27e4840f12f9b77b0b947dae8aefe55afa6dbdcb
[working/Evergreen.git] / 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[]
76
77 // Push titles down one level.
78 :leveloffset: 1
79
80 include::installation/server_installation.adoc[]
81
82 // Return to normal title levels.
83 :leveloffset: 0
84
85 include::installation/server_upgrade.adoc[]
86
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
100 // Push titles down one level.
101 :leveloffset: 1
102
103 include::admin_initial_setup/describing_your_organization.adoc[]
104
105 include::admin_initial_setup/describing_your_people.adoc[]
106
107 include::admin_initial_setup/migrating_patron_data.adoc[]
108
109 include::admin_initial_setup/migrating_your_data.adoc[]
110
111 include::admin_initial_setup/importing_via_staff_client.adoc[]
112
113 include::admin_initial_setup/ordering_materials.adoc[]
114
115 include::admin_initial_setup/designing_your_catalog.adoc[]
116
117 include::admin_initial_setup/different_styles_for_searchbar.adoc[]
118
119 include::admin/search_interface.adoc[]
120
121 include::admin_initial_setup/borrowing_items.adoc[]
122
123 // Return to normal title levels.
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125
126 include::admin_initial_setup/hard_due_dates.adoc[]
127
128
129
130 include::admin/template_toolkit.adoc[]
131
132 // Push titles down one level.
133 :leveloffset: 1
134
135 include::opac/new_skin_customizations.adoc[]
136
137 // Return to normal title levels.
138 :leveloffset: 0
139
140 include::admin/auto_suggest_search.adoc[]
141
142 include::admin/authentication_proxy.adoc[]
143
144 // Push titles down one level.
145 :leveloffset: 1
146
147 include::TechRef/KidsOPAC.adoc[]
148
149 // Return to normal title levels.
150 :leveloffset: 0
151
152 include::admin/patron_address_by_zip_code.adoc[]
153
154 // Push titles down one level.
155 :leveloffset: 1
156
157 include::admin/phonelist.adoc[]
158
159 // Return to normal title levels.
160 :leveloffset: 0
161
162 include::admin/sip_server.adoc[]
163
164 :leveloffset: 1
165
166 include::admin/sip_privacy.adoc[]
167
168 :leveloffset: 0
169
170 include::admin/apache_rewrite_tricks.adoc[]
171
172 include::admin/apache_access_handler.adoc[]
173
174 include::admin/ebook_api_service.adoc[]
175
176 include::admin/hold_targeter_service.adoc[]
177
178 // Push titles down one level.
179 :leveloffset: 1
180
181 include::admin/backups.adoc[]
182
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184 :leveloffset: 0
185
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
200 include::admin/web_client-login.adoc[]
201
202 include::admin/web-client-browser-best-practices.adoc[]
203
204 include::admin/staff_client-column_picker.adoc[]
205
206 include::admin/staff_client-recent_searches.adoc[]
207
208 include::admin/workstation_admin.adoc[]
209
210 // Push titles down one level.
211 :leveloffset: 1
212
213 include::admin/receipt_template_editor.adoc[]
214
215 // Return to normal title levels.
216 :leveloffset: 0
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.
228
229 include::admin/acquisitions_admin.adoc[]
230
231 include::admin/age_hold_protection.adoc[]
232
233 include::admin/authorities.adoc[]
234
235 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
236
237 include::admin/booking-admin.adoc[]
238
239 include::admin/cn_prefixes_and_suffixes.adoc[]
240
241 include::admin/desk_payments.adoc[]
242
243 include::admin/circulation_limit_groups.adoc[]
244
245 include::admin/copy_statuses.adoc[]
246
247 // Push titles down one level.
248 :leveloffset: 1
249
250 include::admin/floating_groups.adoc[]
251
252 // Return to normal title levels.
