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Part IV. System Configuration and Customization
Table of Contents
13. Introduction
14. 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
Set closed dates using the Closed Dates Editor
15. 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
16. Migrating Patron Data
Creating an sql Script for Importing Patrons
Batch Updating Patron Data
17. Migrating from a legacy system
Making electronic resources visible in the catalog
Migrating your bibliographic records
Migrating your call numbers, copies, and parts
18. 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
19. Ordering materials
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
20. Designing your catalog
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 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
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
Including External Content in Your Public Interface
OpenLibrary
ChiliFresh
Content Café
Google Analytics
NoveList
RefWorks
SFX OpenURL Resolver
Syndetic Solutions
Including Locally Hosted Content in Your Public Interface
File Location and Format
Example
Sitemap generator
Running the sitemap generator
Scheduling
Troubleshooting TPAC errors
21. Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Copy data
Copy Locations
User Permission Group
Circulation Rules
Circulation Limit Sets
Creating Circulation Policies
Best practices for creating policies
Settings Relevant to Circulation
22. Hard due dates
Creating a hard due date
23. 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
24. Creating a New Skin: the Bare Minimum
Apache directives
Customizing templates
25. Auto Suggest in Catalog Search
Enabling this Feature
Using this Feature
26. Authentication Proxy
27. Kid’s OPAC Configuration
Configuration
Apache
XML Configuration File
Skin Configuration
Considerations for Community Adoption
Outstanding Development (Unsponsored)
28. Customizable Toolbar
Configure Toolbar
29. 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
30. Phonelist.pm Module
Adding Parameters
Output
Holds
Overdues
Skipping patrons with email notification of holds
Using the ws_ou parameter
Automating the download
31. SIP Server
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
