Docs: bibliographic record merging and overlay
[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.
124 :leveloffset: 0
125
126 include::admin/autorenewals.adoc[]
127
128 include::admin_initial_setup/hard_due_dates.adoc[]
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
183 // Return to normal title levels.
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/multilingual_search.adoc[]
262
263 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
264
265 :leveloffset: -1
266
267 include::admin/physical_char_wizard_db.adoc[]
268
269 :leveloffset: 0
270
271 include::admin/copy_locations.adoc[]
272
273 include::admin/permissions.adoc[]
274
275 include::admin/SMS_messaging.adoc[]
276
277 include::admin/user_activity_type.adoc[]
278
279 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
280
281
282 Local Administration
283 ====================
284
285 Introduction
286 ------------
287
288 This part covers the options in the Local Administration menu found in the staff
289 client. 
290
291 // Follow structure from staff client local admin menu.
292
293 include::admin/librarysettings.adoc[]
294
295 //    Address Alert Feature
296 include::admin/lsa-address_alert.adoc[]
297
298 //    Barcode Completion Feature
299 include::admin/lsa-barcode_completion.adoc[]
300
301 // Push titles down one level.
302 :leveloffset: 1
303
304 include::admin/hold_driven_recalls.adoc[]
305
306 // Return to normal title levels.
307 :leveloffset: 0
308
309 include::admin/emergency_closing_handler.adoc[]
310
311 include::admin/actiontriggers.adoc[]
312
313 include::admin/actiontriggers_process.adoc[]
314
315 include::admin/staff_client-recent_searches.adoc[]
316
317 include::admin/lsa-standing_penalties.adoc[]
318
319 include::admin/lsa-statcat.adoc[]
320
321 include::admin/popularity_badges_web_client.adoc[]
322
323 include::admin/lsa-work_log.adoc[]
324
325 Acquisitions
326 ===========
327
328 include::acquisitions/introduction.adoc[]
329
330 include::acquisitions/selection_lists_po.adoc[]
331
332 include::acquisitions/invoices.adoc[]
333
334 include::acquisitions/receive_items_from_invoice.adoc[]
335
336 include::acquisitions/vandelay_acquisitions_integration.adoc[]
337
338 include::acquisitions/purchase_requests_patron_view.adoc[]
339
340 include::acquisitions/purchase_requests_management.adoc[]
341
342 include::acquisitions/blanket.adoc[]
343
344
345 Cataloging
346 ==========
347
348 Introduction
349 ------------
350
351 This part describes cataloging in Evergreen.
352
353 include::cataloging/marc_tag_table.adoc[]
354
355 include::cataloging/copy-buckets_web_client.adoc[]
356
357 include::cataloging/copy_tags_cataloging.adoc[]
358
359 include::cataloging/MARC_Editor.adoc[]
360
361 :leveloffset: 1
362
363 include::cataloging/record_buckets.adoc[]
364
365 // Return titles to correct level.
366 :leveloffset: 0
367
368 include::cataloging/merge_overlay_bibs.adoc[]
369
370 include::cataloging/physical_char_wizard.adoc[]
371
372 include::admin/staff_client-return_to_results_from_marc.adoc[]
373
374 include::cataloging/batch_importing_MARC.adoc[]
375
376 include::cataloging/overlay_record_3950_import.adoc[]
377
378 include::cataloging/z39.50_search_enhancements.adoc[]
379
380
381 include::cataloging/monograph_parts.adoc[]
382
383
384 include::cataloging/conjoined_items.adoc[]
385
386 include::cataloging/cataloging_electronic_resources.adoc[]
387
388 include::cataloging/item_status.adoc[]
389
390 include::cataloging/volcopy_editor.adoc[]
391
392 :leveloffset: 1
393
394 include::cataloging/tpac_copy_edit_links.adoc[]
395
396 :leveloffset: 0
397
398 include::cataloging/MARC_batch_edit.adoc[]
399
400 include::cataloging/authorities.adoc[]
401
402 include::cataloging/link_checker.adoc[]
403
404 include::admin/schema_bibliographic.adoc[]
405
406 include::admin/marc_templates.adoc[]
407
408
409 Serials
410 =======
411
412 include::serials/A-intro.adoc[]
413
414 include::serials/B-serials_admin.adoc[]
415
416 include::serials/C-serials_workflow.adoc[]
417
418 include::serials/D-Receiving.adoc[]
419
420 include::serials/E-routing_lists.adoc[]
421
422 include::serials/F-Special_issue.adoc[]
423
424 include::serials/G-binding.adoc[]
425
426 include::serials/H-holdings_statements.adoc[]
427
428 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.adoc[]
429
430 Circulation
431 ===========
432
433 Introduction
434 ------------
435
436 Use this section for understanding the circulation procedures in the Evergreen
437 system.  
