--- /dev/null
+= Receive Items From an Invoice 2.2\r
+\r
+This feature will be available in Evergreen version 2.2.\r
+\r
+*Abstract*\r
+\r
+This feature enables users to receive items from an invoice. Staff can receive individual copies, or they can receive items in batch.\r
+\r
+\r
+*Table of Contents*\r
+\r
+* Receive Items in Batch\r
+* Receive Specific Copies\r
+\r
+\r
+*Recieve Items in Batch (List Mode)*\r
+\r
+In this example, we have created a purchase order, added line items and copies, and activated the purchase order. We will create an invoice from the purchase order, receive items, and invoice them. We will receive the items in batch from the invoice.\r
+\r
+1) Retrieve a purchase order.\r
+\r
+2) Click *Create Invoice*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Receive_Items_From_an_Invoice1.jpg[Receive_Items_From_an_Invoice1]\r
+\r
+3) The blank invoice appears. In the top half of the invoice, enter descriptive information about the invoice. In the bottom half of the invoice, enter the number of items for which you were invoiced, the amount that you were billed, and the amount that you paid.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Receive_Items_From_an_Invoice2.jpg[Receive_Items_From_an_Invoice2]\r
+\r
+\r
+4) Click *Save*. You must choose a save option before you can receive items.\r
+\r
+\r
+5) The screen refreshes. In the top right corner of the screen, click *Receive Items*.\r
+\r
+\r
+6) The *Acquisitions Invoice Receiving* screen opens. By default, this screen enables users to receive items in batch, or *Numeric Mode*. You can select the number of copies that you want to receive; you are not receiving specific copies in this mode. \r
+\r
+\r
+7) Select the number of copies that you want to receive. By default, the number that you invoiced will appear. In this example, we will receive one copy of each title.\r
+\r
+\r
+NOTE: You cannot receive fewer items than 0 (zero) or more items than the number that you ordered.\r
+\r
+\r
+8) Click *Receive Selected Copies*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Receive_Items_From_an_Invoice4.jpg[Receive_Items_From_an_Invoice4]\r
+\r
+\r
+9) When you are finished receiving items, close the screen. You can repeat this process as you receive more copies.\r
+\r
+\r
+\r
+*Recieve Specific Copies (Numeric Mode)*\r
+\r
+In this example, we have created a purchase order, added line items and copies, and activated the purchase order. We will create an invoice from the purchase order, receive items, and invoice them. We will receive specific copies from the invoice. This function may be useful to libraries who purchase items that have been barcoded by their vendor. \r
+\r
+\r
+1) Complete steps 1-5 in the previous section.\r
+\r
+2) The *Acquisitions Invoice Receiving* screen by default enables user to receive items in batch, or *Numeric Mode*. Click *Use List Mode* to receive specific copies.\r
+\r
+3) Select the check boxes adjacent to the copies that you want to receive. Leave unchecked the copies that you do not want to receive.\r
+\r
+4) Click *Receive Selected Copies*. \r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Receive_Items_From_an_Invoice5.jpg[Receive_Items_From_an_Invoice5]\r
+\r
+\r
+The screen will refresh. Copies that have not yet been received remain on the screen so that you can receive them when they arrive.\r
+\r
+\r
+5) When all copies on an invoice have been recieved, a message confirms that no copies remain to be received.\r
+\r
+6) The purchase order records that all items have been received.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Receive_Items_From_an_Invoice7.jpg[Receive_Items_From_an_Invoice7]\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software
\ No newline at end of file
--- /dev/null
+= Authority Control Sets 2.2\r
+\r
+This feature will be available in Evergreen version 2.2.\r
+\r
+*Abstract*\r
+\r
+The tags and subfields that display in authority records in Evergreen are proscribed by control sets. The Library of Congress control set is the default control set in Evergreen. In Evergreen release 2.2, you can create customized control sets for authority records. Also, you can define thesauri and authority fields for these control sets.\r
+\r
+Patrons and staff will be able to browse authorities in the OPAC. The following fields are browsable by default: author, series, subject, title, and topic. You will be able to add custom browse axes in addition to these default fields.\r
+\r
+*Table of Contents*\r
+\r
+\r
+* Control Sets\r
+* Thesauri\r
+* Authority Fields\r
+* Browse Axes\r
+* OPAC Searching of Authorities\r
+* Permissions to use this Feature\r
+\r
+*Control Sets*\r
+\r
+You can specify the MARC tags and subfields that an authority record should contain. The Library of Congress control set exists in the staff client by default. The control sets feature enables librarians to add or customize new control sets.\r
+\r
+To access existing control sets, click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*.\r
+\r
+\r
+To add a *control set*:\r
+\r
+1) Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*.\r
+\r
+2) Click *New Control Set*.\r
+\r
+3) Add a *Name* to the control set. Enter any number of characters.\r
+\r
+4) Add a *Description* of the control set. Enter any number of characters.\r
+\r
+5) Click *Save*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets1.jpg[Authority_Control_Sets1]\r
+\r
+\r
+*Thesauri*\r
+\r
+A thesaurus describes the semantic rules that govern the meaning of words in a MARC record. The thesaurus code, which indicates the specific thesarus that should control a MARC record, is encoded in a fixed field using the mnemonic Subj in the authority record. Eleven thesauri associated with the Library of Congress control set exist by default in the staff client. \r
