44a3dd184f13b39fa0dff8ab3bacc4e624ee0f04
[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/circulation_limit_groups.adoc[]
99
100 include::admin/hold_driven_recalls.adoc[]
101
102
103 :leveloffset: 0
104
105 include::admin/copy_statuses.adoc[]
106
107 include::admin/circing_uncataloged_materials.adoc[]
108
109 include::admin/patron_self_registration.adoc[]
110
111
112 Holds, transits, and resource sharing
113 -------------------------------------
114
115 :leveloffset: 1
116
117 include::admin/age_hold_protection.adoc[]
118
119 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
120
121 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
122
123 :leveloffset: 2
124
125 include::admin/floating_groups.adoc[]
126
127 :leveloffset: 0
128
129 Working with money
130 ------------------
131
132 This section discusses how to manage and report on payments accepted by your library's circulation processes.
133
134 Accepting credit card payments
135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
136
137 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
138 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
139
140 :leveloffset: 1
141
142 include::admin/desk_payments.adoc[]
143
144 :leveloffset: 0
145
146 include::admin/allowed_payments.adoc[]
147
148 :leveloffset: 1
149
150 include::circulation/user_buckets.adoc[]
151
152 :leveloffset: 0
153
154
155 Circulation timesavers and workflows
156 ------------------------------------
157
158 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
159
160 :leveloffset: 1
161
162 include::admin/lsa-barcode_completion.adoc[]
163
164 include::admin/lsa-address_alert.adoc[]
165
166 :leveloffset: 0
167
168 Library closures
169 ----------------
170
171 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
172
173 include::admin/hours.adoc[]
174
175 include::admin/closed_dates.adoc[]
176
177 :leveloffset: 1
178
179 include::admin_initial_setup/hard_due_dates.adoc[]
180
181 :leveloffset: 0
182
183 include::admin/booking-admin.adoc[]
184
185 include::admin/workstation_admin_receipt_template_editor.adoc[]
186
187 :leveloffset: 1
188
189 include::circulation/self_check_configuration.adoc[]
190
191
192 :leveloffset: 0
193
194 // SEARCH ADMIN
195 Search Settings
196 ===============
197
198 include::admin/search_settings_web_client.adoc[]
199
200 include::admin/popularity_badges_web_client.adoc[]
201
202
203 // Patron UX
204 Patron User Experience Administration
205 =====================================
206
207 Introduction
208 ------------
209
210 This section describes settings for the OPAC, including patron self-registration and other functionalities.
211
212 include::admin/SMS_messaging.adoc[]
213
214 include::opac/linked_libraries.adoc[]
215
216
217 Reports
218 =======
219
220 Introduction
221 ------------
222
223 Learn how to create and use reports in Evergreen.
224
225 include::reports/reporter_folder.adoc[]
226
227 include::reports/reporter_create_templates.adoc[]
228
229 include::reports/reporter_generating_reports.adoc[]
230
231 include::reports/reporter_view_output.adoc[]
232
233 include::reports/reporter_cloning_shared_templates.adoc[]
234
235 include::reports/reporter_running_recurring_reports.adoc[]
236
237 include::reports/reporter_template_terminology.adoc[]
238
239 include::reports/reporter_template_enhancements.adoc[]
240
241 include::reports/reporter_export_usingpgAdmin.adoc[]
242
243
244
245 // Staff
246
247 Staff administration
248 ====================
249
250 Introduction
251 ------------
252
253 This section describes how to administer staff accounts.
254
255 :leveloffset: 1
256
257 include::admin_initial_setup/describing_your_people.adoc[]
258
259 :leveloffset: 0
260
261 include::admin/permissions.adoc[]
262
263 include::admin/lsa-work_log.adoc[]
264
265 include::admin/staff_client-recent_searches.adoc[]
266
267
268 :leveloffset: 0
269
270 include::shared/attributions.adoc[]
271
272 include::shared/end_matter.adoc[]
273