====== Survey of existing documentation ====== ===== Existing documentation on the web ===== ^ Source ^ Author/contact info ^ Licensed? (copyright,CC, GPL, ?) ^ Date written/revised ^ Version (1.2.3.1, 1.4, unknown?) ^ Format (Word doc, PDF, wiki, text, video (format) ^ | [[http://www.open-ils.org/dokuwiki/doku.php?id=server_installation|Open-ILS DokuWiki - server installation]] | | | | | | | [[http://www.open-ils.org/dokuwiki/doku.php?id=open-ils:evergreenv1:server_installation:index|Open-ILS DokuWiki - server installation for version 1 (unfinished)]] | | | | | | | [[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:evergreen_end-user_documentation|Open-ILS DokuWiki - end user documentation]] | | | | | | | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin|Open-ILS DokuWiki - administration documentation]] | | | | | | | [[http://www.georgialibraries.org/pines/training|Georgia PINES]] | | | | | | | [[http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/|Sitka]] |Sitka team | CCSA ver.3.0 | Nov 2007 to date | 1.6.0.0 | DocBook HTML and PDF| | [[http://mlcnet.org/wiki/index.php/Michigan_Evergreen_User_Manual|Michigan Evergreen Project]] | Evette Atkin/Megan Dudek | Free to use and adapt | May 2010 | 1.6.0.0 | Available in MS Word or PDF| | [[http://www.in.gov/library/3380.htm|Evergreen Indiana]] | Cataloging Manual: Sarah Childs, Other: Various authors, contact Catherine Lemmer | Other Evergreen users are welcome to use and adapt materials as they see fit | Various dates: 10/2008-2/2009 Some more recent things not yet published to web. | 1.2.3.1, some 1.6 | PDF ; Cataloging Manual original documents in Word | | [[http://www.innisfil.library.on.ca/tsuga/index.php?ID=234&MID=224|Tsuga]] Innisfil Public Library, ON ,Canada | Mandy Pethick, Debra Mann | Other libraries are welcome to use and adapt the manuals as they see fit. | unknown | 1.2 series | PDF, Word, Flash videos | | [http://evergreen-ils.org/docs/conifer/] Project Conifer for Ontario University Libraries|Training documents adapted from Sitka documents. Dan Scott of Conifer wrote technical notes.Contact at Conifer is Karen Foster |Other libraries are welcome to use|2009|1.4.0.4|Word | | [[http://plum.pls-net.org/twiki/bin/view/Evergreen/WebHome | Pioneer Library System]] end-user documentation for: circ, holdings, OPAC, etc, incl. PDF format quick guides; training guides | Lindsay Stratton, training {at} pls-net.org | CCASA 3.0 | Spring / Summer 2010 | v.1.6.0.3 | wiki topics; PDF (Word 2007 versions avail on request) | ===== Server Installation ===== === Conceptual View === | ^ Open-ILS DokuWiki ^ Format ^ Create/Update Date ^ |Structural Overview|[[http://open-ils.org/documentation/OpenILS_Structural_Overview.png|OpenILS Structural Overview]]| PNG image|last updated on 18 Oct 2004 | |Server Architecture|[[http://open-ils.org/documentation/OpenSRF_Server_Architecture.jpg|OpenSRF Server Architecture]]| JPEG image| last updated on 09 Apr 2007| |Database Schemas|[[http://open-ils.org/documentation/evergreen_1.1.3_erd.html|Index of Postgres schemas and databases for Evergreen server]] | | created on 2007-04-04| |OpenSRF Schema|[[http://www.open-ils.org/dokuwiki/doku.php?id=osrf-devel:primer|OpenSRF Primer]]| | last updated on 2007/04/16| === Installing Prerequisites === | ^ Open-ILS DokuWiki ^ Create/Update Date ^ ^ OpenSRF|[[http://evergreen-ils.org/blog/?p=21|Birth of the OpenSRF]] - blog entry, not a dokuwiki page|created on February 7th, 2005 | | |[[http://evergreen-ils.org/blog/?p=36|OpenSRF and Jabber]] - blog entry, not a dokuwiki page| created on September 29th, 2005 | | |[[http://www.open-ils.org/dokuwiki/doku.php?id=osrf-devel:user_s_guide|OpenSRF user guide]] | unfinished; last updated on 2007/11/06| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=feature_list_opensrf_1_0_6|OpenSRF 1.0.6 New Features]] | last updated on 2009/04/22| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=backend-devel:backend_api|OpenSRF API]] | last updated on 2006/06/10| | ||| ^ Ejabbberd|[[http://www.open-ils.org/dokuwiki/doku.php?id=ejabberd|Quick install, install from the source, and configuration]]|last updated on 2008/05/21| | ||| ^ Postgres|[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_postgresql|Installing Postgres]]|last updated on 2007/05/21| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=open-ils:evergreenv1:server_installation:installing_postgresql|Installing