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/MARC_RAD_MVF_CRA.adoc[]
  71
  72 include::admin/restrict_Z39.50_sources_by_perm_group.adoc[]
  73
  74 include::admin/copy_locations.adoc[]
  75
  76 :leveloffset: 1
  77
  78 include::admin_initial_setup/importing_via_staff_client.adoc[]
  79
  80 :leveloffset: 0
  81 // Circ
  82 Circulation administration
  83 ==========================
  84
  85
  86 Circulation policies
  87 --------------------
  88
  89 This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies.
  90
  91
  92 :leveloffset: 2
  93
  94 include::admin_initial_setup/borrowing_items.adoc[]
  95
  96 include::admin/circulation_limit_groups.adoc[]
  97
  98 include::admin/hold_driven_recalls.adoc[]
  99
 100
 101 :leveloffset: 0
 102
 103 include::admin/copy_statuses.adoc[]
 104
 105 include::admin/circing_uncataloged_materials.adoc[]
 106
 107
 108 Holds, transits, and resource sharing
 109 -------------------------------------
 110
 111 :leveloffset: 1
 112
 113 include::admin/age_hold_protection.adoc[]
 114
 115 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 116
 117 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 118
 119 :leveloffset: 2
 120
 121 include::admin/floating_groups.adoc[]
 122
 123 :leveloffset: 0
 124
 125 Working with money
 126 ------------------
 127
 128 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 129
 130 Accepting credit card payments
 131 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 132
 133 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 134 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 135
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 137
 138 include::admin/desk_payments.adoc[]
 139
 140 include::circulation/user_buckets.adoc[]
 141
 142 :leveloffset: 0
 143
 144
 145 Circulation timesavers and workflows
 146 ------------------------------------
 147
 148 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 149
 150 :leveloffset: 1
 151
 152 include::admin/lsa-barcode_completion.adoc[]
 153
 154 include::admin/lsa-address_alert.adoc[]
 155
 156 :leveloffset: 0
 157
 158 Library closures
 159 ----------------
 160
 161 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 162
 163 include::admin/hours.adoc[]
 164
 165 include::admin/closed_dates.adoc[]
 166
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 168
 169 include::admin_initial_setup/hard_due_dates.adoc[]
 170
 171 :leveloffset: 0
 172
 173 include::admin/booking-admin.adoc[]
 174
 175 include::admin/workstation_admin_receipt_template_editor.adoc[]
 176
 177 :leveloffset: 1
 178
 179 include::circulation/self_check_configuration.adoc[]
 180
 181
 182 :leveloffset: 0
 183
 184 // SEARCH ADMIN
 185 Search Settings
 186 ===============
 187
 188 include::admin/search_settings_web_client.adoc[]
 189
 190 include::admin/popularity_badges_web_client.adoc[]
 191
 192
 193 // Patron UX
 194 Patron User Experience Administration
 195 =====================================
 196
 197 Introduction
 198 ------------
 199
 200 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 201
 202 include::admin/SMS_messaging.adoc[]
 203
 204 include::opac/linked_libraries.adoc[]
 205
 206
 207 Reports
 208 =======
 209
 210 Introduction
 211 ------------
 212
 213 Learn how to create and use reports in Evergreen.
 214
 215 include::reports/reporter_folder.adoc[]
 216
 217 include::reports/reporter_create_templates.adoc[]
 218
 219 include::reports/reporter_generating_reports.adoc[]
 220
 221 include::reports/reporter_view_output.adoc[]
 222
 223 include::reports/reporter_cloning_shared_templates.adoc[]
 224
 225 include::reports/reporter_running_recurring_reports.adoc[]
 226
 227 include::reports/reporter_template_terminology.adoc[]
 228
 229 include::reports/reporter_template_enhancements.adoc[]
 230
 231 include::reports/reporter_export_usingpgAdmin.adoc[]
 232
 233
 234
 235 // Staff
 236
 237 Staff administration
 238 ====================
 239
 240 Introduction
 241 ------------
 242
 243 This section describes how to administer staff accounts.
 244
 245 :leveloffset: 1
 246
 247 include::admin_initial_setup/describing_your_people.adoc[]
 248
 249 :leveloffset: 0
 250
 251 include::admin/permissions.adoc[]
 252
 253 include::admin/lsa-work_log.adoc[]
 254
 255 include::admin/recent_staff_searches.adoc[]
 256
 257
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 259
 260 include::shared/attributions.adoc[]
 261
 262 include::shared/end_matter.adoc[]
 263