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[]
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  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
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 141
 142 include::admin/desk_payments.adoc[]
 143
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 145
 146 include::admin/allowed_payments.adoc[]
 147
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 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 include::admin/emergency_closing_handler.adoc[]
 178
 179 :leveloffset: 1
 180
 181 include::admin_initial_setup/hard_due_dates.adoc[]
 182
 183 :leveloffset: 0
 184
 185 include::admin/booking-admin.adoc[]
 186
 187 include::admin/receipt_template_editor.adoc[]
 188
 189 :leveloffset: 1
 190
 191 include::circulation/self_check_configuration.adoc[]
 192
 193 :leveloffset: -1
 194
 195 include::admin/actiontriggers.adoc[]
 196
 197 :leveloffset: 0
 198
 199 // SEARCH ADMIN
 200 Search Settings
 201 ===============
 202
 203 include::admin/search_settings_web_client.adoc[]
 204
 205 include::admin/popularity_badges_web_client.adoc[]
 206
 207
 208 // Patron UX
 209 Patron User Experience Administration
 210 =====================================
 211
 212 Introduction
 213 ------------
 214
 215 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 216
 217 include::admin/SMS_messaging.adoc[]
 218
 219 include::opac/linked_libraries.adoc[]
 220
 221
 222 Reports
 223 =======
 224
 225 Introduction
 226 ------------
 227
 228 Learn how to create and use reports in Evergreen.
 229
 230 include::reports/reporter_folder.adoc[]
 231
 232 include::reports/reporter_create_templates.adoc[]
 233
 234 include::reports/reporter_generating_reports.adoc[]
 235
 236 include::reports/reporter_view_output.adoc[]
 237
 238 include::reports/reporter_cloning_shared_templates.adoc[]
 239
 240 include::reports/reporter_running_recurring_reports.adoc[]
 241
 242 include::reports/reporter_template_terminology.adoc[]
 243
 244 include::reports/reporter_template_enhancements.adoc[]
 245
 246 include::reports/reporter_export_usingpgAdmin.adoc[]
 247
 248
 249
 250 // Staff
 251
 252 Staff administration
 253 ====================
 254
 255 Introduction
 256 ------------
 257
 258 This section describes how to administer staff accounts.
 259
 260 :leveloffset: 1
 261
 262 include::admin_initial_setup/describing_your_people.adoc[]
 263
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 265
 266 include::admin/permissions.adoc[]
 267
 268 include::admin/lsa-work_log.adoc[]
 269
 270 include::admin/staff_client-recent_searches.adoc[]
 271
 272
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 274
 275 include::shared/attributions.adoc[]
 276
 277 include::shared/end_matter.adoc[]
 278