Evergreen Glossary

AACR2 is a set of cataloging rules for descriptive cataloging of various types of resources. http://www.aacr2.org/

Processes related to ordering materials and managing expenditures.

Allows libraries to prevent holds on new books (on a item by item basis) from outside the owning library’s branch or system for a designated amount of time.

Open-source web server software used to serve both static content and dynamic web pages in a secure and reliable way. More information is available at http://apache.org.

Records used to control the contents of MARC fields.

A setting in acquisitions that prevents you from making purchases when only a specified amount of the fund remains.

The code/number attached to the item. This is not the database ID. Barcodes are added to items to facilitate the checking in and out of an item. Barcodes can be changed as needed. Physical barcodes that can be placed on items can follow several different barcode symboligies.

The record that contains data about a work, such as title, author and copyright date. A bibliographic record may have zero or more items attached, which are the things that (may) circulate. A bibliographic record is analogous to "Work" and "Instance" in BIBFRAME.

A conceptual model of the library world that defines Works, Instance, and Items among other concepts. Available at https://www.loc.gov/bibframe/docs/bibframe2-model.html

Processes relating to reserving cataloged and non- bibliographic items.

A brick is a unit consisting of one or more servers. It refers to a set of servers with ejabberd, Apache, and all applicable Evergreen services. It is possible to run all the software on a single server, creating a “single server brick.” Typically, larger installations will have more than one such brick and, hence, be more robust.

This is a container of items. See also Record Buckets and Item Buckets.

An item’s call number is a string of letters and or numbers that work like map coordinates to describe where in a library a particular item "lives."

The database of titles and objects

The process of adding materials to be circulated to the system.

The process of returning an item.

The process of loaning and item to a patron.

The process of loaning an item to an individual.

The library which has checked out the item.

The library which is the home of the item.

Refines circulation policies by limiting the number of items that users can check out.

Circulation modifiers pull together Loan Duration, Renewal Limit, Fine Level, Max Fine, and Profile Permission Group to create circulation rules for different types of materials. Circulation Modifiers are also used to determine Hold Policies.

The use of a network of remote servers hosted on the Internet to store, manage, and process data, rather than a local server or computer. Terms sush as Software as a Service(SaaS) refer to these kinds of systems. ILS vendors offering hosting where they manage the servers used by the ILS and provide access via the internet is an example of cloud computing.

To make code changes to the software code permanent. In open source software development, the ability to commit is usually limited to a core group.

Community in the open source world of software development and use refers to the users and developers who work in concert to develop, communicate, and collaborate to develop the software.

A compiled software is where the software has been translated to a machine code for use. Compiled software usually targets a specific computer architecture. The code cannot be read by humans.

A consortium is a organization of two or more individuals, companies, libraries, consortiums, etc. formed to undertake an enterprise beyond the resources of any one member.

An ILS designed to run an consortium. A CLS is designed for resource sharing between all members of the consortium, it provides an union catalog for all items in the consortium.

see Item

The default search library setting determines what library is searched from the advanced search screen and portal page by default. Manual selection of a search library will override it. One recommendation is to set the search library to the highest point you would normally want to search.

Used to specify the number of copies that should be distributed to specific branches and item locations in Acquisitions

The due date is the day on or before which an item must be returned to the library in order to avoid being charged an overdue fine.

ejabberd stands for Erland Jabber Daemon. This is the software that runs jabber. ejabberd is used to exchange data between servers.

Transmission of data between organizations using electronic means. This is used for Acquisitions.

Evergreen is an open source ILS designed to handle the processing of a geographical dispersed, resource sharing library network.

See IDL

In a FIFO environment, holds are filled in the order that they are placed.

FUD is a marketing stratagy to try to install Fear, Uncertainty, and/or Doubt about a competitors product.

Tags used in acquisitions to allow you to group Funds.

Sources of the monies to fund acquisitions of materials.

Allocations of money used for purchases.

See Library of Congress FRBR documentation

Git is a versioning control software for tracking changes in the code. It is designed to work with multiple developers.

