This feature is available in Evergreen version 2.2.

Abstract

The auto suggest feature suggestions for completing search terms as the user enters his search query. Ten suggestions are the default, but the number of suggestions is configurable at the database level. Scroll through suggestions with your mouse, or use the arrow keys to scroll through the suggestions. Select a suggestion to view records that are linked to this suggestion. This feature is not turned on by default. You must turn it on in the Admin module.

Table of Contents

• Enable this Feature
• Use this Feature

Enable this Feature

1) To enable this feature, click Admin → Server Administration → Global Flags.

2) Scroll down to item 10, OPAC.

3) Double click anywhere in the row to edit the fields.

4) Check the box adjacent to Enabled to turn on the feature.

5) The Value field is optional. If you checked Enabled in step 4, and you leave this field empty, then Evergreen will only suggest searches for which there are any corresponding MARC records.

If you checked Enabled in step 4, and you enter the string, opac_visible, into this field, then Evergreen will suggest searches for which there are matching MARC records with copies within your search scope. For example, it will suggest MARC records with copies at your branch.

6) Click Save.

Use this Feature

1) Enter search terms into the basic search field. Evergreen will automatically suggest search terms.

2) Select a suggestion to view records that are linked to this suggestion.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

The Acquisitions Load MARC Order Record interface enables you to add MARC records to selection lists and purchase orders and upload the records into the catalog. The Vandelay interface enables you to create specific match points between incoming MARC records and exisiting catalog records. Combining these two features enables you to track on order MARC records through the Acquisitions interface and to utilize the record matching mechanisms available in Vandelay.

The purpose of this documentation is to describe the interaction between Vandelay and the Acquisitions MARC Batch Upload interface. For detailed instructions on using the Acquisitions MARC Batch Upload interface, see the Evergreen Documentation Interest Group’s Book of Evergreen, 2.1 documentation, Chapter 5, Load MARC Order Records. For detailed instructions on using the Vandelay functions for record matching and importing, see the Evergreen Documentation Interest Group’s Book of Evergreen, 2.2 documentation, Chapter 7, Batch Importing MARC Records.

Table of Contents

• Use Cases for Vandelay Integration into Acquisitions
• Permissions to use this Feature

Use Cases for Vandelay Integration into Acquisitions

You can add items to a selection list or purchase order and ignore the Vandelay options, or you can use both acquisitions and cataloging functions. In these examples, you will use both functions.

Example 1: Using the Acquisitions MARC Batch Load interface, upload MARC records to a selection list and a Vandelay queue, and match queued records with existing catalog records.

In this example, an acquisitions librarian has received a batch of MARC records from a vendor. She will add the records to a selection list and a Vandelay record queue. A cataloger will later view the queue, edit the records, and import them into the catalog.

1) Click Acquisitions → Load MARC Order Records

2) Add MARC order records to a Selection list and/or a Purchase Order. Check the box to create a purchase order if desired.

3) Select a Provider from the drop down menu, or begin typing the code for the provider, and the field will auto-fill.

4) Select a Context Org Unit from the drop down menu, or begin typing the code for the context org unit, and the field will auto-fill.

5) Select a Selection List from the drop down menu, or begin typing the name of the selection list. You can create a new list, or the field will auto-fill.

6) Create a new record queue in Vandelay, or upload the records to an existing queue.

7) Select a Record Match Set.

8) Browse your computer to find the MARC file, and click Upload.

9) The processed items appear at the bottom of the screen.

10) You can click the link(s) to access the selection list or the import queue. Click the link to View Selection List.

11) Look at the first line item. The line item has not yet been linked to the catalog, but it is linked to a Vandelay record queue. Click the link to the queue to examine the MARC record.

12) The Vandelay interface opens in a new tab. The bibliographic records appear in the queue. Records that have matches are identified in the queue. You can edit these records and/or import them into the catalog, completing the process.

Example 2: Using the Acquisitions MARC Batch Load interface, upload MARC records to a selection list, and use the Vandelay options to import the records directly into the catalog. The Vandelay options will enable you to match incoming records with existing catalog records.

