When the appropriate criteria have been met the Activate Order button will appear and you can proceed with the following:
. Click the button Activate Order.
-. When you activate the order the bibliographic records and copies will be imported into the catalogue using the Vandelay interface, if not previously imported. See How to Load Bibliographic Records and Items into the Catalogue for instructions on using the Vandelay interface.
+. When you activate the order the bibliographic records and copies will be imported into the catalog using the Vandelay interface, if not previously imported. See How to Load Bibliographic Records and Items into the Catalog for instructions on using the Vandelay interface.
. The funds associated with the purchases will be encumbered.
After you click *Activate Order*, you will be presented with the record import interface for records that are not already in the catalog. Once you complete entering in the parameters for the record import interface, the progress screen will appear. As of Evergreen 2.9, this progress screen consists of a progress bar in the foreground, and a tally of the following in the background of the bottom-left corner:
==== Activate Purchase Order without loading items ====
-It is possible to activate a purchase order without loading items. Once the purchase order has been activated without loading items, it is not possible to load the items. This feature should only be used in situations where the copies have already been added to the catalogue, such as:
+It is possible to activate a purchase order without loading items. Once the purchase order has been activated without loading items, it is not possible to load the items. This feature should only be used in situations where the copies have already been added to the catalog, such as:
* Cleaning up pre-acquisitions backlog
-* Direct purchases that have already been catalogued
+* Direct purchases that have already been cataloged
To use this feature, click the Activate Without Loading Items button.
Finally, we want to add our students to the groups. The request may arrive in
your inbox from the library along the lines of "Please add Mint Julep as a
Student Cataloger, Bloody Caesar as a Student Circulator, and Grass Hopper as a
-Student Cataloguer / Circulator; I've already created their accounts and given
+Student Cataloger / Circulator; I've already created their accounts and given
them a work organizational unit." You can translate that into the following SQL
to add the users to the pertinent permission groups, adjusting for the
inevitable typos in the names of the users.
information. To use Matomo Analytics you need to:
. Set up a hosted instance of Matomo
-. Add your Evergreen catalogue as a site
+. Add your Evergreen catalog as a site
. Use the Library Settings Editor to add a Matomo URL and Site ID for your library.
Typically, Matomo will give you a block of javascript you can insert into
=== Creating Item Buckets ===
Item buckets can be created in the _Item Bucket_ interface as well as on the fly when adding items to a bucket from
-a catalogue search or from within the _Item Status_ interface. For information on creating buckets on the fly see _Adding Copies to a Bucket_ (needs section ID).
+a catalog search or from within the _Item Status_ interface. For information on creating buckets on the fly see _Adding Copies to a Bucket_ (needs section ID).
1. In the _Item Bucket_ interface on the click *Buckets* in either the _Pending Copies_ or _Bucket View_ tab.
+
NOTE: Once you have added your selected items to a bucket you can deselect them, select other items on your pending list, and add those items to a different bucket.
-=== From a Catalogue Search ===
+=== From a Catalog Search ===
-1. Retrieve the title through a catalogue search.
+1. Retrieve the title through a catalog search.
2. If it is not your default view click on the *Holdings View* tab.
+
image::media/copy-bucket-cat-1.png[Holdings View]
+
image::media/copy-bucket-edit-copy-3.png[Item Bucket Interface]
-== Deleting Copies from the Catalogue ==
+== Deleting Copies from the Catalog ==
. Open the _Item Bucket_ interface. By default you are on the *Bucket View* tab.
+
image::media/copy-bucket-remove-1.png[Item Bucket Interface]
+
. Click on *Buckets*.
-. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalogue.
+. From the drop down menu select the bucket containing the item(s) you would like to delete from the catalog.
+
image::media/copy-bucket-remove-2.png[Item Bucket Interface]
+
+
image::media/copy-bucket-delete-copy-2.png[Item Bucket Interface]
+
-. The items have been deleted from the catalogue.
+. The items have been deleted from the catalog.
== Placing Holds on Copies in a Bucket ==
== Transferring Copies to Volumes ==
-1. Retrieve the title through a catalogue search.
+1. Retrieve the title through a catalog search.
2. If it is not your default view click on the *Holdings View* tab.
+
image::media/copy-bucket-cat-1.png[Holdings View]
timezone.
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 reserve cataloged items, you may start from searching the catalog, if you do not know the booking item's barcode.
=== To create a reservation from a patron record ===
. A schedule grid will display on the bottom part of the screen.
. If necessary, adjust the day or days that are displayed. You can also make other adjustments using the _Schedule settings_
tab.
