RATS 2 Documentation - Revision history

Hha13: adding info about new features

2011-03-30T04:01:14Z

adding info about new features

← Older revision		Revision as of 04:01, 30 March 2011
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	* On the next screen, enter their library card bar-code and optionally their phone number. Click Finish.		* On the next screen, enter their library card bar-code and optionally their phone number. Click Finish.

	== Adding ~~Objects~~ ==		== Adding Items ==

	=== Information You Need ===		=== Information You Need ===
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	* After you have scanned all items and a single library card, click '''Check Out'''.		* After you have scanned all items and a single library card, click '''Check Out'''.
	* If the Check Out button is grey-ed out, it means that some items are still on loan and cannot be checked in. Click the red X next to their name to remove them from the list, and the Check Out button will become active. See above for how to check items in.		* If the Check Out button is grey-ed out, it means that some items are still on loan and cannot be checked in. Click the red X next to their name to remove them from the list, and the Check Out button will become active. See above for how to check items in.

			== Editing or Deleting Items ==
			The process for editing or deleting an item is quite simple. Find an item you want to edit/delete (such as an object, a category, etc.) and browse to its detail page. Then simply click the edit/delete link on the right-hand side of the page. Note that deleting an item does not remove it from the database, instead it just marks it as deleted. You can always un-delete an item (this is also easy - the delete button you used to mark it as delete it will change to 'un-delete' once deleted. Just click it!). You can also filter your searches when browsing items by including all items (default is only non-deleted items). Also note that it is impossible to check a deleted item out.

Hha13: /* Adding Objects */

2010-11-17T01:54:26Z

Adding Objects

@@ Line 33: / Line 33: @@
 === Information You Need ===
 === Step-by-step ===
 == Checking Items In and Out ==

Hha13: /* Checking Items In and Out */

2010-11-17T00:57:41Z

Checking Items In and Out

← Older revision		Revision as of 00:57, 17 November 2010
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	== Checking Items In and Out ==		== Checking Items In and Out ==
			To access the Kiosk for checking items in our out, click on '''Home''' in the menu on the left. To check items in:

			* Select the textbox with the text "Enter barcodes here" by clicking inside it.
			* Use a barcode scanner to scan the items you want to check in, one at a time.
			* After you have scanned them all, click '''Check In'''.
			* If the Check In button is grey-ed out, it means that some items have never been checked out. Click the red X next to their name to remove them from the list, and the Check In button will become active. See below for how to check items out.

			To check items out:

			* Select the textbox with the text "Enter barcodes here" by clicking inside it.
			* Use a barcode scanner to scan the items you want to check out, one at a time.
			* Scan the library card of an existing user whose library card is matched to their profile in the same way. See above for how to match a library card or add a new user.
			* After you have scanned all items and a single library card, click '''Check Out'''.
			* If the Check Out button is grey-ed out, it means that some items are still on loan and cannot be checked in. Click the red X next to their name to remove them from the list, and the Check Out button will become active. See above for how to check items in.

Hha13: /* Adding a User or Matching a Profile to a Library Card */

2010-11-16T23:51:18Z

Adding a User or Matching a Profile to a Library Card

← Older revision		Revision as of 23:51, 16 November 2010
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	* You will see the message: "No library card matched to this user. Match now." Click on '''Match Now'''.		* You will see the message: "No library card matched to this user. Match now." Click on '''Match Now'''.
	* Enter the person's library card bar-code and click Finish. Phone number is optional.		* Enter the person's library card bar-code and click Finish. Phone number is optional.
	* '''Note:''' Our bar-code scanners automatically add an enter after the 11 digits. This can mean that you will submit a form before you actually wish to! This will be fixed, but in the meanwhile the trick is to add bar-codes to forms last.

	There is also a second option for matching an existing profile to their library card:		There is also a second option for matching an existing profile to their library card:
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	* Select the profile you wish to match from the list that pops up. If no profiles are found, you must add the new user (see below). Click Continue once selected.		* Select the profile you wish to match from the list that pops up. If no profiles are found, you must add the new user (see below). Click Continue once selected.
	* On the next screen, enter their library card bar-code and optionally their phone number. Click Finish.		* On the next screen, enter their library card bar-code and optionally their phone number. Click Finish.
	* '''Note:''' Our bar-code scanners automatically add an enter after the 11 digits. This can mean that you will submit a form before you actually wish to! This will be fixed, but in the meanwhile the trick is to add bar-codes to forms last.

	Adding a completely new user requires an extra step and the actual presence of the user (their password is required):		Adding a completely new user requires an extra step and the actual presence of the user (their password is required):
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	* Ask the new user to enter their Research user name and password in the required fields, then click Add & Continue.		* Ask the new user to enter their Research user name and password in the required fields, then click Add & Continue.
	* On the next screen, enter their library card bar-code and optionally their phone number. Click Finish.		* On the next screen, enter their library card bar-code and optionally their phone number. Click Finish.
	* '''Note:''' Our bar-code scanners automatically add an enter after the 11 digits. This can mean that you will submit a form before you actually wish to! This will be fixed, but in the meanwhile the trick is to add bar-codes to forms last.

