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[]
29 include::admin/web-client-browser-best-practices.adoc[]
33 include::shared/workstation_settings.adoc[]
37 include::admin/librarysettings.adoc[]
41 Organizational Unit administration
42 ==================================
46 include::admin_initial_setup/describing_your_organization.adoc[]
48 include::admin/lsa-standing_penalties.adoc[]
52 include::admin_initial_setup/ordering_materials.adoc[]
54 include::admin/acquisitions_admin.adoc[]
59 Cataloging administration
60 =========================
62 include::admin/authorities.adoc[]
64 include::admin/cn_prefixes_and_suffixes.adoc[]
66 include::admin/lsa-statcat.adoc[]
68 include::admin/MARC_Import_Remove_Fields.adoc[]
70 include::admin/copy_tags_admin.adoc[]
72 include::admin/MARC_RAD_MVF_CRA.adoc[]
74 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
76 include::admin/copy_locations.adoc[]
80 include::admin_initial_setup/importing_via_staff_client.adoc[]
84 Circulation administration
85 ==========================
91 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
96 include::admin_initial_setup/borrowing_items.adoc[]
98 include::admin/circulation_limit_groups.adoc[]
100 include::admin/hold_driven_recalls.adoc[]
105 include::admin/copy_statuses.adoc[]
107 include::admin/circing_uncataloged_materials.adoc[]
109 include::admin/patron_self_registration.adoc[]
112 Holds, transits, and resource sharing
113 -------------------------------------
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 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>>.
142 include::admin/desk_payments.adoc[]
146 include::admin/allowed_payments.adoc[]
150 include::circulation/user_buckets.adoc[]
155 Circulation timesavers and workflows
156 ------------------------------------
158 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
162 include::admin/lsa-barcode_completion.adoc[]
164 include::admin/lsa-address_alert.adoc[]
171 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
173 include::admin/hours.adoc[]
175 include::admin/closed_dates.adoc[]
179 include::admin_initial_setup/hard_due_dates.adoc[]
183 include::admin/booking-admin.adoc[]
185 include::admin/receipt_template_editor.adoc[]
189 include::circulation/self_check_configuration.adoc[]
198 include::admin/search_settings_web_client.adoc[]
200 include::admin/popularity_badges_web_client.adoc[]
204 Patron User Experience Administration
205 =====================================
210 This section describes settings for the OPAC, including patron self-registration and other functionalities.
212 include::admin/SMS_messaging.adoc[]
214 include::opac/linked_libraries.adoc[]
223 Learn how to create and use reports in Evergreen.
225 include::reports/reporter_folder.adoc[]
227 include::reports/reporter_create_templates.adoc[]
229 include::reports/reporter_generating_reports.adoc[]
231 include::reports/reporter_view_output.adoc[]
233 include::reports/reporter_cloning_shared_templates.adoc[]
235 include::reports/reporter_running_recurring_reports.adoc[]
237 include::reports/reporter_template_terminology.adoc[]
239 include::reports/reporter_template_enhancements.adoc[]
241 include::reports/reporter_export_usingpgAdmin.adoc[]
253 This section describes how to administer staff accounts.
257 include::admin_initial_setup/describing_your_people.adoc[]
261 include::admin/permissions.adoc[]
263 include::admin/lsa-work_log.adoc[]
265 include::admin/staff_client-recent_searches.adoc[]
270 include::shared/attributions.adoc[]
272 include::shared/end_matter.adoc[]