Docs reorg: Moving clark_kent to the command line manual
[Evergreen.git] / 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 :leveloffset: 0
30
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
32
33 :leveloffset: -1
34
35 include::admin/librarysettings.adoc[]
36
37
38 :leveloffset: 0
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[]
48
49 :leveloffset: 0
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
74
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 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
142 :leveloffset: 1
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
182 :leveloffset: 1
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
265 :leveloffset: 1
266
267 include::admin_initial_setup/describing_your_people.adoc[]
268
269 :leveloffset: 0
270
271 include::admin/permissions.adoc[]
272
273 include::admin/lsa-work_log.adoc[]
274
275 include::admin/recent_staff_searches.adoc[]
276
277
278 :leveloffset: 0
279
280 include::shared/attributions.adoc[]
281
282 include::shared/end_matter.adoc[]
283