Docs: bumping release notes for consolidated manual to 3.0
[Evergreen.git] / 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[]
76
77 // Push titles down one level.
78 :leveloffset: 1
79
80 include::installation/server_installation.adoc[]
81
82 // Return to normal title levels.
83 :leveloffset: 0
84
85 include::installation/server_upgrade.adoc[]
86
87 include::installation/edi_setup.adoc[]
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
100 // Push titles down one level.
101 :leveloffset: 1
102
103 include::admin_initial_setup/describing_your_organization.adoc[]
104
105 include::admin_initial_setup/describing_your_people.adoc[]
106
107 include::admin_initial_setup/migrating_patron_data.adoc[]
108
109 include::admin_initial_setup/migrating_your_data.adoc[]
110
111 include::admin_initial_setup/importing_via_staff_client.adoc[]
112
113 include::admin_initial_setup/ordering_materials.adoc[]
114
115 include::admin_initial_setup/designing_your_catalog.adoc[]
116
117 include::admin_initial_setup/borrowing_items.adoc[]
118
119 // Return to normal title levels.
120 :leveloffset: 0
121
122 include::admin_initial_setup/hard_due_dates.adoc[]
123
124
125
126 include::admin/template_toolkit.adoc[]
127
128 // Push titles down one level.
129 :leveloffset: 1
130
131 include::opac/new_skin_customizations.adoc[]
132
133 // Return to normal title levels.
134 :leveloffset: 0
135
136 include::admin/auto_suggest_search.adoc[]
137
138 include::admin/authentication_proxy.adoc[]
139
140 // Push titles down one level.
141 :leveloffset: 1
142
143 include::TechRef/KidsOPAC.adoc[]
144
145 // Return to normal title levels.
146 :leveloffset: 0
147
148 include::admin/customize_staff_client.adoc[]
149
150 include::admin/patron_address_by_zip_code.adoc[]
151
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154
155 include::admin/phonelist.adoc[]
156
157 // Return to normal title levels.
158 :leveloffset: 0
159
160 include::admin/sip_server.adoc[]
161
162 include::admin/apache_rewrite_tricks.adoc[]
163
164 include::admin/apache_access_handler.adoc[]
165
166
167 Using the Browser Staff Client
168 ==============================
169
170
171 Introduction
172 ------------
173
174 This part of the documentation deals with general Browser Client usage including
175 logging in, navigation and shortcuts.
176
177 For information about the XUL client, consult the http://docs.evergreen-ils.org/2.11/[Evergreen 2.11 documentation].
178
179 include::admin/web_client-login.adoc[]
180
181 include::admin/web-client-browser-best-practices.adoc[]
182
183 include::admin/staff_client-column_picker.adoc[]
184
185 include::admin/staff_client-recent_searches.adoc[]
186
187 include::admin/workstation_admin.adoc[]
188
189 // Push titles down one level.
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191
192 include::admin/workstation_admin_receipt_template_editor.adoc[]
193
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196
197 System Administration From the Staff Client
198 ===========================================
199
200 Introduction
201 ------------
202
203 This part deals with the options in the Server Administration menu found in the
204 staff client. 
205
206 // Follow structure from staff client system admin menu.
207
208 include::admin/acquisitions_admin.adoc[]
209
210 include::admin/age_hold_protection.adoc[]
211
212 include::admin/authorities.adoc[]
213
214 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
215
216 include::admin/booking-admin.adoc[]
217
218 include::admin/cn_prefixes_and_suffixes.adoc[]
219
220 include::admin/desk_payments.adoc[]
221
222 include::admin/circulation_limit_groups.adoc[]
223
224 include::admin/copy_statuses.adoc[]
225
226 // Push titles down one level.
227 :leveloffset: 1
228
229 include::admin/floating_groups.adoc[]
230
231 // Return to normal title levels.
232 :leveloffset: 0
233
234 include::admin/MARC_Import_Remove_Fields.adoc[]
235
236 include::admin/MARC_RAD_MVF_CRA.adoc[]
237
238 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
239
240 include::admin/permissions.adoc[]
241
242 include::admin/SMS_messaging.adoc[]
243
244 include::admin/user_activity_type.adoc[]
245
246 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
247
248
249 Local Administration
250 ====================
251
252 Introduction
253 ------------
254
255 This part covers the options in the Local Administration menu found in the staff
256 client. 
257
258 // Follow structure from staff client local admin menu.
259
260 include::admin/librarysettings.adoc[]
261
262 //    Address Alert Feature
263 include::admin/lsa-address_alert.adoc[]
264
265 //    Barcode Completion Feature
266 include::admin/lsa-barcode_completion.adoc[]
267
268 // Push titles down one level.
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270
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273 // Return to normal title levels.
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275
276 include::admin/actiontriggers.adoc[]
277
278 include::admin/actiontriggers_process.adoc[]
279
280 include::admin/recent_staff_searches.adoc[]
281
282 include::admin/lsa-standing_penalties.adoc[]
283
284 include::admin/lsa-statcat.adoc[]
285
286 include::admin/popularity_badges_web_client.adoc[]
287
288 include::admin/lsa-work_log.adoc[]
289
290 Acquisitions
291 ===========
292
293 include::acquisitions/introduction.adoc[]
294
295 include::acquisitions/selection_lists_po.adoc[]
296
297 include::acquisitions/invoices.adoc[]
298
299 include::acquisitions/receive_items_from_invoice.adoc[]
300
301 include::acquisitions/vandelay_acquisitions_integration.adoc[]
302
303 include::acquisitions/purchase_requests_patron_view.adoc[]
304
305 include::acquisitions/purchase_requests_management.adoc[]
306
307 include::acquisitions/blanket.adoc[]
308
309
310 Cataloging
311 ==========
312
313 Introduction
314 ------------
315
316 This part describes cataloging in Evergreen.
317
318 include::cataloging/marc_tag_table.adoc[]
319
320 include::cataloging/copy-buckets_web_client.adoc[]
321
322
323 include::cataloging/MARC_Editor.adoc[]
324
325 // Push titles down one level.
