HomeMigrationTraining During MigrationEvergreen Software Glossary / Vocabulary

6.2. Evergreen Software Glossary / Vocabulary

Link to the github page where a glossary for Evergreen is updated.

Join DIG to help keep a glossary updated.

Text of page on July 6, 2019 pasted below:


Processes related to ordering materials and managing expenditures

Age Protection

Allows libraries to prevent holds on new books (on a item by item basis) from outside the owning library's branch or system for a designated amount of time.


Open-source web server software used to serve both static content and dynamic web pages in a secure and reliable way. More information is available at http://apache.org.

authority record

Records used to control the contents of MARC fields.

Balance stop percent

A setting in acquisitions that prevents you from making purchases when only a specified amount of the fund remains.


The code attached to the item. This is not the Circulation ID.

bibliographic record

The record that contains data about a work, such as title, author and copyright date.


Processes relating to reserving cataloged and non- bibliographic items.


This is a container of items. See also Record Buckets and Item Buckets.

Call number

An item's call number is a string of letters and or numbers that work like map coordinates to describe where in a library a particular item "lives."


The database of titles and objects


The process of adding materials to be circulated to the system.


The process of returning an item.


The process of loaning and item to a patron.


The process of loaning an item to an individual.

Circulating library

The library which has checked out the item.

Circulation library

The library which is the home of the item.

Circulation limit sets

Refines circulation policies by limiting the number of items that users can check out.

Circulation modifiers

Circulation modifiers pull together Loan Duration, Renewal Limit, Fine Level, Max Fine, and Profile Permission Group to create circulation rules for different types of materials. Circulation Modifiers are also used to determine Hold Policies.


see Item

Distribution formulas

Used to specify the number of copies that should be distributed to specific branches and item locations.

Due date

The due date is the day on or before which an item must be returned to the library in order to avoid being charged an overdue fine.

Electronic data interchange (EDI)

Transmission of data between organizations using electronic means. This is used for Acquisitions.

FIFO (First In First Out)

In a FIFO environment, holds are filled in the order that they are placed.

Fund tags

Tags used in acquisitions to allow you to group Funds.

Funding sources

Sources of the monies to fund acquisitions of materials.


Allocations of money used for purchases.

FRBR (Functional Requirements for Bibliographic Records)

See Library of Congress FRBR documentation


The exclusive right for a patron to checkout a specific item.

Hold boundaries

Define which organizational units are available to fill specific holds.

Holdings import profile

Identifies the Import Item Attributes definition.

Holding subfield

Used in the acquisitions module to map subfields to the appropriate item data.


Integrated Library System


Inter-Library Loan

Import item attributes

Used to map the data in your holdings tag to fields in the item record during a MARC import.

Insufficient quality fall-through profile

A back-up merge profile to be used for importing if an incoming record does not meet the standards of the minimum quality ratio.


The actual item.

Item barcode

Item barcodes uniquely identify each specific item entered into the Catalog.

Item Buckets

This is a container of individual items.


The communications protocol used for client-server message passing within Evergreen. Now known as XMPP (eXtensible Messaging and Presence Protocol), it was originally named "Jabber."

Juvenile flag

User setting used to specify if a user is a juvenile user for circulation purposes.


Kids' OPAC. Alternate version of the Template Toolkit OPAC.


Library of Congress Control Number

Loan duration

Loan duration (also sometimes referred to as "loan period") is the length of time a given type of material can circulate.


Acronym for Machine Readable Cataloging.The MARC formats are standards for the representation and communication of bibliographic and related information in machine-readable form.

MARC batch export

Mass exporting of MARC records out of a library system.

MARC batch import

Mass importing of MARC records into a library system.


Framework for working with MARC data in a XML environment.

Match score

Indicates the relative importance of that match point as Evergreen evaluates an incoming record against an existing record.

Matchpoint ID: 

Minimum quality ratio

Used to set the acceptable level of quality for a record to be imported.


Items that have not been cataloged.


Acronym for Online Public Access Catalog. An OPAC is an online interface to the database of a library's holdings, used to find resources in their collections. It is possibly searchable by keyword, title, author, subject or call number. The public view of the catalog.


Acronym for Open Scalable Request Framework (pronounced open surf). An enterprise class Service Request Framework. It's purpose is to serve as a robust message routing network upon which one may build complex, scalable applications. To that end, OpenSRF attempts to be invisible to the application developer, while providing transparent load balancing and failover with minimal overhead.

Organizational units

Organizational Units are the specific instances of the organization unit types that make up your library's hierarchy.

