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[]
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  27 include::admin/web_client-login.adoc[]
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  31 include::admin/web_client-browser-tab-shortcuts.adoc[]
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  35 include::admin/librarysettings.adoc[]
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  39
  40 Organizational Unit administration
  41 ==================================
  42
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  44
  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin_initial_setup/lsa-closed.adoc[]
  48
  49 include::admin_initial_setup/lsa-standing_penalties.adoc[]
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  53 include::admin_initial_setup/ordering_materials.adoc[]
  54
  55 include::admin/acquisitions_admin.adoc[]
  56
  57
  58
  59 // Cat
  60 Cataloging administration
  61 =========================
  62
  63 include::admin/authorities.adoc[]
  64
  65 include::admin/cn_prefixes_and_suffixes.adoc[]
  66
  67 include::admin/lsa-statcat.adoc[]
  68
  69 include::admin/MARC_Import_Remove_Fields.adoc[]
  70
  71 include::admin/MARC_RAD_MVF_CRA.adoc[]
  72
  73 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
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  77 include::admin_initial_setup/importing_via_staff_client.adoc[]
  78
  79 :leveloffset: 0
  80 // Circ
  81 Circulation administration
  82 ==========================
  83
  84
  85 Circulation policies
  86 --------------------
  87
  88 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  89
  90
  91 :leveloffset: 2
  92
  93 include::admin_initial_setup/borrowing_items.adoc[]
  94
  95 include::admin/circulation_limit_groups.adoc[]
  96
  97 include::admin/hold_driven_recalls.adoc[]
  98
  99
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 101
 102 include::admin/copy_statuses.adoc[]
 103
 104 include::circulation/self_check.adoc[]
 105
 106
 107
 108 Circulating uncataloged materials
 109 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 110
 111 This section discusses settings for circulating items that are not cataloged.
 112
 113 Pre-cataloged item settings
 114 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 115
 116 Needs to be written.  There is a Pre-cat Item Circ Lib OU setting.
 117
 118 Non-cataloged item settings
 119 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 120
 121 Needs to be written.  This is about Local Admin > Non-cataloged item type.
 122
 123 Hold policies
 124 -------------
 125
 126 This section discusses hold policies.
 127
 128 Transits and resource sharing
 129 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 130
 131 This section offers specific information and guidance about holds that involve multiple libraries.
 132
 133 :leveloffset: 2
 134
 135 include::admin/age_hold_protection.adoc[]
 136
 137 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 138
 139 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 140
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 142
 143 include::admin/floating_groups.adoc[]
 144
 145 :leveloffset: 0
 146
 147 Working with money
 148 ------------------
 149
 150 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 151
 152 Accepting credit card payments
 153 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 154
 155 Evergreen can accept credit card payments.
 156
 157 Stripe
 158 ^^^^^^
 159
 160 Some info in the current Library Settings Editor docs
 161
 162 Paypal, Authorize.net, etc.
 163 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 164
 165 This section needs to be written
 166
 167 Cash reports
 168 ~~~~~~~~~~~~
 169
 170 This section needs to be written
 171
 172 Negative balances
 173 ~~~~~~~~~~~~~~~~~
 174
 175 This section needs to be written
 176
 177 Circulation timesavers and workflows
 178 ------------------------------------
 179
 180 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 181
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 183
 184 include::admin/lsa-barcode_completion.adoc[]
 185
 186 include::admin/lsa-address_alert.adoc[]
 187
 188 include::admin/patron_address_by_zip_code.adoc[]
 189
 190 :leveloffset: 0
 191
 192 Library closures
 193 ----------------
 194
 195 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 196
 197 Library hours
 198 ~~~~~~~~~~~~~
 199
 200 In OU settings
 201
 202 Closed dates
 203 ~~~~~~~~~~~~
 204
 205 Need to move out of the describing your OU docs
 206
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 208
 209 include::admin_initial_setup/hard_due_dates.adoc[]
 210
 211 :leveloffset: 0
 212
 213 Age to lost
 214 ~~~~~~~~~~~
 215
 216 No documentation yet
 217
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 219
 220 include::admin/booking-admin.adoc[]
 221
 222 :leveloffset: 0
 223
 224 Offline circulation
 225 -------------------
 226
 227 Need to extract this from the offline circulation documentation
 228
 229 include::admin/workstation_admin_receipt_template_editor.adoc[]
 230
 231 Self-check administration
 232 -------------------------
 233
 234 Need to extract this from the self-check documentation
 235
 236 // Patron UX
 237 Patron User Experience Administration
 238 =====================================
 239
 240 Introduction
 241 ------------
 242
 243 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 244
 245 include::admin/SMS_messaging.adoc[]
 246
 247 include::opac/linked_libraries.adoc[]
 248
 249
 250 Reports
 251 =======
 252
 253 Introduction
 254 ------------
 255
 256 Learn how to create and use reports in Evergreen.
 257
 258
 259 include::reports/reporter_daemon.adoc[]
 260
 261 include::reports/reporter_folder.adoc[]
 262
 263 include::reports/reporter_create_templates.adoc[]
 264
 265 include::reports/reporter_generating_reports.adoc[]
 266
 267 include::reports/reporter_view_output.adoc[]
 268
 269 include::reports/reporter_cloning_shared_templates.adoc[]
 270
 271 include::reports/reporter_running_recurring_reports.adoc[]
 272
 273 include::reports/reporter_template_terminology.adoc[]
 274
 275 include::reports/reporter_template_enhancements.adoc[]
 276
 277 include::reports/reporter_export_usingpgAdmin.adoc[]
 278
 279
 280
 281 // Staff
 282
 283 Staff administration
 284 ====================
 285
 286 Introduction
 287 ------------
 288
 289 This section describes how to administer staff accounts.
 290
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 292
 293 include::admin_initial_setup/describing_your_people.adoc[]
 294
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 296
 297 include::admin/permissions.adoc[]
 298
 299 include::admin/lsa-work_log.adoc[]
 300
 301 include::admin/recent_staff_searches.adoc[]
 302
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 305
 306 include::shared/attributions.adoc[]
 307
 308 include::shared/end_matter.adoc[]
 309