Weekly Update – April 17, 2012

Evergreen Indiana Annual Membership Meeting

The 2012 Annual Meeting will be held at the Indiana State Library on Friday, April 27 from 11:30-1pm. See draft agenda below. It will be a lunch meeting so please fill out the Lunch Order Form and return it with payment to LDO, Indiana State Library by this Friday, April 20 or feel free to make your own lunch accommodations.

Walking directions from the Hyatt Regency to Indiana State Library: http://g.co/maps/arp79

Parking recommendations around the Indiana State Library: http://g.co/maps/73wdc

Please print/download and bring with you the following documents:

Draft agenda
Draft minutes from May 6, 2011

New Member Information

The contact lists below have been updated to list our three new libraries:

Staff Training Documents website > Circulation Module >

• Circulation Support Contact List (Please notify EI Coordinator if you would like circulation staff added to the list)

AND

• Member Library Abbreviations for Intra-Evergreen Indiana Library Lending

Testing future versions of Evergreen

All users of the Evergreen ILS have the ability to participate in testing future versions of Evergreen. The more people we get testing now, the fewer issues we will have when we upgrade. Information on how to access the testing server is available below.

[The testing term has ended.]

There is no danger in installing this staff client beside the production client, should anyone wish to test. The installation will be in two totally different directories and have bright RED icons instead of yellow, so they can’t be mistaken for one another.

All bugs should be reported to the Community, NOT to the ISL Helpdesk. Bugs can be sent to https://bugs.launchpad.net/evergreen should they be discovered.

Here’s just a quick rundown of some of the new features.

Copy Location Groups
^^^^^^^^^^^^^^^^^^^^
This feature allows staff to create and name sets of copy locations to use as a search filter in the catalog. OPAC-visible groups will display within the library selector in the template toolkit OPAC. When a user selects a group and performs a search, the set of results will be limited to records that have copies in one of the copy locations within the group. Groups can live at any level of the library hierarchy and may include copy locations from any parent org unit or child org unit.

Copy Location Order
^^^^^^^^^^^^^^^^^^^
This feature allows staff to reorder the display order of copy locations via a drag and drop interface.

Barcode Completion
^^^^^^^^^^^^^^^^^^
This feature allows libraries to create mappings of their barcode prefix/suffix which allows the entry of partial barcodes.

Example: A library has a standardized patron barcode prefix of 12345. A patron with the barcode 123456789 comes in, staff would be able to enter just
6789 to retrieve the patron. The same is configurable for item barcodes.

SMS (Text) Notifications
^^^^^^^^^^^^^^^^^^
Current features that use SMS include hold-ready-for-pickup notifications and a “Send Text” action for call numbers in the OPAC. If this setting is not enabled, the SMS options will not be offered to the user.

Customize Toolbars
^^^^^^^^^^^^^^^^^^
Evergreen 2.2 expands upon the “Toolbars” feature by allowing users to create, edit their own custom toolbars to match individual workflows.

Toolbars can be customized at several depths (Org Unit, Workstation, User) which allows for greater flexibility and personalization for individuals, or institutions.