Evergreen System Administration at your Library

Documentation Interest Group


Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Using the Staff Client as a System Administrator
3. Introduction
4. Installing the Staff Client
Installing on Windows
Installing on Linux
Registering a Workstation
Removing Staff Client Preferences
5. Logging in to Evergreen
Standalone Interface
Preset Tabs in Evergreen Client
Auto Login
Logging Out
6. Button Bar/Toolbar
7. Check-boxes
8. Tab Buttons
9. New Options for Double Clicking
Double Click to Retrieve a Patron’s Record
Double Click to Retrieve Item Attributes
10. Workstation Administration
Copy Editor: Copy Location Name First
Font and Sound Settings
Select Hotkeys
Configure Printers
Customizable Toolbar
11. Customizable Toolbar
Configure Toolbar
12. Library Settings Editor
Editing Library Settings
Exporting/Importing Library Settings
Settings Overview
III. Organizational Unit administration
13. Describing your organization
Organization Unit Types
Organizational Units
IV. Acquisitions Administration
14. Acquisitions Settings
15. Cancel/Delay reasons
Create a cancel/delay reason
Delete a custom cancel/delay reason
16. Claiming
Create a claim policy
Create a claim type
Create a claim event type
Create a claim policy action
17. Currency Types
Create a currency type
Edit a currency type
18. Distribution Formulas
Create a distribution formula
Edit a distribution formula
19. Electronic Data Interchange
Entering SANs (Standard Address Numbers)
Create an EDI Account
EDI Messages
20. Exchange Rates
Create an exchange rate
Edit an exchange rate
21. MARC Federated Search
22. Fund Tags
23. Funding Sources
Create a funding source
Allocate credits to funding sources
Allocate credits to funds
Track debits and credits
24. Funds
Create a fund
Allocate credits from funding sources to funds
Transfer credits between funds
Track balances and expenditures
Fund reporting
Edit a fund
Perform fiscal year close-out operation
25. Invoice menus
Invoice item type
Invoice payment method
26. Line Item Features
Create a line item alert
Line item MARC attribute definitions
27. Providers
Create a provider
Add contact and holdings information to providers
Edit a provider
V. Cataloging administration
28. Authorities
Authority Control Sets
Thesauri
Authority Fields
Browse Axes
VI. Circulation administration
29. Circulation policies
Borrowing items: who, what, for how long
30. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
Circulating uncataloged materials
31. Hold policies
Transits and resource sharing
32. Working with money
Accepting credit card payments
Cash reports
Negative balances
33. Circulation timesavers and workflows
Barcode Completion
Address Alert
Patron Address City/State/County Pre-Populate by ZIP Code
34. Library closures
Library hours
Closed dates
Hard due dates
Age to lost
Booking Module Administration
35. Offline circulation
36. Receipt Template Editor
Exporting and importing Customized Receipts
Receipt Customizations
Receipt Templates
Receipt Template Editor Macros
37. Self-check administration
VII. Patron User Experience Administration
38. Introduction
VIII. Reports
39. Introduction
40. Starting and Stopping the Reporter Daemon
Starting the Reporter Daemon
Stopping the Reporter Daemon
41. Folders
Creating Folders
Managing Folders
42. Creating Templates
Choosing Report Fields
Applying Filters
43. Generating Reports from Templates
Viewing and Editing Report Parameters
44. Viewing Report Output
45. Cloning Shared Templates
46. Running Recurring Reports
47. Template Terminology
Data Types
Field Transforms
48. Template Enhancements
Documentation URL
Field Hints
49. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
IX. Staff administration
50. Introduction
51. 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
52. Work Log
Expanding the Work Log
X. Integrating third-party tools
53. Introduction
A. Attributions
B. Admonitions
Index

List of Tables

12.1. Acquisitions
12.2. Booking and Cataloging
12.3. Circulation
12.4. Credit Card Processing
12.5. Finances
12.6. GUI: Graphic User Interface
12.7. Global
12.8. Holds
12.9. Library
12.10. OPAC
12.11. Offline and Program
12.12. Receipt Templates and SMS Text Message
12.13. Security
12.14. Self Check and Others
12.15. Vandelay
12.16. Data Types in the Library Settings Editor
30.1. Stock copy statuses and default settings
33.1. Barcode Completion Fields
33.2. New Address Alert Fields
36.1. General Transits
36.2. Transit Slip