Sitka’s Staff Documentation
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Sitka’s Staff Documentation

Sitka's staff Documentation

Table of Contents

I. Introduction

II. New Staff Orientation

III. Tickets

1. Request Tracker

Settings
Home Page
General RT Guidelines

2. Bounced Mail

3. Feature Requests

4. Sitka Bugs

5. Record Loading

6. Tickets for Account Changes

Email changes
Website URL Change
New Director

IV. Phone Support

7. Phone Support

Queues
Answering Calls
General
Sitka
Libpress
Licensing
Co-op Web
NNELS

V. Tier 1 Support

8. Supporting Sitka’s Evergreen

Sitka Staff account
Logging Into Evergreen

9. Library Staff accounts

Grant Local System Administrator Permissions
Renew/Edit LSA Account
Grant Reporter Permissions
Closing Library Staff Accounts
Request for 3rd Party Service Integration With Sitka’s Evergreen
Evergreen Self Check

10. Action Triggers

Editing Action Trigger Templates
Updating Action Trigger Templates to HTML
Cloning Action Trigger Templates
Naming Action Trigger Templates
Other info
Auto to Lost Triggers

11. Known Issues

Acquisitions

12. Paper-Overdues

Troubleshooting

13. Permission Tree display

14. Annual Statistics for Libraries

BC Public Libraries
Manitoba Public Libraries
All Other Libraries

15. Cataloguing Issues

Bad Cataloguing
Bad Record Merge

VI. Tier 2 Support

16. Circulation Policies

Edit Circulation policies
Add Circulation policies
Auto-Renewal

17. Hold Policies

Edit Hold policies
Add Hold policies
Suspend ILC Holds

18. Hard Due Date

Update Hard Due Date
New Hard Due Date

19. Emergency Closing Procedures

20. Organizational Units

Changing an Organization’s Name
Changing an Organization’s Structure

VII. Support Resources for Libraries

21. Current Resources for Libraries

22. Updating Resources

Tier 1 Resource Tasks
Reporting Issues With Resources

23. Resources for Support

Batch Import Information
Importing and Merging Records from Queues

VIII. Public Catalogue

24. Bootstrap Settings

IX. Unplanned Downtime

25. Unplanned Downtime

X. Testing

26. Testing Guidelines

Test Server Info
Support Issues Testing
Testing
Upgrade Testing
Launchpad

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		Part I. Introduction