Skip to content

Instantly share code, notes, and snippets.

@SnigdhaD
SnigdhaD / my_lists.adoc
Created September 8, 2014 17:40
evergreen_documentation

My Lists

The My Lists feature replaces the bookbag feature that was available in versions prior 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.

Create New Lists

1) Log in to your account in the OPAC.

@SnigdhaD
SnigdhaD / booking.adoc
Created September 8, 2014 17:51
evergreen_documentation

Booking Module

Creating a Booking Reservation

Only staff members may create reservations. A reservation can be started from a patron record, or a booking resource. To reserve catalogued items, you may start from searching the catalogue, if you do not know the booking item’s barcode.

To create a reservation from a patron record

@SnigdhaD
SnigdhaD / offline_mode.adoc
Created September 8, 2014 17:59
evergreen_documentation

Offline Transactions

Evergreen’s Standalone Interface / Offline Interface is designed to log transactions during network outage, which can be uploaded and processed once network operations are restored.

The terms Offline Interface and Standalone Interface mean the same thing: a separate program to handle simple circulation tasks while the network is down.

@SnigdhaD
SnigdhaD / offline_mode.adoc
Created September 8, 2014 18:04
evergreen_documentation

Offline Transactions

Evergreen’s Standalone Interface / Offline Interface is designed to log transactions during network outage, which can be uploaded and processed once network operations are restored.

The terms Offline Interface and Standalone Interface mean the same thing: a separate program to handle simple circulation tasks while the network is down.

@SnigdhaD
SnigdhaD / holds.adoc
Created September 8, 2014 18:05
evergreen_documentation

Holds Management

Placing Holds

Holds can be placed by staff in the Staff Client and by patrons in the OPAC. In this chapter we demonstrate placing holds in the Staff Client.

Holds Levels

@SnigdhaD
SnigdhaD / holds.adoc
Created September 8, 2014 18:05
evergreen_documentation

Holds Management

Placing Holds

Holds can be placed by staff in the Staff Client and by patrons in the OPAC. In this chapter we demonstrate placing holds in the Staff Client.

Holds Levels

@SnigdhaD
SnigdhaD / acquisitions_admin.adoc
Last active October 18, 2015 19:42
evergreen_doc

Acquisitions Administration

Acquisitions Settings

Several setting in the Library Settings area of the Admin module pertain to functions in the Acquisitions module. You can access these settings by clicking

@SnigdhaD
SnigdhaD / federated_search.adoc
Last active August 29, 2015 14:06
evergreen

The MARC Federated Search enables you to import bibliographic records into a selection list or purchase order from a Z39.50 source.

  1. Click Acquisitions → MARC Federated Search.

@SnigdhaD
SnigdhaD / migration.pod
Last active August 29, 2015 14:06
MigrationDancer2

Migration from Dancer1 to Dancer2

This document covers some changes that users will need to be aware of while upgrading from Dancer1 to Dancer2.

Apps

1. In Dancer2, each module is a separate application with its own namespace and variables. You can set the application name in each of your Dancer2 application modules. Different modules can be tied into the same app by setting the application name to the same value.

@SnigdhaD
SnigdhaD / Penalties.adoc
Last active August 29, 2015 14:06
Patron Penalties

Managing patron penalties and alerts

Normally, a penalty represents a kind of punishment. In Evergreen, however, a penalty is an action or alert related to a problem with a patron account. Some classes of Evergreen penalties are related to financial liabilities (Excessive fines, excessive money owed for other reasons like lost or damaged materials), while other Evergreen penalties are simply alerts to librarians about problems with a patron account such as an incorrect daytime telephonic number or invalid email address.

What are penalties?

Library staff with the appropriate permissions can assign penalties to a patron account relating to patron misbehavior in the system. Penalties can range from a simple alert when a patron tries to check out materials to completely blocking a patron’s ability to check out materials until that patron pays the fines that she owed to the library.