Sitka’s Evergreen Documentation


Table of Contents

I. Introduction
1. New Features in Evergreen Version 3.5
Web Staff Client (Web Client)
Circulation
Cataloguing
Catalogue/Public Catalogue
Library Settings
Bug Fixes
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
Column Configuration
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
Patron Barcode Scan
Patron Search
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
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
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
Advanced/Numeric Search
MARC Expert Search
15. Adding Holdings to Bibliographic Records
Adding Holdings to Bibliographic Records
New Items and Holds
Adding Holdings for Non-physical Resources
16. Maintaining Holdings
Working on Item Attributes
Call Number/Item Defaults
Holdings Template
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
Format 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. Experimental Catalogue
21. Introduction to the Experimental Catalogue
Enable the Experimental Catalogue
22. Searching the Database for Cataloguing Purposes
Catalogue Preferences
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes
23. Adding Holdings in the Experimental Catalogue
Adding Holdings
New Items and Holds in the Experimental Catalogue
Adding Holdings for Non-physical Resources in the Experimental Catalogue
V. Public Catalogue
24. Search the Public Catalogue
Basic Search
Advanced Search
Numeric Search
MARC Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results
25. Public Catalogue Holds
Title and Volume Holds
Placing Holds on Multiple Records of the Same Title
26. My Account
Logging into My Account
Resetting Your Password
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Fines and Payments
27. Basket 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
28. Integrated eResources
Checking Out eResources
Placing Holds on eResources
Checked out and On Hold eResources in My Account
VI. Reports
29. Reports Overview
30. Folders
Creating Folders
Managing Folders
31. Shared Sitka Templates
What’s in Sitka_templates
Clone a template from Sitka_templates
Modify a template
Examples of using Sitka’s templates
32. Generating Reports from Templates
33. Viewing Report Output
34. Running Recurring Reports
35. Viewing/Editing/Rescheduling Reports
36. Creating Templates
Choosing Displayed Fields
Applying Filters
37. Commonly Used Tables and Views in Evergreen Database
Commonly used tables and views
38. Template Terminology: Data Types, Transforms, and Operators
Data Types
Field Transforms
Operators
VII. Serials
39. Serials Administration
Serial Item Templates
Prediction Pattern Templates
Serials Settings
40. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
41. Serials Receiving
Quick Receive
Receive Issues
Batch Receive
42. Special Issues
Adding Extra Copies
Adding Special Issues
43. Routing List
44. Serials Binding
Apply a Binding Template
Bind Received Issues Together
VIII. Inventory
45. Running Inventory
Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner
46. Reporting on Inventory
IX. Course Reserves
47. Course Reserves Administration
Implementing Course Reserves
Creating Course Reserve Lists
Adding Course Reserves
Editing/Removing Course Reserves
48. Using Course Reserves
X. Booking
49. Booking Module
Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations
50. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
XI. Administration
51. Administration Overview
52. Workstation Administration
Search Preferences
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Hatch
Tests
Disable Sounds
53. Local Administration
Overview
Age Overdue Circs to Lost
Cash Reports
Circulation Policies
Closed Date 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
54. Server Administration
Call Number Prefix and Suffix
Floating Group
Hard Due Date
Item Status
Organizational Units
55. Evegreen Self Check Administrative Set-up
56. Deleting Inactive Cards and Patron Accounts by Sitka’s In-house Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
57. Staff Accounts
Creating Staff Account
Creating Local System Administrator Accounts
Editing Staff Accounts
Resetting Staff Account Password
Staff Account Permission Groups
Granting Additional Permissions to Staff Accounts
58. Circulation, Hold, and Patron Account Notices
Circulation Pre-due Notices
Circulation Overdue Notices
Final Notices
Holds Notifications
Patron Account Notices
59. Evergreen System Requirements
A. Licensing
Index

List of Tables

52.1. Text Formatting
52.2. Date Formatting
52.3. Currency Formatting
52.4. Any Type of Print Template
52.5. Bills, Current
52.6. Bills, Historical
52.7. Bills, Payment
52.8. Checkin
52.9. Checkout
52.10. Hold Pull List
52.11. Hold Shelf Slip
52.12. Hold Transit Slip
52.13. Holds for Bib Record
52.14. Holds for Patron
52.15. In-House Use List
52.16. Item Status
52.17. Items Out
52.18. Patron Address
52.19. Patron Note
52.20. Renew
52.21. Transit List
52.22. Transit Slip
53.1. Data Types in the Library Settings Editor
53.2. Booking and Cataloging
53.3. Circulation
53.4. Credit Card Processing
53.5. Ebook API Integration
53.6. Finances
53.7. GUI: Graphic User Interface
53.8. Global
53.9. Holds
53.10. Library
53.11. OPAC
53.12. Offline and Program
53.13. Receipt Templates and SMS Text Message
53.14. Security
53.15. Self Check and Others
53.16. Vandelay
59.1. Recommended Internet Connection Speeds

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