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[]
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  27 include::admin/web_client-login.adoc[]
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  31 include::admin/web_client-browser-tab-shortcuts.adoc[]
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  35 include::admin/librarysettings.adoc[]
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  37
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  39
  40 Organizational Unit administration
  41 ==================================
  42
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  44
  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  50
  51 include::admin_initial_setup/ordering_materials.adoc[]
  52
  53 include::admin/acquisitions_admin.adoc[]
  54
  55
  56
  57 // Cat
  58 Cataloging administration
  59 =========================
  60
  61 include::admin/authorities.adoc[]
  62
  63 include::admin/cn_prefixes_and_suffixes.adoc[]
  64
  65 include::admin/lsa-statcat.adoc[]
  66
  67 include::admin/MARC_Import_Remove_Fields.adoc[]
  68
  69 include::admin/MARC_RAD_MVF_CRA.adoc[]
  70
  71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  72
  73 :leveloffset: 1
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  75 include::admin_initial_setup/importing_via_staff_client.adoc[]
  76
  77 :leveloffset: 0
  78 // Circ
  79 Circulation administration
  80 ==========================
  81
  82
  83 Circulation policies
  84 --------------------
  85
  86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  87
  88
  89 :leveloffset: 2
  90
  91 include::admin_initial_setup/borrowing_items.adoc[]
  92
  93 include::admin/circulation_limit_groups.adoc[]
  94
  95 include::admin/hold_driven_recalls.adoc[]
  96
  97
  98 :leveloffset: 0
  99
 100 include::admin/copy_statuses.adoc[]
 101
 102 include::admin/circing_uncataloged_materials.adoc[]
 103
 104
 105 Holds, transits, and resource sharing
 106 -------------------------------------
 107
 108 :leveloffset: 1
 109
 110 include::admin/age_hold_protection.adoc[]
 111
 112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 113
 114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 115
 116 :leveloffset: 2
 117
 118 include::admin/floating_groups.adoc[]
 119
 120 :leveloffset: 0
 121
 122 Working with money
 123 ------------------
 124
 125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 126
 127 Accepting credit card payments
 128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 129
 130 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 131 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 132
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 134
 135 include::admin/desk_payments.adoc[]
 136
 137 include::circulation/user_buckets.adoc[]
 138
 139 :leveloffset: 0
 140
 141
 142 Circulation timesavers and workflows
 143 ------------------------------------
 144
 145 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 146
 147 :leveloffset: 1
 148
 149 include::admin/lsa-barcode_completion.adoc[]
 150
 151 include::admin/lsa-address_alert.adoc[]
 152
 153 :leveloffset: 0
 154
 155 Library closures
 156 ----------------
 157
 158 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 159
 160 Library hours
 161 ~~~~~~~~~~~~~
 162
 163 In OU settings
 164
 165 Closed dates
 166 ~~~~~~~~~~~~
 167
 168 Need to move out of the describing your OU docs
 169
 170 :leveloffset: 1
 171
 172 include::admin_initial_setup/hard_due_dates.adoc[]
 173
 174 include::admin/booking-admin.adoc[]
 175
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 177
 178 include::admin/workstation_admin_receipt_template_editor.adoc[]
 179
 180 :leveloffset: 1
 181
 182 include::circulation/self_check_configuration.adoc[]
 183
 184
 185 :leveloffset: 0
 186
 187 // Patron UX
 188 Patron User Experience Administration
 189 =====================================
 190
 191 Introduction
 192 ------------
 193
 194 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 195
 196 include::admin/SMS_messaging.adoc[]
 197
 198 include::opac/linked_libraries.adoc[]
 199
 200
 201 Reports
 202 =======
 203
 204 Introduction
 205 ------------
 206
 207 Learn how to create and use reports in Evergreen.
 208
 209 include::reports/reporter_folder.adoc[]
 210
 211 include::reports/reporter_create_templates.adoc[]
 212
 213 include::reports/reporter_generating_reports.adoc[]
 214
 215 include::reports/reporter_view_output.adoc[]
 216
 217 include::reports/reporter_cloning_shared_templates.adoc[]
 218
 219 include::reports/reporter_running_recurring_reports.adoc[]
 220
 221 include::reports/reporter_template_terminology.adoc[]
 222
 223 include::reports/reporter_template_enhancements.adoc[]
 224
 225 include::reports/reporter_export_usingpgAdmin.adoc[]
 226
 227
 228
 229 // Staff
 230
 231 Staff administration
 232 ====================
 233
 234 Introduction
 235 ------------
 236
 237 This section describes how to administer staff accounts.
 238
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 240
 241 include::admin_initial_setup/describing_your_people.adoc[]
 242
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 244
 245 include::admin/permissions.adoc[]
 246
 247 include::admin/lsa-work_log.adoc[]
 248
 249 include::admin/recent_staff_searches.adoc[]
 250
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 254 include::shared/attributions.adoc[]
 255
 256 include::shared/end_matter.adoc[]
 257