Evergreen Documentation

Documentation Interest Group


Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Evergreen 2.12 Release Notes
3. Evergreen 2.12.6
Acknowledgements
4. Evergreen 2.12.5
Acknowledgements
5. Evergreen 2.12.4
Upgrade Notes
Bug Fixes
Acknowledgements
6. Evergreen 2.12.3
Web Client Bug Fixes
Other Bug Fixes
Acknowledgements
7. Evergreen 2.12.2
Security Issue: XSS Vulnerability in Public Catalog
Upgrade Notes
Hold Targeter Repairs and Improvements
Other Bug Fixes
Acknowledgements
8. Evergreen 2.12.1
Acknowledgements
9. 2.12.0 Upgrade notes
10. 2.12.0 New Features
Acquisitions
Administration
Cataloging
Circulation
Client
Infrastructure
Public Catalog
11. 2.12.0 Acknowledgments
III. Software Installation
12. Introduction
13. System Requirements
Server Minimum Requirements
Web Client Requirements
Staff Client Requirements
14. 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
15. Installing the Staff Client
Installing on Windows
Installing on Linux
Registering a Workstation
Removing Staff Client Preferences
16. Upgrading the Evergreen Server
Software Prerequisites
Upgrade the Evergreen code
Upgrade the Evergreen database schema
Restart Evergreen and Test
Review Release Notes
17. Setting Up EDI Acquisitions
Introduction
Installation
Configuration
Troubleshooting
IV. System Configuration and Customization
18. Introduction
19. Describing your organization
Organization Unit Types
Organizational Units
20. 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
21. Migrating Patron Data
Introduction
Creating an sql Script for Importing Patrons
Batch Updating Patron Data
22. Migrating from a legacy system
Introduction
Making electronic resources visible in the catalog
Migrating your bibliographic records
Migrating your call numbers, copies, and parts
23. Importing materials in the staff client
Staff client batch record imports
24. Ordering materials
Introduction
When should libraries use acquisitions?
Managing Funds
Ordering
25. 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
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
Change Date Format in Patron Account View
Including External Content in Your Public Interface
Including Locally Hosted Content in Your Public Interface
26. Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Creating Circulation Policies
27. Hard due dates
Creating a hard due date
28. 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
29. Creating a New Skin: the Bare Minimum
Introduction
Apache directives
Customizing templates
30. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
31. Authentication Proxy
32. Kid’s OPAC Configuration
Configuration
Considerations for Community Adoption
Outstanding Development (Unsponsored)
33. Customizable Toolbar
Configure Toolbar
34. Patron Address City/State/County Pre-Populate by ZIP Code
Scoping and Permissions
Setup Steps
ZIP Code Data
Development
35. Phonelist.pm Module
Introduction
Adding Parameters
Output
Holds
Overdues
Skipping patrons with email notification of holds
Using the ws_ou parameter
Automating the download
36. SIP Server
About the SIP Protocol
Installing the SIP Server
SIP Communication
37. Apache Rewrite Tricks
Short URLs
Domain Based Content with RewriteMaps
38. Apache Access Handler Perl Module
Use Cases
Proxying Websites
V. Using the Browser Staff Client
39. Introduction
40. Logging into Evergreen
Basic Login
Setting Browser Defaults for Web Client
Logging Out
41. Tab Browser-Based Tab Buttons and Keyboard Shortcuts
Setting New Tab Behavior
42. Column Picker
43. Recent Staff Searches
Administrative Settings
Recent Staff Searches
44. Return to Search Results from MARC Record
45. Workstation Administration
Copy Editor: Copy Location Name First
Font and Sound Settings
Select Hotkeys
Configure Printers
Receipt Template Editor
VI. System Administration From the Staff Client
46. Introduction
47. 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
48. Age hold protection
Active date display in OPAC
49. Authorities
Authority Control Sets
Thesauri
Authority Fields
Browse Axes
