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[]
  34
  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/autorenewals.adoc[]
  99
 100 include::admin/circulation_limit_groups.adoc[]
 101
 102 include::admin/hold_driven_recalls.adoc[]
 103
 104
 105 :leveloffset: 0
 106
 107 include::admin/copy_statuses.adoc[]
 108
 109 include::admin/circing_uncataloged_materials.adoc[]
 110
 111 include::admin/patron_registration.adoc[]
 112
 113 include::admin/patron_self_registration.adoc[]
 114
 115
 116 Holds, transits, and resource sharing
 117 -------------------------------------
 118
 119 :leveloffset: 1
 120
 121 include::admin/age_hold_protection.adoc[]
 122
 123 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 124
 125 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 126
 127 :leveloffset: 2
 128
 129 include::admin/floating_groups.adoc[]
 130
 131 :leveloffset: 0
 132
 133 Working with money
 134 ------------------
 135
 136 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 137
 138 Accepting credit card payments
 139 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 140
 141 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 142 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 143
 144 :leveloffset: 1
 145
 146 include::admin/desk_payments.adoc[]
 147
 148 :leveloffset: 0
 149
 150 include::admin/allowed_payments.adoc[]
 151
 152 :leveloffset: 1
 153
 154 include::circulation/user_buckets.adoc[]
 155
 156 :leveloffset: 0
 157
 158
 159 Circulation timesavers and workflows
 160 ------------------------------------
 161
 162 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 163
 164 :leveloffset: 1
 165
 166 include::admin/lsa-barcode_completion.adoc[]
 167
 168 include::admin/lsa-address_alert.adoc[]
 169
 170 :leveloffset: 0
 171
 172 Library closures
 173 ----------------
 174
 175 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 176
 177 include::admin/hours.adoc[]
 178
 179 include::admin/closed_dates.adoc[]
 180
 181 include::admin/emergency_closing_handler.adoc[]
 182
 183 :leveloffset: 1
 184
 185 include::admin_initial_setup/hard_due_dates.adoc[]
 186
 187 :leveloffset: 0
 188
 189 include::admin/booking-admin.adoc[]
 190
 191 include::admin/receipt_template_editor.adoc[]
 192
 193 :leveloffset: 1
 194
 195 include::circulation/self_check_configuration.adoc[]
 196
 197 :leveloffset: 0
 198
 199 // SEARCH ADMIN
 200 Search Settings
 201 ===============
 202
 203 include::admin/search_settings_web_client.adoc[]
 204
 205 include::admin/popularity_badges_web_client.adoc[]
 206
 207 :leveloffset: -1
 208
 209 include::admin/multilingual_search.adoc[]
 210
 211 include::admin/infrastructure_auth_browse.adoc[]
 212
 213 include::admin/virtual_index_defs.adoc[]
 214
 215 :leveloffset: 0
 216
 217
 218 // Patron UX
 219 Patron User Experience Administration
 220 =====================================
 221
 222 Introduction
 223 ------------
 224
 225 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 226
 227 include::admin/SMS_messaging.adoc[]
 228
 229 include::opac/linked_libraries.adoc[]
 230
 231
 232 Reports
 233 =======
 234
 235 Introduction
 236 ------------
 237
 238 Learn how to create and use reports in Evergreen.
 239
 240 include::reports/reporter_folder.adoc[]
 241
 242 include::reports/reporter_create_templates.adoc[]
 243
 244 include::reports/reporter_generating_reports.adoc[]
 245
 246 include::reports/reporter_view_output.adoc[]
 247
 248 include::reports/reporter_cloning_shared_templates.adoc[]
 249
 250 include::reports/reporter_running_recurring_reports.adoc[]
 251
 252 include::reports/reporter_template_terminology.adoc[]
 253
 254 include::reports/reporter_template_enhancements.adoc[]
 255
 256 include::reports/reporter_export_usingpgAdmin.adoc[]
 257
 258
 259
 260 // Staff
 261
 262 Staff administration
 263 ====================
 264
 265 Introduction
 266 ------------
 267
 268 This section describes how to administer staff accounts.
 269
 270 :leveloffset: 1
 271
 272 include::admin_initial_setup/describing_your_people.adoc[]
 273
 274 :leveloffset: 0
 275
 276 include::admin/permissions.adoc[]
 277
 278 include::admin/lsa-work_log.adoc[]
 279
 280 include::admin/staff_client-recent_searches.adoc[]
 281
 282 // Other
 283
 284 Other administration
 285 ====================
 286
 287 Introduction
 288 ------------
 289
 290 This section describes other staff client administrator tasks.
 291
 292 include::admin/actiontriggers.adoc[]
 293
 294 :leveloffset: 0
 295
 296 include::shared/attributions.adoc[]
 297
 298 include::shared/end_matter.adoc[]