Hi Don,
I can help with these questions: What tag is used in a bib record to supply item data so that when a bib record enters the system it automatically generates an item record? You can set up your own item tag and subfields under Cataloging/MARC Batch Import/Export. Go to Import Item Attributes and click on New Definition. You'll see a list of item attribute fields. Enter the subfield in your item tag with data that corresponds to each attribute that applies. The last item in the list is tag, where you tell the system what tag your item information is stored in. For instance, we load records with items from Follett. We use tag 949, and the following subfields: b for barcode, c for call number, z for Circ modifier, l for Owning Library, p for price, x for Shelving location. There are a lot of other attributes on the list, but this is all we need to use. And, what tag is used in a bib record to supply order data, so that PO lines can be populated automatically? Where does one go to define the subfields for these tags? This actually comes from the Acquisitions side. Acq has its own load process, found under Acquisitions/Load MARC order records. The definition of the tag and subfields is done under Admin/Server Administration/Acquistions/Providers. Once you have a provider record set up and saved, you can define the Holdings Tag, then go to a tab within the provider record labeled "Holding Subfield" and click on New Holding Subfield. When you click on New Holding Subfield, there is a dropdown box labeled "Name", listing the available fields you can load to. We defined subfields for Call number, Circ Modifier, Collection Code, Estimated Price, Owning Library, and Quantity. You then need to set up your vendor's MARC profile, or grid, or whatever they call it on their site, assigning the same tag and subfields to correspond with what you defined in Evergreen. I hope this helps. Mary Mary Llewellyn Database Manager Bibliomation, Inc. Middlebury, CT [email protected] From: [email protected] [mailto:[email protected]] On Behalf Of Donald Butterworth Sent: Tuesday, October 02, 2012 5:46 AM To: Evergreen Discussion Group Subject: [OPEN-ILS-GENERAL] Where, oh where ... Hi everyone, After years of wanting to experiment with Evergreen our IT dept has loaded 2.3 on a local server. True it's on a 7 year old Omnitech, with almost no memory, that sits under the desk of our IT director on the other side of campus. But, hey, it's something; and there is the promise of more to follow once he's finished with a dSpace upgrade. I have a dream that two years from now our current system with become a memory. Time will tell. So ... now ... where do we start? We've downloaded the manual from the website, but what I really need is the "Idiot's Guide to Getting Evergreen Up and Running". The contents would look something like: Welcome to Evergreen DO THIS FIRST Go here, do this. Then go here, and do that. DO THIS SECOND! You get the idea. Is there a document like this available anywhere? What would be exceedingly helpful would be a Video Version of the Idiot's Guide. It would be so much easier for some of us to watch how to get things started. For example, it would help us greenhorn users avoid staring at the screen for 30 minutes searching for the admin drop-down menu, which is on the top right of the screen. Any chance that someone has made a try at this? Of course, much of Evergreen is quite intuitive for people who are used to using an ILS. We were able to import a file of bib records without a crash on our first try. But there are three things that we particularly need help with at this point. What tag is used in a bib record to supply item data so that when a bib record enters the system it automatically generates an item record? And, what tag is used in a bib record to supply order data, so that PO lines can be populated automatically? Where does one go to define the subfields for these tags? Thanks for your insights. Don Don Butterworth Faculty Associate / Librarian III B.L. Fisher Library Asbury Theological Seminary (859) 858-2227 [email protected]