In this example, a librarian will add MARC records to a selection list, create criteria for matching incoming and existing records, and import the matching and non-matching records into the catalog.

1) Click Acquisitions → Load MARC Order Records.

2) Add MARC order records to a Selection list and/or a Purchase Order. Check the box to create a purchase order if desired.

3) Select a Provider from the drop down menu, or begin typing the code for the provider, and the field will auto-fill.

4) Select a Context Org Unit from the drop down menu, or begin typing the code for the context org unit, and the field will auto-fill.

5) Select a Selection List from the drop down menu, or begin typing the name of the selection list. You can create a new list, or the field will auto-fill.

6) Create a new record queue in Vandelay, or upload the records to an existing queue.

7) Select a Record Match Set.

8) Select Merge Profile → Match-Only Merge.

9) Check the box adjacent to Merge on Best Match.

10) Browse your computer to find the MARC file, and click Upload.

11) Click the link to View Selection List Line items that do not match existing catalog records on title and ISBN contain the link, link to catalog. This link indicates that you could link the line item to a catalog record, but currently, no match exists between the line item and catalog records. Line items that do have matching records in the catalog contain the link, catalog.

12) Complete the process by clicking the catalog link to view the line item in the catalog.

Permissions to use this Feature

IMPORT_MARC – Using Vandelay to create new bib records now requres the IMPORT_MARC permission (same as open-ils.cat.biblio.record.xml.import). If the permission fails, the queued record will fail import and be stamped with a new “import.record.perm_failure” vandelay import error

IMPORT_ACQ_LINEITEM_BIB_RECORD_UPLOAD – This allows interfaces leveraging Vandelay, such as Acquisitions, to create a higher barrier to entry. This permission prevents users from creating new bib records directly from the ACQ vendor MARC file upload interface.

Author: Sally Fortin, Equinox Software

This feature will be available in Evergreen version 2.2.

Abstract

The Copy Location Groups feature enables users to search groups of copy locations. Librarians may want to group copy locations by audience or genre, for example, to facilitate patron searches. Copy location groups may be comprised of copy locations at a single branch or across a consortium. These groups appear to users in the catalog’s org unit tree for easy searching.

Table of Contents

• Create a Copy Location Group
• Order Copy Location Groups
• Permissions to use this Feature

Create a Copy Location Group

1) Click Admin → Local Administration → Copy Location Groups.

2) At the top of the screen is a drop down menu that displays the org unit tree. Select the unit within the org tree to which you want to add a copy location group. The copy locations associated with the org unit appear in the Copy Locations column.

3) In the column, Location Groups, click New.

4) Choose how you want the copy location group to display to patrons in the catalog’s org unit tree in the OPAC. By default, when you add a new copy location group, the group displays in the org unit tree beneath any branches or sub-libraries of its parental org unit. In this example, the copy location group displays beneath its parental org unit.

If you check the box adjacent to Display above orgs, then the group will appear above the branches or sub-libraries of its parental org unit.

5) To make the copy location group visible to users searching the OPAC, check the box adjacent to Is OPAC visible?

6) Enter a Name for the copy location group.

7) Click Save. The name of the Copy Location Group appears in the Location Groups.

8) Select the copy locations that you want to add to the group, and click Add. The copy locations will populate the middle column, Group Entries.

9) The copy location group is now visible in the org unit tree in the catalog. Search the catalog to retrieve results from any of the copy locations that you added to the copy location group.

Order Copy Location Groups

If you create more than one copy location group, then you can order the groups in the org unit tree.

1) Click Admin → Local Administration → Copy Location Groups.

2) Three icons appear next to each location group. Click on the icons to drag the copy location groups into the order in which you would like them to appear in the catalog.

3)Search the catalog to view the reorder of the copy location groups.

Permissions to use this Feature

ADMIN_COPY_LOCATION_GROUP – Enables you to manage copy location groups.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

The SMS Text Messaging feature enables users to receive hold notices via text message. Users can opt-in to this hold notification as their default setting for all holds, or they can receive specific hold notifications via text message. Users can also send call numbers and copy locations via text message.