Organization unit type

The organization types in the hierarchy of a library system.

Overlay/merge profiles

During a MARC import this is used identify which fields should be replaced, which should be preserved, and which should be added to the record.

Owning library

The library which has purchased a particular item and created the volume and item records.

Parent organizational unit

An organizational unit one level above whose policies may be inherited by its child units.


Provide more granularity for copies, primarily to enable patrons to place holds on individual parts of a set of items.


A user of the ILS. Patrons in Evergreen can both be staff and public users.

Patron barcode / library card number

Patrons are uniquely identified by their library card barcode number.

Permission Groups

A grouping of permissions granted to a group of individuals, i.e. patrons, cataloging, circulation, administration. Permission Groups also set the depth and grantability of permissions.

Pickup library

Library designated as the location where requested material is to be picked up.


A popular open-source object-relational database management system that underpins Evergreen software.

Propagate funds

Create a new fund for the following fiscal year with the same parameters as your current fund.


Vendors from whom you order your materials. Set in the Acquisition module.

Purchase Order (PO)

A document issued by a buyer to a vendor, indicating types, quantities, and prices of materials.

Quality metrics

Provide a mechanism for Evergreen to measure the quality of records and to make importing decisions based on quality.

Record Bucket

This is a container of Title Records.

Record match sets

When importing records, this identifies how Evergreen should match incoming records to existing records in the system.

Recurring fine

Recurring Fine is the official term for daily or other regularly accruing overdue fines.


Used to roll over remaining encumbrances and funds into the same fund the following year.

Shelving location

Shelving location is the area within the library where a given item is shelved.


Acronym for Standard Interchange Protocol. SIP is a communications protocol used within Evergreen for transferring data to and from other third party devices, such as RFID and barcode scanners that handle patron and library material information. Version 2.0 (also known as "SIP2") is the current standard. It was originally developed by the 3M Corporation.


Acronym for Search & Retrieve URL Service. SRU is a search protocol used in web search and retrieval. It expresses queries in Contextual Query Language (CQL) and transmits them as a URL, returning XML data as if it were a web page.

Staff client

The graphical user interface used by library workers to interact with the Evergreen system. Staff use the Staff Client to access administration, acquisitions, circulation, and cataloging functions.

Standing penalties

Serve as alerts and blocks when patron records have met certain criteria, commonly excessive overdue materials or fines; standing penalty blocks will prevent circulation and hold transactions.

Statistical categories

Allow libraries to associate locally interesting data with patrons and holdings. Also known as stat cats.


Template Toolkit (TT)

A template processing system written in Perl.


Evergreen's Template Toolkit based OPAC. The web based public interface in Evergreen written using functionality from the Template Toolkit.

User Activity Type

Different types of activities users do in Evergreen. Examples: Login, Verification of account


MARC Batch Import/Export tool original name.


the unique name associated with a specific computer.


Acronym for eXtensible Markup Language, a subset of SGML. XML is a set of rules for encoding information in a way that is both human-readable and machine-readable. It is primarily used to define documents but can also be used to define arbitrary data structures. It was originally defined by the World Wide Web Consortium (W3C).


The open-standard communications protocol (based on XML) used for client-server message passing within Evergreen. It supports the concept of a consistent domain of message types that flow between software applications, possibly on different operating systems and architectures. More information is available at http://xmpp.org. See Also: Jabber.


The XML Path Language, a query language based on a tree representation of an XML document. It is used to programmatically select nodes from an XML document and to do minor computation involving strings, numbers and Boolean values. It allows you to identify parts of the XML document tree, to navigate around the tree, and to uniquely select nodes. The currently version is "XPath 2.0". It was originally defined by the World Wide Web Consortium (W3C).


Yet Another Organization Unit Setting


An international standard client–server protocol for communication between computer systems, primarily library and information related systems. See Also: SRU

Suggest to Add to Glossary:

Bib Source: Can control how the record displays in a shared environment. 

Checkout / Renewal Library:  This is the location where the circulation transaction takes place.

Circulating Library:  This is the library/branch that the item is going to live at.

Owning Library: An attribute of the volume / call number.

Notes: If you use floating collections this can change without staff intervention but otherwise someone would have to change the
circulating library.  This distinction between circulating and owning library is often confusing as the owning library trait doesn't have a lot of obvious impact for end users so it seems redundant and confusing.  It's not actually redundant but that's a whole other story, it certainly is
confusing to many as you're finding it.  The neither has nothing to do with the bib other than the volume connects to it but it in part has an owning library so that owning attributes don't have to be associated with the bib in a consortium where bibs are shared.

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