Docs reorg: Adding a new manual for system administration from the Web client
[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_initial_setup/lsa-closed.adoc[]
48
49 include::admin_initial_setup/lsa-standing_penalties.adoc[]
50
51 :leveloffset: 0
52
53 include::admin_initial_setup/ordering_materials.adoc[]
54
55 include::admin/acquisitions_admin.adoc[]
56
57
58
59 // Cat
60 Cataloging administration
61 =========================
62
63 include::admin/authorities.adoc[]
64
65 include::admin/cn_prefixes_and_suffixes.adoc[]
66
67 include::admin/lsa-statcat.adoc[]
68
69 include::admin/MARC_Import_Remove_Fields.adoc[]
70
71 include::admin/MARC_RAD_MVF_CRA.adoc[]
72
73 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
74
75 :leveloffset: 1
76
77 include::admin_initial_setup/importing_via_staff_client.adoc[]
78
79 :leveloffset: 0
80 // Circ
81 Circulation administration
82 ==========================
83
84
85 Circulation policies
86 --------------------
87
88 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
89
90
91 :leveloffset: 2
92
93 include::admin_initial_setup/borrowing_items.adoc[]
94
95 include::admin/circulation_limit_groups.adoc[]
96
97 include::admin/hold_driven_recalls.adoc[]
98
99
100 :leveloffset: 0
101
102 include::admin/copy_statuses.adoc[]
103
104 include::circulation/self_check.adoc[]
105
106
107
108 Circulating uncataloged materials
109 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
110
111 This section discusses settings for circulating items that are not cataloged.
112
113 Pre-cataloged item settings
114 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
115
116 Needs to be written.  There is a Pre-cat Item Circ Lib OU setting.
117
118 Non-cataloged item settings
119 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
120
121 Needs to be written.  This is about Local Admin > Non-cataloged item type.
122
123 Hold policies
124 -------------
125
126 This section discusses hold policies.
127
128 Transits and resource sharing
129 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
130
131 This section offers specific information and guidance about holds that involve multiple libraries.
132
133 :leveloffset: 2
134
135 include::admin/age_hold_protection.adoc[]
136
137 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
138
139 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
140
141 :leveloffset: 3
142
143 include::admin/floating_groups.adoc[]
144
145 :leveloffset: 0
146
147 Working with money
148 ------------------
149
150 This section discusses how to manage and report on payments accepted by your library's circulation processes.
151
152 Accepting credit card payments
153 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
154
155 Evergreen can accept credit card payments.
156
157 Stripe
158 ^^^^^^
159
160 Some info in the current Library Settings Editor docs
161
162 Paypal, Authorize.net, etc.
163 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
164
165 This section needs to be written
166
167 Cash reports
168 ~~~~~~~~~~~~
169
170 This section needs to be written
171
172 Negative balances
173 ~~~~~~~~~~~~~~~~~
174
175 This section needs to be written
176
177 Circulation timesavers and workflows
178 ------------------------------------
179
180 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
181
182 :leveloffset: 1
183
184 include::admin/lsa-barcode_completion.adoc[]
185
186 include::admin/lsa-address_alert.adoc[]
187
188 include::admin/patron_address_by_zip_code.adoc[]
189
190 :leveloffset: 0
191
192 Library closures
193 ----------------
194
195 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
196
197 Library hours
198 ~~~~~~~~~~~~~
199
200 In OU settings
201
202 Closed dates
203 ~~~~~~~~~~~~
204
205 Need to move out of the describing your OU docs
206
207 :leveloffset: 1
208
209 include::admin_initial_setup/hard_due_dates.adoc[]
210
211 :leveloffset: 0
212
213 Age to lost
214 ~~~~~~~~~~~
215
216 No documentation yet
217
218 :leveloffset: 1
219
220 include::admin/booking-admin.adoc[]
221
222 :leveloffset: 0
223
224 Offline circulation
225 -------------------
226
227 Need to extract this from the offline circulation documentation
228
229 include::admin/workstation_admin_receipt_template_editor.adoc[]
230
231 Self-check administration
232 -------------------------
233
234 Need to extract this from the self-check documentation
235
236 // Patron UX
237 Patron User Experience Administration
238 =====================================
239
240 Introduction
241 ------------
242
243 This section describes settings for the OPAC, including patron self-registration and other functionalities.
244
245 include::admin/SMS_messaging.adoc[]
246
247 include::opac/linked_libraries.adoc[]
248
249
250 Reports
251 =======
252
253 Introduction
254 ------------
255
256 Learn how to create and use reports in Evergreen.
257
258
259 include::reports/reporter_daemon.adoc[]
260
261 include::reports/reporter_folder.adoc[]
262
263 include::reports/reporter_create_templates.adoc[]
264
265 include::reports/reporter_generating_reports.adoc[]
266
267 include::reports/reporter_view_output.adoc[]
268
269 include::reports/reporter_cloning_shared_templates.adoc[]
270
271 include::reports/reporter_running_recurring_reports.adoc[]
272
273 include::reports/reporter_template_terminology.adoc[]
274
275 include::reports/reporter_template_enhancements.adoc[]
276
277 include::reports/reporter_export_usingpgAdmin.adoc[]
278
279
280
281 // Staff
282
283 Staff administration
284 ====================
285
286 Introduction
287 ------------
288
289 This section describes how to administer staff accounts.
290
291 :leveloffset: 1
292
293 include::admin_initial_setup/describing_your_people.adoc[]
294
295 :leveloffset: 0
296
297 include::admin/permissions.adoc[]
298
299 include::admin/lsa-work_log.adoc[]
300
301 include::admin/recent_staff_searches.adoc[]
302
303
304 :leveloffset: 0
305
306 include::shared/attributions.adoc[]
307
308 include::shared/end_matter.adoc[]
309