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[]
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  27 include::admin/web_client-login.adoc[]
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  31 include::admin/web_client-browser-tab-shortcuts.adoc[]
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  35 include::admin/librarysettings.adoc[]
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  39
  40 Organizational Unit administration
  41 ==================================
  42
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  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  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 include::admin/copy_locations.adoc[]
  74
  75 :leveloffset: 1
  76
  77 include::admin_initial_setup/importing_via_staff_client.adoc[]
  78
  79 :leveloffset: 0
  80 // Circ
  81 Circulation administration
  82 ==========================
  83
  84
  85 Circulation policies
  86 --------------------
  87
  88 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  89
  90
  91 :leveloffset: 2
  92
  93 include::admin_initial_setup/borrowing_items.adoc[]
  94
  95 include::admin/circulation_limit_groups.adoc[]
  96
  97 include::admin/hold_driven_recalls.adoc[]
  98
  99
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 101
 102 include::admin/copy_statuses.adoc[]
 103
 104 include::admin/circing_uncataloged_materials.adoc[]
 105
 106
 107 Holds, transits, and resource sharing
 108 -------------------------------------
 109
 110 :leveloffset: 1
 111
 112 include::admin/age_hold_protection.adoc[]
 113
 114 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 115
 116 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 117
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 119
 120 include::admin/floating_groups.adoc[]
 121
 122 :leveloffset: 0
 123
 124 Working with money
 125 ------------------
 126
 127 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 128
 129 Accepting credit card payments
 130 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 131
 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>>.
 134
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 137 include::admin/desk_payments.adoc[]
 138
 139 include::circulation/user_buckets.adoc[]
 140
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 142
 143
 144 Circulation timesavers and workflows
 145 ------------------------------------
 146
 147 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 148
 149 :leveloffset: 1
 150
 151 include::admin/lsa-barcode_completion.adoc[]
 152
 153 include::admin/lsa-address_alert.adoc[]
 154
 155 :leveloffset: 0
 156
 157 Library closures
 158 ----------------
 159
 160 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 161
 162 include::admin/hours.adoc[]
 163
 164 include::admin/closed_dates.adoc[]
 165
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 168 include::admin_initial_setup/hard_due_dates.adoc[]
 169
 170 :leveloffset: 0
 171
 172 include::admin/booking-admin.adoc[]
 173
 174 include::admin/workstation_admin_receipt_template_editor.adoc[]
 175
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 177
 178 include::circulation/self_check_configuration.adoc[]
 179
 180
 181 :leveloffset: 0
 182
 183 // SEARCH ADMIN
 184 Search Settings
 185 ===============
 186
 187 include::admin/search_settings_web_client.adoc[]
 188
 189 include::admin/popularity_badges_web_client.adoc[]
 190
 191
 192 // Patron UX
 193 Patron User Experience Administration
 194 =====================================
 195
 196 Introduction
 197 ------------
 198
 199 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 200
 201 include::admin/SMS_messaging.adoc[]
 202
 203 include::opac/linked_libraries.adoc[]
 204
 205
 206 Reports
 207 =======
 208
 209 Introduction
 210 ------------
 211
 212 Learn how to create and use reports in Evergreen.
 213
 214 include::reports/reporter_folder.adoc[]
 215
 216 include::reports/reporter_create_templates.adoc[]
 217
 218 include::reports/reporter_generating_reports.adoc[]
 219
 220 include::reports/reporter_view_output.adoc[]
 221
 222 include::reports/reporter_cloning_shared_templates.adoc[]
 223
 224 include::reports/reporter_running_recurring_reports.adoc[]
 225
 226 include::reports/reporter_template_terminology.adoc[]
 227
 228 include::reports/reporter_template_enhancements.adoc[]
 229
 230 include::reports/reporter_export_usingpgAdmin.adoc[]
 231
 232
 233
 234 // Staff
 235
 236 Staff administration
 237 ====================
 238
 239 Introduction
 240 ------------
 241
 242 This section describes how to administer staff accounts.
 243
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 246 include::admin_initial_setup/describing_your_people.adoc[]
 247
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 249
 250 include::admin/permissions.adoc[]
 251
 252 include::admin/lsa-work_log.adoc[]
 253
 254 include::admin/recent_staff_searches.adoc[]
 255
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 259 include::shared/attributions.adoc[]
 260
 261 include::shared/end_matter.adoc[]
 262