wiki:StaffClient

Version 13 (modified by Dan Scott, 6 years ago) (diff)

Err, we're not talking about June 2013 anymore

Conifer staff client

As of September 2016, Conifer uses a custom Evergreen staff client built on the Evergreen 2.10 base.

Installing the Conifer staff client using the Windows installer package

  1. Download the Windows installer package
  2. Double-click the 2106_conifer_setup.exe file that you downloaded. This begins the install.
  3. When the install finishes copying files, clear the checkbox to prevent the staff client from starting automatically.

Once this staff client has been installed, future versions should automatically update themselves.

Requesting permissions to register and use the staff client

Staff that want to use the staff client need to have the Conifer contact for their library open a Conifer ticket requesting the appropriate set of privileges (generally, one or more of "Super circulator", "Super cataloguer", and "Local administrator" permissions). Then the Conifer systems team can grant the permissions accordingly.

Registering the workstation

Once you have been granted the required permissions, you can register the workstation.

The first time you install the Evergreen staff client on a computer, you need to log into Conifer and register the staff client as a new workstation.

When you register the workstation, you must choose the library that reflects where you will be doing your work (such as checking out items).

Registering the workstation at a Laurentian University library

When you initially register the workstation on a given computer, Conifer does not know what library you work for, and thus cannot use alternative authentication schemes such as LDAP. Instead, Conifer has to use the built-in Evergreen account to authenticate the first time. This poses a problem, as you typically do not (and should not) know your password for your built-in Evergreen account.

Therefore, if you work at a site that normally uses an alternate authentication scheme, such as Laurentian's use of LDAP authentication, you will first need to either:

  1. have another staff person who knows their Evergreen user name and password log onto your workstation using their built-in Evergreen account to register it; or
  1. have a staff person set your Evergreen password to a known value, so that you can authenticate using the built-in Evergreen user name (mx_example@…) and password

Once you have registered the workstation, you can subsequently log in using your LDAP password - although note that you will always have to use your full email address (for example, mx_example@…) for your user name when logging into the staff client.