1 Evergreen Documentation
2 =======================
3 Documentation Interest Group
11 About This Documentation
12 ------------------------
14 This guide was produced by the Evergreen Documentation Interest Group (DIG),
15 consisting of numerous volunteers from many different organizations. The DIG
16 has drawn together, edited, and supplemented pre-existing documentation
17 contributed by libraries and consortia running Evergreen that were kind enough
18 to release their documentation into the creative commons. Please see the
19 <<attributions,Attributions>> section for a full list of authors and
20 contributing organizations. Just like the software it describes, this guide is
21 a work in progress, continually revised to meet the needs of its users, so if
22 you find errors or omissions, please let us know, by contacting the DIG
23 facilitators at docs@evergreen-ils.org.
25 This guide to Evergreen is intended to meet the needs of front-line library
26 staff, catalogers, library administrators, system administrators, and software
27 developers. It is organized into Parts, Chapters, and Sections addressing key
28 aspects of the software, beginning with the topics of broadest interest to the
29 largest groups of users and progressing to some of the more specialized and
30 technical topics of interest to smaller numbers of users.
32 Copies of this guide can be accessed in PDF and HTML formats from http://docs.evergreen-ils.org/.
37 Evergreen is an open source library automation software designed to meet the
38 needs of the very smallest to the very largest libraries and consortia. Through
39 its staff interface, it facilitates the management, cataloging, and circulation
40 of library materials, and through its online public access interface it helps
41 patrons find those materials.
43 The Evergreen software is freely licensed under the GNU General Public License,
44 meaning that it is free to download, use, view, modify, and share. It has an
45 active development and user community, as well as several companies offering
46 migration, support, hosting, and development services.
48 The community’s development requirements state that Evergreen must be:
50 * Stable, even under extreme load.
51 * Robust, and capable of handling a high volume of transactions and simultaneous users.
52 * Flexible, to accommodate the varied needs of libraries.
53 * Secure, to protect our patrons’ privacy and data.
54 * User-friendly, to facilitate patron and staff use of the system.
56 Evergreen, which first launched in 2006 now powers over 544 libraries of every
57 type – public, academic, special, school, and even tribal and home libraries –
58 in over a dozen countries worldwide.
60 // Push titles down one level.
63 include::RELEASE_NOTES_2_3.txt[]
65 // Return to normal title levels.
75 This part will guide you through the installation steps installation or
76 upgrading your Evergreen system. It is intended for system administrators.
79 include::installation/system_requirements.txt[]
81 // Push titles down one level.
84 include::installation/server_installation.txt[]
86 // Return to normal title levels.
89 include::installation/staff_client_installation.txt[]
91 include::installation/server_upgrade.txt[]
93 include::installation/edi_setup.txt[]
96 System Configuration and Customization
97 ======================================
102 The Evergreen system allows a free range of customizations to every aspect of
103 the system. Use this part of the documentation to become familiar with the tools
104 for configuring the system as well as customizing the catalog and staff client.
106 // Push titles down one level.
109 include::admin_initial_setup/describing_your_organization.txt[]
111 include::admin_initial_setup/describing_your_people.txt[]
113 include::admin_initial_setup/migrating_your_data.txt[]
115 include::admin_initial_setup/importing_via_staff_client.txt[]
117 include::admin_initial_setup/ordering_materials.txt[]
119 include::admin_initial_setup/designing_your_catalog.txt[]
121 include::admin_initial_setup/borrowing_items.txt[]
123 // Return to normal title levels.
126 include::admin/template_toolkit.txt[]
128 // Push titles down one level.
131 include::opac/new_skin_customizations.txt[]
133 // Return to normal title levels.
136 include::admin/auto_suggest_search.txt[]
138 include::admin/customize_staff_client.txt[]
141 Using the Staff Client
142 ======================
148 This part of the documentation deals with general Staff Client usage including
149 logging in, navigation and shortcuts.
