Sitka’s Evergreen Documentation


Table of Contents

I. Introduction
1. New Features in Evergreen Version 3.1
New Staff Client on Web Browser
Circulation
Cataloguing
Catalogue
Serials
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
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 Search
Register New Patrons
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 Copies and Holds
Adding Holdings for Non-physical Resources
16. Maintaining Holdings
Working on Copy Attributes
Volume/Copy Defaults
Volume/Copy Template
Copy Alert, Note, Tag and Stat Cat
Editing Holdings
Replacing a Barcode
Batch Editing Copies
Spine/Pocket Labels
Transferring Holdings
Deleting Holdings
17. Copy Bucket
Creating/Deleting Copy Buckets
Adding/Removing Copy Records to/from a Bucket
Working with Copies 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
Format Filters and Format Icons
Merging Bibliographic Records
Deleting Bibliographic Records
Exporting Bibliographic Records
20. Record Bucket
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
23. My Account
Logging into My Account
Resetting Your Password
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Fines and Payments
My Lists
24. Integrated eResources
Checking Out eResources
Placing Holds on eResources
Checked out and On Hold eResources in My Account
V. Reports
25. Reports Overview
26. Folders
Creating Folders
Managing Folders
27. Shared Sitka Templates
What’s in Sitka_templates
Clone a template from Sitka_templates
Modify a template
Examples of using Sitka’s templates
28. Generating Reports from Templates
29. Viewing Report Output
30. Running Recurring Reports
31. Viewing/Editing/Rescheduling Reports
32. Creating Templates
Choosing Displayed Fields
Applying Filters
33. Commonly Used Tables and Views in Evergreen Database
Commonly used tables and views
34. Template Terminology: Data Types, Transforms, and Operators
Data Types
Field Transforms
Operators
VI. Serials
35. Serials Administration
Serials Permissions
Serial Copy Templates
Prediction Pattern Templates
Serials Settings
36. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
37. Serials Receiving
Quick Receive
Receive Issues
Batch Receive
38. Special Issues
Adding Extra Copies
Adding Special Issues
39. Routing List
40. Serials Binding
VII. Inventory
41. Running Inventory
Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner
42. Reporting on Inventory
VIII. Course Reserves
43. Course Reserves Administration
Implementing Course Reserves
Creating Course Reserve Lists
Adding Course Reserves
Editing/Removing Course Reserves
44. Using Course Reserves
IX. Booking
45. Booking Module
Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
46. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
X. Administration
47. Administration Overview
48. Workstation Administration
Search Preferences
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Hatch
Tests
Disable Sounds
49. Local Administration
Overview
Cash Reports
Circulation Policy
Closed Date Editor
Copy Alert Suppression
Copy Location Editor
Copy Location Group
Copy Location Order
Copy Tag
Group Penalty Thresholds
Hold-driven Recall
Hold Policy
Library Settings Editor
Non-catalogued Type Editor
Statistical Category Editor
Survey
Transit List
50. Server Administration
Call Number Prefix and Suffix
Organizational Units
Copy Status
Hard Due Date
Floating Group
51. Evegreen Self Check Administrative Set-up
52. Deleting Inactive Cards and Patron Accounts by Sitka’s In-house Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
53. 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
54. Circulation, Hold, and Patron Account Notices
Circulation Pre-due Email Notice
Circulation Overdue Notices
Final Notices
Holds Notifications
Patron Account Notices
55. Managing OPAC Stations
56. Evergreen System Requirements
A. Licensing
Index

List of Tables

48.1. Text Formatting
48.2. Date Formatting
48.3. Currency Formatting
48.4. Any Type of Print Template
48.5. Bills, Current
48.6. Bills, Historical
48.7. Bills, Payment
48.8. Checkin
48.9. Checkout
48.10. Hold Pull List
48.11. Hold Shelf Slip
48.12. Hold Transit Slip
48.13. Holds for Bib Record
48.14. Holds for Patron
48.15. In-House Use List
48.16. Item Status
48.17. Items Out
48.18. Patron Address
48.19. Patron Note
48.20. Renew
48.21. Transit List
48.22. Transit Slip
49.1. Data Types in the Library Settings Editor
49.2. Booking and Cataloging
49.3. Circulation
49.4. Credit Card Processing
49.5. Finances
49.6. GUI: Graphic User Interface
49.7. Global
49.8. Holds
49.9. Library
49.10. OPAC
49.11. Offline and Program
49.12. Receipt Templates and SMS Text Message
49.13. Security
49.14. Self Check and Others
49.15. Vandelay
56.1. Recommended Internet Connection Speeds

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