1 Evergreen System Administration at your Library
2 ===============================================
3 Documentation Interest Group
11 include::shared/about_this_documentation.adoc[]
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.
16 It is organized into Parts, Chapters, and Sections addressing key
17 aspects of the software.
19 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
23 include::shared/about_evergreen.adoc[]
27 include::admin/web_client-login.adoc[]
29 include::admin/web-client-browser-best-practices.adoc[]
33 include::shared/workstation_settings.adoc[]
37 include::admin/librarysettings.adoc[]
41 Organizational Unit administration
42 ==================================
46 include::admin_initial_setup/describing_your_organization.adoc[]
48 include::admin/lsa-standing_penalties.adoc[]
52 include::admin_initial_setup/ordering_materials.adoc[]
54 include::admin/acquisitions_admin.adoc[]
59 Cataloging administration
60 =========================
62 include::admin/authorities.adoc[]
64 include::admin/cn_prefixes_and_suffixes.adoc[]
66 include::admin/lsa-statcat.adoc[]
68 include::admin/MARC_Import_Remove_Fields.adoc[]
70 include::admin/copy_tags_admin.adoc[]
72 include::admin/MARC_RAD_MVF_CRA.adoc[]
74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
76 include::admin/copy_locations.adoc[]
80 include::admin_initial_setup/importing_via_staff_client.adoc[]
84 Circulation administration
85 ==========================
91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
96 include::admin_initial_setup/borrowing_items.adoc[]
98 include::admin/circulation_limit_groups.adoc[]
100 include::admin/hold_driven_recalls.adoc[]
105 include::admin/copy_statuses.adoc[]
107 include::admin/circing_uncataloged_materials.adoc[]
109 include::admin/patron_registration.adoc[]
111 include::admin/patron_self_registration.adoc[]
114 Holds, transits, and resource sharing
115 -------------------------------------
119 include::admin/age_hold_protection.adoc[]
121 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
123 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
127 include::admin/floating_groups.adoc[]
134 This section discusses how to manage and report on payments accepted by your library's circulation processes.
136 Accepting credit card payments
137 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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>>.
144 include::admin/desk_payments.adoc[]
148 include::admin/allowed_payments.adoc[]
152 include::circulation/user_buckets.adoc[]
157 Circulation timesavers and workflows
158 ------------------------------------
160 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
164 include::admin/lsa-barcode_completion.adoc[]
166 include::admin/lsa-address_alert.adoc[]
173 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
175 include::admin/hours.adoc[]
177 include::admin/closed_dates.adoc[]
179 include::admin/emergency_closing_handler.adoc[]
183 include::admin_initial_setup/hard_due_dates.adoc[]
187 include::admin/booking-admin.adoc[]
189 include::admin/receipt_template_editor.adoc[]
193 include::circulation/self_check_configuration.adoc[]
197 include::admin/actiontriggers.adoc[]
205 include::admin/search_settings_web_client.adoc[]
207 include::admin/popularity_badges_web_client.adoc[]
211 include::admin/multilingual_search.adoc[]
217 Patron User Experience Administration
218 =====================================
223 This section describes settings for the OPAC, including patron self-registration and other functionalities.
225 include::admin/SMS_messaging.adoc[]
227 include::opac/linked_libraries.adoc[]
236 Learn how to create and use reports in Evergreen.
238 include::reports/reporter_folder.adoc[]
240 include::reports/reporter_create_templates.adoc[]
242 include::reports/reporter_generating_reports.adoc[]
244 include::reports/reporter_view_output.adoc[]
246 include::reports/reporter_cloning_shared_templates.adoc[]
248 include::reports/reporter_running_recurring_reports.adoc[]
250 include::reports/reporter_template_terminology.adoc[]
252 include::reports/reporter_template_enhancements.adoc[]
254 include::reports/reporter_export_usingpgAdmin.adoc[]
266 This section describes how to administer staff accounts.
270 include::admin_initial_setup/describing_your_people.adoc[]
274 include::admin/permissions.adoc[]
276 include::admin/lsa-work_log.adoc[]
278 include::admin/staff_client-recent_searches.adoc[]
283 include::shared/attributions.adoc[]
285 include::shared/end_matter.adoc[]