Evergreen 1.6 Data Dictionary
List of entities
Entity details
Schema nameNameNumber of columnsPrimary key columnsCommentNote
actionaged_circulation33idCirculation records with information that identifies an individual patron removed.
assetasset.copy28idThis is an individual item attached to a bibliographic record and assigned a barcode, call number, and copy location.
configaudience_map3codeIdentifies the codes an descriptions used for audience level. Examples of audience are Preschool, Primary, Adolescent, and Adult.
vandelayauthority_attr_definition6id
vandelayauthority_match4id
vandelayauthority_queue1
metabibauthor_field_entry4idDefinitions for the author search index
containerbiblio_record_entry_bucket6id
containerbiblio_record_entry_bucket_item5id
containerbiblio_record_entry_bucket_item_note3id
containerbiblio_record_entry_bucket_note3id
containerbiblio_record_entry_bucket_type2code
vandelaybib_attr_definition6id
configbib_level_map2codeThe bibliographic level as defined in the MARC leader byte 7.
vandelaybib_match5id
vandelaybib_queue2
configbib_source4idValid sources of MARC records

This is table is used to set up the relative "quality" of each MARC source, such as OCLC.

indicates whether a bib record is transcendant - bibs will appear in the catalog if there are no attached items.
serialbib_summary4id
moneybillable_xact5idA billable transaction - this includes circulation, bills, fines, and paymentMaintained by interaction with Unique Management.
moneybilling10id
configbilling_type4idIndicates whether the billing is for overdue items, damaged materials, lost materials, or processing fee, or some other purpose.
serialbinding_unit3id
moneybnm_desk_payment9id, xact
moneybnm_payment8id, xact
assetcall_number8idThe call number that is used to locate the item on the shelf and is printed on the spine label.
containercall_number_bucket6id
containercall_number_bucket_item5id
containercall_number_bucket_item_note3id
containercall_number_bucket_note3id
containercall_number_bucket_type2code
assetcall_number_note7id
actorcard4id Library Cards: Each User has one or more library cards. The current "main" card is linked to here from the actor.usr table, and it is up to the consortium policy whether more than one card can be active for any one user at a given time.
moneycash_payment9id, xact
moneycheck_payment10id, xact
actioncirculation26The record of a circulation transaction. A circulation transaction starts when the item is checked out and ends when the item is checked in, or when any outstanding fines for the item are paid.
configcirc_matrix_circ_mod_test3idTests for max items out by circ_modifier
configcirc_matrix_circ_mod_test_map3idTests for max items out by circ_modifier
configcirc_matrix_matchpoint19idDetermine the the circulation policy that applices to a specific user and copy to be circulated.

Conditions that will cause the matchpoint to fail
- the user is BARRED
- we couldn't find the user
- we couldn't find the item
- we couldn't find a matchpoint
- the item can't circulate
- the item isn't in a circulateable status on a non-renewal
- the item can't circulate because of the shelving location
- the test is set to hard non-circulating
- the user has too many items with specific circ_modifiers checked out


The following penalties are also checked
- Max file balance
- Max items overdue
- Number of items out
- collections level fine balance
-- ****** Which ruleset and tests to use *******
--
-- * Most specific range for org_unit and grp wins.
--
-- * circ_modifier match takes precidence over marc_type match, if circ_modifier is set here
--
-- * marc_type is first checked against the circ_as_type from the copy, then the item type from the marc record
--
-- * If neither circ_modifier nor marc_type is set (both are NULLABLE) then the entry defines the default
-- ruleset and tests for the OU + group (like BOOK in PINES)
--
configcirc_modifier5codeIndicates the description of the attributes that determine circulation policy. Circulation policy rules govering maximum fines, loan duration, number of renewals, and recurring fines can be set for different circulation modifiers.
action_triggercleanup2moduleAfter an event is reacted to (either succes or failure) a cleanup module is run against the resulting environment
moneycollections_tracker5id
action_triggercollector2module
containercopy_bucket6id
containercopy_bucket_item5id
containercopy_bucket_item_note3id
containercopy_bucket_note3id
containercopy_bucket_type2code
assetcopy_location7idThe shelving location for the item. An entire location can be set as non holdable, non circulating, or not OPAC visible.
assetcopy_note6id
configcopy_status4idCopy Statuses

The available copy statuses, and whether a copy in that status is available for hold request capture. 0 (zero) is the only special number in this set, meaning that the item is available for immediate checkout, and is counted as available in the OPAC.

Statuses with an ID below 100 are not removable, and have special meaning in the code. Do not change them except to translate the textual name.

