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Part VI. System Administration From the Staff Client
Table of Contents
48. Introduction
49. Acquisitions Administration
Acquisitions Settings
Cancel/Delay reasons
Create a cancel/delay reason
Delete a custom cancel/delay reason
Claiming
Create a claim policy
Create a claim type
Create a claim event type
Create a claim policy action
Currency Types
Create a currency type
Edit a currency type
Distribution Formulas
Create a distribution formula
Edit a distribution formula
Electronic Data Interchange
Entering SANs (Standard Address Numbers)
Create an EDI Account
EDI Messages
Exchange Rates
Create an exchange rate
Edit an exchange rate
MARC Federated Search
Fund Tags
Funding Sources
Create a funding source
Allocate credits to funding sources
Allocate credits to funds
Track debits and credits
Funds
Create a fund
Allocate credits from funding sources to funds
Transfer credits between funds
Track balances and expenditures
Fund reporting
Edit a fund
Perform fiscal year close-out operation
Invoice menus
Invoice item type
Invoice payment method
Line Item Features
Create a line item alert
Line item MARC attribute definitions
Providers
Create a provider
Add contact and holdings information to providers
Edit a provider
50. Age hold protection
Active date display in OPAC
51. Authorities
Authority Control Sets
Add a Control Set
Thesauri
Add a Thesaurus
Authority Fields
Create an Authority Field
Browse Axes
Create a new Browse Axis
52. Best-Hold Selection Sort Order
Preconfigured Best-Hold Orders
Create a New Best-Hold Selection Sort Order
Edit an Existing Best-Hold Selection Sort Order
Choosing the Best-Hold Selection Sort Order
Permissions to use this Feature
53. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Create New Resource Type
Create New Resource Attribute
Create New Resource Attribute Value
Create New Resource
Map Resource Attributes and Values to Resources
Editing Non-Bibliographic Resources
Editing Resource Types
Deleting Non-bibliographic Resources
54. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
55. Cash Reports
56. Circulation Limit Sets
Maximum Checkout by Shelving Location
57. Item Status
Adding Item Statuses
Deleting Item Statuses
Editing Item Statuses
58. Floating Groups
Floating Groups
Floating Group Members
Org Unit
Stop Depth
Max Depth
Exclude
Examples
Float Everywhere
Float Within System
Float To All Branches
Float To All Branches Within System
Float Between BR1 and BR3
Float Everywhere Except BM1
Float into, but not out of, BR2
59. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
60. Item Tags (Digital Bookplates)
Administration
Creating item Tags
Create Item Tag Types
Create Item Tags
Managing Item Tags
Editing Tags
Deleting Tags
61. MARC Record Attributes
Managing Fixed Field Drop-down Context Menus
Multi Valued Fields and Composite Record Attributes
Multi Valued Fields
Composite Record Attributes
Coded Value Maps
Composite Attribute Entry Definitions
Search and Icon Formats
Multilingual Search in Evergreen
Search Syntax
Advanced Search
Adding Subfields to the Index
Infrastructure Changes to Authority Browse
Backend functionality
Staff User Interface
Virtual Index Definitions
Keyword Virtual Index Definition
Configuring Virtual Index Definitions
Search Term Highlighting in Search Results
62. Org Unit Proximity Adjustments
Org Unit Proximity Adjustments
Absolute and Relative Adjustments
Create an Org Unit Proximity Adjustment
Permissions to use this Feature
63. Administering the Physical Characteristics Wizard
64. Administering shelving locations
Creating new shelving locations
Deleting shelving locations
Modifying shelving location order
Shelving location groups
Create a Shelving Location Group
Order Shelving Location Groups
65. User and Group Permissions
Staff Accounts
Staff Account Permissions
Granting Additional Permissions
66. SMS Text Messaging
Administrative Setup
Enable Text Messages
Authenticate Patrons
Configure SMS Carriers
Configure Text Message Templates
Receiving Holds Notices via Text Message
Sending Copy Details via Text Message
67. User Activity Types
Enabling this Feature
Using this Feature
68. Z39.50 Servers
Restrict Z39.50 Sources by Permission Group
Administrative Settings
Restrict Z39.50 Sources by Permission Group
Storing Z39.50 Server Credentials
