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[]
29 include::admin/web-client-browser-best-practices.adoc[]
33 include::shared/workstation_settings.adoc[]
37 include::admin/librarysettings.adoc[]
41 Organizational Unit administration
42 ==================================
46 include::admin_initial_setup/describing_your_organization.adoc[]
48 include::admin/lsa-standing_penalties.adoc[]
52 include::admin_initial_setup/ordering_materials.adoc[]
54 include::admin/acquisitions_admin.adoc[]
59 Cataloging administration
60 =========================
62 include::admin/authorities.adoc[]
64 include::admin/cn_prefixes_and_suffixes.adoc[]
66 include::admin/lsa-statcat.adoc[]
68 include::admin/MARC_Import_Remove_Fields.adoc[]
70 include::admin/copy_tags_admin.adoc[]
72 include::admin/MARC_RAD_MVF_CRA.adoc[]
74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
76 include::admin/copy_locations.adoc[]
80 include::admin_initial_setup/importing_via_staff_client.adoc[]
84 Circulation administration
85 ==========================
91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
96 include::admin_initial_setup/borrowing_items.adoc[]
98 include::admin/circulation_limit_groups.adoc[]
100 include::admin/hold_driven_recalls.adoc[]
105 include::admin/copy_statuses.adoc[]
107 include::admin/circing_uncataloged_materials.adoc[]
109 include::admin/patron_self_registration.adoc[]
112 Holds, transits, and resource sharing
113 -------------------------------------
117 include::admin/age_hold_protection.adoc[]
119 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
121 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
125 include::admin/floating_groups.adoc[]
132 This section discusses how to manage and report on payments accepted by your library's circulation processes.
134 Accepting credit card payments
135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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>>.
142 include::admin/desk_payments.adoc[]
146 include::admin/allowed_payments.adoc[]
150 include::circulation/user_buckets.adoc[]
155 Circulation timesavers and workflows
156 ------------------------------------
158 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
162 include::admin/lsa-barcode_completion.adoc[]
164 include::admin/lsa-address_alert.adoc[]
171 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
173 include::admin/hours.adoc[]
175 include::admin/closed_dates.adoc[]
177 include::admin/emergency_closing_handler.adoc[]
181 include::admin_initial_setup/hard_due_dates.adoc[]
185 include::admin/booking-admin.adoc[]
187 include::admin/receipt_template_editor.adoc[]
191 include::circulation/self_check_configuration.adoc[]
195 include::admin/actiontriggers.adoc[]
203 include::admin/search_settings_web_client.adoc[]
205 include::admin/popularity_badges_web_client.adoc[]
209 Patron User Experience Administration
210 =====================================
215 This section describes settings for the OPAC, including patron self-registration and other functionalities.
217 include::admin/SMS_messaging.adoc[]
219 include::opac/linked_libraries.adoc[]
228 Learn how to create and use reports in Evergreen.
230 include::reports/reporter_folder.adoc[]
232 include::reports/reporter_create_templates.adoc[]
234 include::reports/reporter_generating_reports.adoc[]
236 include::reports/reporter_view_output.adoc[]
238 include::reports/reporter_cloning_shared_templates.adoc[]
240 include::reports/reporter_running_recurring_reports.adoc[]
242 include::reports/reporter_template_terminology.adoc[]
244 include::reports/reporter_template_enhancements.adoc[]
246 include::reports/reporter_export_usingpgAdmin.adoc[]
258 This section describes how to administer staff accounts.
262 include::admin_initial_setup/describing_your_people.adoc[]
266 include::admin/permissions.adoc[]
268 include::admin/lsa-work_log.adoc[]
270 include::admin/staff_client-recent_searches.adoc[]
275 include::shared/attributions.adoc[]
277 include::shared/end_matter.adoc[]