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
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  27 include::admin/web_client-login.adoc[]
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  30
  31 include::admin/web_client-browser-tab-shortcuts.adoc[]
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  35 include::admin/librarysettings.adoc[]
  36
  37
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  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[]
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  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
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  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
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  99
 100 include::admin/copy_statuses.adoc[]
 101
 102 include::admin/circing_uncataloged_materials.adoc[]
 103
 104
 105 Hold policies
 106 -------------
 107
 108 This section discusses hold policies.
 109
 110 Transits and resource sharing
 111 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 112
 113 This section offers specific information and guidance about holds that involve multiple libraries.
 114
 115 :leveloffset: 2
 116
 117 include::admin/age_hold_protection.adoc[]
 118
 119 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 120
 121 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 122
 123 :leveloffset: 3
 124
 125 include::admin/floating_groups.adoc[]
 126
 127 :leveloffset: 0
 128
 129 Working with money
 130 ------------------
 131
 132 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 133
 134 Accepting credit card payments
 135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 136
 137 Evergreen can accept credit card payments.
 138
 139 Stripe
 140 ^^^^^^
 141
 142 Some info in the current Library Settings Editor docs
 143
 144 Paypal, Authorize.net, etc.
 145 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 146
 147 This section needs to be written
 148
 149 Cash reports
 150 ~~~~~~~~~~~~
 151
 152 This section needs to be written
 153
 154 Negative balances
 155 ~~~~~~~~~~~~~~~~~
 156
 157 This section needs to be written
 158
 159
 160 Circulation timesavers and workflows
 161 ------------------------------------
 162
 163 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 164
 165 :leveloffset: 1
 166
 167 include::admin/lsa-barcode_completion.adoc[]
 168
 169 include::admin/lsa-address_alert.adoc[]
 170
 171 include::admin/patron_address_by_zip_code.adoc[]
 172
 173 :leveloffset: 0
 174
 175 Library closures
 176 ----------------
 177
 178 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 179
 180 Library hours
 181 ~~~~~~~~~~~~~
 182
 183 In OU settings
 184
 185 Closed dates
 186 ~~~~~~~~~~~~
 187
 188 Need to move out of the describing your OU docs
 189
 190 :leveloffset: 1
 191
 192 include::admin_initial_setup/hard_due_dates.adoc[]
 193
 194 :leveloffset: 0
 195
 196 Age to lost
 197 ~~~~~~~~~~~
 198
 199 No documentation yet
 200
 201 :leveloffset: 1
 202
 203 include::admin/booking-admin.adoc[]
 204
 205 :leveloffset: 0
 206
 207 Offline circulation
 208 -------------------
 209
 210 Need to extract this from the offline circulation documentation
 211
 212 include::admin/workstation_admin_receipt_template_editor.adoc[]
 213
 214 :leveloffset: 1
 215
 216 include::circulation/self_check_configuration.adoc[]
 217
 218 :leveloffset: 0
 219
 220
 221 // Patron UX
 222 Patron User Experience Administration
 223 =====================================
 224
 225 Introduction
 226 ------------
 227
 228 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 229
 230 include::admin/SMS_messaging.adoc[]
 231
 232 include::opac/linked_libraries.adoc[]
 233
 234
 235 Reports
 236 =======
 237
 238 Introduction
 239 ------------
 240
 241 Learn how to create and use reports in Evergreen.
 242
 243
 244 include::reports/reporter_daemon.adoc[]
 245
 246 include::reports/reporter_folder.adoc[]
 247
 248 include::reports/reporter_create_templates.adoc[]
 249
 250 include::reports/reporter_generating_reports.adoc[]
 251
 252 include::reports/reporter_view_output.adoc[]
 253
 254 include::reports/reporter_cloning_shared_templates.adoc[]
 255
 256 include::reports/reporter_running_recurring_reports.adoc[]
 257
 258 include::reports/reporter_template_terminology.adoc[]
 259
 260 include::reports/reporter_template_enhancements.adoc[]
 261
 262 include::reports/reporter_export_usingpgAdmin.adoc[]
 263
 264
 265
 266 // Staff
 267
 268 Staff administration
 269 ====================
 270
 271 Introduction
 272 ------------
 273
 274 This section describes how to administer staff accounts.
 275
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 277
 278 include::admin_initial_setup/describing_your_people.adoc[]
 279
 280 :leveloffset: 0
 281
 282 include::admin/permissions.adoc[]
 283
 284 include::admin/lsa-work_log.adoc[]
 285
 286 include::admin/recent_staff_searches.adoc[]
 287
 288
 289 :leveloffset: 0
 290
 291 include::shared/attributions.adoc[]
 292
 293 include::shared/end_matter.adoc[]
 294