GNU is a recursive acronym for "GNU’s Not Unix". GNU is an open source Unix like operating system.

GNU GPL Version 2 is the license in which Evergreen is licensed. GNU GPL version 2 is a copyleft licence, which means that derivative work must be open source and distributed under the same licence terms. See https://www.gnu.org/licenses/old-licenses/gpl-2.0.html for complete license information.

A additional program that is installed as an extension of your browser to extend printing functionality with Evergreen.

The exclusive right for a patron to checkout a specific item.

Define which organizational units are available to fill specific holds.

Identifies the Import Item Attributes definition.

Used in the acquisitions module to map subfields to the appropriate item data.

Inter-Consortium Loans are like ILL’s, but different in the fact that the loan happens just with in the Consortium.

A model that Evergreen’s software components use to understand how Evergreen’s data are structured. IDL is sometime refered to as the Fieldmapper IDL.

The Integrated Library System is a set of applications which perform the business and technical aspects of library management, including but not exclusive to acquistions, cataloging, circulation, and booking.

Inter-Library Loan is the process of one libray borrows materials for a patron from another library.

Used to map the data in your holdings tag to fields in the item record during a MARC import.

A back-up merge profile to be used for importing if an incoming record does not meet the standards of the minimum quality ratio.

The ISBN is a publisher product number that has been used in the book supply industry since 1968. A published book that is a separate product gets its own ISBN. ISBNs are either 10 digits or 13 digits long. They may contain information on the country of publication, the publisher, title, volume or edition of a title.

International Standard Serial Number is a unigue 8 digit number assigned by the Internation Serials Data System to identify a specfic Serial Title.

Item records contain information about an object such as a book, DVD, or kit, that may be available to circulate to patrons (based on circulation policies). Items belong to bibliographic records. The Evergreen Item is analogous to "Item" in BIBFRAME.

Item barcodes uniquely identify each specific item entered into the Catalog.

This is a container of individual items.

Item Status allows you to see the status of a item without having to go to the actual Title Record. Item status is a intragal part of Evergreen and how it works.

The communications protocol used for client-server message passing within Evergreen. Now known as XMPP, it was originally named "Jabber."

User setting used to specify if a user is a juvenile user for circulation purposes.

Alternate version of the Template Toolkit OPAC that is kid friendly

Launchpad is an open source suite of tools that help people and teams to work together on software projects. Launchpad brings together bug reports, wishlist ideas, translations, and blueprints for future development of Evergreen. https://launchpad.net/evergreen

The LCCN is a system of numbering catalog records at the Library of Congress

see ILS (Integrated Library System)

Loan duration (also sometimes referred to as "loan period") is the length of time a given type of material can circulate.

The MARC formats are standards for the representation and communication of bibliographic and related information in machine-readable form.

Mass exporting of MARC records out of a library system.

Mass importing of MARC records into a library system.

Framework for working with MARC data in a XML environment.

Indicates the relative importance of that match point as Evergreen evaluates an incoming record against an existing record.

Used to set the acceptable level of quality for a record to be imported.

Items that have not been cataloged.

An OPAC is an online interface to the database of a library’s holdings, used to find resources in their collections. It is possibly searchable by keyword, title, author, subject or call number. The public view of the catalog.

Acronym for Open Scalable Request Framework (pronounced open surf). An enterprise class Service Request Framework. It’s purpose is to serve as a robust message routing network upon which one may build complex, scalable applications. To that end, OpenSRF attempts to be invisible to the application developer, while providing transparent load balancing and failover with minimal overhead.

Organizational Units are the specific instances of the organization unit types that make up your library’s hierarchy.

The organization types in the hierarchy of a library system.

During a MARC import this is used identify which fields should be replaced, which should be preserved, and which should be added to the record.

The library which has purchased a particular item and created the volume and item records.

An organizational unit one level above whose policies may be inherited by its child units.

Provide more granularity for copies, primarily to enable patrons to place holds on individual parts of a set of items.

A user of the ILS. Patrons in Evergreen can both be staff and public users.

Patrons are uniquely identified by their library card barcode number.