Postgres]] (different page, identical content)|last update on 2006/03/31| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_postgresql_on_debian|Installing Postgres 8.1 on Debian]]|last updated on 2007/04/16| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=postgresql:8.2:debian&s[]=postgres|Installing Postgres 8.2.12 from the source on Debian and Ubuntu]]|last updated on 2009/04/30| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_postgresql_on_rh_fc|Installing Postgres 8.1.1 on Red Hat and Fedora Core]]|last updated on 2007/04/25| | ||| ^ Apache|[[http://www.open-ils.org/dokuwiki/doku.php?id=open-ils:evergreenv1:server_installation:installing_apache2|Installing Apache 2.0.x with SSL enabled]]|last updated on 2006/03/31| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_apache2|Installing Apache2 with SSL enabled]] (different page, identical content)|last updated on 2006/01/16| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=configuring_apache2|Built parameters for test Apache2]] (parameters differ from the two pages above)|last updated on 2006/05/25| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_apache2_on_debian|Installing Apache2 on Debian]]|last updated on 2006/01/04| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_apache2_and_mod_perl2_on_debian|Installing Apache2 and mod_perl on Debian]]|last updated on 2007/03/07| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_apache2_and_mod_perl2_on_rh_fc|Installing Apache2 and mod_perl on Red Hat and Fedora Core]]|last updated on 2007/04/25| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=generic_apache2_configs|Generic Apache configuration]]|last updated on 2007/10/28| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=starting_apache|Starting Apache]]|last updated on 2007/07/02| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:security:apache|Securing Apache]] (only a stub of a page) |last updated on 2006/01/08| | ||| ^ mod_perl|[[http://www.open-ils.org/dokuwiki/doku.php?id=installing_mod_perl2|Intalling mod_perl2]]|last update on 2005/12/17| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=open-ils:evergreenv1:server_installation:installing_mod_perl2|Installing mod_perl2]] different page, identical content|last updated on 2006/03/31| | ||| ^ Perl modules|[[http://www.open-ils.org/dokuwiki/doku.php?id=perl_modules|List of Perl modules required by OpenSRF and Evergreen servers]]|last updated on 2008/01/06| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=perl_modules_on_debian|Installing Perl modules on Debian]]|last updated on 2007/10/03| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=perl_modules_on_rh_fc|List of required Perl modules and their installation procedures on Red Hat and Fedora Core]]|last updated on 2007/10/03| === Evergreen Server Installation === | ^ Open-ILS DokuWiki ^ Update Date ^ |Installation|[[http://evergreen-ils.org/dokuwiki/doku.php?id=generic_installation_information|Generic Installation Information]] - contains information on installing prerequisites (PostgreSQL, Apache2, Ejabberd), OpenSRF, and Evergreen servers; on editing config files, testing the installation, and installing the client|2008/02/14| | |[[http://evergreen-ils.org/dokuwiki/doku.php?id=server_installation#distribution-specific_install_information|Distribution Specific Instructions]] - contains information on installing Evergreen 1.4 on Ubuntu and Debian; and Evergreen 1.2 on Ubuntu, Debian and Gentoo|2009/05/18| |Configuration|[[http://evergreen-ils.org/dokuwiki/doku.php?id=server_installation#configuring_the_system|Configuring the system]]|2009/02/26| |Upgrading|[[http://evergreen-ils.org/dokuwiki/doku.php?id=server_installation#upgrading|Evergreen and OpenSRF Server Upgrade Instructions]]|2009/02/11| |Troubleshooting|[[http://evergreen-ils.org/dokuwiki/doku.php?id=server_installation#troubleshooting|Troubleshooting]] - contains information on compiling, start up and catalog searching errors|2009/03/11| |Backing Up|[[http://open-ils.org/dokuwiki/doku.php?id=evergreen-admin:maintenance:backups|Backing up your Evergreen system]]|2008/06/28| |Z39.50 Server| [[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:sru_and_z39.50|SRU & Z39.50 Setup and Testing]]|2009/07/11| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=z39.50_targets|Z39.50 