http://open-ils.org/dokuwiki/ 2010-09-06T12:49:34-04:00 http://open-ils.org/dokuwiki/ http://open-ils.org/dokuwiki/lib/images/favicon.ico text/html 2009-12-07T17:22:53-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:action_trigger&rev=1260224573&do=diff Author: Bill Erickson Created on: Dec. 7, 2009 Important Concepts & Terminology IDL See the description in Dan Scott's Evergreen Workshop Hook A reference to an action within the ILS. This is how we indicate what types of behaviour we want to react to. Examples include “hold.available” (item became ready for pickup from the holds shelf) and “checkout.due” (circulating item is due). text/html 2006-06-22T18:32:18-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:adding_and_maintaining_copies_and_volumes&rev=1151015538&do=diff Adding Volumes and Copies Find the appropriate record to which the volume is to be attached. Searching the catalog can be accomplished from the Cataloging menu option -> Search the catalog, or by hitting F3. Select the appropriate title from the resulting hit list by clicking on it. text/html 2006-07-20T10:52:01-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:advanced_search&rev=1153407121&do=diff Access the Advanced Search by selecting the link from the bottom of the catalog entry page or from the left-hand sidebar of any catalog page. Here are some important quick facts to remember when searching the catalog. * All search terms are joined by and by default. So, a search for harry potter is seen in the system as harry and potter. * Boolean operators such as and, or, not are searched for regularly, and are not considered special. * Phrase searching is accomplished by double-quo… text/html 2007-03-24T02:27:07-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:advanced_staff_and_permission_management&rev=1174717627&do=diff FIXME This page should explain how to manage permissions. permission list text/html 2007-11-16T15:35:17-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:barcode_scanners&rev=1195245317&do=diff User Comments Although not required, barcode scanners are HIGHLY suggested for all computers running the Evergreen staff client. Technical Requirements Evergreen supports a “Keyboard Wedge”-type barcode scanner. This usually plugs in-line between the keyboard and the computer (for a PS2 version), or directly into a USB port. To the computer, it appears to be nothing more than a keyboard. When you scan an item, it appears to the computer that the numbers are being typed (albeit rapidly).… text/html 2006-07-19T16:59:37-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:bills_and_fines&rev=1153342777&do=diff Bills There are two ways Bills are created within a patron record: 1. Evergreen automatically creates bills. * If a patron has an item checked out and that item becomes overdue, then the patron will be billed by the system for each day the item is overdue. You can click on Full Details on the Bill itself to see the individual charges and the note indicating Overdue Fine. text/html 2009-06-08T14:09:57-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:bookbags&rev=1244484597&do=diff Bookbags * * * * * ---------- What are Bookbags? What are they used for? Bookbags are containers. They can be used for any number of purposes. For example, to keep track of what books you have read, books you would like to read, to maintain a class reading list, to maintain a reading list for a book club, to keep a list of books you would like for your birthday. There are an unlimited number of uses. text/html 2006-07-07T13:43:07-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:checkin&rev=1152294187&do=diff Checkin You can check in barcoded items by scanning their barcodes or entering the barcode numbers manually. Items without barcodes do not get checked in using Evergreen, see :!: in Non-Cataloged Material Checkout . 1. Check in an item using its barcode * Display a checkin tab by selecting Check In Items from the Circulation menu or by pressing F2 on the keyboard. * If you need to back date for bookdrop items, enter a date other than today's date in the Effective Date field. * Enter an… text/html 2006-08-17T10:07:23-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:checkout&rev=1155823643&do=diff Table of Contents User Comments Checkout You can check out items in the catalog by using the step-by-step instructions given below. The process involves identifying the patron, identifying the items, selecting a due date, and printing receipts for the patron. text/html 2009-12-08T09:46:12-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:configuring_a_proxy_for_the_staff_client&rev=1260283572&do=diff Here are some reasons you might want to send the staff client's network traffic through an SSH proxy: * Firewalls may be preventing you from reaching the server. This may happen when