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

List of Tables

50.1. Text Formatting
50.2. Date Formatting
50.3. Currency Formatting
50.4. Any Type of Print Template
50.5. Bills, Current
50.6. Bills, Historical
50.7. Bills, Payment
50.8. Checkin
50.9. Checkout
50.10. Hold Pull List
50.11. Hold Shelf Slip
50.12. Hold Transit Slip
50.13. Holds for Bib Record
50.14. Holds for Patron
50.15. In-House Use List
50.16. Item Status
50.17. Items Out
50.18. Patron Address
50.19. Patron Note
50.20. Renew
50.21. Transit List
50.22. Transit Slip
51.1. Data Types in the Library Settings Editor
51.2. Booking and Cataloging
51.3. Circulation
51.4. Credit Card Processing
51.5. Ebook API Integration
51.6. Finances
51.7. GUI: Graphic User Interface
51.8. Global
51.9. Holds
51.10. Library
51.11. OPAC
51.12. Offline and Program
51.13. Receipt Templates and SMS Text Message
51.14. Security
51.15. Self Check and Others
51.16. Vandelay
57.1. Recommended Internet Connection Speeds

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