Course materials administration


To enable the course materials module, go to Administration → Local Administration → Library Settings Editor. Find the setting called "Opt Org Unit into the Course Materials Module". Set it to True for the org units that want to use the module. You may add courses and materials prior to enabling this setting. However, they will not display in the catalog until the setting is enabled.

There are additional library settings that apply to the Course Materials Module:

  • Allow users to browse Courses by Instructor: Some libraries may associate many of their courses with their instructors. Some may not associate any of their courses with an instructor, or the instructor data may be inconsistent. A true value for this setting is appropriate for libraries that have consistent instructor data and want to allow patrons to locate courses in the OPAC via instructor name.

  • Bib source for brief records created in the course materials module: The course materials module will use this bib source for any new brief bibliographic records made inside that module. A transcendant bib source is likely preferable here, as it would allow an electronic resource to display in the public catalog without adding any items or located URIs.

To use the course materials module effectively, staff will need a new permission called MANAGE_RESERVES. In the default permission structure, circulation administrators receive this permission.

Adding terms

You may optionally keep track of your institutions terms or semesters. To add a new term:

  1. Navigate to Administration → Local Administration → Course Reserves List.

  2. Open the Terms tab.

  3. Press the "New Term" button.

  4. Fill out the form and press the "Save" button.

Modifying course roles

Evergreen users can be associated with courses in various roles. For example, one Evergreen user may be associated as the instructor of a course, while others are associated as students in the course.

Course roles are shared across the entire Evergreen installation, rather than being specific to a specific library.

To modify course roles:

  1. Navigate to Administration → Local Administration → Course Reserves List.

  2. Open the Course roles tab.

  3. When modifying course roles, be very careful about whether or not they are OPAC Viewable. Having an instructor role viewable in the OPAC could be very beneficial, as it could enable students to locate their course using the name of their instructor. However, having a student role viewable in the OPAC could be a violation of the students' privacy rights, as it would expose their course registration to the general public.

Adding courses

To add a course:

  1. Navigate to Administration → Local Administration → Course Reserves List.

  2. Press the "Create course" button.

  3. Fill out the characteristics of the course. The course’s number, name, and owning library are required. The section number is not.

  4. Once you have created a course, you can optionally associate it with the terms (or semesters) that it is taught in. Do this by clicking the "Terms taught" link next to the course you created. Press the New Course Term Map button and select the Term you wish to associate. You can associate as many or as few terms as you wish to any course.