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evergreen-docs:reorg_2014:audience_focused_layout

This is an old revision of the document!


Draft of Audience-Focused Layout

General Principles

  • Separate content by audience
  • Provide cross-linking where beneficial
  • Provide global searching (and searching within current book?)

Separate Books Per Audience

Example: See Sitka's Evergreen Training Manual for staff-focused documentation.

BOOK: Developer / Consortium-level admin (server shell access)

  1. Evergreen Community (where to get help)
  2. Software Installation
  3. System Configuration and Customization
  4. System Administration from the shell (how to restart clark, run helper scripts, etc.)
  5. Developer Resources
  6. Handy SQL queries (taken from random_magic_spells)

BOOK: Local admin (via staff client)

  1. Evergreen Community (where to get help)
  2. System Administration From the Staff Client: overview
  3. Library Settings Editor
  4. Acquisitions Administration
  5. Booking Administration
  6. Cataloging Administration
    1. Authorities Administration
    2. Z39.50 Administration
  7. Circulation Administration
    1. Borrowing items: who, what, for how long
    2. Hard due dates
    3. Accepting Credit Card Payments
      1. Stripe
      2. Paypal/Authorize.net/etc. (new section)
  8. Holds Administration
  9. OPAC Customization
  10. Reports Module

BOOK: Circulation Staff User

  1. Evergreen Community (where to get help)
  2. Using the Staff Client
  3. Circulation
  4. Reports (as relates to their needs)
  5. Using the Public Access Catalog (as relates to their workflows, and for helping patrons)

BOOK: Cataloging Staff User

  1. Evergreen Community (where to get help)
  2. Using the Staff Client
  3. Cataloging
  4. Reports (as relates to their needs)
  5. Using the Public Access Catalog (as relates to their workflows)

BOOK: Acquisitions Staff User

  1. Evergreen Community (where to get help)
  2. Using the Staff Client
  3. Acquisitions
  4. Reports (as relates to their needs)
  5. Using the Public Access Catalog (as relates to their workflows)

BOOK: Serials Staff User

  1. Evergreen Community (where to get help)
  2. Using the Staff Client
  3. Serials
  4. Reports (as relates to their needs)
  5. Using the Public Access Catalog (as relates to their workflows)

Concerns

- Where do details about permissions live? Stuff like this section is gold for troubleshooting permissions issue, but would it live in the cataloger's manual with other documentation of batch import? In the staff sysadmin's manual in a little tiny section of its own?

evergreen-docs/reorg_2014/audience_focused_layout.1450465939.txt.gz · Last modified: 2022/02/10 13:34 (external edit)

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