This functionality will be available in Evergreen version 2.2.

Abstract

In Evergreen versions preceeding 2.2, all users with cataloging privileges could view all of the Z39.50 servers that were available for use in the staff client. In Evergreen version 2.2, you can use a permission to restrict users’ access to Z39.50 servers. You can apply a permission to the Z39.50 servers to restrict access to that server, and then assign that permission to users or groups so that they can access the restricted servers.

Table of Contents

• Administrative Settings
• Restrict Z39.50 Sources by Permission Group

Administrative Settings

You can add a permission to limit use of Z39.50 servers, or you can use an existing permission.

Add a new permission:

1) Create a permission at the database level.

2) Click Admin → Server Administration → Permissions to add a permission to the staff client.

3) In the New Permission field, enter the text that describes the new permission.

4) Click Add.

5) The new permission appears in the list of permissions.

Restrict Z39.50 Sources by Permission Group

1) Click Admin → Server Administration → Z39.50 Servers

2) Click New Z39.50 Server, or double click on an existing Z39.50 server to restrict its use.

3) Select the permission that you added to restrict Z39.50 use from the drop down menu.

4) Click Save.

5) Add the permission that you created to a user or user group so that they can access the restricted server.

6) Users that log in to the staff client and have that permission will be able to see the restricted Z39.50 server.

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 you to replace a catalog record with a record obtained through a Z39.50 search. No new permissions or administrative settings are needed to use this feature.

To Overlay an Existing Record via Z39.50 Import:

1) Click Cataloging → Import Record from Z39.50

2) Select at least one Service in addition to the Local Catalog in the Service and Credentials window in the top right panel.

3) Enter search terms in the Query window in the top left panel.

4) Click Search.

5) The results will appear in the lower window.

6) Select the record in the local catalog that you wish to overlay.

7) Click Mark Local Result as Overlay Target

8) A confirmation message appears. Click OK.

9) Select the record that you want to replace the existing catalog record.

10) Click Overlay.

11) The record that you selected will open in the MARC Editor. Make any desired changes to the record, and click Overlay Record.

12) The catalog record that you want to overlay will appear in a new window. Review the MARC record to verify that you are overlaying the correct catalog record.

13) If the correct record appears, click Overlay.

14) A confirmation message will appear to confirm that you have overlaid the record. Click Ok.

15) The screen will refresh in the OPAC View to show that the record has been overlaid.

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 2.1.

Abstract

In Evergreen version 2.1, you can configure call number prefixes and suffixes in the Admin module. This feature ensures more precise cataloging because each cataloger will have access to an identical drop down menu of call number prefixes and suffixes that are used at his library. In addition, it may streamline cataloging workflow. Catalogers can use a drop down menu to enter call number prefixes and suffixes rather than entering them manually. You can also run reports on call number prefixes and suffixes that would facilitate collection development and maintenance.

Table of Contents

• Configure Call Number Prefixes
• Configure Call Number Suffixes
• Apply Call Number Prefixes and Suffixes

Configure call number prefixes:

Call number prefixes are codes that precede a call number.

To configure call number prefixes:

1. Select Admin → Server Administration → Call Number Prefixes.
2. Click New Prefix.
3. Enter the call number label that will appear on the item.
4. Select the owning library from the drop down menu. Staff at this library, and its descendant org units, with the appropriate permissions, will be able to apply this call number prefix.
5. Click Save.

Configure call number suffixes:

Call number suffixes are codes that succeed a call number.

To configure call number suffixes:

1. Select Admin → Server Administration → Call Number Suffixes.
2. Click New Suffix.
3. Enter the call number label that will appear on the item.
4. Select the owning library from the drop down menu. Staff at this library, and its descendant org units, with the appropriate permissions, will be able to apply this call number suffix.
5. Click Save.

Apply Call Number Prefixes and Suffixes

You can apply call number prefixes and suffixes to items from a pre-configured list in the Unified Volume/Copy Creator. See the document, Unified Volume/Copy Creator, for an example.

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 2.1.

Abstract

The cataloging module in Evergreen version 2.1 now includes a unified volume/copy creator that enables a user to create volumes and copies in a unified screen. This function consolidates the process of creating volume and copy records.