+\r
+To access an existing thesaurus, click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*, and choose the hyperlinked thesaurus that you want to access, or click *Admin* -> *Server Administration* -> *Authorities* -> *Thesauri*.\r
+\r
+\r
+To add a *Thesaurus*:\r
+\r
+1) Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*, and choose the hyperlinked thesaurus that you want to access, or click *Admin* -> *Server Administration* -> *Authorities* -> *Thesauri*.\r
+\r
+2) Click *New Thesaurus*.\r
+\r
+3) Add a *Thesaurus Code*. Enter any single, upper case character. This character will be entered in the fixed fields of the MARC record.\r
+\r
+4) Add a *Name* to the thesaurus. Enter any number of characters.\r
+\r
+5) Add a *Description* of the thesaurus. Enter any number of characters. \r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets2.jpg[Authority_Control_Sets2]\r
+\r
+\r
+\r
+*Authority Fields*\r
+\r
+\r
+Authority fields indicate the tags and subfields that should be entered in the authority record. Authority fields also enable you to specify the type of data that should be entered in a tag. For example, in an authority record governed by a Library of Congress control set, the 100 tag would contain a "Heading - Personal Name." Authority fields also enable you to create the corresponding tag in the bibliographic record that would contain the same data. \r
+\r
+==== To create an *Authority Field*:\r
+\r
+1) Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*.\r
+\r
+2) Click *Authority Fields*. The number in parentheses indicates the number of authority fields that have been created for the control set.\r
+\r
+3) Click *New Authority Field*.\r
+\r
+4) Add a *Name* to the authority field. Enter any number of characters.\r
+\r
+5) Add a *Description* to describe the type of data that should be entered in this tag. Enter any number of characters.\r
+\r
+6) Select a *Main Entry* if you are linking the tag(s) to another entry.\r
+\r
+7) Add a tag in the authority record.\r
+\r
+8) Add a subfield in the authority record. Multiple subfields should be entered without commas or spaces.\r
+\r
+9) Click *Save*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets3.jpg[Authority_Control_Sets3]\r
+\r
+\r
+\r
+10) Create the corresponding tag in the bibliographic record that should contain this information. Click the *None* link in the *Controlled Bib Fields* column.\r
+\r
+11) Click *New Control Set Bib Field*.\r
+\r
+12) Add the corresponding tag in the bibiographic record.\r
+\r
+13) Click *Save*.\r
+\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets4.jpg[Authority_Control_Sets4]\r
+\r
+\r
+\r
+*Browse Axes*\r
+\r
+Authority records can be browsed, by default, along five axes: author, series, subject, title, and topic. Use the *Browse Axes* feature to create additional axes.\r
+\r
+\r
+\r
+Create a new *Browse Axis*:\r
+\r
+1) Click *Admin* -> *Server Administration* -> *Authorities* -> *Browse Axes*\r
+\r
+2) Click *New Browse Axis*.\r
+\r
+3) Add a *code*. Do not enter any spaces.\r
+\r
+4) Add a *name* to the axis that will appear in the OPAC. Enter any number of characters.\r
+\r
+5) Add a *description* of the axis. Enter any number of characters.\r
+\r
+6) Add a *sorter attribute*. The sorter attribute indicates the order in which the results will be displayed.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets5.jpg[Authority_Control_Sets5]\r
+\r
+\r
+7) Assign the axis to an authority so that users can find the authority record when browsing authorities. Click *Admin* -> *Server Administration* -> *Authorities* -> *Control Sets*. \r
+\r
+8) Choose the control set to which you will add the axis. Click *Authority Fields*\r
+\r
+9) Click the link in the *Axes* column of the tag of your choice.\r
+\r
+10) Click *New Browse Axis-Authority Field Map*.\r
+\r
+11) Select an *Axis* from the drop down menu.\r
+\r
+12) Click *Save*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets6.jpg[Authority_Control_Sets6]\r
+\r
+\r
+*OPAC Searching of Authorities*\r
+\r
+Patrons and librarians can browse authorities through the OPAC.\r
+\r
+\r
+To search for *Authorities*:\r
+\r
+1) Click *Advanced Search* in the OPAC.\r
+\r
+2) Find the *Authority Browse* column in the left side of the screen.\r
+\r
+3) Select a browse axis, and enter a keyword. The terms in the middle of the results list should yield the best match.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets7.jpg[Authority_Control_Sets7]\r
+\r
+\r
+4) Click *Submit*.\r
+\r
+5) A list of results will appear. The authorities with bibliographic records attached will be listed in bold with the number of attached bibliographic records in parentheses.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets8.jpg[Authority_Control_Sets8]\r
+\r
+\r
+6) Click on the bolded text to view bibliographic records.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Authority_Control_Sets9.jpg[Authority_Control_Sets9]\r
+\r
+\r
+*Permissions to use this Feature*\r
+\r
+\r
+To use authority control sets, you will need the following permissions:\r
+\r
+* CREATE_AUTHORITY_CONTROL_SET\r
+* UPDATE_AUTHORITY_CONTROL_SET\r
+* DELETE_AUTHORITY_CONTROL_SET\r
+\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
+\r
+\r
+\r
+\r
+\r
+\r
--- /dev/null
+= Call Number Prefixes and Suffixes 2.1\r
+\r
+This feature will be available in Evergreen version 2.1.\r
+\r
+*Abstract*\r
+\r
+In Evergreen version 2.1, you can configure call number prefixes and suffixes in the Admin module. This feature ensures more precise cataloging because each cataloger will have access to an identical drop down menu of call number prefixes and suffixes that are used at his library. In addition, it may streamline cataloging workflow. Catalogers can use a drop down menu to enter call number prefixes and suffixes rather than entering them manually. You can also run reports on call number prefixes and suffixes that would facilitate collection development and maintenance.\r