you are connecting the staff client to a test server that should not be available generally, or it may be the result of network design priorities other than ease of use. * You may wish to improve security when staff client traffic is susceptible to eavesdropping. This is especially true when wireless is othe… text/html 2009-12-07T14:50:16-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:evergreen_end-user_documentation&rev=1260215416&do=diff User Comments * Troubleshooting * Introduction * What is Evergreen? * The Parts of Evergreen * The Basics * Installing and Running the Staff Client * Workstation Names * Navigating a Tabbed Interface * Searching the Bibliographic Database * Searching the Patron Database text/html 2009-02-06T16:51:42-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:evergreen_guided_tour&rev=1233957102&do=diff This visual tour of Evergreen provides an overview of the software and demonstrates how to perform some key tasks. The tour was created using Wink and requires Adobe Flash Player to view. Staff Client * Logging In * Registering a New Patron * Replacing a Patron's Lost Card text/html 2006-07-19T15:18:56-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:evergreen_training_outline_-_circulation&rev=1153336736&do=diff The following link is an outline you may use to train circulation functions within the Evergreen staff client. [:evergreen-user:evergreen_training_outline.doc] text/html 2008-03-25T10:21:16-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:find_it_at_the_library_-_bookmarklet_to_search_evergreen_from_amazon.com&rev=1206454876&do=diff Find it at the Library Bookmarklet Jon Udell created a neat little tool to allow OPAC users to search for library holdings from Amazon. This bookmarklet (which looks like a bookmark, but is actually a piece of JavaScript that builds a URL based on the ISBN scraped from the current Amazon page) resides in the Bookmarks Toolbar (at least in Firefox); to use it, click on the bookmark while viewing a book page in Amazon. See <http://weblog.infoworld.com/udell/stories/2002/12/11/librarylookupGener… text/html 2009-04-03T13:42:23-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:glossary_of_terms_and_paths&rev=1238780543&do=diff Glossary of Terms Barcode – user’s account barcode Circ ID – a computer generated ID on a circulation to be used for counts of circulations. Circulation Duration – rule on the number of days a circulation modifier allows for checkout such as book checking out for 14 days text/html 2008-04-21T16:25:46-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds&rev=1208809546&do=diff The Holds system allows patrons to request books that are not currently available at their preferred library branch or system. Copies may be sent between branches and library systems to fill holds, and patrons are notified when the requested items are available at the requested pickup location. Those items are held in reserve for that patron for a specified amount of time. text/html 2006-06-21T19:27:48-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds_pull_list&rev=1150932468&do=diff The Evergreen Holds Pull List is accessed by clicking Circulation -> Pull List for Holds Requests. On this list you will find materials that the system shows currently available and on the shelf that need to be pulled to fulfill holds requests. Note that the Evergreen holds system is dynamic, and is constantly looking for materials to fill holds as quickly as possible. For this reason, it is possible by the time you go to the stacks, pull the book, come back to the workstation, and scan the item… text/html 2006-08-05T19:56:09-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:holds_shelf_list&rev=1154822169&do=diff Holds Shelf List The Holds Shelf List provides an interactive virtual view of a library's holds shelf. It is accessed in the staff client by clicking Circulation and then selecting Browse Holds Shelf. [:evergreen-user:holds-shelf.jpg] ---------- * Cancelling a hold If a patron never comes to pick up the item on hold, library staff can cancel the hold by right-clicking on the appropriate item in the list, and selecting Cancel Hold. This will cancel the hold and release the item. Staff mu… text/html 2006-08-17T10:19:52-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:how_to_search_the_opac&rev=1155824392&do=diff Table of Contents User Comments How to Search the OPAC The default OPAC search page for patrons is very simple. [Evergreen Simple Search] * It contains a single search box. * You can select to search by Keyword (default), Title, Author, Subject, or Series. * You can limit your search by format: Books, Large Print, Audiobooks, Video, Music, or Electronic Resources. * You can limit your search by library. In a library, the default is to search the current branch. You can also s… text/html 