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/MARC_RAD_MVF_CRA.adoc[]
72 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
74 include::admin/copy_locations.adoc[]
78 include::admin_initial_setup/importing_via_staff_client.adoc[]
82 Circulation administration
83 ==========================
89 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
94 include::admin_initial_setup/borrowing_items.adoc[]
96 include::admin/circulation_limit_groups.adoc[]
98 include::admin/hold_driven_recalls.adoc[]
103 include::admin/copy_statuses.adoc[]
105 include::admin/circing_uncataloged_materials.adoc[]
107 include::admin/patron_self_registration.adoc[]
110 Holds, transits, and resource sharing
111 -------------------------------------
115 include::admin/age_hold_protection.adoc[]
117 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
119 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
123 include::admin/floating_groups.adoc[]
130 This section discusses how to manage and report on payments accepted by your library's circulation processes.
132 Accepting credit card payments
133 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
135 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
136 fines and other charges in the Public Catalog. Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
140 include::admin/desk_payments.adoc[]
142 include::circulation/user_buckets.adoc[]
147 Circulation timesavers and workflows
148 ------------------------------------
150 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
154 include::admin/lsa-barcode_completion.adoc[]
156 include::admin/lsa-address_alert.adoc[]
163 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
165 include::admin/hours.adoc[]
167 include::admin/closed_dates.adoc[]
171 include::admin_initial_setup/hard_due_dates.adoc[]
175 include::admin/booking-admin.adoc[]
177 include::admin/workstation_admin_receipt_template_editor.adoc[]
181 include::circulation/self_check_configuration.adoc[]
190 include::admin/search_settings_web_client.adoc[]
192 include::admin/popularity_badges_web_client.adoc[]
196 Patron User Experience Administration
197 =====================================
202 This section describes settings for the OPAC, including patron self-registration and other functionalities.
204 include::admin/SMS_messaging.adoc[]
206 include::opac/linked_libraries.adoc[]
215 Learn how to create and use reports in Evergreen.
217 include::reports/reporter_folder.adoc[]
219 include::reports/reporter_create_templates.adoc[]
221 include::reports/reporter_generating_reports.adoc[]
223 include::reports/reporter_view_output.adoc[]
225 include::reports/reporter_cloning_shared_templates.adoc[]
227 include::reports/reporter_running_recurring_reports.adoc[]
229 include::reports/reporter_template_terminology.adoc[]
231 include::reports/reporter_template_enhancements.adoc[]
233 include::reports/reporter_export_usingpgAdmin.adoc[]
245 This section describes how to administer staff accounts.
249 include::admin_initial_setup/describing_your_people.adoc[]
253 include::admin/permissions.adoc[]
255 include::admin/lsa-work_log.adoc[]
257 include::admin/recent_staff_searches.adoc[]
262 include::shared/attributions.adoc[]
264 include::shared/end_matter.adoc[]