docs/root.txt

   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.txt[]
  76
  77 // Push titles down one level.
  78 :leveloffset: 1
  79
  80 include::installation/server_installation.txt[]
  81
  82 // Return to normal title levels.
  83 :leveloffset: 0
  84
  85 include::installation/staff_client_installation.txt[]
  86
  87 include::installation/server_upgrade.txt[]
  88
  89 include::installation/edi_setup.txt[]
  90
  91
  92 System Configuration and Customization
  93 ======================================
  94
  95 Introduction
  96 ------------
  97
  98 The Evergreen system allows a free range of customizations to every aspect of
  99 the system. Use this part of the documentation to become familiar with the tools
 100 for configuring the system as well as customizing the catalog and staff client.
 101
 102 // Push titles down one level.
 103 :leveloffset: 1
 104
 105 include::admin_initial_setup/describing_your_organization.txt[]
 106
 107 include::admin_initial_setup/describing_your_people.txt[]
 108
 109 include::admin_initial_setup/migrating_patron_data.txt[]
 110
 111 include::admin_initial_setup/migrating_your_data.txt[]
 112
 113 include::admin_initial_setup/importing_via_staff_client.txt[]
 114
 115 include::admin_initial_setup/ordering_materials.txt[]
 116
 117 include::admin_initial_setup/designing_your_catalog.txt[]
 118
 119 include::admin_initial_setup/borrowing_items.txt[]
 120
 121 // Return to normal title levels.
 122 :leveloffset: 0
 123
 124 include::admin_initial_setup/hard_due_dates.txt[]
 125
 126
 127
 128 include::admin/template_toolkit.txt[]
 129
 130 // Push titles down one level.
 131 :leveloffset: 1
 132
 133 include::opac/new_skin_customizations.txt[]
 134
 135 // Return to normal title levels.
 136 :leveloffset: 0
 137
 138 include::admin/auto_suggest_search.txt[]
 139
 140 include::admin/authentication_proxy.txt[]
 141
 142 // Push titles down one level.
 143 :leveloffset: 1
 144
 145 include::TechRef/KidsOPAC.txt[]
 146
 147 // Return to normal title levels.
 148 :leveloffset: 0
 149
 150 include::admin/customize_staff_client.txt[]
 151
 152 include::admin/patron_address_by_zip_code.txt[]
 153
 154 // Push titles down one level.
 155 :leveloffset: 1
 156
 157 include::admin/phonelist.txt[]
 158
 159 // Return to normal title levels.
 160 :leveloffset: 0
 161
 162 include::admin/sip_server.txt[]
 163
 164 include::admin/apache_rewrite_tricks.txt[]
 165
 166 include::admin/apache_access_handler.txt[]
 167
 168
 169 Using the Browser Staff Client
 170 ==============================
 171
 172
 173 Introduction
 174 ------------
 175
 176 This part of the documentation deals with general Browser Client usage including
 177 logging in, navigation and shortcuts.
 178
 179 For information about the XUL client, consult the http://docs.evergreen-ils.org/2.11/[Evergreen 2.11 documentation].
 180
 181 include::admin/web_client-login.txt[]
 182
 183 include::admin/web_client-browser-tab-shortcuts.txt[]
 184
 185 include::admin/staff_client-column_picker.txt[]
 186
 187 include::admin/staff_client-recent_searches.txt[]
 188
 189 include::admin/staff_client-return_to_results_from_marc.txt[]
 190
 191 include::admin/workstation_admin.txt[]
 192
 193 // Push titles down one level.
 194 :leveloffset: 1
 195
 196 include::admin/workstation_admin_receipt_template_editor.txt[]
 197
 198 // Return to normal title levels.
 199 :leveloffset: 0
 200
 201 System Administration From the Staff Client
 202 ===========================================
 203
 204 Introduction
 205 ------------
 206
 207 This part deals with the options in the Server Administration menu found in the
 208 staff client.
 209
 210 // Follow structure from staff client system admin menu.
