Sitka Evergreen Training Manual

Table of Contents

I. Introduction

1. New in Evergreen Version 2.2

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 2.2 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. Navigation

5.3. Workstation Administration

5.3.1. 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. Quick Search

12.2. MARC Expert Search

13. Adding holdings to title records

13.1. Conjoined Items.

13.2. New Copies and Holds

14. Copy Alerts

15. Importing MARC records via Z39.50 interface

16. MARC Batch Import/Export

16.1. Import MARC Records

16.2. Export MARC Records

17. Creating New MARC Records and Understanding Minimum Required MARC Tags

17.1. Creating New MARC Records

17.2. Sitka’s Minimum MARC record

18. Working with the MARC Editor

18.1. Editing MARC Records

18.2. MARC Record Leader and MARC fixed field 008

19. Cataloguing non-physical resources

20. Overlaying MARC Records

21. Cataloguing Templates

21.1. Creating Item Templates

21.2. Using Item Templates

21.3. Exporting Item Templates

21.4. Importing Templates

22. Using buckets

22.1. Creating Record Buckets

22.2. Adding Records to Buckets

22.3. Adding Copy Records to Copy Buckets

22.4. Working with Records in a Bucket

22.5. Removing a Record from a Bucket

22.6. Retrieving Shared Buckets

23. Merging Bibliographic Records in Evergreen

24. Deleting bibliographic, volume, and copy records

24.1. Deleting copy records

24.2. Deleting MARC records (bibliographic or title records)

25. Managing rotating block collections

25.1. Managing blocks with buckets

25.2. Centralized control

IV. OPAC

26. Search the catalogue

26.1. Basic Search

26.2. Advanced Search

26.3. Search Tips

26.4. Search Methodology

26.5. Search Results

27. My Account

27.1. Logging into Your Account

27.2. Account Information

27.3. My Bookbags

28. Mobile PAC

28.1. Searching the Mobile PAC

28.2. Mobile PAC Account Information

V. TPAC

29. TPAC Features

29.1. TPAC Features on Video

30. Search the catalogue

30.1. Basic Search

30.2. Advanced Search

30.3. Search Tips

30.4. Search Methodology

30.5. Search Results

31. My Account

31.1. Logging into Your Account

31.2. Account Information

31.3. My Lists

32. Mobile PAC

32.1. Searching the Mobile PAC

32.2. Mobile PAC Account Information

VI. Reports

33. Reports overview

34. Folders

34.1. Creating Folders

34.2. Managing Folders

35. Creating Templates

35.1. Choosing Displayed Fields

35.2. Applying Filters

36. Generating Reports from Templates

37. Viewing Report Output

38. Running Recurring Reports

39. Shared Templates in SITKA_templates

39.1. What's in SITKA_templates

39.2. Clone a template from SITKA_templates

39.3. Modify a template

39.4. Examples of using Sitka's templates

40. Commonly used tables and views in Evergreen database

41. Template Terminology: Data Types, Transforms, and Operators

VII. Booking Module

42. Using the Booking Module

42.1. Evergreen Booking Tutorial

42.2. Creating a Booking Reservation

42.3. Reservation Pull List

42.4. Capturing Items for Reservations

42.5. Picking Up Reservations

42.6. Returning Reservations

42.7. Cancelling a Reservation

43. Booking Module Administration

43.1. Local System Administrator Booking Tutorials

43.2. Creating Bookable Non-Bibliographic Resources

43.3. Editing Non-Bibliographic Resources

43.4. Deleting Non-bibliographic Resources

VIII. Inventory

44. Sitka's Inventory Procedure

44.1. Checking in all items in the library

44.2. Generating reports and search list

IX. Administration

45. Local Administration Menu

45.1. Overview

45.2. Cash Reports

45.3. Circulation Policies

45.4. Closed Dates Editor

45.5. Copy Locations Editor

45.6. Copy Location Order

45.7. 'Do Not Attempt-Auto-Print' Setting

45.8. Field Documentation

45.8.1. Administering Field Documentation

45.8.2. Patron Field Documentation

45.9. Group Penalty Thresholds

45.9.1. Penalty threshold inheritance rules

45.9.2. Creating local penalty thresholds

45.9.3. Deleting or editing local penalty thresholds

45.10. Hold Policies

45.11. Library Settings Editor

45.12. Non-Catalogued Type Editor

45.13. Statistical Categories Editor

45.14. Surveys

45.15. Work Log

46. Server Administration

46.1. Organizational Units

46.1.1. Library Hours of Operation

46.1.2. Library Addresses

46.2. Call Number Prefix and Call Number Suffix

46.3. Copy Statuses

47. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool

47.1. Deleting Inactive Cards

47.2. Deleting Patron Accounts

48. Courtesy, Overdue, and Hold Notices

48.1. Library Courtesy Notices

48.2. Library Overdue Notices

48.3. Final Notices

48.4. Holds Notifications

49. Managing Internet OPAC Stations

50. Evergreen System Requirements

51. Staff Accounts

51.1. Creating Staff Accounts

51.2. Working Locations

51.3. Editing Staff Accounts

51.4. Staff Account Permissions

51.5. Granting Additional Permissions