Sitka Evergreen Training Manual

Evergreen 2.4

Last updated February 21, 2014

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Table of Contents

I. Introduction
1. New in Evergreen Version 2.4
1.1. New Features on Video
1.2. User Interface and Workstation Settings
1.3. Circulation
1.4. Cataloguing
1.5. OPAC/Catalogue
1.6. Administration
1.7. Fixed bugs
2. Revisions to Version 2.4 and Attributions to Contributors
3. Sitka and Evergreen Resources
3.1. Sitka Community Documentation
4. Sitka Evergreen Support
4.1. How to Contact Support
4.2. Guidelines for Support Requests
4.3. RT Self Service
5. Getting Started
5.1. Logging in to Evergreen
5.2. Change Operator
5.3. Navigation
5.4. Workstation Administration
5.4.1. Configure Receipt Templates
II. Circulation
6. Patron Records
6.1. Searching Patrons
6.2. Registering New Patrons
6.3. Account Status by Colour Code
6.4. Updating Patron Records
6.4.1. Updating Patron Information
6.4.2. Renewing Library Cards
6.4.3. Marking Library Cards Lost
6.4.4. Resetting a Patron's Password
6.4.5. Barring a Patron
6.5. Patron Alerts, Notes and Messages
6.5.1. Alerts
6.5.2. Notes
6.5.3. Messages
6.6. Merging Patron Records
6.7. Deleting Patron Records
7. Circulation
7.1. Check Out (F1)
7.2. Check In (F2)
7.3. Renewal and Editing the Item's Due Date
7.4. Marking Items Lost, Claimed Returned, and Claimed Never Checked Out
7.5. In-house Use (F6)
7.6. Item Status (F5)
8. Bills and Payments
8.1. Circulation vs. Grocery Bills
8.2. Making Payments
8.3. Patron Credit
8.4. Voiding Bills
8.5. Adding New "Grocery" Bills
8.6. Bill History
8.7. Refund
9. Holds
9.1. Placing Holds
9.2. Managing Holds
9.3. Holds Pull List
9.4. Capturing Holds
9.5. Find Another Target for Holds
9.6. Holds Shelf List and Clearing Shelf-Expired Holds
10. Items in Transit
10.1. When will an item go In Transit?
10.2. How to receive In transit items?
10.3. Transit Details
10.4. Transit List
10.5. Aborting Transits
11. Offline Transactions
11.1. Patron Registration
11.2. Check Out
11.3. Renew
11.4. In House Use
11.5. Check In
11.6. Uploading offline transactions
III. Cataloguing
12. Searching the Database for Cataloguing Purposes
12.1. Advanced/Numeric Search
12.2. MARC Expert Search
13. Adding Holdings to Existing Records in the Sitka Database
13.1. Adding holdings to title records
13.2. New Copies and Holds
13.3. Adding holdings for non-physical resources
14. Editing and Maintaining Holdings
14.1. Copy Editor
14.2. Copy Templates
14.2.1. Creating Item Templates
14.2.2. Using Item Templates
14.2.3. Exporting Item Templates
14.2.4. Importing Templates
14.3. Batch Updating via Item Status
14.4. Transferring holdings to a new record.
14.5. Deleting holdings
14.6. Deleting copy records
14.7. Replace a barcode
15. Copy Alerts
16. Copy buckets
16.1. Adding Copy Records to Copy Buckets
16.2. Working with Copies in a bucket
16.3. Removing a Copy from a Bucket
16.4. Retrieving Shared Buckets
17. Adding Bibliographic Records to the Database
17.1. MARC records via Z39.50 interface
17.2. Importing Records via Z39.50 interface
17.3. Overlaying Records via Z39.50 interface
17.4. MARC Batch Import/Export
17.4.1. Import MARC Records
17.4.2. Importing and Merging MARC records in Batch
17.4.3. Inspect Queue
17.5. Export MARC Records
17.6. Sitka’s Minimum MARC record
17.7. Creating New MARC Records
17.8. Cataloguing non-physical resources
18. Working with the MARC Editor
18.1. Editing MARC Records
18.2. MARC Record Leader and MARC fixed field 008
18.3. Merging Bibliographic Records in Evergreen
18.4. Deleting MARC records (bibliographic or title records)
19. Creating Record Buckets
19.1. Creating Record Buckets
19.2. Adding Records to Buckets
20. Managing rotating block collections
20.1. Managing blocks with buckets
20.2. Centralized control
IV. OPAC
21. OPAC Features
21.1. OPAC Features on Video
22. Search the catalogue
22.1. Basic Search
22.2. Advanced Search
22.3. Search Tips
22.4. Search Methodology
22.5. Search Results
23. My Account
23.1. Logging into Your Account
23.2. Account Information
