3fc4335a16ce40e4088ca78aec83472388c4b5c4
[working/Evergreen.git] / docs / root_staff_client_admin.adoc
1 Evergreen System Administration at your Library
2 ===============================================
3 Documentation Interest Group
4 :doctype: book
5 :toc:
6 :numbered:
7
8 Introduction
9 ============
10
11 include::shared/about_this_documentation.adoc[]
12
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.
15
16 It is organized into Parts, Chapters, and Sections addressing key
17 aspects of the software. 
18
19 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
20
21
22
23 include::shared/about_evergreen.adoc[]
24
25 :leveloffset: -1
26
27 include::admin/web_client-login.adoc[]
28
29 include::admin/web-client-browser-best-practices.adoc[]
30
31 :leveloffset: 0
32
33 include::shared/workstation_settings.adoc[]
34
35 :leveloffset: -1
36
37 include::admin/librarysettings.adoc[]
38
39 :leveloffset: 0
40
41 Organizational Unit administration
42 ==================================
43
44 :leveloffset: 1
45
46 include::admin_initial_setup/describing_your_organization.adoc[]
47
48 include::admin/lsa-standing_penalties.adoc[]
49
50 :leveloffset: 0
51
52 include::admin_initial_setup/ordering_materials.adoc[]
53
54 include::admin/acquisitions_admin.adoc[]
55
56
57
58 // Cat
59 Cataloging administration
60 =========================
61
62 include::admin/authorities.adoc[]
63
64 include::admin/cn_prefixes_and_suffixes.adoc[]
65
66 include::admin/lsa-statcat.adoc[]
67
68 include::admin/MARC_Import_Remove_Fields.adoc[]
69
70 include::admin/copy_tags_admin.adoc[]
71
72 include::admin/MARC_RAD_MVF_CRA.adoc[]
73
74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
75
76 include::admin/copy_locations.adoc[]
77
78 :leveloffset: 1
79
80 include::admin_initial_setup/importing_via_staff_client.adoc[]
81
82 :leveloffset: 0
83 // Circ
84 Circulation administration
85 ==========================
86
87
88 Circulation policies
89 --------------------
90
91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
92
93
94 :leveloffset: 2
95
96 include::admin_initial_setup/borrowing_items.adoc[]
97
98 include::admin/autorenewals.adoc[]
99
100 include::admin/circulation_limit_groups.adoc[]
101
102 include::admin/hold_driven_recalls.adoc[]
103
104
105 :leveloffset: 0
106
107 include::admin/copy_statuses.adoc[]
108
109 include::admin/circing_uncataloged_materials.adoc[]
110
111 include::admin/patron_registration.adoc[]
112
113 include::admin/patron_self_registration.adoc[]
114
115
116 Holds, transits, and resource sharing
117 -------------------------------------
118
119 :leveloffset: 1
120
121 include::admin/age_hold_protection.adoc[]
122
123 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
124
125 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
126
127 :leveloffset: 2
128
129 include::admin/floating_groups.adoc[]
130
131 :leveloffset: 0
132
133 Working with money
134 ------------------
135
136 This section discusses how to manage and report on payments accepted by your library's circulation processes.
137
138 Accepting credit card payments
139 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
140
141 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
142 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
143
144 :leveloffset: 1
145
146 include::admin/desk_payments.adoc[]
147
148 :leveloffset: 0
149
150 include::admin/allowed_payments.adoc[]
151
152 :leveloffset: 1
153
154 include::circulation/user_buckets.adoc[]
155
156 :leveloffset: 0
157
158
159 Circulation timesavers and workflows
160 ------------------------------------
161
162 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
163
164 :leveloffset: 1
165
166 include::admin/lsa-barcode_completion.adoc[]
167
168 include::admin/lsa-address_alert.adoc[]
169
170 :leveloffset: 0
171
172 Library closures
173 ----------------
174
175 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
176
177 include::admin/hours.adoc[]
178
179 include::admin/closed_dates.adoc[]
180
181 include::admin/emergency_closing_handler.adoc[]
182
183 :leveloffset: 1
184
185 include::admin_initial_setup/hard_due_dates.adoc[]
186
187 :leveloffset: 0
188
189 include::admin/booking-admin.adoc[]
190
191 include::admin/receipt_template_editor.adoc[]
192
193 :leveloffset: 1
194
195 include::circulation/self_check_configuration.adoc[]
196
197 :leveloffset: -1
198
199 include::admin/actiontriggers.adoc[]
200
201 :leveloffset: 0
202
203 // SEARCH ADMIN
204 Search Settings
205 ===============
206
207 include::admin/search_settings_web_client.adoc[]
208
209 include::admin/popularity_badges_web_client.adoc[]
210
211 :leveloffset: -1
212
213 include::admin/multilingual_search.adoc[]
214
215 :leveloffset: 0
216
217
218 // Patron UX
219 Patron User Experience Administration
220 =====================================
221
222 Introduction
223 ------------
224
225 This section describes settings for the OPAC, including patron self-registration and other functionalities.
226
227 include::admin/SMS_messaging.adoc[]
228
229 include::opac/linked_libraries.adoc[]
230
231
232 Reports
233 =======
234
235 Introduction
236 ------------
237
238 Learn how to create and use reports in Evergreen.
239
240 include::reports/reporter_folder.adoc[]
241
242 include::reports/reporter_create_templates.adoc[]
243
244 include::reports/reporter_generating_reports.adoc[]
245
246 include::reports/reporter_view_output.adoc[]
247
248 include::reports/reporter_cloning_shared_templates.adoc[]
249
250 include::reports/reporter_running_recurring_reports.adoc[]
251
252 include::reports/reporter_template_terminology.adoc[]
253
254 include::reports/reporter_template_enhancements.adoc[]
255
256 include::reports/reporter_export_usingpgAdmin.adoc[]
257
258
259
260 // Staff
261
262 Staff administration
263 ====================
264
265 Introduction
266 ------------
267
268 This section describes how to administer staff accounts.
269
270 :leveloffset: 1
271
272 include::admin_initial_setup/describing_your_people.adoc[]
273
274 :leveloffset: 0
275
276 include::admin/permissions.adoc[]
277
278 include::admin/lsa-work_log.adoc[]
279
280 include::admin/staff_client-recent_searches.adoc[]
281
282
283 :leveloffset: 0
284
285 include::shared/attributions.adoc[]
286
287 include::shared/end_matter.adoc[]
288