Example Targets]]|2009/04/17| | || |Firewall|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:security:firewall|Security Considerations: firewall]] |2007/10/03| |Internationalization|[[http://www.open-ils.org/dokuwiki/doku.php?id=backend-devel:i18n|i18n Technical Details]] |2009/03/13| ===== OPAC ===== | ^ Open-ILS DokuWiki ^ Last Update Date ^ | Testing|[[http://www.open-ils.org/dokuwiki/doku.php?id=testing_the_opac|Testing OPAC after Evergreen installation]] | 2005/08/15 | | Customizing|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:opac|Evergreen 1.2.0 OPAC Customization on Ubuntu 7.04]] |2007/10/29| | APIs|[[http://www.open-ils.org/dokuwiki/doku.php?id=opac:dynamic_api|HTTP API for dynamic queries]] |2008/12/07| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=scratchpad:supercat_opac_example|Evergreen API for the client side bib. data rendering (Evergreen 1.4.0 and later - Firefox only)]] | 2009/04/28| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=backend-devel:supercat:examples&s[]=supercat|Supercat API]] |2008/11/12| | |[[http://www.open-ils.org/dokuwiki/doku.php?id=osrfhttp:opensrf_gateway|Calling OpenSRF from the browser]] |2008/03/25| | ||| | Internationalization|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customizations:i18n|OPAC and Staff Client customization i18n]] |2009/02/12| | Relevancy ranking|[[http://www.open-ils.org/dokuwiki/doku.php?id=scratchpad:opac_demo|Search relevancy ranking mechanism]] |2006/05/16| | Searching|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:how_to_search_the_opac|How to search OPAC (from Evergreen end user documentation)]] |2006/08/17| | My Account|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:my_account_area|My Account area (from Evergreen end user documentation)]] |2008/04/19| | Holds|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds|User holds in the OPAC and in the staff client]] |2008/04/21| | Bookbags|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:bookbags|Bookbags (from Evergreen end user documentation)]] |2009/06/08| | Bookmarklet|[[http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-user:find_it_at_the_library_-_bookmarklet_to_search_evergreen_from_amazon.com|Evergreen Bookmarklet]] (Shouldn't we use LibX instead?)|2008/03/25| * Searching the OPAC (Basic search, Copy Summary/Shelf Browser/Table of Contents/MARC Record tabs, Advanced search) Michigan Evergreen Project Manual, pages 6-41 * My Account functionality (logging in, changing password, Account Summary/Items Checked Out/Items on Hold/Fines/Account Preferences/My Bookbags tabs), Michigan Evergreen Project Manual, pages 42-74 Changing passwords, usernames, email adddress in My Account 167-175 * Grand Rapids staff training site includes OPAC help at http://mlcnet.org/wiki/index.php/Grand_Rapids_Public_Library_Training_Documents * OPAC help at http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Using%20the%20OPAC.pdf This document is also what our production OPAC Help button links to on Sitka website. Sitka, BC * OPAC help also available in circulation lesson at http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Introduction%20to%20Circulation.pdf Sitka, BC * Sitka has tip sheets on using OPAC My Account with different browsers and managing your OPAC in library at http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/sitka-evergreen-tip-sheets * Tsuga has some Flash [[http://www.innisfil.library.on.ca/tsuga/index.php?ID=231&MID=221|videos]]: Basic search, Advanced search and My account. They also have a [[http://www.innisfil.library.on.ca/userfiles/file/Tsuga%20OPAC%20Manual.pdf|staff OPAC manual]] (PDF). ===== Staff client ===== | ^ Open-ILS DokuWiki ^ Michigan ^ | Downloading the staff client | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client|Installing and Running the stuff client (under Linux, Mac and Windows)]] | pp.597-599 | | Registering workstations | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:workstation_names|Workstation Names]] | p. 599 | | Navigating (menus, tabbed browsing, keyboard shortcuts) | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:navigating_a_tabbed_interface|Navigating a Tabbed Interface]] | pp. 85-86 | * Staff client basics (Registering workstations, first time login, logging in, basic keyboard shortcuts, using tabbed