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update analytics section

This breaks analytics in to 3 sections for
providing instructions for multiple ways of handling analytics
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1 parent 5d23930 commit 01486dda140d53f14ab0cea66155b97caa9b574a @nengard nengard committed May 21, 2013
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285 en/manual.xml
@@ -27509,132 +27509,173 @@ location: [STAFF, ISO]</programlisting>Will block items with an itype code of
created for the title, it is not physically separated from the host
item.  Learn more about Analytics in Chapter 13 of AACR2.</para>
- <para>If you would like to catalog analytic records in Koha you first
- need to update the <link linkend="EasyAnalyticalRecords">EasyAnalyticalRecords</link>
- preference to 'Display.'</para>
-
- <para>After cataloging your analytic record (see <link linkend="addbibrec">Adding Records</link> for more on creating
- records) click 'Edit' from the normal view and choose to 'Link to Host
- Item'</para>
-
- <screenshot>
- <screeninfo>Link to Host Item</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/analyticslink.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <para>This will prompt you to enter the barcode for the item this
- record should be linked to.</para>
-
- <screenshot>
- <screeninfo>Barcode for Analytic Linking</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/analyticsbarcode.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <para>After entering the item's barcode and clicking 'Select' you will
- receive a confirmation message.</para>
-
- <screenshot>
- <screeninfo>Analytic Link Success</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/analyticlinksuccess.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <para>The record will now have the 773 field filled in properly to
- complete the link.</para>
-
- <screenshot>
- <screeninfo>773</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/analytics773.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <para>If you have linked an analytic record incorrectly you can remove
- that link by editing the item on the analytic record (not the host
- record). To do this, go to the analytic record and click the 'Edit'
- button and choose to 'Edit items'. To the left of each item you will
- see two options.</para>
-
- <screenshot>
- <screeninfo>Edit Analytic Item Record</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/analyticdelink.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <itemizedlist>
- <listitem>
- <para>Clicking 'Edit in Host' will allow you to edit the item on
- the host record.</para>
- </listitem>
-
- <listitem>
- <para>Clicking 'Delink' will remove the 773 field and the link
- between the analytic and the host.</para>
- </listitem>
- </itemizedlist>
-
- <para>To view all of the items tied to the host record, do a search
- for the record, click the Analytics tab on the left and the analytics
- tied to each barcode will be shown under the "Used in" column.</para>
-
- <screenshot>
- <screeninfo>Analytics Tab</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/analyticstab.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <tip>
- <para>It is also possible to create analytic records from this
- screen by clicking on "Create Analytics"</para>
- </tip>
-
- <para>You can also see the analytics attached to this record by
- clicking the 'Show Analytic' link towards the top of the record in the
- normal view.</para>
-
- <screenshot>
- <screeninfo>Show Analytics on Bib Record</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/cataloging/anayticbib.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>When looking at the anaytic record you will also see a link to the host item under the
- 'Host records' column in the holdings table when viewing the 'Analtyics' tab.<screenshot>
- <screeninfo>Host Record</screeninfo>
+ <para>If you would like to catalog analytic records there are two options. One is to use the
+ <link linkend="catalogeasyanalytics">Easy Analytics</link> funtion; the other is the
+ <link linkend="catalogenhanceanalytics">Analytics Enhanced Workflow</link>.</para>
+ <section id="catalogeasyanalytics">
+ <title>Easy Analytics</title>
+ <para>The Easy Analytics feature makes linking analytic records together easier. The
+ first thing you need to do is set the <link linkend="EasyAnalyticalRecords"
+ >EasyAnalyticalRecords</link> preference to 'Display' and the <link
+ linkend="UseControlNumber">UseControlNumber</link> preference to 'Don't use.' </para>
+ <para>After cataloging your analytic record (see <link linkend="addbibrec">Adding
+ Records</link> for more on creating records) click 'Edit' from the normal view and
+ choose to 'Link to Host Item'</para>
+ <screenshot>
+ <screeninfo>Link to Host Item</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/cataloging/hostrecords.png"/>
+ <imagedata fileref="images/cataloging/analyticslink.png"/>
</imageobject>
</mediaobject>
- </screenshot></para>
+ </screenshot>
