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/lsa-standing_penalties.adoc[]
51 include::admin_initial_setup/ordering_materials.adoc[]
53 include::admin/acquisitions_admin.adoc[]
58 Cataloging administration
59 =========================
61 include::admin/authorities.adoc[]
63 include::admin/cn_prefixes_and_suffixes.adoc[]
65 include::admin/lsa-statcat.adoc[]
67 include::admin/MARC_Import_Remove_Fields.adoc[]
69 include::admin/MARC_RAD_MVF_CRA.adoc[]
71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
75 include::admin_initial_setup/importing_via_staff_client.adoc[]
79 Circulation administration
80 ==========================
86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
91 include::admin_initial_setup/borrowing_items.adoc[]
93 include::admin/circulation_limit_groups.adoc[]
95 include::admin/hold_driven_recalls.adoc[]
100 include::admin/copy_statuses.adoc[]
102 include::admin/circing_uncataloged_materials.adoc[]
105 Holds, transits, and resource sharing
106 -------------------------------------
110 include::admin/age_hold_protection.adoc[]
112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
118 include::admin/floating_groups.adoc[]
125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
127 Accepting credit card payments
128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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>>.
135 include::admin/desk_payments.adoc[]
137 include::circulation/user_buckets.adoc[]
142 Circulation timesavers and workflows
143 ------------------------------------
145 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
149 include::admin/lsa-barcode_completion.adoc[]
151 include::admin/lsa-address_alert.adoc[]
158 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
168 Need to move out of the describing your OU docs
172 include::admin_initial_setup/hard_due_dates.adoc[]
174 include::admin/booking-admin.adoc[]
178 include::admin/workstation_admin_receipt_template_editor.adoc[]
182 include::circulation/self_check_configuration.adoc[]
191 include::admin/search_settings_web_client.adoc[]
193 include::admin/popularity_badges_web_client.adoc[]
197 Patron User Experience Administration
198 =====================================
203 This section describes settings for the OPAC, including patron self-registration and other functionalities.
205 include::admin/SMS_messaging.adoc[]
207 include::opac/linked_libraries.adoc[]
216 Learn how to create and use reports in Evergreen.
218 include::reports/reporter_folder.adoc[]
220 include::reports/reporter_create_templates.adoc[]
222 include::reports/reporter_generating_reports.adoc[]
224 include::reports/reporter_view_output.adoc[]
226 include::reports/reporter_cloning_shared_templates.adoc[]
228 include::reports/reporter_running_recurring_reports.adoc[]
230 include::reports/reporter_template_terminology.adoc[]
232 include::reports/reporter_template_enhancements.adoc[]
234 include::reports/reporter_export_usingpgAdmin.adoc[]
246 This section describes how to administer staff accounts.
250 include::admin_initial_setup/describing_your_people.adoc[]
254 include::admin/permissions.adoc[]
256 include::admin/lsa-work_log.adoc[]
258 include::admin/recent_staff_searches.adoc[]
263 include::shared/attributions.adoc[]
265 include::shared/end_matter.adoc[]