2006-06-22T21:38:40-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:in-house_use&rev=1151026720&do=diff In-House Use You can record the use of an item in the library. This may be useful for items such as reference books or any other cataloged and barcoded item that gets used inside the library but did not actually get checked out. 1. Record use * Display an in-house use tab by selecting Use In-House Items from the Circulation menu or by pressing F6 on the keyboard. * Enter the number of uses for an item and enter an item barcode using a barcode scanner or the keyboard. * Select the Submi… text/html 2010-05-20T11:00:00-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:installing_and_running_the_staff_client&rev=1274367600&do=diff Table of Contents User Comments Installing On Windows The staff client is available for download from the downloads section on the Open-ILS website at <http://www.evergreen-ils.org/downloads.php>. Download the staff client installer, and run it. A screen will appear that looks similar to this: text/html 2006-07-20T10:59:50-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:introduction&rev=1153407590&do=diff Table of Contents User Comments Welcome to the Evergreen Integrated Library System (ILS). Evergreen is open-source software, and is maintained and developed by the Georgia Public Library Service for the use of the PINES program. Anyone can download, modify, and use the software free of charge. Also, anyone can contribute and help the Evergreen software development effort. text/html 2006-06-22T11:48:34-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:library_holidays&rev=1150991314&do=diff The Evergreen Closed Dates Editor allows library administration to enter dates when the library is closed. Note that this interface is not meant to handle regular weekday closings. For example, if your library closes on Sundays and Wednesdays. As of the time of this writing, that is handled by the central administrator. Please inform your central administrator of these closed days. text/html 2006-06-21T20:04:22-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:local_system_administration_area&rev=1150934662&do=diff The Local System Administration Area is accessed by clicking the Admin menu in the upper-right, and selecting Local System Administration. [:evergreen-user:sys-admin-interface.jpg] There are 4 sub-interfaces, each covered in their own section of the documentation: text/html 2007-07-18T08:45:10-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:lost_and_missing_materials&rev=1184762710&do=diff Lost and Missing Materials First, a definition of each: * Lost materials are checked out and lost by a patron. * Missing materials are not checked out, but cannot be found in the library. Lost Materials To declare an item lost, first pull up the patron's account. Click on the Items Out button. In the Items Out listing, right-click on the appropriate item, and select Mark Lost (By Patron). Evergreen will bill the patron for the cost of the material, plus any local processing fees. text/html 2006-09-05T11:20:11-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:metrologic_ms951_default_scanner_pages&rev=1157469611&do=diff If your scanner is inserting a b in front of the barcode and trailing a d, then you will need to restore your scanner to its default properties. If your scanner is not automatically entering your barcode when scanning it in, then you will also need to restore the barcode to its default settings. text/html 2008-04-19T10:21:33-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:my_account_area&rev=1208614893&do=diff My Account Area The My Account Area allows a patron to view and make changes to his or her own account from any computer with Internet access. To access your account, begin at the OPAC search page, and click the link to My Account. You will be prompted to login by entering your username or library barcode and your password. If you have not used the My Account feature before, your password will be a number assigned to you at the time you signed up for your library card. If you do not know… text/html 2006-07-20T11:08:41-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:navigating_a_tabbed_interface&rev=1153408121&do=diff Table of Contents User Comments Like many popular current web browsers and other applications, Evergreen uses a “tabbed” interface. Tabs allow you to have several pages open at the same time in a single window. This is easier to manage on your computer screen than multiple windows, since you can easily switch between tabs in the same window. text/html 2006-08-17T10:10:32-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:non-cataloged_material_checkout&rev=1155823832&do=diff Table of Contents User Comments Non-Cataloged Material Checkout Enter non-cataloged items for checkout using