 211
 212 include::admin/acquisitions_admin.txt[]
 213
 214 include::admin/age_hold_protection.txt[]
 215
 216 include::admin/authorities.txt[]
 217
 218 include::admin/Best_Hold_Selection_Sort_Order.txt[]
 219
 220 include::admin/booking-admin.txt[]
 221
 222 include::admin/cn_prefixes_and_suffixes.txt[]
 223
 224 include::admin/circulation_limit_groups.txt[]
 225
 226 include::admin/copy_statuses.txt[]
 227
 228 // Push titles down one level.
 229 :leveloffset: 1
 230
 231 include::admin/floating_groups.txt[]
 232
 233 // Return to normal title levels.
 234 :leveloffset: 0
 235
 236 include::admin/MARC_Import_Remove_Fields.txt[]
 237
 238 include::admin/MARC_RAD_MVF_CRA.txt[]
 239
 240 include::admin/Org_Unit_Proximity_Adjustments.txt[]
 241
 242 include::admin/permissions.txt[]
 243
 244 include::admin/SMS_messaging.txt[]
 245
 246 include::admin/user_activity_type.txt[]
 247
 248 include::admin/restrict_Z39.50_sources_by_perm_group.txt[]
 249
 250
 251 Local Administration
 252 ====================
 253
 254 Introduction
 255 ------------
 256
 257 This part covers the options in the Local Administration menu found in the staff
 258 client.
 259
 260 // Follow structure from staff client local admin menu.
 261
 262 include::admin/librarysettings.adoc[]
 263
 264 //    Address Alert Feature
 265 include::admin/lsa-address_alert.txt[]
 266
 267 //    Barcode Completion Feature
 268 include::admin/lsa-barcode_completion.txt[]
 269
 270 // Push titles down one level.
 271 :leveloffset: 1
 272
 273 include::admin/hold_driven_recalls.txt[]
 274
 275 // Return to normal title levels.
 276 :leveloffset: 0
 277
 278 include::admin/actiontriggers.txt[]
 279
 280 include::admin/recent_staff_searches.txt[]
 281
 282 include::admin/lsa-standing_penalties.txt[]
 283
 284 include::admin/lsa-statcat.txt[]
 285
 286 include::admin/lsa-work_log.txt[]
 287
 288 Acquisitions
 289 ===========
 290
 291 include::acquisitions/introduction.txt[]
 292
 293 include::acquisitions/selection_lists_po.txt[]
 294
 295 include::acquisitions/invoices.txt[]
 296
 297 include::acquisitions/receive_items_from_invoice.txt[]
 298
 299 include::acquisitions/vandelay_acquisitions_integration.txt[]
 300
 301 include::acquisitions/purchase_requests_patron_view.txt[]
 302
 303 include::acquisitions/purchase_requests_management.txt[]
 304
 305
 306 Cataloging
 307 ==========
 308
 309 include::cataloging/cataloging_web_client.txt[]
 310
 311 include::cataloging/copy-buckets_web_client.txt[]
 312
 313
 314 include::cataloging/MARC_Editor.txt[]
 315
 316 // Push titles down one level.
 317 :leveloffset: 2
 318
 319 include::cataloging/physical_char_wizard.txt[]
 320
 321 // Return titles to correct level.
 322 :leveloffset: 0
 323
 324 include::cataloging/batch_importing_MARC.txt[]
 325
 326 include::cataloging/overlay_record_3950_import.txt[]
 327
 328 include::cataloging/z39.50_search_enhancements.txt[]
 329
 330 include::cataloging/monograph_parts.txt[]
 331
 332 include::cataloging/conjoined_items.txt[]
 333
 334 include::cataloging/cataloging_electronic_resources.txt[]
 335
 336 include::cataloging/tpac_copy_edit_links.txt[]
 337
 338 include::cataloging/MARC_batch_edit.txt[]
 339
 340 include::cataloging/authorities.txt[]
 341
 342 include::cataloging/link_checker.txt[]
 343
 344
 345 Serials
 346 =======
 347
 348 include::serials/A-intro.txt[]
 349
 350 include::serials/B-copy_template.txt[]
 351
 352 include::serials/C-subscription-SCV.txt[]
 353
 354 include::serials/D-subscription-ASCV.txt[]
 355
 356 include::serials/E-edit_subscriptions.txt[]
 357
 358 include::serials/F-Receiving.txt[]
 359
 360 include::serials/G-Special_issue.txt[]
 361
 362 include::serials/H-holdings_statements.txt[]
 363
 364 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.txt[]
 365
 366 Circulation
 367 ===========
 368
 369 Introduction
 370 ------------
 371
 372 Use this section for understanding the circulation procedures in the Evergreen
 373 system.
