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[]
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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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  39
  40 Organizational Unit administration
  41 ==================================
  42
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  45 include::admin_initial_setup/describing_your_organization.adoc[]
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  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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 100 include::admin/copy_statuses.adoc[]
 101
 102 include::admin/circing_uncataloged_materials.adoc[]
 103
 104
 105 Holds, transits, and resource sharing
 106 -------------------------------------
 107
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 109
 110 include::admin/age_hold_protection.adoc[]
 111
 112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 113
 114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 115
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 117
 118 include::admin/floating_groups.adoc[]
 119
 120 :leveloffset: 0
 121
 122 Working with money
 123 ------------------
 124
 125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 126
 127 Accepting credit card payments
 128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 129
 130 Evergreen can accept credit card payments.
 131
 132 Stripe
 133 ^^^^^^
 134
 135 Some info in the current Library Settings Editor docs
 136
 137 Paypal, Authorize.net, etc.
 138 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 139
 140 This section needs to be written
 141
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 143
 144 include::admin/desk_payments.adoc[]
 145
 146 :leveloffset: 0
 147
 148 Negative balances
 149 ~~~~~~~~~~~~~~~~~
 150
 151 This section needs to be written
 152
 153
 154 Circulation timesavers and workflows
 155 ------------------------------------
 156
 157 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 158
 159 :leveloffset: 1
 160
 161 include::admin/lsa-barcode_completion.adoc[]
 162
 163 include::admin/lsa-address_alert.adoc[]
 164
 165 include::admin/patron_address_by_zip_code.adoc[]
 166
 167 :leveloffset: 0
 168
 169 Library closures
 170 ----------------
 171
 172 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 173
 174 Library hours
 175 ~~~~~~~~~~~~~
 176
 177 In OU settings
 178
 179 Closed dates
 180 ~~~~~~~~~~~~
 181
 182 Need to move out of the describing your OU docs
 183
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 185
 186 include::admin_initial_setup/hard_due_dates.adoc[]
 187
 188 :leveloffset: 0
 189
 190 Age to lost
 191 ~~~~~~~~~~~
 192
 193 No documentation yet
 194
 195 :leveloffset: 1
 196
 197 include::admin/booking-admin.adoc[]
 198
 199 :leveloffset: 0
 200
 201 Offline circulation
 202 -------------------
 203
 204 Need to extract this from the offline circulation documentation
 205
 206 include::admin/workstation_admin_receipt_template_editor.adoc[]
 207
 208 :leveloffset: 1
 209
 210 include::circulation/self_check_configuration.adoc[]
 211
 212 :leveloffset: 0
 213
 214
 215 // Patron UX
 216 Patron User Experience Administration
 217 =====================================
 218
 219 Introduction
 220 ------------
 221
 222 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 223
 224 include::admin/SMS_messaging.adoc[]
 225
 226 include::opac/linked_libraries.adoc[]
 227
 228
 229 Reports
 230 =======
 231
 232 Introduction
 233 ------------
 234
 235 Learn how to create and use reports in Evergreen.
 236
 237
 238 include::reports/reporter_daemon.adoc[]
 239
 240 include::reports/reporter_folder.adoc[]
 241
 242 include::reports/reporter_create_templates.adoc[]
 243
 244 include::reports/reporter_generating_reports.adoc[]
 245
 246 include::reports/reporter_view_output.adoc[]
 247
 248 include::reports/reporter_cloning_shared_templates.adoc[]
 249
 250 include::reports/reporter_running_recurring_reports.adoc[]
 251
 252 include::reports/reporter_template_terminology.adoc[]
 253
 254 include::reports/reporter_template_enhancements.adoc[]
 255
 256 include::reports/reporter_export_usingpgAdmin.adoc[]
 257
 258
 259
 260 // Staff
 261
 262 Staff administration
 263 ====================
 264
 265 Introduction
 266 ------------
 267
 268 This section describes how to administer staff accounts.
 269
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 271
 272 include::admin_initial_setup/describing_your_people.adoc[]
 273
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 275
 276 include::admin/permissions.adoc[]
 277
 278 include::admin/lsa-work_log.adoc[]
 279
 280 include::admin/recent_staff_searches.adoc[]
 281
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 284
 285 include::shared/attributions.adoc[]
 286
 287 include::shared/end_matter.adoc[]
 288