You may add and remove statuses above 100, and these can be used to remove items from normal circulation without affecting the rest of the copy's values or its location.
assetcopy_transparency14id
assetcopy_transparency_map2id
moneycredit_card_payment14id, xact
moneycredit_payment8id, xact
acqcurrency_type2codeThe type of currency used for currency conversions.
acqdistribution_formula4idA preset list of owning libraries, locations and quantities that can be used to enter a purchase order. For example a distribution formala can be used to order copies for all the library branches at once.
acqdistribution_formula_entry6id
action_triggerenvironment6id
action_triggerevent12idAn event can be defined which tells Evergreen to run certain processes in response to the event. An example of an event might be a checkout, or an item is marked missing.
action_triggerevent_definition16id
action_triggerevent_output4id
action_triggerevent_params4id
acqexchange_rate4id
moneyforgive_payment8id, xact
authorityfull_rec8idThe full MARC record, with one row for each MARC tag.
acqfund6id
acqfunding_source5id
acqfunding_source_credit4id
acqfund_allocation8id
acqfund_debit10id
acqfund_tag3id
acqfund_tag_map3id
moneygoods_payment8id, xact
moneygrocery7idManually entered fines. Catchall table for local billing. Inherits from the billable_xact table.
permissiongrp_penalty_threshold5Set limits for max fees, overdues, checkouts. Based on the user profile.
permissiongrp_perm_map5id
permissiongrp_tree7id
actionhold_copy_map3idA list of copies that statisfy a hold.
confighold_matrix_matchpoint23id****** Which ruleset and tests to use *******
Most specific range for org_unit and grp wins. Circ_modifier match takes precidence over marc_type match, if circ_modifier is set here marc_type is first checked against the circ_as_type from the copy, then the item type from the marc record. If neither circ_modifier nor marc_type is set (both are NULLABLE) then the entry defines the default ruleset and tests for the OU + group (like BOOK in PINES)


for each potential matchpoint for this ou and group ...
calculate the rule match weight
set the matchpoint if we found the best one


Things that will cause a failure
- we couldn't find a user
- we couldn't find a copy
- user is barred
- we couldn't find any matchpoint (requires a default)
Proc
actionhold_notification6idA record of the date and time, notification method and staff involved in notifying patron that a hold is ready to pick up.
actionhold_request27idCapture information about the hold and the requestor as well as the time the hold takes to be filled.
actionhold_request_cancel_cause2idINSERT INTO action.hold_request_cancel_cause (id, label) VALUES (1, 'Untargeted expiration');
INSERT INTO action.hold_request_cancel_cause (id, label) VALUES (2, 'Hold Shelf expiration');
INSERT INTO action.hold_request_cancel_cause (id, label) VALUES (3, 'Patron via phone');
INSERT INTO action.hold_request_cancel_cause (id, label) VALUES (4, 'Patron in person');
INSERT INTO action.hold_request_cancel_cause (id, label) VALUES (5, 'Staff forced');
INSERT INTO action.hold_request_cancel_cause (id, label) VALUES (6, 'Patron via OPAC');
actionhold_transit_copy10idA copy in transit to fill a hold.
action_triggerhook4keyThe conditions that indicate that a particular event has occurred
actorhours_of_operation15The hours of operation for an organization unit.
configi18n_core5idInternationalization. See http://www.debian.org/doc/manuals/intro-i18n/ for details.
configi18n_locale4codeInternationalization. See http://www.debian.org/doc/manuals/intro-i18n/ for details.
configidentification_type2idTypes of valid patron identification.

Each patron must display at least one valid form of identification in order to get a library card. This table lists those forms.
configidl_field_doc5id
vandelayimport_bib_trash_fields3id
vandelayimport_item22id
vandelayimport_item_attr_definition26idEach TEXT field (other than 'name') should hold an XPath predicate for pulling the data needed.
serialindex_summary4id
actionin_house_use5id
serialissuance6id
configitem_form_map2code
configitem_type_map2codeMARC Leader 006
metabibkeyword_field_entry4idDefinitions for the keyword search index
configlanguage_map2code
acqlineitem15idA line item on a purchase order that indicates a specific title to be ordered.
acqlineitem_attr6idThe line item attributes describe the line items on a picklist or purchase order. The attributes may be defined differently or different providers or users.
acqlineitem_attr_definition5id
acqlineitem_detail14id
acqlineitem_generated_attr_definition7id
acqlineitem_local_attr_definition6id
acqlineitem_marc_attr_definition7id
acqlineitem_note7id
acqlineitem_provider_attr_definition8id
acqlineitem_usr_attr_definition7id
configlit_form_map3codeMARC 008 byte 33
configmetabib_field8idXPath used for record indexing ingest

