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. Best Practices for Using the Browser
6. Pop-up Blockers
7. Setting Browser Defaults for Web Client
Setting the Web Client as the Home Page in Chrome
Setting the Web Client as the Home Page in Firefox
Turning off print headers and footers in Firefox
Turning off print headers and footers in Chrome
8. Tab Buttons and Keyboard Shortcuts
Setting New Tab Behavior
IV. Configuring Evergreen for your workstation
9. Setting search defaults
10. Turning off sounds
V. Library Settings Editor
11. Introduction
12. Editing Library Settings
13. Exporting/Importing Library Settings
14. Settings Overview
Data Types
VI. Organizational Unit administration
15. Describing your organization
Organization Unit Types
Organizational Units
Standing Penalties
VII. Ordering materials
16. Introduction
17. When should libraries use acquisitions?
18. Managing Funds
Funding Sources (Required)
Funds (Required)
Fund Tags (Optional)
19. Ordering
Providers (Required)
Distribution Formulas (Optional)
Helpful acquisitions Library Settings
Preparing for order record loading
Preparing to send electronic orders from Evergreen
20. 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
VIII. Cataloging administration
21. Authorities
Authority Control Sets
Authority Fields
Browse Axes
22. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
23. Statistical Categories Editor
24. MARC Import Remove Fields
Create a MARC Import Remove Fields profile
Import Options
Permissions to use this Feature
25. Copy Tags (Digital Bookplates)
Creating Copy Tags
Managing Copy Tags
26. MARC Record Attributes
Managing Fixed Field Drop-down Context Menus
Multi Valued Fields and Composite Record Attributes
27. Z39.50 Servers
Restrict Z39.50 Sources by Permission Group
Storing Z39.50 Server Credentials
28. Administering copy locations
Creating new copy locations
Deleting copy locations
Modifying copy location order
Copy location groups
29. Importing materials in the staff client
Staff client batch record imports
IX. Circulation administration
30. Circulation policies
Borrowing items: who, what, for how long
Hold-driven recalls
31. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
32. Circulating uncataloged materials
Pre-cataloged item settings
Non-cataloged item settings
33. Patron self-registration administration
Library Settings
34. Holds, transits, and resource sharing
Age hold protection
Best-Hold Selection Sort Order
Org Unit Proximity Adjustments
Floating Groups
35. Working with money
Accepting credit card payments
Cash Reports
Setting limits on allowed payment amounts
36. User buckets
Editing users
Deleting users
Editing Statistical Category Entries
37. Circulation timesavers and workflows
Barcode Completion
Address Alert
38. Library closures
Setting regular library hours
Set closed dates using the Closed Dates Editor
Hard due dates
39. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
40. Print (Receipt) Templates
Receipt Templates
Editing Receipts
Exporting and importing Customized Receipts
41. Self checkout
Initializing the self check
Using the self check
X. Search Settings
42. Adjusting Relevance Ranking and Indexing
Metabib Class FTS Config Maps
Metabib Field FTS Config Maps
43. Statistical Popularity Badges
Popularity Rating and Calculation
Creating Popularity Badges
New Global Flags
Sorting by Popularity in the OPAC
Popularity Badge Example
44. Multilingual Search in Evergreen
Search Syntax
Advanced Search
Adding Subfields to the Index
45. Infrastructure Changes to Authority Browse
Backend functionality
Staff User Interface
46. Virtual Index Definitions
Keyword Virtual Index Definition
Configuring Virtual Index Definitions
Search Term Highlighting in Search Results
XI. Patron User Experience Administration
47. Introduction
48. SMS Text Messaging
Administrative Setup
Receiving Holds Notices via Text Message
Sending Copy Details via Text Message
49. Library Information Pages
XII. Reports
50. Introduction
51. Folders
Creating Folders
Managing Folders
52. Creating Templates
Choosing Report Fields
Applying Filters
53. Generating Reports from Templates
Viewing and Editing Report Parameters
54. Viewing Report Output
55. Cloning Shared Templates
56. Running Recurring Reports
57. Template Terminology
Data Types
Field Transforms
58. Template Enhancements
Documentation URL
Field Hints
59. Exporting Report Templates Using phpPgAdmin
Dump the Entire Reports Template Table
Dump Data with an SQL Statement
XIII. Staff administration
60. Introduction
61. 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
62. User and Group Permissions
Staff Accounts
63. Work Log
Expanding the Work Log
64. Recent Staff Searches
Administrative Settings
Recent Staff Searches
XIV. Other administration
65. Introduction
66. Notifications / Action Triggers
Event Definitions
Creating Action Triggers
A. Attributions
B. Admonitions
C. Licensing

List of Tables

14.1. Acquisitions
14.2. Booking and Cataloging
14.3. Circulation
14.4. Credit Card Processing
14.5. Finances
14.6. GUI: Graphic User Interface
14.7. Global
14.8. Holds
14.9. Library
14.10. OPAC
14.11. Offline and Program
14.12. Receipt Templates and SMS Text Message
14.13. Security
14.14. Self Check and Others
14.15. Vandelay
14.16. Data Types in the Library Settings Editor
31.1. Stock copy statuses and default settings
37.1. Barcode Completion Fields
37.2. New Address Alert Fields
40.1. List of Receipts