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[]
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
35 include::admin/librarysettings.adoc[]
40 Organizational Unit administration
41 ==================================
45 include::admin_initial_setup/describing_your_organization.adoc[]
47 include::admin/lsa-standing_penalties.adoc[]
51 include::admin_initial_setup/ordering_materials.adoc[]
53 include::admin/acquisitions_admin.adoc[]
58 Cataloging administration
59 =========================
61 include::admin/authorities.adoc[]
63 include::admin/cn_prefixes_and_suffixes.adoc[]
65 include::admin/lsa-statcat.adoc[]
67 include::admin/MARC_Import_Remove_Fields.adoc[]
69 include::admin/MARC_RAD_MVF_CRA.adoc[]
71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
75 include::admin_initial_setup/importing_via_staff_client.adoc[]
79 Circulation administration
80 ==========================
86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
91 include::admin_initial_setup/borrowing_items.adoc[]
93 include::admin/circulation_limit_groups.adoc[]
95 include::admin/hold_driven_recalls.adoc[]
100 include::admin/copy_statuses.adoc[]
102 include::admin/circing_uncataloged_materials.adoc[]
105 Holds, transits, and resource sharing
106 -------------------------------------
110 include::admin/age_hold_protection.adoc[]
112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
118 include::admin/floating_groups.adoc[]
125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
127 Accepting credit card payments
128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
130 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
131 fines and other charges in the Public Catalog. Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
135 include::admin/desk_payments.adoc[]
137 include::circulation/user_buckets.adoc[]
142 Circulation timesavers and workflows
143 ------------------------------------
145 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
149 include::admin/lsa-barcode_completion.adoc[]
151 include::admin/lsa-address_alert.adoc[]
158 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
160 include::admin/hours.adoc[]
162 include::admin/closed_dates.adoc[]
166 include::admin_initial_setup/hard_due_dates.adoc[]
168 include::admin/booking-admin.adoc[]
172 include::admin/workstation_admin_receipt_template_editor.adoc[]
176 include::circulation/self_check_configuration.adoc[]
185 include::admin/search_settings_web_client.adoc[]
187 include::admin/popularity_badges_web_client.adoc[]
191 Patron User Experience Administration
192 =====================================
197 This section describes settings for the OPAC, including patron self-registration and other functionalities.
199 include::admin/SMS_messaging.adoc[]
201 include::opac/linked_libraries.adoc[]
210 Learn how to create and use reports in Evergreen.
212 include::reports/reporter_folder.adoc[]
214 include::reports/reporter_create_templates.adoc[]
216 include::reports/reporter_generating_reports.adoc[]
218 include::reports/reporter_view_output.adoc[]
220 include::reports/reporter_cloning_shared_templates.adoc[]
222 include::reports/reporter_running_recurring_reports.adoc[]
224 include::reports/reporter_template_terminology.adoc[]
226 include::reports/reporter_template_enhancements.adoc[]
228 include::reports/reporter_export_usingpgAdmin.adoc[]
240 This section describes how to administer staff accounts.
244 include::admin_initial_setup/describing_your_people.adoc[]
248 include::admin/permissions.adoc[]
250 include::admin/lsa-work_log.adoc[]
252 include::admin/recent_staff_searches.adoc[]
257 include::shared/attributions.adoc[]
259 include::shared/end_matter.adoc[]