This table contains the XPath used to chop up MODS into its indexable parts. Each XPath entry is named and assigned to a "class" of either title, subject, author, keyword or series
See http://evergreen-ils.org/dokuwiki/doku.php?id=documentation:indexing for more information
metabibmetarecord3id
metabibmetarecord_source_map2id
confignet_access_level2idPatron Network Access level

This will be used to inform the in-library firewall of how much internet access the using patron should be allowed.
actionnon_cataloged_circulation6idCirculation to a user that does not have a bib record in the catalog. Only an itype type is specified, no specific title.
confignon_cataloged_type5idTypes of valid non-cataloged items, depending on the library policy. Examples are pamphlet and paperback
actionnon_cat_in_house_use5idIn house circulation that does not have a bib record in the catalog. Only an itype type is specified, no specific title.
actororg_address11idAn organization address. An organization may have more than one address for different purposes - mailing, physical.
actororg_lasso2idAn org lasso is a grouping of organizational units.
actororg_lasso_map3idThe org lasso map relates and org unit to one or more org lassos (groups).
actororg_unit12idAn organizational unit could be at any level in the hierarchy - a department, branch, library system, or consortium.
actororg_unit_closed5idIndcates when a unit is closed. Affects fine calculations, due dates, and holds targeting.
actororg_unit_proximity4idIndicates physical distances between org units for holds targeting based on proximity.
actororg_unit_setting4idThis table contains any arbitrary settings that a client program would like to save for an org unit. Miscellaneous settings i.e. Allow credit card payments, rehelving item status interval. Watch for new things added to this list after upgrades.
actororg_unit_type7idType of org unit - i.e. department, branch, library system. This also indicates the position of this type of org unit in the hierarchy.
moneypayment6id
permissionperm_list3id
acqpicklist8idThis is the selection list, the first step in the order process. Purchase Orders can be created directly from items approved on selection lists.
acqpo_note7id
acqprovider6idA vendor or service provider of items on a purchase order.
acqprovider_address11id
acqprovider_contact6id
acqprovider_contact_address11id
acqprovider_holding_subfield_map4id
acqpurchase_order9id
vandelayqueue5id
vandelayqueued_authority_record3
vandelayqueued_authority_record_attr4id
vandelayqueued_bib_record4
vandelayqueued_bib_record_attr4id
vandelayqueued_record5id
action_triggerreactor2moduleAfter an event passes validation (action_trigger.validator), the reactor processes it.
metabibreal_full_rec7id
authorityrecord_entry12idThe record entry that uniquely identifies an authority record.
serialrecord_entry11id
bibliorecord_entry14The record entry that uniquely identifies an authority record.
authorityrecord_note7id
bibliorecord_note8id
metabibrec_descriptor16idMARC leader information
authorityrec_descriptor4id
searchrelevance_adjustment5id
configrule_age_hold_protect4idHold Item Age Protection rules

A hold request can only capture new(ish) items when they are within a particular proximity of the home_ou of the requesting user. The proximity ('prox' column) is calculated by counting the number of tree edges between the user's home_ou and the owning_lib of the copy that could fulfill the hold.
configrule_circ_duration6idCirculation Duration rules
Each circulation is given a duration based on one of these rules.
Circulation duration load rules
configrule_max_fine4id Circulation Max Fine rules

Each circulation is given a maximum fine based on one of these rules.
Maximum fine loan rules.
configrule_recuring_fine6idCirculation Recurring Fine rules

Each circulation is given a recurring fine amount based on one of these rules. The recurance_interval should not be any shorter than the interval between runs of the fine_processor.pl script (which is run from CRON), or you could miss fines.
Fine loan rule
offlinescript8id
metabibseries_field_entry5Definitions for the series search index
offlinesession8
configstanding2idPatron Standings

This table contains the values that can be applied to a patron by a staff member. These values should not be changed, other than for translation, as the ID column is currently a "magic number" in the source. :(
configstanding_penalty4idDefines the types of standing penalties. For example, block renewals or block placing holds.Functions that are blocked (i.e. CIRC, RENEW, HOLD) if a patron is subject to a standing penalty.

