The install instructions in the README are the most up to date. These are in the Syrup/conifer directory if you use git to get the application.

git clone git://

This document assumes you have Syrup running and walks through configuring a working instance.

1. Initial Configuration

Syrup needs time periods for controlling when course sites are to be made available. After you log in the first time, the first stopping point should probably be the Admin link.

admin link

We use Terms to define the period for which course materials will be active.

admin menu

You can define as many terms as you want but you need at least one to add materials to Syrup. In this case, we will define one for the summer.

term example

You also need at least one Service Desk if you intend to offer physical materials for reserves.

service desk menu option

A service desk in Syrup is really just a helpful cue to the user where to request materials. The name does not have to match the wording in your ILS or elsewhere. The service desk can also be given a URL-friendly name for linking.

service desk menu option

The main purpose of Syrup is to support course work and we use the Courses link to add the ones we need. The University of Windsor uses a very cool option written by Graham Fawcett to automatically update course information and memberships from a campus directory service. This level of integration is possible if this information is stored in an accessible place.

course menu option

Each course is assigned a code and associated with a department.

course option

We add as many courses as needed to get started.

course option

Finally, we can create a Course Site.

site option

Syrup uses an autocomplete function, there is an option to search everyone or to limit searches. When you type in a name, the text box will turn yellow to indicate that the search has started.

autocomplete in action

Note You can always use a barcode to look up anyone in the patron database.

Choose from the resulting list to add an instructor. Syrup uses a lot of drop-down lists based on the configuration. After you specify all of the parameters for a course, the site permissions can be set.

permissions list

2. Configuring Evergreen for Authentication and Updates

Syrup uses a file for base configuration parameters and an intergration class for specific interactions. The local_settings parameters specific to Evergreen are listed below.

SYRUP_DUE_FORMAT = '%b %d %Y, %r'
ATTACHMENT_REGEXP ='\w*DVD\s?|\w*CD\s?|\w[Gg]uide\s?|\w[Bb]ooklet\s?|\w*CD\-ROM\s?'

# Note, in the Evergreen integration, commenting out Z3950_CONFIG or setting it
# equal to None will result in OpenSRF being used for catalogue search instead
# of Z39.50.

# Z3950_CONFIG     = ('', 210, 'OWA')  #OWA,OSUL,CONIFER

# INTEGRATION_CLASS: name of a class to instantiate after the database models
# have been initialized. This can be used for defining 'hook' functions, and
# other late initializations. See the 'conifer.syrup.integration' module for
# more information.

INTEGRATION_CLASS = 'conifer.integration.mars.MarsIntegration'
GATEWAY_URL = 'osrf-gateway-v1'
OPENSRF_STAFF_PW = 'passwordforstaff'

The intergation class is specified in local_settings and contains the site-specific options. In Syrup, you need to specify the parameters for for all possible values for physical materials that will be reverted after the course is over.

class MarsIntegration(EvergreenIntegration):


    OPAC_LANG = 'en-US'
    OPAC_SKIN = 'default'

    # Options for circ modifiers
        ('CIRC', 'Normal'),
        ('RSV2', '2 Hour'),

    # Options for circ desk
        ('6329', 'Reserves'),
        ('4548', 'Juv Fiction'),
        ('4549', 'Juv Nonfiction'),
        ('4552', 'Nonfiction'),

    # Options for call number prefixes
        ('-1', ''),
        ('1', 'FIC'),
        ('2', 'NF'),
        ('36', 'YA'),

        ('-1', ''),
        ('1', 'OV'),
        ('2', 'BIO'),
        ('816', 'Biography'),

This all comes together when adding physical materials to a course. The options for new items are on the left.

course with no items added yet

Syrup can use Z39.50 for searching but with Evergreen, it makes more sense to fall back on Evergreen’s base searching support. It is also possible to jump directly to a title using the barcode.

fast-tracking search with barcode

When a title is first added, it may not have been pre-processed for reserves. This can be done from within Syrup using the Edit option. Syrup can store the original item parameters and the option for updating the catalogue will not change Syrup. So, for example, here we change all of the parameters but choose the option for Catalogue.

item parameters

Note You can use the suppress option for working through multiple copies. This way all of the copies can be updated via Syrup.

The item display should now reflect accurate status information.

title ready for viewing

There are two options for reverting parameters when a course is over. One is to use the title’s Edit option and update the Catalogue in the same way the parameters were set above. Since the parameters are stored in their original form, this can be done quite quickly.

There is also a Revert Parameters option which will change all the materials in a course back to the parameters stored in Syrup.

Note The staff-only Revert Parms display shows what Syrup has stored for a title.