+\r
+\r
+*Table of Contents*\r
+\r
+* Configure Call Number Prefixes\r
+* Configure Call Number Suffixes\r
+* Apply Call Number Prefixes and Suffixes\r
+\r
+\r
+*Configure call number prefixes*:\r
+\r
+Call number prefixes are codes that precede a call number.\r
+\r
+To configure call number prefixes:\r
+\r
+1. Select *Admin -> Server Administration -> Call Number Prefixes*.\r
+2. Click *New Prefix*.\r
+3. Enter the *call number label* that will appear on the item.\r
+4. Select the *owning library* from the drop down menu. Staff at this library, and its descendant org units, with the appropriate permissions, will be able to apply this call number prefix.\r
+5. Click *Save*.\r
+\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Call_Number_Prefixes_and_Suffixes_2_22.jpg[Call_Number_Prefixes_and_Suffixes_2_21]\r
+\r
+\r
+\r
+*Configure call number suffixes*:\r
+\r
+Call number suffixes are codes that succeed a call number.\r
+\r
+To configure call number suffixes:\r
+\r
+1. Select *Admin -> Server Administration -> Call Number Suffixes*.\r
+2. Click *New Suffix*.\r
+3. Enter the *call number label* that will appear on the item.\r
+4. Select the *owning library* from the drop down menu. Staff at this library, and its descendant org units, with the appropriate permissions, will be able to apply this call number suffix.\r
+5. Click *Save*.\r
+\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Call_Number_Prefixes_and_Suffixes_2_21.jpg[Call_Number_Prefixes_and_Suffixes_2_22]\r
+\r
+\r
+*Apply Call Number Prefixes and Suffixes*\r
+\r
+\r
+You can apply call number prefixes and suffixes to items from a pre-configured list in the *Unified Volume/Copy Creator*. See the document, Unified Volume/Copy Creator, for an example.\r
+\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
--- /dev/null
+= Recent Staff Searches 2.2\r
+\r
+This feature is available in Evergreen version 2.2.\r
+\r
+*Abstract*\r
+\r
+This feature enables you to view your recent searches as you perform them in the staff client. The number of searches that you can view is configurable. This feature is only available through the staff client; it is not available to patrons in the OPAC. \r
+\r
+*Table of Contents*\r
+\r
+* Administrative Settings\r
+* View Recent Staff Searches\r
+\r
+\r
+*Administrative Settings*\r
+\r
+By default, ten searches will be saved as you search the staff client. If you want to change the number of saved searches, then you can configure the number of searches that you wish to save through the *Library Settings Editor* in the *Admin* module.\r
+\r
+To configure the number of recent staff searches:\r
+\r
+1. Click *Admin -> Local Administration -> Library Settings Editor.*\r
+\r
+2. Scroll to *OPAC: Number of staff client saved searches to display on left side of results and record details pages*\r
+\r
+3. Click *Edit*.\r
+\r
+4. Select a *Context* from the drop down menu.\r
+\r
+5. Enter the number of searches that you wish to save in the *Value* field. \r
+\r
+6. Click *Update Setting*\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Saved_Catalog_Searches_2_21.jpg[Saved_Catalog_Searches_2_21]\r
+\r
+\r
+NOTE: To retain this setting, the system administrator must restart the web server.\r
+\r
+\r
+If you do not want to save any searches, then you can turn off this feature.\r
+\r
+To deactivate this feature:\r
+\r
+1. Follow steps 1-4 (one through four) as listed in the previous section.\r
+\r
+2. In the *value* field, enter 0 (zero).\r
+\r
+3. Click *Update Setting.* This will prevent you from viewing any saved searches.\r
+\r
+\r
+*Recent Staff Searches*\r
+\r
+Evergreen will save staff searches that are entered through either the basic or advanced search fields. To view recent staff searches:\r
+\r
+1. Enter a search term in either the basic or advanced search fields.\r
+\r
+2. Your search results for the current search will appear in the middle of the screen. The most recent searches will appear on the left side of the screen.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Saved_Catalog_Searches_2_22.jpg[Saved_Catalog_Searches_2_22]\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
+\r
--- /dev/null
+= Restrict Z39.50 Sources by Permission Group 2.2\r
+\r
+\r
+This functionality will be available in Evergreen version 2.2.\r
+\r
+*Abstract*\r
+\r
+In Evergreen versions preceeding 2.2, all users with cataloging privileges could view all of the Z39.50 servers that were available for use in the staff client. In Evergreen version 2.2, you can use a permission to restrict users' access to Z39.50 servers. You can apply a permission to the Z39.50 servers to restrict access to that server, and then assign that permission to users or groups so that they can access the restricted servers.\r
+\r
+\r
+*Table of Contents*\r
+\r
+* Administrative Settings\r
+* Restrict Z39.50 Sources by Permission Group\r
+\r
+\r
+*Administrative Settings*\r
+\r
+You can add a permission to limit use of Z39.50 servers, or you can use an existing permission.\r
+\r
+NOTE: You must be authorized to add permission types at the database level to add a new permission.\r
+\r
+Add a new permission:\r
+\r
+1) Create a permission at the database level.\r
+\r
+2) Click *Admin -> Server Administration -> Permissions* to add a permission to the staff client.\r
+\r
+3) In the *New Permission* field, enter the text that describes the new permission.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Restrict_Z39.50_Sources_by_Permission_Group1.jpg[Restrict_Z39.50_Sources_by_Permission_Group1]\r
+\r
+4) Click *Add*.\r
+\r
+5) The new permission appears in the list of permissions.\r
