1 Evergreen System Administration at your Library
2 ===============================================
3 Documentation Interest Group
11 include::shared/about_this_documentation.adoc[]
13 This guide to Evergreen is intended to meet the needs of system administrators
14 at local libraries who use the staff client for their day-to-day work.
16 It is organized into Parts, Chapters, and Sections addressing key
17 aspects of the software.
19 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
23 include::shared/about_evergreen.adoc[]
27 include::admin/web_client-login.adoc[]
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
35 include::admin/librarysettings.adoc[]
40 Organizational Unit administration
41 ==================================
45 include::admin_initial_setup/describing_your_organization.adoc[]
47 include::admin/lsa-standing_penalties.adoc[]
51 include::admin_initial_setup/ordering_materials.adoc[]
53 include::admin/acquisitions_admin.adoc[]
58 Cataloging administration
59 =========================
61 include::admin/authorities.adoc[]
63 include::admin/cn_prefixes_and_suffixes.adoc[]
65 include::admin/lsa-statcat.adoc[]
67 include::admin/MARC_Import_Remove_Fields.adoc[]
69 include::admin/MARC_RAD_MVF_CRA.adoc[]
71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
75 include::admin_initial_setup/importing_via_staff_client.adoc[]
79 Circulation administration
80 ==========================
86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
91 include::admin_initial_setup/borrowing_items.adoc[]
93 include::admin/circulation_limit_groups.adoc[]
95 include::admin/hold_driven_recalls.adoc[]
100 include::admin/copy_statuses.adoc[]
102 include::circulation/self_check.adoc[]
106 Circulating uncataloged materials
107 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
109 This section discusses settings for circulating items that are not cataloged.
111 Pre-cataloged item settings
112 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
114 Needs to be written. There is a Pre-cat Item Circ Lib OU setting.
116 Non-cataloged item settings
117 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
119 Needs to be written. This is about Local Admin > Non-cataloged item type.
124 This section discusses hold policies.
126 Transits and resource sharing
127 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
129 This section offers specific information and guidance about holds that involve multiple libraries.
133 include::admin/age_hold_protection.adoc[]
135 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
137 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
141 include::admin/floating_groups.adoc[]
148 This section discusses how to manage and report on payments accepted by your library's circulation processes.
150 Accepting credit card payments
151 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
153 Evergreen can accept credit card payments.
158 Some info in the current Library Settings Editor docs
160 Paypal, Authorize.net, etc.
161 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
163 This section needs to be written
168 This section needs to be written
173 This section needs to be written
175 Circulation timesavers and workflows
176 ------------------------------------
178 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
182 include::admin/lsa-barcode_completion.adoc[]
184 include::admin/lsa-address_alert.adoc[]
186 include::admin/patron_address_by_zip_code.adoc[]
193 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
203 Need to move out of the describing your OU docs
207 include::admin_initial_setup/hard_due_dates.adoc[]
218 include::admin/booking-admin.adoc[]
225 Need to extract this from the offline circulation documentation
227 include::admin/workstation_admin_receipt_template_editor.adoc[]
229 Self-check administration
230 -------------------------
232 Need to extract this from the self-check documentation
235 Patron User Experience Administration
236 =====================================
241 This section describes settings for the OPAC, including patron self-registration and other functionalities.
243 include::admin/SMS_messaging.adoc[]
245 include::opac/linked_libraries.adoc[]
254 Learn how to create and use reports in Evergreen.
257 include::reports/reporter_daemon.adoc[]
259 include::reports/reporter_folder.adoc[]
261 include::reports/reporter_create_templates.adoc[]
263 include::reports/reporter_generating_reports.adoc[]
265 include::reports/reporter_view_output.adoc[]
267 include::reports/reporter_cloning_shared_templates.adoc[]
269 include::reports/reporter_running_recurring_reports.adoc[]
271 include::reports/reporter_template_terminology.adoc[]
273 include::reports/reporter_template_enhancements.adoc[]
275 include::reports/reporter_export_usingpgAdmin.adoc[]
287 This section describes how to administer staff accounts.
291 include::admin_initial_setup/describing_your_people.adoc[]
295 include::admin/permissions.adoc[]
297 include::admin/lsa-work_log.adoc[]
299 include::admin/recent_staff_searches.adoc[]
304 include::shared/attributions.adoc[]
306 include::shared/end_matter.adoc[]