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Evergreen 2.1 Documentation

Draft Version

Documentation Interest Group

Copyright © 2012 Members of the Evergreen Project

This document was updated 2012-12-10.

Table of Contents

I. Introduction

1. About Evergreen
2. Release Notes

II. Public Access Catalog

III. Core Staff Tasks

3. Using the Staff Client

Logging in to Evergreen
Navigation
Preset Tabs in Evergreen Client

4. Circulation

Circulating Items

Check Out (F1)
Check In (F2)
Renewal and Editing the Item’s Due Date
Marking Items Lost and Claimed Returned
In-house Use (F6)
Item Status (F5)

Placing Holds
Managing Holds
Pulling & Capturing Holds
Holds Notification Methods
Clearing Shelf-Expired Holds

5. The Acquisitions Module

Acquisitons Workflow
Brief Records
Cancel/suspend acquisitions
Claim items
Export Single Attribute List
Funds
Invoice acquisitions
Line Items
Link line items to the catalog
Load Bib Records and Items Into the Catalog
Load Catalog Record IDs
Load MARC Order Records
MARC Federated Search
Patron Requests
Purchase Orders
Receiving
Searching
Selection Lists
View/Place Orders

6. Cataloging

Working with the MARC Editor
Adding Holdings
Call Number Prefixes and Suffixes

7. Using the Booking Module

Creating a Booking Reservation
Cancelling a Reservation
Creating a Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations

8. The Serials Module

Serial Control View, Alternate Serial Control View, and MFHD Records: A Summary
Copy Templates for Serials
Alternate Serial Control View
Serial Control View
MFHD Record

Creating a Special Issue to Receive

IV. Administration

9. System Requirements and Hardware Configurations

Server Minimum Requirements
Server Hardware Configurations and Clustering
Staff Client Requirements

10. Installing the Evergreen Server

11. Upgrading Evergreen to 2.1

12. Server Operations and Maintenance

Starting, Stopping and Restarting
Backing Up
Security
Managing Log Files
Installing PostgreSQL from Source
Configuring PostgreSQL

13. Migrating Data

Migrating Bibliographic Records
Migrating Bibliographic Records Using the ESI Migration Tools
Adding Copies to Bibliographic Records
Migrating Patron Data
Restoring your Evergreen Database to an Empty State
Exporting Bibliographic Records into MARC files
Importing Authority Records

14. Administration Functions in the Acquisitions Module

Currency Types
Exchange Rates
Funding Sources
Fund Tags
Funds
Providers
EDI
Claiming
Invoice menus
Invoice payment method
Distribution Formulas
Line item features
Line Item MARC Attribute Definitions
Cancel/Suspend reasons
Acquisitions Permissions in the Admin module

15. Booking Module Administration

Make a Cataloged Item Bookable in Advance
Make a Cataloged Item Bookable On the Fly
Create a Bookable Status for Non-Bibliographic Items
Setting Booking Permissions

16. Starting and Stopping the Reporter Daemon

17. Folders

Creating Folders
Managing Folders

18. Creating Templates

Choosing Report Fields
Applying Filters

19. Generating Reports from Templates

20. Viewing Report Output

21. Cloning Shared Templates

22. Adding Data Sources to Reporter

Create a PostgreSQL query, view, or table that will provide the data 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

23. Running Recurring Reports

24. Template Terminology

25. Exporting Report Templates Using phpPgAdmin

VI. Third Party System Integration

VII. Development

VIII. Appendices

A. Permissions List

Permission Descriptions

26. Database Schema

Schema acq
Schema action
Schema action_trigger
Schema actor
Schema asset
Schema auditor
Schema authority
Schema biblio
Schema booking
Schema config
Schema container
Schema evergreen
Schema extend_reporter
Schema metabib
Schema money
Schema offline
Schema permission
Schema public
Schema query
Schema reporter
Schema search
Schema serial
Schema staging
Schema stats
Schema vandelay

B. About this Documentation

About the Documentation Interest Group (DIG)
Attributions
How to Participate

C. Getting More Information

List of Tables

4.1. Hold Levels
12.1. Suggested configuration values
B.1. Evergreen DIG Participants

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		Part I. Introduction