Table of Contents

• Administrative Settings
• Add volumes and items using the Unified Volume/Copy Creator

Administrative Settings

By default, the cataloging interface that existed in 2.0 will display in 2.1. To use the Unified Volume/Copy Creator, you must turn it on in the Admin module. You must log out of Evergreen and log back in for the changes to take effect.

To turn on the Unified Volume/Copy Creator:

1. Select Admin → Local Administration → Library Settings Editor
2. Scroll down to GUI: Unified Volume/Item Creator/Editor, and click Edit.
3. Select True to turn on the editor.

After you turn on the Unified Volume/Copy Creator, it will display, by default, in a vertical panel. You may display the Unified Volume/Copy Creator in a horizontal panel.

To choose the horizontal display of the Unified Volume/Copy Creator:

1. Select Admin → Local Administration → Library Settings Editor.
2. Scroll down to GUI: Horizontal layout for Volume/Copy Creator/Editor, and click Edit.
3. Select True to view the panel horizontally.
4. Log out of Evergreen and back in for the changes to take effect.

Add volumes and items using the Unified Volume/Copy Creator

The Unified Volume/Copy Creator enables you to edit call numbers and copy information in separate panes on a single, unified screen.

The Unified Volume/Copy Creator appears when you access the following links:

• Holdings Maintenance → Add items
• Holdings Maintenance → Add volumes
• Holdings Maintenance → Edit items
• Holdings Maintenance → Replace barcode
• Create New MARC Record → Fast Item Add
• Record Summary → Add Volumes. NOTE: The ability to Add Volumes from the Record Summary is also a new functionality in 2.1.

In the following example, you will use the Unified Volume/Copy Creator to add multiple volumes and copies to bibliographic record from the Holdings Maintenance screen:

1) Retrieve a record.

2) Click the Actions for this Record -→ Holdings Maintenance

3) On the Holdings Maintenance screen, highlight the branch(es) to which you would like to add volumes.

4) Right click, and click Add Volumes.

5) The Unified Volume/Copy Creator opens.

• The Record Summary appears in the top panel.
• The Copy Templates enables you to predefine copy settings. This panel displayed in the Copy Editor in 2.0.
• The Volume and Copy Creator enables you to add volumes and copies individually or in batch.
• The Copy Viewer enables you to set parameters for each copy.

6) A Classification and a Call Number appear for each volume.

7) You can add volume and copy information to each row individually or in batch. In the dark gray row, select a classification, prefix, call number, and suffix (if needed) from the drop down menus and apply those settings in batch to all of the volumes that you created. Click Apply.

8) Enter the number of copies and barcodes that you want to add. The barcodes that you enter will populate in the Copy Editor.

9) If desired, select a copy template from the template drop down menu, and click Apply. Changes to copies appear in green.

10) Make any other changes that you would like to make in the Copy Editor.

11) Click Create Volumes/Items.

12) The Holdings Maintenance screen will refresh to show the addition of the volumes and copies.

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 2.1.

Abstract

Monograph Parts enables you to differentiate between parts of monographs or other multi-part items. This feature enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc of a DVD set if they want to access a specific season or episode rather than an entire series.

Four new permissions are used by this functionality: CREATE_MONOGRAPH_PART, UPDATE_MONOGRAPH_PART, DELETE_MONOGRAPH_PART and MAP_MONOGRAPH_PART.  These permissions should be assigned at the consorial level to those groups or users that will make use of the features described below.

Table of Contents

• Add a monograph part to an existing record

To add a monograph part to an existing record in the catalog:

1) Retrieve a record.

2) Click Actions for this Record → Manage Parts

3) Click New Monograph Part

4) Enter the label that you want to appear to the user in the catalog, and click Save. This will create a list of monograph parts from which you can choose when you create a volume and copy.

5) Add a volume and copy. To add a volume and copy to your workstation library, click the Add Volumes link in the Record Summary at the top of the bibliographic record, or click Actions for this Record → Add Volumes.

To add a volume and copy to your workstation library or other libraries, click Actions for this Record → Holdings Maintenance → Add Volumes.

6) The Unified Volume/Copy Creator opens. Enter the number of volumes that you want to add to the catalog and the volume description.

