Evette Atkin, MIEG CoordinatorMegan Dudek, MIEG Training and Support LibrarianHere and Now

Today!

Who?

?

Why Evergreen?• Customize

•Customize

?

How does it work?

What we have that “they” don’t

You have US!

Separate Instances,O ne D atabase

Customizations

• Local Customizations

• External additions

• mlcs.org/wiki

What’s coming soon!

Serials!

Acquisitions!

Authority

Control!

Serials

• Supports Paper & Electronic

• Prediction

• Check-in

• MFHD Support

Serials View

*Screenshot taken from "Learning to Cope When You've Got Issues, Lebbeous Fogle-Weekley (ESI) & Dan Wells (Calvin College)

Subscription Details

Batch Recieve

Batch Receive

Acquisitions

• Federated Z39.50/Evergreen Bibliographic Search

• Basic Fund, Provider, Funding Sources, and Picklist management interfaces

• Support for loading vendor order records for creating POs

• Purchase order creation from selected items

• Initial receiving interfaces

• Rich permissions infrastructure

• Support for manual creation of brief bibliographic order records

• Serials checkin (prediction)

• Distribution patterns

• Automatic claiming

• Support for EDI ordering and acknowledgment

Federated Searching

From Search Results

Purchase Order

Customizable Features

• Funds

• Fund Tags

• Funding Sources

• Distribution Formulas

• Currency Types

• Exchange Rates

• Providers

• EDI Accounts

• EDI Messages

• Claim Types

• Claim Event Types

• Claim Policies

• Claim Policy Actions

• Invoice Item Type

• Invoice Payment Method

• Line Item Alerts

• Line Item MARC Attribute Definitions

• Cancel Reasons

Authorities

• Features

– Import, edit, and delete authorities

– Bibs are linked to authority records instead of just string matches

– Edits to authority records automatically apply to linked bibs

– MARC editor: select and apply, including 'see from' and 'see also' entries

– Duplicate authorities are prevented by default

Authority Record Creation

Editing Authority Records

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