Table of Contents

• Administrative Setup
  • Enable Text Messages
  • Authenticate Patrons
  • Configure SMS Carriers
  • Configure Text Message Templates
• Receiving Holds Notices via Text Message
• Sending Call Numbers and Copy Locations via Text Message
• Permissions to use this Feature

Administrative Setup

You cannot receive text messages from Evergreen by default. You must enable this feature to receive hold notices and copy information from Evergreen via text message.

Enable Text Messages

1) Click Admin → Local Admin → Library Settings Editor.

2) Select the setting, Enable features that send SMS text messages.

3) Set the value to True, and click Update Setting.

Authenticate Patrons

By default, you must be logged into your OPAC account to send a text message from Evergreen. However, if you disable this setting, you can text message copy information without having to login to your OPAC account.

To disable the patron login requirmement:

1) Click Admin → Local Administration → Library Settings Editor.

2) Select the setting, Disable auth requirement for texting call numbers.

3) Set the value to True, and click Update Setting.

Configure SMS Carriers

A list of SMS carriers that can transmit text messages to users is available in the staff client. Library staff can edit this list, or add new carriers.

To add or edit SMS carriers:

1) Click Admin → Server Administration → SMS Carriers.

2) To add a new carrier, click the New Carrier button in the top right corner of the screen. To edit an existing carrier, double click in any white space in the carrier’s row.

3) Enter a (geographical) Region.

4) Enter the carrier’s Name.

5) Enter an Email Gateway. The SMS carrier can provide you with the content for this field. The $number field is converted to the user’s phone number when the text message is generated.

6) Check the Active box to use this SMS Carrier.

Configure Text Message Templates

Library staff control the content and format of text messages through the templates in Notifications/Action Triggers. Patrons cannot add free text to their text messages.

To configure the text of the SMS text message:

1) Click Admin → Local Administration → Notifications/Action Triggers.

2) Create a new A/T and template, or use or modify an existing template. For example, a default template, “Hold Ready for Pickup SMS Notification,” notifies users that the hold is ready for pickup.

3) You can use the default template, or you can edit the template and add content specific to your library. Click the hyperlinked name to view and/or edit the hold notice.

Receiving Holds Notices via Text Message

You can receive notification that your hold is ready for pickup from a text message that is sent to your mobile phone.

1) Login to your account.

2) Search the catalog.

3) Retrieve a record, and click the Place Hold link.

4) Select the option to retrieve hold notification via text message.

5) Choose an SMS Carrier from the drop down menu. NOTE: You can enter your SMS carrier and phone number into your Account Preferences to skip steps five and six.

6) Enter a phone number.

7) Click Submit.

Sending Copy Locations via Text Message

You can search the catalog for an item, and, after retrieving results for the item, click a hyperlink to send the copy location in a text message.

1) Login to your account in the OPAC.

NOTE: If you have disabled the setting that requires patron login, then you do not have to login to their accounts to send text messages. See Administrative Setup for more information.

2) Search the catalog, and retrieve a title with copies.

3) Click the Text link adjacent to the call number.

4) The text of the SMS Text Message appears.

5) Choose an SMS Carrier from the drop down menu. NOTE: You can enter your SMS carrier and phone number into your Account Preferences to skip steps five and six.

6) Enter a phone number.

7) Click Submit.

8) The number and carrier are converted to an email address, and the text message is sent to your mobile phone.

Permissions to use this Feature

ADMIN_SMS_CARRIER – Enables users to add/create/delete SMS Carrier entries.

Author: Sally Fortin, Equinox Software

This feature will be available in Evergreen version 2.2.

Abstract

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.

Table of Contents

• Permissions
• Record Display Attributes
• Record Match Sets
• Replace Mode
• Quality Metrics
• Import Records

Permissions

To use match sets to import records, you will need the following permission:

ADMIN_IMPORT_MATCH_SET

Record Display Attributes

This feature enables you to specify the tags and subfields that will display in records that appear in the import queue.

Record Match Sets

This feature enables you to create custom match points that you can use to accurately match incoming records with existing catalog records.

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.

1) Click Cataloging → MARC Batch Import/Export.

