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Part IV. System Configuration and Customization
Table of Contents
8. Introduction
9. Describing your organization
Organization Unit Types
Create and edit Organization Unit Types
Organizational Units
Remove or edit default Organizational Units
Create and edit Organizational Units
Organizational Unit data
After Changing Organization Unit Data
10. Describing your people
Setting the staff user’s working location
Comparing approaches for managing permissions
Managing permissions in the staff client
Where to find existing permissions and what they mean
Where to find existing Permission Groups
Adding or removing permissions from a Permission Group
Managing role-based permission groups in the staff client
Secondary Group Permissions
Managing role-based permission groups in the database
11. Migrating Patron Data
Introduction
Creating an sql Script for Importing Patrons
Batch Updating Patron Data
12. Migrating from a legacy system
Introduction
Making electronic resources visible in the catalog
Migrating your bibliographic records
Migrating your call numbers, items, and parts
13. Importing materials in the staff client
Staff client batch record imports
When to use the MARC Batch Importer
Record Match Sets
Create Match Sets
Quality Metrics
Import Item Attributes
Overlay/Merge Profiles
Importing the records
14. Ordering materials
Introduction
When should libraries use acquisitions?
Managing Funds
Funding Sources (Required)
Funds (Required)
Fund Tags (Optional)
Ordering
Providers (Required)
Distribution Formulas (Optional)
Helpful acquisitions Library Settings
Preparing for order record loading
Preparing to send electronic orders from Evergreen
15. Designing your catalog
Introduction
Configuring and customizing the public interface
Locating the default template files
Mapping templates to URLs
How to override template files
Configuring the custom templates directory in Apache’s eg.conf
Adjusting colors for your public interface
Adjusting fonts in your public interface
Media file locations in the public interface
Changing some text in the public interface
Adding translations to PO file
Adding and removing MARC fields from the record details display page
Setting the default physical location for your library environment
Setting a default language and adding optional languages
Updating translations in Evergreen using current translations from Launchpad
Change Date Format in Patron Account View
Including External Content in Your Public Interface
OpenLibrary
ChiliFresh
Content Café
Obalkyknih.cz
Google Analytics
NoveList
RefWorks
SFX OpenURL Resolver
Syndetic Solutions
Clear External/Added Content Cache
Configure a Custom Image for Missing Images
Including Locally Hosted Content in Your Public Interface
File Location and Format
Example
Adding Carousels to Your Public Catalog
CAROUSEL TYPES
CAROUSEL DEFINITIONS
CAROUSEL LIBRARY MAPPING
CAROUSELS - OTHER ADMINISTRATIVE FEATURES
Styling the searchbar on the homepage
16. 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
17. Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Copy data
Shelving location data
User data
Circulation Rules
Circulation Limit Sets
Creating Circulation Policies
Best practices for creating policies
Settings Relevant to Circulation
18. Autorenewals in Evergreen
Introduction
Configure Autorenewals
Autorenewal Notices and Action Triggers
Autorenewals in Patron Accounts
19. Hard due dates
Creating a hard due date
20. 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
Defining multiple layers of overrides
Changing some text in the TPAC
Troubleshooting
21. Creating a New Skin: the Bare Minimum
Introduction
Apache directives
Customizing templates
22. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
23. Authentication Proxy
Using arbitrary LDAP usernames
24. Kid’s OPAC Configuration
Configuration
Apache
XML Configuration File
Skin Configuration
Considerations for Community Adoption
Outstanding Development (Unsponsored)
25. Patron Address City/State/County Pre-Populate by ZIP Code
Scoping and Permissions
Setup Steps
Step 1 - Setup Data File
Step 2 - Enable Feature
Step 3 - Test
ZIP Code Data
Manual Entry
Geonames.org Data
Commercial Data
Existing Patron Database
Development
26. Phonelist.pm Module
Introduction
Adding Parameters
Output
Holds
Overdues
Skipping patrons with email notification of holds
Using the ws_ou parameter
Automating the download
27. SIP Server
About the SIP Protocol
Installing the SIP Server
Getting the code
Configuring the Server
Adding SIP Users
Running the server
Logging-SIP
Testing Your SIP Connection
More Testing
SIP Communication
01 Block Patron
09/10 Checkin
11/12 Checkout
15/16 Hold
17/18 Item Information
19/20 Item Status Update
23/24 Patron Status
25/26 Patron Enable
29/30 Renew
35/36 End Session
37/38 Fee Paid
63/64 Patron Information
65/66 Renew All
93/94 Login
97/96 Resend
99/98 SC and ACS Status
Fields
Patron privacy and the SIP protocol
SIP server configuration
SSH tunnels on SIP clients
28. Apache Rewrite Tricks
Short URLs
Domain Based Content with RewriteMaps
29. Apache Access Handler Perl Module
Use Cases
Proxying Websites
30. ebook_api service
31. hold-targeter service
32. Backing up your Evergreen System
Database backups
Creating logical database backups
Restoring from logical database backups
Creating physical database backups with support for point-in-time recovery
Creating a replicated database