 374
 375 include::circulation/circulating_items_web_client.txt[]
 376
 377 include::circulation/holds.txt[]
 378
 379 include::circulation/booking.txt[]
 380
 381 include::circulation/circulation_patron_records_web_client.txt[]
 382
 383 include::circulation/triggered_events.txt[]
 384
 385 // Push titles down one level.
 386 :leveloffset: 1
 387
 388 include::circulation/offline_mode.txt[]
 389
 390 include::circulation/self_check.txt[]
 391
 392 include::circulation/rfid_product_integration.txt[]
 393
 394 // Return to normal title levels.
 395 :leveloffset: 0
 396
 397 Reports
 398 =======
 399
 400 Introduction
 401 ------------
 402
 403 Learn how to create and use reports in Evergreen.
 404
 405 include::reports/reporter_daemon.txt[]
 406
 407 include::reports/reporter_folder.txt[]
 408
 409 include::reports/reporter_create_templates.txt[]
 410
 411 include::reports/reporter_generating_reports.txt[]
 412
 413 include::reports/reporter_view_output.txt[]
 414
 415 include::reports/reporter_cloning_shared_templates.txt[]
 416
 417 include::reports/reporter_add_data_source.txt[]
 418
 419 include::reports/reporter_running_recurring_reports.txt[]
 420
 421 include::reports/reporter_template_terminology.txt[]
 422
 423 include::reports/reporter_template_enhancements.txt[]
 424
 425 include::reports/reporter_export_usingpgAdmin.txt[]
 426
 427 Using the Public Access Catalog
 428 ===============================
 429
 430 Introduction
 431 ------------
 432
 433 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.
 434
 435 include::opac/using_the_public_access_catalog.txt[]
 436
 437 include::opac/my_lists.txt[]
 438
 439 include::opac/kids_opac.txt[]
 440
 441 include::opac/catalog_browse.txt[]
 442
 443 include::opac/advanced_features.txt[]
 444
 445 include::opac/tpac_meta_record_holds.txt[]
 446
 447 include::opac/linked_libraries.txt[]
 448
 449 include::opac/opensearch.txt[]
 450
 451 // Push titles down one level.
 452 :leveloffset: 1
 453
 454 include::opac/search_form.txt[]
 455
 456 // Return to normal title levels.
 457 :leveloffset: 0
 458
 459
 460 Developer Resources
 461 ===================
 462
 463 Introduction
 464 ------------
 465
 466 Developers can use this part to learn more about the programming languages,
 467 communication protocols and standards used in Evergreen.
 468
 469 include::development/support_scripts.txt[]
 470
 471 // Push titles down one level.
 472 :leveloffset: 1
 473
 474 include::development/pgtap.txt[]
 475 include::development/intro_opensrf.txt[]
 476 include::development/updating_translations_launchpad.txt[]
 477
 478 // Return to normal title levels.
 479 :leveloffset: 0
 480
 481
 482 Getting Data from Evergreen
 483 ===========================
 484
 485 Introduction
 486 ------------
 487
 488 You may be interested in re-using data from your Evergreen installation in
 489 another application.  This part describes several methods to get the data
 490 you need.
 491
 492 // Push titles down one level.
 493 :leveloffset: 1
 494
 495 include::development/data_supercat.txt[]
 496
 497 include::development/data_unapi.txt[]
 498
 499 // Return to normal title levels.
 500 :leveloffset: 0
 501
 502 include::attributions.txt[]
 503
 504 include::licensing.txt[]
 505
 506 [appendix]
 507 Admonitions
 508 ===========
 509
 510 * Note
 511
 512 image::media/note.png[]
 513
 514 * warning
 515
 516 image::media/warning.png[]
 517
 518 * caution
 519
 520 image::media/caution.png[]
 521
 522 * tip
 523
 524 image::media/tip.png[]
 525
 526 [index]
 527 Index
 528 =====
 529