docs/root.txt

   1 Evergreen Documentation
   2 =======================
   3 Documentation Interest Group
   4 :doctype: book
   5 :toc:
   6 :numbered:
   7
   8 Introduction
   9 ============
  10
  11 About This Documentation
  12 ------------------------
  13
  14 This guide was produced by the Evergreen Documentation Interest Group (DIG),
  15 consisting of numerous volunteers from many different organizations. The DIG
  16 has drawn together, edited, and supplemented pre-existing documentation
  17 contributed by libraries and consortia running Evergreen that were kind enough
  18 to release their documentation into the creative commons. Please see the
  19 <<attributions,Attributions>> section for a full list of authors and
  20 contributing organizations. Just like the software it describes, this guide is
  21 a work in progress, continually revised to meet the needs of its users, so if
  22 you find errors or omissions, please let us know, by contacting the DIG
  23 facilitators at docs@evergreen-ils.org.
  24
  25 This guide to Evergreen is intended to meet the needs of front-line library
  26 staff, catalogers, library administrators, system administrators, and software
  27 developers. It is organized into Parts, Chapters, and Sections addressing key
  28 aspects of the software, beginning with the topics of broadest interest to the
  29 largest groups of users and progressing to some of the more specialized and
  30 technical topics of interest to smaller numbers of users.
  31
  32 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
  33
  34 About Evergreen
  35 ---------------
  36
  37 Evergreen is an open source library automation software designed to meet the
  38 needs of the very smallest to the very largest libraries and consortia. Through
  39 its staff interface, it facilitates the management, cataloging, and circulation
  40 of library materials, and through its online public access interface it helps
  41 patrons find those materials.
  42
  43 The Evergreen software is freely licensed under the GNU General Public License,
  44 meaning that it is free to download, use, view, modify, and share. It has an
  45 active development and user community, as well as several companies offering
  46 migration, support, hosting, and development services.
  47
  48 The community’s development requirements state that Evergreen must be:
  49
  50 * Stable, even under extreme load.
  51 * Robust, and capable of handling a high volume of transactions and simultaneous users.
  52 * Flexible, to accommodate the varied needs of libraries.
  53 * Secure, to protect our patrons’ privacy and data.
  54 * User-friendly, to facilitate patron and staff use of the system.
  55
  56 Evergreen, which first launched in 2006 now powers over 544 libraries of every
  57 type – public, academic, special, school, and even tribal and home libraries –
  58 in over a dozen countries worldwide.
  59
  60
  61 include::RELEASE_NOTES_2_9.txt[]
  62
  63
  64 Software Installation
  65 =====================
  66
  67
  68 Introduction
  69 ------------
  70
  71 This part will guide you through the installation steps installation or
  72 upgrading your Evergreen system. It is intended for system administrators.
  73
  74
  75 include::installation/system_requirements.txt[]
  76
  77 // Push titles down one level.
  78 :leveloffset: 1
  79
  80 include::installation/server_installation.txt[]
  81
  82 // Return to normal title levels.
  83 :leveloffset: 0
  84
  85 include::installation/staff_client_installation.txt[]
  86
  87 include::installation/server_upgrade.txt[]
  88
  89 include::installation/edi_setup.txt[]
  90
  91
  92 System Configuration and Customization
  93 ======================================
  94
  95 Introduction
  96 ------------
  97
  98 The Evergreen system allows a free range of customizations to every aspect of
  99 the system. Use this part of the documentation to become familiar with the tools
 100 for configuring the system as well as customizing the catalog and staff client.
 101
 102 // Push titles down one level.
 103 :leveloffset: 1
 104
 105 include::admin_initial_setup/describing_your_organization.txt[]
 106
 107 include::admin_initial_setup/describing_your_people.txt[]
 108
 109 include::admin_initial_setup/migrating_patron_data.txt[]
 110
 111 include::admin_initial_setup/migrating_your_data.txt[]
 112
 113 include::admin_initial_setup/importing_via_staff_client.txt[]
 114
 115 include::admin_initial_setup/ordering_materials.txt[]
 116
 117 include::admin_initial_setup/designing_your_catalog.txt[]
 118
 119 include::admin_initial_setup/borrowing_items.txt[]
 120
 121 // Return to normal title levels.
