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_2_12.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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 165
 166
 167 Using the Browser Staff Client
 168 ==============================
 169
 170
 171 Introduction
 172 ------------
 173
 174 This part of the documentation deals with general Browser Client usage including
 175 logging in, navigation and shortcuts.
 176
 177 For information about the XUL client, consult the http://docs.evergreen-ils.org/2.11/[Evergreen 2.11 documentation].
 178
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 197 System Administration From the Staff Client
 198 ===========================================
 199
 200 Introduction
 201 ------------
 202
 203 This part deals with the options in the Server Administration menu found in the
 204 staff client.
 205
 206 // Follow structure from staff client system admin menu.
 207
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 247
 248
 249 Local Administration
 250 ====================
 251
 252 Introduction
 253 ------------
 254
 255 This part covers the options in the Local Administration menu found in the staff
 256 client.
 257
 258 // Follow structure from staff client local admin menu.
 259
 260 include::admin/librarysettings.adoc[]
 261
 262 //    Address Alert Feature
 263 include::admin/lsa-address_alert.adoc[]
 264
 265 //    Barcode Completion Feature
 266 include::admin/lsa-barcode_completion.adoc[]
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 289
 290 Acquisitions
 291 ===========
 292
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 294
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 296
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 304
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 308
 309
 310 Cataloging
 311 ==========
 312
 313 Introduction
 314 ------------
 315
 316 This part describes cataloging in Evergreen.
 317
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 354
 355
 356 Serials
 357 =======
 358
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 360
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 362
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 364
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 366
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 372
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 374
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 376
 377 Circulation
 378 ===========
 379
 380 Introduction
 381 ------------
 382
 383 Use this section for understanding the circulation procedures in the Evergreen
 384 system.
 385
 386 include::circulation/circulating_items_web_client.adoc[]
 387
 388 Holds Management
 389 ----------------
 390
 391 include::circulation/basic_holds.adoc[]
 392
 393 include::circulation/advanced_holds.adoc[]
 394
 395 include::circulation/booking.adoc[]
 396
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 412
 413 Reports
 414 =======
 415
 416 Introduction
 417 ------------
 418
 419 Learn how to create and use reports in Evergreen.
 420
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 422
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 442
 443 Using the Public Access Catalog
 444 ===============================
 445
 446 Introduction
 447 ------------
 448
 449 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.
 450
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 452
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 454
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 456
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 458
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 460
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 462
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 464
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 475
 476 Developer Resources
 477 ===================
 478
 479 Introduction
 480 ------------
 481
 482 Developers can use this part to learn more about the programming languages,
 483 communication protocols and standards used in Evergreen.
 484
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 497
 498 Getting Data from Evergreen
 499 ===========================
 500
 501 Introduction
 502 ------------
 503
 504 You may be interested in re-using data from your Evergreen installation in
 505 another application.  This part describes several methods to get the data
 506 you need.
 507
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 521
 522 [appendix]
 523 Admonitions
 524 ===========
 525
 526 * Note
 527
 528 image::media/note.png[]
 529
 530 * warning
 531
 532 image::media/warning.png[]
 533
 534 * caution
 535
 536 image::media/caution.png[]
 537
 538 * tip
 539
 540 image::media/tip.png[]
 541
 542 [index]
 543 Index
 544 =====
 545