Sitka’s Evergreen Documentation

Table of Contents

I. Introduction
1. New Features in Evergreen Version 3.11
Staff Client
Staff Catalogue
Public Catalogue
Course Reserves
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
Registering a Staff Workstation
Configuring Your Workstation
Keyboard Navigation
Downloading and Installing Hatch
6. Best Practices for Using the Browser
Setting Browser Defaults for Web Client
Bookmarks and Shortcuts
Browser Configuration
II. Circulation
7. Patron Accounts
Retrieving Patron Accounts
Working with Patron Accounts
Registering New Patrons
Editing Patron Accounts
Patron Account Fields
Patron Notes
User Buckets
Merging Patron Accounts
8. Circulation
Check Out
Check In
Barcode Completion
Renewing Items
Mark Items
Items with Deposits
In-House Use
Item Status
9. Bills and Payments
Billing a Patron
Making Payments
Refunding Payments
Adjusting the Bill Balance to Zero
Voiding Bills
Viewing Bill History
10. Holds
Working with Holds
Placing Holds
Viewing Holds
Managing Holds
Pull List for Hold Requests
Holds Filling Explained
Capturing Holds and Hold Transits
Holds Shelf
Managing Hold Groups
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
Search Preferences
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes
15. The Holdings Editor
Holdings Editor
Holdings Details
Item Attributes
Holdings Editor Preferences
Holdings Templates
16. Adding Holdings
Adding Holdings to Bibliographic Records
Item Labels
New Items and Holds
Adding Holdings for Electronic Resources
17. Maintaining Holdings
Batch Editing Items
Replacing a Barcode
Transferring Holdings
Deleting Holdings
Deleting Holdings for Electronic Resources
18. Item Buckets
Creating/Deleting Item Buckets
Adding Items to a Bucket
Working with Items in a Bucket
Retrieving Shared Buckets
19. Adding Individual Records
Importing Bibliographic Records via Z39.50 Interface
Creating New Records for Bibliographic Resources
Creating New Records for Non-Bibliographic Resources
Creating New Records for Electronic Resources
Using Library Specific MARC Templates
Uploading Cover Images
20. Batch Loading Bibliographic Records
MARC Importer
Import Templates
Uploading MARC Record Files
Importing MARC Records
Managing Import Queues
21. Maintaining Bibliographic Records
Editing MARC Records
Enhanced MARC Editor
Flat Text Editor
Search Filters and Format Icons
Merging Bibliographic Records
Undeleting Bibliographic Records
Deleting Bibliographic Records
Exporting Bibliographic Records
22. Record Buckets
Creating Record Buckets
Sharing Record Buckets
Adding Records to a Record Bucket
Working with Records in a Record Bucket
IV. Public Catalogue
23. Search the Public Catalogue
Basic Search
Advanced Search
Numeric Search
Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results
24. Public Catalogue Holds
Placing Holds
Unsuccessful Hold Messages
Additional Hold Options
25. My Account
Logging into My Account
Resetting Your Password
Request a Library Card
Account Summary
Account Preferences
Items Checked Out
26. Baskets and Lists
Adding Titles to the Basket
Removing Titles from the Basket
Batch Actions Through the Basket
Creating Lists
Adding Titles to a List
Managing Titles in a List
Managing Lists
27. Integrated E-Items
Checking Out E-Items
Placing Holds on E-Items
Checked Out and On Hold E-Items in My Account
28. Course Reserves
Search Course Reserves
Course Lists
V. Reports
29. Reporter Overview
30. Accessing the Reporter
31. Folders
Creating Folders
Managing Folders
Sharing Folders
32. Using the Reporter
Cloning a Report Template
Running a Report
Viewing Report Output
Maintaining Reporter Data
33. Shared Sitka Templates
What’s in Sitka_templates
34. Modifying Report Templates
35. Creating Report Templates
36. Report Template Editor
Basic Information
Display Field and Filter Selector
Display Field and Filter Tabs
Template Terminology
37. Troubleshooting Report Templates
38. The Evergreen Database
Commonly Used Tables
VI. Simple Reports
39. Simple Reports
VII. Serials
40. Serials Administration
Serial Item Templates
Prediction Pattern Templates
Serials Settings
41. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
42. Serials Receiving
Receive Issues
Batch Receive
43. Special Issues
Adding Extra Copies
Adding Special Issues
44. Routing List
45. Serials Binding
Apply a Binding Template
Bind Received Issues Together
VIII. Inventory
46. Running Inventory
Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner
47. Reporting on Inventory
IX. Course Reserves
48. Implementing Course Reserves
49. Course Reserves Administration
Creating Terms
Creating Courses
Attaching a Course to a Term
Associating Materials With a Course
Adding a User to a Course
Archiving a Course
Un-Archiving a Course
Deleting a Course
X. Booking
50. Booking Module
Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations
51. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
XI. Administration
52. Administration Overview
53. Workstation Administration
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Print Service ("Hatch")
Include Full Library Names in Library Selector
Search Preferences
54. Local Administration
Age Overdue Circs to Lost
Cash Reports
Circulation Policies
Closed Dates Editor
Group Penalty Thresholds
Hold Policies
Hopeless Holds
Item Alert Suppression
Item Tags
Library Settings Editor
Non-catalogued Type Editor
Notifications / Action Triggers
Patrons with Negative Balances
Hold-driven Recall
Shelving Location Editor
Shelving Location Groups
Shelving Location Order
Statistical Categories - Item Editor
Statistical Categories - Patron Editor
Transit List
Work Log
55. Server Administration
Age Hold Protect Rules
Call Number Prefix and Suffix
Circulation Modifiers
Floating Group
Hard Due Date
Item Statuses
Organizational Units
56. Evergreen Self Check Administrative Set-up
57. Public Catalogue Customizations
Search Library Scope
Request a Library Card
My Account Login
Patron Settings
58. Sitka’s Patron Deletion Tool
Accessing the Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
Undeleting Patron Accounts
59. 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
60. Patron Notifications
Email Notifications
Checking for Notifications
Courtesy Notifications
Overdue Notifications
Circulation Notifications
Hold Notifications
Patron Account Related Notifications
61. Evergreen System Requirements
A. Licensing
B. Character Codes for Leader and 008 Field Grid
C. Report Definition Examples
Circulation Related Statistics
Collection Management
Collection Promotion
Patron Management

List of Tables

5.1. Keyboard Shortcuts
53.1. Text Formatting
53.2. Date Formatting
53.3. Currency Formatting
53.4. Any Type of Print Template
53.5. Bills, Current
53.6. Bills, Historical
53.7. Bills, Payment
53.8. Checkin
53.9. Checkout
53.10. Hold Pull List
53.11. Hold Shelf Slip
53.12. Hold Transit Slip
53.13. Holds for Bib Record
53.14. Holds for Patron
53.15. In-House Use List
53.16. Item Status
53.17. Items Out
53.18. Patron Address
53.19. Patron Note
53.20. Renew
53.21. Transit List
53.22. Transit Slip
54.1. Data Types in the Library Settings Editor
54.2. Booking
54.3. Cataloging
54.4. Circulation
54.5. Credit Card Processing
54.6. Ebook API Integration
54.7. Finances
54.8. Global
54.9. GUI: Graphic User Interface
54.10. Holds
54.11. Library
54.12. Offline
54.13. OPAC
54.14. Program
54.15. Receipt Templates
54.16. Security
54.17. Self Check
54.18. Serials
54.19. SMS Text Message
54.20. URL Verify
54.21. Vandelay
54.22. Un-categorized
61.1. Recommended Internet Connection Speeds

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