 122 :leveloffset: 0
 123
 124 include::admin_initial_setup/hard_due_dates.txt[]
 125
 126
 127
 128 include::admin/template_toolkit.txt[]
 129
 130 // Push titles down one level.
 131 :leveloffset: 1
 132
 133 include::opac/new_skin_customizations.txt[]
 134
 135 // Return to normal title levels.
 136 :leveloffset: 0
 137
 138 include::admin/auto_suggest_search.txt[]
 139
 140 include::admin/authentication_proxy.txt[]
 141
 142 // Push titles down one level.
 143 :leveloffset: 1
 144
 145 include::TechRef/KidsOPAC.txt[]
 146
 147 // Return to normal title levels.
 148 :leveloffset: 0
 149
 150 include::admin/customize_staff_client.txt[]
 151
 152 include::admin/patron_address_by_zip_code.txt[]
 153
 154 // Push titles down one level.
 155 :leveloffset: 1
 156
 157 include::admin/phonelist.txt[]
 158
 159 // Return to normal title levels.
 160 :leveloffset: 0
 161
 162 include::admin/sip_server.txt[]
 163
 164 include::admin/apache_rewrite_tricks.txt[]
 165
 166 include::admin/apache_access_handler.txt[]
 167
 168
 169 Using the Staff Client
 170 ======================
 171
 172
 173 Introduction
 174 ------------
 175
 176 This part of the documentation deals with general Staff Client usage including
 177 logging in, navigation and shortcuts.
 178
 179
 180 include::admin/staff_client-login.txt[]
 181
 182 include::admin/staff_client-button_bar_toolbar.txt[]
 183
 184 include::admin/staff_client-sticky_settings.txt[]
 185
 186 include::admin/staff_client-tab_buttons.txt[]
 187
 188 include::admin/staff_client-double_clicking.txt[]
 189
 190 include::admin/staff_client-patron_border.txt[]
 191
 192 include::admin/staff_client-sorting_columns.txt[]
 193
 194 include::admin/staff_client-column_picker.txt[]
 195
 196 include::admin/staff_client-recent_searches.txt[]
 197
 198 include::admin/staff_client-return_to_results_from_marc.txt[]
 199
 200 include::admin/workstation_admin.txt[]
 201
 202 // Push titles down one level.
 203 :leveloffset: 1
 204
 205 include::admin/workstation_admin_receipt_template_editor.txt[]
 206
 207 // Return to normal title levels.
 208 :leveloffset: 0
 209
 210 include::admin/workstation_admin_customizable_toolbar.txt[]
 211
 212 System Administration From the Staff Client
 213 ===========================================
 214
 215 Introduction
 216 ------------
 217
 218 This part deals with the options in the Server Administration menu found in the
 219 staff client.
 220
 221 // Follow structure from staff client system admin menu.
 222
 223 include::admin/acquisitions_admin.txt[]
 224
 225 include::admin/age_hold_protection.txt[]
 226
 227 include::admin/authorities.txt[]
 228
 229 include::admin/Best_Hold_Selection_Sort_Order.txt[]
 230
 231 include::admin/booking-admin.txt[]
 232
 233 include::admin/cn_prefixes_and_suffixes.txt[]
 234
 235 include::admin/circulation_limit_groups.txt[]
 236
 237 include::admin/copy_statuses.txt[]
 238
 239 // Push titles down one level.
 240 :leveloffset: 1
 241
 242 include::admin/floating_groups.txt[]
 243
 244 // Return to normal title levels.
