advocacy:evergreen_workshop
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advocacy:evergreen_workshop [2008/02/25 14:11] – erickson | advocacy:evergreen_workshop [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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+ | ======Evergreen workshop====== | ||
+ | At code4lib 2008 we will be giving a pre-conference session on Evergreen. This is what we're planning on doing; hopefully it will be useful material for future workshops. | ||
+ | |||
+ | =====Base line===== | ||
+ | |||
+ | To avoid any heartache associated with conflicting packages, etc., we have asked participants to bring a laptop with a bootable image or VMWare image (running Debian Etch 4.0 or Ubuntu Gutsy 7.10) dedicated to Evergreen. | ||
+ | |||
+ | To avoid relying on the network for downloading packages, we have also asked participants to install the prerequisites ahead of time using the [[http:// | ||
+ | |||
+ | We'll bring CDs with copies of the OpenSRF and Evergreen tarballs in case the network gods are angry. | ||
+ | |||
+ | As we go through each of the following phases, we provide commentary that explains a little bit more about what's going on, how a given piece fits into the overall system, and what's happening in trunk to make things easier / better / faster / stronger. | ||
+ | |||
+ | We've made a copy of the installation presentation available in [[http:// | ||
+ | |||
+ | =====To do===== | ||
+ | |||
+ | ^ Who ^ What ^ | ||
+ | | Dan | < | ||
+ | | Dan | Burn CDs with tarballs and MARC data and script | | ||
+ | |||
+ | =====Download on your Linux server===== | ||
+ | |||
+ | * http:// | ||
+ | * http:// | ||
+ | * http:// | ||
+ | * [[http:// | ||
+ | |||
+ | =====Download on your Windows machine (if you have one)===== | ||
+ | * http:// | ||
+ | |||
+ | =====Install and configure Evergreen===== | ||
+ | - Install OpenSRF | ||
+ | - Install Evergreen | ||
+ | - Configure opensrf_core.xml | ||
+ | - Talk about the role of the router Jabber user versus the Evergreen application Jabber user. | ||
+ | - Configure opensrf.xml | ||
+ | - Talk about tuning (min connections, | ||
+ | - Talk about the services (with reference to upcoming changes in trunk). | ||
+ | - Talk about database replicas (reports versus core). | ||
+ | - Configure Apache | ||
+ | - IP address changes | ||
+ | - Talk about what mod_gateway and mod_xmlent do for us | ||
+ | - Configure srfsh | ||
+ | - Test connection | ||
+ | - Introspect some services; call some services? Fun wow! | ||
+ | - Try out the cgi-bin configuration scripts at http:// | ||
+ | - Add a branch (talk about org_unit hierarchy) | ||
+ | - Flip through circ, copy status, user groups, permissions | ||
+ | - Mention Django admin alternative and likely future of admin | ||
+ | |||
+ | =====Import bib records and holdings===== | ||
+ | |||
+ | Dan has made 500 bib records in MARC21XML format from Laurentian available for download from the [[http:// | ||
+ | |||
+ | - Discuss: Evergreen concepts of libraries, copy locations, and the bib records/ | ||
+ | - Extract the files from '' | ||
+ | tar xzf import_demo.tar.gz | ||
+ | cd import_demo | ||
+ | </ | ||
+ | - Follow the steps from the [[http:// | ||
+ | # Ensure that the database name, user name, and password at the top of the script | ||
+ | # match your settings before running this script: | ||
+ | sh import_bibs.sh | ||
+ | </ | ||
+ | * Good chance to talk about the IDL - "what the heck is an msfe? | ||
+ | - Edit pg_loader-output.sql to uncomment the " | ||
+ | - Load pg_loader-output.sql into the database:< | ||
+ | # Syntax: psql -U < | ||
+ | psql -U evergreen -f pg_loader-output.sql evergreen</ | ||
+ | - Run the quick metarecord map to enable placing holds:< | ||
+ | psql -U evergreen -f quick_metarecord_map.sql evergreen</ | ||
+ | - Run '' | ||
+ | perl parse_holdings.pl | ||
+ | </ | ||
+ | - Create the staging table:< | ||
+ | psql -U evergreen -f import_staging_table.sql evergreen</ | ||
+ | - Insert the holdings into the staging table:< | ||
+ | psql -U evergreen -f insert_holdings.sql evergreen</ | ||
+ | - Generate the locations, call numbers, and copies in the database from the entries in the staging table:< | ||
+ | psql -U evergreen -f generate_copies.sql evergreen</ | ||
+ | |||
+ | |||
+ | =====Staff Client===== | ||
+ | |||
+ | Murph might be able to step in here and walk through a few interesting parts of the staff client. | ||
+ | |||
+ | - Create a patron with an '' | ||
+ | - Do some circs | ||
+ | * Circulation configuration - point out ''/ | ||
+ | - Cataloging | ||
+ | - Groovy contextual help (soon to be available //en français// | ||
+ | - Item type templates - point out ''/ | ||
+ | - Reporting interface if we feel spunky | ||
+ | - Offline interface: | ||
+ | - Where is it? | ||
+ | - How do you upload transactions once you're connected again? | ||
+ | - What happens with conflicts, etc? | ||
+ | - Discuss a bit of Mozilla XUL: | ||
+ | - Look at the XML and JavaScript - it's not so scary | ||
+ | - Benefits of server side XUL | ||
+ | |||
+ | =====OPAC time===== | ||
+ | |||
+ | Now that we have real live holdings in our system, we can do fun things with the catalog. | ||
+ | |||
+ | Let's use the existing [[http:// | ||
+ | |||
+ | Talk a little bit about how this is put together: HTML and JavaScript and calls back to OpenSRF services. | ||
+ | |||
+ | =====Customizing Evergreen: OPAC theme===== | ||
+ | |||
+ | We'll borrow from the [[http:// | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | =====Customizing Evergreen: new service===== | ||
+ | Patrons often forget passwords. Heck, I often forget passwords. The Evergreen catalog currently doesn' | ||
+ | |||
+ | - Add the OpenSRF service [[advocacy: | ||
+ | - Add the "Reset my password" | ||
+ | - For bonus points, define the service in '' | ||
+ | |||
+ | **The Perl and Javascript code are "quick and dirty" snippets. |