Docs: virtual index definitions
[Evergreen.git] / 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
25 :leveloffset: -1
26
27 include::admin/web_client-login.adoc[]
28
29 include::admin/web-client-browser-best-practices.adoc[]
30
31 :leveloffset: 0
32
33 include::shared/workstation_settings.adoc[]
34
35 :leveloffset: -1
36
37 include::admin/librarysettings.adoc[]
38
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[]
49
50 :leveloffset: 0
51
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
127 :leveloffset: 2
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
144 :leveloffset: 1
145
146 include::admin/desk_payments.adoc[]
147
148 :leveloffset: 0
149
150 include::admin/allowed_payments.adoc[]
151
152 :leveloffset: 1
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
183 :leveloffset: 1
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 include::admin/virtual_index_defs.adoc[]
215
216 :leveloffset: 0
217
218
219 // Patron UX
220 Patron User Experience Administration
221 =====================================
222
223 Introduction
224 ------------
225
226 This section describes settings for the OPAC, including patron self-registration and other functionalities.
227
228 include::admin/SMS_messaging.adoc[]
229
230 include::opac/linked_libraries.adoc[]
231
232
233 Reports
234 =======
235
236 Introduction
237 ------------
238
239 Learn how to create and use reports in Evergreen.
240
241 include::reports/reporter_folder.adoc[]
242
243 include::reports/reporter_create_templates.adoc[]
244
245 include::reports/reporter_generating_reports.adoc[]
246
247 include::reports/reporter_view_output.adoc[]
248
249 include::reports/reporter_cloning_shared_templates.adoc[]
250
251 include::reports/reporter_running_recurring_reports.adoc[]
252
253 include::reports/reporter_template_terminology.adoc[]
254
255 include::reports/reporter_template_enhancements.adoc[]
256
257 include::reports/reporter_export_usingpgAdmin.adoc[]
258
259
260
261 // Staff
262
263 Staff administration
264 ====================
265
266 Introduction
267 ------------
268
269 This section describes how to administer staff accounts.
270
271 :leveloffset: 1
272
273 include::admin_initial_setup/describing_your_people.adoc[]
274
275 :leveloffset: 0
276
277 include::admin/permissions.adoc[]
278
279 include::admin/lsa-work_log.adoc[]
280
281 include::admin/staff_client-recent_searches.adoc[]
282
283
284 :leveloffset: 0
285
286 include::shared/attributions.adoc[]
287
288 include::shared/end_matter.adoc[]
289