Evergreen Documentation

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Evergreen 3.0 Release Notes
3. Evergreen 3.0.4
4. Evergreen 3.0.3
Upgrade Notes
Bug Fixes
5. Evergreen 3.0.2
6. Evergreen 3.0.1
7. 3.0.0 Upgrade notes
Change to Names of Shared Libraries
SIP Bugfix Requires SIPServer Upgrade
RTL CSS Stylesheet
Multi-Time Zone Installations
8. Deprecation of XUL staff client
9. 3.0.0 New Features
New Staff Client
Public catalog
10. Acknowledgments
Web Client Acknowledgments
Evergreen 3.0 Acknowledgments
III. Software Installation
11. Introduction
12. System Requirements
Server Minimum Requirements
Web Client Requirements
Staff Client Requirements
13. 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
14. Upgrading the Evergreen Server
Software Prerequisites
Upgrade the Evergreen code
Upgrade the Evergreen database schema
Restart Evergreen and Test
Review Release Notes
15. Setting Up EDI Acquisitions
IV. System Configuration and Customization
16. Introduction
17. Describing your organization
Organization Unit Types
Organizational Units
18. 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
19. Migrating Patron Data
Creating an sql Script for Importing Patrons
Batch Updating Patron Data
20. Migrating from a legacy system
Making electronic resources visible in the catalog
Migrating your bibliographic records
Migrating your call numbers, copies, and parts
21. Importing materials in the staff client
Staff client batch record imports
22. Ordering materials
When should libraries use acquisitions?
Managing Funds
23. 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
24. 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
25. Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Circulation Rules
Creating Circulation Policies
26. Hard due dates
Creating a hard due date
27. TPac Configuration and Customization
Template toolkit documentation
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
28. Creating a New Skin: the Bare Minimum
Apache directives
Customizing templates
29. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
30. Authentication Proxy
31. Kid’s OPAC Configuration
Considerations for Community Adoption
Outstanding Development (Unsponsored)
32. Patron Address City/State/County Pre-Populate by ZIP Code
Scoping and Permissions
Setup Steps
ZIP Code Data
33. Phonelist.pm Module
Adding Parameters
Skipping patrons with email notification of holds
Using the ws_ou parameter
Automating the download
34. SIP Server
About the SIP Protocol
Installing the SIP Server
SIP Communication
Patron privacy and the SIP protocol
35. Apache Rewrite Tricks
Short URLs
Domain Based Content with RewriteMaps
36. Apache Access Handler Perl Module
Use Cases
Proxying Websites
37. ebook_api service
38. hold-targeter service
39. Backing up your Evergreen System
Database backups
V. Using the Browser Staff Client
40. Introduction
41. Logging into Evergreen
Registering a Workstation
Basic Login,
Logging Out
42. Best Practices for Using the Browser
Pop-up Blockers
Setting Browser Defaults for Web Client
Tab Buttons and Keyboard Shortcuts
43. Column Picker
44. Recent Staff Searches
Administrative Settings
Recent Staff Searches
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
Currency Types
Distribution Formulas
Electronic Data Interchange
Exchange Rates
MARC Federated Search
Fund Tags
Funding Sources
Invoice menus
Line Item Features
48. Age hold protection
Active date display in OPAC
49. Authorities
Authority Control Sets
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
57. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
58. Copy Tags (Digital Bookplates)
Creating Copy Tags
Managing Copy Tags
59. MARC Record Attributes
Multi Valued Fields and Composite Record Attributes
60. Org Unit Proximity Adjustments
Org Unit Proximity Adjustments
Absolute and Relative Adjustments
Create an Org Unit Proximity Adjustment
Permissions to use this Feature
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
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
68. Barcode Completion
Scoping and Permissions
Access Points
Multiple Matches
Barcode Completion Data Fields
Create, Update, Filter, Delete/Disable Rules
69. Hold-driven recalls
Enabling hold-driven recalls
Editing the item recall notification email template
70. Notifications / Action Triggers
Event Definitions
Creating Action Triggers
Processing Action Triggers
71. Recent Staff Searches
Administrative Settings
Recent Staff Searches
72. Standing Penalties
73. Statistical Categories Editor
74. Statistical Popularity Badges
Popularity Rating and Calculation
Creating Popularity Badges
New Global Flags
Sorting by Popularity in the OPAC
Popularity Badge Example
75. Work Log
Expanding the Work Log
VIII. Acquisitions
76. Acquisitions
Initial Configuration
Acquisitions Workflow
77. Selection Lists and Purchase Orders
Selection Lists
Purchase Orders
Brief Records
MARC Federated Search
Line Items
78. Invoices
Creating invoices and adding line items
Electronic Invoicing
View an invoice
Receive Items From an Invoice
79. Load MARC Order Records
Basic Upload Options
Record Matching Options
Default Upload Settings
Sticky Settings
