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
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  26
  27 include::admin/web_client-login.adoc[]
  28
  29 include::admin/web-client-browser-best-practices.adoc[]
  30
  31 :leveloffset: 0
  32
  33 include::shared/workstation_settings.adoc[]
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  36
  37 include::admin/librarysettings.adoc[]
  38
  39 :leveloffset: 0
  40
  41 Organizational Unit administration
  42 ==================================
  43
  44 :leveloffset: 1
  45
  46 include::admin_initial_setup/describing_your_organization.adoc[]
  47
  48 include::admin/lsa-standing_penalties.adoc[]
  49
  50 :leveloffset: 0
  51
  52 include::admin_initial_setup/ordering_materials.adoc[]
  53
  54 include::admin/acquisitions_admin.adoc[]
  55
  56
  57
  58 // Cat
  59 Cataloging administration
  60 =========================
  61
  62 include::admin/authorities.adoc[]
  63
  64 include::admin/cn_prefixes_and_suffixes.adoc[]
  65
  66 include::admin/lsa-statcat.adoc[]
  67
  68 include::admin/MARC_Import_Remove_Fields.adoc[]
  69
  70 include::admin/copy_tags_admin.adoc[]
  71
  72 include::admin/MARC_RAD_MVF_CRA.adoc[]
  73
  74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  75
  76 include::admin/copy_locations.adoc[]
  77
  78 :leveloffset: 1
  79
  80 include::admin_initial_setup/importing_via_staff_client.adoc[]
  81
  82 :leveloffset: 0
  83 // Circ
  84 Circulation administration
  85 ==========================
  86
  87
  88 Circulation policies
  89 --------------------
  90
  91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  92
  93
  94 :leveloffset: 2
  95
  96 include::admin_initial_setup/borrowing_items.adoc[]
  97
  98 include::admin/circulation_limit_groups.adoc[]
  99
 100 include::admin/hold_driven_recalls.adoc[]
 101
 102
 103 :leveloffset: 0
 104
 105 include::admin/copy_statuses.adoc[]
 106
 107 include::admin/circing_uncataloged_materials.adoc[]
 108
 109 include::admin/patron_self_registration.adoc[]
 110
 111
 112 Holds, transits, and resource sharing
 113 -------------------------------------
 114
 115 :leveloffset: 1
 116
 117 include::admin/age_hold_protection.adoc[]
 118
 119 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 120
 121 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 122
 123 :leveloffset: 2
 124
 125 include::admin/floating_groups.adoc[]
 126
 127 :leveloffset: 0
 128
 129 Working with money
 130 ------------------
 131
 132 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 133
 134 Accepting credit card payments
 135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 136
 137 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 138 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 139
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 141
 142 include::admin/desk_payments.adoc[]
 143
 144 include::circulation/user_buckets.adoc[]
 145
 146 :leveloffset: 0
 147
 148
 149 Circulation timesavers and workflows
 150 ------------------------------------
 151
 152 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 153
 154 :leveloffset: 1
 155
 156 include::admin/lsa-barcode_completion.adoc[]
 157
 158 include::admin/lsa-address_alert.adoc[]
 159
 160 :leveloffset: 0
 161
 162 Library closures
 163 ----------------
 164
 165 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 166
 167 include::admin/hours.adoc[]
 168
 169 include::admin/closed_dates.adoc[]
 170
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 172
 173 include::admin_initial_setup/hard_due_dates.adoc[]
 174
 175 :leveloffset: 0
 176
 177 include::admin/booking-admin.adoc[]
 178
 179 include::admin/workstation_admin_receipt_template_editor.adoc[]
 180
 181 :leveloffset: 1
 182
 183 include::circulation/self_check_configuration.adoc[]
 184
 185
 186 :leveloffset: 0
 187
 188 // SEARCH ADMIN
 189 Search Settings
 190 ===============
 191
 192 include::admin/search_settings_web_client.adoc[]
 193
 194 include::admin/popularity_badges_web_client.adoc[]
 195
 196
 197 // Patron UX
 198 Patron User Experience Administration
 199 =====================================
 200
 201 Introduction
 202 ------------
 203
 204 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 205
 206 include::admin/SMS_messaging.adoc[]
 207
 208 include::opac/linked_libraries.adoc[]
 209
 210
 211 Reports
 212 =======
 213
 214 Introduction
 215 ------------
 216
 217 Learn how to create and use reports in Evergreen.
 218
 219 include::reports/reporter_folder.adoc[]
 220
 221 include::reports/reporter_create_templates.adoc[]
 222
 223 include::reports/reporter_generating_reports.adoc[]
 224
 225 include::reports/reporter_view_output.adoc[]
 226
 227 include::reports/reporter_cloning_shared_templates.adoc[]
 228
 229 include::reports/reporter_running_recurring_reports.adoc[]
 230
 231 include::reports/reporter_template_terminology.adoc[]
 232
 233 include::reports/reporter_template_enhancements.adoc[]
 234
 235 include::reports/reporter_export_usingpgAdmin.adoc[]
 236
 237
 238
 239 // Staff
 240
 241 Staff administration
 242 ====================
 243
 244 Introduction
 245 ------------
 246
 247 This section describes how to administer staff accounts.
 248
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 250
 251 include::admin_initial_setup/describing_your_people.adoc[]
 252
 253 :leveloffset: 0
 254
 255 include::admin/permissions.adoc[]
 256
 257 include::admin/lsa-work_log.adoc[]
 258
 259 include::admin/recent_staff_searches.adoc[]
 260
 261
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 263
 264 include::shared/attributions.adoc[]
 265
 266 include::shared/end_matter.adoc[]
 267