253 :leveloffset: 0
254
255 include::admin/MARC_Import_Remove_Fields.adoc[]
256
257 include::admin/copy_tags_admin.adoc[]
258
259 include::admin/MARC_RAD_MVF_CRA.adoc[]
260
261 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
262
263 :leveloffset: -1
264
265 include::admin/physical_char_wizard_db.adoc[]
266
267 :leveloffset: 0
268
269 include::admin/permissions.adoc[]
270
271 include::admin/SMS_messaging.adoc[]
272
273 include::admin/user_activity_type.adoc[]
274
275 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
276
277
278 Local Administration
279 ====================
280
281 Introduction
282 ------------
283
284 This part covers the options in the Local Administration menu found in the staff
285 client. 
286
287 // Follow structure from staff client local admin menu.
288
289 include::admin/librarysettings.adoc[]
290
291 //    Address Alert Feature
292 include::admin/lsa-address_alert.adoc[]
293
294 //    Barcode Completion Feature
295 include::admin/lsa-barcode_completion.adoc[]
296
297 // Push titles down one level.
298 :leveloffset: 1
299
300 include::admin/hold_driven_recalls.adoc[]
301
302 // Return to normal title levels.
303 :leveloffset: 0
304
305 include::admin/emergency_closing_handler.adoc[]
306
307 include::admin/actiontriggers.adoc[]
308
309 include::admin/actiontriggers_process.adoc[]
310
311 include::admin/staff_client-recent_searches.adoc[]
312
313 include::admin/lsa-standing_penalties.adoc[]
314
315 include::admin/lsa-statcat.adoc[]
316
317 include::admin/popularity_badges_web_client.adoc[]
318
319 include::admin/lsa-work_log.adoc[]
320
321 Acquisitions
322 ===========
323
324 include::acquisitions/introduction.adoc[]
325
326 include::acquisitions/selection_lists_po.adoc[]
327
328 include::acquisitions/invoices.adoc[]
329
330 include::acquisitions/receive_items_from_invoice.adoc[]
331
332 include::acquisitions/vandelay_acquisitions_integration.adoc[]
333
334 include::acquisitions/purchase_requests_patron_view.adoc[]
335
336 include::acquisitions/purchase_requests_management.adoc[]
337
338 include::acquisitions/blanket.adoc[]
339
340
341 Cataloging
342 ==========
343
344 Introduction
345 ------------
346
347 This part describes cataloging in Evergreen.
348
349 include::cataloging/marc_tag_table.adoc[]
350
351 include::cataloging/copy-buckets_web_client.adoc[]
352
353 include::cataloging/copy_tags_cataloging.adoc[]
354
355 include::cataloging/MARC_Editor.adoc[]
356
357 :leveloffset: 1
358
359 include::cataloging/record_buckets.adoc[]
360
361 // Return titles to correct level.
362 :leveloffset: 0
363
364 include::cataloging/physical_char_wizard.adoc[]
365
366 include::admin/staff_client-return_to_results_from_marc.adoc[]
367
368 include::cataloging/batch_importing_MARC.adoc[]
369
370 include::cataloging/overlay_record_3950_import.adoc[]
371
372 include::cataloging/z39.50_search_enhancements.adoc[]
373
374
375 include::cataloging/monograph_parts.adoc[]
376
377
378 include::cataloging/conjoined_items.adoc[]
379
380 include::cataloging/cataloging_electronic_resources.adoc[]
381
382 include::cataloging/item_status.adoc[]
383
384 include::cataloging/volcopy_editor.adoc[]
385
386 :leveloffset: 1
387
388 include::cataloging/tpac_copy_edit_links.adoc[]
389
390 :leveloffset: 0
391
392 include::cataloging/MARC_batch_edit.adoc[]
393
394 include::cataloging/authorities.adoc[]
395
396 include::cataloging/link_checker.adoc[]
397
398 include::admin/schema_bibliographic.adoc[]
399
400 include::admin/marc_templates.adoc[]
401
402
403 Serials
404 =======
405
406 include::serials/A-intro.adoc[]
407
408 include::serials/B-serials_admin.adoc[]
409
410 include::serials/C-serials_workflow.adoc[]
411
412 include::serials/D-Receiving.adoc[]
413
414 include::serials/E-routing_lists.adoc[]
415
416 include::serials/F-Special_issue.adoc[]
417
418 include::serials/G-binding.adoc[]
419
420 include::serials/H-holdings_statements.adoc[]
421
422 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc[]
423
424 Circulation
425 ===========
426
427 Introduction
428 ------------
429
430 Use this section for understanding the circulation procedures in the Evergreen
431 system.  