+\r
+\r
+\r
+*Restrict Z39.50 Sources by Permission Group*\r
+\r
+\r
+1) Click *Admin -> Server Administration -> Z39.50 Servers*\r
+\r
+2) Click *New Z39.50 Server*, or double click on an existing Z39.50 server to restrict its use.\r
+\r
+3) Select the permission that you added to restrict Z39.50 use from the drop down menu.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Restrict_Z39.50_Sources_by_Permission_Group2.jpg[Restrict_Z39.50_Sources_by_Permission_Group2]\r
+\r
+4) Click *Save*.\r
+\r
+5) Add the permission that you created to a user or user group so that they can access the restricted server.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Restrict_Z39.50_Sources_by_Permission_Group3.jpg[Restrict_Z39.50_Sources_by_Permission_Group3]\r
+\r
+6) Users that log in to the staff client and have that permission will be able to see the restricted Z39.50 server. \r
+\r
+\r
+NOTE: As an alternative to creating a new permission to restrict use, you can use a preexisting permission. For example, your library uses a permission group called SuperCat, and only members in this group should have access to a restricted Z39.50 source. Identify a permission that is unique to the SuperCat group (e.g. CREATE_MARC) and apply that permission to the restricted Z39.50 server. Because these users are in the only group with the permission, they will be the only group w/ access to the restricted server.\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
--- /dev/null
+= Batch Importing MARC Records 2.2\r
+\r
+This feature will be available in Evergreen version 2.2.\r
+\r
+=== *Abstract*\r
+\r
+The cataloging module in version 2.2 includes an enhanced MARC Batch Import interface. This interface features improved matching of records and managing of your import queue. In 2.2, you will be able to specify match points between incoming and existing records. You will also be able to apply filters to your queue that enable you to generate any errors that may have occurred during import. You will also be able to print your queue, email your queue, or export your queue as a CSV file. \r
+\r
+\r
+=== *Table of Contents*\r
+\r
+* Permissions\r
+* Record Display Attributes\r
+* Record Match Sets\r
+* Replace Mode\r
+* Quality Metrics\r
+* Import Records\r
+\r
+=== *Permissions*\r
+\r
+To use match sets to import records, you will need the following permission:\r
+\r
+ADMIN_IMPORT_MATCH_SET\r
+\r
+\r
+=== *Record Display Attributes*\r
+\r
+This feature enables you to specify the tags and subfields that will display in records that appear in the import queue. \r
+\r
+\r
+=== *Record Match Sets*\r
+\r
+This feature enables you to create custom match points that you can use to accurately match incoming records with existing catalog records. \r
+ \r
+\r
+In this example, to demonstrate matching on record attributes and MARC tags and subfields, we will create a record match set that defines a match based on the title of the record, in either the 240 or 245, and the fixed field, Lang. You can add multiple record attributes and MARC tags to customize a record match set.\r
+ \r
+\r
+1) Click *Cataloging -> MARC Batch Import/Export*.\r
+\r
+2) Create a new record match set. Click *Record Match Sets -> New Match Set*.\r
+\r
+3) Enter a name for the record match set.\r
+\r
+4) Select an *Owning Library* from the drop down menu. Staff with permissions at this location will be able to use this record match set.\r
+\r
+5) Select a *Match Set Type* from the drop down menu. You can create a match set for authority records or bibliographic records.\r
+\r
+6) Click *Save*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records1.jpg[Batch_Importing_MARC_Records1]\r
+\r
+\r
+7) The screen will refresh to list the record match set that you created. Click the link to the record match set.\r
+\r
+8) Create an expression that will define the match points for the incoming record. You can choose from two areas to create a match: *Record Attribute* or *MARC Tag and Subfield*. You can use the Boolean operators AND and OR to combine these elements to create a match set.\r
+\r
+9) Select a *Record Attribute* from the drop-down menu.\r
+\r
+10) Enter a *Match Score.* The *Match Score* indicates the relative importance of that match point as Evergreen evaluates an incoming record against an existing record. You can enter any integer into this field. The number that you enter is only important as it relates to other match points. Recommended practice is that you create a match score of one (1) for the least important match point and assign increasing match points to the power of 2 to working points in increasing importance.\r
+\r
+11) Check the *Negate?* box if you want to negate the match point. Checking this box would be the equivalent of applying a Boolean operator of NOT to the match point.\r
+\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records2.jpg[Batch_Importing_MARC_Records2]\r
+\r
+\r
+\r
+12) Click *Ok.*\r
+\r
+13) Drag the completed match point under the folder with the appropriately-named Boolean folder under the Expression tree.\r
+\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records3.jpg[Batch_Importing_MARC_Records3]\r
+\r
+\r
+The match point will nest underneath the folder in the Expression tree.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records4.jpg[Batch_Importing_MARC_Records4]\r
+\r
+\r
+14) Enter another *Boolean Operator* to further refine your match set.\r
+\r
+15) Click *Boolean Operator*.\r
+\r
+16) Select the *OR* operator from the drop down menu.\r
+\r
+17) Click *Ok*.\r
+\r
+18) Drag the operator to the expression tree.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records5.jpg[Batch_Importing_MARC_Records5]\r
+\r
+\r
+19) Click *MARC Tag and Subfield*.\r
+\r
+20) Enter a *MARC tag* on which you want the records to match.\r
