Evergreen Documentation

Documentation Interest Group


Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Evergreen 3.2 Release Notes
3. Evergreen 3.2.2
Bug fixes
Acknowledgements
4. Evergreen 3.2.1
Bug fixes
Acknowledgements
5. 3.2.0 Upgrade notes
Disabling of Legacy XUL Staff Client
Acq Invoice Reports
Angular6 Base Application
Asynchronous Vandelay Imports
Browser Client Settings & Preferences Stored on the Server
6. 3.2.0 New Features
Acquisitions
Administration
Architecture
Cataloging
Circulation
Client
OPAC
7. Acknowledgments
III. Software Installation
8. Introduction
9. System Requirements
Server Minimum Requirements
Web Client Requirements
Staff Client Requirements
10. Installing the Evergreen server
Preamble: referenced user accounts
Preamble: developer instructions
Installing prerequisites
Extra steps for web staff client
Configuration and compilation instructions
Installation instructions
Change ownership of the Evergreen files
Run ldconfig
Additional Instructions for Developers
Configure the Apache Web server
Configure OpenSRF for the Evergreen application
Configure action triggers for the Evergreen application
Creating the Evergreen database
Starting Evergreen
Testing connections to Evergreen
Getting help
License
11. Upgrading the Evergreen Server
Software Prerequisites
Upgrade the Evergreen code
Upgrade the Evergreen database schema
Restart Evergreen and Test
Review Release Notes
12. Setting Up EDI Acquisitions
Introduction
Installation
Configuration
Troubleshooting
IV. System Configuration and Customization
13. Introduction
14. Describing your organization
Organization Unit Types
Organizational Units
15. Describing your people
Setting the staff user’s working location
Comparing approaches for managing permissions
Managing permissions in the staff client
Managing role-based permission groups in the staff client
Managing role-based permission groups in the database
16. Migrating Patron Data
Introduction
Creating an sql Script for Importing Patrons
Batch Updating Patron Data
17. Migrating from a legacy system
Introduction
Making electronic resources visible in the catalog
Migrating your bibliographic records
Migrating your call numbers, items, and parts
18. Importing materials in the staff client
Staff client batch record imports
19. Ordering materials
Introduction
When should libraries use acquisitions?
Managing Funds
Ordering
20. Designing your catalog
Configuring and customizing the public interface
Setting the default physical location for your library environment
Setting a default language and adding optional languages
Change Date Format in Patron Account View
Including External Content in Your Public Interface
Including Locally Hosted Content in Your Public Interface
Styling the searchbar on the homepage
21. Designing the patron search experience
Editing the formats select box options in the search interface
Adding and removing search fields in advanced search
Changing the display of facets and facet groups
Facilitating search scope changes
22. Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Circulation Rules
Creating Circulation Policies
23. Autorenewals in Evergreen
Introduction
Configure Autorenewals
Autorenewal Notices and Action Triggers
Autorenewals in Patron Accounts
24. Hard due dates
Creating a hard due date
25. 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
Changing some text in the TPAC
Troubleshooting
26. Creating a New Skin: the Bare Minimum
Introduction
Apache directives
Customizing templates
27. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
28. Authentication Proxy
29. Kid’s OPAC Configuration
Configuration
Considerations for Community Adoption
Outstanding Development (Unsponsored)
30. Patron Address City/State/County Pre-Populate by ZIP Code
Scoping and Permissions
Setup Steps
ZIP Code Data
Development
31. Phonelist.pm Module
Introduction
Adding Parameters
Output
Holds
Overdues
Skipping patrons with email notification of holds
Using the ws_ou parameter
Automating the download
32. SIP Server
About the SIP Protocol
Installing the SIP Server
SIP Communication
