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
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  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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  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[]
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  50 :leveloffset: 0
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  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_registration.adoc[]
 110
 111 include::admin/patron_self_registration.adoc[]
 112
 113
 114 Holds, transits, and resource sharing
 115 -------------------------------------
 116
 117 :leveloffset: 1
 118
 119 include::admin/age_hold_protection.adoc[]
 120
 121 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 122
 123 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 124
 125 :leveloffset: 2
 126
 127 include::admin/floating_groups.adoc[]
 128
 129 :leveloffset: 0
 130
 131 Working with money
 132 ------------------
 133
 134 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 135
 136 Accepting credit card payments
 137 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 138
 139 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 140 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 141
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 144 include::admin/desk_payments.adoc[]
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 147
 148 include::admin/allowed_payments.adoc[]
 149
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 151
 152 include::circulation/user_buckets.adoc[]
 153
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 155
 156
 157 Circulation timesavers and workflows
 158 ------------------------------------
 159
 160 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 161
 162 :leveloffset: 1
 163
 164 include::admin/lsa-barcode_completion.adoc[]
 165
 166 include::admin/lsa-address_alert.adoc[]
 167
 168 :leveloffset: 0
 169
 170 Library closures
 171 ----------------
 172
 173 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 174
 175 include::admin/hours.adoc[]
 176
 177 include::admin/closed_dates.adoc[]
 178
 179 include::admin/emergency_closing_handler.adoc[]
 180
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 182
 183 include::admin_initial_setup/hard_due_dates.adoc[]
 184
 185 :leveloffset: 0
 186
 187 include::admin/booking-admin.adoc[]
 188
 189 include::admin/receipt_template_editor.adoc[]
 190
 191 :leveloffset: 1
 192
 193 include::circulation/self_check_configuration.adoc[]
 194
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 196
 197 include::admin/actiontriggers.adoc[]
 198
 199 :leveloffset: 0
 200
 201 // SEARCH ADMIN
 202 Search Settings
 203 ===============
 204
 205 include::admin/search_settings_web_client.adoc[]
 206
 207 include::admin/popularity_badges_web_client.adoc[]
 208
 209 :leveloffset: -1
 210
 211 include::admin/multilingual_search.adoc[]
 212
 213 :leveloffset: 0
 214
 215
 216 // Patron UX
 217 Patron User Experience Administration
 218 =====================================
 219
 220 Introduction
 221 ------------
 222
 223 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 224
 225 include::admin/SMS_messaging.adoc[]
 226
 227 include::opac/linked_libraries.adoc[]
 228
 229
 230 Reports
 231 =======
 232
 233 Introduction
 234 ------------
 235
 236 Learn how to create and use reports in Evergreen.
 237
 238 include::reports/reporter_folder.adoc[]
 239
 240 include::reports/reporter_create_templates.adoc[]
 241
 242 include::reports/reporter_generating_reports.adoc[]
 243
 244 include::reports/reporter_view_output.adoc[]
 245
 246 include::reports/reporter_cloning_shared_templates.adoc[]
 247
 248 include::reports/reporter_running_recurring_reports.adoc[]
 249
 250 include::reports/reporter_template_terminology.adoc[]
 251
 252 include::reports/reporter_template_enhancements.adoc[]
 253
 254 include::reports/reporter_export_usingpgAdmin.adoc[]
 255
 256
 257
 258 // Staff
 259
 260 Staff administration
 261 ====================
 262
 263 Introduction
 264 ------------
 265
 266 This section describes how to administer staff accounts.
 267
 268 :leveloffset: 1
 269
 270 include::admin_initial_setup/describing_your_people.adoc[]
 271
 272 :leveloffset: 0
 273
 274 include::admin/permissions.adoc[]
 275
 276 include::admin/lsa-work_log.adoc[]
 277
 278 include::admin/staff_client-recent_searches.adoc[]
 279
 280
 281 :leveloffset: 0
 282
 283 include::shared/attributions.adoc[]
 284
 285 include::shared/end_matter.adoc[]
 286