Sitka’s Evergreen Documentation


Table of Contents

I. Introduction
1. New Features in Evergreen Version 3.7
Circulation
Cataloguing
Staff Catalogue
Public Catalogue
Booking
Reports
2. Revisions and Attributions to Contributors
3. Sitka and Evergreen Resources
4. Sitka’s Evergreen Support
How to Contact Support
Guidelines for Support Requests
RT Self Service
5. Getting Started
Accessing the Evergreen Staff Client
Register Staff Workstation
Function Bar
Column Configuration
Filters
Keyboard Shortcuts
Downloading and Installing Hatch
Set Search Preferences
6. Best Practices for Using the Browser
Setting Browser Defaults for Web Client
Bookmarks and Shortcuts
Browser Configuration
Troubleshooting
II. Circulation
7. Patron Records
Retrieving Patron Accounts
Register New Patrons
Patron Self-Registration
Update Patron Account
Patron Alerts, Notes, Messages, and Notifications
User Buckets
Merge Patrons
8. Circulation
Check Out
Check In
Renewal and Edit Due Date
Autorenewals
Mark Items Lost, Claims Returned, and Claims Never Checked Out
In-House Use
Item Status
Barcode Completion
9. Bills and Payments
Circulation vs. Grocery Bills
Making Payments
Patron Credit
Adjust Bill Balance to Zero
Voiding Bills
Adding New "Grocery" Bills
Bill History
Refund
10. Holds
Placing Holds
Managing Holds
Pull List for Hold Requests
Transferring Title Holds
Re-targeting Holds
Capturing Holds
Holds Shelf List and Clearing Shelf-Expired Holds
Hopeless Holds
Hold Groups
Holds Filling Explained
11. Items in Transit
When Will An Item Go In Transit?
Receive In Transit Items
Transit Details
Transit List
Cancel Transits
12. Self Check
Staff Functions in the Evergreen Self Check
Basic Check Out
Renew Items
View Items Out
View Holds
View Fines
13. Offline Circulation
Set up Workstations for Offline Circulation
Conduct Offline Transactions
Upload and Process Offline Transactions
Transfer Offline Transactions
III. Cataloguing
14. Searching the Database for Cataloguing Purposes
Catalogue Preferences
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes
15. Adding Holdings to Bibliographic Records
Adding Holdings to Bibliographic Records
New Items and Holds
Adding Holdings for Non-physical Resources
16. Maintaining Holdings
Holdings Editor
Holdings Editor Defaults
Holdings Templates
Item Alert, Note, Tag and Stat Cat
Editing Holdings
Replacing a Barcode
Batch Editing Items
Spine/Pocket Labels
Transferring Holdings
Deleting Holdings
17. Item Buckets
Creating/Deleting Item Buckets
Adding/Removing Item Records to/from a Bucket
Working with Items in a Bucket
Retrieving Shared Buckets
18. Adding Bibliographic Records
Importing Bibliographic Records via Z39.50 Interface
Batch Importing Bibliographic Records
Creating New Bibliographic Records
Sitka’s Minimum MARC record
Cataloguing Non-physical Resources
19. Maintaining Bibliographic records
Editing MARC Records
Editing MARC Record Leader and Fixed Field 008
Fixed Field 007 Physical Characteristics Wizard
Search Filters and Format Icons
Merging Bibliographic Records
Deleting Bibliographic Records
Exporting Bibliographic Records
20. Record Buckets
Creating Record Buckets
Adding Records to a Record Bucket
Working with Records in a Record Bucket
IV. Public Catalogue
21. Search the Public Catalogue
Basic Search
Advanced Search
Numeric Search
MARC Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results
22. Public Catalogue Holds
Title and Volume Holds
Placing Holds on Multiple Records of the Same Title
Unsuccessful Hold Messages
23. My Account
Logging into My Account
Resetting Your Password
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Fines and Payments
24. Baskets and Lists
Adding Titles to the Basket
Removing Titles from the Basket
Batch Actions Through the Basket
Creating Lists
Sharing Lists
Downloading Lists
Deleting Lists
Adding Titles to a List
Managing Titles in a List
Add a Note or Annotate a List
25. Integrated eResources