50. 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
51. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
52. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
53. Cash Reports
54. Circulation Limit Sets
Maximum Checkout by Copy Location
55. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
56. Floating Groups
Floating Groups
Examples
57. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
58. MARC Record Attributes
Multi Valued Fields and Composite Record Attributes
59. Org Unit Proximity Adjustments
Org Unit Proximity Adjustments
Absolute and Relative Adjustments
Create an Org Unit Proximity Adjustment
Permissions to use this Feature
60. User and Group Permissions
Staff Accounts
61. SMS Text Messaging
Administrative Setup
Receiving Holds Notices via Text Message
Sending Copy Details via Text Message
62. User Activity Types
Enabling this Feature
Using this Feature
63. Z39.50 Servers
Restrict Z39.50 Sources by Permission Group
Storing Z39.50 Server Credentials
VII. Local Administration
64. Introduction
65. Library Settings Editor
Introduction
Editing Library Settings
Exporting/Importing Library Settings
Settings Overview
66. 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
67. Barcode Completion
Scoping and Permissions
Access Points
Multiple Matches
Barcode Completion Data Fields
Create, Update, Filter, Delete/Disable Rules
Examples
Testing
68. Hold-driven recalls
Enabling hold-driven recalls
Editing the item recall notification email template
69. Notifications / Action Triggers
Event Definitions
Creating Action Triggers
70. Recent Staff Searches
71. Standing Penalties
72. Statistical Categories Editor
73. Statistical Popularity Badges
Popularity Rating and Calculation
Creating Popularity Badges
New Global Flags
Sorting by Popularity in the OPAC
Popularity Badge Example
74. Work Log
Expanding the Work Log
VIII. Acquisitions
75. Acquisitions
Initial Configuration
Acquisitions Workflow
76. Selection Lists and Purchase Orders
Selection Lists
Purchase Orders
Brief Records
MARC Federated Search
Line Items
77. Invoices
Introduction
Creating invoices and adding line items
Electronic Invoicing
View an invoice
Receive Items From an Invoice
78. Load MARC Order Records
Introduction
Basic Upload Options
Record Matching Options
Default Upload Settings
Sticky Settings
Use Cases for MARC Order Upload form
79. Placing purchase requests from a patron record
80. Managing patron purchase requests
Introduction
Adding a request
Adding requests to selection lists
81. "Blanket" Orders
Example
More details about blanket orders
IX. Cataloging
82. Copy Buckets
Managing Copy 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
83. Working with the MARC Editor
Editing MARC Records
84. 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
85. Overlay Existing Catalog Record via Z39.50 Import
86. Z39.50 Search Enhancements
87. Monograph Parts
Add a Monograph Part to an Existing Record
Monograph Part Merging
88. Conjoined Items
Using the Conjoined Items Feature
89. Cataloging Electronic Resources — Finding Them in Catalog Searches
Adding a Located URI to the Record
Using Transcendent Bib Sources for Electronic Resources
90. TPAC Copy Edit Links
91. MARC Batch Edit
Introduction
Action (Rule Type)
Other Template Fields
92. Managing Authorities
Introduction
Creating Authorities
Importing Authorities
Manage Authorities Interface
93. Link Checker
Search for URLs
View Your Results
Manage Your Sessions
X. Serials
94. Serials
Serial Control View vs. Alternate Serial Control View
MFHD Records
95. Copy Template for Serials
Create a copy template
Edit a copy template
96. Serials Control View
Create a Subscription
Create a Distribution
Create Captions and Patterns
Creating an Issuance
Generate Prediction
97. Alternate Serial Control View
Creating a Subscription
Creating a Distribution
Creating a Stream
Creating a Caption and Pattern
Creating an Issuance
Generate Item Predictions
98. Edit Subscriptions
Serials Control View
Alternate Serials Control View
99. Receiving
Serials Control View Receiving
Batch Receiving
100. Special Issues
