Docs reorg: Correcting contents of staff client system administration
[Evergreen.git] / 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
25 :leveloffset: -1
26
27 include::admin/web_client-login.adoc[]
28
29 :leveloffset: 0
30
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
32
33 :leveloffset: -1
34
35 include::admin/librarysettings.adoc[]
36
37
38 :leveloffset: 0
39
40 Organizational Unit administration
41 ==================================
42
43 :leveloffset: 1
44
45 include::admin_initial_setup/describing_your_organization.adoc[]
46
47 include::admin/lsa-standing_penalties.adoc[]
48
49 :leveloffset: 0
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
74
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
98 :leveloffset: 0
99
100 include::admin/copy_statuses.adoc[]
101
102 include::circulation/self_check.adoc[]
103
104
105
106 Circulating uncataloged materials
107 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
108
109 This section discusses settings for circulating items that are not cataloged.
110
111 Pre-cataloged item settings
112 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
113
114 Needs to be written.  There is a Pre-cat Item Circ Lib OU setting.
115
116 Non-cataloged item settings
117 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
118
119 Needs to be written.  This is about Local Admin > Non-cataloged item type.
120
121 Hold policies
122 -------------
123
124 This section discusses hold policies.
125
126 Transits and resource sharing
127 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
128
129 This section offers specific information and guidance about holds that involve multiple libraries.
130
131 :leveloffset: 2
132
133 include::admin/age_hold_protection.adoc[]
134
135 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
136
137 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
138
139 :leveloffset: 3
140
141 include::admin/floating_groups.adoc[]
142
143 :leveloffset: 0
144
145 Working with money
146 ------------------
147
148 This section discusses how to manage and report on payments accepted by your library's circulation processes.
149
150 Accepting credit card payments
151 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
152
153 Evergreen can accept credit card payments.
154
155 Stripe
156 ^^^^^^
157
158 Some info in the current Library Settings Editor docs
159
160 Paypal, Authorize.net, etc.
161 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
162
163 This section needs to be written
164
165 Cash reports
166 ~~~~~~~~~~~~
167
168 This section needs to be written
169
170 Negative balances
171 ~~~~~~~~~~~~~~~~~
172
173 This section needs to be written
174
175 Circulation timesavers and workflows
176 ------------------------------------
177
178 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
179
180 :leveloffset: 1
181
182 include::admin/lsa-barcode_completion.adoc[]
183
184 include::admin/lsa-address_alert.adoc[]
185
186 include::admin/patron_address_by_zip_code.adoc[]
187
188 :leveloffset: 0
189
190 Library closures
191 ----------------
192
193 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
194
195 Library hours
196 ~~~~~~~~~~~~~
197
198 In OU settings
199
200 Closed dates
201 ~~~~~~~~~~~~
202
203 Need to move out of the describing your OU docs
204
205 :leveloffset: 1
206
207 include::admin_initial_setup/hard_due_dates.adoc[]
208
209 :leveloffset: 0
210
211 Age to lost
212 ~~~~~~~~~~~
213
214 No documentation yet
215
216 :leveloffset: 1
217
218 include::admin/booking-admin.adoc[]
219
220 :leveloffset: 0
221
222 Offline circulation
223 -------------------
224
225 Need to extract this from the offline circulation documentation
226
227 include::admin/workstation_admin_receipt_template_editor.adoc[]
228
229 Self-check administration
230 -------------------------
231
232 Need to extract this from the self-check documentation
233
234 // Patron UX
235 Patron User Experience Administration
236 =====================================
237
238 Introduction
239 ------------
240
241 This section describes settings for the OPAC, including patron self-registration and other functionalities.
242
243 include::admin/SMS_messaging.adoc[]
244
245 include::opac/linked_libraries.adoc[]
246
247
248 Reports
249 =======
250
251 Introduction
252 ------------
253
254 Learn how to create and use reports in Evergreen.
255
256
257 include::reports/reporter_daemon.adoc[]
258
259 include::reports/reporter_folder.adoc[]
260
261 include::reports/reporter_create_templates.adoc[]
262
263 include::reports/reporter_generating_reports.adoc[]
264
265 include::reports/reporter_view_output.adoc[]
266
267 include::reports/reporter_cloning_shared_templates.adoc[]
268
269 include::reports/reporter_running_recurring_reports.adoc[]
270
271 include::reports/reporter_template_terminology.adoc[]
272
273 include::reports/reporter_template_enhancements.adoc[]
274
275 include::reports/reporter_export_usingpgAdmin.adoc[]
276
277
278
279 // Staff
280
281 Staff administration
282 ====================
283
284 Introduction
285 ------------
286
287 This section describes how to administer staff accounts.
288
289 :leveloffset: 1
290
291 include::admin_initial_setup/describing_your_people.adoc[]
292
293 :leveloffset: 0
294
295 include::admin/permissions.adoc[]
296
297 include::admin/lsa-work_log.adoc[]
298
299 include::admin/recent_staff_searches.adoc[]
300
301
302 :leveloffset: 0
303
304 include::shared/attributions.adoc[]
305
306 include::shared/end_matter.adoc[]
307