Docs: documenting copy locations
[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 include::admin/copy_locations.adoc[]
74
75 :leveloffset: 1
76
77 include::admin_initial_setup/importing_via_staff_client.adoc[]
78
79 :leveloffset: 0
80 // Circ
81 Circulation administration
82 ==========================
83
84
85 Circulation policies
86 --------------------
87
88 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
89
90
91 :leveloffset: 2
92
93 include::admin_initial_setup/borrowing_items.adoc[]
94
95 include::admin/circulation_limit_groups.adoc[]
96
97 include::admin/hold_driven_recalls.adoc[]
98
99
100 :leveloffset: 0
101
102 include::admin/copy_statuses.adoc[]
103
104 include::admin/circing_uncataloged_materials.adoc[]
105
106
107 Holds, transits, and resource sharing
108 -------------------------------------
109
110 :leveloffset: 1
111
112 include::admin/age_hold_protection.adoc[]
113
114 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
115
116 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
117
118 :leveloffset: 2
119
120 include::admin/floating_groups.adoc[]
121
122 :leveloffset: 0
123
124 Working with money
125 ------------------
126
127 This section discusses how to manage and report on payments accepted by your library's circulation processes.
128
129 Accepting credit card payments
130 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
131
132 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
133 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
134
135 :leveloffset: 1
136
137 include::admin/desk_payments.adoc[]
138
139 include::circulation/user_buckets.adoc[]
140
141 :leveloffset: 0
142
143
144 Circulation timesavers and workflows
145 ------------------------------------
146
147 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
148
149 :leveloffset: 1
150
151 include::admin/lsa-barcode_completion.adoc[]
152
153 include::admin/lsa-address_alert.adoc[]
154
155 :leveloffset: 0
156
157 Library closures
158 ----------------
159
160 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
161
162 include::admin/hours.adoc[]
163
164 include::admin/closed_dates.adoc[]
165
166 :leveloffset: 1
167
168 include::admin_initial_setup/hard_due_dates.adoc[]
169
170 include::admin/booking-admin.adoc[]
171
172 :leveloffset: 0
173
174 include::admin/workstation_admin_receipt_template_editor.adoc[]
175
176 :leveloffset: 1
177
178 include::circulation/self_check_configuration.adoc[]
179
180
181 :leveloffset: 0
182
183 // SEARCH ADMIN
184 Search Settings
185 ===============
186
187 include::admin/search_settings_web_client.adoc[]
188
189 include::admin/popularity_badges_web_client.adoc[]
190
191
192 // Patron UX
193 Patron User Experience Administration
194 =====================================
195
196 Introduction
197 ------------
198
199 This section describes settings for the OPAC, including patron self-registration and other functionalities.
200
201 include::admin/SMS_messaging.adoc[]
202
203 include::opac/linked_libraries.adoc[]
204
205
206 Reports
207 =======
208
209 Introduction
210 ------------
211
212 Learn how to create and use reports in Evergreen.
213
214 include::reports/reporter_folder.adoc[]
215
216 include::reports/reporter_create_templates.adoc[]
217
218 include::reports/reporter_generating_reports.adoc[]
219
220 include::reports/reporter_view_output.adoc[]
221
222 include::reports/reporter_cloning_shared_templates.adoc[]
223
224 include::reports/reporter_running_recurring_reports.adoc[]
225
226 include::reports/reporter_template_terminology.adoc[]
227
228 include::reports/reporter_template_enhancements.adoc[]
229
230 include::reports/reporter_export_usingpgAdmin.adoc[]
231
232
233
234 // Staff
235
236 Staff administration
237 ====================
238
239 Introduction
240 ------------
241
242 This section describes how to administer staff accounts.
243
244 :leveloffset: 1
245
246 include::admin_initial_setup/describing_your_people.adoc[]
247
248 :leveloffset: 0
249
250 include::admin/permissions.adoc[]
251
252 include::admin/lsa-work_log.adoc[]
253
254 include::admin/recent_staff_searches.adoc[]
255
256
257 :leveloffset: 0
258
259 include::shared/attributions.adoc[]
260
261 include::shared/end_matter.adoc[]
262