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_7.txt[]
  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/template_toolkit.txt[]
 125
 126 // Push titles down one level.
 127 :leveloffset: 1
 128
 129 include::opac/new_skin_customizations.txt[]
 130
 131 // Return to normal title levels.
 132 :leveloffset: 0
 133
 134 include::admin/auto_suggest_search.txt[]
 135
 136 include::admin/authentication_proxy.txt[]
 137
 138 include::admin/customize_staff_client.txt[]
 139
 140 // Push titles down one level.
 141 :leveloffset: 1
 142
 143 include::admin/phonelist.txt[]
 144
 145 // Return to normal title levels.
 146 :leveloffset: 0
 147
 148 include::admin/sip_server.txt[]
 149
 150
 151 Using the Staff Client
 152 ======================
 153
 154
 155 Introduction
 156 ------------
 157
 158 This part of the documentation deals with general Staff Client usage including
 159 logging in, navigation and shortcuts.
 160
 161
 162 include::admin/staff_client-login.txt[]
 163
 164 include::admin/staff_client-button_bar_toolbar.txt[]
 165
 166 include::admin/staff_client-sticky_settings.txt[]
 167
 168 include::admin/staff_client-tab_buttons.txt[]
 169
 170 include::admin/staff_client-double_clicking.txt[]
 171
 172 include::admin/staff_client-patron_border.txt[]
 173
 174 include::admin/staff_client-sorting_columns.txt[]
 175
 176 include::admin/staff_client-column_picker.txt[]
 177
 178 include::admin/staff_client-recent_searches.txt[]
 179
 180 include::admin/staff_client-return_to_results_from_marc.txt[]
 181
 182 include::admin/workstation_admin.txt[]
 183
 184 System Administration From the Staff Client
 185 ===========================================
 186
 187 Introduction
 188 ------------
 189
 190 This part deals with the options in the Server Administration menu found in the
 191 staff client.
 192
 193 // Follow structure from staff client system admin menu.
 194
 195 include::admin/acquisitions_admin.txt[]
 196
 197 include::admin/authorities.txt[]
 198
 199 include::admin/Best_Hold_Selection_Sort_Order.txt[]
 200
 201 include::admin/booking-admin.txt[]
 202
 203 include::admin/cn_prefixes_and_suffixes.txt[]
 204
 205 include::admin/circulation_limit_groups.txt[]
 206
 207 include::admin/copy_statuses.txt[]
 208
 209 // Push titles down one level.
 210 :leveloffset: 1
 211
 212 include::admin/floating_groups.txt[]
 213
 214 // Return to normal title levels.
 215 :leveloffset: 0
 216
 217 include::admin/MARC_Import_Remove_Fields.txt[]
 218
 219 include::admin/MARC_RAD_MVF_CRA.txt[]
 220
 221 include::admin/Org_Unit_Proximity_Adjustments.txt[]
 222
 223 include::admin/permissions.txt[]
 224
 225 include::admin/SMS_messaging.txt[]
 226
 227 include::admin/user_activity_type.txt[]
 228
 229 include::admin/restrict_Z39.50_sources_by_perm_group.txt[]
 230
 231
 232 Local Administration
 233 ====================
 234
 235 Introduction
 236 ------------
 237
 238 This part covers the options in the Local Administration menu found in the staff
 239 client.
 240
 241 // Follow structure from staff client local admin menu.
 242
 243 include::admin/lsa-address_alert.txt[]
 244
 245 // Push titles down one level.
 246 :leveloffset: 1
 247
 248 include::admin/hold_driven_recalls.txt[]
 249
 250 // Return to normal title levels.
 251 :leveloffset: 0
 252
 253 include::admin/actiontriggers.txt[]
 254
 255 include::admin/recent_staff_searches.txt[]
 256
 257 include::admin/lsa-library_settings_editor.txt[]
 258
 259 include::admin/lsa-standing_penalties.txt[]
 260
 261 include::admin/lsa-statcat.txt[]
 262
 263 include::admin/lsa-work_log.txt[]
 264
 265 Acquisitions
 266 ===========
 267
 268 include::acquisitions/introduction.txt[]
 269
 270 include::acquisitions/selection_lists_po.txt[]
 271
 272 include::acquisitions/invoices.txt[]
 273
 274 include::acquisitions/receive_items_from_invoice.txt[]
 275
 276 include::acquisitions/vandelay_acquisitions_integration.txt[]
 277
 278
 279 Cataloging
 280 ==========
 281
 282 Introduction
 283 ------------
 284
 285 Cataloguers should use this part for understanding the cataloguing procedures
 286 used in Evergreen.