23.3. My Lists
24. Mobile PAC
24.1. Searching the Mobile PAC
24.2. Mobile PAC Account Information
V. Reports
25. Reports overview
26. Folders
26.1. Creating Folders
26.2. Managing Folders
27. Creating Templates
27.1. Choosing Displayed Fields
27.2. Applying Filters
28. Generating Reports from Templates
29. Viewing Report Output
30. Running Recurring Reports
31. Shared Templates in SITKA_templates
31.1. What's in SITKA_templates
31.2. Clone a template from SITKA_templates
31.3. Modify a template
31.4. Examples of using Sitka's templates
32. Commonly used tables and views in Evergreen database
33. Template Terminology: Data Types, Transforms, and Operators
VI. Serials
34. Serials
34.1. Serials Videos
34.2. Administration
35. Copy Template
35.1. Create a Copy Template
35.2. Edit a Copy Template
35.3. Delete a Copy Template
36. Creating Serial Records
36.1. Serial Control View
36.2. Managing Serials Records
36.2.1. Create a Subscription
36.2.2. Create a Distribution
36.2.3. Create Captions and Patterns
36.2.4. Edit Captions and Patterns
36.2.5. Pattern Code Wizard
36.2.6. Create an Issuance
36.2.7. Generate Predictions
37. Receiving Serials
38. OPAC
38.1. Searching for Serials in the OPAC
38.2. OPAC Serials Display
39. Reports
39.1. Serials Report Templates
40. Special Issues
40.1. Edit an Issuance
40.2. Delete an Issuance
41. Binding Process
41.1. Binding Template
41.2. Binding Units
42. Routing
42.1. Serials Routing
42.2. Serials Batch Receive
43. Caption and Pattern Codes
43.1. Caption and Pattern Codes
VII. Booking Module
44. Using the Booking Module
44.1. Evergreen Booking Tutorial
44.2. Creating a Booking Reservation
44.3. Reservation Pull List
44.4. Capturing Items for Reservations
44.5. Picking Up Reservations
44.6. Returning Reservations
44.7. Cancelling a Reservation
45. Booking Module Administration
45.1. Local System Administrator Booking Tutorials
45.2. Creating Bookable Non-Bibliographic Resources
45.3. Editing Non-Bibliographic Resources
45.4. Deleting Non-bibliographic Resources
VIII. Inventory
46. Sitka's Inventory Procedure
46.1. Checking in all items in the library
46.2. Generating reports and search list
IX. Administration
47. Local Administration Menu
47.1. Overview
47.2. Cash Reports
47.3. Circulation Policies
47.4. Closed Dates Editor
47.5. Copy Locations Editor
47.6. Copy Location Groups
47.7. Copy Location Order
47.8. 'Do Not Attempt-Auto-Print' Setting
47.9. Group Penalty Thresholds
47.9.1. Penalty threshold inheritance rules
47.9.2. Creating local penalty thresholds
47.9.3. Deleting or editing local penalty thresholds
47.10. Hold-driven Recall
47.11. Hold Policies
47.12. Item Attribute Editor
47.13. Library Settings Editor
47.14. Non-Catalogued Type Editor
47.15. Search Filter Groups
47.16. Statistical Categories Editor
47.17. Surveys
47.18. Work Log
48. Server Administration
48.1. Organizational Units
48.1.1. Library Hours of Operation
48.1.2. Library Addresses
48.2. Call Number Prefix and Call Number Suffix
48.3. Copy Statuses
48.4. Hard Due Date
49. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool
49.1. Deleting Inactive Cards
49.2. Deleting Patron Accounts
50. Courtesy, Overdue, and Hold Notices
50.1. Library Courtesy Notices
50.2. Library Overdue Notices
50.3. Final Notices
50.4. Holds Notifications
51. Managing Internet OPAC Stations
52. Evergreen System Requirements
53. Staff Accounts
53.1. Creating Staff Accounts
53.2. Working Locations
53.3. Editing Staff Accounts
53.4. Staff Account Permissions
53.5. Granting Additional Permissions

List of Tables

14.1. Identification
14.2. Location
14.3. Circulation
14.4. Miscellaneous
43.1. Popular Caption and Pattern Codes
47.1. Booking and Cataloguing
47.2. Circulation
47.3. Credit Card Processing
47.4. Finances
47.5. GUI: Graphic User Interface
47.6. Global
47.7. Holds
47.8. Library
47.9. OPAC
47.10. Offline and Program
47.11. Receipt Templates and SMS Text Message
47.12. Security
47.13. Self Check and Others
47.14. Format Filter Specifications

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