Patron privacy and the SIP protocol
33. Apache Rewrite Tricks
Short URLs
Domain Based Content with RewriteMaps
34. Apache Access Handler Perl Module
Use Cases
Proxying Websites
35. ebook_api service
36. hold-targeter service
37. Backing up your Evergreen System
Database backups
V. Using the Browser Staff Client
38. Introduction
39. Logging into Evergreen
Registering a Workstation
Basic Login,
Logging Out
40. Best Practices for Using the Browser
Pop-up Blockers
Setting Browser Defaults for Web Client
Tab Buttons and Keyboard Shortcuts
41. Column Picker
42. Recent Staff Searches
Administrative Settings
Recent Staff Searches
43. Workstation Administration
Copy Editor: Copy Location Name First
Font and Sound Settings
Select Hotkeys
Configure Printers
Print (Receipt) Templates
VI. System Administration From the Staff Client
44. Introduction
45. Acquisitions Administration
Acquisitions Settings
Cancel/Delay reasons
Claiming
Currency Types
Distribution Formulas
Electronic Data Interchange
Exchange Rates
MARC Federated Search
Fund Tags
Funding Sources
Funds
Invoice menus
Line Item Features
Providers
46. Age hold protection
Active date display in OPAC
47. Authorities
Authority Control Sets
Thesauri
Authority Fields
Browse Axes
48. Best-Hold Selection Sort Order
Preconfigured Best-Hold Orders
Create a New Best-Hold Selection Sort Order
Edit an Existing Best-Hold Selection Sort Order
Choosing the Best-Hold Selection Sort Order
Permissions to use this Feature
49. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
50. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
51. Cash Reports
52. Circulation Limit Sets
Maximum Checkout by Shelving Location
53. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
54. Floating Groups
Floating Groups
Examples
55. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
56. Copy Tags (Digital Bookplates)
Administration
Creating Copy Tags
Managing Copy Tags
57. MARC Record Attributes
Managing Fixed Field Drop-down Context Menus
Multi Valued Fields and Composite Record Attributes
Multilingual Search in Evergreen
Infrastructure Changes to Authority Browse
Virtual Index Definitions
58. Org Unit Proximity Adjustments
Org Unit Proximity Adjustments
Absolute and Relative Adjustments
Create an Org Unit Proximity Adjustment
Permissions to use this Feature
59. Administering the Physical Characteristics Wizard
60. Administering shelving locations
Creating new shelving locations
Deleting shelving locations
Modifying shelving location order
Shelving location groups
61. User and Group Permissions
Staff Accounts
62. SMS Text Messaging
Administrative Setup
Receiving Holds Notices via Text Message
Sending Copy Details via Text Message
63. User Activity Types
Enabling this Feature
Using this Feature
64. Z39.50 Servers
Restrict Z39.50 Sources by Permission Group
Storing Z39.50 Server Credentials
VII. Local Administration
65. Introduction
66. Library Settings Editor
Introduction
Editing Library Settings
Exporting/Importing Library Settings
Settings Overview
67. Address Alert
General Usage Examples
Access Control and Scoping
Adding a new Address Alert
Editing an Address Alert
Deleting an Address Alert
Staff View of Address Alerts
Regular Expressions / Wildcards
Examples
Development
68. Barcode Completion
Scoping and Permissions
Access Points
Multiple Matches
Barcode Completion Data Fields
Create, Update, Filter, Delete/Disable Rules
Examples
Testing
69. Hold-driven recalls
Enabling hold-driven recalls
Editing the item recall notification email template
70. Emergency Closing Handler
Introduction
Administration
Create an emergency closing
71. Notifications / Action Triggers
Event Definitions
Creating Action Triggers
Processing Action Triggers
72. Recent Staff Searches
Administrative Settings
Recent Staff Searches
73. Standing Penalties
74. Statistical Categories Editor
75. Statistical Popularity Badges
Popularity Rating and Calculation
Creating Popularity Badges
New Global Flags
Sorting by Popularity in the OPAC
Popularity Badge Example
76. Work Log
Expanding the Work Log
VIII. Acquisitions
77. Acquisitions
