Docs: cleaning up headings, other small fixes
[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::admin/circing_uncataloged_materials.adoc[]
103
104
105 Holds, transits, and resource sharing
106 -------------------------------------
107
108 :leveloffset: 1
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
116 :leveloffset: 2
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
142 :leveloffset: 1
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
184 :leveloffset: 1
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
270 :leveloffset: 1
271
272 include::admin_initial_setup/describing_your_people.adoc[]
273
274 :leveloffset: 0
275
276 include::admin/permissions.adoc[]
277
278 include::admin/lsa-work_log.adoc[]
279
280 include::admin/recent_staff_searches.adoc[]
281
282
283 :leveloffset: 0
284
285 include::shared/attributions.adoc[]
286
287 include::shared/end_matter.adoc[]
288