Docs: adding info about pre-cat and non-cat for sysadmins
[working/Evergreen.git] / 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 :leveloffset: 0
30
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
32
33 :leveloffset: -1
34
35 include::admin/librarysettings.adoc[]
36
37
38 :leveloffset: 0
39
40 Organizational Unit administration
41 ==================================
42
43 :leveloffset: 1
44
45 include::admin_initial_setup/describing_your_organization.adoc[]
46
47 include::admin/lsa-standing_penalties.adoc[]
48
49 :leveloffset: 0
50
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
73 :leveloffset: 1
74
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
98 :leveloffset: 0
99
100 include::admin/copy_statuses.adoc[]
101
102 include::admin/circing_uncataloged_materials.adoc[]
103
104
105 Hold policies
106 -------------
107
108 This section discusses hold policies.
109
110 Transits and resource sharing
111 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
112
113 This section offers specific information and guidance about holds that involve multiple libraries.
114
115 :leveloffset: 2
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: 3
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 accept credit card payments.
138
139 Stripe
140 ^^^^^^
141
142 Some info in the current Library Settings Editor docs
143
144 Paypal, Authorize.net, etc.
145 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
146
147 This section needs to be written
148
149 Cash reports
150 ~~~~~~~~~~~~
151
152 This section needs to be written
153
154 Negative balances
155 ~~~~~~~~~~~~~~~~~
156
157 This section needs to be written
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 include::admin/patron_address_by_zip_code.adoc[]
172
173 :leveloffset: 0
174
175 Library closures
176 ----------------
177
178 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
179
180 Library hours
181 ~~~~~~~~~~~~~
182
183 In OU settings
184
185 Closed dates
186 ~~~~~~~~~~~~
187
188 Need to move out of the describing your OU docs
189
190 :leveloffset: 1
191
192 include::admin_initial_setup/hard_due_dates.adoc[]
193
194 :leveloffset: 0
195
196 Age to lost
197 ~~~~~~~~~~~
198
199 No documentation yet
200
201 :leveloffset: 1
202
203 include::admin/booking-admin.adoc[]
204
205 :leveloffset: 0
206
207 Offline circulation
208 -------------------
209
210 Need to extract this from the offline circulation documentation
211
212 include::admin/workstation_admin_receipt_template_editor.adoc[]
213
214 :leveloffset: 1
215
216 include::circulation/self_check_configuration.adoc[]
217
218 :leveloffset: 0
219
220
221 // Patron UX
222 Patron User Experience Administration
223 =====================================
224
225 Introduction
226 ------------
227
228 This section describes settings for the OPAC, including patron self-registration and other functionalities.
229
230 include::admin/SMS_messaging.adoc[]
231
232 include::opac/linked_libraries.adoc[]
233
234
235 Reports
236 =======
237
238 Introduction
239 ------------
240
241 Learn how to create and use reports in Evergreen.
242
243
244 include::reports/reporter_daemon.adoc[]
245
246 include::reports/reporter_folder.adoc[]
247
248 include::reports/reporter_create_templates.adoc[]
249
250 include::reports/reporter_generating_reports.adoc[]
251
252 include::reports/reporter_view_output.adoc[]
253
254 include::reports/reporter_cloning_shared_templates.adoc[]
255
256 include::reports/reporter_running_recurring_reports.adoc[]
257
258 include::reports/reporter_template_terminology.adoc[]
259
260 include::reports/reporter_template_enhancements.adoc[]
261
262 include::reports/reporter_export_usingpgAdmin.adoc[]
263
264
265
266 // Staff
267
268 Staff administration
269 ====================
270
271 Introduction
272 ------------
273
274 This section describes how to administer staff accounts.
275
276 :leveloffset: 1
277
278 include::admin_initial_setup/describing_your_people.adoc[]
279
280 :leveloffset: 0
281
282 include::admin/permissions.adoc[]
283
284 include::admin/lsa-work_log.adoc[]
285
286 include::admin/recent_staff_searches.adoc[]
287
288
289 :leveloffset: 0
290
291 include::shared/attributions.adoc[]
292
293 include::shared/end_matter.adoc[]
294