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.
61 include::RELEASE_NOTES_2_7.txt[]
71 This part will guide you through the installation steps installation or
72 upgrading your Evergreen system. It is intended for system administrators.
75 include::installation/system_requirements.txt[]
77 // Push titles down one level.
80 include::installation/server_installation.txt[]
82 // Return to normal title levels.
85 include::installation/staff_client_installation.txt[]
87 include::installation/server_upgrade.txt[]
89 include::installation/edi_setup.txt[]
92 System Configuration and Customization
93 ======================================
98 The Evergreen system allows a free range of customizations to every aspect of
99 the system. Use this part of the documentation to become familiar with the tools
100 for configuring the system as well as customizing the catalog and staff client.
102 // Push titles down one level.
105 include::admin_initial_setup/describing_your_organization.txt[]
107 include::admin_initial_setup/describing_your_people.txt[]
109 include::admin_initial_setup/migrating_patron_data.txt[]
111 include::admin_initial_setup/migrating_your_data.txt[]
113 include::admin_initial_setup/importing_via_staff_client.txt[]
115 include::admin_initial_setup/ordering_materials.txt[]
117 include::admin_initial_setup/designing_your_catalog.txt[]
119 include::admin_initial_setup/borrowing_items.txt[]
121 // Return to normal title levels.
124 include::admin/template_toolkit.txt[]
126 // Push titles down one level.
129 include::opac/new_skin_customizations.txt[]
131 // Return to normal title levels.
134 include::admin/auto_suggest_search.txt[]
136 include::admin/authentication_proxy.txt[]
138 // Push titles down one level.
141 include::TechRef/KidsOPAC.txt[]
143 // Return to normal title levels.
146 include::admin/customize_staff_client.txt[]
148 include::admin/patron_address_by_zip_code.txt[]
150 // Push titles down one level.
153 include::admin/phonelist.txt[]
155 // Return to normal title levels.
158 include::admin/sip_server.txt[]
160 Using the Staff Client
161 ======================
167 This part of the documentation deals with general Staff Client usage including
168 logging in, navigation and shortcuts.
171 include::admin/staff_client-login.txt[]
173 include::admin/staff_client-button_bar_toolbar.txt[]
175 include::admin/staff_client-sticky_settings.txt[]
177 include::admin/staff_client-tab_buttons.txt[]
179 include::admin/staff_client-double_clicking.txt[]
181 include::admin/staff_client-patron_border.txt[]
183 include::admin/staff_client-sorting_columns.txt[]
185 include::admin/staff_client-column_picker.txt[]
187 include::admin/staff_client-recent_searches.txt[]
189 include::admin/staff_client-return_to_results_from_marc.txt[]
191 include::admin/workstation_admin.txt[]
193 // Push titles down one level.
196 include::admin/workstation_admin_receipt_template_editor.txt[]
198 // Return to normal title levels.
201 include::admin/workstation_admin_customizable_toolbar.txt[]
203 System Administration From the Staff Client
204 ===========================================
209 This part deals with the options in the Server Administration menu found in the
212 // Follow structure from staff client system admin menu.
214 include::admin/acquisitions_admin.txt[]
216 include::admin/authorities.txt[]
218 include::admin/Best_Hold_Selection_Sort_Order.txt[]
220 include::admin/booking-admin.txt[]
222 include::admin/cn_prefixes_and_suffixes.txt[]
224 include::admin/circulation_limit_groups.txt[]
226 include::admin/copy_statuses.txt[]
228 // Push titles down one level.
231 include::admin/floating_groups.txt[]
233 // Return to normal title levels.
236 include::admin/MARC_Import_Remove_Fields.txt[]
238 include::admin/MARC_RAD_MVF_CRA.txt[]
240 include::admin/Org_Unit_Proximity_Adjustments.txt[]
242 include::admin/permissions.txt[]
244 include::admin/SMS_messaging.txt[]
246 include::admin/user_activity_type.txt[]
248 include::admin/restrict_Z39.50_sources_by_perm_group.txt[]
257 This part covers the options in the Local Administration menu found in the staff
260 // Follow structure from staff client local admin menu.
