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evergreen-docs:glossary [2018/05/07 09:25] – created lfloydevergreen-docs:glossary [2019/05/23 11:20] rjs7
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 This is the beginning of a Glossary of terms used in Evergreen.  Please place here any terms you want to define, or need defined.  This list will be the beginning of the Glossary for the Official Documents. This is the beginning of a Glossary of terms used in Evergreen.  Please place here any terms you want to define, or need defined.  This list will be the beginning of the Glossary for the Official Documents.
 +
 +=== Age hold protection === 
 +
 +=== Authority record === 
 +
  
 === Balance stop percent ===  === Balance stop percent === 
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 This gives you a warning that the fund is low when the specified percentage remains. You may specify any percent. For example, if you want to be warned when 90% of the fund has been spent, you would enter 90 in the field. When the fund reaches its Balance Warning Percent, it will appear in yellow when you apply funds to copies. This can be adjusted as needed throughout your fiscal year. This gives you a warning that the fund is low when the specified percentage remains. You may specify any percent. For example, if you want to be warned when 90% of the fund has been spent, you would enter 90 in the field. When the fund reaches its Balance Warning Percent, it will appear in yellow when you apply funds to copies. This can be adjusted as needed throughout your fiscal year.
  
 +=== Bibliographic Record ===
 +This is the record containing the Bibliographic description of a specific resource. It contains data elements necessary to help users identify and retrieve that resource. The format for the record is usually in MARC21 format. 
 +
 +=== Call Number ===
 +//Previously called: Volumes//
 +
 +The Call Number is typically an alphanumeric label indicating an item's subject matter and/or Shelving location.  The Owning Library is an attribute of the Call Number. The Call Number record allows libraries to use different classification systems and schema.
 +
 +=== Circulating Library ===
 +The Circulating library is the library in which the item normally resides. This is the library it transits back to. 
 +
 +=== Circulation Modifier ===
 +Circulation modifiers are fields used to control circulation policies on specific groups of items. They can be added to copies during the cataloging process.
 +
 +=== Control Set (Authority Control) ===
  
 === EDI === === EDI ===
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 === Encumbered === === Encumbered ===
 When you activate a purchase order, you have earmarked a certain amount of money out of a certain fund to pay for that purchase. Earmarking those funds is called encumbering funds or "encumbered". They cannot be spent elsewhere because they are intended for that purchase. When the invoice for that purchase arrives and payment is made to the provider, the funds become "spent" and are no longer encumbered. When you activate a purchase order, you have earmarked a certain amount of money out of a certain fund to pay for that purchase. Earmarking those funds is called encumbering funds or "encumbered". They cannot be spent elsewhere because they are intended for that purchase. When the invoice for that purchase arrives and payment is made to the provider, the funds become "spent" and are no longer encumbered.
 +
 +=== Floating Collection ===
 +A Floating Collection is a group of items that are not housed permanently at one specific library, but instead are shelved in the library where they were most recently checked in. 
  
 === Fund debit === === Fund debit ===
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 Rolling over funds would carry over encumbrances and/or remaining money from one fiscal year to another. Doing this requires that the fund be propagated. Rolling over funds would carry over encumbrances and/or remaining money from one fiscal year to another. Doing this requires that the fund be propagated.
  
 +=== Hard boundary ===
 +
 +=== Holdings ===
 +Usually collectively refers to Call Numbers and Items.
 +
 +=== Home Library ===
 +
 +=== Item ===
 +//Previously called: Copy//
 +
 +The individual item to be added to the catalog. This is the thing that is barcoded at a specific Call Number at a specific library.
 +
 +=== Library Setting ===
 +These settings are configurable per library by using the **Library Settings Editor** (under Administration -> Local Administration).
  
 === Line item ==== === Line item ====
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 === Line item detail ==== === Line item detail ====
-This is also known as a copy.+This is the Acquisitions information at the same level as an Item, and often connected to specific Item.
  
 === Line item status ==== === Line item status ====
 +
 +=== Non-cataloged item ===
 +Not to be confused with Pre-cataloged item
  
 === Order identifier === === Order identifier ===
 ISBN, ISSN, or UPC ISBN, ISSN, or UPC
  
 +=== Org Unit ===
 +See "Organizational Unit".
 +
 +=== Organizational Unit ===
 +Sometimes referred to simply as a "Library". Configurable under Administration -> Server Administration -> Organizational Units.
 +
 +=== Owning Library ===
 +
 +
 +
 +=== Pre-cataloged item ===
 +Not to be confused with Non-cataloged item
  
 === Provider === === Provider ===
 Same thing as a vendor. Same thing as a vendor.
 +
 +=== Proximity adjustment ===
 +
 +
 +=== Purchase order ===
 +This is a purchase order definition.
  
 === Receiver=== === Receiver===
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 Standard address number. Standard address number.
  
-=== Purchase order === +=== Soft boundary === 
-This is a purchase order definition.+ 
 +=== YAOUS === 
 +See "Library Setting".
  
 +=== Z39.50 ===
evergreen-docs/glossary.txt · Last modified: 2023/08/21 12:59 by dyrcona

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