INSERT INTO config.standing_penalty (id, name, label, block_list)
VALUES (1, 'PATRON_EXCEEDS_FINES', 'Patron exceeds fine threshold', 'CIRC|HOLD|RENEW');
INSERT INTO config.standing_penalty (id, name, label, block_list)
VALUES (2, 'PATRON_EXCEEDS_OVERDUE_COUNT', 'Patron exceeds max overdue item threshold', 'CIRC|HOLD|RENEW');
INSERT INTO config.standing_penalty (id, name, label, block_list)
VALUES (3, 'PATRON_EXCEEDS_CHECKOUT_COUNT', 'Patron exceeds max checked out item threshold', 'CIRC');
INSERT INTO config.standing_penalty (id, name, label, block_list)
VALUES (4, 'PATRON_EXCEEDS_COLLECTIONS_WARNING', 'Patron exceeds pre-collections warning fine threshold', 'CIRC|HOLD|RENEW');

INSERT INTO config.standing_penalty (id, name, label) VALUES (20, 'ALERT_NOTE', 'Alerting Note, no blocks');
INSERT INTO config.standing_penalty (id, name, label) VALUES (21, 'SILENT_NOTE', 'Note, no blocks');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (22, 'STAFF_C', 'Alerting block on Circ', 'CIRC');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (23, 'STAFF_CH', 'Alerting block on Circ and Hold', 'CIRC|HOLD');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (24, 'STAFF_CR', 'Alerting block on Circ and Renew', 'CIRC|RENEW');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (25, 'STAFF_CHR', 'Alerting block on Circ, Hold and Renew', 'CIRC|HOLD|RENEW');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (26, 'STAFF_HR', 'Alerting block on Hold and Renew', 'HOLD|RENEW');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (27, 'STAFF_H', 'Alerting block on Hold', 'HOLD');
INSERT INTO config.standing_penalty (id, name, label, block_list) VALUES (28, 'STAFF_R', 'Alerting block on Renew', 'RENEW');
assetstat_cat4idDefines user defined statistical categories for copies.Controlled vocabulary for user defined patron related fields.
actorstat_cat4idUser Statistical Catagories: Local data collected about Users is placed into a Statistical Catagory. Here's where those catagories are defined.
actorstat_cat_entry3idUser Statistical Catagory Entries: Local data collected about Users is placed into a Statistical Catagory. Each library can create entries into any of its own stat_cats, its ancestors' stat_cats, or its descendants' stat_cats.
assetstat_cat_entry4idThe statistical category entry for a particular copy.The list of valid values for a statistical category.
assetstat_cat_entry_copy_map4id
assetstat_cat_entry_transparency_map4id
actorstat_cat_entry_usr_map4idStatistical Catagory Entry to User map: Records the stat_cat entries for each user. The values for a stat cat assigned to a particular user (patron). For example, this will indicate that a particular patron. Application will let the user enter a value that is not on the list of valid values.
metabibsubject_field_entry4idDefinitions for the subject search index
serialsubscription5id
serialsup_summary4id
actionsurvey10idSummary information about a user survey. The details of the survey are in the survey response, survey_question and survey_answer tables. Also indicates if a survey is required.
actionsurvey_answer3id
actionsurvey_question3id
actionsurvey_response8id
metabibtitle_field_entry4idDefinitions for the title search index
actiontransit_copy9id
actionunfulfilled_hold_list5idA hold that trapped for a specific copy and was not fulfilled. Records the date and time the fulfillment failed This facilitiates the retargeting of holds.
configupgrade_log2versionRecords the date each version of the application was installed.
asseturi5idUniform Resource Indicator for an asset.
asseturi_call_number_map3id
containeruser_bucket6id
containeruser_bucket_item5id
containeruser_bucket_item_note3id
containeruser_bucket_note3id
containeruser_bucket_type2code
actorusr39idThis table contains the core User objects that describe both staff members and patrons. The difference between the two types of users is based on the user's permissions.
actorusr_address14idA user's address. A user may have more than one address for different purposes - physical, mailing, temporary, etc.
permissionusr_grp_map3
actorusr_note7idFree text notes for a user, also indicates whether the note is OPAC visible.
permissionusr_object_perm_map6
actorusr_org_unit_opt_in6id
permissionusr_perm_map5
actorusr_setting4id This table contains any arbitrary settings that a client program would like to save for a user.
actorusr_standing_penalty8A standing penalty is a circulation policy that is not specific to a particular copy. Examples of standing penalties are to block circulation if a user owes more than a certain dollar amount or if they have too many overdue items.
permissionusr_work_ou_map3idThe function permission.usr_has_perm_at_nd returns a set of all the org units for which a given user has a given
permission, granted directly (not through inheritance from a parent org unit). The permissions apply to a minimum depth of the org unit hierarchy, for the org unit(s) to which the user is assigned. (They also apply to the subordinates of those org units, but we don't report the subordinates here.)

The function useses this table to define which users belong to which org units. I.e. we ignore the home_ou column of actor.usr.
action_triggervalidator2module
configvideorecording_format_map2codeCodes and descriptions for videorecording formats.
actorworkstation4idWorkstation registration. This associates a PC with an organization unit. This is used to determine the location for checkin, checkout, and holds operations.
moneywork_payment8id, xact
configxml_transform4nameIdentifies the xslt template for display.
configz3950_attr7id
configz3950_source8name