Sitka’s Evergreen Documentation
Next
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
III. Staff Catalogue
15. Configuring the Staff Catalogue
Search Preferences
IV. Cataloguing
16. Searching the Database for Cataloguing Purposes
Numeric Search
Keyword Search
MARC Search
Viewing Search Results for Cataloguing Purposes
17. The Holdings Editor
Holdings Editor
Holdings Details
Item Attributes
Holdings Editor Preferences
Holdings Templates
18. Adding Holdings
Adding Holdings to Bibliographic Records
Item Labels
New Items and Holds
Adding Holdings for Electronic Resources
19. Maintaining Holdings
Batch Editing Items
Replacing a Barcode
Transferring Holdings
Deleting Holdings
Deleting Holdings for Electronic Resources
20. Item Buckets
Creating/Deleting Item Buckets
Adding Items to a Bucket
Working with Items in a Bucket
Retrieving Shared Buckets
21. 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
22. Batch Loading Bibliographic Records
MARC Importer
Import Templates
Uploading MARC Record Files
Importing MARC Records
Managing Import Queues
23. 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
24. Record Buckets
Managing Record Buckets
Creating Record Buckets
Adding Records to a Record Bucket
Working with Records in a Record Bucket
V. Public Catalogue
25. Library Information
Opening Hours
Upcoming Closures
Contact Information
Mailing Address
Branch Relationship
26. Search the Public Catalogue
Basic Search
Advanced Search
Numeric Search
Expert Search
Browse the Catalogue
Search Tips
Search Methodology
Search Results
27. Public Catalogue Holds
Placing Holds
Unsuccessful Hold Messages
Additional Hold Options
28. My Account
Logging into My Account
Resetting Your Password
Request a Library Card
Account Summary
Account Preferences
Messages
Items Checked Out
Holds
Reservations
Charges
29. 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
30. Integrated E-Items
Checking Out E-Items
Placing Holds on E-Items
Checked Out and On Hold E-Items in My Account
31. Course Reserves
Search Course Reserves
Course Lists
VI. Reports
32. Reporter Overview
33. Accessing the Reporter
34. Folders
Creating Folders
Managing Folders
35. Using the Reporter
Cloning a Report Template
Running a Report
Viewing Report Output
Maintaining Reporter Data
36. Shared Sitka Templates
What’s in Sitka_templates
37. Modifying Report Templates
38. Creating Report Templates
39. Report Template Editor
Basic Information
Display Field and Filter Selector
Display Field and Filter Tabs
Template Terminology
40. Troubleshooting Report Templates
41. The Evergreen Database
Commonly Used Tables
VII. Simple Reports
42. Simple Reports
VIII. Serials
43. Serials Administration
Serial Item Templates
Prediction Pattern Templates
Serials Settings
44. Serials Subscriptions
Create and Manage Subscriptions
Create and Manage Predictions
Create and Manage Issues
45. Serials Receiving
Receive Issues
Batch Receive
46. Special Issues
Adding Extra Copies
Adding Special Issues
47. Routing List
48. Serials Binding
Apply a Binding Template
Bind Received Issues Together
IX. Inventory
49. Running Inventory
Preparing for Inventory
Running Inventory with the Staff Client
Running Inventory with the Offline Module
Running Inventory with a Portable Barcode Scanner
50. Reporting on Inventory
X. Course Reserves
51. Implementing Course Reserves
52. 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
53. Booking Module
Create Booking reservations
Reservation Pull List
Capture Resources for Reservations
Pick Up Reservations
Return Reservations
Manage Reservations
54. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
XII. Administration
55. Administration Overview
56. Workstation Administration
Registered Workstations
Printer Settings
Print Templates
Stored Preferences
Print Service ("Hatch")
Tests
Sounds
Include Full Library Names in Library Selector
Search Preferences
57. 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
58. Server Administration
Age Hold Protect Rules
Call Number Prefix and Suffix
Circulation Modifiers
Floating Group
Hard Due Date
Item Statuses
Organizational Units
59. Evergreen Self Check Administrative Set-up
60. Public Catalogue Customizations
Appearance
Search Library Scope
Request a Library Card
My Account Login
Patron Settings
61. Sitka’s Patron Deletion Tool
Accessing the Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
Undeleting Patron Accounts
62. 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
63. Patron Notifications
Email Notifications
Checking for Notifications
Courtesy Notifications
Overdue Notifications
Circulation Notifications
Hold Notifications
Patron Account Related Notifications
64. 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
56.1.
Text Formatting
56.2.
Date Formatting
56.3.
Currency Formatting
56.4.
Any Type of Print Template
56.5.
Bills, Current
56.6.
Bills, Historical
56.7.
Bills, Payment
56.8.
Checkin
56.9.
Checkout
56.10.
Hold Pull List
56.11.
Hold Shelf Slip
56.12.
Hold Transit Slip
56.13.
Holds for Bib Record
56.14.
Holds for Patron
56.15.
In-House Use List
56.16.
Item Status
56.17.
Items Out
56.18.
Patron Address
56.19.
Patron Note
56.20.
Renew
56.21.
Transit List
56.22.
Transit Slip
57.1.
Data Types in the Library Settings Editor
57.2.
Booking
57.3.
Cataloging
57.4.
Circulation
57.5.
Credit Card Processing
57.6.
Ebook API Integration
57.7.
Finances
57.8.
Global
57.9.
GUI: Graphic User Interface
57.10.
Holds
57.11.
Library
57.12.
Offline
57.13.
OPAC
57.14.
Program
57.15.
Receipt Templates
57.16.
Security
57.17.
Self Check
57.18.
Serials
57.19.
SMS Text Message
57.20.
URL Verify
57.21.
Vandelay
57.22.
Un-categorized
64.1.
Recommended Internet Connection Speeds
Copyright © 2008-2018, BC Libraries Cooperative
