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[]
73 include::admin/copy_locations.adoc[]
77 include::admin_initial_setup/importing_via_staff_client.adoc[]
81 Circulation administration
82 ==========================
88 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
93 include::admin_initial_setup/borrowing_items.adoc[]
95 include::admin/circulation_limit_groups.adoc[]
97 include::admin/hold_driven_recalls.adoc[]
102 include::admin/copy_statuses.adoc[]
104 include::admin/circing_uncataloged_materials.adoc[]
107 Holds, transits, and resource sharing
108 -------------------------------------
112 include::admin/age_hold_protection.adoc[]
114 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
116 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
120 include::admin/floating_groups.adoc[]
127 This section discusses how to manage and report on payments accepted by your library's circulation processes.
129 Accepting credit card payments
130 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
132 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
133 fines and other charges in the Public Catalog. Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
137 include::admin/desk_payments.adoc[]
139 include::circulation/user_buckets.adoc[]
144 Circulation timesavers and workflows
145 ------------------------------------
147 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
151 include::admin/lsa-barcode_completion.adoc[]
153 include::admin/lsa-address_alert.adoc[]
160 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
162 include::admin/hours.adoc[]
164 include::admin/closed_dates.adoc[]
168 include::admin_initial_setup/hard_due_dates.adoc[]
172 include::admin/booking-admin.adoc[]
174 include::admin/workstation_admin_receipt_template_editor.adoc[]
178 include::circulation/self_check_configuration.adoc[]
187 include::admin/search_settings_web_client.adoc[]
189 include::admin/popularity_badges_web_client.adoc[]
193 Patron User Experience Administration
194 =====================================
199 This section describes settings for the OPAC, including patron self-registration and other functionalities.
201 include::admin/SMS_messaging.adoc[]
203 include::opac/linked_libraries.adoc[]
212 Learn how to create and use reports in Evergreen.
214 include::reports/reporter_folder.adoc[]
216 include::reports/reporter_create_templates.adoc[]
218 include::reports/reporter_generating_reports.adoc[]
220 include::reports/reporter_view_output.adoc[]
222 include::reports/reporter_cloning_shared_templates.adoc[]
224 include::reports/reporter_running_recurring_reports.adoc[]
226 include::reports/reporter_template_terminology.adoc[]
228 include::reports/reporter_template_enhancements.adoc[]
230 include::reports/reporter_export_usingpgAdmin.adoc[]
242 This section describes how to administer staff accounts.
246 include::admin_initial_setup/describing_your_people.adoc[]
250 include::admin/permissions.adoc[]
252 include::admin/lsa-work_log.adoc[]
254 include::admin/recent_staff_searches.adoc[]
259 include::shared/attributions.adoc[]
261 include::shared/end_matter.adoc[]