This functionality will be available in Evergreen version 2.2.

Abstract

In Evergreen versions preceding 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. Available for redistribution with proper attribution under CC-BY-SA license.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

By default, fines accrue only on dates that the library is open. This feature enables you to charge patrons fines on dates the library is closed. Fines accrue during scheduled closings as well as during normal weekly closed dates.

To enable this feature:

1) Click Admin → Local Administration → Library Settings → Charge fines on overdue circulations when closed

2) Click Edit.

3) Set the value to True.

4) Click Update Setting.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

Evergreen enables you to create an organizational tree that describes the systems, branches, or other units that comprise your organization. By default, the org unit tree that appears to patrons in the OPAC is identical to the one that appears to users of the staff client. Using this feature, you can condense or re-order the organizational tree into a simpler structure for patrons using the OPAC while maintaining the complex organizational tree that is available to users of the staff client.

As a further enhancement, you can hide a parental org unit yet still make its child org units visible in the OPAC. In previous versions of Evergreen, child org units inherited the visibility setting of their parents.

Table of Contents

• Create a Custom Org Unit Tree
• Create a non-OPAC Visible Parental Org Unit
• Permissions

Create a Custom Org Unit Tree

By default, all branches display beneath the parental org unit, system:

You want patrons to view an org unit tree that displays a system preceeding the main branch, but you want all of the remaining branches to display beneath the main branch. To the patron, the library system will appear to have one main branch and multiple sub-libraries of the main branch.

In this example, the org unit tree contains the Lexington System which contains Lexington-Main (Branch), Oxford (Branch), and Richland (Branch). You want to move the Oxford and Richland branches beneath Lexington-Main.

1) Select the branch(es) in the Custom Unit Tree that you want to move, and drag it to the desired location in the tree. You can move as many org units as desired, but you cannot remove the root, or the top level org unit, of the org tree.

2) Click Apply Changes.

3) Click Activate Tree to make it available to your patrons.

4) Reload the server.

Create a non-OPAC Visible Parental Org Unit

By default, if a parental org unit is non-OPAC visible, then its children are also non-OPAC visible. With this feature, you can make a parental org unit non-OPAC visible while the child org units remain visible. A new administrative setting enables you to specify that org units do not inherit visibility, so visibility can be set for each individual org unit.

1) Click Administration → Server Administration → Global Flags

2) Scroll to Org Units Do Not Inherit Visibility.

3) Double click anywhere in the field.

4) Check the box adjacent to Enabled.

5) Click Save.

6) Reload the server.

Permissions

ADMIN_ORG_UNIT_CUSTOM_TREE – Allows a user to add custom org unit trees. You must have this permission at the consortium level.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

This feature enables you to sort display columns so that you can find easily the information that you need on a screen that contains multiple columns. You can sort display columns on any screen that is built on a grid, such as the Check In screen or the On Shelf Pull List.

You can also sort the columns on the following Administration screens: Circulation Policies, Hold Policies, Circulation Limit Sets, Barcode Completion, Acquisitions User Request List, and Vandelay Import Errors.

You can sort items in an ascending or descending order, and you can prioritize the order in which columns will sort. The following use cases illustrate how to sort items within the Circulation and Administration interfaces.

Table of Contents

• Sorting items on the On Shelf Pull List
• Sorting Circulation Policies

Sorting the On Shelf Pull List

You want to capture items that are on the shelf to fill current holds. To simplify this process, you will sort the items on the On Shelf Pull List by Copy Location and Call Number.

1) Click Circulation → Pull List for Hold Requests.

2) The first column that you want to sort is the column, Current Copy Location. Right click the column header, Current Copy Location.

3) Click Sort First (Descending).

4) The next column that you want to sort is the column, Call Number. Right click the column header, Call Number.

5) Click Sort Next (Ascending).

6) The pull list has now been sorted by copy location and call number.

Sorting Circulation Policies

You want to sort the display of circulation policies in your staff client.

1) Click Administration → Local Administration → Circulation Policies.

2) Right click on any column header.

3) A pop-up box appears.

4) Check the Display box if you want to display a column in the staff client.

5) Check the Auto Width box if you want the width of the columns to adjust to fit the staff client.

6) Select a sort priority.

A sort priority of “0″ indicates that no sorting has been applied. Columns will display in their default order.