	== Adding Objects ==		== Adding Objects ==

Hha13: /* Viewing, Filtering and Searching for Items */

2010-11-16T23:48:44Z

Viewing, Filtering and Searching for Items

← Older revision		Revision as of 23:48, 16 November 2010
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	== Viewing, Filtering and Searching for Items ==		== Viewing, Filtering and Searching for Items ==
			Click on an item in the menu on the left, such as '''Objects''', '''Purchases''', '''Categories''', etc.. These links will bring you to a page where you can view a list of all the Objects, Purchases, etc., and where you can filter or search for more specific ones.

			* To view an item's details, simply click on its name.
			* To search for a particular item, enter your search term in the search bar (top right) and click Enter.
			* To filter the items by a particular property, click on the property you want to filter by on the right. If you don't see the property you want to filter by, click '''Show All''' and a list of all existing properties will be displayed.

	== Adding a User or Matching a Profile to a Library Card ==		== Adding a User or Matching a Profile to a Library Card ==

Hha13: /* Adding a User or Matching a Profile to a Library Card */

2010-10-29T01:51:23Z

Adding a User or Matching a Profile to a Library Card

@@ Line 11: / Line 11: @@
 * Click on their name. You will be brought to the Profile Details screen.
 * You will see the message: "No library card matched to this user. Match now." Click on '''Match Now'''.
-* Enter the person's library card and click Finish. Phone number is optional.
+* Enter the person's library card bar-code and click Finish. Phone number is optional.
 * '''Note:''' Our bar-code scanners automatically add an enter after the 11 digits. This can mean that you will submit a form before you actually wish to! This will be fixed, but in the meanwhile the trick is to add bar-codes to forms last.

Hha13: /* Adding a User or Matching a Profile to a Library Card */

2010-10-29T01:41:53Z

Adding a User or Matching a Profile to a Library Card

← Older revision		Revision as of 01:41, 29 October 2010
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	* You will see the message: "No library card matched to this user. Match now." Click on '''Match Now'''.		* You will see the message: "No library card matched to this user. Match now." Click on '''Match Now'''.
	* Enter the person's library card and click Finish. Phone number is optional.		* Enter the person's library card and click Finish. Phone number is optional.
			* '''Note:''' Our bar-code scanners automatically add an enter after the 11 digits. This can mean that you will submit a form before you actually wish to! This will be fixed, but in the meanwhile the trick is to add bar-codes to forms last.

	== Adding Objects ==		== Adding Objects ==

Hha13: /* Adding a User or Matching a Profile to a Library Card */

2010-10-29T01:39:48Z

Adding a User or Matching a Profile to a Library Card

← Older revision		Revision as of 01:39, 29 October 2010
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	== Adding a User or Matching a Profile to a Library Card ==		== Adding a User or Matching a Profile to a Library Card ==
	Click on '''User''' in the menu on the left. Here you will see a list of everyone who has previously logged in to RATS 2, meaning that their RATS 2 profile has been created. If you see a library card number underneath their name, this means that their profile has already been matched to a library card.		Click on '''User''' in the menu on the left. Here you will see a list of everyone who has previously logged in to RATS 2, meaning that their RATS 2 profile has been created. If you see a library card number underneath their name, this means that their profile has already been matched to a library card. If you only see their name, follow these instructions for matching their profile to a library card:

			* Click on their name. You will be brought to the Profile Details screen.
			* You will see the message: "No library card matched to this user. Match now." Click on '''Match Now'''.
			* Enter the person's library card and click Finish. Phone number is optional.

	== Adding Objects ==		== Adding Objects ==

Hha13: Created page with 'This page serves as documentation for how to use [http://rats.iat.sfu.ca RATS 2]. As bugs are fixed and new features are added, this page will be updated. == Basics == To use R…'

2010-10-27T00:29:21Z

Created page with 'This page serves as documentation for how to use [http://rats.iat.sfu.ca RATS 2]. As bugs are fixed and new features are added, this page will be updated. == Basics == To use R…'

New page

This page serves as documentation for how to use [http://rats.iat.sfu.ca RATS 2]. As bugs are fixed and new features are added, this page will be updated.

== Basics ==
To use RATS 2, you need to log in with your Research account and password, and to have administrator privileges you must be part of the Research administration LDAP group. When you first log in to RATS 2, your RATS 2 profile is automatically created and paired with your Research account. Your RATS 2 profile will however be missing important data such as your SFU library card barcode. See below for how to match your profile with your library card.

== Viewing, Filtering and Searching for Items ==

== Adding a User or Matching a Profile to a Library Card ==
Click on '''User''' in the menu on the left. Here you will see a list of everyone who has previously logged in to RATS 2, meaning that their RATS 2 profile has been created. If you see a library card number underneath their name, this means that their profile has already been matched to a library card.

== Adding Objects ==

=== Information You Need ===

=== Step-by-step ===

== Checking Items In and Out ==