | |
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| - | ====== Create a New Reader or Contact ====== | + | |
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| - | To create a new Reader, enter the Reader Manager then choose [Create new Reader] from the [Manage Reader] menu (or press [F5]). On selection, a new Reader is created in the database with a default HID based upon the current date and time. | + | |
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| - | Note that at this point, the new Reader is fully created in the database but is not yet 'active' - this is deliberate so that the Reader can be configured correctly before being made available to library users. In order to make the Reader available, edit the Reader when complete, check the [Active] checkbox and update the Reader in the database. | + | |
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| - | ===== Creating a contact for an Reader ===== | + | |
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| - | In order to create a new contact for an Reader, ensure that the required Reader is selected in the left-hand list and then select [Create new contact] from the [Manage Reader] menu (or press [shift]+[F5]). | + | |
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| - | ===== Edit and existing Reader or Contact ===== | + | |
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| - | n order to start the editing process of either an Reader or contact, locate it in the left-hand list and then right-click it in order to display its details on the right-hand side. All fields are immediately available for editing. When editing is completed, select [Update] to update the changes in the database. | + | |
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| - | ===== Aborting an edit ===== | + | |
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| - | If changes have been made to an Reader or contact the changes can be aborted simply by selecting any other record in the left-hand list. A warning will be displayed indicating that changes have been made - if the changes are required, select to save them. If the changes are not required, select to abandon them. In either case, the newly selected record will then be displayed. | + | |
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| - | ===== Removing an existing Reader or Contact ===== | + | |
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| - | In order to remove an existing Reader, locate it in the left-hand list then select it in order to display its details on the right-hand side. Select [Remove Reader] from the menu in order to begin the removal process. | + | |
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| - | Validation | + | |
| - | Before removal takes place, the Manage Reader dialog will validate the removal request. Part of this validation involves checking functional areas of the database to ensure that the record is not currently in use. Once it has been confirmed that this is not the case, the Reader is removed from the database. | + | |
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| - | If the Reader is still in use for any reason, removal will be refused. | + | |
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| - | ===== Removing a contact ===== | + | |
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| - | In order to remove a contact from the database, select the contact in the left hand list then select [Remove contact] from the menu. As contacts are not directly utilised by most functional areas, no validation is performed and the contact is removed immediately. | + | |
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| - | ===== Editing Advanced Fields ===== | + | |
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| - | Some Readers may possess advanced editing features, governed by the group type to which it has been assigned. In order to edit these additional fields, select the [Advanced Edit] command button at the bottom of the dialog. The editing page will be temporarily placed into advanced edit mode. In order to return the page to normal, select the same command button that will have changed to display [Simple Edit]. | + | |
pergamonmu/readers/managing_readers.1502116777.txt.gz · Last modified: 2017/08/07 14:39 by admin
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