Sitka’s Evergreen Documentation
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Sitka’s Evergreen Documentation

Table of Contents

I. Introduction

1. New Features in Evergreen Version 3.3

Web Staff Client (Web Client)
Circulation
Cataloguing
Catalogue/Public Catalogue
Library Settings
Patron Accounts

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 Barcode Scan
Patron Search
Register New Patrons
Patron Self-Registration
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

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 Items and Holds
Adding Holdings for Non-physical Resources

16. Maintaining Holdings

Working on Item Attributes
Call Number/Item Defaults
Holdings Template
Item Alert, Note, Tag and Stat Cat
Editing Holdings
Replacing a Barcode
Batch Editing Items
Spine/Pocket Labels
Transferring Holdings
Deleting Holdings

17. Item Buckets

Creating/Deleting Item Buckets
Adding/Removing Item Records to/from a Bucket
Working with Items 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
Fixed Field 007 Physical Characteristics Wizard
Format Filters and Format Icons
Merging Bibliographic Records
Deleting Bibliographic Records
Exporting Bibliographic Records

20. Record Buckets

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
Reservations
Fines and Payments

24. Basket and Lists

Adding Titles to the Basket
Removing Titles from the Basket
Batch Actions Through the Basket
Creating Lists
Sharing Lists
Downloading Lists
Deleting Lists
Adding Titles to a List
Managing Titles in a List

25. Integrated eResources

Checking Out eResources
Placing Holds on eResources
Checked out and On Hold eResources in My Account

26. Reports Overview

27. Folders

Creating Folders
Managing Folders

28. Shared Sitka Templates

What’s in Sitka_templates
Clone a template from Sitka_templates
Modify a template
Examples of using Sitka’s templates

29. Generating Reports from Templates

30. Viewing Report Output

31. Running Recurring Reports

32. Viewing/Editing/Rescheduling Reports

33. Creating Templates

Choosing Displayed Fields
Applying Filters

34. Commonly Used Tables and Views in Evergreen Database

Commonly used tables and views

35. Template Terminology: Data Types, Transforms, and Operators

Data Types
Field Transforms
Operators

VI. Serials

36. Serials Administration

Serials Permissions
Serial Copy Templates
Prediction Pattern Templates
Serials Settings

37. Serials Subscriptions

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

38. Serials Receiving

Quick Receive
Receive Issues
Batch Receive

39. Special Issues

Adding Extra Copies
Adding Special Issues

40. Routing List

41. Serials Binding

Apply a Binding Template
Bind Received Issues Together

VII. Inventory

42. Running Inventory

Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner

43. Reporting on Inventory

VIII. Course Reserves

44. Course Reserves Administration

Implementing Course Reserves
Creating Course Reserve Lists
Adding Course Reserves
Editing/Removing Course Reserves

45. Using Course Reserves

IX. Booking

46. Booking Module

Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation

47. Booking Module Administration

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

X. Administration

48. Administration Overview

49. Workstation Administration

Search Preferences
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Hatch
Tests
Disable Sounds

50. Local Administration

Overview
Age Overdue Circs to Lost
Cash Reports
Circulation Policies
Closed Date Editor
Item Alert Suppression
Shelving Location Editor
Shelving Location Order
Item Tags
Group Penalty Thresholds
Hold Policies
Library Settings Editor
Non-catalogued Type Editor
Hold-driven Recall
Statistical Category Editor
Survey
Transit List

51. Server Administration

Call Number Prefix and Suffix
Organizational Units
Item Status
Hard Due Date
Floating Group

52. Evegreen Self Check Administrative Set-up

53. Deleting Inactive Cards and Patron Accounts by Sitka’s In-house Patron Deletion Tool

Deleting Inactive Cards
Deleting Patron Accounts

54. 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

55. Circulation, Hold, and Patron Account Notices

Circulation Pre-due Notices
Circulation Overdue Notices
Final Notices
Holds Notifications
Patron Account Notices

56. Evergreen System Requirements

A. Licensing

List of Tables

49.1. Text Formatting
49.2. Date Formatting
49.3. Currency Formatting
49.4. Any Type of Print Template
49.5. Bills, Current
49.6. Bills, Historical
49.7. Bills, Payment
49.8. Checkin
49.9. Checkout
49.10. Hold Pull List
49.11. Hold Shelf Slip
49.12. Hold Transit Slip
49.13. Holds for Bib Record
49.14. Holds for Patron
49.15. In-House Use List
49.16. Item Status
49.17. Items Out
49.18. Patron Address
49.19. Patron Note
49.20. Renew
49.21. Transit List
49.22. Transit Slip
50.1. Data Types in the Library Settings Editor
50.2. Booking and Cataloging
50.3. Circulation
50.4. Credit Card Processing
50.5. Finances
50.6. GUI: Graphic User Interface
50.7. Global
50.8. Holds
50.9. Library
50.10. OPAC
50.11. Offline and Program
50.12. Receipt Templates and SMS Text Message
50.13. Security
50.14. Self Check and Others
50.15. Vandelay
56.1. Recommended Internet Connection Speeds

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