Sitka Evergreen Training Manual

Evergreen 2.8

$Id: 81801a2406dc7e67c77161ba496ee779d34c8299 $

Last updated July 13, 2015

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Table of Contents

I. Introduction
1. New in Evergreen Version 2.8
1.1. New Features on Video
1.2. OPAC/Catalogue
1.3. Administration
1.4. Reports
2. Revisions to Version 2.8 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. Installing the Evergreen Staff Client
5.2. Registering a Workstation
5.3. Logging in to Evergreen
5.4. Change Operator
5.5. Navigation
5.6. Workstation Administration
5.6.1. 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. Offline Module Setup
12.2. Patron Registration
12.3. Check Out
12.4. Renew
12.5. In House Use
12.6. Check In
12.7. 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. Editing holdings
15.3. Copy Templates
15.4. Batch Updating via Item Status screen
15.5. Replacing a barcode
15.6. Transferring holdings
15.7. Deleting holdings
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
18.2.1. Import MARC Records
18.2.2. Uploading MARC Record Files
18.2.3. Importing and Merging Records from Queues
18.2.4. Managing Queues
18.3. Sitka’s Minimum MARC record
18.4. Creating New MARC Records
18.5. Cataloguing non-physical resources
19. Editing and Maintaining MARC records
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)
19.6. Exporting MARC Records
20. 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. Viewing/Editing/Rescheduling Reports
32. Shared Templates in SITKA_templates
32.1. What's in SITKA_templates
32.2. Clone a template from SITKA_templates
32.3. Modify a template
32.4. Examples of using Sitka's templates
33. Commonly used tables and views in Evergreen database
34. Template Terminology: Data Types, Transforms, and Operators
VI. Serials
35. Serials
35.1. Serials Videos
35.2. Administration
36. Copy Template
36.1. Create a Copy Template
36.2. Edit a Copy Template
36.3. Delete a Copy Template
37. Creating Serial Records
37.1. Serial Control View
37.2. Managing Serials Records
37.2.1. Create a Subscription
37.2.2. Create a Distribution
37.2.3. Create Captions and Patterns
37.2.4. Edit Captions and Patterns
37.2.5. Pattern Code Wizard
37.2.6. Create an Issuance
37.2.7. Generate Predictions
38. Receiving Serials
38.1. Receive serials
38.2. Batch Receive Serials
39. OPAC
39.1. Searching for Serials in the OPAC
39.2. OPAC Serials Display
40. Reports
40.1. Serials Report Templates
41. Special Issues
41.1. Add an Issuance
41.2. Edit an Issuance
41.3. Delete an Issuance
42. Binding Process
42.1. Binding Template
42.2. Binding Units
43. Routing
43.1. Serials Routing
43.2. Serials Batch Receive
44. Caption and Pattern Codes
44.1. Caption and Pattern Codes
VII. Booking Module
45. Using the Booking Module
45.1. Evergreen Booking Tutorial
45.2. Creating a Booking Reservation
45.3. Reservation Pull List
45.4. Capturing Items for Reservations
45.5. Picking Up Reservations
45.6. Returning Reservations
45.7. Cancelling a Reservation
46. Booking Module Administration
46.1. Local System Administrator Booking Tutorials
46.2. Creating Bookable Non-Bibliographic Resources
46.3. Editing Non-Bibliographic Resources
46.4. Deleting Non-bibliographic Resources
VIII. Inventory
47. Sitka's Inventory Procedure
47.1. Checking in all items in the library
47.2. Generating reports and search list
IX. Administration
48. Local Administration Menu
48.1. Overview
48.2. Cash Reports
48.3. Circulation Policies
48.4. Closed Dates Editor
48.5. Copy Locations Editor
48.6. Copy Location Order
48.7. Copy Template Editor
48.8. 'Do Not Attempt-Auto-Print' Setting
48.9. Group Penalty Thresholds
48.9.1. Penalty threshold inheritance rules
48.9.2. Creating local penalty thresholds
48.9.3. Deleting or editing local penalty thresholds
48.10. Hold-driven Recall
48.11. Hold Policies
48.12. Item Attribute Editor
48.13. Library Settings Editor
48.14. Non-Catalogued Type Editor
48.15. Statistical Categories Editor
48.16. Surveys
48.17. Work Log
49. Server Administration
49.1. Organizational Units
49.1.1. Library Hours of Operation
49.1.2. Library Addresses
49.2. Call Number Prefix and Call Number Suffix
49.3. Copy Statuses
49.4. Hard Due Date
49.5. Floating Group
50. Evegreen Self Check Administrative Set-Up
50.1. Initial Set-Up
51. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool
51.1. Deleting Inactive Cards
51.2. Deleting Patron Accounts
52. Courtesy, Overdue, and Hold Notices
52.1. Library Courtesy Notices
52.2. Library Overdue Notices
52.3. Final Notices
52.4. Hold Slip and Holds Notifications
53. Managing Internet OPAC Stations
54. Evergreen System Requirements
55. Staff Accounts
55.1. Creating Staff Accounts
55.2. Working Locations
55.3. Editing Staff Accounts
55.4. Staff Account Permissions
55.5. 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
44.1. Popular Caption and Pattern Codes
48.1. Booking and Cataloguing
48.2. Circulation
48.3. Credit Card Processing
48.4. Finances
48.5. GUI: Graphic User Interface
48.6. Global
48.7. Holds
48.8. Library
48.9. OPAC
48.10. Offline and Program
48.11. Receipt Templates and SMS Text Message
48.12. Security
48.13. Self Check
48.14. Other
54.1. Recommended Internet Connection Speeds

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