A sort priority of “1″ indicates that ascending sorting should be applied to this column first. Subsequent sorts will be applied as you continue to enter increasing numbers.

A sort priority of “-1″ indicates that descending sorting should be applied to this column.

7) Click Save. The circulation policies will now sort according to your selections each time that you log into the staff client.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

By defualt, fines accrue only on dates that the library is open. This feature enables you to charge patrons fines on dates the library is closed. Fines accrue during scheduled closings as well as during normal weekly closed dates.

To enable this feature:

1) Click Admin → Local Administration → Library Settings → Charge fines on overdue circulations when closed

2) Click Edit.

3) Set the value to True.

4) Click Update Setting.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

You can search for a patron’s record, and double click on a result to access that record. You can double click on an item in the Holdings Maintenance screen to access copy information. The item is linked to the Volume/Copy Creator, if you turned it on in the staff client’s org unit settings. If you did not turn on the Volume/Copy Creator, then the item links to the Item Attributes.

Table of Contents

• Double Click to Retrieve a Patron’s Record
• Double Click to Retrieve Item Attributes

Double Click to Retrieve a Patron’s Record

1) Click Search → Search for Patrons to access a patron’s record

2) Enter search terms.

3) Retrieve a list of possible matches. Double click on the record that you want to open.

Double Click to Retrieve Item Attributes

1) Enter search terms to retrieve a bibliographic record.

2) Click Actions for this Record → Holdings Maintenance.

3) Double click on an item.

4) The copy information will appear in a new tab.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

This feature enables you to hide fields in the Copy Editor that you do not want to display for your staff.

Table of Contents

• Use this Feature
• Permissions

Use this Feature

1) Use an Edit Item Attributes link to open the Copy Editor.

2) Click Hide Fields.

3) Select the setting(s) that you want to hide.

4) Click Ok.

5) A pop up message indicates that the setting was successfully updated. Click Ok.

6) The Copy Editor will refresh to remove the selected field(s).

Permissions

VIEW_ORG_SETTINGS – Allow a user to view all org settings at the specified level

UPDATE_ORG_SETTING – Allow a user to update an org setting

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

This feature enables you to add a new tab to the Evergreen staff client by clicking the + sign adjacent to the tab that you currently have opened. As in previous versions, you can also add new tabs by clicking File → New Tab, or use the hotkey, Ctrl+T.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

This feature enables you to return to your title search results directly from any view of the MARC record, including the OPAC View, MARC Record, MARC Edit, and Holdings Maintenance. You can use this feature to page through records in the MARC Record View or Edit interfaces. You do not have to return to the OPAC View to access title results.

Author: Sally Fortin, Equinox Software

Abstract

By default, two toolbars are available in the staff client: circulation and cataloging. This feature enables you to customize toolbars in the staff client. You can create toolbars for specific org unit(s), workstation(s), or login(s).

Table of Contents

• Configure Toolbar
• Permissions

Configure Toolbar

1) Click Admin → Workstation Administration → Toolbars → Configure Toolbars.

2) Click New Toolbar.

3) Enter label for toolbar.

4) Click Ok.

5) Select one of the buttons in the Available panel. The Button ID describes that action that the button will take, and the Label will display in the toolbar.

6) Click the -→ A button to add the selected function to the Selected panel on the bottom right side of the screen. To remove a button, click the ←-R button.

7) Continue adding buttons if desired. The buttons will display in the order that you add them. If you want to reorder the buttons, click the Up or Down buttons.

8) To separate buttons onto left and right sides of the screen on the same toolbar, select toolbarspacer, and click -→ A.

9) To add a dividing line between buttons that appear on the same side of the screen, select toolbarseparator, and click -→A.

10) At the bottom of the screen, choose the owner of this toolbar. If you click Owning Org Unit, then the owning org unit that you specify will display this toolbar. Select the owning org unit from the drop down menu. The rule of parental inheritance applies, so all child units will inherit the toolbars of their parental units.

If you click Owning Workstation, then the workstation to which you are logged in when you created the toolbar will display this toolbar.

If you select Owning User, then your login has access to that toolbar.

11) When you are finished creating the toolbar, click Save Toolbar. Any toolbar to which you have access displays under Admin → Workstation Administration → Toolbars → Current.

Permissions

ADMIN_TOOLBAR – Allow a user to create, edit, and delete custom toolbars

Author: Sally Fortin, Equinox Software