7) Enter the number of copies and barcode(s) of each item.

8) Select the part designation from the drop down menu adjacent to the barcode field.

9) Apply a template to the copies, or edit fields in the Copy Editor.

10) Click Create Volumes/Items.

11) The Holdings Maintenance screen will refresh to demonstrate the addition of the volume, copy, and part. These fields also appear in the OPAC View.

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

Updated to include information on new permissions required to use these features.

Abstract

Prior to Evergreen version 2.1, items could be attached to only one bibliographic record. The Conjoined Items feature in Evergreen version 2.1 enables catalogers to link items to multiple bibliographic records. This feature will enable more precise cataloging. For example, catalogers will be able to indicate items that are printed back to back, are bilingual, are part of a bound volume, are part of a set, or are available as an e-reader pre-load.

This feature will also help the user retrieve more relevant search results. For example, a librarian catalogs a multi-volume festschrift. She can create a bibliographic record for the festschrift and a record for each volume. She can link the items on each volume to the festschrift record so that a patron could search for a volume or the festschrift and retrieve information about both works.

Table of Contents

• Use this Feature
• Permissions

In the example below, a librarian has created a bibliographic record for two bestselling items. These books are available as physical copies in the library, and they are available as e-reader downloads. The librarian will link the copy of the Kindle to the bibliographic records that are available on the e-reader.

Use this Feature

The Conjoined Items feature was designed so that you can link items between bibliographic records when you have the item in hand, or when the item is not physically present. Both processes are described here. The steps are fewer if you have the item in hand, but both processes accomplish the same task. This documentation also demonstrates the process to edit or delete links between items and bibliographic records. Finally, the permission a cataloger needs to use this feature is listed.

Scenario 1: I want to link an item to another bibliographic record, but I do not have the item in hand

1) Retrieve the bibliographic record to which you would like to link an item.

2) Click Actions for this Record → Mark as Target for Conjoined Items.

3) A confirmation message will appear. Click OK.

4) In a new tab, retrieve the bibliographic record with the item that you want to link to the other record.

5) Click Actions for this Record → Holdings Maintenance.

6) Select the copy that you want to link to the other bibliographic record. Right-click, or click Actions for Selected Rows → Link as Conjoined Items to Previously Marked Bib Record.7) The Manage Conjoined Items interface opens in a new tab. This interface enables you to confirm the success of the link, and to change the peer type if desired. The Result column indicates that you created a successful link between the item and the bib record.

The default peer type, Back-to-back, was set as the peer type for our item. To change a peer type after the link has been created, right-click or click Actions for Selected Items → Change Peer Type. A drop down menu will appear. Select the desired peer type, and click OK.

8) The Result column will indicate that the Peer Type [has been] Updated.

9) To confirm the link between the item and the desired bib record, reload the tab containing the bib record to which you linked the item. Click the link for Linked Titles.

10) To view the copy details, including the peer type, click Copy Details.

Items can be linked to multiple bibliographic records simultaneously. If you click the linked titles button in the copy details, then you will retrieve a list of bibliographic records to which this item is linked.

Scenario 2: I want to link an item to another bibliographic record, and I do have the item in hand

1) Retrieve the bibliographic record to which you would like to add the item.

2) Click Actions for this Record → Manage Conjoined Items.

3) A note in the bottom left corner of the screen will confirm that the record was targeted for linkage with conjoined items, and the Manage Conjoined Items screen will appear.

4) Select the peer type from the drop down menu, and scan in the barcode of the item that you want to link to this record.

5) Click Link to Bib (Submit).

6) The linked item will appear in the screen. The Result column indicates Success.

7) To confirm the linkage, click Actions for this Record → OPAC View.

8) When the bibliographic record appears, click Reload.  Linked Titles will show the linked title and item.

Scenario 3: I want to edit or break the link between a copy and a bibliographic record

1) Retrieve the bibliographic record that has a copy linked to it.

2) Click Actions for this Record → Manage Conjoined Items.

3) Select the copy that you want to edit, and right-click or click Actions for Selected Items.

4) Make any changes, and click OK.

Permissions

UPDATE_COPY – Link items to bibliographic records

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