+\r
+21) Enter a *subfield* on which you want the records to match.\r
+\r
+22) Enter a *Match Score.* The *Match Score* indicates the relative importance of that match point as Evergreen evaluates an incoming record against an existing record. You can enter any integer into this field. The number that you enter is only important as it relates to other match points. Recommended practice is that you create a match score of one (1) for the least important match point and assign increasing match points to the power of 2 to working points in increasing importance.\r
+\r
+23) Check the *Negate?* box if you want to negate the match point. Checking this box would be the equivalent of applying a Boolean operator of NOT to the match point.\r
+\r
+\r
+24) Click *Ok.*\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records6.jpg[Batch_Importing_MARC_Records6]\r
+\r
+\r
+25) Drag the completed match point under the folder with the appropriately-named Boolean folder under the Expression tree. The Expression will build across the top of the screen.\r
+\r
+26) Add additional MARC tags or record attributes to build the expression tree.\r
+\r
+27) Click *Save Changes to Expression*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records7.jpg[Batch_Importing_MARC_Records7]\r
+\r
+\r
+*Replace Mode*\r
+\r
+Replace Mode enables you to replace an existing part of the expression tree with a new record attribute, MARC tag, or Boolean operator. For example, if the top of the tree is AND, in replace mode, you could change that to an OR.\r
+\r
+\r
+1) Create a working match point.\r
+\r
+2) Click *Enter replace mode*.\r
+\r
+3) Highlight the piece of the tree that you want to replace.\r
+\r
+4) Drag the replacement piece over the highlighted piece.\r
+\r
+5) Click *Exit Replace Mode*.\r
+\r
+\r
+*Quality Metrics*\r
+\r
+\r
+1) Set the *Quality Metrics for this Match Set*. Quality metrics are used to determine the overall quality of a record. Each metric is given a weight and the total quality value for a record is equal to the sum of all metrics that apply to that record. For example, a record that has been cataloged thoroughly and contains accurate data would be more valuable than one of poor quality. You may want to ensure that the incoming record is of the same or better quality than the record that currently exists in your catalog; otherwise, you may want the match to fail. The quality metric is optional.\r
+\r
+2) You can create quality metrics based on the record attribute or the MARC Tag and Subfield.\r
+\r
+3) Click *Record Attribute.*\r
+\r
+4) Select an attribute from the drop down menu.\r
+\r
+5) Enter a value for the attribute.\r
+\r
+6.) Enter a match score. You can enter any integer into this field. The number that you enter is only important as it relates to other quality values for the current configuration. Higher scores would indicate increasing quality of incoming records. You can, as in the expression match score, increase the quality points by increasing subsequent records by a power of 2 (two).\r
+\r
+7) Click *Ok*. \r
+ \r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]\r
+\r
+\r
+\r
+*Import Records*\r
+\r
+The *Import Records* interface incorporates record match sets, quality metrics, more merging options, and improved ways to manage your queue. In this example, we will import a batch of records. One of the records in the queue will contain a matching record in the catalog that is of lower quality than the incoming record. We will import the record according to the guidelines set by our record match set, quality metrics, and merge/overlay choices that we will select.\r
+\r
+\r
+1) Select a *Record Type* from the drop down menu.\r
+\r
+2) Create a queue to which you can upload your records, or add you records to an existing queue. Queues are linked to match sets and a holdings import profile. You cannot change a holdings import or record match set for a queue.\r
+\r
+3) Select a *Record Match Set* from the drop down menu.\r
+\r
+4) Select a *Holdings Import Profile* if you want to import holdings that are attached to your records.\r
+\r
+5) Select a *Record Source* from the drop down menu.\r
+\r
+6) Select a *Merge Profile*. Merge profiles enable you to specify which tags should be removed or preserved in incoming records.\r
+\r
+7) Choose one of the following import options if you want to auto-import records:\r
+\r
+a. *Merge on Single Match* - Using the Record Match Set, Evergreen will only attempt to perform the merge/overlay action if only one match was found in the catalog.\r
+\r
+b. *Merge on Best Match* - If more than one match is found in the catalog for a given record, Evergreen will attempt to perform the merge/overlay action with the best match as defined by the match score and quality metric.\r
+\r
+NOTE: Quality ratio affects only the *Merge on Single Match* and *Merge on Best Match* options.\r
+\r
+8) Enter a *Best/Single Match Minimum Quality Ratio.* Divide the incoming record quality score by the record quality score of the best match that might exist in the catalog. By default, Evergreen will assign any record a quality score of 1 (one). If you want to ensure that the inbound record is only imported when it has a higher quality than the best match, then you must enter a ratio that is higher than 1. For example, if you want the incoming record to have twice the quality of an existing record, then you should enter a 2 (two) in this field. If you want to bypass all quality restraints, enter a 0 (zero) in this field.\r
+\r
+\r
+9) Select an *Insufficient Quality Fall-Through Profile* if desired. This field enables you to indicate that if the inbound record doees not meet the configured quality standards, then you may still import the record using an alternate merge profile. This field is typically used for selecting a merge profile that allows\r
