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advocacy:evergreen_walk-through_script [2007/11/29 10:20] – Link some of the missing items to wip pages dbsadvocacy:evergreen_walk-through_script [2022/02/10 13:34] (current) – external edit 127.0.0.1
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 +======Evergreen walk-through script======
 +//This script contributed by Dan Scott, Laurentian University, based on a presentation to the library in October 2007 - feel free to annotate, add to, or improve!//
  
 +===== Intro: what's going on! =====
 +  * Georgia PINES background
 +  * Evergreen is born (Y2K, 2004 project green light, 2006 go-live)
 +  * Community is growing
 +
 +===== Catalogue =====
 +  * Basic search:
 +    *  Relevance-ranked results
 +    *  ANDed by default
 +    *  Search syntax like Google [cats dogs] vs. [cats -dogs] vs. ["cats and dogs"]
 +    * No stopwords: "To be or not to be", "it" on title
 +  * Results:
 +    * Facets (subjects, authors, series)
 +    * Spell check (search for "zoup")
 +    * Shelf browse
 +    * Place hold (volume-level hold in catalogue, item holds currently only through staff client)
 +    * Added content is supported
 +  * Advanced search:
 +    * Reorder search results
 +    * Limit by form, type, language, audience
 +  * Bookbags
 +    * Shared (in catalogue or via RSS) or private use only
 +    * No practical limit on number of bookbags or items in bookbaks
 +
 +=====Administration interfaces =====
 +  * Basic configuration interfaces
 +  * Pretty Django interface
 +
 +===== Staff client =====
 +  * Log in / registration
 +  * Offline mode
 +  * Circulation
 +    * Checkout / Discharge
 +    * Patron registration
 +    * Receipt printing
 +  * Cataloging
 +    * Z39.50 copy cataloging
 +    * Manual adjustments to record
 +    * New records from templates
 +    * Basic authority support
 +  * Reporting
 +    * Walk through data relationships, transforms
 +    * Basic graphing capabilities
 +    * CSV / Excel output (no stupid field truncation / forced page headers!)
 +    * Scheduler, email delivery
 +
 +=====What's missing (from an academic library perspective)?=====
 +  * [[scratchpad:acq_serials|Acquisitions]]
 +  * [[scratchpad:acq_serials|Serials]]
 +  * ERM
 +  * [[features:academic reserves|Academic reserves]]
 +  * A good bulk record import interface
 +  * Authority maintenance interface
 +  * [[evergreen-admin:customizations:i18n|Bilingual staff client]]

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