Sitka Evergreen Training Manual

Evergreen 2.12

$Id: 2152b92040376059e37bfa6d88cc669e2b4a0b82 $

Last updated May 23, 2017

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Table of Contents

I. Introduction
1. New in Evergreen Version 2.12
1.1. New Features on Video
1.2. Circulation
1.3. Cataloguing
1.4. OPAC/Catalogue
1.5. Reports
1.6. Sitka FAQs
2. New Behaviour in Evergreen 2.12
2.1. Canceled Transit Status
2.2. Copy Status is Available Flag
3. Revisions to Version 2.12 and Attributions to Contributors.
4. Sitka and Evergreen Resources
4.1. Sitka Community Documentation
5. Sitka Evergreen Support
5.1. How to Contact Support
5.2. Guidelines for Support Requests
5.3. RT Self Service
6. Getting Started
6.1. Installing the Evergreen Staff Client
6.2. Registering a Workstation
6.3. Adding the Profile Manager
6.4. Logging in to Evergreen
6.5. Change Operator
6.6. Navigation
6.7. Workstation Administration
6.7.1. Configure Receipt Templates
II. Circulation
7. Patron Records
7.1. Searching Patrons
7.2. Registering New Patrons
7.3. Account Status by Colour Code
7.4. Updating Patron Records
7.4.1. Updating Patron Information
7.4.2. Renewing Library Cards
7.4.3. Marking Library Cards Lost
7.4.4. Resetting a Patron's Password
7.4.5. Invalidate Email Address or Phone Number
7.4.6. Update Patron Address
7.4.7. Barring a Patron
7.5. Patron Alerts, Notes, Messages and Notifications
7.5.1. Alerts
7.5.2. Notes
7.5.3. Messages
7.5.4. Notifications
7.6. Merging Patron Records
7.7. Deleting Patron Records
8. Circulation
8.1. Check Out (F1)
8.2. Check In (F2)
8.3. Renewal and Editing the Item's Due Date
8.4. Marking Items Lost, Claimed Returned, and Claimed Never Checked Out
8.5. In-house Use (F6)
8.6. Item Status (F5)
8.7. Barcode Completion
9. Bills and Payments
9.1. Circulation vs. Grocery Bills
9.2. Making Payments
9.3. Patron Credit
9.4. Adjust Bill Balance to Zero
9.5. Voiding Bills
9.6. Adding New "Grocery" Bills
9.7. Bill History
9.8. Refund
10. Holds
10.1. Placing Holds
10.2. Managing Holds
10.3. Holds Pull List
10.4. Transferring Title Holds
10.5. Find Another Target for Holds
10.6. Capturing Holds
10.7. Holds Shelf List and Clearing Shelf-Expired Holds
10.8. Holds Filling Explained
11. Items in Transit
11.1. When will an item go In Transit?
11.2. How to receive In transit items?
11.3. Transit Details
11.4. Transit List
11.5. Aborting Transits
12. Self Check
12.1. Staff Functions in the Evergreen Self Check
12.2. Basic Check Out
12.3. Renewing Items
12.4. View Items Out
12.5. View Holds
12.6. View Fines
13. Offline Transactions
13.1. Offline Module Setup
13.2. Patron Registration
13.3. Check Out
13.4. Renew
13.5. In House Use
13.6. Check In
13.7. Uploading offline transactions
III. Cataloguing
14. Searching the Database for Cataloguing Purposes
14.1. Advanced/Numeric Search
14.2. MARC Expert Search
15. Adding Holdings to Existing Records in the Sitka Database
15.1. Adding holdings to title records
15.2. New Copies and Holds
15.3. Adding holdings for non-physical resources
16. Editing and Maintaining Holdings
16.1. Copy Editor
16.2. Editing holdings
16.3. Copy Templates
16.4. Batch Updating via Item Status screen
16.5. Replacing a barcode
16.6. Spine Labels
16.7. Transferring holdings
16.8. Deleting holdings
17. Copy Alerts
18. Copy Buckets
18.1. Adding Copy Records to Copy Buckets
18.2. Working with Copies in a bucket
18.3. Removing a Copy from a Bucket
18.4. Retrieving Shared Buckets
19. Adding Bibliographic Records to the Database
19.1. MARC Records via Z39.50 Interface
19.1.1. Importing Records via Z39.50 Interface
19.1.2. Overlaying Records via Z39.50 Interface
19.2. MARC Batch Import
19.2.1. Import MARC Records
19.2.2. Uploading MARC Record Files
19.2.3. Importing and Merging Records from Queues
19.2.4. Managing Queues
19.3. Sitka’s Minimum MARC record
19.4. Creating New MARC Records
19.5. Cataloguing non-physical resources
20. Editing and Maintaining MARC records
20.1. Editing MARC Records
20.2. MARC Record Leader and MARC fixed field 008
20.3. Format Filters and Format Icons
20.4. Merging Bibliographic Records in Evergreen
20.5. Deleting MARC records (bibliographic or title records)
20.6. Exporting MARC Records
21. Record Buckets
21.1. Creating Record Buckets
21.2. Adding Records to Buckets
IV. OPAC
22. Search the catalogue
22.1. Basic Search
22.2. Advanced Search
22.3. Numeric Search
22.4. MARC Expert Search
22.5. Browse the Catalogue
22.6. Search Tips
22.7. Search Methodology
22.8. Search Results
23. Placing Holds
23.1. Title and Volume Holds
23.2. Placing Holds on Multiple Records of the Same Title