+the user to import holdings attached to a lower quality record without replacing the existing (target) record with the incoming record. This field is optional. \r
+\r
+10) *Browse* to find the appropriate file, and click *Upload*. The files will be uploaded to a queue.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records9.jpg[Batch_Importing_MARC_Records9]\r
+\r
+11) The screen will display records that have been uploaded to your queue.\r
+ \r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records15.jpg[Batch_Importing_MARC_Records15]\r
+\r
+\r
+12) If Evergreen indicates that matching records exist, then click the *Matches* link to view the matching records. Check the box adjacent to the existing record that you want to merge with the incoming record. \r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records10.jpg[Batch_Importing_MARC_Records10]\r
+\r
+13) Click *Back to Import Queue*.\r
+\r
+14) Check the boxes of the records that you want to import, and click *Import Selected Records*, or click *Import All Records*.\r
+\r
+15) A pop up window will offer you the same import choices that were present on the *Import Records* screen. You can choose one of the import options, or click *Import*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records9a.jpg[Batch_Importing_MARC_Records9a]\r
+\r
+16) The screen will refresh. The *Queue Summary* indicates that the record was imported. The *Import Time* column records the date that the record was imported.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records12.jpg[Batch_Importing_MARC_Records12] \r
+\r
+17) Search the catalog to confirm that the record was imported.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records14.jpg[Batch_Importing_MARC_Records14] \r
+\r
+\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software
\ No newline at end of file
--- /dev/null
+= *Monograph Parts 2.1*\r
+\r
+This feature will be available in Evergreen version 2.1.\r
+\r
+*Abstract*\r
+\r
+*Monograph Parts* enables you to differentiate between parts of monographs or other multi-part items. This feature enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc of a DVD set if they want to access a specific season or episode rather than an entire series.\r
+\r
+Four new permissions are used by this functionality: CREATE_MONOGRAPH_PART, UPDATE_MONOGRAPH_PART, DELETE_MONOGRAPH_PART and MAP_MONOGRAPH_PART. Thes\r
+e permissions should be assigned at the consorial level to those groups or users that will make use of the features described below.\r
+\r
+\r
+\r
+*Table of Contents*\r
+\r
+* Add a monograph part to an existing record\r
+\r
+\r
+To add a monograph part to an existing record in the catalog: \r
+\r
+1) Retrieve a record.\r
+\r
+2) Click *Actions for this Record -> Manage Parts*\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/monograph_parts1.jpg[monograph_parts1]\r
+\r
+\r
+3) Click *New Monograph Part*\r
+\r
+4) Enter the *label* that you want to appear to the user in the catalog, and click *Save*. This will create a list of monograph parts from which you can choose when you create a volume and copy. \r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/monograph_parts2.jpg[monograph_parts2]\r
+\r
+\r
+5) Add a volume and copy. To add a volume and copy to your workstation library, click the *Add Volumes* link in the *Record Summary* at the top of the bibliographic record, or click *Actions for this Record -> Add Volumes*. \r
+\r
+To add a volume and copy to your workstation library or other libraries, click *Actions for this Record -> Holdings Maintenance -> Add Volumes*. \r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/monograph_parts3.jpg[monograph_parts3]\r
+\r
+\r
+6) The *Unified Volume/Copy Creator* opens. Enter the number of volumes that you want to add to the catalog and the volume description. \r
+\r
+7) Enter the number of copies and barcode(s) of each item.\r
+\r
+8) Select the *part designation* from the drop down menu adjacent to the barcode field.\r
+\r
+9) Apply a template to the copies, or edit fields in the *Copy Editor*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/monograph_parts4.jpg[monograph_parts4]\r
+\r
+\r
+10) Click *Create Volumes/Items*.\r
+\r
+11) The *Holdings Maintenance* screen will refresh to demonstrate the addition of the volume, copy, and part. These fields also appear in the OPAC View.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/monograph_parts5.jpg[monograph_parts5]\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
--- /dev/null
+= Overlay Existing Catalog Record via Z39.50 Import 2.2\r
+\r
+This feature will be available in Evergreen version 2.2.\r
+\r
+*Abstract*\r
+\r
+This feature enables you to replace a catalog record with a record obtained through a Z39.50 search. No new permissions or administrative settings are needed to use this feature.\r
+\r
+*To Overlay an Existing Record via Z39.50 Import:*\r
+\r
+\r
+1) Click *Cataloging -> Import Record from Z39.50*\r
+\r
+2) Select at least one *Service* in addition to the *Local Catalog* in the *Service and Credentials* window in the top right panel.\r
+\r
+3) Enter search terms in the *Query* window in the top left panel.\r
+\r
+4) Click *Search*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import1.jpg[Overlay_Existing_Record_via_Z39.50_Import1]\r
+\r
+5) The results will appear in the lower window.\r
+\r
+6) Select the record in the local catalog that you wish to overlay.\r
+\r
+7) Click *Mark Local Result as Overlay Target*\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import2.jpg[Overlay_Existing_Record_via_Z39.50_Import2]\r
+\r
+\r
+8) A confirmation message appears. Click *OK*.\r
+\r
+9) Select the record that you want to replace the existing catalog record.\r
