bd3c630d9f5c5ffba4890b2040a9e76d76fb549d
[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 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/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_registration.adoc[]
110
111 include::admin/patron_self_registration.adoc[]
112
113
114 Holds, transits, and resource sharing
115 -------------------------------------
116
117 :leveloffset: 1
118
119 include::admin/age_hold_protection.adoc[]
120
121 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
122
123 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
124
125 :leveloffset: 2
126
127 include::admin/floating_groups.adoc[]
128
129 :leveloffset: 0
130
131 Working with money
132 ------------------
133
134 This section discusses how to manage and report on payments accepted by your library's circulation processes.
135
136 Accepting credit card payments
137 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
138
139 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
140 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
141
142 :leveloffset: 1
143
144 include::admin/desk_payments.adoc[]
145
146 :leveloffset: 0
147
148 include::admin/allowed_payments.adoc[]
149
150 :leveloffset: 1
151
152 include::circulation/user_buckets.adoc[]
153
154 :leveloffset: 0
155
156
157 Circulation timesavers and workflows
158 ------------------------------------
159
160 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
161
162 :leveloffset: 1
163
164 include::admin/lsa-barcode_completion.adoc[]
165
166 include::admin/lsa-address_alert.adoc[]
167
168 :leveloffset: 0
169
170 Library closures
171 ----------------
172
173 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
174
175 include::admin/hours.adoc[]
176
177 include::admin/closed_dates.adoc[]
178
179 include::admin/emergency_closing_handler.adoc[]
180
181 :leveloffset: 1
182
183 include::admin_initial_setup/hard_due_dates.adoc[]
184
185 :leveloffset: 0
186
187 include::admin/booking-admin.adoc[]
188
189 include::admin/receipt_template_editor.adoc[]
190
191 :leveloffset: 1
192
193 include::circulation/self_check_configuration.adoc[]
194
195 :leveloffset: -1
196
197 include::admin/actiontriggers.adoc[]
198
199 :leveloffset: 0
200
201 // SEARCH ADMIN
202 Search Settings
203 ===============
204
205 include::admin/search_settings_web_client.adoc[]
206
207 include::admin/popularity_badges_web_client.adoc[]
208
209
210 // Patron UX
211 Patron User Experience Administration
212 =====================================
213
214 Introduction
215 ------------
216
217 This section describes settings for the OPAC, including patron self-registration and other functionalities.
218
219 include::admin/SMS_messaging.adoc[]
220
221 include::opac/linked_libraries.adoc[]
222
223
224 Reports
225 =======
226
227 Introduction
228 ------------
229
230 Learn how to create and use reports in Evergreen.
231
232 include::reports/reporter_folder.adoc[]
233
234 include::reports/reporter_create_templates.adoc[]
235
236 include::reports/reporter_generating_reports.adoc[]
237
238 include::reports/reporter_view_output.adoc[]
239
240 include::reports/reporter_cloning_shared_templates.adoc[]
241
242 include::reports/reporter_running_recurring_reports.adoc[]
243
244 include::reports/reporter_template_terminology.adoc[]
245
246 include::reports/reporter_template_enhancements.adoc[]
247
248 include::reports/reporter_export_usingpgAdmin.adoc[]
249
250
251
252 // Staff
253
254 Staff administration
255 ====================
256
257 Introduction
258 ------------
259
260 This section describes how to administer staff accounts.
261
262 :leveloffset: 1
263
264 include::admin_initial_setup/describing_your_people.adoc[]
265
266 :leveloffset: 0
267
268 include::admin/permissions.adoc[]
269
270 include::admin/lsa-work_log.adoc[]
271
272 include::admin/staff_client-recent_searches.adoc[]
273
274
275 :leveloffset: 0
276
277 include::shared/attributions.adoc[]
278
279 include::shared/end_matter.adoc[]
280