Configuring Your Workstation

Function Bar
Column Configuration
Manage Actions Menu
Library Selector
Workstation Administration

Function Bar

The function bar can be found throughout Evergreen and enables you to page through pages, adjust the number of rows displaying, access the Actions menu, and manage your columns and Actions menus.

The function bar comes in two styles with similar functionality.

  1. Page through pages
  2. Actions Menu
  3. Adjust number of rows
  4. Jump to page
  5. Show Grid Options menu
  6. Text wrap

Column Configuration

From many screens and lists, you can click on the column picker drop-down menu to change which columns are displayed. Various search results tables may not default to the most useful columns. For instance, the patron search results page may be easier to use if you change the columns to Card, Last Name, First Name, Middle Name, and Primary Identification, and you may wish to have the results sort by Last Name, then by First Name.

To customize your columns:

  1. Click on the dropdown arrow or the settings symbol on the function bar to open the column picker.

    1. Some options in the menu and the resulting screens will differ depending on the version of the function bar.

  2. You can select the desired display columns from the dropdown list or,
  3. Click Manage columns for more options.

    1. Click Visible to make a column visible or hidden [T/F].
    2. Click Sort Visible Columns to Top.
    3. Click Move Up or Move Down to change column position.
    4. Click First Visible or Last Visible to move the selected column to the top or bottom of the list.
    5. Use Sort Priority to prioritize how sorting should work. (A negative number will sort the column in reverse order.)

      1. This option only appears in certain cases.

  4. Click Manage Column Widths.

    1. Click Expand or Shrink to adjust column sizes.

  5. Click Save Grid Settings.


Manage Actions Menu

On one version of the Function Bar, found on some screens, you can choose Manage Actions Menu to change which actions are displayed and available. The action choices vary from screen to screen.

  1. Click on the Show Grid Options (gear icon) menu.
  2. Select Manage Actions Menu.


  3. Make required changes and click Close.


  4. Click on the Show Grid Options (gear icon) menu again.
  5. Select Save Grid Settings.


Library Selector

Some interfaces include a library selector that enables staff to set the scope for the interface.

There are currently several styles of the library selector.

The library selector in newer interfaces shows the full names of the library if full names are enabled.

Where applicable Ancestor and Descendants checkboxes are included. Multi-branch libraries can set the library to their system and then check the Descendants checkbox to include all of their branches.


The library selector in older interfaces only shows the library shortcode. This older style of library selector will be phased out as future updates to Evergreen replace the older interfaces.



Some interfaces include filters that enable staff to filter the available rows.


Depending on the data in the field the filters will either allow you to filter on true/false or the text values.


When a column is filtered it will display with a blue Filter that can be edited to change the value of the filter. Filters can be removed individually per column by clearing the filter or all filters can be removed at once using the Remove Filters button.


Workstation Administration

Workstation specific information can be set by going to Administration → Workstation.

Here staff can:

Staff should not use the search preferences settings found in Workstation Administration. Instead search preferences should be set from within the staff catalogue. See the section called “Search Preferences”.

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