24. My Account
24.1. Logging into Your Account
24.2. Resetting Your Password
24.3. Account Summary
24.4. Account Preferences
24.5. Messages
24.6. Items Checked Out
24.7. Holds
24.8. Fines and Payments
24.9. My Lists
25. Integrated Electronic Resources
25.1. Checking Out E-resources
25.2. Placing Holds on E-resources
25.3. Checked out and On Hold E-resources in My Account
V. Reports
26. Reports overview
27. Folders
27.1. Creating Folders
27.2. Managing Folders
28. Creating Templates
28.1. Choosing Displayed Fields
28.2. Applying Filters
29. Generating Reports from Templates
30. Viewing Report Output
31. Running Recurring Reports
32. Viewing/Editing/Rescheduling Reports
33. Shared Templates in SITKA_templates
33.1. What's in SITKA_templates
33.2. Clone a template from SITKA_templates
33.3. Modify a template
33.4. Examples of using Sitka's templates
34. Commonly used tables and views in Evergreen database
35. Template Terminology: Data Types, Transforms, and Operators
VI. Serials
36. Serials
36.1. Administration
37. Copy Template
37.1. Create a Copy Template
37.2. Edit a Copy Template
38. Creating Serial Records
38.1. Serial Control View
38.2. Managing Serials Records
38.2.1. Create a Subscription
38.2.2. Create a Distribution
38.2.3. Create Captions and Patterns
38.2.4. Edit Captions and Patterns
38.2.5. Pattern Code Wizard
38.2.6. Create an Issuance
38.2.7. Generate Predictions
39. Receiving Serials
39.1. Receive serials
39.2. Batch Receive Serials
40. OPAC
40.1. Searching for Serials in the OPAC
40.2. OPAC Serials Display
41. Reports
41.1. Serials Report Templates
42. Special Issues
42.1. Add an Issuance
42.2. Edit an Issuance
42.3. Delete an Issuance
43. Binding Process
43.1. Binding Template
43.2. Binding Units
44. Routing
44.1. Serials Routing
44.2. Serials Batch Receive
45. Caption and Pattern Codes
45.1. Caption and Pattern Codes
VII. Booking Module
46. Using the Booking Module
46.1. Evergreen Booking Tutorial
46.2. Creating a Booking Reservation
46.3. Reservation Pull List
46.4. Capturing Items for Reservations
46.5. Picking Up Reservations
46.6. Returning Reservations
46.7. Cancelling a Reservation
47. Booking Module Administration
47.1. Local System Administrator Booking Tutorials
47.2. Creating Bookable Non-Bibliographic Resources
47.3. Editing Non-Bibliographic Resources
47.4. Deleting Non-bibliographic Resources
VIII. Inventory
48. Sitka's Inventory Procedure
48.1. Running Inventory
48.2. Reporting on Inventory
IX. Administration
49. Local Administration Menu
49.1. Overview
49.2. Cash Reports
49.3. Circulation Policies
49.4. Closed Dates Editor
49.5. Copy Locations Editor
49.6. Copy Location Order
49.7. Copy Template Editor
49.8. 'Do Not Attempt-Auto-Print' Setting
49.9. Group Penalty Thresholds
49.9.1. Penalty threshold inheritance rules
49.9.2. Creating local penalty thresholds
49.9.3. Deleting or editing local penalty thresholds
49.10. Hold-driven Recall
49.11. Hold Policies
49.12. Item Attribute Editor
49.13. Library Settings Editor
49.14. Non-Catalogued Type Editor
49.15. Statistical Categories Editor
49.16. Surveys
49.17. Work Log
50. Server Administration
50.1. Organizational Units
50.1.1. Library Hours of Operation
50.1.2. Library Addresses
50.2. Call Number Prefix and Call Number Suffix
50.3. Copy Statuses
50.4. Hard Due Date
50.5. Floating Group
51. Evegreen Self Check Administrative Set-Up
51.1. Initial Set-Up
52. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool
52.1. Deleting Inactive Cards
52.2. Deleting Patron Accounts
53. Circulation, Hold, and Patron Account Notices
53.1. Library Pre-due Notices
53.2. Library Overdue Notices
53.3. Final Notices
53.4. Hold Slip and Holds Notifications
53.5. Patron Account Notices
54. Managing Internet OPAC Stations
55. Evergreen System Requirements
56. Staff Accounts
56.1. Creating Staff Accounts
56.2. Working Locations
56.3. Editing Staff Accounts
56.4. Resetting Your Password
56.5. Staff Account Permissions
56.6. Granting Additional Permissions

List of Tables

16.1. Identification
16.2. Location
16.3. Circulation
16.4. Miscellaneous
20.1. Format Filters
20.2. Format Icons
45.1. Popular Caption and Pattern Codes
49.1. Booking and Cataloguing
49.2. Circulation
49.3. Credit Card Processing
49.4. Finances
49.5. GUI: Graphic User Interface
49.6. Global
49.7. Holds
49.8. Library
49.9. OPAC
49.10. Offline and Program
49.11. Receipt Templates and SMS Text Message
49.12. Security
49.13. Self Check
49.14. Other
55.1. Recommended Internet Connection Speeds

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