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[]
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  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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  49 :leveloffset: 0
  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
  73 :leveloffset: 1
  74
  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
  97
  98 :leveloffset: 0
  99
 100 include::admin/copy_statuses.adoc[]
 101
 102 include::admin/circing_uncataloged_materials.adoc[]
 103
 104
 105 Holds, transits, and resource sharing
 106 -------------------------------------
 107
 108 :leveloffset: 1
 109
 110 include::admin/age_hold_protection.adoc[]
 111
 112 include::admin/Best_Hold_Selection_Sort_Order.adoc[]
 113
 114 include::admin/Org_Unit_Proximity_Adjustments.adoc[]
 115
 116 :leveloffset: 2
 117
 118 include::admin/floating_groups.adoc[]
 119
 120 :leveloffset: 0
 121
 122 Working with money
 123 ------------------
 124
 125 This section discusses how to manage and report on payments accepted by your library's circulation processes.
 126
 127 Accepting credit card payments
 128 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 129
 130 Evergreen can interface with services like Authorize.net, stripe, PayPal, or Payflow to allow users to pay
 131 fines and other charges in the Public Catalog.  Credit card settings can be configured in the <<lse-credit-cards,Library Settings Editor>>.
 132
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 134
 135 include::admin/desk_payments.adoc[]
 136
 137 include::circulation/user_buckets.adoc[]
 138
 139 :leveloffset: 0
 140
 141
 142 Circulation timesavers and workflows
 143 ------------------------------------
 144
 145 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
 146
 147 :leveloffset: 1
 148
 149 include::admin/lsa-barcode_completion.adoc[]
 150
 151 include::admin/lsa-address_alert.adoc[]
 152
 153 :leveloffset: 0
 154
 155 Library closures
 156 ----------------
 157
 158 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
 159
 160 include::admin/hours.adoc[]
 161
 162 include::admin/closed_dates.adoc[]
 163
 164 :leveloffset: 1
 165
 166 include::admin_initial_setup/hard_due_dates.adoc[]
 167
 168 include::admin/booking-admin.adoc[]
 169
 170 :leveloffset: 0
 171
 172 include::admin/workstation_admin_receipt_template_editor.adoc[]
 173
 174 :leveloffset: 1
 175
 176 include::circulation/self_check_configuration.adoc[]
 177
 178
 179 :leveloffset: 0
 180
 181 // SEARCH ADMIN
 182 Search Settings
 183 ===============
 184
 185 include::admin/search_settings_web_client.adoc[]
 186
 187 include::admin/popularity_badges_web_client.adoc[]
 188
 189
 190 // Patron UX
 191 Patron User Experience Administration
 192 =====================================
 193
 194 Introduction
 195 ------------
 196
 197 This section describes settings for the OPAC, including patron self-registration and other functionalities.
 198
 199 include::admin/SMS_messaging.adoc[]
 200
 201 include::opac/linked_libraries.adoc[]
 202
 203
 204 Reports
 205 =======
 206
 207 Introduction
 208 ------------
 209
 210 Learn how to create and use reports in Evergreen.
 211
 212 include::reports/reporter_folder.adoc[]
 213
 214 include::reports/reporter_create_templates.adoc[]
 215
 216 include::reports/reporter_generating_reports.adoc[]
 217
 218 include::reports/reporter_view_output.adoc[]
 219
 220 include::reports/reporter_cloning_shared_templates.adoc[]
 221
 222 include::reports/reporter_running_recurring_reports.adoc[]
 223
 224 include::reports/reporter_template_terminology.adoc[]
 225
 226 include::reports/reporter_template_enhancements.adoc[]
 227
 228 include::reports/reporter_export_usingpgAdmin.adoc[]
 229
 230
 231
 232 // Staff
 233
 234 Staff administration
 235 ====================
 236
 237 Introduction
 238 ------------
 239
 240 This section describes how to administer staff accounts.
 241
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 243
 244 include::admin_initial_setup/describing_your_people.adoc[]
 245
 246 :leveloffset: 0
 247
 248 include::admin/permissions.adoc[]
 249
 250 include::admin/lsa-work_log.adoc[]
 251
 252 include::admin/recent_staff_searches.adoc[]
 253
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 256
 257 include::shared/attributions.adoc[]
 258
 259 include::shared/end_matter.adoc[]
 260