Evergreen 2.1 Documentation

Draft Version

Documentation Interest Group

This document was updated 2012-12-10.

Table of Contents

I. Introduction
1. About Evergreen
2. Release Notes
II. Public Access Catalog
III. Core Staff Tasks
3. Using the Staff Client
Logging in to Evergreen
Preset Tabs in Evergreen Client
4. Circulation
Circulating Items
Check Out (F1)
Check In (F2)
Renewal and Editing the Item’s Due Date
Marking Items Lost and Claimed Returned
In-house Use (F6)
Item Status (F5)
Placing Holds
Managing Holds
Pulling & Capturing Holds
Holds Notification Methods
Clearing Shelf-Expired Holds
5. The Acquisitions Module
Acquisitons Workflow
Brief Records
Cancel/suspend acquisitions
Claim items
Export Single Attribute List
Invoice acquisitions
Line Items
Link line items to the catalog
Load Bib Records and Items Into the Catalog
Load Catalog Record IDs
Load MARC Order Records
MARC Federated Search
Patron Requests
Purchase Orders
Selection Lists
View/Place Orders
6. Cataloging
Working with the MARC Editor
Adding Holdings
Call Number Prefixes and Suffixes
7. Using the Booking Module
Creating a Booking Reservation
Cancelling a Reservation
Creating a Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
8. The Serials Module
Serial Control View, Alternate Serial Control View, and MFHD Records: A Summary
Copy Templates for Serials
Alternate Serial Control View
Serial Control View
MFHD Record
Creating a Special Issue to Receive
IV. Administration
9. System Requirements and Hardware Configurations
Server Minimum Requirements
Server Hardware Configurations and Clustering
Staff Client Requirements
10. Installing the Evergreen Server
11. Upgrading Evergreen to 2.1
12. Server Operations and Maintenance
Starting, Stopping and Restarting
Backing Up
Managing Log Files
Installing PostgreSQL from Source
Configuring PostgreSQL
13. Migrating Data
Migrating Bibliographic Records
Migrating Bibliographic Records Using the ESI Migration Tools
Adding Copies to Bibliographic Records
Migrating Patron Data
Restoring your Evergreen Database to an Empty State
Exporting Bibliographic Records into MARC files
Importing Authority Records
14. Administration Functions in the Acquisitions Module
Currency Types
Exchange Rates
Funding Sources
Fund Tags
Invoice menus
Invoice payment method
Distribution Formulas
Line item features
Line Item MARC Attribute Definitions
Cancel/Suspend reasons
Acquisitions Permissions in the Admin module
15. Booking Module Administration
Make a Cataloged Item Bookable in Advance
Make a Cataloged Item Bookable On the Fly
Create a Bookable Status for Non-Bibliographic Items
Setting Booking Permissions
V. Reports
16. Starting and Stopping the Reporter Daemon
17. Folders
Creating Folders
Managing Folders
18. Creating Templates
Choosing Report Fields
Applying Filters
19. Generating Reports from Templates
20. Viewing Report Output
21. Cloning Shared Templates
22. Adding Data Sources to Reporter
Create a PostgreSQL query, view, or table that will provide the data for your data source
Add a new class to fm_IDL.xml for your data source
Restart the affected services to see the new data source in the reporter
23. Running Recurring Reports
24. Template Terminology
25. Exporting Report Templates Using phpPgAdmin
VI. Third Party System Integration
VII. Development
VIII. Appendices
A. Permissions List
Permission Descriptions
26. Database Schema
Schema acq
Schema action
Schema action_trigger
Schema actor
Schema asset
Schema auditor
Schema authority
Schema biblio
Schema booking
Schema config
Schema container
Schema evergreen
Schema extend_reporter
Schema metabib
Schema money
Schema offline
Schema permission
Schema public
Schema query
Schema reporter
Schema search
Schema serial
Schema staging
Schema stats
Schema vandelay
B. About this Documentation
About the Documentation Interest Group (DIG)
How to Participate
C. Getting More Information

List of Tables

4.1. Hold Levels
12.1. Suggested configuration values
B.1. Evergreen DIG Participants