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[]
144 include::circulation/user_buckets.adoc[]
149 Circulation timesavers and workflows
150 ------------------------------------
152 This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library.
156 include::admin/lsa-barcode_completion.adoc[]
158 include::admin/lsa-address_alert.adoc[]
165 This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system.
167 include::admin/hours.adoc[]
169 include::admin/closed_dates.adoc[]
173 include::admin_initial_setup/hard_due_dates.adoc[]
177 include::admin/booking-admin.adoc[]
179 include::admin/workstation_admin_receipt_template_editor.adoc[]
183 include::circulation/self_check_configuration.adoc[]
192 include::admin/search_settings_web_client.adoc[]
194 include::admin/popularity_badges_web_client.adoc[]
198 Patron User Experience Administration
199 =====================================
204 This section describes settings for the OPAC, including patron self-registration and other functionalities.
206 include::admin/SMS_messaging.adoc[]
208 include::opac/linked_libraries.adoc[]
217 Learn how to create and use reports in Evergreen.
219 include::reports/reporter_folder.adoc[]
221 include::reports/reporter_create_templates.adoc[]
223 include::reports/reporter_generating_reports.adoc[]
225 include::reports/reporter_view_output.adoc[]
227 include::reports/reporter_cloning_shared_templates.adoc[]
229 include::reports/reporter_running_recurring_reports.adoc[]
231 include::reports/reporter_template_terminology.adoc[]
233 include::reports/reporter_template_enhancements.adoc[]
235 include::reports/reporter_export_usingpgAdmin.adoc[]
247 This section describes how to administer staff accounts.
251 include::admin_initial_setup/describing_your_people.adoc[]
255 include::admin/permissions.adoc[]
257 include::admin/lsa-work_log.adoc[]
259 include::admin/recent_staff_searches.adoc[]
264 include::shared/attributions.adoc[]
266 include::shared/end_matter.adoc[]