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

Staff Client
Circulation
Cataloguing
Staff Catalogue
Public Catalogue
Course Reserves
Reporter

2. Revisions and Attributions to Contributors

3. Sitka and Evergreen Resources

Websites
Additional Sitka Resources
Mailing Lists

4. Sitka’s Evergreen Support

How to Contact Support
Guidelines for Support Requests
RT Self Service

5. Getting Started

Accessing the Evergreen Staff Client for Sitka Libraries
Registering a Staff Workstation
Keyboard Navigation
Downloading and Installing Hatch

6. Configuring Your Workstation

Colour Mode Setting
Grids
Library Selector
Workstation Administration

7. Best Practices for Using the Browser

Setting Browser Defaults for Web Client
Bookmarks and Shortcuts
Browser Configuration
Troubleshooting

II. Circulation

8. 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

9. Circulation

Check Out
Check In
Barcode Completion
Renewals
Mark Items
Items with Deposits
In-House Use
Item Status

10. Bills and Payments

Billing a Patron
Making Payments
Refunding Payments
Adjusting the Bill Balance to Zero
Voiding Bills
Viewing Bill History

Working with Holds
Placing Holds
Viewing Holds
Managing Holds
Cancelling Holds
Pull List for Hold Requests
Holds Filling Explained
Capturing Holds and Hold Transits
Holds Shelf
Managing Hold Groups

12. Items in Transit

When Will An Item Go In Transit?
Receive In Transit Items
Transit Details
Cancel Transits

13. Self Check

Staff Functions in the Evergreen Self Check
Basic Check Out
Renew Items
View Items Out
View Holds
View Fines

14. Offline Circulation

Set up Workstations for Offline Circulation
Conduct Offline Transactions
Upload and Process Offline Transactions
Transfer Offline Transactions

III. Staff Catalogue

15. Accessing and Configuring the Staff Catalogue

Accessing the Staff Catalogue
Search Preferences
Search Templates

16. Searching the Catalogue

Search Form
Keyword Search
Numeric Search
MARC Search
Browse
Shelf Browse
Viewing Search Results

17. Viewing Bibliographic Records

Bibliographic Record Display
Record Views

18. Working with the Basket

Viewing the Basket
Adding Records to the Basket
Removing Records from the Basket
Batch Actions Through the Basket

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

Managing Record Buckets
Creating Record Buckets
Adding Records to a Record Bucket
Working with Records in a Record Bucket

V. Public Catalogue

28. Library Information

Opening Hours
Upcoming Closures
Contact Information
Mailing Address
Branch Relationship

29. Search the Public Catalogue

Basic Search
Advanced Search
Numeric Search
Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results

30. Public Catalogue Holds

Placing Holds
Unsuccessful Hold Messages
Additional Hold Options

31. My Account

Logging into My Account
Resetting Your Password
Request a Library Card
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Charges

32. 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

33. Integrated E-Items

Checking Out E-Items
Placing Holds on E-Items
Checked Out and On Hold E-Items in My Account

34. Course Reserves

Search Course Reserves
Course Lists

VI. Reports

35. Reporter Overview

36. Reporter Security

Reporter Privacy Waivers
Accessing Report Output
Personally Identifiable Information (PII) Redaction

37. Accessing the Reporter

38. Folders

Creating Folders
Managing Folders

39. Using the Reporter

Cloning a Report Template
Running a Report
Viewing Report Output
Maintaining Reporter Data

40. Shared Sitka Templates

What’s in Sitka_templates

41. Modifying Report Templates

42. Creating Report Templates

43. Report Template Editor

Basic Information
Display Field and Filter Selector
Display Field and Filter Tabs
Template Terminology

44. Troubleshooting Report Templates

45. The Evergreen Database

Commonly Used Tables

46. Simple Reports

VII. Inventory

47. Preparing for an Inventory

Inventory Date
Assessing Your Collection
Initial Set Up

48. Inventorying Your Collection

Workflow - Item Status
Workflow - Check In
Workflow - Portable Barcode Scanner
Finishing Your Inventory

VIII. Serials

49. Serials Administration

Serial Item Templates
Prediction Pattern Templates
Serials Settings

50. Serials Subscriptions

Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues

51. Serials Receiving

Receive Issues
Batch Receive

52. Special Issues

Adding Extra Copies
Adding Special Issues

53. Routing List

54. Serials Binding

Apply a Binding Template
Bind Received Issues Together

IX. Course Reserves

55. Implementing Course Reserves

56. 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

57. Booking Module

Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations

58. Booking Module Administration

Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources

XI. Administration

59. Administration Overview

60. Workstation Administration

Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Print Service ("Hatch")
Tests
Sounds
Include Full Library Names in Library Selector
Search Preferences

61. Local Administration

Overview
Age Overdue Circs to Lost
Carousels
Cash Reports
Circulation Policies
Closed Dates Editor
Group Penalty Thresholds
Hold Policies
Hold-driven Recall
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
Shelving Location Editor
Shelving Location Groups
Shelving Location Order
Statistical Categories - Item Editor
Statistical Categories - Patron Editor
Surveys
Transit List
Work Log

62. Server Administration

Age Hold Protect Rules
Call Number Prefix and Suffix
Circulation Modifiers
Floating Group
Hard Due Date
Item Statuses
Organizational Units

63. Evergreen Self Check Administrative Set-up

64. Public Catalogue Customizations

Appearance
Search Library Scope
Request a Library Card
My Account Login
Patron Settings

65. Sitka’s Patron Deletion Tool

Accessing the Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
Undeleting Patron Accounts

66. 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

67. Patron Notifications

Email Notifications
Checking for Notifications
Courtesy Notifications
Overdue Notifications
Circulation Notifications
Hold Notifications
Patron Account Related Notifications

68. 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

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