Sitka Evergreen Training Manual

Evergreen 2.6

$Id: 6d13cbe8f9b1d925a9f6e2fa22d55eb256b4bc48 $

Last updated June 27, 2014

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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 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. 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. Mobile PAC
23.1. Searching the Mobile PAC
23.2. Mobile PAC Account Information
V. Reports
24. Reports overview
25. Folders
25.1. Creating Folders
25.2. Managing Folders
26. Creating Templates
26.1. Choosing Displayed Fields
26.2. Applying Filters
27. Generating Reports from Templates
28. Viewing Report Output
29. Running Recurring Reports
30. Shared Templates in SITKA_templates
30.1. What's in SITKA_templates
30.2. Clone a template from SITKA_templates
30.3. Modify a template
30.4. Examples of using Sitka's templates
31. Commonly used tables and views in Evergreen database
32. Template Terminology: Data Types, Transforms, and Operators
VI. Serials
33. Serials
33.1. Serials Videos
33.2. Administration
34. Copy Template
34.1. Create a Copy Template
34.2. Edit a Copy Template
34.3. Delete a Copy Template
35. Creating Serial Records
35.1. Serial Control View
35.2. Managing Serials Records
35.2.1. Create a Subscription
35.2.2. Create a Distribution
35.2.3. Create Captions and Patterns
35.2.4. Edit Captions and Patterns
35.2.5. Pattern Code Wizard
35.2.6. Create an Issuance
35.2.7. Generate Predictions
36. Receiving Serials
37. OPAC
37.1. Searching for Serials in the OPAC
37.2. OPAC Serials Display
38. Reports
38.1. Serials Report Templates
39. Special Issues
39.1. Edit an Issuance
39.2. Delete an Issuance
40. Binding Process
40.1. Binding Template
40.2. Binding Units
41. Routing
41.1. Serials Routing
41.2. Serials Batch Receive
42. Caption and Pattern Codes
42.1. Caption and Pattern Codes
VII. Booking Module
43. Using the Booking Module
43.1. Evergreen Booking Tutorial
43.2. Creating a Booking Reservation
43.3. Reservation Pull List
43.4. Capturing Items for Reservations
43.5. Picking Up Reservations
43.6. Returning Reservations
43.7. Cancelling a Reservation
44. Booking Module Administration
44.1. Local System Administrator Booking Tutorials
44.2. Creating Bookable Non-Bibliographic Resources
44.3. Editing Non-Bibliographic Resources
44.4. Deleting Non-bibliographic Resources
VIII. Inventory
45. Sitka's Inventory Procedure
45.1. Checking in all items in the library
45.2. Generating reports and search list
IX. Administration
46. Local Administration Menu
46.1. Overview
46.2. Cash Reports
46.3. Circulation Policies
46.4. Closed Dates Editor
46.5. Copy Locations Editor
46.6. Copy Location Order
46.7. Copy Template Editor
46.8. 'Do Not Attempt-Auto-Print' Setting
46.9. Group Penalty Thresholds
46.9.1. Penalty threshold inheritance rules
46.9.2. Creating local penalty thresholds
46.9.3. Deleting or editing local penalty thresholds
46.10. Hold-driven Recall
46.11. Hold Policies
46.12. Item Attribute Editor
46.13. Library Settings Editor
46.14. Non-Catalogued Type Editor
46.15. Statistical Categories Editor
46.16. Surveys
46.17. Work Log
47. Server Administration
47.1. Organizational Units
47.1.1. Library Hours of Operation
47.1.2. Library Addresses
47.2. Call Number Prefix and Call Number Suffix
47.3. Copy Statuses
47.4. Hard Due Date
47.5. Floating Group
48. Evegreen Self Check Administrative Set-Up
48.1. Initial Set-Up
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 and Hold Slip
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

15.1. Identification
15.2. Location
15.3. Circulation
15.4. Miscellaneous
19.1. Format Filters
19.2. Format Icons
42.1. Popular Caption and Pattern Codes
46.1. Booking and Cataloguing
46.2. Circulation
46.3. Credit Card Processing
46.4. Finances
46.5. GUI: Graphic User Interface
46.6. Global
46.7. Holds
46.8. Library
46.9. OPAC
46.10. Offline and Program
46.11. Receipt Templates and SMS Text Message
46.12. Security
46.13. Self Check
46.14. Other

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