2) Create a new record match set. Click Record Match Sets → New Match Set.

3) Enter a name for the record match set.

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.

5) Select a Match Set Type from the drop down menu. You can create a match set for authority records or bibliographic records.

6) Click Save.

7) The screen will refresh to list the record match set that you created. Click the link to the record match set.

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.

9) Select a Record Attribute from the drop-down menu.

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.

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.

12) Click Ok.

13) Drag the completed match point under the folder with the appropriately-named Boolean folder under the Expression tree.

The match point will nest underneath the folder in the Expression tree.

14) Enter another Boolean Operator to further refine your match set.

15) Click Boolean Operator.

16) Select the OR operator from the drop down menu.

17) Click Ok.

18) Drag the operator to the expression tree.

19) Click MARC Tag and Subfield.

20) Enter a MARC tag on which you want the records to match.

21) Enter a subfield on which you want the records to match.

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.

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.

24) Click Ok.

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.

26) Add additional MARC tags or record attributes to build the expression tree.

27) Click Save Changes to Expression.

Replace Mode

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.

1) Create a working match point.

2) Click Enter replace mode.

3) Highlight the piece of the tree that you want to replace.

4) Drag the replacement piece over the highlighted piece.

5) Click Exit Replace Mode.

Quality Metrics

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.

2) You can create quality metrics based on the record attribute or the MARC Tag and Subfield.

3) Click Record Attribute.

4) Select an attribute from the drop down menu.

5) Enter a value for the attribute.

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).

7) Click Ok.

Import Records

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.

1) Select a Record Type from the drop down menu.

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.

3) Select a Record Match Set from the drop down menu.

4) Select a Holdings Import Profile if you want to import holdings that are attached to your records.

5) Select a Record Source from the drop down menu.

6) Select a Merge Profile. Merge profiles enable you to specify which tags should be removed or preserved in incoming records.

7) Choose one of the following import options if you want to auto-import records:

• 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.
• 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.

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.

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 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.

10) Browse to find the appropriate file, and click Upload. The files will be uploaded to a queue.

11) The screen will display records that have been uploaded to your queue.

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.

13) Click Back to Import Queue.

14) Check the boxes of the records that you want to import, and click Import Selected Records, or click Import All Records.

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.

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.

17) Search the catalog to confirm that the record was imported.

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

This feature will be available in Evergreen version 2.2.

Abstract

This feature enables users to receive items from an invoice. Staff can receive individual copies, or they can receive items in batch.

Table of Contents

• Receive Items in Batch
• Receive Specific Copies

Recieve Items in Batch (List Mode)

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.

1) Retrieve a purchase order.

2) Click Create Invoice.

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.

4) Click Save. You must choose a save option before you can receive items.

5) The screen refreshes. In the top right corner of the screen, click Receive Items.

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.

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.

8) Click Receive Selected Copies.

9) When you are finished receiving items, close the screen. You can repeat this process as you receive more copies.

Recieve Specific Copies (Numeric Mode)

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.

1) Complete steps 1-5 in the previous section.

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.

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.

4) Click Receive Selected Copies.

The screen will refresh. Copies that have not yet been received remain on the screen so that you can receive them when they arrive.

5) When all copies on an invoice have been recieved, a message confirms that no copies remain to be received.

6) The purchase order records that all items have been received.

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

This feature will be available in Evergreen version 2.2.

Abstract

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.

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.

Table of Contents

• Control Sets
• Thesauri
• Authority Fields
• Browse Axes
• OPAC Searching of Authorities
• Permissions to use this Feature

Control Sets

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.

To access existing control sets, click Admin → Server Administration → Authorities → Control Sets.

To add a control set:

1) Click Admin → Server Administration → Authorities → Control Sets.

2) Click New Control Set.

3) Add a Name to the control set. Enter any number of characters.

4) Add a Description of the control set. Enter any number of characters.

5) Click Save.

Thesauri

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.

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.

To add a Thesaurus:

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.

2) Click New Thesaurus.

3) Add a Thesaurus Code. Enter any single, upper case character. This character will be entered in the fixed fields of the MARC record.

