docs/root_staff_client_admin.adoc

   1 Evergreen System Administration at your Library
   2 ===============================================
   3 Documentation Interest Group
   4 :doctype: book
   5 :toc:
   6 :numbered:
   7
   8 Introduction
   9 ============
  10
  11 include::shared/about_this_documentation.adoc[]
  12
  13 This guide to Evergreen is intended to meet the needs of system administrators
  14 at local libraries who use the staff client for their day-to-day work.
  15
  16 It is organized into Parts, Chapters, and Sections addressing key
  17 aspects of the software.
  18
  19 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
  20
  21
  22
  23 include::shared/about_evergreen.adoc[]
  24
  25 :leveloffset: -1
  26
  27 include::admin/web_client-login.adoc[]
  28
  29 include::admin/web-client-browser-best-practices.adoc[]
  30
  31 :leveloffset: 0
  32
  33 include::shared/workstation_settings.adoc[]
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  35 :leveloffset: -1
  36
  37 include::admin/librarysettings.adoc[]
  38
  39 :leveloffset: 0
  40
  41 Organizational Unit administration
  42 ==================================
  43
  44 :leveloffset: 1
  45
  46 include::admin_initial_setup/describing_your_organization.adoc[]
  47
  48 include::admin/lsa-standing_penalties.adoc[]
  49
  50 :leveloffset: 0
  51
  52 include::admin_initial_setup/ordering_materials.adoc[]
  53
  54 include::admin/acquisitions_admin.adoc[]
  55
  56
  57
  58 // Cat
  59 Cataloging administration
  60 =========================
  61
  62 include::admin/authorities.adoc[]
  63
  64 include::admin/cn_prefixes_and_suffixes.adoc[]
  65
  66 include::admin/lsa-statcat.adoc[]
  67
  68 include::admin/MARC_Import_Remove_Fields.adoc[]
  69
  70 include::admin/copy_tags_admin.adoc[]
  71
  72 include::admin/MARC_RAD_MVF_CRA.adoc[]
  73
  74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  75
  76 include::admin/copy_locations.adoc[]
  77
  78 :leveloffset: 1
  79
  80 include::admin_initial_setup/importing_via_staff_client.adoc[]
  81
  82 :leveloffset: 0
  83 // Circ
  84 Circulation administration
  85 ==========================
  86
  87
  88 Circulation policies
  89 --------------------
  90
  91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  92
  93
  94 :leveloffset: 2
  95
  96 include::admin_initial_setup/borrowing_items.adoc[]
  97
  98 include::admin/circulation_limit_groups.adoc[]
  99
 100 include::admin/hold_driven_recalls.adoc[]
 101
 102
 103 :leveloffset: 0
 104
 105 include::admin/copy_statuses.adoc[]
 106
 107 include::admin/circing_uncataloged_materials.adoc[]
 108
 109 include::admin/patron_registration.adoc[]
 110
 111 include::admin/patron_self_registration.adoc[]
 112
 113
 114 Holds, transits, and resource sharing
 115 -------------------------------------
 116
 117 :leveloffset: 1
 118
 119 include::admin/age_hold_protection.adoc[]
 120
 121 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 122
 123 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 124
 125 :leveloffset: 2
 126
 127 include::admin/floating_groups.adoc[]
 128
 129 :leveloffset: 0
 130
 131 Working with money
 132 ------------------
 133
 134 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 135
 136 Accepting credit card payments
 137 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 138
 139 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 140 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 141
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 143
 144 include::admin/desk_payments.adoc[]
 145
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 147
 148 include::admin/allowed_payments.adoc[]
 149
 150 :leveloffset: 1
 151
 152 include::circulation/user_buckets.adoc[]
 153
 154 :leveloffset: 0
 155
 156
 157 Circulation timesavers and workflows
 158 ------------------------------------
 159
 160 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 161
 162 :leveloffset: 1
 163
 164 include::admin/lsa-barcode_completion.adoc[]
 165
 166 include::admin/lsa-address_alert.adoc[]
 167
 168 :leveloffset: 0
 169
 170 Library closures
 171 ----------------
 172
 173 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 174
 175 include::admin/hours.adoc[]
 176
 177 include::admin/closed_dates.adoc[]
 178
 179 include::admin/emergency_closing_handler.adoc[]
 180
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 182
 183 include::admin_initial_setup/hard_due_dates.adoc[]
 184
 185 :leveloffset: 0
 186
 187 include::admin/booking-admin.adoc[]
 188
 189 include::admin/receipt_template_editor.adoc[]
 190
 191 :leveloffset: 1
 192
 193 include::circulation/self_check_configuration.adoc[]
 194
 195
 196 :leveloffset: 0
 197
 198 // SEARCH ADMIN
 199 Search Settings
 200 ===============
 201
 202 include::admin/search_settings_web_client.adoc[]
 203
 204 include::admin/popularity_badges_web_client.adoc[]
 205
 206
 207 // Patron UX
 208 Patron User Experience Administration
 209 =====================================
 210
 211 Introduction
 212 ------------
 213
 214 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 215
 216 include::admin/SMS_messaging.adoc[]
 217
 218 include::opac/linked_libraries.adoc[]
 219
 220
 221 Reports
 222 =======
 223
 224 Introduction
 225 ------------
 226
 227 Learn how to create and use reports in Evergreen.
 228
 229 include::reports/reporter_folder.adoc[]
 230
 231 include::reports/reporter_create_templates.adoc[]
 232
 233 include::reports/reporter_generating_reports.adoc[]
 234
 235 include::reports/reporter_view_output.adoc[]
 236
 237 include::reports/reporter_cloning_shared_templates.adoc[]
 238
 239 include::reports/reporter_running_recurring_reports.adoc[]
 240
 241 include::reports/reporter_template_terminology.adoc[]
 242
 243 include::reports/reporter_template_enhancements.adoc[]
 244
 245 include::reports/reporter_export_usingpgAdmin.adoc[]
 246
 247
 248
 249 // Staff
 250
 251 Staff administration
 252 ====================
 253
 254 Introduction
 255 ------------
 256
 257 This section describes how to administer staff accounts.
 258
 259 :leveloffset: 1
 260
 261 include::admin_initial_setup/describing_your_people.adoc[]
 262
 263 :leveloffset: 0
 264
 265 include::admin/permissions.adoc[]
 266
 267 include::admin/lsa-work_log.adoc[]
 268
 269 include::admin/staff_client-recent_searches.adoc[]
 270
 271
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 273
 274 include::shared/attributions.adoc[]
 275
 276 include::shared/end_matter.adoc[]
 277