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

Today!

Who?

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Why Evergreen?

• Customize

•Customize

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How does it work?

What we have that “they” don’t

You have US!

Separate Instances,One Database

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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