Checking Out eResources
Placing Holds on eResources
Checked Out and On Hold eResources in My Account
V. Reports
26. Reports Overview
27. Folders
Creating Folders
Managing Folders
28. Shared Sitka Templates
What’s in Sitka_templates
Clone a template from Sitka_templates
Modify a template
Examples of using Sitka’s templates
29. Generating Reports from Templates
30. Viewing Report Output
31. Running Recurring Reports
32. Viewing/Editing/Rescheduling Reports
33. Creating Templates
Choosing Displayed Fields
Applying Filters
34. Commonly Used Tables and Views in Evergreen Database
Commonly used tables and views
35. Template Terminology: Data Types, Transforms, and Operators
Data Types
Field Transforms
Operators
VI. Serials
36. Serials Administration
Serial Item Templates
Prediction Pattern Templates
Serials Settings
37. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
38. Serials Receiving
Receive Issues
Batch Receive
39. Special Issues
Adding Extra Copies
Adding Special Issues
40. Routing List
41. Serials Binding
Apply a Binding Template
Bind Received Issues Together
VII. Inventory
42. Running Inventory
Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner
43. Reporting on Inventory
VIII. Course Reserves
44. Course Reserves Administration
Implementing Course Reserves
Creating Course Reserve Lists
Adding Course Reserves
Editing/Removing Course Reserves
45. Using Course Reserves
IX. Booking
46. Booking Module
Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations
47. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
X. Administration
48. Administration Overview
49. Workstation Administration
Search Preferences
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Hatch
Tests
Disable Sounds
50. Local Administration
Overview
Age Overdue Circs to Lost
Cash Reports
Circulation Policies
Closed Dates Editor
Group Penalty Thresholds
Hold Policies
Item Alert Suppression
Item Tags
Library Settings Editor
Non-catalogued Type Editor
Hold-driven Recall
Shelving Location Editor
Shelving Location Groups
Shelving Location Order
Statistical Category Editor
Surveys
Transit List
Work Log
51. Server Administration
Call Number Prefix and Suffix
Circulation Modifiers
Floating Group
Hard Due Date
Item Status
Organizational Units
52. Evergreen Self Check Administrative Set-up
53. Deleting Inactive Cards and Patron Accounts by Sitka’s In-house Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
54. Library Staff Accounts
Creating Library Staff Accounts
Editing Library Staff Accounts
Resetting Staff Account Password
Staff Account Permission Groups
Granting Additional Permissions to Staff Accounts
Searching for Library Staff Accounts
Closing Library Staff Accounts
55. Circulation, Hold, and Patron Account Notices
Circulation Pre-due Notices
Circulation Overdue Notices
Final Notices
Holds Notifications
Patron Account Notices
56. Evergreen System Requirements
A. Licensing
Index

List of Tables

5.1. Keyboard Shortcuts
49.1. Text Formatting
49.2. Date Formatting
49.3. Currency Formatting
49.4. Any Type of Print Template
49.5. Bills, Current
49.6. Bills, Historical
49.7. Bills, Payment
49.8. Checkin
49.9. Checkout
49.10. Hold Pull List
49.11. Hold Shelf Slip
49.12. Hold Transit Slip
49.13. Holds for Bib Record
49.14. Holds for Patron
49.15. In-House Use List
49.16. Item Status
49.17. Items Out
49.18. Patron Address
49.19. Patron Note
49.20. Renew
49.21. Transit List
49.22. Transit Slip
50.1. Data Types in the Library Settings Editor
50.2. Booking and Cataloging
50.3. Circulation
50.4. Credit Card Processing
50.5. Ebook API Integration
50.6. Finances
50.7. GUI: Graphic User Interface
50.8. Global
50.9. Holds
50.10. Library
50.11. OPAC
50.12. Offline and Program
50.13. Receipt Templates and SMS Text Message
50.14. Security
50.15. Self Check and Others
50.16. Vandelay
56.1. Recommended Internet Connection Speeds

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