262 include::admin/lsa-address_alert.txt[]
264 // Push titles down one level.
267 include::admin/hold_driven_recalls.txt[]
269 // Return to normal title levels.
272 include::admin/actiontriggers.txt[]
274 include::admin/recent_staff_searches.txt[]
276 include::admin/lsa-library_settings_editor.txt[]
278 include::admin/lsa-standing_penalties.txt[]
280 include::admin/lsa-statcat.txt[]
282 include::admin/lsa-work_log.txt[]
287 include::acquisitions/introduction.txt[]
289 include::acquisitions/selection_lists_po.txt[]
291 include::acquisitions/invoices.txt[]
293 include::acquisitions/receive_items_from_invoice.txt[]
295 include::acquisitions/vandelay_acquisitions_integration.txt[]
304 Cataloguers should use this part for understanding the cataloguing procedures
307 include::cataloging/MARC_Fixed_Field.txt[]
309 include::cataloging/physical_char_wizard.txt[]
311 include::cataloging/batch_importing_MARC.txt[]
313 include::cataloging/overlay_record_3950_import.txt[]
315 include::cataloging/z39.50_search_enhancements.txt[]
317 include::cataloging/monograph_parts.txt[]
319 include::cataloging/conjoined_items.txt[]
321 include::cataloging/cataloging_electronic_resources.txt[]
323 include::cataloging/tpac_copy_edit_links.txt[]
325 include::cataloging/MARC_batch_edit.txt[]
327 include::cataloging/link_checker.txt[]
333 include::serials/A-intro.txt[]
335 include::serials/B-copy_template.txt[]
337 include::serials/C-subscription-SCV.txt[]
339 include::serials/D-subscription-ASCV.txt[]
341 include::serials/E-edit_subscriptions.txt[]
343 include::serials/F-Receiving.txt[]
345 include::serials/G-Special_issue.txt[]
347 include::serials/H-holdings_statements.txt[]
349 include::serials/Group_Serials_Issues_in_the_OPAC_2.2.txt[]
357 Use this section for understanding the circulation procedures in the Evergreen
360 include::circulation/circulating_items.txt[]
362 include::circulation/holds.txt[]
364 include::circulation/booking.txt[]
366 include::circulation/circulation_patron_records.txt[]
368 include::circulation/triggered_events.txt[]
370 // Push titles down one level.
373 include::circulation/offline_mode.txt[]
375 include::circulation/self_check.txt[]
377 include::circulation/rfid_product_integration.txt[]
379 // Return to normal title levels.
388 Learn how to create and use reports in Evergreen.
390 include::reports/reporter_daemon.txt[]
392 include::reports/reporter_folder.txt[]
394 include::reports/reporter_create_templates.txt[]
396 include::reports/reporter_generating_reports.txt[]
398 include::reports/reporter_view_output.txt[]
400 include::reports/reporter_cloning_shared_templates.txt[]
402 include::reports/reporter_add_data_source.txt[]
404 include::reports/reporter_running_recurring_reports.txt[]
406 include::reports/reporter_template_terminology.txt[]
408 include::reports/reporter_template_enhancements.txt[]
410 include::reports/reporter_export_usingpgAdmin.txt[]
418 The Evergreen Web Staff Client is in the early stages of development and is
419 being provided as a "preview" version beginning in Evergreen version 2.7. If
420 you are an early adopter, thank you! Please keep in mind:
422 . *We want your feedback!* Please report any errors, bugs, strange behavior,
423 etc. using https://bugs.launchpad.net/evergreen/[Launchpad]. And please send
424 requested features or design improvements to the
425 mailto:open-ils-dev@list.georgialibraries.org[Evergreen Developers email list].
