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Documentation

Notebooks

Documentation is an important part of any process, especially one as complex as an integrated library system. Their are many resources for documentation, including the official websites of the various systems, and these are supplemented by resources that have been made available by members of the community. Documentation is usually very good for mature parts of the ILS, while new features may lag behind in the development of documentation.

Official documentation from the OSS ILS communities or vendors is the most likely to be reliable and up to date. The official Evergreen documentation page includes HTML and PDF downloads of manuals for versions in current use, versions under development, and older versions. There is also a style guide available for developers and a link for reporting bugs and problems.

There are actually two main resources for Koha documentation: those from the Koha community and LibLime Koha. In addition to manuals, the Koha community documentation offers a wiki with tutorials, guides, and documentation created by users. Manuals are available for numerous versions of Koha and for Koha developers. LibLime Koha's documentation includes manuals for general information, Koha's receipt template, and Koha's holds feature.

Documentation

The Evergreen Community Tutorials page includes links to a number of videos and other resources contributes by libraries that use the OSS ILS. There are short videos on reports and circulating pre-cataloged item, long videos on acquisitions and importing and exporting MARC records, documentation from developers such as OpenSRF and JSON Queries, and guides and manuals for collections and training on other topics.

Georgia PINES has a YouTube playlist with video tutorials about Evergreen. Tutorials are available on starting the software and how version updates affect circulation, accounts, and reports.

The PINES Evergreen documentation page provides many detailed training documents. Topics include training related to circulation/the OPAC, reporting, cataloging, and computer reservations. Circulation documents include information about demos, “try it yourself” exercises, template patron registration forms, and other examples. Reporting documents provide a glossary about this module, discuss software permissions and navigation, and include a variety of templates. The training outline for cataloging talks about functionalities such as editing MARC records, deleting barcodes, merging records, and authority control.

http://docs.evergreen-ils.org/1.6/draft/html/migratingdata.html is from the Evergreen Official Documentation page and describes the following aspects of data migration in Evergreen 1.6:

  • Bibliographic Records
  • Patron Data
  • Restoring Evergreen Database to an Empty State
  • Exporting Bibliographic records into MARC files
  • Importing Authority Records
  • Step by step instructions

This Slideshare presentation from 2009 describes Evergreen documentation and its related problems. It discusses problems, staff training, various formats, unintended consequences, resources and opportunities, planning groups, and highly desirable tools.

This Open ILS Documentation list provides information about Sitka’s training manual on Evergreen 2.0. The training manual includes information about circulation, cataloging, the OPAC, reports, the booking module, the inventory, and administration.

Sitka is a multi-type library consortium using Evergreen in the provinces of BC and Manitoba, Canada. This page contains links to member libraries as well as technical support resources and documentation.

This article describes the cost-saving implementation of Evergreen in Indiana through resource sharing. The Indiana consortium contains 77 libraries serving over 600,000 residents.

The NExpress Regional Library Catalog from the Northeast Kansas Library System has many links to tutorials and guides. These address patron training, circulation, cataloging, reports, and going live. Patron training topics include adding accounts and accessing e-books. Circulation materials introduce staff to functionalities including checking in and out, placing holds, issuing library cards, and advanced searching. Catalging materials discuss classifying items, adding items to existing bibliographic records, and staging MARC records for import into Koha. Reporting materials provide information about commonly run reports and links to relevant Koha documentation and developers’ wikis. Finally, the “going live” section provides staff training materials about such issues as offline circulation and configuring printers.

The Koha Library Software Community blog includes news about Koha as well as a demo, documentation, downloads, ways to get involved, and a newsletter.

Indiana State Library Evergreen staff training documents are a recommended resource and contain highly detailed discussions of circulation, cataloging, reports, and administration modules. Circulation materials include manuals, lists of contacts, video tutorials, presentations, and webinars and address topics such as installing the software, registering patrons, billing, and placing holds. Cataloging materials include weekly tips, yearly topical discussions, and a final, updated manual on topics such as logging in, searching the catalog, changing call numbers, and creating records in Evergreen. Finally, the reports and administration materials include tutorials, templates, advanced guides, and indexes to topics for libraries to use.

The NewGenLibDocs website contains documentation for the NewGenLib open source integrated library management system. It describes NewGenLib and its reasons for becoming open source.

The NewGenLib website describes documentation. It includes various installation guides for Windows and Linux as well as links to the latest version's product features, functional modules, language support, library networks, technology, digital libraries, presentation, videos, license, and evangelist program to help other libraries.