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
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  27 include::admin/web_client-login.adoc[]
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  30
  31 include::admin/web_client-browser-tab-shortcuts.adoc[]
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  35 include::admin/librarysettings.adoc[]
  36
  37
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  39
  40 Organizational Unit administration
  41 ==================================
  42
  43 :leveloffset: 1
  44
  45 include::admin_initial_setup/describing_your_organization.adoc[]
  46
  47 include::admin/lsa-standing_penalties.adoc[]
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  50
  51 include::admin_initial_setup/ordering_materials.adoc[]
  52
  53 include::admin/acquisitions_admin.adoc[]
  54
  55
  56
  57 // Cat
  58 Cataloging administration
  59 =========================
  60
  61 include::admin/authorities.adoc[]
  62
  63 include::admin/cn_prefixes_and_suffixes.adoc[]
  64
  65 include::admin/lsa-statcat.adoc[]
  66
  67 include::admin/MARC_Import_Remove_Fields.adoc[]
  68
  69 include::admin/MARC_RAD_MVF_CRA.adoc[]
  70
  71 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  72
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  75 include::admin_initial_setup/importing_via_staff_client.adoc[]
  76
  77 :leveloffset: 0
  78 // Circ
  79 Circulation administration
  80 ==========================
  81
  82
  83 Circulation policies
  84 --------------------
  85
  86 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  87
  88
  89 :leveloffset: 2
  90
  91 include::admin_initial_setup/borrowing_items.adoc[]
  92
  93 include::admin/circulation_limit_groups.adoc[]
  94
  95 include::admin/hold_driven_recalls.adoc[]
  96
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  99
 100 include::admin/copy_statuses.adoc[]
 101
 102
 103
 104 Circulating uncataloged materials
 105 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 106
 107 This section discusses settings for circulating items that are not cataloged.
 108
 109 Pre-cataloged item settings
 110 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 111
 112 Needs to be written.  There is a Pre-cat Item Circ Lib OU setting.
 113
 114 Non-cataloged item settings
 115 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 116
 117 Needs to be written.  This is about Local Admin > Non-cataloged item type.
 118
 119 Hold policies
 120 -------------
 121
 122 This section discusses hold policies.
 123
 124 Transits and resource sharing
 125 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 126
 127 This section offers specific information and guidance about holds that involve multiple libraries.
 128
 129 :leveloffset: 2
 130
 131 include::admin/age_hold_protection.adoc[]
 132
 133 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 134
 135 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 136
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 138
 139 include::admin/floating_groups.adoc[]
 140
 141 :leveloffset: 0
 142
 143 Working with money
 144 ------------------
 145
 146 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 147
 148 Accepting credit card payments
 149 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 150
 151 Evergreen can accept credit card payments.
 152
 153 Stripe
 154 ^^^^^^
 155
 156 Some info in the current Library Settings Editor docs
 157
 158 Paypal, Authorize.net, etc.
 159 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
 160
 161 This section needs to be written
 162
 163 Cash reports
 164 ~~~~~~~~~~~~
 165
 166 This section needs to be written
 167
 168 Negative balances
 169 ~~~~~~~~~~~~~~~~~
 170
 171 This section needs to be written
 172
 173
 174 Circulation timesavers and workflows
 175 ------------------------------------
 176
 177 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 178
 179 :leveloffset: 1
 180
 181 include::admin/lsa-barcode_completion.adoc[]
 182
 183 include::admin/lsa-address_alert.adoc[]
 184
 185 include::admin/patron_address_by_zip_code.adoc[]
 186
 187 :leveloffset: 0
 188
 189 Library closures
 190 ----------------
 191
 192 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 193
 194 Library hours
 195 ~~~~~~~~~~~~~
 196
 197 In OU settings
 198
 199 Closed dates
 200 ~~~~~~~~~~~~
 201
 202 Need to move out of the describing your OU docs
 203
 204 :leveloffset: 1
 205
 206 include::admin_initial_setup/hard_due_dates.adoc[]
 207
 208 :leveloffset: 0
 209
 210 Age to lost
 211 ~~~~~~~~~~~
 212
 213 No documentation yet
 214
 215 :leveloffset: 1
 216
 217 include::admin/booking-admin.adoc[]
 218
 219 :leveloffset: 0
 220
 221 Offline circulation
 222 -------------------
 223
 224 Need to extract this from the offline circulation documentation
 225
 226 include::admin/workstation_admin_receipt_template_editor.adoc[]
 227
 228 :leveloffset: 1
 229
 230 include::circulation/self_check_configuration.adoc[]
 231
 232 :leveloffset: 0
 233
 234
 235 // Patron UX
 236 Patron User Experience Administration
 237 =====================================
 238
 239 Introduction
 240 ------------
 241
 242 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 243
 244 include::admin/SMS_messaging.adoc[]
 245
 246 include::opac/linked_libraries.adoc[]
 247
 248
 249 Reports
 250 =======
 251
 252 Introduction
 253 ------------
 254
 255 Learn how to create and use reports in Evergreen.
 256
 257
 258 include::reports/reporter_daemon.adoc[]
 259
 260 include::reports/reporter_folder.adoc[]
 261
 262 include::reports/reporter_create_templates.adoc[]
 263
 264 include::reports/reporter_generating_reports.adoc[]
 265
 266 include::reports/reporter_view_output.adoc[]
 267
 268 include::reports/reporter_cloning_shared_templates.adoc[]
 269
 270 include::reports/reporter_running_recurring_reports.adoc[]
 271
 272 include::reports/reporter_template_terminology.adoc[]
 273
 274 include::reports/reporter_template_enhancements.adoc[]
 275
 276 include::reports/reporter_export_usingpgAdmin.adoc[]
 277
 278
 279
 280 // Staff
 281
 282 Staff administration
 283 ====================
 284
 285 Introduction
 286 ------------
 287
 288 This section describes how to administer staff accounts.
 289
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 291
 292 include::admin_initial_setup/describing_your_people.adoc[]
 293
 294 :leveloffset: 0
 295
 296 include::admin/permissions.adoc[]
 297
 298 include::admin/lsa-work_log.adoc[]
 299
 300 include::admin/recent_staff_searches.adoc[]
 301
 302
 303 :leveloffset: 0
 304
 305 include::shared/attributions.adoc[]
 306
 307 include::shared/end_matter.adoc[]
 308