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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  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
  43 :leveloffset: 1
  44
  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  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[]
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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
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  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
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 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
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 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
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 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
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 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
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 303
 304 include::shared/attributions.adoc[]
 305
 306 include::shared/end_matter.adoc[]
 307