The information in Evergreen's database can be classified in nine data types, formats that describe the type of data and/or its use. These were represented by text-only labels in prior versions of Evergreen. Evergreen 3.0 has replaced the text labels with icons. When building templates in _Reports_, you will find these icons in the Field Name Pane of the template creation interface.
-[options="header,footer"]
-|========================
-|Webby Icon|Data Type |Description |Notes
-a|image::media/datatypes_timestamp.png[] |timestamp |An exact date and time (year, month, day, hour, minutes, and seconds) |Select appropriate date/time transform. Raw Data includes second and timezone information, usually more than is required for a report.
-a|image::media/datatypes_link.png[] |link |A link to another database table |Link outputs a number that is a meaningful reference for the database but not of much use to a human user. You will usually want to drill further down the tree in the Sources pane and select fields from the linked table. However, in some instances you might want to use a link field. For example, to count the number of patrons who borrowed items you could do a count on the Patron link data.
-a|image::media/datatypes_text.png[] |text |A field of text |Usually uses the Raw Data transform.
-a|image::media/datatypes_bool.png[] |bool |True or False |Commonly used to filter out deleted item or patron records.
-a|image::media/datatypes_orgunit.png[] |org_unit |Organizational Unit - a number representing a library, library system, or federation |When you want to filter on a library, make sure that the field name is on an org_unit or id data type.
-a|image::media/datatypes_id.png[] |id |A unique number assigned by the database to identify each record |A number that is a meaningful reference for the database but not of much use to a human user. Use in displayed fields when counting records or in filters.
-a|image::media/datatypes_money.png[] |money |A monetary amount |
-a|image::media/datatypes_int.png[] |int |Integer (a number) |
-a|image::media/datatypes_interval.png[] |interval |A period of time |
-| | | |
-|=======================
+timestamp
+^^^^^^^^^
+image::media/datatypes_timestamp.png[]
+
+An exact date and time (year, month, day, hour, minutes, and seconds). Remember to select the appropriate date/time transform. Raw Data includes second and timezone information, which is usually more than is required for a report.
+
+link
+^^^^
+
+image::media/datatypes_link.png[]
+
+A link to another database table. Link outputs a number that is a meaningful reference for the database but not of much use to a human user. You will usually want to drill further down the tree in the Sources pane and select fields from the linked table. However, in some instances you might want to use a link field. For example, to count the number of patrons who borrowed items you could do a count on the Patron link data.
+
+text
+^^^^
+image::media/datatypes_text.png[]
+
+A field of text. You will usually want to use the Raw Data transform.
+
+bool
+^^^^
+image::media/datatypes_bool.png[]
+
+True or False. Commonly used to filter out deleted item or patron records.
+
+org_unit
+^^^^^^^^
+image::media/datatypes_orgunit.png[]
+
+Organizational Unit - a number representing a library, library system, or federation. When you want to filter on a library, make sure that the field name is on an org_unit or id data type.
+
+id
+^^
+
+image::media/datatypes_id.png[]
+
+A unique number assigned by the database to identify each record. These numbers are meaningful references for the database but not of much use to a human user. Use in displayed fields when counting records or in filters.
+
+money
+^^^^^
+
+image::media/datatypes_money.png[]
+
+A monetary amount.
+
+int
+^^^
+
+image::media/datatypes_int.png[]
+
+Integer (a number)
+
+interval
+^^^^^^^^
+
+image::media/datatypes_interval.png[]
+
+A period of time.
[[field_transforms]]
Field Transforms
--- /dev/null
+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_initial_setup/lsa-closed.adoc[]
+
+include::admin_initial_setup/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::circulation/self_check.adoc[]
+
+
+
+Circulating uncataloged materials
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This section discusses settings for circulating items that are not cataloged.
+
+Pre-cataloged item settings
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Needs to be written. There is a Pre-cat Item Circ Lib OU setting.
+
+Non-cataloged item settings
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Needs to be written. This is about Local Admin > Non-cataloged item type.
+
+Hold policies
+-------------
+
+This section discusses hold policies.
+
+Transits and resource sharing
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This section offers specific information and guidance about holds that involve multiple libraries.
+
+:leveloffset: 2
+
+include::admin/age_hold_protection.adoc[]
+
+include::admin/Best_Hold_Selection_Sort_Order.adoc[]
+
+include::admin/Org_Unit_Proximity_Adjustments.adoc[]
+
+:leveloffset: 3
+
+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
+
+Cash reports
+~~~~~~~~~~~~
+
+This section needs to be written
+
+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[]
+
+include::admin/patron_address_by_zip_code.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[]
+
+Self-check administration
+-------------------------
+
+Need to extract this from the self-check documentation
+
+// 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_daemon.adoc[]
+
+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[]
+
projects / evergreen / pines.git / commitdiff