docs/root.adoc

   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_3_0.adoc[]
  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.adoc[]
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  88
  89
  90 System Configuration and Customization
  91 ======================================
  92
  93 Introduction
  94 ------------
  95
  96 The Evergreen system allows a free range of customizations to every aspect of
  97 the system. Use this part of the documentation to become familiar with the tools
  98 for configuring the system as well as customizing the catalog and staff client.
  99
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 186
 187
 188 Using the Browser Staff Client
 189 ==============================
 190
 191
 192 Introduction
 193 ------------
 194
 195 This part of the documentation deals with general Browser Client usage including
 196 logging in, navigation and shortcuts.
 197
 198 For information about the XUL client, consult the http://docs.evergreen-ils.org/2.11/[Evergreen 2.11 documentation].
 199
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 218 System Administration From the Staff Client
 219 ===========================================
 220
 221 Introduction
 222 ------------
 223
 224 This part deals with the options in the Server Administration menu found in the
 225 staff client.
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 271
 272 Local Administration
 273 ====================
 274
 275 Introduction
 276 ------------
 277
 278 This part covers the options in the Local Administration menu found in the staff
 279 client.
 280
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 282
 283 include::admin/librarysettings.adoc[]
 284
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 286 include::admin/lsa-address_alert.adoc[]
 287
 288 //    Barcode Completion Feature
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 312
 313 Acquisitions
 314 ===========
 315
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 331
 332
 333 Cataloging
 334 ==========
 335
 336 Introduction
 337 ------------
 338
 339 This part describes cataloging in Evergreen.
 340
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 385
 386 Serials
 387 =======
 388
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 406
 407 Circulation
 408 ===========
 409
 410 Introduction
 411 ------------
 412
 413 Use this section for understanding the circulation procedures in the Evergreen
 414 system.
 415
 416 include::circulation/circulating_items_web_client.adoc[]
 417
 418 Holds Management
 419 ----------------
 420
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 445 Reports
 446 =======
 447
 448 Introduction
 449 ------------
 450
 451 Learn how to create and use reports in Evergreen.
 452
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 474
 475 Using the Public Access Catalog
 476 ===============================
 477
 478 Introduction
 479 ------------
 480
 481 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.
 482
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 507
 508 Developer Resources
 509 ===================
 510
 511 Introduction
 512 ------------
 513
 514 Developers can use this part to learn more about the programming languages,
 515 communication protocols and standards used in Evergreen.
 516
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 529
 530 Getting Data from Evergreen
 531 ===========================
 532
 533 Introduction
 534 ------------
 535
 536 You may be interested in re-using data from your Evergreen installation in
 537 another application.  This part describes several methods to get the data
 538 you need.
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 553
 554 [appendix]
 555 Admonitions
 556 ===========
 557
 558 * Note
 559
 560 image::media/note.png[]
 561
 562 * warning
 563
 564 image::media/warning.png[]
 565
 566 * caution
 567
 568 image::media/caution.png[]
 569
 570 * tip
 571
 572 image::media/tip.png[]
 573
 574 [index]
 575 Index
 576 =====
 577