427 . *It is changing rapidly.* Features are being added in "sprints" grouped by
429 http://evergreen-ils.org/dokuwiki/doku.php?id=dev:browser_staff:dev_sprints[development
430 wiki page] and watch the
431 http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general[general
432 email list] for updates. (However, these changes will only appear on your client
433 when your version of Evergreen is upgraded. Ask your server administrator for
436 . *The design may change significantly.* Initially, it will follow the design
437 of the current XUL-based staff client. But the browser framework provides more
438 flexibility for design choices. Also, Evergreen has accepted an
439 http://wiki.evergreen-ils.org/doku.php?id=opw:ui_suggest:julialima[intern] to
440 focus on a User Interface Style Guide from December 2014 through March 2015.
441 Watch http://evergreen-ils.org/communicate/irc/[IRC] and the
442 http://libmail.georgialibraries.org/mailman/listinfo/open-ils-general[general
443 email list] to follow the progress.
445 The following rationale was published in the Release Notes for Evergreen 2.7:
447 The 2.7 release will contain a preview of web client circulation features.
448 Circulation is the first step in moving all staff functions from the existing
449 XULRunner-based client to a web application that will be based on AngularJS.
451 Evergreen is moving away from the existing client because XULRunner no longer
452 supports features critical to the Evergreen software, including remote XUL,
453 multi-part streaming, and XML JavaScript. The new web client is expected to show
454 some speed improvements, to provide comprehensive support for
455 internationalization/localization, to provide good support for assistive
456 technologies, to be easier to customize locally, and to be more mobile friendly.
458 The intent of the preview is to make it easier for end users at Evergreen sites
459 to try the new client, become familiar with its features, and to discover/report
460 bugs that are found. Instructions to implement the web client can be found in
461 the code in Open-ILS/web/js/ui/default/staff/README.install. These will be
462 revised and moved to the full README for 2.7.1.
471 This part of the documentation deals with general client usage including
472 logging in, navigation and shortcuts.
474 // Push titles down one level.
477 include::admin/web_client-login.txt[]
479 include::admin/web_client-browser-tab-shortcuts.txt[]
481 // Return to normal title levels.
486 Use this section for understanding the circulation procedures in the Evergreen system.
488 include::circulation/circulation_patron_records_web_client.txt[]
491 Using the Public Access Catalog
492 ===============================
497 Evergreen has a public OPAC that meets WCAG guidelines (http://www.w3.org/WAI/intro/wcag), which helps make the OPAC accessible to users with a range of disabilities. This part of the documentation explains how to use the Evergreen public OPAC. It covers the basic catalog and more advanced search topics. It also describes the ``My Account'' tools users have to find information and manage their personal library accounts through the OPAC. This section could be used by staff and patrons but would be more useful for staff as a generic reference when developing custom guides and tutorials for their users.
499 include::opac/using_the_public_access_catalog.txt[]
501 include::opac/my_lists.txt[]
503 include::opac/kids_opac.txt[]
505 include::opac/catalog_browse.txt[]
507 include::opac/advanced_features.txt[]
509 include::opac/tpac_meta_record_holds.txt[]
511 include::opac/linked_libraries.txt[]
513 include::opac/opensearch.txt[]
515 // Push titles down one level.
518 include::opac/search_form.txt[]
520 // Return to normal title levels.
530 Developers can use this part to learn more about the programming languages,
531 communication protocols and standards used in Evergreen.
533 include::development/support_scripts.txt[]
535 // Push titles down one level.
538 include::development/pgtap.txt[]
539 include::development/intro_opensrf.txt[]
540 include::development/updating_translations_launchpad.txt[]
542 // Return to normal title levels.
545 include::attributions.txt[]
547 include::licensing.txt[]
555 image::media/note.png[]
559 image::media/warning.png[]
563 image::media/caution.png[]
567 image::media/tip.png[]