Use Cases for MARC Order Upload form
80. Placing purchase requests from a patron record
81. Managing patron purchase requests
Adding a request
Adding requests to selection lists
82. "Blanket" Orders
More details about blanket orders
IX. Cataloging
83. Introduction
MARC Tag-table Service
84. 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
85. 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
86. Working with the MARC Editor
Editing MARC Records
87. Record Buckets
Creating Record Buckets
Adding Records to a Bucket
88. Return to Search Results from MARC Record
89. Batch Importing MARC Records
Record Display Attributes
Record Match Sets
Merge/Overlay Profiles
Import Item Attributes
Import Records
Default Values for Item Import
90. Overlay Existing Catalog Record via Z39.50 Import
91. Z39.50 Search Enhancements
92. Monograph Parts
Add a Monograph Part to an Existing Record
Monograph Part Merging
93. Conjoined Items
Using the Conjoined Items Feature
94. Cataloging Electronic Resources — Finding Them in Catalog Searches
Adding a Located URI to the Record
Using Transcendant Bib Sources for Electronic Resources
95. TPAC Copy Edit Links
96. MARC Batch Edit
Setting Up a Batch Edit Session
97. Managing Authorities
Creating Authorities
Importing Authorities
Manage Authorities Interface
98. Link Checker
Search for URLs
View Your Results
Manage Your Sessions
X. Serials
99. Serials
MFHD Records
100. Serials Administration
Serial Copy Templates
Prediction Pattern Templates
101. Serials Module
Create a Subscription
Create and Manage Predictions
102. Receiving
Quick Receive
Receiving from the Manage Issues tab
Batch Receiving
103. Routing Lists
104. Special Issues
Adding Extra Copies
Adding Special Issues
105. Binding Issues
106. Holdings
System Generated Holdings Statement
MARC Format for Holdings Display (MFHD)
107. Group Serials Issues in the Template Toolkit OPAC
Displaying Issues in the OPAC
XI. Circulation
108. Introduction
109. 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
110. 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
111. Booking Module
Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
112. 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
User Buckets
113. Patron self-registration administration
Library Settings
114. Triggered Events and Notices
Access and View
115. Offline Circulation
Using Offline Circulation
In-House Use
Patron Registration
Managing Offline Transactions
116. Self checkout
Initializing the self check
Basic Check Out
View Items Out
View Holds
View Fines
XII. Reports
117. Introduction
118. Starting and Stopping the Reporter Daemon
Starting the Reporter Daemon
Stopping the Reporter Daemon
119. Folders
Creating Folders
Managing Folders
120. Creating Templates
Choosing Report Fields
Applying Filters
121. Generating Reports from Templates
Viewing and Editing Report Parameters
122. Viewing Report Output
123. Cloning Shared Templates
124. 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
125. Running Recurring Reports
126. Template Terminology
Data Types
Field Transforms
127. Template Enhancements
Documentation URL
Field Hints
128. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
XIII. Using the Public Access Catalog
129. Introduction
130. Using the Public Access Catalog
Basic Search
Advanced Search
Boolean operators
Search Tips
Search Methodology
Search Results
131. My Lists
Create New Lists
Local Call Number in My Lists
My Lists Preferences
132. Kids OPAC
Choose a Skin
Search the Catalog
Place a Hold
Save Items to a List
Third Party Content
Configuration Files
133. Catalog Browse
134. Bibliographic Search Enhancements
Use the Catalog to Retrieve Records with Specified Date Ranges:
Use a Feed to Retrieve Records with Specified Date Ranges:
135. Binary MARC21 Feeds
136. TPAC Metarecord Search and Metarecord Level Holds
137. Library Information Pages
138. Adding Evergreen Search to Web Browsers
Adding OpenSearch to Firefox browser
139. Adding an Evergreen search form to a web page
Simple search form
Advanced search form
Setting the document type
Setting the library
XIV. Developer Resources
140. Introduction
141. Support Scripts
marc_export: Exporting Bibliographic Records into MARC files
Importing Authority Records from Command Line
Juvenile-to-adult batch script
MARC Stream Importer
142. Developing with pgTAP tests
Setting up pgTAP on your development server
Running pgTAP tests
143. Easing gently into OpenSRF
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
Appendix: Python client
144. Updating translations using Launchpad
Updating the translations
XV. Getting Data from Evergreen
145. Introduction
146. Using Supercat
147. Using UnAPI
URL format
A. Attributions
B. Licensing
C. Admonitions

List of Tables

20.1. 856 field for electronic resources: indicators and subfields
33.1. Parameters for the phonelist program:
33.2. Columns in the holds CSV file:
33.3. Columns in the overdues CSV file:
45.1. General Transits
45.2. Transit Slip
55.1. 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
87.1. Record Bucket search keys
89.1. Holdings Import Profile Fields
130.1. Boolean symbolic operators