Initial Configuration
Acquisitions Workflow
78. Selection Lists and Purchase Orders
Selection Lists
Purchase Orders
Brief Records
MARC Federated Search
Line Items
79. Invoices
Introduction
Creating invoices and adding line items
Electronic Invoicing
View an invoice
Receive Items From an Invoice
80. Load MARC Order Records
Introduction
Basic Upload Options
Record Matching Options
Default Upload Settings
Sticky Settings
Use Cases for MARC Order Upload form
81. Placing purchase requests from a patron record
82. Managing patron purchase requests
Introduction
Place a Patron Request
Actions for Requests
Administration
83. "Blanket" Orders
Example
More details about blanket orders
IX. Cataloging
84. Introduction
MARC Tag-table Service
85. Item Buckets
Managing Item Buckets
Adding Copies to a Bucket
Removing Copies from a Bucket
Editing Copies in a Bucket
Deleting Copies from the Catalogue
Placing Holds on Copies in a Bucket
Transferring Copies to Volumes
86. Copy Tags
Adding Existing Copy Tags to Copies
Creating and Applying a Copy Tag During Cataloging
Removing Copy Tags from Copies
Adding Copy Tags to Copies in Batch
Searching Copy Tags
87. Working with the MARC Editor
Editing MARC Records
88. Record Buckets
Introduction
Creating Record Buckets
Adding Records to a Bucket
Bibliographic Record Merging and Overlay
89. MARC 007 Field Physical Characteristics Wizard
90. Return to Search Results from MARC Record
91. Batch Importing MARC Records
Introduction
Permissions
Record Display Attributes
Record Match Sets
Merge/Overlay Profiles
Import Item Attributes
Import Records
Default Values for Item Import
92. Overlay Existing Catalog Record via Z39.50 Import
93. Z39.50 Search Enhancements
94. Monograph Parts
Add a Monograph Part to an Existing Record
Monograph Part Merging
95. Conjoined Items
Using the Conjoined Items Feature
96. Cataloging Electronic Resources — Finding Them in Catalog Searches
Adding a Located URI to the Record
Using Transcendant Bib Sources for Electronic Resources
97. Using the Item Status interface
Accessing the Item Status interface
Specific fields
Printing spine labels
98. Using the Holdings Editor
Specific fields
Accessing the Holdings Editor by barcode
Accessing the holdings editor from a catalog record
99. MARC Batch Edit
Introduction
Setting Up a Batch Edit Session
Examples
100. Managing Authorities
Introduction
Creating Authorities
Importing Authorities
Viewing and Editing Authority Records by Database ID
Manage Authorities Interface
101. Link Checker
Search for URLs
View Your Results
Manage Your Sessions
102. Notes about the Bibliographic Schema in the Database
Bibliographic fingerprint
103. MARC Templates
Adding MARC Templates
X. Serials
104. Serials
MFHD Records
105. Serials Administration
Serial Copy Templates
Prediction Pattern Templates
106. Serials Module
Create a Subscription
Create and Manage Predictions
107. Receiving
Quick Receive
Receiving from the Manage Issues tab
Batch Receiving
108. Routing Lists
109. Special Issues
Adding Extra Copies
Adding Special Issues
110. Binding Issues
111. Holdings
System Generated Holdings Statement
MARC Format for Holdings Display (MFHD)
112. Group Serials Issues in the Template Toolkit OPAC
Administration
Displaying Issues in the OPAC
XI. Circulation
113. Introduction
114. Circulating Items
Check Out
Check In
Renewal and Editing the Item’s Due Date
Marking Items Lost and Claimed Returned
In-house Use (F6)
Item Status
Long Overdue Items
115. Holds Management
Placing Holds
Holds Levels
Title Level Hold
Patron Search from Place Hold
Parts Level Hold
Placing Holds in Patron Records
Managing Holds
Alternate Hold Pick up Location
Display Hold Types on Pull Lists
116. Booking Module
Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
117. Circulation - Patron Record
Searching Patrons
Retrieve Recent Patrons
Registering New Patrons
Patron Self-Registration
Updating Patron Information
Renewing Library Cards
Lost Library Cards
Resetting Patron’s Password
Barring a Patron
Barred vs. Blocked
Staff-Generated Messages
Patron Alerts
Patron Notes
Staff-Generated Penalties/Messages
