Evergreen Documentation Documentation Interest Group Evergreen Documentation Documentation Interest Group Report errors in this documentation using Launchpad. Table of Contents I. Introduction .............................................................................................................................................. 11 1. About This Documentation ................................................................................................................. 13 2. About Evergreen ............................................................................................................................... 14 3. Release notes ................................................................................................................................... 15 Upgrade notes .............................................................................................................................. 15 New features ................................................................................................................................ 15 II. Software Installation ................................................................................................................................. 24 4. Introduction ...................................................................................................................................... 26 5. System Requirements ......................................................................................................................... 27 Server Minimum Requirements ....................................................................................................... 27 Staff Client Requirements .............................................................................................................. 27 6. Installing the Evergreen server ............................................................................................................ 28 Preamble: referenced user accounts .................................................................................................. 28 Preamble: developer instructions ..................................................................................................... 28 Installing prerequisites ................................................................................................................... 29 Configuration and compilation instructions ........................................................................................ 30 Installation instructions .................................................................................................................. 30 Change ownership of the Evergreen files .......................................................................................... 30 Configure the Apache Web server ................................................................................................... 30 Configure OpenSRF for the Evergreen application .............................................................................. 32 Creating the Evergreen database ...................................................................................................... 32 Starting Evergreen ........................................................................................................................ 34 Testing connections to Evergreen .................................................................................................... 34 Getting help ................................................................................................................................. 35 License ....................................................................................................................................... 35 7. Installing the Staff Client ................................................................................................................... 36 Installing on Windows ................................................................................................................... 36 Installing on Linux ........................................................................................................................ 38 Registering a Workstation .............................................................................................................. 38 Removing Staff Client Preferences ................................................................................................... 39 8. Upgrading the Evergreen Server .......................................................................................................... 41 Software Prerequisites: .................................................................................................................. 41 Upgrade the Evergreen code ........................................................................................................... 41 Upgrade the Evergreen database schema ........................................................................................... 43 Restart Evergreen and Test ............................................................................................................. 43 9. Setting Up EDI Acquisitions ............................................................................................................... 45 Introduction ................................................................................................................................. 45 Installation ................................................................................................................................... 45 Configuration ............................................................................................................................... 46 Troubleshooting ............................................................................................................................ 47 III. System Configuration and Customization ..................................................................................................... 49 10. Introduction .................................................................................................................................... 52 11. Describing your organization ............................................................................................................. 53 Organization Unit Types ................................................................................................................ 53 Organizational Units ...................................................................................................................... 53 12. Describing your people ..................................................................................................................... 55 Setting the staff user’s working location ........................................................................................... 55 Comparing approaches for managing permissions ............................................................................... 56 Managing permissions in the staff client ........................................................................................... 56 Managing role-based permission groups in the database ....................................................................... 58 13. Migrating Patron Data ...................................................................................................................... 61 Creating an sql Script for Importing Patrons ...................................................................................... 62 Batch Updating Patron Data ........................................................................................................... 63 Evergreen Documentation 3 14. Migrating from a legacy system ......................................................................................................... 65 Making electronic resources visible in the catalog .............................................................................. 65 Migrating your bibliographic records ................................................................................................ 66 Migrating your call numbers, copies, and parts .................................................................................. 67 15. Importing materials in the staff client .................................................................................................. 70 Staff client batch record imports ...................................................................................................... 70 16. Ordering materials ........................................................................................................................... 75 When should libraries use acquisitions? ............................................................................................ 75 Managing Funds ........................................................................................................................... 75 Ordering ...................................................................................................................................... 77 17. Designing your catalog ..................................................................................................................... 80 Configuring and customizing the public interface ............................................................................... 80 Setting the default physical location for your library environment .......................................................... 83 Setting a default language