Install OpenSRF

Install Evergreen server software

Install Evergreen staff client

Establish a back up strategy for Evergreen data and files

Configure PostgreSQL for better performance

Configure Evergreen error logging

Set up organizational unit types

Set up organizational units

Customize localization and languages (optional)

Add circ modifiers

Configure copy statuses

Add cataloguing templates

Add user groups and assign permissions

Adjust various Local Administration Settings

Adjust circulation policies and penalty threshholds for groups

Add staff users

Customize OPAC as needed

Import data

Start the reporter service and set up reports

Set up email notifications for holds and overdue items

Set up action triggers

Set up Z39.50 server (optional)

Adjust search relevancy settings if required (optional)

Install SIP server (optional) - for communications with automated devices such as self check stations, autmated sorters and other devices using SIP