152 include::admin/staff_client-login.txt[]
154 include::admin/staff_client-tab_buttons.txt[]
156 include::admin/staff_client-double_clicking.txt[]
158 include::admin/staff_client-patron_border.txt[]
160 include::admin/staff_client-sorting_columns.txt[]
162 include::admin/staff_client-recent_searches.txt[]
164 include::admin/staff_client-return_to_results_from_marc.txt[]
166 include::admin/workstation_admin.txt[]
168 System Administration From the Staff Client
169 ===========================================
174 This part deals with the options in the Server Administration menu found in the
177 // Follow structure from staff client system admin menu.
179 include::admin/acquisitions_admin.txt[]
181 include::admin/authorities.txt[]
183 include::admin/cn_prefixes_and_suffixes.txt[]
185 include::admin/circulation_limit_groups.txt[]
187 include::admin/restrict_Z39.50_sources_by_perm_group.txt[]
189 include::admin/booking-admin.txt[]
191 include::admin/permissions.txt[]
193 include::admin/SMS_messaging.txt[]
195 include::admin/user_activity_type.txt[]
204 This part covers the options in the Local Administration menu found in the staff
207 // Follow structure from staff client local admin menu.
209 // Push titles down one level.
212 include::admin/hold_driven_recalls.txt[]
214 // Return to normal title levels.
217 include::admin/recent_staff_searches.txt[]
219 include::admin/lsa-library_settings_editor.txt[]
221 include::admin/lsa-standing_penalties.txt[]
223 include::admin/lsa-statcat.txt[]
225 include::admin/lsa-work_log.txt[]
230 include::acquisitions/introduction.txt[]
232 include::acquisitions/selection_lists_po.txt[]
234 include::acquisitions/invoices.txt[]
236 include::acquisitions/receive_items_from_invoice.txt[]
238 include::acquisitions/vandelay_acquisitions_integration.txt[]
247 Cataloguers should use this part for understanding the cataloguing procedures
250 include::cataloging/batch_importing_MARC.txt[]
252 include::cataloging/overlay_record_3950_import.txt[]
254 include::cataloging/monograph_parts.txt[]
256 include::cataloging/conjoined_items.txt[]
262 include::serials/A-intro.txt[]
264 include::serials/B-copy_template.txt[]
266 include::serials/C-subscription-SCV.txt[]
268 include::serials/D-subscription-ASCV.txt[]
270 include::serials/E-edit_subscriptions.txt[]
272 include::serials/F-Receiving.txt[]
274 include::serials/G-Special_issue.txt[]
276 include::serials/H-holdings_statements.txt[]
278 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.txt[]
286 Use this section for understanding the circulation procedures in the Evergreen
289 include::circulation/circulating_items.txt[]
291 include::circulation/holds_management.txt[]
293 include::circulation/booking.txt[]
295 include::circulation/circulation_patron_records.txt[]
297 include::circulation/triggered_events.txt[]
299 // Push titles down one level.
302 include::circulation/offline_mode.txt[]
304 // Return to normal title levels.
313 Learn how to create and use reports in Evergreen.
315 include::reports/reporter_daemon.txt[]
317 include::reports/reporter_folder.txt[]
319 include::reports/reporter_create_templates.txt[]
321 include::reports/reporter_generating_reports.txt[]
323 include::reports/reporter_view_output.txt[]
325 include::reports/reporter_cloning_shared_templates.txt[]
327 include::reports/reporter_add_data_source.txt[]
329 include::reports/reporter_running_recurring_reports.txt[]
331 include::reports/reporter_template_terminology.txt[]
333 include::reports/reporter_export_usingpgAdmin.txt[]
335 Using the Public Access Catalog
336 ===============================
341 Use this part for information about searching the Evergreen public access catalog.
343 include::opac/my_lists.txt[]
345 include::opac/kids_opac.txt[]
347 // Push titles down one level.
350 include::opac/search_form.txt[]
352 // Return to normal title levels.
362 Developers can use this part to learn more about the programming languages,
363 communication protocols and standards used in Evergreen.
365 // Push titles down one level.
368 include::development/intro_opensrf.txt[]
369 include::development/updating_translations_launchpad.txt[]
371 // Return to normal title levels.
374 include::attributions.txt[]
376 include::licensing.txt[]
384 image::media/note.png[]
388 image::media/warning.png[]
392 image::media/caution.png[]
396 image::media/tip.png[]