-. For non-catalogued resources, patrons may wish to specify certain attributes. The _Attributes_ tab allows you to do this.
+. For non-cataloged resources, patrons may wish to specify certain attributes. The _Attributes_ tab allows you to do this.
For example, if a patron is booking a laptop, they can choose between PC and Mac laptops if they need to.
. When you have found the days or times that work the best, you can proceed with creating the reservation, by doing one
of the following:
. The screen will refresh, and the new reservation will appear in the schedule.
-=== Search the catalogue to create a reservation ===
+=== Search the catalog to create a reservation ===
-If you would like to reserve a catalogued item but do not know the item barcode, you may start with a catalogue search.
+If you would like to reserve a cataloged item but do not know the item barcode, you may start with a catalog search.
-. Select Cataloguing -> Search the Catalogue to search for the item you wish to reserve. You may search by any
+. Select Cataloguing -> Search the Catalog to search for the item you wish to reserve. You may search by any
bibliographic information.
. Select the _Holdings View_ tab.
. Right-click on the row that you want to reserve. Select _Book Item Now_. This takes you to the Create Reservations Screen.
[NOTE]
-Reservations on catalogued items can be created on Item Status (F5) screen. Select the item, then Actions -> Book Item Now.
+Reservations on cataloged items can be created on Item Status (F5) screen. Select the item, then Actions -> Book Item Now.
== Reservation Pull List ==
The support for logging and caching that is built into OpenSRF has been
particularly helpful with the development of a custom service for SFX holdings
-integration into our catalogue. Once I understood how OpenSRF works, most of
+integration into our catalog. Once I understood how OpenSRF works, most of
the effort required to build that SFX integration service was spent on figuring
out how to properly invoke the SFX API to display human-readable holdings.
Adding a new OpenSRF service and registering several new methods for the
. As the *root* Linux account, configure the prefork module to start and keep
enough Apache servers available to provide quick responses to clients without
running out of memory. The following settings are a good starting point for a
- site that exposes the default Evergreen catalogue to the web:
+ site that exposes the default Evergreen catalog to the web:
+
.`/etc/apache2/mods-available/mpm_prefork.conf`
[source,bash]
------------------------------------------------------------------------------
+
3. As the *opensrf* Linux account, generate the Web files needed by the web staff
- client and catalogue and update the organization unit proximity (you need to do
+ client and catalog and update the organization unit proximity (you need to do
this the first time you start Evergreen, and after that each time you change the library org unit configuration.
):
+
The following steps guide you through a simplistic upgrade of a production
server. You must adjust these steps to accommodate your customizations such
-as catalogue skins.
+as catalog skins.
. Stop Evergreen and back up your data:
.. As *root*, stop the Apache web server.
The _Homepage_ contains a single search box for you to enter search terms. You
can get to the _Homepage_ at any time by clicking the _Another Search_ link from
-the leftmost link on the bar above your search results in the catalogue, or you
+the leftmost link on the bar above your search results in the catalog, or you
can enter a search anywhere you see a search box.
You can select to search by:
==== Libraries ====
-If you are using a catalogue in a library or accessing a library’s online
-catalogue from its homepage, the search will return items for your local
+If you are using a catalog in a library or accessing a library’s online
+catalog from its homepage, the search will return items for your local
library. If your library has multiple branches, the result will display items
available at your branch and all branches of your library system separately.
Advanced searches allow users to perform more complex searches by providing more
options. Many kinds of searches can be performed from the _Advanced Search_
-screen. You can access by clicking _Advanced Search_ on the catalogue _Homepage_
+screen. You can access by clicking _Advanced Search_ on the catalog _Homepage_
or search results screen.
The available search options are the same as on the basic search. But you may
indexterm:[search results]
-The search results are a list of relevant works from the catalogue. If there are
+The search results are a list of relevant works from the catalog. If there are
many results, they are divided into several pages. At the top of the list, you
can see the total number of results and go back and forth between the pages
by clicking the links that say _Previous_ or _Next_ on top or bottom of the
indexterm:[search results, availability]
The number of available copies and total copies are displayed under each search
-result's call number. If you are using a catalogue inside a library or accessing
-a library’s online catalogue from its homepage, you will see how many copies are
+result's call number. If you are using a catalog inside a library or accessing
+a library's online catalog from its homepage, you will see how many copies are
available in the library under each title, too. If the library belongs to a
multi-branch library system you will see an extra row under each title showing
how many copies are available in all branches.
projects / evergreen / pines.git / commitdiff