User Buckets
118. Patron self-registration administration
Library Settings
119. Triggered Events and Notices
Introduction
Access and View
Filter
Sort
Print
Reset
120. Offline Circulation
Introduction
Using Offline Circulation
Checkout
Renew
In-House Use
Checkin
Patron Registration
Managing Offline Transactions
121. Self checkout
Introduction
Initializing the self check
Basic Check Out
View Items Out
View Holds
View Fines
XII. Reports
122. Introduction
123. Starting and Stopping the Reporter Daemon
Starting the Reporter Daemon
Stopping the Reporter Daemon
124. Folders
Creating Folders
Managing Folders
125. Creating Templates
Choosing Report Fields
Applying Filters
126. Generating Reports from Templates
Viewing and Editing Report Parameters
127. Viewing Report Output
128. Cloning Shared Templates
129. Adding Data Sources to Reporter
Create a PostgreSQL query, view, or table 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
130. Running Recurring Reports
131. Template Terminology
Data Types
Field Transforms
132. Template Enhancements
Documentation URL
Field Hints
133. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
XIII. Using the Public Access Catalog
134. Introduction
135. Using the Public Access Catalog
Basic Search
Advanced Search
Boolean operators
Search Tips
Search Methodology
Search Results
Details
136. My Lists
Create New Lists
Local Call Number in My Lists
My Lists Preferences
137. Batch Actions from Search
Introduction
Using Batch Actions from Search in the Public Catalog
Using Batch Actions from Search in the Staff Interface
Additional Information
138. Kids OPAC
Introduction
Choose a Skin
Search the Catalog
Place a Hold
Save Items to a List
Third Party Content
Configuration Files
139. Catalog Browse
140. Bibliographic Search Enhancements
Use the Catalog to Retrieve Records with Specified Date Ranges:
Use a Feed to Retrieve Records with Specified Date Ranges:
141. Binary MARC21 Feeds
142. TPAC Metarecord Search and Metarecord Level Holds
143. Library Information Pages
144. Adding Evergreen Search to Web Browsers
Adding OpenSearch to Firefox browser
145. Adding an Evergreen search form to a web page
Introduction
Simple search form
Advanced search form
Encoding
Setting the document type
Setting the library
XIV. Developer Resources
146. Introduction
147. Support Scripts
authority_control_fields: Connecting Bibliographic and Authority records
marc_export: Exporting Bibliographic Records into MARC files
Parallel Ingest with pingest.pl
Importing Authority Records from Command Line
Juvenile-to-adult batch script
MARC Stream Importer
148. Developing with pgTAP tests
Setting up pgTAP on your development server
Running pgTAP tests
149. Easing gently into OpenSRF
Abstract
Introducing OpenSRF
Enough jibber-jabber: writing an OpenSRF service
Getting under the covers with OpenSRF
Evergreen-specific OpenSRF services
Evergreen after one year: reflections on OpenSRF
Summary
Appendix: Python client
150. Updating translations using Launchpad
Prerequisites
Updating the translations
XV. Getting Data from Evergreen
151. Introduction
152. Using Supercat
Introduction
ISBNs
Records
153. Using UnAPI
URL format
154. Using Opensearch as a developer
Introduction
A. Attributions
B. Licensing
C. Admonitions
Index

List of Tables

17.1. 856 field for electronic resources: indicators and subfields
31.1. Parameters for the phonelist program:
31.2. Columns in the holds CSV file:
31.3. Columns in the overdues CSV file:
43.1. List of Receipts
53.1. Stock copy statuses and default settings
66.1. Acquisitions
66.2. Booking and Cataloging
66.3. Circulation
66.4. Credit Card Processing
66.5. Finances
66.6. GUI: Graphic User Interface
66.7. Global
66.8. Holds
66.9. Library
66.10. OPAC
66.11. Offline and Program
66.12. Receipt Templates and SMS Text Message
66.13. Security
66.14. Self Check and Others
66.15. Vandelay
66.16. Data Types in the Library Settings Editor
67.1. New Address Alert Fields
68.1. Barcode Completion Fields
88.1. Record Bucket search keys
91.1. Holdings Import Profile Fields
135.1. Boolean symbolic operators