+ <para>This will prompt you to enter the barcode for the item this record should be linked
+ to.</para>
+ <screenshot>
+ <screeninfo>Barcode for Analytic Linking</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analyticsbarcode.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>After entering the item's barcode and clicking 'Select' you will receive a
+ confirmation message.</para>
+ <screenshot>
+ <screeninfo>Analytic Link Success</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analyticlinksuccess.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>The record will now have the 773 field filled in properly to complete the
+ link.</para>
+ <screenshot>
+ <screeninfo>773</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analytics773.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>To view all of the items tied to the host record, do a search for the record, click
+ the Analytics tab on the left and the analytics tied to each barcode will be shown under
+ the "Used in" column.</para>
+ <screenshot>
+ <screeninfo>Analytics Tab</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analyticstab.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <tip>
+ <para>It is also possible to create analytic records from this screen by clicking on
+ "Create Analytics"</para>
+ </tip>
+ <para>You can also see the analytics attached to this record by clicking the 'Show
+ Analytic' link towards the top of the record in the normal view.</para>
+ <screenshot>
+ <screeninfo>Show Analytics on Bib Record</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/anayticbib.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>When looking at the anaytic record you will also see a link to the host item under
+ the 'Host records' column in the holdings table when viewing the 'Analtyics' tab.<screenshot>
+ <screeninfo>Host Record</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/hostrecords.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ </section>
+ <section id="catalogenhanceanalytics">
+ <title>Analytics Enhanced Workflow </title>
+ <para>To use the Enhanced Workflow method of adding analyticsm the first thing you need to
+ do is set the <link linkend="EasyAnalyticalRecords">EasyAnalyticalRecords</link>
+ preference to 'Don't display' and the <link linkend="UseControlNumber"
+ >UseControlNumber</link> preference to 'Use.' </para>
+ <para>After cataloging your original record (see <link linkend="addbibrec">Adding
+ Records</link> for more on creating records) click 'New' from the normal view and
+ choose to 'New child record.'<screenshot>
+ <screeninfo>New child record</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analyticschildlink.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>This will open a new blank record for cataloging. The blank record will only have
+ the 773 field filled in properly to complete the link once the record is saved.</para>
+ <screenshot>
+ <screeninfo>773</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analytics773child.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>To view all of the items tied to the host record, do a search for the record, click
+ the Analytics tab on the left and the analytics tied to each barcode will be shown under
+ the "Used in" column.</para>
+ <screenshot>
+ <screeninfo>Analytics Tab</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analyticstab.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>You can also see the analytics attached to this record by clicking the 'Show
+ Analytic' link towards the top of the record in the normal view.</para>
+ <screenshot>
+ <screeninfo>Show Analytics on Bib Record</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/anayticbib.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>When looking at the anaytic record you will also see a link to the host item under
+ the 'Host records' column in the holdings table when viewing the 'Analtyics' tab.<screenshot>
+ <screeninfo>Host Record</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/hostrecords.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ </section>
+ <section id="analyticediting">
+ <title>Editing Analytics</title>
+ <para>If you have linked an analytic record incorrectly you can remove that link by
+ editing the item on the analytic record (not the host record). To do this, go to the
+ analytic record and click the 'Edit' button and choose to 'Edit items'. To the left of
+ each item you will see two options.</para>
+ <screenshot>
+ <screeninfo>Edit Analytic Item Record</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/cataloging/analyticdelink.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <itemizedlist>
+ <listitem>
+ <para>Clicking 'Edit in Host' will allow you to edit the item on the host
+ record.</para>
+ </listitem>
+ <listitem>
+ <para>Clicking 'Delink' will remove the 773 field and the link between the analytic
+ and the host.</para>
+ </listitem>
+ </itemizedlist>
+ </section>
</section>
<section id="editbibrec">

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