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/MARC_RAD_MVF_CRA.adoc[]
72 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
74 include::admin/copy_locations.adoc[]
78 include::admin_initial_setup/importing_via_staff_client.adoc[]
82 Circulation administration
83 ==========================
89 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
94 include::admin_initial_setup/borrowing_items.adoc[]
96 include::admin/circulation_limit_groups.adoc[]
98 include::admin/hold_driven_recalls.adoc[]
103 include::admin/copy_statuses.adoc[]
105 include::admin/circing_uncataloged_materials.adoc[]
108 Holds, transits, and resource sharing
109 -------------------------------------
113 include::admin/age_hold_protection.adoc[]
115 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
117 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
121 include::admin/floating_groups.adoc[]
128 This section discusses how to manage and report on payments accepted by your library's circulation processes.
130 Accepting credit card payments
131 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
133 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
134 fines and other charges in the Public Catalog. Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
138 include::admin/desk_payments.adoc[]
140 include::circulation/user_buckets.adoc[]
145 Circulation timesavers and workflows
146 ------------------------------------
148 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
152 include::admin/lsa-barcode_completion.adoc[]
154 include::admin/lsa-address_alert.adoc[]
161 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
163 include::admin/hours.adoc[]
165 include::admin/closed_dates.adoc[]
169 include::admin_initial_setup/hard_due_dates.adoc[]
173 include::admin/booking-admin.adoc[]
175 include::admin/workstation_admin_receipt_template_editor.adoc[]
179 include::circulation/self_check_configuration.adoc[]
188 include::admin/search_settings_web_client.adoc[]
190 include::admin/popularity_badges_web_client.adoc[]
194 Patron User Experience Administration
195 =====================================
200 This section describes settings for the OPAC, including patron self-registration and other functionalities.
202 include::admin/SMS_messaging.adoc[]
204 include::opac/linked_libraries.adoc[]
213 Learn how to create and use reports in Evergreen.
215 include::reports/reporter_folder.adoc[]
217 include::reports/reporter_create_templates.adoc[]
219 include::reports/reporter_generating_reports.adoc[]
221 include::reports/reporter_view_output.adoc[]
223 include::reports/reporter_cloning_shared_templates.adoc[]
225 include::reports/reporter_running_recurring_reports.adoc[]
227 include::reports/reporter_template_terminology.adoc[]
229 include::reports/reporter_template_enhancements.adoc[]
231 include::reports/reporter_export_usingpgAdmin.adoc[]
243 This section describes how to administer staff accounts.
247 include::admin_initial_setup/describing_your_people.adoc[]
251 include::admin/permissions.adoc[]
253 include::admin/lsa-work_log.adoc[]
255 include::admin/recent_staff_searches.adoc[]
260 include::shared/attributions.adoc[]
262 include::shared/end_matter.adoc[]