d6bbea7d96db5cfb95667899a5b1314d75cbc16b
[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 :leveloffset: 0
30
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
32
33 :leveloffset: -1
34
35 include::admin/librarysettings.adoc[]
36
37
38 :leveloffset: 0
39
40 Organizational Unit administration
41 ==================================
42
43 :leveloffset: 1
44
45 include::admin_initial_setup/describing_your_organization.adoc[]
46
47 include::admin/lsa-standing_penalties.adoc[]
48
49 :leveloffset: 0
50
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 :leveloffset: 1
74
75 include::admin_initial_setup/importing_via_staff_client.adoc[]
76
77 :leveloffset: 0
78 // Circ
79 Circulation administration
80 ==========================
81
82
83 Circulation policies
84 --------------------
85
86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
87
88
89 :leveloffset: 2
90
91 include::admin_initial_setup/borrowing_items.adoc[]
92
93 include::admin/circulation_limit_groups.adoc[]
94
95 include::admin/hold_driven_recalls.adoc[]
96
97
98 :leveloffset: 0
99
100 include::admin/copy_statuses.adoc[]
101
102 include::admin/circing_uncataloged_materials.adoc[]
103
104
105 Holds, transits, and resource sharing
106 -------------------------------------
107
108 :leveloffset: 1
109
110 include::admin/age_hold_protection.adoc[]
111
112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
113
114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
115
116 :leveloffset: 2
117
118 include::admin/floating_groups.adoc[]
119
120 :leveloffset: 0
121
122 Working with money
123 ------------------
124
125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
126
127 Accepting credit card payments
128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
129
130 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
131 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
132
133 :leveloffset: 1
134
135 include::admin/desk_payments.adoc[]
136
137 include::circulation/user_buckets.adoc[]
138
139 :leveloffset: 0
140
141
142 Circulation timesavers and workflows
143 ------------------------------------
144
145 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
146
147 :leveloffset: 1
148
149 include::admin/lsa-barcode_completion.adoc[]
150
151 include::admin/lsa-address_alert.adoc[]
152
153 :leveloffset: 0
154
155 Library closures
156 ----------------
157
158 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
159
160 Library hours
161 ~~~~~~~~~~~~~
162
163 In OU settings
164
165 Closed dates
166 ~~~~~~~~~~~~
167
168 Need to move out of the describing your OU docs
169
170 :leveloffset: 1
171
172 include::admin_initial_setup/hard_due_dates.adoc[]
173
174 include::admin/booking-admin.adoc[]
175
176 :leveloffset: 0
177
178 include::admin/workstation_admin_receipt_template_editor.adoc[]
179
180 :leveloffset: 1
181
182 include::circulation/self_check_configuration.adoc[]
183
184
185 :leveloffset: 0
186
187 // SEARCH ADMIN
188 Search Settings
189 ===============
190
191 include::admin/search_settings_web_client.adoc[]
192
193 include::admin/popularity_badges_web_client.adoc[]
194
195
196 // Patron UX
197 Patron User Experience Administration
198 =====================================
199
200 Introduction
201 ------------
202
203 This section describes settings for the OPAC, including patron self-registration and other functionalities.
204
205 include::admin/SMS_messaging.adoc[]
206
207 include::opac/linked_libraries.adoc[]
208
209
210 Reports
211 =======
212
213 Introduction
214 ------------
215
216 Learn how to create and use reports in Evergreen.
217
218 include::reports/reporter_folder.adoc[]
219
220 include::reports/reporter_create_templates.adoc[]
221
222 include::reports/reporter_generating_reports.adoc[]
223
224 include::reports/reporter_view_output.adoc[]
225
226 include::reports/reporter_cloning_shared_templates.adoc[]
227
228 include::reports/reporter_running_recurring_reports.adoc[]
229
230 include::reports/reporter_template_terminology.adoc[]
231
232 include::reports/reporter_template_enhancements.adoc[]
233
234 include::reports/reporter_export_usingpgAdmin.adoc[]
235
236
237
238 // Staff
239
240 Staff administration
241 ====================
242
243 Introduction
244 ------------
245
246 This section describes how to administer staff accounts.
247
248 :leveloffset: 1
249
250 include::admin_initial_setup/describing_your_people.adoc[]
251
252 :leveloffset: 0
253
254 include::admin/permissions.adoc[]
255
256 include::admin/lsa-work_log.adoc[]
257
258 include::admin/recent_staff_searches.adoc[]
259
260
261 :leveloffset: 0
262
263 include::shared/attributions.adoc[]
264
265 include::shared/end_matter.adoc[]
266