Sitka Evergreen Training Manual

Evergreen 2.6

$Id: e2fbeacd4e8d8905c39a9a629360ec152abcc76c $

Last updated March 17, 2015

Loading

Table of Contents

I. Introduction
1. New in Evergreen Version 2.6
1.1. New Features on Video
1.2. Circulation
1.3. Cataloguing
1.4. OPAC/Catalogue
1.5. Serials
1.6. Server Administration
1.7. Change of Behaviour
2. Revisions to Version 2.6 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. Invalidate Email Address or Phone Number
6.4.6. Barring a Patron
6.5. Patron Alerts, Notes, Messages and Notifications
6.5.1. Alerts
6.5.2. Notes
6.5.3. Messages
6.5.4. Notifications
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. Self Check
11.1. Staff Functions in the Evergreen Self Check
11.2. Basic Check Out
11.3. View Items Out
11.4. View Holds
11.5. View Fines
12. Offline Transactions
12.1. Patron Registration
12.2. Check Out
12.3. Renew
12.4. In House Use
12.5. Check In
12.6. Uploading offline transactions
III. Cataloguing
13. Searching the Database for Cataloguing Purposes
13.1. Advanced/Numeric Search
13.2. MARC Expert Search
14. Adding Holdings to Existing Records in the Sitka Database
14.1. Adding holdings to title records
14.2. New Copies and Holds
14.3. Adding holdings for non-physical resources
15. Editing and Maintaining Holdings
15.1. Copy Editor
15.2. Copy Templates
15.2.1. Creating Item Templates
15.2.2. Using Item Templates
15.2.3. Exporting Item Templates
15.2.4. Importing Templates
15.3. Batch Updating via Item Status
15.4. Transferring holdings to a new record.
15.5. Deleting holdings
15.6. Deleting copy records
15.7. Replace a barcode
16. Copy Alerts
17. Copy buckets
17.1. Adding Copy Records to Copy Buckets
17.2. Working with Copies in a bucket
17.3. Removing a Copy from a Bucket
17.4. Retrieving Shared Buckets
18. Adding Bibliographic Records to the Database
18.1. MARC records via Z39.50 interface
18.1.1. Importing Records via Z39.50 interface
18.1.2. Overlaying Records via Z39.50 interface
18.2. MARC Batch Import/Export
18.2.1. Import MARC Records
18.2.2. Importing and Merging MARC records in Batch
18.2.3. Inspect Queue
18.3. Export MARC Records
18.4. Sitka’s Minimum MARC record
18.5. Creating New MARC Records
18.6. Cataloguing non-physical resources
19. Working with the MARC Editor
19.1. Editing MARC Records
19.2. MARC Record Leader and MARC fixed field 008
19.3. Format Filters and Format Icons
19.4. Merging Bibliographic Records in Evergreen
19.5. Deleting MARC records (bibliographic or title records)
20. Creating Record Buckets
20.1. Creating Record Buckets
20.2. Adding Records to Buckets
IV. OPAC
21. Search the catalogue
21.1. Basic Search
21.2. Advanced Search
21.3. Search Tips
21.4. Search Methodology
21.5. Search Results
22. My Account
22.1. Logging into Your Account
22.2. Account Information
22.3. My Lists
23. Integrated Electronic Resources
23.1. Check out e-resources
23.2. Place hold on e-resources
23.3. Checked out and on-hold e-resources in My Account
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 Order
47.7. Copy Template Editor
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. Statistical Categories Editor
47.16. Surveys
47.17. 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
48.5. Floating Group
49. Evegreen Self Check Administrative Set-Up
49.1. Initial Set-Up
50. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool
50.1. Deleting Inactive Cards
50.2. Deleting Patron Accounts
51. Courtesy, Overdue, and Hold Notices
51.1. Library Courtesy Notices
51.2. Library Overdue Notices
51.3. Final Notices
51.4. Hold Slip and Holds Notifications
52. Managing Internet OPAC Stations
53. Evergreen System Requirements
54. Staff Accounts
54.1. Creating Staff Accounts
54.2. Working Locations
54.3. Editing Staff Accounts
54.4. Staff Account Permissions
54.5. Granting Additional Permissions

List of Tables

15.1. Identification
15.2. Location
15.3. Circulation
15.4. Miscellaneous
19.1. Format Filters
19.2. Format Icons
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
47.14. Other
53.1. Recommended Internet Connection Speeds

Copyright © 2008-2012, BC Libraries Cooperative