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
  43 :leveloffset: 1
  44
  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  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
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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
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 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 accept credit card payments.
 131
 132 Stripe
 133 ^^^^^^
 134
 135 Some info in the current Library Settings Editor docs
 136
 137 Paypal, Authorize.net, etc.
 138 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 139
 140 This section needs to be written
 141
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 143
 144 include::admin/desk_payments.adoc[]
 145
 146 :leveloffset: 0
 147
 148 Negative balances
 149 ~~~~~~~~~~~~~~~~~
 150
 151 This section needs to be written
 152
 153
 154 Circulation timesavers and workflows
 155 ------------------------------------
 156
 157 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 158
 159 :leveloffset: 1
 160
 161 include::admin/lsa-barcode_completion.adoc[]
 162
 163 include::admin/lsa-address_alert.adoc[]
 164
 165 :leveloffset: 0
 166
 167 Library closures
 168 ----------------
 169
 170 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 171
 172 Library hours
 173 ~~~~~~~~~~~~~
 174
 175 In OU settings
 176
 177 Closed dates
 178 ~~~~~~~~~~~~
 179
 180 Need to move out of the describing your OU docs
 181
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 183
 184 include::admin_initial_setup/hard_due_dates.adoc[]
 185
 186 :leveloffset: 0
 187
 188 Age to lost
 189 ~~~~~~~~~~~
 190
 191 No documentation yet
 192
 193 :leveloffset: 1
 194
 195 include::admin/booking-admin.adoc[]
 196
 197 :leveloffset: 0
 198
 199 Offline circulation
 200 -------------------
 201
 202 Need to extract this from the offline circulation documentation
 203
 204 include::admin/workstation_admin_receipt_template_editor.adoc[]
 205
 206 :leveloffset: 1
 207
 208 include::circulation/self_check_configuration.adoc[]
 209
 210 :leveloffset: 0
 211
 212
 213 // Patron UX
 214 Patron User Experience Administration
 215 =====================================
 216
 217 Introduction
 218 ------------
 219
 220 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 221
 222 include::admin/SMS_messaging.adoc[]
 223
 224 include::opac/linked_libraries.adoc[]
 225
 226
 227 Reports
 228 =======
 229
 230 Introduction
 231 ------------
 232
 233 Learn how to create and use reports in Evergreen.
 234
 235 include::reports/reporter_folder.adoc[]
 236
 237 include::reports/reporter_create_templates.adoc[]
 238
 239 include::reports/reporter_generating_reports.adoc[]
 240
 241 include::reports/reporter_view_output.adoc[]
 242
 243 include::reports/reporter_cloning_shared_templates.adoc[]
 244
 245 include::reports/reporter_running_recurring_reports.adoc[]
 246
 247 include::reports/reporter_template_terminology.adoc[]
 248
 249 include::reports/reporter_template_enhancements.adoc[]
 250
 251 include::reports/reporter_export_usingpgAdmin.adoc[]
 252
 253
 254
 255 // Staff
 256
 257 Staff administration
 258 ====================
 259
 260 Introduction
 261 ------------
 262
 263 This section describes how to administer staff accounts.
 264
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 266
 267 include::admin_initial_setup/describing_your_people.adoc[]
 268
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 270
 271 include::admin/permissions.adoc[]
 272
 273 include::admin/lsa-work_log.adoc[]
 274
 275 include::admin/recent_staff_searches.adoc[]
 276
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 280 include::shared/attributions.adoc[]
 281
 282 include::shared/end_matter.adoc[]
 283