A grouping of permissions granted to a group of individuals, i.e. patrons, cataloging, circulation, administration. Permission Groups also set the depth and grantability of permissions.

Library designated as the location where requested material is to be picked up.

A popular open-source object-relational database management system that underpins Evergreen software.

The library that is used to show items and URIs regardless of the library searched. It is recommended to set this to your Workstation library so that local copies always show up first in search Results.

Templates that Evergreen uses to print various receipts and tables.

Settings in Evergreen for selected printers. This is a HATCH functionality.

Create a new fund for the following fiscal year with the same parameters as your current fund.

Vendors from whom you order your materials. Set in the Acquisition module.

A document issued by a buyer to a vendor, indicating types, quantities, and prices of materials.

Provide a mechanism for Evergreen to measure the quality of records and to make importing decisions based on quality.

RDA is a set of cataloging standards and guidelines based on FRBR and FRAD. RDA is the successor for AACR2. http://rdatoolkit.org/

This is a container of Title Records.

When importing records, this identifies how Evergreen should match incoming records to existing records in the system.

Recurring Fine is the official term for daily or other regularly accruing overdue fines.

The process of adding a Patron account with in Evergreen.

Used to roll over remaining encumbrances and funds into the same fund the following year.

SAN is an identificatin code for electronic communication with in the publishing industry. SAN uniguely identify an address for location.

Shelving location is the area within the library where a given item is shelved.

SIP is a communications protocol used within Evergreen for transferring data to and from other third party devices, such as RFID and barcode scanners that handle patron and library material information. Version 2.0 (also known as "SIP2") is the current standard. It was originally developed by the 3M Corporation.

Acronym for Search & Retrieve URL Service. SRU is a search protocol used in web search and retrieval. It expresses queries in Contextual Query Language (CQL) and transmits them as a URL, returning XML data as if it were a web page.

The graphical user interface used by library workers to interact with the Evergreen system. Staff use the Staff Client to access administration, acquisitions, circulation, and cataloging functions.

Serve as alerts and blocks when patron records have met certain criteria, commonly excessive overdue materials or fines; standing penalty blocks will prevent circulation and hold transactions.

Allow libraries to associate locally interesting data with patrons and holdings. Also known as stat cats.

A template processing system written in Perl.

Top-level domain. The last part of a full domain name. Ex: www.website.com. The top-level domain is ".com".

Evergreen’s Template Toolkit based OPAC. The web based public interface in Evergreen written using functionality from the Template Toolkit.

Universal Resource Identifier. A URI is a string of characters that identify a logical or physical resource. Examples are URL an URN

This is the web address.

This is a standard number to identify a resource. Example of URNs are ISBN, ISSN, and UPC.

The UPC is a number uniguely assigned to an item by the manufacturer.

Different types of activities users do in Evergreen. Examples: Login, Verification of account

MARC Batch Import/Export tool original name.

The Evergreen Wiki can be found at https://wiki.evergreen-ils.org. The Evergreen Wiki is a knowledge base of information on Evergreen.

The unique name associated with a specific computer and Org Unit.

Acronym for eXtensible Markup Language, a subset of SGML. XML is a set of rules for encoding information in a way that is both human-readable and machine-readable. It is primarily used to define documents but can also be used to define arbitrary data structures. It was originally defined by the World Wide Web Consortium (W3C).

The open-standard communications protocol (based on XML) used for client-server message passing within Evergreen. It supports the concept of a consistent domain of message types that flow between software applications, possibly on different operating systems and architectures. More information is available at http://xmpp.org. See Also: Jabber.

The XML Path Language, a query language based on a tree representation of an XML document. It is used to programmatically select nodes from an XML document and to do minor computation involving strings, numbers and Boolean values. It allows you to identify parts of the XML document tree, to navigate around the tree, and to uniquely select nodes. The currently version is "XPath 2.0". It was originally defined by the World Wide Web Consortium (W3C).

Yet Another Organization Unit Setting

An international standard client/server protocol for communication between computer systems, primarily library and information related systems. See Also: SRU (Search & Retrieve URL)