Sitka’s Evergreen Documentation
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Sitka’s Evergreen Documentation

Table of Contents

I. Introduction

1. New Features in Evergreen Version 3.5

Web Staff Client (Web Client)
Circulation
Cataloguing
Catalogue/Public Catalogue
Library Settings
Bug Fixes

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
Keyboard Shortcuts
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
Autorenewals
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
Voiding 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. Experimental Catalogue

21. Introduction to the Experimental Catalogue

Enable the Experimental Catalogue

22. Searching the Database for Cataloguing Purposes

Catalogue Preferences
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes

23. Adding Holdings in the Experimental Catalogue

Adding Holdings
New Items and Holds in the Experimental Catalogue
Adding Holdings for Non-physical Resources in the Experimental Catalogue

24. Bibliographic Records in the Experimental Catalogue

Editing MARC Records in the Experimental Catalogue
Search Filters and Format Icons
MARC Record Leader and Fixed Field 008
Physical Characteristics Wizard

V. Public Catalogue

25. Search the Public Catalogue

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

26. Public Catalogue Holds

Title and Volume Holds
Placing Holds on Multiple Records of the Same Title

27. My Account

Logging into My Account
Resetting Your Password
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Fines and Payments

28. 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

29. Integrated eResources

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

VI. Reports

30. Reports Overview

31. Folders

Creating Folders
Managing Folders

32. Shared Sitka Templates

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

33. Generating Reports from Templates

34. Viewing Report Output

35. Running Recurring Reports

36. Viewing/Editing/Rescheduling Reports

37. Creating Templates

Choosing Displayed Fields
Applying Filters

38. Commonly Used Tables and Views in Evergreen Database

Commonly used tables and views

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

Data Types
Field Transforms
Operators

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

Quick Receive
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. Course Reserves Administration

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

49. Using Course Reserves

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

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

54. Local Administration

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

55. Server Administration

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

56. Evegreen Self Check Administrative Set-up

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

Deleting Inactive Cards
Deleting Patron Accounts

58. 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

59. Circulation, Hold, and Patron Account Notices

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

60. Evergreen System Requirements

A. Licensing

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 and Cataloging
54.3. Circulation
54.4. Credit Card Processing
54.5. Ebook API Integration
54.6. Finances
54.7. GUI: Graphic User Interface
54.8. Global
54.9. Holds
54.10. Library
54.11. OPAC
54.12. Offline and Program
54.13. Receipt Templates and SMS Text Message
54.14. Security
54.15. Self Check and Others
54.16. Vandelay
60.1. Recommended Internet Connection Speeds

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