+\r
+10) Click *Overlay.*\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import3.jpg[Overlay_Existing_Record_via_Z39.50_Import3]\r
+\r
+\r
+11) The record that you selected will open in the MARC Editor. Make any desired changes to the record, and click *Overlay Record*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import4.jpg[Overlay_Existing_Record_via_Z39.50_Import4]\r
+\r
+\r
+12) The catalog record that you want to overlay will appear in a new window. Review the MARC record to verify that you are overlaying the correct catalog record.\r
+\r
+13) If the correct record appears, click *Overlay*.\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import5.jpg[Overlay_Existing_Record_via_Z39.50_Import5]\r
+\r
+14) A confirmation message will appear to confirm that you have overlaid the record. Click *Ok*.\r
+\r
+15) The screen will refresh in the OPAC View to show that the record has been overlaid.\r
+\r
+\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import6.jpg[Overlay_Existing_Record_via_Z39.50_Import6]\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
+\r
+\r
+\r
--- /dev/null
+= Conjoined Items
+===============
+
+
+== Abstract
+
+Prior to Evergreen version 2.1, items could be attached to only one bibliographic record. The Conjoined Items feature in Evergreen 2.1 enables catalogers to link items to multiple bibliographic records. This feature will enable more precise cataloging. For example, catalogers will be able to indicate items that are printed back to back, are bilingual, are part of a bound volume, are part of a set, or are available as an e-reader pre-load. This feature will also help the user retrieve more relevant search results. For example, a librarian catalogs a multi-volume festschrift. She can create a bibliographic record for the festschrift and a record for each volume. She can link the items on each volume to the festschrift record so that a patron could search for a volume or the festschrift and retrieve information about both works.
+
+In the example below, a librarian has created a bibliographic record for two bestselling items. These books are available as physical copies in the library, and they are available as e-reader downloads. The librarian will link the copy of the Kindle to the bibliographic records that are available on the e-reader.
+
+=== Using the Conjoined Items Feature
+
+The Conjoined Items feature was designed so that you can link items between bibliographic records when you have the item in hand, or when the item is not physically present. Both processes are described here. The steps are fewer if you have the item in hand, but both processes accomplish the same task. This documentalso demonstrates the process to edit or delete links between items and bibliographic records. Finally, the permission a cataloger needs to use this feature is listed.
+
+.Scenario 1: I want to link an item to another bibliographic record, but I do not have the item in hand
+
+1) Retrieve the bibliographic record to which you would like to link an item.
+
+2) Click *Actions for this Record -> Mark as Target for Conjoined Items.*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj1.jpg[conj1]
+
+
+3) A confirmation message will appear. Click *OK.*
+
+4) In a new tab, retrieve the bibliographic record with the item that you want to link to the other record.
+
+5) Click *Actions for this Record -> Holdings Maintenance.*
+
+6) Select the copy that you want to link to the other bibliographic record. Right-click, or click *Actions for Selected Rows -> Link as Conjoined Items to Previously Marked Bib Record.*
+
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj2.jpg[conj2]
+
+
+7) The *Manage Conjoined Items* interface opens in a new tab. This interface enables you to confirm the success of the link, and to change the peer type if desired. The *Result* column indicates that you created a successful link between the item and the bib record.
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj3.jpg[conj3]
+
+
+The default peer type, *Back-to-back*, was set as the peer type for our item. To change a peer type after the link has been created, right-click or click *Actions for Selected Items -> Change Peer Type*. A drop down menu will appear. Select the desired peer type, and click *OK.*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj4.jpg[conj4]
+
+
+8) The *Result* column will indicate that the *Peer Type* [has been] *Updated.*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj5.jpg[conj5]
+
+
+9) To confirm the link between the item and the desired bib record, reload the tab containing the bib record to which you linked the item. Click the link for *Linked Titles.*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj6.jpg[conj6]
+
+
+10) To view the copy details, including the peer type, click *Copy Details.*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj7.jpg[conj7]
+
+
+Items can be linked to multiple bibliographic records simultaneously. If you click the linked titles button in the copy details, then you will retrieve a list of bibliographic records to which this item is linked.
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj8.jpg[conj8]
+
+
+.Scenario 2: I want to link an item to another bibliographic record, and I do have the item in hand
+
+1) Retrieve the bibliographic record to which you would like to add the item.
+
+2) Click *Actions for this Record -> Manage Conjoined Items.*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj9.jpg[conj9]
+
+
+3) A note in the bottom left corner of the screen will confirm that the record was targeted for linkage with conjoined items, and the *Manage Conjoined Items* screen will appear.
+
+4) Select the peer type from the drop down menu, and scan in the barcode of the item that you want to link to this record.