438
439 include::circulation/circulating_items_web_client.adoc[]
440
441 Holds Management
442 ----------------
443
444 include::circulation/basic_holds.adoc[]
445
446 include::circulation/advanced_holds.adoc[]
447
448 include::circulation/booking.adoc[]
449
450 include::circulation/circulation_patron_records_web_client.adoc[]
451
452 include::admin/patron_self_registration.adoc[]
453
454 include::circulation/triggered_events.adoc[]
455
456 // Push titles down one level.
457 :leveloffset: 1
458
459 include::circulation/offline_circ_webclient.adoc[]
460
461 include::circulation/self_check.adoc[]
462
463 // Return to normal title levels.
464 :leveloffset: 0
465
466 Reports
467 =======
468
469 Introduction
470 ------------
471
472 Learn how to create and use reports in Evergreen. 
473
474 include::reports/reporter_daemon.adoc[]
475
476 include::reports/reporter_folder.adoc[]
477
478 include::reports/reporter_create_templates.adoc[]
479
480 include::reports/reporter_generating_reports.adoc[]
481
482 include::reports/reporter_view_output.adoc[]
483
484 include::reports/reporter_cloning_shared_templates.adoc[]
485
486 include::reports/reporter_add_data_source.adoc[]
487
488 include::reports/reporter_running_recurring_reports.adoc[]
489
490 include::reports/reporter_template_terminology.adoc[]
491
492 include::reports/reporter_template_enhancements.adoc[]
493
494 include::reports/reporter_export_usingpgAdmin.adoc[]
495
496 Using the Public Access Catalog
497 ===============================
498
499 Introduction
500 ------------
501
502 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.
503
504 include::opac/using_the_public_access_catalog.adoc[]
505
506 include::opac/my_lists.adoc[]
507
508 include::opac/batch_actions_from_search.adoc[]
509
510 include::opac/kids_opac.adoc[]
511
512 include::opac/catalog_browse.adoc[]
513
514 include::opac/advanced_features.adoc[]
515
516 include::opac/tpac_meta_record_holds.adoc[]
517
518 include::opac/linked_libraries.adoc[]
519
520 include::opac/opensearch.adoc[]
521
522 // Push titles down one level.
523 :leveloffset: 1
524
525 include::opac/search_form.adoc[]
526
527 // Return to normal title levels.
528 :leveloffset: 0
529
530 Developer Resources
531 ===================
532
533 Introduction
534 ------------
535
536 Developers can use this part to learn more about the programming languages,
537 communication protocols and standards used in Evergreen.  
538
539 include::development/support_scripts.adoc[]
540
541 // Push titles down one level.
542 :leveloffset: 1
543
544 include::development/pgtap.adoc[]
545 include::development/intro_opensrf.adoc[]
546 include::development/updating_translations_launchpad.adoc[]
547
548 // Return to normal title levels.
549 :leveloffset: 0
550
551
552 Getting Data from Evergreen
553 ===========================
554
555 Introduction
556 ------------
557
558 You may be interested in re-using data from your Evergreen installation in
559 another application.  This part describes several methods to get the data
560 you need.
561
562 // Push titles down one level.
563 :leveloffset: 1
564
565 include::development/data_supercat.adoc[]
566
567 include::development/data_unapi.adoc[]
568
569 include::development/data_opensearch.adoc[]
570
571 // Return to normal title levels.
572 :leveloffset: 0
573
574 include::shared/attributions.adoc[]
575
576 include::licensing.adoc[]
577
578 [appendix]
579 Admonitions
580 ===========
581
582 * Note 
583
584 image::media/note.png[]
585
586 * warning
587
588 image::media/warning.png[]
589
590 * caution
591
592 image::media/caution.png[]
593
594 * tip
595
596 image::media/tip.png[]
597
598 [index]
599 Index
600 =====
601