 245 :leveloffset: 0
 246
 247 include::admin/MARC_Import_Remove_Fields.txt[]
 248
 249 include::admin/MARC_RAD_MVF_CRA.txt[]
 250
 251 include::admin/Org_Unit_Proximity_Adjustments.txt[]
 252
 253 include::admin/permissions.txt[]
 254
 255 include::admin/SMS_messaging.txt[]
 256
 257 include::admin/user_activity_type.txt[]
 258
 259 include::admin/restrict_Z39.50_sources_by_perm_group.txt[]
 260
 261
 262 Local Administration
 263 ====================
 264
 265 Introduction
 266 ------------
 267
 268 This part covers the options in the Local Administration menu found in the staff
 269 client.
 270
 271 // Follow structure from staff client local admin menu.
 272
 273 include::admin/librarysettings.adoc[]
 274
 275 //    Address Alert Feature
 276 include::admin/lsa-address_alert.txt[]
 277
 278 // Push titles down one level.
 279 :leveloffset: 1
 280
 281 //    Barcode Completion Feature
 282 include::admin/lsa-barcode_completion.txt[]
 283
 284 include::admin/hold_driven_recalls.txt[]
 285
 286 // Return to normal title levels.
 287 :leveloffset: 0
 288
 289 include::admin/actiontriggers.txt[]
 290
 291 include::admin/recent_staff_searches.txt[]
 292
 293 include::admin/lsa-standing_penalties.txt[]
 294
 295 include::admin/lsa-statcat.txt[]
 296
 297 include::admin/lsa-work_log.txt[]
 298
 299 Acquisitions
 300 ===========
 301
 302 include::acquisitions/introduction.txt[]
 303
 304 include::acquisitions/selection_lists_po.txt[]
 305
 306 include::acquisitions/invoices.txt[]
 307
 308 include::acquisitions/receive_items_from_invoice.txt[]
 309
 310 include::acquisitions/vandelay_acquisitions_integration.txt[]
 311
 312
 313 Cataloging
 314 ==========
 315
 316 Introduction
 317 ------------
 318
 319 Cataloguers should use this part for understanding the cataloguing procedures
 320 used in Evergreen.
 321
 322 include::cataloging/MARC_Fixed_Field.txt[]
 323
 324 include::cataloging/physical_char_wizard.txt[]
 325
 326 include::cataloging/batch_importing_MARC.txt[]
 327
 328 include::cataloging/overlay_record_3950_import.txt[]
 329
 330 include::cataloging/z39.50_search_enhancements.txt[]
 331
 332 include::cataloging/monograph_parts.txt[]
 333
 334 include::cataloging/conjoined_items.txt[]
 335
 336 include::cataloging/cataloging_electronic_resources.txt[]
 337
 338 include::cataloging/tpac_copy_edit_links.txt[]
 339
 340 include::cataloging/MARC_batch_edit.txt[]
 341
 342 include::cataloging/authorities.txt[]
 343
 344 include::cataloging/link_checker.txt[]
 345
 346
 347 Serials
 348 =======
 349
 350 include::serials/A-intro.txt[]
 351
 352 include::serials/B-copy_template.txt[]
 353
 354 include::serials/C-subscription-SCV.txt[]
 355
 356 include::serials/D-subscription-ASCV.txt[]
 357
 358 include::serials/E-edit_subscriptions.txt[]
 359
 360 include::serials/F-Receiving.txt[]
 361
 362 include::serials/G-Special_issue.txt[]
 363
 364 include::serials/H-holdings_statements.txt[]
 365
 366 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.txt[]
 367
 368 Circulation
 369 ===========
 370
 371 Introduction
 372 ------------
 373
 374 Use this section for understanding the circulation procedures in the Evergreen
 375 system.
 376
 377 include::circulation/circulating_items.txt[]
 378
 379 include::circulation/holds.txt[]
 380
 381 include::circulation/booking.txt[]
 382
 383 include::circulation/circulation_patron_records.txt[]
 384
 385 include::circulation/triggered_events.txt[]
 386
 387 // Push titles down one level.
