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