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[]
 143
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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
 192 :leveloffset: 0
 193
 194 // SEARCH ADMIN
 195 Search Settings
 196 ===============
 197
 198 include::admin/search_settings_web_client.adoc[]
 199
 200 include::admin/popularity_badges_web_client.adoc[]
 201
 202
 203 // Patron UX
 204 Patron User Experience Administration
 205 =====================================
 206
 207 Introduction
 208 ------------
 209
 210 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 211
 212 include::admin/SMS_messaging.adoc[]
 213
 214 include::opac/linked_libraries.adoc[]
 215
 216
 217 Reports
 218 =======
 219
 220 Introduction
 221 ------------
 222
 223 Learn how to create and use reports in Evergreen.
 224
 225 include::reports/reporter_folder.adoc[]
 226
 227 include::reports/reporter_create_templates.adoc[]
 228
 229 include::reports/reporter_generating_reports.adoc[]
 230
 231 include::reports/reporter_view_output.adoc[]
 232
 233 include::reports/reporter_cloning_shared_templates.adoc[]
 234
 235 include::reports/reporter_running_recurring_reports.adoc[]
 236
 237 include::reports/reporter_template_terminology.adoc[]
 238
 239 include::reports/reporter_template_enhancements.adoc[]
 240
 241 include::reports/reporter_export_usingpgAdmin.adoc[]
 242
 243
 244
 245 // Staff
 246
 247 Staff administration
 248 ====================
 249
 250 Introduction
 251 ------------
 252
 253 This section describes how to administer staff accounts.
 254
 255 :leveloffset: 1
 256
 257 include::admin_initial_setup/describing_your_people.adoc[]
 258
 259 :leveloffset: 0
 260
 261 include::admin/permissions.adoc[]
 262
 263 include::admin/lsa-work_log.adoc[]
 264
 265 include::admin/staff_client-recent_searches.adoc[]
 266
 267
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 269
 270 include::shared/attributions.adoc[]
 271
 272 include::shared/end_matter.adoc[]
 273