pergamonmu:quickstart:settings
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| - Click [**Update**] to write all changes into the database.\\ \\ | - Click [**Update**] to write all changes into the database.\\ \\ | ||
| - Scroll down to the [**Item HID Formats**] group and expand it. Select the [**Standard**] format and repeat the process for your item barcode (Accession number) format. Make special note of your body length - this is often slightly longer than the body length used of readers. | - Scroll down to the [**Item HID Formats**] group and expand it. Select the [**Standard**] format and repeat the process for your item barcode (Accession number) format. Make special note of your body length - this is often slightly longer than the body length used of readers. | ||
| + | |||
| + | ====== Reader Groups ====== | ||
| + | |||
| + | Reader Groups (variously addressed as Tutor Groups, Classes etc.) are ways in which you can identify sub-sets of your readers. They can be used in displaying groups for editing, and for running reports. | ||
| + | |||
| + | - Scroll to [**Reader Groups**] (possibly labeled 'Agent Groups' on your installation) and expand it to display the Groups already in place.\\ \\ | ||
| + | - Click [**Create**] in the [**Items**] toolbar menu group to create a new entry in the group on the left-hand side of the dialog. Select it to display its details.\\ \\ | ||
| + | - We have decided that our tutor groups are named after birds, so we will change the text to '**Chaffinch**'. You may change the tutor group to reflect a group which you are using on your local installation.\\ \\ {{:pergamonmu:quickstart:quickstart-config-tutor-groups.png?direct&100|Tutor Groups}}\\ \\ | ||
| + | - Click [**Advanced Edit**] in order to edit settings associated with tutor groups.\\ \\ | ||
| + | - The [**Advanced Editor**] setting is rarely used for individual reader and can be ignored. You may add a note or description regarding the Reader Group in the field provided.\\ \\ {{:pergamonmu:quickstart:quickstart-config-tutor-groups-advanced.png?direct&100|Tutor Groups}}\\ \\ | ||
| + | - Click the [**Update**] button to save the changes into the database. | ||
| ====== Circulations Configuration ====== | ====== Circulations Configuration ====== | ||
| Line 41: | Line 52: | ||
| - Select the [**No Restrictions**] entry to display it's details. If the entry is **not** displayed in bold, we need to make it the default for your installation. Click the [**Default**] toolbar menu item - if successful, the entry in the left-hand list will turn **bold**. Select the [**No Restrictions**] entry again to ensure that any more changes we make are to this lookup item.\\ \\ | - Select the [**No Restrictions**] entry to display it's details. If the entry is **not** displayed in bold, we need to make it the default for your installation. Click the [**Default**] toolbar menu item - if successful, the entry in the left-hand list will turn **bold**. Select the [**No Restrictions**] entry again to ensure that any more changes we make are to this lookup item.\\ \\ | ||
| - There is nothing more to edit on the basic page, so click [**Advanced Edit**] to change settings specifically associated with Reader Audiences.\\ \\ {{:pergamonmu:quickstart:quickstart-config-reader-audience.png?direct&100|Reader Audience}}\\ \\ | - There is nothing more to edit on the basic page, so click [**Advanced Edit**] to change settings specifically associated with Reader Audiences.\\ \\ {{:pergamonmu:quickstart:quickstart-config-reader-audience.png?direct&100|Reader Audience}}\\ \\ | ||
| - | - The list displayed contains all of the Item Audiences that we saw earlier. Check all Item Audiences to **ON** that are suitable for issue to this Reader Audience. As we are editing the [**No Restrictions**] lookup item, it is probably appropriate to check every line to **ON**. | + | - The list displayed contains all of the Item Audiences that we saw earlier. Check all Item Audiences to **ON** that are suitable for issue to this Reader Audience. As we are editing the [**No Restrictions**] lookup item, it is probably appropriate to check every line to **ON**.\\ \\ |
| - | - If you make any changes, save them by clicking the [**Update**] button. | + | - If you make any changes, save them by clicking the [**Update**] button.\\ \\ |
| - | - Logically, the [**Restrict All**] lookup item will have all Item Audiences unchecked (**OFF**). This is a lookup item which might be assigned to a reader to temporarily prevent that reader from browsing any items from the library. | + | - Logically, the [**Restrict All**] lookup item will have all Item Audiences unchecked (**OFF**). This is a lookup item which might be assigned to a reader to temporarily prevent that reader from browsing any items from the library.\\ \\ |
| - Over time, you will probably wish to create additional Reader Audience lookup items to reflect different groups in your school, each with different borrowing permissions, often based upon age. | - Over time, you will probably wish to create additional Reader Audience lookup items to reflect different groups in your school, each with different borrowing permissions, often based upon age. | ||
| + | |||
| + | ==== Closure Days ==== | ||
| + | |||
| + | - Scroll to the [**Closure Days**] group and expand it. Select the only standard entry, named [**Weekend Closures**]. There is nothing to change on the standard page, so click the [**Advanced Edit**] button to view the specific values for Closure Days.\\ \\ {{:pergamonmu:quickstart:quickstart-config-closure-days.png?direct&100|Closure Days}}\\ \\ | ||
| + | - These details are a description for how Pergamon should calculate days upon which the library is closed. This default is a description of weekend closure days. If your installation license is associated with a Workstation limit, you are able to select individual Workstations from the list, but most commonly you will leave [**All Workstations**] selected. | ||
| + | - The [**Start Date**] value is the first day **closed** in the closure days sequence that you are describing. For a weekend closure therefore, the date in this case will be the Saturday. | ||
| + | - The [**Duration**] value is the total number of days in this closure sequence. For a weekend closure therefore, the duration is always going to be 2. | ||
| + | - The [**Repeat**] value describes how, if any, this definition repeats itself. By selecting [**Weekly**], we are able to create a definition for all weekend closure, ad infinitum, beginning on the [**Start Date**] used. | ||
| + | - For practice, we will create a non-repeating Bank Holiday from 2017. | ||
| + | - Select the [**Closure Days**] group, the click [**Create**] in the [**Item**] toolbar icon group. A new lookup item should display in the **Closure Days** group in the left hand list. Select it to display the details.\\ \\ | ||
| + | - Edit the [**Text**] field to read '**August 2017 Bank Holiday**', then click [**Advanced Edit**].\\ \\ {{:pergamonmu:quickstart:quickstart-config-closures-example-a.png?direct&100|August Bank Holiday}}\\ \\ | ||
| + | - Leave [**Workstation**] as '**All**', then enter the standard data as 28th August, 2017. The easiest way to do this is to click the [**?**] button after the field to display the Calendar. Enter 1 as the [**Duration**], and as this is a single one-off holiday definition, leave the [**Repeat**] value as '**No Repetition**'.\\ \\ {{:pergamonmu:quickstart:quickstart-config-closures-example-b.png?direct&100|August Bank Holiday}} \\ \\ | ||
| + | - Click [**Update**] to save the Closure Day definition into the database. | ||
| + | |||
| + | ---- | ||
| + | {{:logo.png?nolink |}}\\ | ||
| + | [[pergamonmu:quickstart:index|Quickstart Guide]]\\ | ||
| + | [[:start|Pergamon Wiki Home]] | ||
pergamonmu/quickstart/settings.1502362019.txt.gz · Last modified: 2017/08/10 10:46 by admin
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