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 include::admin/web-client-browser-best-practices.adoc[]
  30
  31 :leveloffset: 0
  32
  33 include::shared/workstation_settings.adoc[]
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  35 :leveloffset: -1
  36
  37 include::admin/librarysettings.adoc[]
  38
  39 :leveloffset: 0
  40
  41 Organizational Unit administration
  42 ==================================
  43
  44 :leveloffset: 1
  45
  46 include::admin_initial_setup/describing_your_organization.adoc[]
  47
  48 include::admin/lsa-standing_penalties.adoc[]
  49
  50 :leveloffset: 0
  51
  52 include::admin_initial_setup/ordering_materials.adoc[]
  53
  54 include::admin/acquisitions_admin.adoc[]
  55
  56
  57
  58 // Cat
  59 Cataloging administration
  60 =========================
  61
  62 include::admin/authorities.adoc[]
  63
  64 include::admin/cn_prefixes_and_suffixes.adoc[]
  65
  66 include::admin/lsa-statcat.adoc[]
  67
  68 include::admin/MARC_Import_Remove_Fields.adoc[]
  69
  70 include::admin/MARC_RAD_MVF_CRA.adoc[]
  71
  72 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  73
  74 include::admin/copy_locations.adoc[]
  75
  76 :leveloffset: 1
  77
  78 include::admin_initial_setup/importing_via_staff_client.adoc[]
  79
  80 :leveloffset: 0
  81 // Circ
  82 Circulation administration
  83 ==========================
  84
  85
  86 Circulation policies
  87 --------------------
  88
  89 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  90
  91
  92 :leveloffset: 2
  93
  94 include::admin_initial_setup/borrowing_items.adoc[]
  95
  96 include::admin/circulation_limit_groups.adoc[]
  97
  98 include::admin/hold_driven_recalls.adoc[]
  99
 100
 101 :leveloffset: 0
 102
 103 include::admin/copy_statuses.adoc[]
 104
 105 include::admin/circing_uncataloged_materials.adoc[]
 106
 107 include::admin/patron_self_registration.adoc[]
 108
 109
 110 Holds, transits, and resource sharing
 111 -------------------------------------
 112
 113 :leveloffset: 1
 114
 115 include::admin/age_hold_protection.adoc[]
 116
 117 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 118
 119 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 120
 121 :leveloffset: 2
 122
 123 include::admin/floating_groups.adoc[]
 124
 125 :leveloffset: 0
 126
 127 Working with money
 128 ------------------
 129
 130 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 131
 132 Accepting credit card payments
 133 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 134
 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>>.
 137
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 139
 140 include::admin/desk_payments.adoc[]
 141
 142 include::circulation/user_buckets.adoc[]
 143
 144 :leveloffset: 0
 145
 146
 147 Circulation timesavers and workflows
 148 ------------------------------------
 149
 150 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 151
 152 :leveloffset: 1
 153
 154 include::admin/lsa-barcode_completion.adoc[]
 155
 156 include::admin/lsa-address_alert.adoc[]
 157
 158 :leveloffset: 0
 159
 160 Library closures
 161 ----------------
 162
 163 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 164
 165 include::admin/hours.adoc[]
 166
 167 include::admin/closed_dates.adoc[]
 168
 169 :leveloffset: 1
 170
 171 include::admin_initial_setup/hard_due_dates.adoc[]
 172
 173 :leveloffset: 0
 174
 175 include::admin/booking-admin.adoc[]
 176
 177 include::admin/workstation_admin_receipt_template_editor.adoc[]
 178
 179 :leveloffset: 1
 180
 181 include::circulation/self_check_configuration.adoc[]
 182
 183
 184 :leveloffset: 0
 185
 186 // SEARCH ADMIN
 187 Search Settings
 188 ===============
 189
 190 include::admin/search_settings_web_client.adoc[]
 191
 192 include::admin/popularity_badges_web_client.adoc[]
 193
 194
 195 // Patron UX
 196 Patron User Experience Administration
 197 =====================================
 198
 199 Introduction
 200 ------------
 201
 202 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 203
 204 include::admin/SMS_messaging.adoc[]
 205
 206 include::opac/linked_libraries.adoc[]
 207
 208
 209 Reports
 210 =======
 211
 212 Introduction
 213 ------------
 214
 215 Learn how to create and use reports in Evergreen.
 216
 217 include::reports/reporter_folder.adoc[]
 218
 219 include::reports/reporter_create_templates.adoc[]
 220
 221 include::reports/reporter_generating_reports.adoc[]
 222
 223 include::reports/reporter_view_output.adoc[]
 224
 225 include::reports/reporter_cloning_shared_templates.adoc[]
 226
 227 include::reports/reporter_running_recurring_reports.adoc[]
 228
 229 include::reports/reporter_template_terminology.adoc[]
 230
 231 include::reports/reporter_template_enhancements.adoc[]
 232
 233 include::reports/reporter_export_usingpgAdmin.adoc[]
 234
 235
 236
 237 // Staff
 238
 239 Staff administration
 240 ====================
 241
 242 Introduction
 243 ------------
 244
 245 This section describes how to administer staff accounts.
 246
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 248
 249 include::admin_initial_setup/describing_your_people.adoc[]
 250
 251 :leveloffset: 0
 252
 253 include::admin/permissions.adoc[]
 254
 255 include::admin/lsa-work_log.adoc[]
 256
 257 include::admin/recent_staff_searches.adoc[]
 258
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 261
 262 include::shared/attributions.adoc[]
 263
 264 include::shared/end_matter.adoc[]
 265