browsing), Michigan Evergreen Project Manual, pages 76-86, * Internal tip sheets on downloading and registering for first time. Sitka, BC. * Navigating client is covered in circulation lesson at http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Introduction%20to%20Circulation.pdf Sitka, BC * Indianna lesson installing the staff client http://www.in.gov/library/3380.htm * Staff client basics at Grand Rapids site http://mlcnet.org/wiki/index.php/Grand_Rapids_Public_Library_Training_Documents ===== Circulation ===== | ^ Open-ILS Dokuwiki ^ Michigan ^ Sitka ^ Indiana ^ Tsuga ^ | Checking out items | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:checkout|Checkout]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:pre-cataloged_material_checkout|Pre-cataloged Material Checkout]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:non-cataloged_material_checkout|Non-cataloged Material Checkout]] | pp. 88-98 |Circ lesson, p. 18 | [[http://www.in.gov/library/files/evergreen_indiana-item_checkout.pdf|Check out pdf]]| Video: Checking Out & Editing Due Date, Manual: p. 14 | | Checking in items | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:checkin|Checkin]] | pp. 99-108 | p. 21 | [[http://www.in.gov/library/files/evergreen_indiana-item_checkin.pdf|Check in pdf]] | | | Renewing items | | pp. 99-102 | | | Video: Renewing items, Manual: p. 16 | | Recording in-house use | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:in-house_use|In-house use]] | pp. 119-121 | p. 22 | | | | Counting circ of non-cataloged items | | pp. 123-126 | p. 20 | | | | Renewing items | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:renewals|Renewals]] | | | | | | Showing item status | | p. 112 | p. 25 | | | | Lost or missing materials | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:lost_and_missing_materials|Lost and missing materials]] | | | | | | | Patron registration | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:patron_registration_and_maintenance|Patron registration adn maintenance]] | p. 137 | pp. 4-17 |[[http://www.in.gov/library/files/evergreen_indiana-registeringpatrons.pdf|Registering patrons pdf]] | Video: Registration, Manual: pp. 5-9 | | Searching/retrieving patron record | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:searching_the_patron_database|Searching the patron database]] | p. 158 | pp.4-17 | | Video: Search for customer record, Retreiving customer record, Manual: p. 10-13 | | Lost patron cards | | p. 198 | pp. 4-17 | | Video: Lost Card & Resetting Password, Manual: p. 27 | | Renewing an expired patron card | | | | | Video: Renewing an expired patron card, Manual: p. 27 | | Adding multiple barcodes to patron record | | p. 200 | tip sheet | | | | Selecting active patron barcode | | p. 207 | tip sheet | | | | Holds | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds|Holds]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds_pull_list|Holds pull list]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds_shelf_list|Holds shelf list]] | pp. 209-262| pp. 28-44 | [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter4.pdf|CTM Ch. 4]], [[http://www.in.gov/library/files/evergreen_indiana-cancelhold.pdf|Canceling holds pdf]], [[http://www.in.gov/library/files/Evergreen_Indiana_Retarget_Holds.pdf|Retargeting holds pdf]], [[http://www.in.gov/library/files/evergreen_indiana-holdqueue.pdf|Viewing Hold queue pdf]] | Video: Holds - Placing a Hold, Manual: pp. 18-24 | | Alerts | | pp. 262-284 | p. 13 | | | | Barring patrons | | pp. 285-295 | pp. 4-17 | | | | Fines and bills | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:bills_and_fines|Bills and fines]] | pp. 249-260 | pp. 4-17 | [[http://www.in.gov/library/files/evergreen_indiana-billing.pdf|Billing pdf]] | | | Credits | | pp. 296-312 | tip sheet | | | | Obtaining Damaged Items for Processing (Copy alerts) | | pp. 321-332 | p. 26 | | | | Offline circ (using) | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:offline_mode|Offline mode]] | pp. 333-342 | from open.ils.org | [[http://www.in.gov/library/files/evergreen_indiana-offline.pdf|Offline tutorial pdf]] | | | Offline circ (uploading and processing transactions) | [[http://www.docolib.org/Testing/Evergreen/HowTo-Evergreen-StandaloneMgr.html|Creating and processing sessions]], [[http://www.docolib.org/Testing/Evergreen/HowTo-Evergreen-StandaloneStaff.html|Uploading