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327
328 include::cataloging/physical_char_wizard.adoc[]
329
330 // Return titles to correct level.
331 :leveloffset: 0
332
333 include::cataloging/batch_importing_MARC.adoc[]
334
335 include::cataloging/overlay_record_3950_import.adoc[]
336
337 include::cataloging/z39.50_search_enhancements.adoc[]
338
339
340 include::cataloging/monograph_parts.adoc[]
341
342
343 include::cataloging/conjoined_items.adoc[]
344
345 include::cataloging/cataloging_electronic_resources.adoc[]
346
347 include::cataloging/tpac_copy_edit_links.adoc[]
348
349 include::cataloging/MARC_batch_edit.adoc[]
350
351 include::cataloging/authorities.adoc[]
352
353 include::cataloging/link_checker.adoc[]
354
355
356 Serials
357 =======
358
359 include::serials/A-intro.adoc[]
360
361 include::serials/B-copy_template.adoc[]
362
363 include::serials/C-subscription-SCV.adoc[]
364
365 include::serials/D-subscription-ASCV.adoc[]
366
367 include::serials/E-edit_subscriptions.adoc[]
368
369 include::serials/F-Receiving.adoc[]
370
371 include::serials/G-Special_issue.adoc[]
372
373 include::serials/H-holdings_statements.adoc[]
374
375 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc[]
376
377 Circulation
378 ===========
379
380 Introduction
381 ------------
382
383 Use this section for understanding the circulation procedures in the Evergreen
384 system.  
385
386 include::circulation/circulating_items_web_client.adoc[]
387
388 Holds Management
389 ----------------
390
391 include::circulation/basic_holds.adoc[]
392
393 include::circulation/advanced_holds.adoc[]
394
395 include::circulation/booking.adoc[]
396
397 include::circulation/circulation_patron_records_web_client.adoc[]
398
399 include::circulation/triggered_events.adoc[]
400
401 // Push titles down one level.
402 :leveloffset: 1
403
404 include::circulation/offline_mode.adoc[]
405
406 include::circulation/self_check.adoc[]
407
408 include::circulation/rfid_product_integration.adoc[]
409
410 // Return to normal title levels.
411 :leveloffset: 0
412
413 Reports
414 =======
415
416 Introduction
417 ------------
418
419 Learn how to create and use reports in Evergreen. 
420
421 include::reports/reporter_daemon.adoc[]
422
423 include::reports/reporter_folder.adoc[]
424
425 include::reports/reporter_create_templates.adoc[]
426
427 include::reports/reporter_generating_reports.adoc[]
428
429 include::reports/reporter_view_output.adoc[]
430
431 include::reports/reporter_cloning_shared_templates.adoc[]
432
433 include::reports/reporter_add_data_source.adoc[]
434
435 include::reports/reporter_running_recurring_reports.adoc[]
436
437 include::reports/reporter_template_terminology.adoc[]
438
439 include::reports/reporter_template_enhancements.adoc[]
440
441 include::reports/reporter_export_usingpgAdmin.adoc[]
442
443 Using the Public Access Catalog
444 ===============================
445
446 Introduction
447 ------------
448
449 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.
450
451 include::opac/using_the_public_access_catalog.adoc[]
452
453 include::opac/my_lists.adoc[]
454
455 include::opac/kids_opac.adoc[]
456
457 include::opac/catalog_browse.adoc[]
458
459 include::opac/advanced_features.adoc[]
460
461 include::opac/tpac_meta_record_holds.adoc[]
462
463 include::opac/linked_libraries.adoc[]
464
465 include::opac/opensearch.adoc[]
466
467 // Push titles down one level.
468 :leveloffset: 1
469
470 include::opac/search_form.adoc[]
471
472 // Return to normal title levels.
473 :leveloffset: 0
474
475
476 Developer Resources
477 ===================
478
479 Introduction
480 ------------
481
482 Developers can use this part to learn more about the programming languages,
483 communication protocols and standards used in Evergreen.  
484
485 include::development/support_scripts.adoc[]
486
487 // Push titles down one level.
488 :leveloffset: 1
489
490 include::development/pgtap.adoc[]
491 include::development/intro_opensrf.adoc[]
492 include::development/updating_translations_launchpad.adoc[]
493
494 // Return to normal title levels.
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496
497
498 Getting Data from Evergreen
499 ===========================
500
501 Introduction
502 ------------
503
504 You may be interested in re-using data from your Evergreen installation in
505 another application.  This part describes several methods to get the data
506 you need.
507
508 // Push titles down one level.
509 :leveloffset: 1
510
511 include::development/data_supercat.adoc[]
512
513 include::development/data_unapi.adoc[]
514
515 // Return to normal title levels.
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517
518 include::shared/attributions.adoc[]
519
520 include::licensing.adoc[]
521
522 [appendix]
523 Admonitions
524 ===========
525
526 * Note 
527
528 image::media/note.png[]
529
530 * warning
531
532 image::media/warning.png[]
533
534 * caution
535
536 image::media/caution.png[]
537
538 * tip
539
540 image::media/tip.png[]
541
542 [index]
543 Index
544 =====
545