 388 :leveloffset: 1
 389
 390 include::circulation/offline_mode.txt[]
 391
 392 include::circulation/self_check.txt[]
 393
 394 include::circulation/rfid_product_integration.txt[]
 395
 396 // Return to normal title levels.
 397 :leveloffset: 0
 398
 399 Reports
 400 =======
 401
 402 Introduction
 403 ------------
 404
 405 Learn how to create and use reports in Evergreen.
 406
 407 include::reports/reporter_daemon.txt[]
 408
 409 include::reports/reporter_folder.txt[]
 410
 411 include::reports/reporter_create_templates.txt[]
 412
 413 include::reports/reporter_generating_reports.txt[]
 414
 415 include::reports/reporter_view_output.txt[]
 416
 417 include::reports/reporter_cloning_shared_templates.txt[]
 418
 419 include::reports/reporter_add_data_source.txt[]
 420
 421 include::reports/reporter_running_recurring_reports.txt[]
 422
 423 include::reports/reporter_template_terminology.txt[]
 424
 425 include::reports/reporter_template_enhancements.txt[]
 426
 427 include::reports/reporter_export_usingpgAdmin.txt[]
 428
 429 Web Client Preview
 430 ==================
 431
 432 Introduction
 433 ------------
 434
 435 The Evergreen Web Staff Client is in the early stages of development and is
 436 being provided as a "preview" version beginning in Evergreen version 2.7.  If
 437 you are an early adopter, thank you!  Please keep in mind:
 438
 439   . *We want your feedback!* Please report any errors, bugs, strange behavior,
 440 etc. using https://bugs.launchpad.net/evergreen/[Launchpad]. And please send
 441 requested features or design improvements to the
 442 mailto:open-ils-dev@list.georgialibraries.org[Evergreen Developers email list].
 443
 444   . *It is changing rapidly.* Features are being added in "sprints" grouped by
 445 workflow. Read the
 446 http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_sprints[development
 447 wiki page] and watch the
 448 http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general[general
 449 email list] for updates. (However, these changes will only appear on your client
 450 when your version of Evergreen is upgraded. Ask your server administrator for
 451 details.)
 452
 453   . *The design may change significantly.* Initially, it will follow the design
 454 of the current XUL-based staff client. But the browser framework provides more
 455 flexibility for design choices. Also, Evergreen hired an
 456 http://lima-julia.tumblr.com/EG-style-guide[intern] from December 2014 through
 457 March 2015 to create a
 458 http://evergreen-ils.org/documentation/previews/proposed_style_guide.html[User
 459 Interface Style Guide]. Watch http://evergreen-ils.org/communicate/irc/[IRC] and the
 460 http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general[general
 461 email list] to follow the progress.
 462
 463 The following rationale was published in the Release Notes for Evergreen 2.7:
 464 ====
 465 The 2.7 release will contain a preview of web client circulation features.
 466 Circulation is the first step in moving all staff functions from the existing
 467 XULRunner-based client to a web application that will be based on AngularJS.
 468
 469 Evergreen is moving away from the existing client because XULRunner no longer
 470 supports features critical to the Evergreen software, including remote XUL,
 471 multi-part streaming, and XML JavaScript. The new web client is expected to show
 472 some speed improvements, to provide comprehensive support for
 473 internationalization/localization, to provide good support for assistive
 474 technologies, to be easier to customize locally, and to be more mobile friendly.
 475
 476 The intent of the preview is to make it easier for end users at Evergreen sites
 477 to try the new client, become familiar with its features, and to discover/report
 478 bugs that are found. Instructions to implement the web client can be found in
 479 the code in Open-ILS/web/js/ui/default/staff/README.install. These will be
 480 revised and moved to the full README for 2.7.1.