the instructions below. Non-cataloged items are items without barcodes, such as paperback books, newspapers, magazines, computers, or other materials. To check out an item with a barcode, see Checkout. text/html 2006-09-01T11:32:56-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:non_cataloged_types&rev=1157124776&do=diff FIXME This documentation is out of date. More options are now available. In Evergreen, libraries may elect to create their own local non-cataloged item types. For example, you circulate non-cataloged paperbacks. These are items that do not have barcodes attached. When a new non-cataloged type is created in the Non-Cataloged Types Editor, it displays in the Circulation module, in the checkout screen. Staff can select the non-cataloged type from a drop down, enter the number of non-cataloged m… text/html 2006-08-31T17:33:17-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:offline_mode&rev=1157059997&do=diff FIXME This page needs to be fleshed and edited to be consistent with the rest of the documentation. Using Offline Mode If the network goes down, a library may use the Standalone Interface (also called Offline Interface) to handle simple tasks like checking in items, checking out items, and renewing items. When the network comes back up, a library can merge all the offline transactions into Evergreen's online database. text/html 2008-02-08T10:47:30-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:opac_help&rev=1202485650&do=diff [:wiki:evergreen10.jpg] ---------- Searching the Catalog The home page for the Evergreen catalog allows you to search for books and other items at your library or libraries. The home page contains a single search box for you to enter search terms. You can get to the home page at any time by selecting the Home link from the left-hand sidebar in Evergreen, or you can enter a search anywhere you see a search box in Evergreen. text/html 2006-12-13T11:43:13-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:patron_registration_and_maintenance&rev=1166028193&do=diff Patron Registration 1. Search the patron database * Before registering a new patron, thoroughly verify that the person requesting a library card is not already in the database, see Searching the Patron Database. 2. Register a patron * Select Register Patron from the Circulation menu or press Shift+F1. text/html 2008-09-02T13:20:46-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list&rev=1220376046&do=diff Permission NamePermission DescriptionABORT_REMOTE_TRANIST Allows user to abort a copy transit if the user is not at the transit source or destinationABORT_TRANSIT Allows user to abort a copy transit if the user is at the transit destination or sourceASSIGN_WORK_ORG_UNIT Allows user to define where another staff member's permissions apply via the Permissions Editor interface.BAR_PATRON Allows user to bar a patronCANCEL_HOLDS Allows user to cancel holdsCHECKIN_BYPASS_HOLD_FULFILL *no longer … text/html 2006-07-19T16:23:02-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:pines_library_patron_registration_form&rev=1153340582&do=diff The following link is a patron registration form you may download in Word to use for your patrons to fill out before registering within Evergreen. [:evergreen-user:pines_library_patron_registration_form.doc] text/html 2006-08-17T10:08:19-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:pre-cataloged_material_checkout&rev=1155823699&do=diff Table of Contents User Comments Pre-Cataloged Material Checkout Pre-cataloged items (or “fast adds”) are items that have a barcode but have not yet been fully cataloged. When they are checked out, you enter in a title and author. When the items are checked in, that information is cleared, and the item is routed to cataloging to be fully cataloged. text/html 2008-04-15T15:36:38-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printer_settings&rev=1208288198&do=diff Ideally, on installation, the staff client will configure itself to use the default printer reported by the Operating System. However, you can check or change this with the Printer Settings sub-interface available from the Admin->Local System Administration menu option. text/html 2006-08-28T12:26:39-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printer_settings_receipt_printer_old&rev=1156782399&do=diff In Windows XP, here are some steps to add a Star SP200 printer: * Start -> Printers and Faxes -> File -> Add Printer * In the wizard, click Next, and uncheck “Automatically detect and install my Plug and Play printer” * Click Next, make sure the port is set for LPT1: (Recommended Printer Port), and click Next again * Choose “Generic” for the Manufacturer, and “Generic / Text Only”, and click Next * If there is an existing driver for this printer, just click Next again * On the dialo… text/html 