4) Add a Name to the thesaurus. Enter any number of characters.

5) Add a Description of the thesaurus. Enter any number of characters.

Authority Fields

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.

To create an Authority Field:

1) Click Admin → Server Administration → Authorities → Control Sets.

2) Click Authority Fields. The number in parentheses indicates the number of authority fields that have been created for the control set.

3) Click New Authority Field.

4) Add a Name to the authority field. Enter any number of characters.

5) Add a Description to describe the type of data that should be entered in this tag. Enter any number of characters.

6) Select a Main Entry if you are linking the tag(s) to another entry.

7) Add a tag in the authority record.

8) Add a subfield in the authority record. Multiple subfields should be entered without commas or spaces.

9) Click Save.

10) Create the corresponding tag in the bibliographic record that should contain this information. Click the None link in the Controlled Bib Fields column.

11) Click New Control Set Bib Field.

12) Add the corresponding tag in the bibiographic record.

13) Click Save.

Browse Axes

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.

Create a new Browse Axis:

1) Click Admin → Server Administration → Authorities → Browse Axes

2) Click New Browse Axis.

3) Add a code. Do not enter any spaces.

4) Add a name to the axis that will appear in the OPAC. Enter any number of characters.

5) Add a description of the axis. Enter any number of characters.

6) Add a sorter attribute. The sorter attribute indicates the order in which the results will be displayed.

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.

8) Choose the control set to which you will add the axis. Click Authority Fields

9) Click the link in the Axes column of the tag of your choice.

10) Click New Browse Axis-Authority Field Map.

11) Select an Axis from the drop down menu.

12) Click Save.

OPAC Searching of Authorities

Patrons and librarians can browse authorities through the OPAC.

To search for Authorities:

1) Click Advanced Search in the OPAC.

2) Find the Authority Browse column in the left side of the screen.

3) Select a browse axis, and enter a keyword. The terms in the middle of the results list should yield the best match.

4) Click Submit.

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.

6) Click on the bolded text to view bibliographic records.

Permissions to use this Feature

To use authority control sets, you will need the following permissions:

• CREATE_AUTHORITY_CONTROL_SET
• UPDATE_AUTHORITY_CONTROL_SET
• DELETE_AUTHORITY_CONTROL_SET

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

This feature is available in Evergreen version 2.2.

Abstract

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.

Table of Contents

• Administrative Settings
• View Recent Staff Searches

Administrative Settings

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.

To configure the number of recent staff searches:

1. Click Admin → Local Administration → Library Settings Editor.
2. Scroll to OPAC: Number of staff client saved searches to display on left side of results and record details pages
3. Click Edit.
4. Select a Context from the drop down menu.
5. Enter the number of searches that you wish to save in the Value field.
6. Click Update Setting

If you do not want to save any searches, then you can turn off this feature.

To deactivate this feature:

1. Follow steps 1-4 (one through four) as listed in the previous section.
2. In the value field, enter 0 (zero).
3. Click Update Setting. This will prevent you from viewing any saved searches.

Recent Staff Searches

Evergreen will save staff searches that are entered through either the basic or advanced search fields. To view recent staff searches:

1. Enter a search term in either the basic or advanced search fields.
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.

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

This feature will be available in Evergreen version 2.2.

Abstract

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.

Table of Contents

• Create New Lists
• Create Notes for Items in Lists
• Place Holds on Items in Lists
• Share Lists

Create New Lists

1) Log in to your account in the OPAC.

2) Search for titles.

3) Choose a title to add to your list. Click Add to My List.

4) Scroll up to the gray row on top of the Search Results. Click View My List.

5) Items are added to a temporary list. Your temporary list appears at the bottom of the screen.

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.

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.

To move selected items into an existing list, check the box adjacent to the title, and highlight the list to which you will move the item.

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.

8) Click Submit.

9) The new list appears beneath the temporary list.

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.

11) Click Go.

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.

13) Click Edit to add or edit a note.

14). Enter desired notes, and click Save Notes.

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.

You can also download your list into a CSV file by clicking Download CSV.

16) When you no longer need a list, click Delete List.

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