+
+5) Click *Link to Bib (Submit).*
+
+
+image::/esi/docs/wp-content/uploads/2011/10/conj10.jpg[conj10]
+
+
+6) The linked item will appear in the screen. The *Result* column indicates Success.
+
+7) To confirm the linkage, click *Actions for this Record -> OPAC View.*
+
+8) When the bibliographic record appears, click *Reload. Linked Titles* will show the linked title and item.
+
+
+.Scenario 3: I want to edit or break the link between a copy and a bibliographic record
+
+1) Retrieve the bibliographic record that has a copy linked to it.
+
+2) Click *Actions for this Record -> Manage Conjoined Items.*
+
+3) Select the copy that you want to edit, and right-click or click *Actions for Selected Items.*
+
+4) Make any changes, and click *OK.*
+
+
+UPDATE_COPY - Link items to bibliographic records
+
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
+
+Author: Sally Fortin, Equinox Software
+
It is recommended that you back up your Evergreen database in order to restore your data if anything goes wrong.
+
-[WARNING]
+[CAUTION]
Pay attention to error output as you run these scripts. You should do additional troubleshooting and error reporting to the Evergreen Developer List if you encounter errors.
+
[source, bash]
cp /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml
----------------------------------------------------------
+
-[WARNING]
+[CAUTION]
Copying these configuration files will remove any customizations you have made to them. Remember to redo your customizations after copying them.
+
14. Update Apache files:
+
-[WARNING]
+[CAUTION]
Copying these Apache configuration files will remove any customizations you have made to them. Remember to redo your customizations after copying them. For example,
if you purchased an SSL certificate, you will need to edit eg.conf to point to the appropriate SSL certificate files.
+
--- /dev/null
+= My Lists 2.2\r
+\r
+This feature will be available in Evergreen version 2.2.\r
+\r
+*Abstract*\r
+\r
+The *My Lists* feature replaces the bookbag feature that was available in versions proior to 2.2. The *My Lists* feature is a part of the Template Toolkit OPAC that is available in version 2.2. This feature enables you to create temporary and permanent lists; create and edit notes for items in lists; place holds on items in lists; and share lists via RSS feeds and CSV files.\r
+\r
+\r
+*Table of Contents*\r
+\r
+* Create New Lists\r
+* Create Notes for Items in Lists\r
+* Place Holds on Items in Lists\r
+* Share Lists\r
+\r
+\r
+\r
+*Create New Lists*\r
+\r
+1) Log in to your account in the OPAC.\r
+\r
+2) Search for titles.\r
+\r
+3) Choose a title to add to your list. Click *Add to My List*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/My_Lists1.jpg[My_Lists1]\r
+\r
+4) Scroll up to the gray row on top of the *Search Results*. Click *View My List*\r
+\r
+5) Items are added to a temporary list. Your temporary list appears at the bottom of the screen.\r
+\r
+6) The *Actions for these items* menu on the right side of the screen demonstrates the actions that you can apply to this list. You can place holds on items in your temporary list; remove items from the list; or move selected items to a permanent list. \r
+\r
+To place a hold or remove items from the list, check the box adjacent to the title of the item, and select the desired function.\r
+\r
+To move selected items into an existing list, check the box adjacent to the title, and highlight the list in which you will store the item.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/My_Lists3.jpg[My_Lists3]\r
+\r
+7) If you do not want to place the item into an existing list, you can create a new list to contain the item. Enter the name of the new list, and, if desired, enter a description.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/My_Lists4.jpg[My_Lists4]\r
+\r
+8) Click *Submit*.\r
+\r
+9) The new list appears beneath the temporary list.\r
+\r
+10) Select the title(s) of the items that you want to add to the list, and click *Actions for these items*. Select the permanent list that you created from the drop down menu.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/My_Lists5.jpg[My_Lists5]\r
+\r
+11) Click *Go*.\r
+\r
+12) Your existing lists appear. Click on a list to view the items in the list. You can sort the items in the permanent list. You can also add, edit, and remove notes.\r
+\r
+13) Click *Edit* to add or edit a note.\r
+\r
+14). Enter desired notes, and click *Save Notes*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/My_Lists6.jpg[My_Lists6]\r
+\r
+15) You can keep your list private, or you can share it. To share your list, click *Share*, and click the orange RSS icon to share through an RSS reader. You can also click *HTML View* to share your list as an HTML link. \r
+\r
+You can also download your list into a CSV file by clicking *Download CSV*.\r
+\r
+image::/esi/docs/wp-content/uploads/2011/11/My_Lists7.jpg[My_Lists7]\r
+\r
+\r
+16) When you no longer need a list, click *Delete List*. \r
+\r
+\r
+\r
+Copyright: 2011 Equinox Software. This work by Equinox Software, Inc. is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.\r
+\r
+Author: Sally Fortin, Equinox Software\r
+\r
+\r
+\r
+\r
This part will guide you through the installation steps installation or upgrading your Evergreen system. It is intended for system administrators. \r
\r
\r
-include::system_requirements.txt[]\r
+include::installation/system_requirements.txt[]\r
\r
-include::server_installation.txt[]\r
+include::installation/server_installation.txt[]\r
\r
-include::server_upgrade.txt[]\r
+include::installation/server_upgrade.txt[]\r
\r
// include::system_troubleshooting.txt[]\r
\r
projects / Evergreen-DocBook.git / commitdiff