Evergreen Documentation
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Evergreen Documentation

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
3. Release notes
Upgrade notes
Z39.50 Server Definitions
New features
Administration
OPAC
Patron Management
Circulation
Acquisitions
Cataloging
User Activity Types
Authentication Proxy
Auditor Tables
Reports
Staff Client Navigation
License
II. Software Installation
4. Introduction
5. System Requirements
Server Minimum Requirements
Staff Client Requirements
6. README for Evergreen 2.2
Preamble: referenced user accounts
Preamble: Developer instructions
Installing prerequisites
Configuration and compilation instructions
Installation instructions
Change ownership of the Evergreen files
Configure the Apache Web server
Configure OpenSRF for the Evergreen application
Creating the Evergreen database
Creating the database on a remote server
Starting Evergreen
Testing connections to Evergreen
Getting help
License
7. Upgrading the Evergreen Server
Software Prerequisites:
Upgrade the Evergreen database schema
Upgrade the Evergreen code
Restart Evergreen and Test
8. Setting Up EDI Acquisitions
Introduction
Installation
Install EDI Translator
Install EDI Scripts
Configuration
Configuring Providers
Configuring EDI Accounts
Configuring Organizational Unit SAN code
Troubleshooting
PO JEDI Template Issues
III. System Configuration and Customization
9. Introduction
10. TPac Configuration and Customization
Template toolkit documentation
TPAC URL
Perl modules used directly by TPAC
Default templates
Apache configuration files
TPAC CSS and media files
Mapping templates to URLs
How to override templates
Defining multiple layers of overrides
Changing some text in the TPAC
Troubleshooting
11. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
12. Customizing the Staff Client
Customizable Toolbar
Configure Toolbar
IV. Using the Staff Client
13. Introduction
14. Tab Buttons
15. New Options for Double Clicking
Double Click to Retrieve a Patron’s Record
Double Click to Retrieve Item Attributes
16. Sorting Columns
Sorting the On Shelf Pull List
Sorting Circulation Policies
17. Recent Staff Searches
Administrative Settings
Recent Staff Searches
18. Return to Search Results from MARC Record
V. System Administration From the Staff Client
19. Introduction
20. Acquisitions Administration
Acquisitions Permissions in the Admin module
Cancel/Suspend reasons
Create a cancel/suspend 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
EDI
EDI Accounts
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
Edit a Fund
Perform Year End Closeout Operation
Invoice menus
Invoice item type
Invoice payment method
Line item features
Create a line item alert
Line Item MARC Attribute Definitions
21. Authorities
Authority Control Sets
Control Sets
Thesauri
Authority Fields
To create an Authority Field:
Browse Axes
OPAC Searching of Authorities
22. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
23. Restrict Z39.50 Sources by Permission Group
Administrative Settings
Restrict Z39.50 Sources by Permission Group
24. 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
25. 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 Locations via Text Message
26. User Activity Types
Enabling this Feature
Using this Feature
VI. Local Administration
27. Introduction
28. Hold-driven recalls
Enabling hold-driven recalls
Editing the item recall notification email template
29. Recent Staff Searches
30. Library Settings Editor
Fine Accrual on Closed Dates
Target Copies for Holds at Closed Libraries
31. Statistical Categories Editor
VII. Acquisitions
32. Acquisitions
Acquisitons Workflow
33. Selection Lists and Purchase Orders
Selection Lists
Create a selection list
Add items to a selection list
Clone selection lists
Merge selection lists
Delete selection lists
Mark Ready for Selector
Convert selection list to purchase order
Brief Records
Add brief records to a selection list
Add brief records to purchase orders
MARC Federated Search
34. Receive Items From an Invoice
Receive Items in Batch (List Mode)
Receive Specific Copies (Numeric Mode)
35. Vandelay Integration into Acquisitions
VIII. Cataloging
36. Introduction
37. Batch Importing MARC Records
Permissions
Record Display Attributes
38. Overlay Existing Catalog Record via Z39.50 Import
39. Monograph Parts
Add a monograph part to an existing record
40. Conjoined Items
Using the Conjoined Items Feature
IX. Serials
41. Serials
Serial Control View vs. Alternate Serial Control View
MFHD Records
42. Copy Template for Serials
Create a copy template
Edit a copy template
43. Serials Control View
Create a subscription
Create a distribution
Create Captions and Patterns
Use the Pattern Code Wizard
Creating an Issuance
Generate Prediction
44. Alternate Serial Control View
Creating a Subscription
Creating a Distribution
Creating a Stream
Creating a Caption and Pattern
Use the Pattern Code Wizard
Creating an Issuance
Generate Item Predictions
45. Edit Subscriptions
46. Receiving
Serials Control View Receiving
Batch Receiving
Simple Batch Receiving
Advanced Batch Receiving
47. Special Issues
48. Holdings
System Generated Holdings Statement
MARC Format for Holdings Display (MFHD)
Create an MFHD record
Edit a MFHD record
Delete a MFHD Record
X. Circulation
49. Introduction
50. Circulating Items
Check Out (F1)
Regular Items
Pre-cataloged Items
Due Dates
Check In (F2)
Regular check in
Backdated check in
Backdate Post-Checkin
Renewal and Editing the Item’s Due Date
Renewing via a Patron’s Account
Renewing by Item Barcode
Editing Due Date
Marking Items Lost and Claimed Returned
Lost Items
Refunds for Lost Items
Claimed Returned Items
In-house Use (F6)
Item Status (F5)
Checking item status
Viewing past circulations
Marking items damaged or missing and other functions
Item alerts
51. Booking Module
Creating a Booking Reservation
To create a reservation from a patron record
To create a reservation from a booking resource
Search the catalogue to create a reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
Cancel a reservation from the patron record
Cancel a reservation on reservation creation screen
XI. Reports
52. Introduction
XII. Using the Public Access Catalog
53. Introduction
54. My Lists 2.2
XIII. Developer Resources
55. Introduction
56. Updating translations using Launchpad
Prerequisites
Updating the translations
A. Attributions
XIV. Licensing
57. Creative Commons License
58. Additional Licensed Content
XV. Admonitions
59. Images used for Admonitions

List of Tables

41.1. Serials Control View and Alternate Serials Control View Comparison
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Documentation for Evergreen version 2.2
Copyright © 2007-2012, Members of the Evergreen Project