Docs reorg: splitting self-check documentation into appropriate manuals
[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 :leveloffset: 1
74
75 include::admin_initial_setup/importing_via_staff_client.adoc[]
76
77 :leveloffset: 0
78 // Circ
79 Circulation administration
80 ==========================
81
82
83 Circulation policies
84 --------------------
85
86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
87
88
89 :leveloffset: 2
90
91 include::admin_initial_setup/borrowing_items.adoc[]
92
93 include::admin/circulation_limit_groups.adoc[]
94
95 include::admin/hold_driven_recalls.adoc[]
96
97
98 :leveloffset: 0
99
100 include::admin/copy_statuses.adoc[]
101
102
103
104 Circulating uncataloged materials
105 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
106
107 This section discusses settings for circulating items that are not cataloged.
108
109 Pre-cataloged item settings
110 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
111
112 Needs to be written.  There is a Pre-cat Item Circ Lib OU setting.
113
114 Non-cataloged item settings
115 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
116
117 Needs to be written.  This is about Local Admin > Non-cataloged item type.
118
119 Hold policies
120 -------------
121
122 This section discusses hold policies.
123
124 Transits and resource sharing
125 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
126
127 This section offers specific information and guidance about holds that involve multiple libraries.
128
129 :leveloffset: 2
130
131 include::admin/age_hold_protection.adoc[]
132
133 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
134
135 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
136
137 :leveloffset: 3
138
139 include::admin/floating_groups.adoc[]
140
141 :leveloffset: 0
142
143 Working with money
144 ------------------
145
146 This section discusses how to manage and report on payments accepted by your library's circulation processes.
147
148 Accepting credit card payments
149 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
150
151 Evergreen can accept credit card payments.
152
153 Stripe
154 ^^^^^^
155
156 Some info in the current Library Settings Editor docs
157
158 Paypal, Authorize.net, etc.
159 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
160
161 This section needs to be written
162
163 Cash reports
164 ~~~~~~~~~~~~
165
166 This section needs to be written
167
168 Negative balances
169 ~~~~~~~~~~~~~~~~~
170
171 This section needs to be written
172
173
174 Circulation timesavers and workflows
175 ------------------------------------
176
177 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
178
179 :leveloffset: 1
180
181 include::admin/lsa-barcode_completion.adoc[]
182
183 include::admin/lsa-address_alert.adoc[]
184
185 include::admin/patron_address_by_zip_code.adoc[]
186
187 :leveloffset: 0
188
189 Library closures
190 ----------------
191
192 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
193
194 Library hours
195 ~~~~~~~~~~~~~
196
197 In OU settings
198
199 Closed dates
200 ~~~~~~~~~~~~
201
202 Need to move out of the describing your OU docs
203
204 :leveloffset: 1
205
206 include::admin_initial_setup/hard_due_dates.adoc[]
207
208 :leveloffset: 0
209
210 Age to lost
211 ~~~~~~~~~~~
212
213 No documentation yet
214
215 :leveloffset: 1
216
217 include::admin/booking-admin.adoc[]
218
219 :leveloffset: 0
220
221 Offline circulation
222 -------------------
223
224 Need to extract this from the offline circulation documentation
225
226 include::admin/workstation_admin_receipt_template_editor.adoc[]
227
228 :leveloffset: 1
229
230 include::circulation/self_check_configuration.adoc[]
231
232 :leveloffset: 0
233
234
235 // Patron UX
236 Patron User Experience Administration
237 =====================================
238
239 Introduction
240 ------------
241
242 This section describes settings for the OPAC, including patron self-registration and other functionalities.
243
244 include::admin/SMS_messaging.adoc[]
245
246 include::opac/linked_libraries.adoc[]
247
248
249 Reports
250 =======
251
252 Introduction
253 ------------
254
255 Learn how to create and use reports in Evergreen.
256
257
258 include::reports/reporter_daemon.adoc[]
259
260 include::reports/reporter_folder.adoc[]
261
262 include::reports/reporter_create_templates.adoc[]
263
264 include::reports/reporter_generating_reports.adoc[]
265
266 include::reports/reporter_view_output.adoc[]
267
268 include::reports/reporter_cloning_shared_templates.adoc[]
269
270 include::reports/reporter_running_recurring_reports.adoc[]
271
272 include::reports/reporter_template_terminology.adoc[]
273
274 include::reports/reporter_template_enhancements.adoc[]
275
276 include::reports/reporter_export_usingpgAdmin.adoc[]
277
278
279
280 // Staff
281
282 Staff administration
283 ====================
284
285 Introduction
286 ------------
287
288 This section describes how to administer staff accounts.
289
290 :leveloffset: 1
291
292 include::admin_initial_setup/describing_your_people.adoc[]
293
294 :leveloffset: 0
295
296 include::admin/permissions.adoc[]
297
298 include::admin/lsa-work_log.adoc[]
299
300 include::admin/recent_staff_searches.adoc[]
301
302
303 :leveloffset: 0
304
305 include::shared/attributions.adoc[]
306
307 include::shared/end_matter.adoc[]
308