Sitka’s Evergreen Documentation
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Sitka’s Evergreen Documentation
Table of Contents
I. Introduction
1. New Features in Evergreen Version 3.14
Circulation
Cataloguing
Staff Catalogue
Public Catalogue
Course Reserves
Administration
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
Troubleshooting
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
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. Staff Catalogue
14. Configuring the Staff Catalogue
Search Preferences
Search Templates
15. Searching the Catalogue
Library Selector (Search Library)
Search Panes
Keyword Search
Numeric Search
MARC Search
Browse
Shelf Browse
16. Search Results
Result Details
Facets
Buckets
17. Bibliographic Records (Record Details)
Record Summary
Results Navigation
Record Actions
Record Views
Grid Options
18. Basket
Adding Records to the Basket
Removing Records from the Basket
Viewing the Basket
Place Hold
Print Title Details
Email Title Details
Add Basket to Bucket
Export Records
IV. Cataloguing
19. Searching the Database for Cataloguing Purposes
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes
20. The Holdings Editor
Holdings Editor
Holdings Details
Item Attributes
Holdings Editor Preferences
Holdings Templates
21. Adding Holdings
Adding Holdings to Bibliographic Records
Item Labels
New Items and Holds
Adding Holdings for Electronic Resources
22. Maintaining Holdings
Batch Editing Items
Replacing a Barcode
Transferring Holdings
Deleting Holdings
Deleting Holdings for Electronic Resources
23. Item Buckets
Creating/Deleting Item Buckets
Adding Items to a Bucket
Working with Items in a Bucket
Retrieving Shared Buckets
24. 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
Adding Related Resources to MARC Records
Uploading Cover Images
25. Batch Loading Bibliographic Records
MARC Importer
Import Templates
Uploading MARC Record Files
Importing MARC Records
Managing Import Queues
26. 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
27. Record Buckets
Creating Record Buckets
Sharing Record Buckets
Adding Records to a Record Bucket
Working with Records in a Record Bucket
V. Public Catalogue
28. Search the Public Catalogue
Basic Search
Advanced Search
Numeric Search
Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results
29. Public Catalogue Holds
Placing Holds
Unsuccessful Hold Messages
Additional Hold Options
30. My Account
Logging into My Account
Resetting Your Password
Request a Library Card
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Charges
31. 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
32. Integrated E-Items
Checking Out E-Items
Placing Holds on E-Items
Checked Out and On Hold E-Items in My Account
33. Course Reserves
Search Course Reserves
Course Lists
VI. Reports
34. Reporter Overview
35. Accessing the Reporter
36. Folders
Creating Folders
Managing Folders
Sharing Folders
37. Using the Reporter
Cloning a Report Template
Running a Report
Viewing Report Output
Maintaining Reporter Data
38. Shared Sitka Templates
What’s in Sitka_templates
39. Modifying Report Templates
40. Creating Report Templates
41. Report Template Editor
Basic Information
Display Field and Filter Selector
Display Field and Filter Tabs
Template Terminology
42. Troubleshooting Report Templates
43. The Evergreen Database
Commonly Used Tables
VII. Simple Reports
44. Simple Reports
VIII. Serials
45. Serials Administration
Serial Item Templates
Prediction Pattern Templates
Serials Settings
46. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
47. Serials Receiving
Receive Issues
Batch Receive
48. Special Issues
Adding Extra Copies
Adding Special Issues
49. Routing List
50. Serials Binding
Apply a Binding Template
Bind Received Issues Together
IX. Inventory
51. Running Inventory
Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner
52. Reporting on Inventory
X. Course Reserves
53. Implementing Course Reserves
54. 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
XI. Booking
55. Booking Module
Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations
56. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
XII. Administration
57. Administration Overview
58. Workstation Administration
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Print Service ("Hatch")
Tests
Sounds
Include Full Library Names in Library Selector
Search Preferences
59. Local Administration
Overview
Age Overdue Circs to Lost
Carousels
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
Permission Tree Display Entries
Hold-driven Recall
Shelving Location Editor
Shelving Location Groups
Shelving Location Order
Statistical Categories - Item Editor
Statistical Categories - Patron Editor
Surveys
Transit List
Work Log
60. Server Administration
Age Hold Protect Rules
Call Number Prefix and Suffix
Circulation Modifiers
Floating Group
Hard Due Date
Item Statuses
Organizational Units
61. Evergreen Self Check Administrative Set-up
62. Public Catalogue Customizations
Appearance
Search Library Scope
Request a Library Card
My Account Login
Patron Settings
63. Sitka’s Patron Deletion Tool
Accessing the Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
Undeleting Patron Accounts
64. 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
65. Patron Notifications
Email Notifications
Checking for Notifications
Courtesy Notifications
Overdue Notifications
Circulation Notifications
Hold Notifications
Patron Account Related Notifications
66. 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
Local Administration
Index
List of Tables
5.1.
Keyboard Shortcuts
58.1.
Text Formatting
58.2.
Date Formatting
58.3.
Currency Formatting
58.4.
Any Type of Print Template
58.5.
Bills, Current
58.6.
Bills, Historical
58.7.
Bills, Payment
58.8.
Checkin
58.9.
Checkout
58.10.
Hold Pull List
58.11.
Hold Shelf Slip
58.12.
Hold Transit Slip
58.13.
Holds for Bib Record
58.14.
Holds for Patron
58.15.
In-House Use List
58.16.
Item Status
58.17.
Items Out
58.18.
Patron Address
58.19.
Patron Note
58.20.
Renew
58.21.
Transit List
58.22.
Transit Slip
59.1.
Data Types in the Library Settings Editor
59.2.
Booking
59.3.
Cataloging
59.4.
Circulation
59.5.
Credit Card Processing
59.6.
Ebook API Integration
59.7.
Finances
59.8.
Global
59.9.
GUI: Graphic User Interface
59.10.
Holds
59.11.
Library
59.12.
Offline
59.13.
OPAC
59.14.
Program
59.15.
Receipt Templates
59.16.
Security
59.17.
Self Check
59.18.
Serials
59.19.
SMS Text Message
59.20.
URL Verify
59.21.
Vandelay
59.22.
Un-categorized
66.1.
Recommended Internet Connection Speeds
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