2008-06-25T13:59:24-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printer_settings_sp200_special&rev=1214416764&do=diff If you use the Star Micronics SP200 receipt printer, an alternative to setting up a “generic” printer is to download and install the driver software for this device <http://www.starmicronics.com/drv/download.php?id=2> ; it will work very nicely with EG without having to create a “receipt” template. When you begin the installation process, choose SP212 from the list as the model and LPT1 as the port, then Automatic Install. To get the tear-off space, go to Properties for the SP212 printer, click … text/html 2008-04-15T15:24:37-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printing_pocket_labels&rev=1208287477&do=diff Contributed by Elaine Hardy If you include pocket labels on your items you can set up Evergreen to print them as the spine labels are printed. You will need to set up both Evergreen and your computer for the label stock you use. Initial Setup Create Custom Forms in WindowsXP Label Stock You will need to create a custom form or page type for your pocket label stock. In general, pocket labels are printed with an accompanying spine label. No standard stock has been defined for printing these l… text/html 2008-04-15T12:26:21-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:printing_spine_labels&rev=1208276781&do=diff Contributed by Elaine Hardy Spine and pocket labels can be printed from several places in Evergreen, depending on the needs of your workflow. You can print labels, either single or multiple, as you add your copies to a record or you can batch print labels at any time after the copy is added. text/html 2006-10-23T11:04:26-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:quick_and_dirty_i_just_want_some_numbers&rev=1161615866&do=diff Getting Started :!: This document is still in progress. I plan to add images soon. Start in Admin -> Local System Administration -> Reports. 1. Under My Folders, in Templates, create a folder name (or names) for the various types of report templates you might be creating. For instance, you could name one Circ, one Patrons, one Items, one Holds, and etc. For now, if you want the folders to list in alphabetical order, create them in alphabetical order. See, Templates, Definitions, and Repor… text/html 2009-09-24T12:58:48-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:registering_staff_client_to_different_working_locations&rev=1253811528&do=diff We should deprecate this page. Three is a better way to handle multiple workstations: http://pines.georgialibraries.org/creating-evergreen-workstation-profiles ---------- Sometimes, an administrator may need to log on from different working locations. For example, if one wishes to edit Shelving Locations, one may only do so for the registered location of their current Workstation. If my Workstation is registered to ARL-ATH, then I can only see/edit ARL-ATH shelving locations; if I need t… text/html 2006-07-07T13:53:31-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:renewals&rev=1152294811&do=diff Renewals You can renew items checked out, up to the number of renewals allowed by policy. If the situation warrants, you may override the policy and renew the item again. Complete the following steps to renew an item. 1. Start with a patron record Begin from a patron record in one of two ways: text/html 2008-08-14T14:51:09-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:reporting_data_dictionary&rev=1218739869&do=diff AC Display Label DB Name Type BarcodebarcodetextUserusrlink ACIRC Display Label DB Name Type Check In Librarycheckin_liborg_unitCheck In Staffcheckin_stafflinkCirculating Librarycirc_liborg_unitCirculating Staffcirc_stafflinkDesk Renewaldesk_renewalboolCirculation DurationdurationintervalCirc Duration Ruleduration_rulelinkFine Intervalfine_intervalintervalMax Fine Rulemax_fine_rulelinkOPAC Renewalopac_renewalboolPhone Renewalphone_renewalboolRecurring Fine Rulerecuring_fine_rulelinkFine Stop Rea… text/html 2010-03-31T13:36:49-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:searching_the_bibliographic_database&rev=1270057009&do=diff Table of Contents User Comments Search the catalog by selecting Search > the Catalog in the Evergreen menu or pressing F3 on the keyboard. The search page opens in the current tab. Here are some important quick facts to remember when searching the bibliographic database. text/html 2006-08-16T13:19:28-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:searching_the_patron_database&rev=1155748768&do=diff Table of Contents User Comments You can find patrons in the database by looking them up using their library card barcode, or you can search for them based on their name, address, or other information. Once you locate a patron record, you can view information about the patron or perform functions such