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[]
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
35 include::admin/librarysettings.adoc[]
40 Organizational Unit administration
41 ==================================
45 include::admin_initial_setup/describing_your_organization.adoc[]
47 include::admin_initial_setup/lsa-closed.adoc[]
49 include::admin_initial_setup/lsa-standing_penalties.adoc[]
53 include::admin_initial_setup/ordering_materials.adoc[]
55 include::admin/acquisitions_admin.adoc[]
60 Cataloging administration
61 =========================
63 include::admin/authorities.adoc[]
65 include::admin/cn_prefixes_and_suffixes.adoc[]
67 include::admin/lsa-statcat.adoc[]
69 include::admin/MARC_Import_Remove_Fields.adoc[]
71 include::admin/MARC_RAD_MVF_CRA.adoc[]
73 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
77 include::admin_initial_setup/importing_via_staff_client.adoc[]
81 Circulation administration
82 ==========================
88 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
93 include::admin_initial_setup/borrowing_items.adoc[]
95 include::admin/circulation_limit_groups.adoc[]
97 include::admin/hold_driven_recalls.adoc[]
102 include::admin/copy_statuses.adoc[]
104 include::circulation/self_check.adoc[]
108 Circulating uncataloged materials
109 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
111 This section discusses settings for circulating items that are not cataloged.
113 Pre-cataloged item settings
114 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
116 Needs to be written. There is a Pre-cat Item Circ Lib OU setting.
118 Non-cataloged item settings
119 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
121 Needs to be written. This is about Local Admin > Non-cataloged item type.
126 This section discusses hold policies.
128 Transits and resource sharing
129 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
131 This section offers specific information and guidance about holds that involve multiple libraries.
135 include::admin/age_hold_protection.adoc[]
137 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
139 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
143 include::admin/floating_groups.adoc[]
150 This section discusses how to manage and report on payments accepted by your library's circulation processes.
152 Accepting credit card payments
153 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
155 Evergreen can accept credit card payments.
160 Some info in the current Library Settings Editor docs
162 Paypal, Authorize.net, etc.
163 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
165 This section needs to be written
170 This section needs to be written
175 This section needs to be written
177 Circulation timesavers and workflows
178 ------------------------------------
180 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
184 include::admin/lsa-barcode_completion.adoc[]
186 include::admin/lsa-address_alert.adoc[]
188 include::admin/patron_address_by_zip_code.adoc[]
195 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
205 Need to move out of the describing your OU docs
209 include::admin_initial_setup/hard_due_dates.adoc[]
220 include::admin/booking-admin.adoc[]
227 Need to extract this from the offline circulation documentation
229 include::admin/workstation_admin_receipt_template_editor.adoc[]
231 Self-check administration
232 -------------------------
234 Need to extract this from the self-check documentation
237 Patron User Experience Administration
238 =====================================
243 This section describes settings for the OPAC, including patron self-registration and other functionalities.
245 include::admin/SMS_messaging.adoc[]
247 include::opac/linked_libraries.adoc[]
256 Learn how to create and use reports in Evergreen.
259 include::reports/reporter_daemon.adoc[]
261 include::reports/reporter_folder.adoc[]
263 include::reports/reporter_create_templates.adoc[]
265 include::reports/reporter_generating_reports.adoc[]
267 include::reports/reporter_view_output.adoc[]
269 include::reports/reporter_cloning_shared_templates.adoc[]
271 include::reports/reporter_running_recurring_reports.adoc[]
273 include::reports/reporter_template_terminology.adoc[]
275 include::reports/reporter_template_enhancements.adoc[]
277 include::reports/reporter_export_usingpgAdmin.adoc[]
289 This section describes how to administer staff accounts.
293 include::admin_initial_setup/describing_your_people.adoc[]
297 include::admin/permissions.adoc[]
299 include::admin/lsa-work_log.adoc[]
301 include::admin/recent_staff_searches.adoc[]
306 include::shared/attributions.adoc[]
308 include::shared/end_matter.adoc[]