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[]
199 include::admin/actiontriggers.adoc[]
207 include::admin/search_settings_web_client.adoc[]
209 include::admin/popularity_badges_web_client.adoc[]
213 include::admin/multilingual_search.adoc[]
215 include::admin/infrastructure_auth_browse.adoc[]
221 Patron User Experience Administration
222 =====================================
227 This section describes settings for the OPAC, including patron self-registration and other functionalities.
229 include::admin/SMS_messaging.adoc[]
231 include::opac/linked_libraries.adoc[]
240 Learn how to create and use reports in Evergreen.
242 include::reports/reporter_folder.adoc[]
244 include::reports/reporter_create_templates.adoc[]
246 include::reports/reporter_generating_reports.adoc[]
248 include::reports/reporter_view_output.adoc[]
250 include::reports/reporter_cloning_shared_templates.adoc[]
252 include::reports/reporter_running_recurring_reports.adoc[]
254 include::reports/reporter_template_terminology.adoc[]
256 include::reports/reporter_template_enhancements.adoc[]
258 include::reports/reporter_export_usingpgAdmin.adoc[]
270 This section describes how to administer staff accounts.
274 include::admin_initial_setup/describing_your_people.adoc[]
278 include::admin/permissions.adoc[]
280 include::admin/lsa-work_log.adoc[]
282 include::admin/staff_client-recent_searches.adoc[]
287 include::shared/attributions.adoc[]
289 include::shared/end_matter.adoc[]