[OPEN-ILS-GENERAL] Where, oh where ...

[Donald Butterworth]

Hi Mary,

Thanks again for helping me with these two critical areas. We now have an
official decision to move migrate to Evergreen over the next two years. Woo
Hoo! We also now have a genuine 2.3 build of Evergreen running on a server
that doesn't crash every time you try to add a value. Based on your
instructions, I think I have everything ready to go. I do wonder about the
specific contents of some of the subfields. For example we have a Spanish
collection in our Florida Branch campus. Our current collection code is
FlaSpa. If I just include that value in the subfield "l" for location in
the 949 field, is that all Evergreen is looking for, or, Does it want to
have FlaSpa spelled out somewhere else as a legitimate collection. Does
that make sense? Am I missing something?

Thanks for any more help you can give me!

Don



On Wed, Oct 3, 2012 at 10:25 AM, Mary Llewellyn <mllewell at biblio.org> wrote:

> 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****
>
> mllewell at biblio.org****
>
> ** **
>
> ** **
>
> ** **
>
> ** **
>
> ** **
>
> *From:* open-ils-general-bounces at list.georgialibraries.org
> [mailto:open-ils-general-bounces at list.georgialibraries.org] *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
> don.butterworth at asburyseminary.edu
>
> ****
>
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