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[]
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  27 include::admin/web_client-login.adoc[]
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  31 include::admin/web_client-browser-tab-shortcuts.adoc[]
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  35 include::admin/librarysettings.adoc[]
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  37
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  39
  40 Organizational Unit administration
  41 ==================================
  42
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  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  51 include::admin_initial_setup/ordering_materials.adoc[]
  52
  53 include::admin/acquisitions_admin.adoc[]
  54
  55
  56
  57 // Cat
  58 Cataloging administration
  59 =========================
  60
  61 include::admin/authorities.adoc[]
  62
  63 include::admin/cn_prefixes_and_suffixes.adoc[]
  64
  65 include::admin/lsa-statcat.adoc[]
  66
  67 include::admin/MARC_Import_Remove_Fields.adoc[]
  68
  69 include::admin/MARC_RAD_MVF_CRA.adoc[]
  70
  71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  72
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  75 include::admin_initial_setup/importing_via_staff_client.adoc[]
  76
  77 :leveloffset: 0
  78 // Circ
  79 Circulation administration
  80 ==========================
  81
  82
  83 Circulation policies
  84 --------------------
  85
  86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  87
  88
  89 :leveloffset: 2
  90
  91 include::admin_initial_setup/borrowing_items.adoc[]
  92
  93 include::admin/circulation_limit_groups.adoc[]
  94
  95 include::admin/hold_driven_recalls.adoc[]
  96
  97
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  99
 100 include::admin/copy_statuses.adoc[]
 101
 102 include::admin/circing_uncataloged_materials.adoc[]
 103
 104
 105 Holds, transits, and resource sharing
 106 -------------------------------------
 107
 108 :leveloffset: 1
 109
 110 include::admin/age_hold_protection.adoc[]
 111
 112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 113
 114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 115
 116 :leveloffset: 2
 117
 118 include::admin/floating_groups.adoc[]
 119
 120 :leveloffset: 0
 121
 122 Working with money
 123 ------------------
 124
 125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 126
 127 Accepting credit card payments
 128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 129
 130 Evergreen can accept credit card payments.
 131
 132 Stripe
 133 ^^^^^^
 134
 135 Some info in the current Library Settings Editor docs
 136
 137 Paypal, Authorize.net, etc.
 138 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 139
 140 This section needs to be written
 141
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 143
 144 include::admin/desk_payments.adoc[]
 145
 146 :leveloffset: 0
 147
 148 Negative balances
 149 ~~~~~~~~~~~~~~~~~
 150
 151 This section needs to be written
 152
 153 :leveloffset: 1
 154
 155 include::circulation/user_buckets.adoc[]
 156
 157 :leveloffset: 0
 158
 159
 160 Circulation timesavers and workflows
 161 ------------------------------------
 162
 163 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 164
 165 :leveloffset: 1
 166
 167 include::admin/lsa-barcode_completion.adoc[]
 168
 169 include::admin/lsa-address_alert.adoc[]
 170
 171 :leveloffset: 0
 172
 173 Library closures
 174 ----------------
 175
 176 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 177
 178 Library hours
 179 ~~~~~~~~~~~~~
 180
 181 In OU settings
 182
 183 Closed dates
 184 ~~~~~~~~~~~~
 185
 186 Need to move out of the describing your OU docs
 187
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 189
 190 include::admin_initial_setup/hard_due_dates.adoc[]
 191
 192 :leveloffset: 0
 193
 194 Age to lost
 195 ~~~~~~~~~~~
 196
 197 No documentation yet
 198
 199 :leveloffset: 1
 200
 201 include::admin/booking-admin.adoc[]
 202
 203 :leveloffset: 0
 204
 205 Offline circulation
 206 -------------------
 207
 208 Need to extract this from the offline circulation documentation
 209
 210 include::admin/workstation_admin_receipt_template_editor.adoc[]
 211
 212 :leveloffset: 1
 213
 214 include::circulation/self_check_configuration.adoc[]
 215
 216 :leveloffset: 0
 217
 218
 219 // Patron UX
 220 Patron User Experience Administration
 221 =====================================
 222
 223 Introduction
 224 ------------
 225
 226 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 227
 228 include::admin/SMS_messaging.adoc[]
 229
 230 include::opac/linked_libraries.adoc[]
 231
 232
 233 Reports
 234 =======
 235
 236 Introduction
 237 ------------
 238
 239 Learn how to create and use reports in Evergreen.
 240
 241 include::reports/reporter_folder.adoc[]
 242
 243 include::reports/reporter_create_templates.adoc[]
 244
 245 include::reports/reporter_generating_reports.adoc[]
 246
 247 include::reports/reporter_view_output.adoc[]
 248
 249 include::reports/reporter_cloning_shared_templates.adoc[]
 250
 251 include::reports/reporter_running_recurring_reports.adoc[]
 252
 253 include::reports/reporter_template_terminology.adoc[]
 254
 255 include::reports/reporter_template_enhancements.adoc[]
 256
 257 include::reports/reporter_export_usingpgAdmin.adoc[]
 258
 259
 260
 261 // Staff
 262
 263 Staff administration
 264 ====================
 265
 266 Introduction
 267 ------------
 268
 269 This section describes how to administer staff accounts.
 270
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 272
 273 include::admin_initial_setup/describing_your_people.adoc[]
 274
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 276
 277 include::admin/permissions.adoc[]
 278
 279 include::admin/lsa-work_log.adoc[]
 280
 281 include::admin/recent_staff_searches.adoc[]
 282
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 285
 286 include::shared/attributions.adoc[]
 287
 288 include::shared/end_matter.adoc[]
 289