101. Holdings
System Generated Holdings Statement
MARC Format for Holdings Display (MFHD)
102. Group Serials Issues in the Template Toolkit OPAC
Administration
Displaying Issues in the OPAC
XI. Circulation
103. Introduction
104. 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
Mark an Item Long Overdue
105. Holds Management
Placing Holds
Holds Levels
Title Level Hold
Parts Level Hold
Placing Holds in Patron Records
Managing Holds
Alternate Hold Pick up Location
Display Hold Types on Pull Lists
106. Booking Module
Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
107. Circulation - Patron Record
Searching 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
108. Triggered Events and Notices
Introduction
Access and View
Filter
Sort
Print
Reset
109. Offline Transactions
Introduction
Patron Registration
Checking Out Items
Renew
In-house Use
Check In
Uploading Offline Transactions
110. Self checkout
Introduction
Initializing the self check
Basic Check Out
View Items Out
View Holds
View Fines
111. RFID Product Integration
Evergreen Integration with PV Supa GoodStuff RFID Reader
XII. Reports
112. Introduction
113. Starting and Stopping the Reporter Daemon
Starting the Reporter Daemon
Stopping the Reporter Daemon
114. Folders
Creating Folders
Managing Folders
115. Creating Templates
Choosing Report Fields
Applying Filters
116. Generating Reports from Templates
Viewing and Editing Report Parameters
117. Viewing Report Output
118. Cloning Shared Templates
119. 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
120. Running Recurring Reports
121. Template Terminology
Data Types
Field Transforms
122. Template Enhancements
Documentation URL
Field Hints
123. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
XIII. Using the Public Access Catalog
124. Introduction
125. Using the Public Access Catalog
Basic Search
Advanced Search
Boolean operators
Search Tips
Search Methodology
Search URL
Search Results
Details
My Account
126. My Lists
Create New Lists
Local Call Number in My Lists
My Lists Preferences
127. Kids OPAC
Introduction
Choose a Skin
Search the Catalog
Place a Hold
Save Items to a List
Third Party Content
Configuration Files
128. Catalog Browse
129. Bibliographic Search Enhancements
Use the Catalog to Retrieve Records with Specified Date Ranges:
Use a Feed to Retrieve Records with Specified Date Ranges:
130. Binary MARC21 Feeds
131. TPAC Metarecord Search and Metarecord Level Holds
132. Library Information Pages
133. Adding Evergreen Search to Web Browsers
Adding OpenSearch to Firefox browser
134. 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
135. Introduction
136. Support Scripts
marc_export: Exporting Bibliographic Records into MARC files
Importing Authority Records from Command Line
MARC Stream Importer
137. Developing with pgTAP tests
Setting up pgTAP on your development server
Running pgTAP tests
138. 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
139. Updating translations using Launchpad
Prerequisites
Updating the translations
XV. Getting Data from Evergreen
140. Introduction
141. Using Supercat
Introduction
ISBNs
Records
142. Using UnAPI
URL format
A. Attributions
B. Licensing
C. Admonitions
Index

List of Tables

22.1. 856 field for electronic resources: indicators and subfields
35.1. Parameters for the phonelist program:
35.2. Columns in the holds CSV file:
35.3. Columns in the overdues CSV file:
45.1. General Transits
45.2. Transit Slip
55.1. Stock copy statuses and default settings
65.1. Acquisitions
65.2. Booking and Cataloging
65.3. Circulation
65.4. Credit Card Processing
65.5. Finances
65.6. GUI: Graphic User Interface
65.7. Global
65.8. Holds
65.9. Library
65.10. OPAC
65.11. Offline and Program
65.12. Receipt Templates and SMS Text Message
65.13. Security
65.14. Self Check and Others
65.15. Vandelay
65.16. Data Types in the Library Settings Editor
66.1. New Address Alert Fields
67.1. Barcode Completion Fields
84.1. Holdings Import Profile Fields
94.1. Serials Control View and Alternate Serials Control View Comparison
125.1. Boolean symbolic operators