as checking out books and paying bills. text/html 2006-06-21T20:16:43-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:shelving_locations&rev=1150935403&do=diff In Evergreen, libraries may elect to create local shelving areas. For example, if your library has a garden room, you can create it and place books within that shelving location. Only the library that “owns” that shelving location will see it. Patrons will see this shelving location in the OPAC when they view materials. text/html 2008-05-28T13:22:33-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:staff_faq&rev=1211995353&do=diff How Do I Display an Item's Price? NOTE: If the system had no price for a book when the data was first imported into Evergreen, a PINES-manadated default price of $25 was added. * Start from either the [Items Out] section of a patron's record or from the Copy Status screen. * From a patron's record, click the [Items Out] button. * Otherwise, use {Circulation} {Show Copy Status by Barcode} and scan in the item barcode. text/html 2006-06-21T21:38:08-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:statistical_categories&rev=1150940288&do=diff There are two basic types of Statistical Categories: * Patron * Copy Statistical Categories are like “tags” that can be applied to patrons or items. For example, you may want to track a special collection at your library. This would be a good use of an item statistical category. You would create and apply this statistical category to the items in this collection that you want to specifically track. text/html 2007-05-14T16:55:18-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:step_by_step_example_templates_to_create&rev=1179176118&do=diff still working on doc.... Classic Circulation What do you want to Display? Library Circulation Modifier Legacy Cat 1 Legacy Cat 2 Count What do you want to Filter? Library Date = Year and Month Go to Sources dropdown and select Classic Circulations View Click on Classic Circulations View to fill in Field Names text/html 2006-06-22T11:52:36-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:surveys&rev=1150991556&do=diff text/html 2009-04-03T13:30:03-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:templates_definitions_and_reports&rev=1238779803&do=diff This document is under construction. Please feel free to direct discussion to the PINES-DEV or OPEN-ILS-DEV mailing lists. If anyone would like to help us with documentation, please inquire at feedback@open-ils.org First, access the reporting interface from Admin -> Local System Administration -> Reports text/html 2006-07-20T11:02:24-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:the_parts_of_evergreen&rev=1153407744&do=diff Table of Contents User Comments There are three major “parts” of Evergreen: * Staff Client. This is the part of the software that library staff will be most familiar with, and will utilize the most in their day-to-day responsibilities. It's the part of the software the library staff use to interact with the Evergreen software. * Online Public Access Catalog (OPAC). This is the “web catalog” that most patrons associate with the library. It allows the patron to locate materials and mai… text/html 2010-02-05T09:39:27-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:troubleshooting&rev=1265380767&do=diff User Comments The Basics Installing and Running the Staff Client Workstation Names Navigating a Tabbed Interface Searching the Bibliographic Database Searching the Patron Database Circulation Checkout Pre-cataloged Material Checkout Non-cataloged Material Checkout In-house Use Checkin text/html 2006-07-20T11:01:23-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:what_is_evergreen&rev=1153407683&do=diff Table of Contents User Comments Evergreen is a library automation software product. It assists libraries in day-to-day operations such as checking out materials, keeping track of patrons, and providing a web-based library catalog. The majority of the workings of Evergreen are behind the scenes, and users (or patrons) rarely see anything behind the web catalog. The library staff, on the other hand, spend much of their day utilizing the software in order to do their jobs efficiently and effe… text/html 2009-02-12T15:24:15-04:00 http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:workstation_names&rev=1234470255&do=diff Table of Contents User Comments The Evergreen staff client must be assigned to a library and given a unique name before it will connect fully to the Evergreen server. The only restriction is that the workstation's name must be unique within the assigned library. Make sure to select a workstation name that you will remember later, and reflects the role, purpose, and/or location of a particular computer. These names will come up later in statistical reporting, and can also be handy when troub…