Sitka Evergreen Training Manual

Evergreen 2.10

$Id: 70e968f963fc06e68fa5b949bdf3bba821edaad0 $

Last updated May 24, 2016

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Table of Contents

I. Introduction
1. New in Evergreen Version 2.10
1.1. New Features on Video
1.2. Circulation
1.3. Evergreen Self Check
1.4. Cataloguing
1.5. OPAC/Catalogue
1.6. Administration
1.7. Reports
1.8. Snippet and Training Videos
2. New Behaviour in Evergreen 2.10
2.1. Conditional Negative Balances
2.1.1. Libraries that Do NOT Void Lost Charges when an Item is returned
2.1.2. Libraries that Do Void Lost Charges when an Item is returned
2.2. Changes to all Staff Permission Groups
2.3. Adjust Bill Balance to Zero
3. Revisions to Version 2.10 and Attributions to Contributors.
4. Sitka and Evergreen Resources
4.1. Sitka Community Documentation
5. Sitka Evergreen Support
5.1. How to Contact Support
5.2. Guidelines for Support Requests
5.3. RT Self Service
6. Getting Started
6.1. Installing the Evergreen Staff Client
6.2. Registering a Workstation
6.3. Adding the Profile Manager
6.4. Logging in to Evergreen
6.5. Change Operator
6.6. Navigation
6.7. Workstation Administration
6.7.1. Configure Receipt Templates
II. Circulation
7. Patron Records
7.1. Searching Patrons
7.2. Registering New Patrons
7.3. Account Status by Colour Code
7.4. Updating Patron Records
7.4.1. Updating Patron Information
7.4.2. Renewing Library Cards
7.4.3. Marking Library Cards Lost
7.4.4. Resetting a Patron's Password
7.4.5. Invalidate Email Address or Phone Number
7.4.6. Barring a Patron
7.5. Patron Alerts, Notes, Messages and Notifications
7.5.1. Alerts
7.5.2. Notes
7.5.3. Messages
7.5.4. Notifications
7.6. Merging Patron Records
7.7. Deleting Patron Records
8. Circulation
8.1. Check Out (F1)
8.2. Check In (F2)
8.3. Renewal and Editing the Item's Due Date
8.4. Marking Items Lost, Claimed Returned, and Claimed Never Checked Out
8.5. In-house Use (F6)
8.6. Item Status (F5)
8.7. Barcode Completion
9. Bills and Payments
9.1. Circulation vs. Grocery Bills
9.2. Making Payments
9.3. Patron Credit
9.4. Adjust Bill Balance to Zero
9.5. Voiding Bills
9.6. Adding New "Grocery" Bills
9.7. Bill History
9.8. Refund
10. Holds
10.1. Placing Holds
10.2. Managing Holds
10.3. Holds Pull List
10.4. Transferring Title Holds
10.5. Find Another Target for Holds
10.6. Capturing Holds
10.7. Holds Shelf List and Clearing Shelf-Expired Holds
11. Items in Transit
11.1. When will an item go In Transit?
11.2. How to receive In transit items?
11.3. Transit Details
11.4. Transit List
11.5. Aborting Transits
12. Self Check
12.1. Staff Functions in the Evergreen Self Check
12.2. Basic Check Out
12.3. View Items Out
12.4. View Holds
12.5. View Fines
13. Offline Transactions
13.1. Offline Module Setup
13.2. Patron Registration
13.3. Check Out
13.4. Renew
13.5. In House Use
13.6. Check In
13.7. Uploading offline transactions
III. Cataloguing
14. Searching the Database for Cataloguing Purposes
14.1. Advanced/Numeric Search
14.2. MARC Expert Search
15. Adding Holdings to Existing Records in the Sitka Database
15.1. Adding holdings to title records
15.2. New Copies and Holds
15.3. Adding holdings for non-physical resources
16. Editing and Maintaining Holdings
16.1. Copy Editor
16.2. Editing holdings
16.3. Copy Templates
16.4. Batch Updating via Item Status screen
16.5. Replacing a barcode
16.6. Spine Labels
16.7. Transferring holdings
16.8. Deleting holdings
17. Copy Alerts
18. Copy Buckets
18.1. Adding Copy Records to Copy Buckets
18.2. Working with Copies in a bucket
18.3. Removing a Copy from a Bucket
18.4. Retrieving Shared Buckets
19. Adding Bibliographic Records to the Database
19.1. MARC Records via Z39.50 Interface
19.1.1. Importing Records via Z39.50 Interface
19.1.2. Overlaying Records via Z39.50 Interface
19.2. MARC Batch Import
19.2.1. Import MARC Records
19.2.2. Uploading MARC Record Files
19.2.3. Importing and Merging Records from Queues
19.2.4. Managing Queues
19.3. Sitka’s Minimum MARC record
19.4. Creating New MARC Records
19.5. Cataloguing non-physical resources
20. Editing and Maintaining MARC records
20.1. Editing MARC Records
20.2. MARC Record Leader and MARC fixed field 008
20.3. Format Filters and Format Icons
20.4. Merging Bibliographic Records in Evergreen
20.5. Deleting MARC records (bibliographic or title records)
20.6. Exporting MARC Records
21. Record Buckets
21.1. Creating Record Buckets
21.2. Adding Records to Buckets
IV. OPAC
22. Search the catalogue
22.1. Basic Search
22.2. Advanced Search
22.3. Numeric Search
22.4. MARC Expert Search
22.5. Browse the Catalogue
22.6. Search Tips
22.7. Search Methodology
22.8. Search Results
23. Placing Holds
23.1. Title and Volume Holds
