Checklist

Checklist
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Ongoing Tasks
Monthly Tasks
Quarterly Tasks
Annual Tasks
Cleaning Up Your Existing Data

The intervals given here are general recommendations. Libraries may find that certain tasks should be run more or less frequently at their library.

Ongoing Tasks

Clear your holds shelf
Correct incorrect fixed fields as you come across them to ensure bibliographic records have correct icons and appear as expected in search results
Check your holds pull list
Close staff accounts when staff leave the library

Monthly Tasks

Run and review reports for the following and resolve issues revealed:

Note

Reports can be set up as recurring reports or run as needed.

If you want to set up recurring reports but monthly is too frequent for your library, consider setting the recurrence interval to 4 Month(s) (quarterly) or 6 Month(s) (biannually).

Quarterly Tasks

Search for library staff accounts and confirm they are up to date and are only for current staff
Delete pre-catalogued items that have a status of Cataloguing
Resolve any Hopeless Holds
Check the Transit List for items that have been in transit longer than normal
Check for patrons with negative balances and resolve as appropriate

Annual Tasks

Enter known Closed dates for the year
Review your library contact details, addresses, and hours of operation
Review your library settings
Review your circulation policies
Review hold policies
Review your group penalty thresholds
Review your shelving locations
Review your patron statistical categories and associated values
Review your item statistical categories and associated values
Review cataloguing templates (holdings, MARC) to ensure they are up to date and staff are using the same templates
Review your patron notifications
Review receipt templates on relevant workstations
Review the logo and colours used for your public catalogue
Review the reports run by your library and the templates used
Review any 3rd party services and ensure discontinued services are reported to Co-op Support if they authenticated against Evergreen.

Cleaning Up Your Existing Data

As you work through this checklist you may find a significant amount of data clean up is needed for your existing data. This can be a daunting task and Co-op Support recommends deciding what is of priority to the library and then working through it as staff have capacity.

For example, you may decide that resolving hopeless holds is a high priority for your library so that patrons aren’t waiting months for holds that are never going to come.

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