1 Evergreen System Administration at your Library
2 ===============================================
3 Documentation Interest Group
11 include::shared/about_this_documentation.adoc[]
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.
16 It is organized into Parts, Chapters, and Sections addressing key
17 aspects of the software.
19 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
23 include::shared/about_evergreen.adoc[]
27 include::admin/web_client-login.adoc[]
31 include::admin/web_client-browser-tab-shortcuts.adoc[]
35 include::admin/librarysettings.adoc[]
40 Organizational Unit administration
41 ==================================
45 include::admin_initial_setup/describing_your_organization.adoc[]
47 include::admin/lsa-standing_penalties.adoc[]
51 include::admin_initial_setup/ordering_materials.adoc[]
53 include::admin/acquisitions_admin.adoc[]
58 Cataloging administration
59 =========================
61 include::admin/authorities.adoc[]
63 include::admin/cn_prefixes_and_suffixes.adoc[]
65 include::admin/lsa-statcat.adoc[]
67 include::admin/MARC_Import_Remove_Fields.adoc[]
69 include::admin/MARC_RAD_MVF_CRA.adoc[]
71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
75 include::admin_initial_setup/importing_via_staff_client.adoc[]
79 Circulation administration
80 ==========================
86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
91 include::admin_initial_setup/borrowing_items.adoc[]
93 include::admin/circulation_limit_groups.adoc[]
95 include::admin/hold_driven_recalls.adoc[]
100 include::admin/copy_statuses.adoc[]
102 include::admin/circing_uncataloged_materials.adoc[]
108 This section discusses hold policies.
110 Transits and resource sharing
111 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
113 This section offers specific information and guidance about holds that involve multiple libraries.
117 include::admin/age_hold_protection.adoc[]
119 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
121 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
125 include::admin/floating_groups.adoc[]
132 This section discusses how to manage and report on payments accepted by your library's circulation processes.
134 Accepting credit card payments
135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
137 Evergreen can accept credit card payments.
142 Some info in the current Library Settings Editor docs
144 Paypal, Authorize.net, etc.
145 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
147 This section needs to be written
152 This section needs to be written
157 This section needs to be written
160 Circulation timesavers and workflows
161 ------------------------------------
163 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
167 include::admin/lsa-barcode_completion.adoc[]
169 include::admin/lsa-address_alert.adoc[]
171 include::admin/patron_address_by_zip_code.adoc[]
178 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
188 Need to move out of the describing your OU docs
192 include::admin_initial_setup/hard_due_dates.adoc[]
203 include::admin/booking-admin.adoc[]
210 Need to extract this from the offline circulation documentation
212 include::admin/workstation_admin_receipt_template_editor.adoc[]
216 include::circulation/self_check_configuration.adoc[]
222 Patron User Experience Administration
223 =====================================
228 This section describes settings for the OPAC, including patron self-registration and other functionalities.
230 include::admin/SMS_messaging.adoc[]
232 include::opac/linked_libraries.adoc[]
241 Learn how to create and use reports in Evergreen.
244 include::reports/reporter_daemon.adoc[]
246 include::reports/reporter_folder.adoc[]
248 include::reports/reporter_create_templates.adoc[]
250 include::reports/reporter_generating_reports.adoc[]
252 include::reports/reporter_view_output.adoc[]
254 include::reports/reporter_cloning_shared_templates.adoc[]
256 include::reports/reporter_running_recurring_reports.adoc[]
258 include::reports/reporter_template_terminology.adoc[]
260 include::reports/reporter_template_enhancements.adoc[]
262 include::reports/reporter_export_usingpgAdmin.adoc[]
274 This section describes how to administer staff accounts.
278 include::admin_initial_setup/describing_your_people.adoc[]
282 include::admin/permissions.adoc[]
284 include::admin/lsa-work_log.adoc[]
286 include::admin/recent_staff_searches.adoc[]
291 include::shared/attributions.adoc[]
293 include::shared/end_matter.adoc[]