Evergreen System Administration at your Library

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Logging into Evergreen
3. Registering a Workstation
4. Basic Login,
5. Logging Out
III. Library Settings Editor
6. Introduction
7. Editing Library Settings
8. Exporting/Importing Library Settings
9. Settings Overview
Data Types
IV. Organizational Unit administration
10. Describing your organization
Organization Unit Types
Organizational Units
Standing Penalties
V. Ordering materials
11. Introduction
12. When should libraries use acquisitions?
13. Managing Funds
Funding Sources (Required)
Funds (Required)
Fund Tags (Optional)
14. Ordering
Providers (Required)
Distribution Formulas (Optional)
Helpful acquisitions Library Settings
Preparing for order record loading
Preparing to send electronic orders from Evergreen
15. 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
VI. Cataloging administration
16. Authorities
Authority Control Sets
Authority Fields
Browse Axes
17. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
18. Statistical Categories Editor
19. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
20. MARC Record Attributes
Multi Valued Fields and Composite Record Attributes
21. Z39.50 Servers
Restrict Z39.50 Sources by Permission Group
Storing Z39.50 Server Credentials
22. Administering copy locations
Creating new copy locations
Deleting copy locations
Modifying copy location order
Copy location groups
23. Importing materials in the staff client
Staff client batch record imports
VII. Circulation administration
24. Circulation policies
Borrowing items: who, what, for how long
Hold-driven recalls
25. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
26. Circulating uncataloged materials
Pre-cataloged item settings
Non-cataloged item settings
27. Holds, transits, and resource sharing
Age hold protection
Best-Hold Selection Sort Order
Org Unit Proximity Adjustments
Floating Groups
28. Working with money
Accepting credit card payments
Cash Reports
29. User buckets
Editing users
Deleting users
Editing Statistical Category Entries
30. Circulation timesavers and workflows
Barcode Completion
Address Alert
31. Library closures
Setting regular library hours
Set closed dates using the Closed Dates Editor
Hard due dates
Booking Module Administration
32. Receipt Template Editor
Exporting and importing Customized Receipts
Receipt Customizations
Receipt Templates
Receipt Template Editor Macros
33. Self checkout
Initializing the self check
Using the self check
VIII. Search Settings
34. Adjusting Relevance Ranking and Indexing
Metabib Class FTS Config Maps
Metabib Field FTS Config Maps
35. Statistical Popularity Badges
Popularity Rating and Calculation
Creating Popularity Badges
New Global Flags
Sorting by Popularity in the OPAC
Popularity Badge Example
IX. Patron User Experience Administration
36. Introduction
37. SMS Text Messaging
Administrative Setup
Receiving Holds Notices via Text Message
Sending Copy Details via Text Message
38. Library Information Pages
X. Reports
39. Introduction
40. Folders
Creating Folders
Managing Folders
41. Creating Templates
Choosing Report Fields
Applying Filters
42. Generating Reports from Templates
Viewing and Editing Report Parameters
43. Viewing Report Output
44. Cloning Shared Templates
45. Running Recurring Reports
46. Template Terminology
Data Types
Field Transforms
47. Template Enhancements
Documentation URL
Field Hints
48. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
XI. Staff administration
49. Introduction
50. 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
51. User and Group Permissions
Staff Accounts
52. Work Log
Expanding the Work Log
53. Recent Staff Searches
A. Attributions
B. Admonitions
C. Licensing

List of Tables

9.1. Acquisitions
9.2. Booking and Cataloging
9.3. Circulation
9.4. Credit Card Processing
9.5. Finances
9.6. GUI: Graphic User Interface
9.7. Global
9.8. Holds
9.9. Library
9.10. OPAC
9.11. Offline and Program
9.12. Receipt Templates and SMS Text Message
9.13. Security
9.14. Self Check and Others
9.15. Vandelay
9.16. Data Types in the Library Settings Editor
25.1. Stock copy statuses and default settings
30.1. Barcode Completion Fields
30.2. New Address Alert Fields
32.1. General Transits
32.2. Transit Slip