Next
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 3.2.8
Bug fixes
Acknowledgments
4. Evergreen 3.2.7
Bug fixes
Acknowledgments
5. Evergreen 3.2.6
Bug fixes
Acknowledgments
6. Evergreen 3.2.5
Bug fixes
Acknowledgments
7. Evergreen 3.2.4
Bug fixes
Acknowledgments
8. Evergreen 3.2.3
Bug fixes
Acknowledgments
9. Evergreen 3.2.2
Bug fixes
Acknowledgements
10. Evergreen 3.2.1
Bug fixes
Acknowledgements
11. 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
12. 3.2.0 New Features
Acquisitions
Administration
Architecture
Cataloging
Circulation
Client
OPAC
13. Acknowledgments
III. Software Installation
14. Introduction
15. System Requirements
Server Minimum Requirements
Web Client Requirements
Staff Client Requirements
16. 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
17. Upgrading the Evergreen Server
Software Prerequisites
Upgrade the Evergreen code
Upgrade the Evergreen database schema
Restart Evergreen and Test
Review Release Notes
18. Setting Up EDI Acquisitions
Introduction
Installation
Configuration
Troubleshooting
IV. System Configuration and Customization
19. Introduction
20. Describing your organization
Organization Unit Types
Organizational Units
21. 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
22. Migrating Patron Data
Introduction
Creating an sql Script for Importing Patrons
Batch Updating Patron Data
23. Migrating from a legacy system
Introduction
Making electronic resources visible in the catalog
Migrating your bibliographic records
Migrating your call numbers, items, and parts
24. Importing materials in the staff client
Staff client batch record imports
25. Ordering materials
Introduction
When should libraries use acquisitions?
Managing Funds
Ordering
26. 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
27. 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
28. Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Circulation Rules
Creating Circulation Policies
29. Autorenewals in Evergreen
Introduction
Configure Autorenewals
Autorenewal Notices and Action Triggers
Autorenewals in Patron Accounts
30. Hard due dates
Creating a hard due date
31. 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
32. Creating a New Skin: the Bare Minimum
Introduction
Apache directives
Customizing templates
33. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
34. Authentication Proxy
35. Kid’s OPAC Configuration
Configuration
Considerations for Community Adoption
Outstanding Development (Unsponsored)
36. Patron Address City/State/County Pre-Populate by ZIP Code
Scoping and Permissions
Setup Steps
ZIP Code Data
Development
37. Phonelist.pm Module
Introduction
Adding Parameters
Output
Holds
Overdues
Skipping patrons with email notification of holds
Using the ws_ou parameter
Automating the download
38. SIP Server
About the SIP Protocol
Installing the SIP Server
SIP Communication
Patron privacy and the SIP protocol
39. Apache Rewrite Tricks
Short URLs
Domain Based Content with RewriteMaps
40. Apache Access Handler Perl Module
Use Cases
Proxying Websites
41. ebook_api service
42. hold-targeter service
43. Backing up your Evergreen System
Database backups
V. Using the Browser Staff Client
44. Introduction
45. Logging into Evergreen
Registering a Workstation
Basic Login,
Logging Out
46. Best Practices for Using the Browser
Pop-up Blockers
Setting Browser Defaults for Web Client
Tab Buttons and Keyboard Shortcuts
47. Column Picker
48. Recent Staff Searches
Administrative Settings
Recent Staff Searches
49. 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
50. Introduction
51. 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
52. Age hold protection
Active date display in OPAC
53. Authorities
Authority Control Sets
Thesauri
Authority Fields
Browse Axes
54. 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
55. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
56. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
57. Cash Reports
58. Circulation Limit Sets
Maximum Checkout by Shelving Location
59. Item Status
Adding Item Statuses
Deleting Item Statuses
Editing Item Statuses
60. Floating Groups
Floating Groups
Examples
61. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
62. Item Tags (Digital Bookplates)
