RATS 2 Documentation: Difference between revisions
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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. | ||
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. | ||
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. | ||
== Adding Objects == | == Adding Objects == | ||
Revision as of 23:51, 16 November 2010
This page serves as documentation for how to use 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
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
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 bar-code and click Finish. Phone number is optional.
There is also a second option for matching an existing profile to their library card:
- In the navigation menu on the left, click on Add next to User. Alternatively, you could also browse to Users from the navigation menu on the left then click Add new or match existing profile to library card.
- Start typing the persons' name in the box labeled "Search for a profile...".
- 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.
Adding a completely new user requires an extra step and the actual presence of the user (their password is required):
- In the navigation menu on the left, click on Add next to User. Alternatively, you could also browse to Users from the navigation menu on the left then click Add new or match existing profile to library card.
- 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.