432
433 include::circulation/circulating_items_web_client.adoc[]
434
435 Holds Management
436 ----------------
437
438 include::circulation/basic_holds.adoc[]
439
440 include::circulation/advanced_holds.adoc[]
441
442 include::circulation/booking.adoc[]
443
444 include::circulation/circulation_patron_records_web_client.adoc[]
445
446 include::admin/patron_self_registration.adoc[]
447
448 include::circulation/triggered_events.adoc[]
449
450 // Push titles down one level.
451 :leveloffset: 1
452
453 include::circulation/offline_circ_webclient.adoc[]
454
455 include::circulation/self_check.adoc[]
456
457 // Return to normal title levels.
458 :leveloffset: 0
459
460 Reports
461 =======
462
463 Introduction
464 ------------
465
466 Learn how to create and use reports in Evergreen. 
467
468 include::reports/reporter_daemon.adoc[]
469
470 include::reports/reporter_folder.adoc[]
471
472 include::reports/reporter_create_templates.adoc[]
473
474 include::reports/reporter_generating_reports.adoc[]
475
476 include::reports/reporter_view_output.adoc[]
477
478 include::reports/reporter_cloning_shared_templates.adoc[]
479
480 include::reports/reporter_add_data_source.adoc[]
481
482 include::reports/reporter_running_recurring_reports.adoc[]
483
484 include::reports/reporter_template_terminology.adoc[]
485
486 include::reports/reporter_template_enhancements.adoc[]
487
488 include::reports/reporter_export_usingpgAdmin.adoc[]
489
490 Using the Public Access Catalog
491 ===============================
492
493 Introduction
494 ------------
495
496 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.
497
498 include::opac/using_the_public_access_catalog.adoc[]
499
500 include::opac/my_lists.adoc[]
501
502 include::opac/kids_opac.adoc[]
503
504 include::opac/catalog_browse.adoc[]
505
506 include::opac/advanced_features.adoc[]
507
508 include::opac/tpac_meta_record_holds.adoc[]
509
510 include::opac/linked_libraries.adoc[]
511
512 include::opac/opensearch.adoc[]
513
514 // Push titles down one level.
515 :leveloffset: 1
516
517 include::opac/search_form.adoc[]
518
519 // Return to normal title levels.
520 :leveloffset: 0
521
522
523 Developer Resources
524 ===================
525
526 Introduction
527 ------------
528
529 Developers can use this part to learn more about the programming languages,
530 communication protocols and standards used in Evergreen.  
531
532 include::development/support_scripts.adoc[]
533
534 // Push titles down one level.
535 :leveloffset: 1
536
537 include::development/pgtap.adoc[]
538 include::development/intro_opensrf.adoc[]
539 include::development/updating_translations_launchpad.adoc[]
540
541 // Return to normal title levels.
542 :leveloffset: 0
543
544
545 Getting Data from Evergreen
546 ===========================
547
548 Introduction
549 ------------
550
551 You may be interested in re-using data from your Evergreen installation in
552 another application.  This part describes several methods to get the data
553 you need.
554
555 // Push titles down one level.
556 :leveloffset: 1
557
558 include::development/data_supercat.adoc[]
559
560 include::development/data_unapi.adoc[]
561
562 include::development/data_opensearch.adoc[]
563
564 // Return to normal title levels.
565 :leveloffset: 0
566
567 include::shared/attributions.adoc[]
568
569 include::licensing.adoc[]
570
571 [appendix]
572 Admonitions
573 ===========
574
575 * Note 
576
577 image::media/note.png[]
578
579 * warning
580
581 image::media/warning.png[]
582
583 * caution
584
585 image::media/caution.png[]
586
587 * tip
588
589 image::media/tip.png[]
590
591 [index]
592 Index
593 =====
594