Administration
Creating item Tags
Managing Item Tags
63. 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
64. Org Unit Proximity Adjustments
Org Unit Proximity Adjustments
Absolute and Relative Adjustments
Create an Org Unit Proximity Adjustment
Permissions to use this Feature
65. Administering the Physical Characteristics Wizard
66. Administering shelving locations
Creating new shelving locations
Deleting shelving locations
Modifying shelving location order
Shelving location groups
67. User and Group Permissions
Staff Accounts
68. SMS Text Messaging
Administrative Setup
Receiving Holds Notices via Text Message
Sending Copy Details via Text Message
69. User Activity Types
Enabling this Feature
Using this Feature
70. Z39.50 Servers
Restrict Z39.50 Sources by Permission Group
Storing Z39.50 Server Credentials
VII. Local Administration
71. Introduction
72. Library Settings Editor
Introduction
Editing Library Settings
Exporting/Importing Library Settings
Settings Overview
73. 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
74. Barcode Completion
Scoping and Permissions
Access Points
Multiple Matches
Barcode Completion Data Fields
Create, Update, Filter, Delete/Disable Rules
Examples
Testing
75. Hold-driven recalls
Enabling hold-driven recalls
Editing the item recall notification email template
76. Emergency Closing Handler
Introduction
Administration
Create an emergency closing
77. Notifications / Action Triggers
Introduction
Event Definitions
Creating Action Triggers
Processing Action Triggers
78. Recent Staff Searches
Administrative Settings
Recent Staff Searches
79. Standing Penalties
80. Statistical Categories Editor
81. Statistical Popularity Badges
Popularity Rating and Calculation
Creating Popularity Badges
New Global Flags
Sorting by Popularity in the OPAC
Popularity Badge Example
82. Work Log
Expanding the Work Log
VIII. Acquisitions
83. Acquisitions
Initial Configuration
Acquisitions Workflow
84. Selection Lists and Purchase Orders
Selection Lists
Purchase Orders
Brief Records
MARC Federated Search
Line Items
85. Invoices
Introduction
Creating invoices and adding line items
Electronic Invoicing
View an invoice
Receive Items From an Invoice
86. Load MARC Order Records
Introduction
Basic Upload Options
Record Matching Options
Default Upload Settings
Sticky Settings
Use Cases for MARC Order Upload form
87. Placing purchase requests from a patron record
88. Managing patron purchase requests
Introduction
Place a Patron Request
Actions for Requests
Administration
89. "Blanket" Orders
Example
More details about blanket orders
IX. Cataloging
90. Introduction
MARC Tag-table Service
91. 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
92. Item Tags
Adding Existing Item Tags to Items
Creating and Applying a Item Tag During Cataloging
Removing Item Tags from Items
Adding Item Tags to Items in Batch
Searching Item Tags
93. Working with the MARC Editor
Editing MARC Records
94. Record Buckets
Introduction
Creating Record Buckets
Adding Records to a Bucket
Bibliographic Record Merging and Overlay
95. MARC 007 Field Physical Characteristics Wizard
96. Return to Search Results from MARC Record
97. 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
98. Overlay Existing Catalog Record via Z39.50 Import
99. Z39.50 Search Enhancements
100. Monograph Parts
Add a Monograph Part to an Existing Record
Monograph Part Merging
101. Conjoined Items
Using the Conjoined Items Feature
102. Cataloging Electronic Resources — Finding Them in Catalog Searches
Adding a Located URI to the Record
Using Transcendant Bib Sources for Electronic Resources
103. Using the Item Status interface
Accessing the Item Status interface
Specific fields
Printing spine labels
104. Using the Holdings Editor
Specific fields
Accessing the Holdings Editor by barcode
Accessing the holdings editor from a catalog record
105. MARC Batch Edit
Introduction
Setting Up a Batch Edit Session
Examples
106. Managing Authorities
Introduction
Creating Authorities
Importing Authorities
Viewing and Editing Authority Records by Database ID
Manage Authorities Interface
107. Link Checker
Search for URLs
View Your Results
Manage Your Sessions
108. Notes about the Bibliographic Schema in the Database