23.2. Placing Holds on Multiple Records of the Same Title
24. My Account
24.1. Logging into Your Account
24.2. Resetting Your Password
24.3. Account Summary
24.4. Account Preferences
24.5. Messages
24.6. Items Checked Out
24.7. Holds
24.8. Fines and Payments
24.9. My Lists
25. Integrated Electronic Resources
25.1. Checking Out E-resources
25.2. Placing Holds on E-resources
25.3. Checked out and On Hold E-resources in My Account
26. Mobile PAC
26.1. Searching the Mobile PAC
26.2. Mobile PAC Account Information
V. Reports
27. Reports overview
28. Folders
28.1. Creating Folders
28.2. Managing Folders
29. Creating Templates
29.1. Choosing Displayed Fields
29.2. Applying Filters
30. Generating Reports from Templates
31. Viewing Report Output
32. Running Recurring Reports
33. Viewing/Editing/Rescheduling Reports
34. Shared Templates in SITKA_templates
34.1. What's in SITKA_templates
34.2. Clone a template from SITKA_templates
34.3. Modify a template
34.4. Examples of using Sitka's templates
35. Commonly used tables and views in Evergreen database
36. Template Terminology: Data Types, Transforms, and Operators
VI. Serials
37. Serials
37.1. Serials Videos
37.2. Administration
38. Copy Template
38.1. Create a Copy Template
38.2. Edit a Copy Template
39. Creating Serial Records
39.1. Serial Control View
39.2. Managing Serials Records
39.2.1. Create a Subscription
39.2.2. Create a Distribution
39.2.3. Create Captions and Patterns
39.2.4. Edit Captions and Patterns
39.2.5. Pattern Code Wizard
39.2.6. Create an Issuance
39.2.7. Generate Predictions
40. Receiving Serials
40.1. Receive serials
40.2. Batch Receive Serials
41. OPAC
41.1. Searching for Serials in the OPAC
41.2. OPAC Serials Display
42. Reports
42.1. Serials Report Templates
43. Special Issues
43.1. Add an Issuance
43.2. Edit an Issuance
43.3. Delete an Issuance
44. Binding Process
44.1. Binding Template
44.2. Binding Units
45. Routing
45.1. Serials Routing
45.2. Serials Batch Receive
46. Caption and Pattern Codes
46.1. Caption and Pattern Codes
VII. Booking Module
47. Using the Booking Module
47.1. Evergreen Booking Tutorial
47.2. Creating a Booking Reservation
47.3. Reservation Pull List
47.4. Capturing Items for Reservations
47.5. Picking Up Reservations
47.6. Returning Reservations
47.7. Cancelling a Reservation
48. Booking Module Administration
48.1. Local System Administrator Booking Tutorials
48.2. Creating Bookable Non-Bibliographic Resources
48.3. Editing Non-Bibliographic Resources
48.4. Deleting Non-bibliographic Resources
VIII. Inventory
49. Sitka's Inventory Procedure
49.1. Running Inventory
49.2. Reporting on Inventory
IX. Administration
50. Local Administration Menu
50.1. Overview
50.2. Cash Reports
50.3. Circulation Policies
50.4. Closed Dates Editor
50.5. Copy Locations Editor
50.6. Copy Location Order
50.7. Copy Template Editor
50.8. 'Do Not Attempt-Auto-Print' Setting
50.9. Group Penalty Thresholds
50.9.1. Penalty threshold inheritance rules
50.9.2. Creating local penalty thresholds
50.9.3. Deleting or editing local penalty thresholds
50.10. Hold-driven Recall
50.11. Hold Policies
50.12. Item Attribute Editor
50.13. Library Settings Editor
50.14. Non-Catalogued Type Editor
50.15. Statistical Categories Editor
50.16. Surveys
50.17. Work Log
51. Server Administration
51.1. Organizational Units
51.1.1. Library Hours of Operation
51.1.2. Library Addresses
51.2. Call Number Prefix and Call Number Suffix
51.3. Copy Statuses
51.4. Hard Due Date
51.5. Floating Group
52. Evegreen Self Check Administrative Set-Up
52.1. Initial Set-Up
53. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool
53.1. Deleting Inactive Cards
53.2. Deleting Patron Accounts
54. Courtesy, Overdue, and Hold Notices
54.1. Library Courtesy Notices
54.2. Library Overdue Notices
54.3. Final Notices
54.4. Hold Slip and Holds Notifications
55. Managing Internet OPAC Stations
56. Evergreen System Requirements
57. Staff Accounts
57.1. Creating Staff Accounts
57.2. Working Locations
57.3. Editing Staff Accounts
57.4. Resetting Your Password
57.5. Staff Account Permissions
57.6. Granting Additional Permissions

List of Tables

16.1. Identification
16.2. Location
16.3. Circulation
16.4. Miscellaneous
20.1. Format Filters
20.2. Format Icons
46.1. Popular Caption and Pattern Codes
50.1. Booking and Cataloguing
50.2. Circulation
50.3. Credit Card Processing
50.4. Finances
50.5. GUI: Graphic User Interface
50.6. Global
50.7. Holds
50.8. Library
50.9. OPAC
50.10. Offline and Program
50.11. Receipt Templates and SMS Text Message
50.12. Security
50.13. Self Check
50.14. Other
56.1. Recommended Internet Connection Speeds

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