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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  37
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  39
  40 Organizational Unit administration
  41 ==================================
  42
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  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  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
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  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
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  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
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 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
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 171
 172 include::admin_initial_setup/hard_due_dates.adoc[]
 173
 174 include::admin/booking-admin.adoc[]
 175
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 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
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 249
 250 include::admin_initial_setup/describing_your_people.adoc[]
 251
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 253
 254 include::admin/permissions.adoc[]
 255
 256 include::admin/lsa-work_log.adoc[]
 257
 258 include::admin/recent_staff_searches.adoc[]
 259
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 262
 263 include::shared/attributions.adoc[]
 264
 265 include::shared/end_matter.adoc[]
 266