Bibliographic fingerprint
109. MARC Templates
Adding MARC Templates
X. Serials
110. Serials
MFHD Records
111. Serials Administration
Serial Copy Templates
Prediction Pattern Templates
112. Serials Module
Create a Subscription
Create and Manage Predictions
113. Receiving
Quick Receive
Receiving from the Manage Issues tab
Batch Receiving
114. Routing Lists
115. Special Issues
Adding Extra Copies
Adding Special Issues
116. Binding Issues
117. Holdings
System Generated Holdings Statement
MARC Format for Holdings Display (MFHD)
118. Group Serials Issues in the Template Toolkit OPAC
Administration
Displaying Issues in the OPAC
XI. Circulation
119. Introduction
120. 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
121. 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
122. Booking Module
Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
123. 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
124. Patron self-registration administration
Library Settings
125. Triggered Events and Notices
Introduction
Access and View
Filter
Sort
Print
Reset
126. Offline Circulation
Introduction
Using Offline Circulation
Checkout
Renew
In-House Use
Checkin
Patron Registration
Managing Offline Transactions
127. Self checkout
Introduction
Initializing the self check
Basic Check Out
View Items Out
View Holds
View Fines
XII. Reports
128. Introduction
129. Starting and Stopping the Reporter Daemon
Starting the Reporter Daemon
Stopping the Reporter Daemon
130. Folders
Creating Folders
Managing Folders
131. Creating Templates
Choosing Report Fields
Applying Filters
132. Generating Reports from Templates
Viewing and Editing Report Parameters
133. Viewing Report Output
134. Cloning Shared Templates
135. 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
136. Running Recurring Reports
137. Template Terminology
Data Types
Field Transforms
138. Template Enhancements
Documentation URL
Field Hints
139. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
XIII. Using the Public Access Catalog
140. Introduction
141. Using the Public Access Catalog
Basic Search
Advanced Search
Boolean operators
Search Tips
Search Methodology
Search Results
Details
142. My Lists
Create New Lists
Local Call Number in My Lists
My Lists Preferences
143. 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
144. Kids OPAC
Introduction
Choose a Skin
Search the Catalog
Place a Hold
Save Items to a List
Third Party Content
Configuration Files
145. Catalog Browse
146. Bibliographic Search Enhancements
Use the Catalog to Retrieve Records with Specified Date Ranges:
Use a Feed to Retrieve Records with Specified Date Ranges:
147. Binary MARC21 Feeds
148. TPAC Metarecord Search and Metarecord Level Holds
149. Library Information Pages
150. Adding Evergreen Search to Web Browsers
Adding OpenSearch to Firefox browser
151. 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
152. Introduction
153. 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
154. Developing with pgTAP tests
Setting up pgTAP on your development server
Running pgTAP tests
155. 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
156. Updating translations using Launchpad
Prerequisites
Updating the translations
XV. Getting Data from Evergreen
157. Introduction
158. Using Supercat
Introduction
ISBNs
Records
159. Using UnAPI
URL format
160. Using Opensearch as a developer
Introduction
A. Attributions
B. Licensing
C. Admonitions
Index
List of Tables
23.1.
856 field for electronic resources: indicators and subfields
37.1.
Parameters for the phonelist program:
37.2.
Columns in the holds CSV file:
37.3.
Columns in the overdues CSV file:
49.1.
List of Receipts
59.1.
Stock item statuses and default settings
72.1.
Acquisitions
72.2.
Booking and Cataloging
72.3.
Circulation
72.4.
Credit Card Processing
72.5.
Finances
72.6.
GUI: Graphic User Interface
72.7.
Global
72.8.
Holds
72.9.
Library
72.10.
OPAC
72.11.
Offline and Program
72.12.
Receipt Templates and SMS Text Message
72.13.
Security
72.14.
Self Check and Others
72.15.
Vandelay
72.16.
Data Types in the Library Settings Editor
73.1.
New Address Alert Fields
74.1.
Barcode Completion Fields
94.1.
Record Bucket search keys
97.1.
Holdings Import Profile Fields
141.1.
Boolean symbolic operators
