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[]
29 include::admin/web-client-browser-best-practices.adoc[]
33 include::shared/workstation_settings.adoc[]
37 include::admin/librarysettings.adoc[]
41 Organizational Unit administration
42 ==================================
46 include::admin_initial_setup/describing_your_organization.adoc[]
48 include::admin/lsa-standing_penalties.adoc[]
52 include::admin_initial_setup/ordering_materials.adoc[]
54 include::admin/acquisitions_admin.adoc[]
59 Cataloging administration
60 =========================
62 include::admin/authorities.adoc[]
64 include::admin/cn_prefixes_and_suffixes.adoc[]
66 include::admin/lsa-statcat.adoc[]
68 include::admin/MARC_Import_Remove_Fields.adoc[]
70 include::admin/copy_tags_admin.adoc[]
72 include::admin/MARC_RAD_MVF_CRA.adoc[]
74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
76 include::admin/copy_locations.adoc[]
80 include::admin_initial_setup/importing_via_staff_client.adoc[]
84 Circulation administration
85 ==========================
91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
96 include::admin_initial_setup/borrowing_items.adoc[]
98 include::admin/autorenewals.adoc[]
100 include::admin/circulation_limit_groups.adoc[]
102 include::admin/hold_driven_recalls.adoc[]
107 include::admin/copy_statuses.adoc[]
109 include::admin/circing_uncataloged_materials.adoc[]
111 include::admin/patron_registration.adoc[]
113 include::admin/patron_self_registration.adoc[]
116 Holds, transits, and resource sharing
117 -------------------------------------
121 include::admin/age_hold_protection.adoc[]
123 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
125 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
129 include::admin/floating_groups.adoc[]
136 This section discusses how to manage and report on payments accepted by your library's circulation processes.
138 Accepting credit card payments
139 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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>>.
146 include::admin/desk_payments.adoc[]
150 include::admin/allowed_payments.adoc[]
154 include::circulation/user_buckets.adoc[]
159 Circulation timesavers and workflows
160 ------------------------------------
162 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
166 include::admin/lsa-barcode_completion.adoc[]
168 include::admin/lsa-address_alert.adoc[]
175 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
177 include::admin/hours.adoc[]
179 include::admin/closed_dates.adoc[]
181 include::admin/emergency_closing_handler.adoc[]
185 include::admin_initial_setup/hard_due_dates.adoc[]
189 include::admin/booking-admin.adoc[]
191 include::admin/receipt_template_editor.adoc[]
195 include::circulation/self_check_configuration.adoc[]
204 include::admin/search_settings_web_client.adoc[]
206 include::admin/popularity_badges_web_client.adoc[]
210 include::admin/multilingual_search.adoc[]
212 include::admin/infrastructure_auth_browse.adoc[]
218 Patron User Experience Administration
219 =====================================
224 This section describes settings for the OPAC, including patron self-registration and other functionalities.
226 include::admin/SMS_messaging.adoc[]
228 include::opac/linked_libraries.adoc[]
237 Learn how to create and use reports in Evergreen.
239 include::reports/reporter_folder.adoc[]
241 include::reports/reporter_create_templates.adoc[]
243 include::reports/reporter_generating_reports.adoc[]
245 include::reports/reporter_view_output.adoc[]
247 include::reports/reporter_cloning_shared_templates.adoc[]
249 include::reports/reporter_running_recurring_reports.adoc[]
251 include::reports/reporter_template_terminology.adoc[]
253 include::reports/reporter_template_enhancements.adoc[]
255 include::reports/reporter_export_usingpgAdmin.adoc[]
267 This section describes how to administer staff accounts.
271 include::admin_initial_setup/describing_your_people.adoc[]
275 include::admin/permissions.adoc[]
277 include::admin/lsa-work_log.adoc[]
279 include::admin/staff_client-recent_searches.adoc[]
284 include::shared/attributions.adoc[]
286 include::shared/end_matter.adoc[]