docs/root.adoc

   1 Evergreen Documentation
   2 =======================
   3 Documentation Interest Group
   4 :doctype: book
   5 :toc:
   6 :numbered:
   7
   8 Introduction
   9 ============
  10
  11 About This Documentation
  12 ------------------------
  13
  14 This guide was produced by the Evergreen Documentation Interest Group (DIG),
  15 consisting of numerous volunteers from many different organizations. The DIG
  16 has drawn together, edited, and supplemented pre-existing documentation
  17 contributed by libraries and consortia running Evergreen that were kind enough
  18 to release their documentation into the creative commons. Please see the
  19 <<attributions,Attributions>> section for a full list of authors and
  20 contributing organizations. Just like the software it describes, this guide is
  21 a work in progress, continually revised to meet the needs of its users, so if
  22 you find errors or omissions, please let us know, by contacting the DIG
  23 facilitators at docs@evergreen-ils.org.
  24
  25 This guide to Evergreen is intended to meet the needs of front-line library
  26 staff, catalogers, library administrators, system administrators, and software
  27 developers. It is organized into Parts, Chapters, and Sections addressing key
  28 aspects of the software, beginning with the topics of broadest interest to the
  29 largest groups of users and progressing to some of the more specialized and
  30 technical topics of interest to smaller numbers of users.
  31
  32 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
  33
  34 About Evergreen
  35 ---------------
  36
  37 Evergreen is an open source library automation software designed to meet the
  38 needs of the very smallest to the very largest libraries and consortia. Through
  39 its staff interface, it facilitates the management, cataloging, and circulation
  40 of library materials, and through its online public access interface it helps
  41 patrons find those materials.
  42
  43 The Evergreen software is freely licensed under the GNU General Public License,
  44 meaning that it is free to download, use, view, modify, and share. It has an
  45 active development and user community, as well as several companies offering
  46 migration, support, hosting, and development services.
  47
  48 The community’s development requirements state that Evergreen must be:
  49
  50 * Stable, even under extreme load.
  51 * Robust, and capable of handling a high volume of transactions and simultaneous users.
  52 * Flexible, to accommodate the varied needs of libraries.
  53 * Secure, to protect our patrons’ privacy and data.
  54 * User-friendly, to facilitate patron and staff use of the system.
  55
  56 Evergreen, which first launched in 2006 now powers over 544 libraries of every
  57 type – public, academic, special, school, and even tribal and home libraries –
  58 in over a dozen countries worldwide.
  59
  60
  61 include::RELEASE_NOTES_3_2.adoc[]
  62
  63
  64 Software Installation
  65 =====================
  66
  67
  68 Introduction
  69 ------------
  70
  71 This part will guide you through the installation steps installation or
  72 upgrading your Evergreen system. It is intended for system administrators.
  73
  74
  75 include::installation/system_requirements.adoc[]
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  85 include::installation/server_upgrade.adoc[]
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  87 include::installation/edi_setup.adoc[]
  88
  89
  90 System Configuration and Customization
  91 ======================================
  92
  93 Introduction
  94 ------------
  95
  96 The Evergreen system allows a free range of customizations to every aspect of
  97 the system. Use this part of the documentation to become familiar with the tools
  98 for configuring the system as well as customizing the catalog and staff client.
  99
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 186
 187
 188 Using the Browser Staff Client
 189 ==============================
 190
 191
 192 Introduction
 193 ------------
 194
 195 This part of the documentation deals with general Browser Client usage including
 196 logging in, navigation and shortcuts.
 197
 198 For information about the XUL client, consult the http://docs.evergreen-ils.org/2.11/[Evergreen 2.11 documentation].
 199
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 217
 218 System Administration From the Staff Client
 219 ===========================================
 220
 221 Introduction
 222 ------------
 223
 224 This part deals with the options in the Server Administration menu found in the
 225 staff client.
 226
 227 // Follow structure from staff client system admin menu.
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 284
 285
 286 Local Administration
 287 ====================
 288
 289 Introduction
 290 ------------
 291
 292 This part covers the options in the Local Administration menu found in the staff
 293 client.
 294
 295 // Follow structure from staff client local admin menu.
 296
 297 include::admin/librarysettings.adoc[]
 298
 299 //    Address Alert Feature
 300 include::admin/lsa-address_alert.adoc[]
 301
 302 //    Barcode Completion Feature
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 328
 329 Acquisitions
 330 ===========
 331
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 333
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 335
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 337
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 339
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 341
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 343
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 345
 346 include::acquisitions/blanket.adoc[]
 347
 348
 349 Cataloging
 350 ==========
 351
 352 Introduction
 353 ------------
 354
 355 This part describes cataloging in Evergreen.
 356
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 411
 412
 413 Serials
 414 =======
 415
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 417
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 419
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 433
 434 Circulation
 435 ===========
 436
 437 Introduction
 438 ------------
 439
 440 Use this section for understanding the circulation procedures in the Evergreen
 441 system.
 442
 443 include::circulation/circulating_items_web_client.adoc[]
 444
 445 Holds Management
 446 ----------------
 447
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 470 Reports
 471 =======
 472
 473 Introduction
 474 ------------
 475
 476 Learn how to create and use reports in Evergreen.
 477
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 497
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 499
 500 Using the Public Access Catalog
 501 ===============================
 502
 503 Introduction
 504 ------------
 505
 506 Evergreen has a public OPAC that meets WCAG guidelines (http://www.w3.org/WAI/intro/wcag), which helps make the OPAC accessible to users with a range of disabilities. This part of the documentation explains how to use the Evergreen public OPAC. It covers the basic catalog and more advanced search topics. It also describes the ``My Account'' tools users have to find information and manage their personal library accounts through the OPAC. This section could be used by staff and patrons but would be more useful for staff as a generic reference when developing custom guides and tutorials for their users.
 507
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 513
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 515
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 517
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 521
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 523
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 533
 534 Developer Resources
 535 ===================
 536
 537 Introduction
 538 ------------
 539
 540 Developers can use this part to learn more about the programming languages,
 541 communication protocols and standards used in Evergreen.
 542
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 555
 556 Getting Data from Evergreen
 557 ===========================
 558
 559 Introduction
 560 ------------
 561
 562 You may be interested in re-using data from your Evergreen installation in
 563 another application.  This part describes several methods to get the data
 564 you need.
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 581
 582 [appendix]
 583 Admonitions
 584 ===========
 585
 586 * Note
 587
 588 image::media/note.png[]
 589
 590 * warning
 591
 592 image::media/warning.png[]
 593
 594 * caution
 595
 596 image::media/caution.png[]
 597
 598 * tip
 599
 600 image::media/tip.png[]
 601
 602 [index]
 603 Index
 604 =====
 605