 481 ====
 482
 483 Evergreen 2.9 includes the following improvements to the web client preview:
 484 ====
 485 The web staff client now includes additional functionality to support
 486 cataloging and item maintenance, including:
 487
 488 - a new MARC editor
 489 - the service backing the authority headings chooser now has the ability
 490   to filter the browse by subject thesaurus
 491 - Z39.50 search and record import
 492 - improvements to copy and record bucket functionality
 493 - embedding the link checker interface
 494 - embedding the MARC batch import/export interface
 495 - the web staff volume/copy editor
 496
 497 Nearly all of the cataloging functionality available in the XUL staff client is
 498 now present in the web staff client with the exception of printing spine
 499 labels. Nonetheless, the web staff client remains a preview and is not
 500 recommended for production use.
 501 ====
 502
 503
 504 Using the Web Client
 505 --------------------
 506
 507 Introduction
 508 ~~~~~~~~~~~~
 509 This part of the documentation deals with general client usage including
 510 logging in, navigation and shortcuts.
 511
 512 // Push titles down one level.
 513 :leveloffset: 1
 514
 515 include::admin/web_client-login.txt[]
 516
 517 include::admin/web_client-browser-tab-shortcuts.txt[]
 518
 519 // Return to normal title levels.
 520 :leveloffset: 0
 521
 522 Circulation
 523 -----------
 524 Use this section for understanding the circulation procedures in the Evergreen system.
 525
 526 include::circulation/circulation_patron_records_web_client.txt[]
 527
 528 Cataloging
 529 ----------
 530 Cataloguers should use this part for understanding the cataloguing procedures used in Evergreen.
 531
 532 // Push titles down one level.
 533 :leveloffset: 1
 534
 535 include::cataloging/copy-buckets_web_client.txt[]
 536
 537 // Return to normal title levels.
 538 :leveloffset: 0
 539
 540
 541
 542 Using the Public Access Catalog
 543 ===============================
 544
 545 Introduction
 546 ------------
 547
 548 Evergreen has a public OPAC that meets WCAG guidelines (http://www.w3.org/WAI/intro/wcag), which helps make the OPAC accessible to users with a range of disabilities. This part of the documentation explains how to use the Evergreen public OPAC. It covers the basic catalog and more advanced search topics. It also describes the ``My Account'' tools users have to find information and manage their personal library accounts through the OPAC. This section could be used by staff and patrons but would be more useful for staff as a generic reference when developing custom guides and tutorials for their users.
 549
 550 include::opac/using_the_public_access_catalog.txt[]
 551
 552 include::opac/my_lists.txt[]
 553
 554 include::opac/kids_opac.txt[]
 555
 556 include::opac/catalog_browse.txt[]
 557
 558 include::opac/advanced_features.txt[]
 559
 560 include::opac/tpac_meta_record_holds.txt[]
 561
 562 include::opac/linked_libraries.txt[]
 563
 564 include::opac/opensearch.txt[]
 565
 566 // Push titles down one level.
 567 :leveloffset: 1
 568
 569 include::opac/search_form.txt[]
 570
 571 // Return to normal title levels.
 572 :leveloffset: 0
 573
 574
 575 Developer Resources
 576 ===================
 577
 578 Introduction
 579 ------------
 580
 581 Developers can use this part to learn more about the programming languages,
 582 communication protocols and standards used in Evergreen.
 583
 584 include::development/support_scripts.txt[]
 585
 586 // Push titles down one level.
 587 :leveloffset: 1
 588
 589 include::development/pgtap.txt[]
 590 include::development/intro_opensrf.txt[]
 591 include::development/updating_translations_launchpad.txt[]
 592
 593 // Return to normal title levels.
 594 :leveloffset: 0
 595
 596 include::attributions.txt[]
 597
 598 include::licensing.txt[]
 599
 600 [appendix]
 601 Admonitions
 602 ===========
 603
 604 * Note
 605
 606 image::media/note.png[]
 607
 608 * warning
 609
 610 image::media/warning.png[]
 611
 612 * caution
 613
 614 image::media/caution.png[]
 615
 616 * tip
 617
 618 image::media/tip.png[]
 619
 620 [index]
 621 Index
 622 =====
 623