transactions to a session]] | pp. 605-609 | See uploading lesson online|[[http://www.in.gov/library/files/evergreen_indiana-offline.pdf|Offline tutorial pdf]] | | | Recording ILL transactions | | pp. 343-368 | tip sheet | | | ===== Cataloging ===== Sitka's cataloguing documents * Searching the Database for Catalouging Purposes http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Searching%20the%20Database%20for%20Cataloguing%20Purposes.pdf * Adding Holdings to Title Records http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Adding%20Holdings%20to%20Title%20Records.pdf * Importing Records via the Z39.50 Interface http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Importing%20Records%20Via%20Z39.50%20Interface.pdf * Working with the MARC Editor http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Working%20with%20the%20MARC%20Editor.pdf * Creating and Using Cataloguing (Item) Templates http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Cataloguing%20Templates.pdf * Using Buckets http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Using%20Buckets.pdf *Viewing Buckets http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Viewing%20Buckets.pdf * Merging Bibliographic Records http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Merging%20Bibliographic%20Records.pdf ^ ^ Open-ILS DokuWiki ^ Michigan ^ Sitka ^ Indiana ^ | Local cataloging policy | | pp. 370-377 |forthcoming| [[http://www.in.gov/library/3386.htm|Procedure Guide]] & [[http://www.in.gov/library/files/Catalog_Policy_111408.pdf|Cataloging Policy]] | | Searching the catalog in the staff client | | pp. 378-384 |Lesson online|[[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter2.pdf|Cataloging Training Manual Ch. 2]] | | Identifying local holdings (Holdings Maintenance) | | pp. 385-387 |Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_3.pdf|CTM Ch. 3]] | | Attaching holdings to existing bib records | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:adding_and_maintaining_copies_and_volumes|Adding and Maintaining Copies and Volumes]] | pp. 388-390 |Lesson online| [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter5.pdf|CTM Ch. 5]] [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter23.pdf|CTM Ch. 23]] (ch. 23--magazines) | | Editing copy records | | pp. 391-416 |pp.26 of Circulation lesson| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_7.pdf|CTM Ch. 7]] | | Copy editor templates | | pp. 417-423 | Lesson online| [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter6.pdf|CTM Ch. 6]] | | Replacing barcodes | | pp. 424-426 |tip sheet| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_20.pdf|CTM Ch. 20]] | | Adding multiple holdings | | pp. 427-432 |tip sheet| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_9.pdf|CTM Ch. 9]] version 1.6 | | Adding holdings to multiple libraries | | pp. 433-437 |tip sheet| coming soon | | Printing spine and pocket labels | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printing_spine_labels|Printing spine labels]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printing_pocket_labels|Printing pocket lables]] | pp. 438-450 |from open-ils.org, internal tip sheet| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_11.pdf|CTM Ch. 11]] | | Deleting copies | | pp. 451-456 |tip sheet| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_18.pdf|CTM Ch. 18]] | | Adding records using Z39.50 | | pp. 463-481 |Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_12.pdf|CTM Ch. 12 ]] version 1.6| | Importing batches of records | | pp. 482-496 |in 1.6|coming soon| | Manually creating MARC records | | pp. 504-510 |tip sheet| [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter16.pdf|CTM Ch. 16]] | | Editing MARC records | | | | [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter14.pdf|CTM Ch. 14]] | | Overlaying records | | pp. 511-522 |tip sheet| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_13.pdf|CTM Ch. 13]] | | Merging records using record buckets | | pp. 523-535 | Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_19.pdf|CTM Ch. 19]] version 1.6 | | Creating Item and Record Buckets | | pp. 536-554 |Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_17.pdf|CTM Ch. 17]] & [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_19.pdf|Ch. 19]] version 1.6 | | Adding to