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--- pergamonmystic:linkedhelp:workspace [2021/07/31 09:44]
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+++ pergamonmystic:linkedhelp:workspace [2021/09/23 09:24] (current)
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@@ Line 1: / Line 1: @@
 ====== Mystic Help ======
-==== Workspace ====
+===== Workspace =====
 The Mystic Workspace is the main environment in which the Mystic application is used. It usually consists of a toolbar, sidebar and open area where various type of dialog can be displayed but may vary in nature according to the configuration that the library has chosen to implement, as well as the icon set and colour theme.
-==== Splash ====
+----
+===== Splash =====
 On first accessing the workspace, Staff Users will always be faced with the Mystic Splash - a list of messages and articles which are useful for the staff user to know about, or important information which all staff users need to see (such as update information).
-Once an article has been read, selecting the [Mark As Read] button will prevent the article from displaying on the next login.
+Once an article has been read, selecting the **[Mark As Read]** button will prevent the article from displaying on the next login.
 If there are no current articles to read, the Splash Page will not display.
-To Close the splash page, click the [Close] button in the bottom left hand corner. If there are any unread articles, the Splash page will re-display on the next login but can also be displayed whenever required by selecting [Info]>[Splash Page]>[Display Now].
+To Close the splash page, click the **[Close]** button in the bottom left hand corner. If there are any unread articles, the Splash page will re-display on the next login but can also be displayed whenever required by selecting **[Info]>[Splash Page]>[Display Now]**.
+----
+===== Dialog Only Workspace =====
+The Dialog Only Workspace is the default mode for the Mystic Workspace. You will know that you are in this mode if the top-left corner of the toolbar shows **only** the **[Info]** toolbar icon.
+In this mode, all staff user managers are displayed as floating dialogs (windows) which can be moved around within the browser.
+OPAC features which are selected from the sidebar display in the larger open area.
+----
+===== Webpage Workspace =====
+The Webpage Workspace is a mode utilised if any of the Staff User managers have been placed into full-page mode (this can be done by changing the [[PergamonMystic:linkedhelp:users|user permissions]] for managers such as the Catalogue and Reader Manager).
+You will know if you are in the Webpage Workspace mode as additional toolbar icons will appear in the top-left of the current web page allowing you to navigate between the main workspace and any additional full-page webpages that are loaded (Catalogue, Readers etc.)
-The Mystic application, as with all applications in the Pergamon family uses two different types of authorised accounts, which can sometimes confuse Mystic clients:
+----
-  * Users
+===== Icons and Theme =====
-  * Readers
-Logging in however, is performed using the same authentication form on the splash page of the Mystic application. This authentication form can be [[PergamonMystic:linkedhelp:startingmystic|configured]] to a limited extent.
+Icons and Colour Themes can be selected independently to apply both to the Workspace and across the application. These can be selected from the **[Info]>[Icons]** and **[Info]>[Themes]** menus off the main toolbar.
-===== Users =====
+Note that once selected, they will only become active on the next login.
-In Mystic, a **User** is a member of staff, volunteer, manager etc. whose principle role in this area is as a 'staff' level member of the library and who is able to assist readers in their use of the library environment.
+==== Advised Combinations ====
-As such, Mystic Users (sometimes called Staff Users in documentation to assist in the distinction) are responsible (if authorised to do so) for creating reader accounts, setting authentications, cataloguing, circulating loans etc.
+Icon and Colour Themes are typically created as pairs - For example, there is both a 'Retro' icon pack and colour themes set. There is however, no restriction on combining different icon and colour theme packs.
-**Staff User Accounts** have access to the **staff menu**, which is located in the toolbar at the far-right most toolbar icon.
+If a clear display is required in keeping with modern Windows environments, the 'Looks Like Ten' is a good solution.
+----
-===== Reader =====
+===== Toolbar =====
-In Mystic, a **Reader** is a traditional user of library services (in its verb form, not noun). Readers are able to both borrow and return items from the library, as well as utilise a range of services provided by Mystic such as OPAC (Online Public Access Catalogue) searches and any research facilities which the library has permitted access to via the Mystic interface.
+The toolbar consists of four main groups:
-Most readers do not typically have Staff User permissions (see below), and can only access services provided by the left-hand side-bar.
+  * The **[Info]** toolbar icon which is always present in some form.
+  * The **[Workspace]** group which will only be present of the Workspace is in Webpage mode.
+  * The **[Quick Access]** group towards the right of the toolbar, which contains fast-access icons to the main managerial dialogs (if enabled).
+  * The **[Staff Menu]** group which allows menu access to both the main managerial dialogs as well as additional features.
-Readers are also permitted some level of automated or non-authenticated access to Mystic services via the MysticAIR system (if enabled), which is discussed further in the [[PergamonMystic:linkedhelp:mysticair|MysticAIR]] concept article.
+==== SOS ====
-===== Assistant / Trusted Readers ======
+All toolbars in Mystic contain the 🆘 icon in the top right hand corner (the same icon is present on other dialogs which do not possess a toolbar, in different locations).
-All Staff User accounts can be linked to a single reader account.
+Selecting this icon displays context relevant help for the area displayed.
-This enables two additional features in addition to traditional 'pure' concepts of a Staff User and Reader as separate user types:
-  * A Staff User can have their own Reader account, therefore allowing them to use Library services are a normal Reader (such as borrowing books) and be kept separate from their Staff User duties.
+----
-  * A Reader can be attached to a limited-access Staff User account, allowing trusted Readers to perform assistive duties - this is particularly useful in Community Libraries who may be dependant on volunteers, or in Schools where a trusted Student may assist in library use for a class.
-In both cases, if a Reader to Staff User link has been made, logging in as one type of user will **also** automatically engage the permissions afforded to the other type of user. Users do not need to login separately for the two different types of services.
+===== Side-Bar =====
-===== Secondary Authorisation =====
+The sidebar of the Mystic Workspace contains three possible sets of everyday functions - such as those used by readers, or librarians administering the day-to-day operations of the library.
-If enabled, some features of Mystic may require secondary authentication in addition to the authentication made when first logging in to the application:
+Each option can be configured to show or be hidden in the Mystic configuration settings.
-==== Security Authorisation ====
+The **[Reader Menu]]** allows:
-Security Authorisations are required when additional security has been enabled on a particular feature of Mystic, such as the User Manager or Lookup Manager. In this case, when selecting the function Mystic will ask for the current user's login name and password a second time to ensure that the workstation has not simply been left unattended.
+  * a logged in reader to log out
+  * perform search operations using the OAPC (Online Public Access Catalogue)
+  * borrow and return items
+  * view their own borrowing
+  * view their reservations
+  * view a profile containing all information stored about them (satisfying GDPR requirements)
+  * issue and return items (as an administrative user)
+  * issue and return items at a class level (as an administrative user)
-==== Authorisation Overrides ====
+The **[Other Options]** menu allows:
-If a user attempts to perform an operation and it is refused (e.g. trying to issue an item which breaches current rules, such as too many items), it is sometimes possible to  override the restriction. In this case, Mystic will ask for the username and password of a suitably authorised administrative users to allow the operation to proceed.
+  * access to the Advanced Search features
+  * display of lists and projects which the library may have established
+  * see the full index, including author names, keywords, subject areas etc.
+The **[Manager Shortcuts]** menu allows sidebar access to the three main managerial dialogs, which can also be accessed from the **[Quick Access]** toolbar icons as well as the **[Staff Menu]**.
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