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_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
 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/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