buckets | | pp. 549-554 |Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_17.pdf|CTM Ch. 17]] & [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_19.pdf|Ch. 19]] version 1.6 | | Processing buckets | | pp. 555-570 |Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_17.pdf|CTM Ch. 17]] & [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_19.pdf|Ch. 19]] version 1.6| | Deleting buckets | | pp. 571-582 |Lesson online| [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_17.pdf|CTM Ch. 17]] & [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_19.pdf|Ch. 19]] version 1.6 | | Processing Pre-Cat materials | | pp. 583-588 | pp.19 circulation lesson| [[http://www.in.gov/library/files/Cataloging_Training_Manual_Chapter22.pdf|CTM Ch. 22]] version 1.6 | | Editing Call Numbers/Volumes | | | |[[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_8.pdf|CTM Ch. 8]] | | Tranferring Volumes and items | | | | [[http://www.in.gov/library/files/EI_Cataloging_Training_Manual_Chapter_10.pdf|CTM Ch. 10]] | ===== Admin (-) menu ===== | ^ Open-ILS DokuWiki ^ Michigan ^ | Changing operators | | pp. 603-304 | | Offline transaction management | | pp. 605-608 | | Download offline patron list | | p. 609 | | User permission editor | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:advanced_staff_and_permission_management|Advanced staff and permissions editor (nothing here really)]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list|Permissions list]] | p. 667-669 | | Receipt template editor | | pp. 611-614 | | Survey wizard | | p. 633 | | For developer | | p. 671 | ===== Local System Admin ===== *Sitka's Local System Administration lesson available at http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Local%20System%20Administration.pdf *Surveys http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Surveys.pdf *Sitka's Reports Lessons *Reports Training http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Reports%20Training.pdf *Running Recurring Reports http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Running%20Recurring%20Reports.pdf *Using Shared Templates to Run Reports http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Using%20Shared%20Templates%20to%20Run%20Reports.pdf *Transit Reports http://sitka.bclibraries.ca/documentation/sitka-evergreen-user-documentation/Transit%20Reports.pdf | ^ Open-ILS DokuWiki ^ Michigan ^ | Global font and sound settings | | p. 615 | | Printer settings editor | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printer_settings|Printer settings]] | p. 616 | | Closed dates editor | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:library_holidays|Library holidays]] | p. 617 | | Copy locations editor | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:shelving_locations|Shelving locations]] | pp. 618-620| | Library settings editor | | pp. 621-624| | Non cataloged types editor | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:non_cataloged_types|Non cataloged types]] | p. 625 | | Statistical categories editor | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:statistical_categories|Statistical categories]] | pp. 626-628| | Pull list for holds requests (classic) | | | | Reports | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:quick_and_dirty_i_just_want_some_numbers|Quick and Dirty, I just want some numbers]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:glossary_of_terms_and_paths|Glossary of terms and paths]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:templates_definitions_and_reports|Templates, definitions, and reports]], [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:step_by_step_example_templates_to_create|Step by step example of templates to create]] | pp. 634-651| | Cash reports | | p. 652 | | Transit list | | p. 653 | ===== Misc ===== | ^ Open-ILS DokuWiki ^ | Registering staff client to different working locations | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:registering_staff_client_to_different_working_locations|Registering staff client to different working locations]] | | Barcode scanners | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:barcode_scanners|Barcode scanners]] | | Amazon.com bookmarklet | [[http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:find_it_at_the_library_-_bookmarklet_to_search_evergreen_from_amazon.com|Amazon.com bookmarklet]] |