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
Function Bar
Grid Options
Library Selector
Filters
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
Renewing Items
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
11. 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
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
15. Inventory
Preparing for an Inventory
Inventorying Your Collection
III. Staff Catalogue
16. Configuring the Staff Catalogue
Search Preferences
IV. Cataloguing
17. Searching the Database for Cataloguing Purposes
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes
18. The Holdings Editor
Holdings Editor
Holdings Details
Item Attributes
Holdings Editor Preferences
Holdings Templates
19. Adding Holdings
Adding Holdings to Bibliographic Records
Item Labels
New Items and Holds
Adding Holdings for Electronic Resources
20. Maintaining Holdings
Batch Editing Items
Replacing a Barcode
Transferring Holdings
Deleting Holdings
Deleting Holdings for Electronic Resources
21. Item Buckets
Creating/Deleting Item Buckets
Adding Items to a Bucket
Working with Items in a Bucket
Retrieving Shared Buckets
22. 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
23. Batch Loading Bibliographic Records
MARC Importer
Import Templates
Uploading MARC Record Files
Importing MARC Records
Managing Import Queues
24. 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
25. Record Buckets
Managing Record Buckets
Creating Record Buckets
Adding Records to a Record Bucket
Working with Records in a Record Bucket
V. Public Catalogue
26. Library Information
Opening Hours
Upcoming Closures
Contact Information
Mailing Address
Branch Relationship
27. Search the Public Catalogue
Basic Search
Advanced Search
Numeric Search
Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results
28. Public Catalogue Holds
Placing Holds
Unsuccessful Hold Messages
Additional Hold Options
29. My Account
Logging into My Account
Resetting Your Password
Request a Library Card
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Charges
30. 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
31. Integrated E-Items
Checking Out E-Items
Placing Holds on E-Items
Checked Out and On Hold E-Items in My Account
32. Course Reserves
Search Course Reserves
Course Lists
VI. Reports
33. Reporter Overview
34. Accessing the Reporter
35. Folders
Creating Folders
Managing Folders
36. Using the Reporter
Cloning a Report Template
Running a Report
Viewing Report Output
Maintaining Reporter Data
37. Shared Sitka Templates
What’s in Sitka_templates
38. Modifying Report Templates
39. Creating Report Templates
40. Report Template Editor
Basic Information
Display Field and Filter Selector
Display Field and Filter Tabs
Template Terminology
41. Troubleshooting Report Templates
42. The Evergreen Database
Commonly Used Tables
VII. Simple Reports
43. Simple Reports
VIII. Serials
44. Serials Administration
Serial Item Templates
Prediction Pattern Templates
Serials Settings
45. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
46. Serials Receiving
Receive Issues
Batch Receive
47. Special Issues
Adding Extra Copies
Adding Special Issues
48. Routing List
49. Serials Binding
Apply a Binding Template
Bind Received Issues Together
IX. Course Reserves
50. Implementing Course Reserves
51. 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
52. Booking Module
Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations
53. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
XI. Administration
54. Administration Overview
55. Workstation Administration
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Print Service ("Hatch")
Tests
Sounds
Include Full Library Names in Library Selector
Search Preferences
56. 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
57. Server Administration
Age Hold Protect Rules
Call Number Prefix and Suffix
Circulation Modifiers
Floating Group
Hard Due Date
Item Statuses
Organizational Units
58. Evergreen Self Check Administrative Set-up
59. Public Catalogue Customizations
Appearance
Search Library Scope
Request a Library Card
My Account Login
Patron Settings
60. Sitka’s Patron Deletion Tool
Accessing the Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
Undeleting Patron Accounts
61. 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
62. Patron Notifications
Email Notifications
Checking for Notifications
Courtesy Notifications
Overdue Notifications
Circulation Notifications
Hold Notifications
Patron Account Related Notifications
63. 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
55.1.
Text Formatting
55.2.
Date Formatting
55.3.
Currency Formatting
55.4.
Any Type of Print Template
55.5.
Bills, Current
55.6.
Bills, Historical
55.7.
Bills, Payment
55.8.
Checkin
55.9.
Checkout
55.10.
Hold Pull List
55.11.
Hold Shelf Slip
55.12.
Hold Transit Slip
55.13.
Holds for Bib Record
55.14.
Holds for Patron
55.15.
In-House Use List
55.16.
Item Status
55.17.
Items Out
55.18.
Patron Address
55.19.
Patron Note
55.20.
Renew
55.21.
Transit List
55.22.
Transit Slip
56.1.
Data Types in the Library Settings Editor
56.2.
Booking
56.3.
Cataloging
56.4.
Circulation
56.5.
Credit Card Processing
56.6.
Ebook API Integration
56.7.
Finances
56.8.
Global
56.9.
GUI: Graphic User Interface
56.10.
Holds
56.11.
Library
56.12.
Offline
56.13.
OPAC
56.14.
Program
56.15.
Receipt Templates
56.16.
Security
56.17.
Self Check
56.18.
Serials
56.19.
SMS Text Message
56.20.
URL Verify
56.21.
Vandelay
56.22.
Un-categorized
63.1.
Recommended Internet Connection Speeds
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