Evergreen System Administration at your Library =============================================== Documentation Interest Group :doctype: book :toc: :numbered: Introduction ============ include::shared/about_this_documentation.adoc[] This guide to Evergreen is intended to meet the needs of system administrators at local libraries who use the staff client for their day-to-day work. It is organized into Parts, Chapters, and Sections addressing key aspects of the software. Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/. include::shared/about_evergreen.adoc[] :leveloffset: -1 include::admin/web_client-login.adoc[] :leveloffset: 0 include::admin/web_client-browser-tab-shortcuts.adoc[] :leveloffset: -1 include::admin/librarysettings.adoc[] :leveloffset: 0 Organizational Unit administration ================================== :leveloffset: 1 include::admin_initial_setup/describing_your_organization.adoc[] include::admin/lsa-standing_penalties.adoc[] :leveloffset: 0 include::admin_initial_setup/ordering_materials.adoc[] include::admin/acquisitions_admin.adoc[] // Cat Cataloging administration ========================= include::admin/authorities.adoc[] include::admin/cn_prefixes_and_suffixes.adoc[] include::admin/lsa-statcat.adoc[] include::admin/MARC_Import_Remove_Fields.adoc[] include::admin/MARC_RAD_MVF_CRA.adoc[] include::admin/restrict_Z39.50_sources_by_perm_group.adoc[] :leveloffset: 1 include::admin_initial_setup/importing_via_staff_client.adoc[] :leveloffset: 0 // Circ Circulation administration ========================== Circulation policies -------------------- This section discusses the initial setup and subsequent troubleshooting and refinement of circulation policies. :leveloffset: 2 include::admin_initial_setup/borrowing_items.adoc[] include::admin/circulation_limit_groups.adoc[] include::admin/hold_driven_recalls.adoc[] :leveloffset: 0 include::admin/copy_statuses.adoc[] include::admin/circing_uncataloged_materials.adoc[] Holds, transits, and resource sharing ------------------------------------- :leveloffset: 1 include::admin/age_hold_protection.adoc[] include::admin/Best_Hold_Selection_Sort_Order.adoc[] include::admin/Org_Unit_Proximity_Adjustments.adoc[] :leveloffset: 2 include::admin/floating_groups.adoc[] :leveloffset: 0 Working with money ------------------ This section discusses how to manage and report on payments accepted by your library's circulation processes. Accepting credit card payments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Evergreen can accept credit card payments. Stripe ^^^^^^ Some info in the current Library Settings Editor docs Paypal, Authorize.net, etc. ^^^^^^^^^^^^^^^^^^^^^^^^^^^ This section needs to be written :leveloffset: 1 include::admin/desk_payments.adoc[] :leveloffset: 0 Negative balances ~~~~~~~~~~~~~~~~~ This section needs to be written Circulation timesavers and workflows ------------------------------------ This section describes specific settings that may increase efficiency or accuracy at some libraries, but might not be suitable for every library. :leveloffset: 1 include::admin/lsa-barcode_completion.adoc[] include::admin/lsa-address_alert.adoc[] :leveloffset: 0 Library closures ---------------- This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system. Library hours ~~~~~~~~~~~~~ In OU settings Closed dates ~~~~~~~~~~~~ Need to move out of the describing your OU docs :leveloffset: 1 include::admin_initial_setup/hard_due_dates.adoc[] :leveloffset: 0 Age to lost ~~~~~~~~~~~ No documentation yet :leveloffset: 1 include::admin/booking-admin.adoc[] :leveloffset: 0 Offline circulation ------------------- Need to extract this from the offline circulation documentation include::admin/workstation_admin_receipt_template_editor.adoc[] :leveloffset: 1 include::circulation/self_check_configuration.adoc[] :leveloffset: 0 // Patron UX Patron User Experience Administration ===================================== Introduction ------------ This section describes settings for the OPAC, including patron self-registration and other functionalities. include::admin/SMS_messaging.adoc[] include::opac/linked_libraries.adoc[] Reports ======= Introduction ------------ Learn how to create and use reports in Evergreen. include::reports/reporter_folder.adoc[] include::reports/reporter_create_templates.adoc[] include::reports/reporter_generating_reports.adoc[] include::reports/reporter_view_output.adoc[] include::reports/reporter_cloning_shared_templates.adoc[] include::reports/reporter_running_recurring_reports.adoc[] include::reports/reporter_template_terminology.adoc[] include::reports/reporter_template_enhancements.adoc[] include::reports/reporter_export_usingpgAdmin.adoc[] // Staff Staff administration ==================== Introduction ------------ This section describes how to administer staff accounts. :leveloffset: 1 include::admin_initial_setup/describing_your_people.adoc[] :leveloffset: 0 include::admin/permissions.adoc[] include::admin/lsa-work_log.adoc[] include::admin/recent_staff_searches.adoc[] :leveloffset: 0 include::shared/attributions.adoc[] include::shared/end_matter.adoc[]