Sitka’s Evergreen Policy & Best Practices Manual
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Sitka’s Evergreen Policy & Best Practices Manual
Table of Contents
I. Introduction
1. Introduction
About Policy and Best-Practice Documents
Revisions
II. Approved Policy
2. Privacy Policy
Short Version
Detailed Version
3. Access to Sitka’s Evergreen
Passwords
4. Sitka Shared Data Values
5. Circulation Policies
BC OneCard Policy & Procedures
Holds and Search Policy
Fines Payment
Return of Items
Patron de-duplication
6. Inter Library Loan
Using Pre-cats for Incoming ILL
Using Brief MARC Records for Incoming ILL
Using Patron Accounts for Outgoing ILL
BC Inter Library Connect Policies
Spruce Inter Library Connect
7. Cataloguing Policy
Purpose
Cataloguing Standards
Cataloguing Permissions
The Cataloguing Workflow
Editing Bibliographic Records
Adding Individual Bibliographic Records
Batch Loading Bibliographic Records
The Bibliographic Record
8. 3rd Party Service Integration
III. Best Practices
9. Return of Multi-Part Items to Non-Home Libraries
10. Patrons in Sitka
Patron Permanent Move
11. Annual Reports for Public Libraries Branch (BC)
BC Public Library Statistics
12. Annual Reports for Manitoba Public Library Services Branch (PLSB)
MB Public Library Statistics
13. Temporary Library Closures
Add a Closing In Evergreen
Interlibrary Connect and Local Holds
Updating Expiring Patrons
Messaging to Patrons
Re-Opening Your Library
14. Data Management
Introduction
Getting Started
Checklist
Recommendations
Safeguarding Your Data
A. Licensing
Index
List of Tables
7.1.
Library Specific Local Information
7.2.
Item Specific Local Information
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