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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  26
  27 include::admin/web_client-login.adoc[]
  28
  29 include::admin/web-client-browser-best-practices.adoc[]
  30
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  32
  33 include::shared/workstation_settings.adoc[]
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  37 include::admin/librarysettings.adoc[]
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  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[]
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  50 :leveloffset: 0
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  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/copy_tags_admin.adoc[]
  71
  72 include::admin/MARC_RAD_MVF_CRA.adoc[]
  73
  74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  75
  76 include::admin/copy_locations.adoc[]
  77
  78 :leveloffset: 1
  79
  80 include::admin_initial_setup/importing_via_staff_client.adoc[]
  81
  82 :leveloffset: 0
  83 // Circ
  84 Circulation administration
  85 ==========================
  86
  87
  88 Circulation policies
  89 --------------------
  90
  91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  92
  93
  94 :leveloffset: 2
  95
  96 include::admin_initial_setup/borrowing_items.adoc[]
  97
  98 include::admin/autorenewals.adoc[]
  99
 100 include::admin/circulation_limit_groups.adoc[]
 101
 102 include::admin/hold_driven_recalls.adoc[]
 103
 104
 105 :leveloffset: 0
 106
 107 include::admin/copy_statuses.adoc[]
 108
 109 include::admin/circing_uncataloged_materials.adoc[]
 110
 111 include::admin/patron_registration.adoc[]
 112
 113 include::admin/patron_self_registration.adoc[]
 114
 115
 116 Holds, transits, and resource sharing
 117 -------------------------------------
 118
 119 :leveloffset: 1
 120
 121 include::admin/age_hold_protection.adoc[]
 122
 123 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 124
 125 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 126
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 128
 129 include::admin/floating_groups.adoc[]
 130
 131 :leveloffset: 0
 132
 133 Working with money
 134 ------------------
 135
 136 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 137
 138 Accepting credit card payments
 139 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 140
 141 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 142 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 143
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 145
 146 include::admin/desk_payments.adoc[]
 147
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 149
 150 include::admin/allowed_payments.adoc[]
 151
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 153
 154 include::circulation/user_buckets.adoc[]
 155
 156 :leveloffset: 0
 157
 158
 159 Circulation timesavers and workflows
 160 ------------------------------------
 161
 162 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 163
 164 :leveloffset: 1
 165
 166 include::admin/lsa-barcode_completion.adoc[]
 167
 168 include::admin/lsa-address_alert.adoc[]
 169
 170 :leveloffset: 0
 171
 172 Library closures
 173 ----------------
 174
 175 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 176
 177 include::admin/hours.adoc[]
 178
 179 include::admin/closed_dates.adoc[]
 180
 181 include::admin/emergency_closing_handler.adoc[]
 182
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 184
 185 include::admin_initial_setup/hard_due_dates.adoc[]
 186
 187 :leveloffset: 0
 188
 189 include::admin/booking-admin.adoc[]
 190
 191 include::admin/receipt_template_editor.adoc[]
 192
 193 :leveloffset: 1
 194
 195 include::circulation/self_check_configuration.adoc[]
 196
 197
 198 :leveloffset: 0
 199
 200 // SEARCH ADMIN
 201 Search Settings
 202 ===============
 203
 204 include::admin/search_settings_web_client.adoc[]
 205
 206 include::admin/popularity_badges_web_client.adoc[]
 207
 208 :leveloffset: -1
 209
 210 include::admin/multilingual_search.adoc[]
 211
 212 include::admin/infrastructure_auth_browse.adoc[]
 213
 214 :leveloffset: 0
 215
 216
 217 // Patron UX
 218 Patron User Experience Administration
 219 =====================================
 220
 221 Introduction
 222 ------------
 223
 224 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 225
 226 include::admin/SMS_messaging.adoc[]
 227
 228 include::opac/linked_libraries.adoc[]
 229
 230
 231 Reports
 232 =======
 233
 234 Introduction
 235 ------------
 236
 237 Learn how to create and use reports in Evergreen.
 238
 239 include::reports/reporter_folder.adoc[]
 240
 241 include::reports/reporter_create_templates.adoc[]
 242
 243 include::reports/reporter_generating_reports.adoc[]
 244
 245 include::reports/reporter_view_output.adoc[]
 246
 247 include::reports/reporter_cloning_shared_templates.adoc[]
 248
 249 include::reports/reporter_running_recurring_reports.adoc[]
 250
 251 include::reports/reporter_template_terminology.adoc[]
 252
 253 include::reports/reporter_template_enhancements.adoc[]
 254
 255 include::reports/reporter_export_usingpgAdmin.adoc[]
 256
 257
 258
 259 // Staff
 260
 261 Staff administration
 262 ====================
 263
 264 Introduction
 265 ------------
 266
 267 This section describes how to administer staff accounts.
 268
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 270
 271 include::admin_initial_setup/describing_your_people.adoc[]
 272
 273 :leveloffset: 0
 274
 275 include::admin/permissions.adoc[]
 276
 277 include::admin/lsa-work_log.adoc[]
 278
 279 include::admin/staff_client-recent_searches.adoc[]
 280
 281
 282 :leveloffset: 0
 283
 284 include::shared/attributions.adoc[]
 285
 286 include::shared/end_matter.adoc[]
 287