 287
 288 include::cataloging/MARC_Fixed_Field.txt[]
 289
 290 include::cataloging/physical_char_wizard.txt[]
 291
 292 include::cataloging/batch_importing_MARC.txt[]
 293
 294 include::cataloging/overlay_record_3950_import.txt[]
 295
 296 include::cataloging/z39.50_search_enhancements.txt[]
 297
 298 include::cataloging/monograph_parts.txt[]
 299
 300 include::cataloging/conjoined_items.txt[]
 301
 302 include::cataloging/cataloging_electronic_resources.txt[]
 303
 304 include::cataloging/tpac_copy_edit_links.txt[]
 305
 306 include::cataloging/link_checker.txt[]
 307
 308
 309 Serials
 310 =======
 311
 312 include::serials/A-intro.txt[]
 313
 314 include::serials/B-copy_template.txt[]
 315
 316 include::serials/C-subscription-SCV.txt[]
 317
 318 include::serials/D-subscription-ASCV.txt[]
 319
 320 include::serials/E-edit_subscriptions.txt[]
 321
 322 include::serials/F-Receiving.txt[]
 323
 324 include::serials/G-Special_issue.txt[]
 325
 326 include::serials/H-holdings_statements.txt[]
 327
 328 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.txt[]
 329
 330 Circulation
 331 ===========
 332
 333 Introduction
 334 ------------
 335
 336 Use this section for understanding the circulation procedures in the Evergreen
 337 system.
 338
 339 include::circulation/circulating_items.txt[]
 340
 341 include::circulation/holds.txt[]
 342
 343 include::circulation/booking.txt[]
 344
 345 include::circulation/circulation_patron_records.txt[]
 346
 347 include::circulation/triggered_events.txt[]
 348
 349 // Push titles down one level.
 350 :leveloffset: 1
 351
 352 include::circulation/offline_mode.txt[]
 353
 354 include::circulation/self_check.txt[]
 355
 356 include::circulation/rfid_product_integration.txt[]
 357
 358 // Return to normal title levels.
 359 :leveloffset: 0
 360
 361 Reports
 362 =======
 363
 364 Introduction
 365 ------------
 366
 367 Learn how to create and use reports in Evergreen.
 368
 369 include::reports/reporter_daemon.txt[]
 370
 371 include::reports/reporter_folder.txt[]
 372
 373 include::reports/reporter_create_templates.txt[]
 374
 375 include::reports/reporter_generating_reports.txt[]
 376
 377 include::reports/reporter_view_output.txt[]
 378
 379 include::reports/reporter_cloning_shared_templates.txt[]
 380
 381 include::reports/reporter_add_data_source.txt[]
 382
 383 include::reports/reporter_running_recurring_reports.txt[]
 384
 385 include::reports/reporter_template_terminology.txt[]
 386
 387 include::reports/reporter_template_enhancements.txt[]
 388
 389 include::reports/reporter_export_usingpgAdmin.txt[]
 390
 391 Using the Public Access Catalog
 392 ===============================
 393
 394 Introduction
 395 ------------
 396
 397 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.
 398
 399 include::opac/using_the_public_access_catalog.txt[]
 400
 401 include::opac/my_lists.txt[]
 402
 403 include::opac/kids_opac.txt[]
 404
 405 include::opac/catalog_browse.txt[]
 406
 407 include::opac/advanced_features.txt[]
 408
 409 include::opac/tpac_meta_record_holds.txt[]
 410
 411 include::opac/linked_libraries.txt[]
 412
 413 include::opac/opensearch.txt[]
 414
 415 // Push titles down one level.
 416 :leveloffset: 1
 417
 418 include::opac/search_form.txt[]
 419
 420 // Return to normal title levels.
 421 :leveloffset: 0
 422
 423
 424 Developer Resources
 425 ===================
 426
 427 Introduction
 428 ------------
 429
 430 Developers can use this part to learn more about the programming languages,
 431 communication protocols and standards used in Evergreen.
 432
 433 include::development/support_scripts.txt[]
 434
 435 // Push titles down one level.
 436 :leveloffset: 1
 437
 438 include::development/pgtap.txt[]
 439 include::development/intro_opensrf.txt[]
 440 include::development/updating_translations_launchpad.txt[]
 441
 442 // Return to normal title levels.
 443 :leveloffset: 0
 444
 445 include::attributions.txt[]
 446
 447 include::licensing.txt[]
 448
 449 [appendix]
 450 Admonitions
 451 ===========
 452
 453 * Note
 454
 455 image::media/note.png[]
 456
 457 * warning
 458
 459 image::media/warning.png[]
 460
 461 * caution
 462
 463 image::media/caution.png[]
 464
 465 * tip
 466
 467 image::media/tip.png[]
 468
 469 [index]
 470 Index
 471 =====
 472