Sitka Evergreen Training Manual

Evergreen 2.0

Last updated May 1, 2012

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Table of Contents

I. Introduction
1. New in Evergreen Version 2.0
New Features on Video
User Interface and Workstation Settings
Circulation
Cataloguing
OPAC/Catalogue
Administration
2. Revisions to Version 2.0
3. Sitka and Evergreen Resources
Sitka Community Documentation
4. Sitka Evergreen Support
How to Contact Support
Guidelines for Support Requests
RT Self Service
Create New Tickets
View and Add to Existing Tickets
Review Closed Tickets
Ticket Status
5. Getting Started
Logging in to Evergreen
Navigation
Customizing the Staff Client
II. Circulation
6. Patron Records
Searching Patrons
Registering New Patrons
Account Status by Colour Code
Updating Patron Records
Updating patron information
Renewing library cards
Marking library cards lost
Resetting patron's password
Barring a patron
Patron Alerts, Notes and Messages
Alerts
Notes
Messages
Merging Patron Records
Deleting Patron Records
7. Circulation
Check Out (F1)
Check In (F2)
Renewal and Editing the Item's Due Date
Marking Items Lost and Claimed Returned
In-house Use (F6)
Item Status (F5)
8. Bills and Payments
Circulation vs. Grocery Bills
Making Payments
Patron Credit
Voiding Bills
Adding New "Grocery" Bills
Bill History
Refund
9. Holds
Placing Holds
Managing Holds
Holds Pull List
Capturing Holds
Find Another Target for Holds
Holds Shelf List and Clearing Shelf-Expired Holds
10. Items in Transit
When will an item go In Transit?
How to receive In transit items?
Transit Details
Transit List
Aborting Transits
11. Offline Transactions
Patron Registration
Check Out
Renew
In House Use
Check In
Uploading offline transactions
III. Cataloguing
12. Searching the Database for Cataloguing Purposes
Quick Search
MARC Expert Search
13. Adding holdings to title records
New Copies and Holds
14. Copy Alerts
15. Importing MARC records via Z39.50 interface
16. MARC Batch Import/Export
17. Creating New MARC Records and Understanding Minimum Required MARC Tags
Creating New MARC Records
Sitka’s Minimum MARC record
18. Working with the MARC Editor
Editing MARC Records
MARC Record Leader and MARC fixed field 008
19. Cataloguing non-physical resources
20. Overlaying MARC Records
21. Cataloguing Templates
Creating Item Templates
Using Item Templates
Exporting Item Templates
Importing Templates
22. Using buckets
Creating Record Buckets
Adding Records to Buckets
Adding Copy Records to Copy Buckets
Working with Records in a Bucket
Removing a Record from a Bucket
Retrieving Shared Buckets
23. Merging Bibliographic Records in Evergreen
24. Deleting bibliographic, volume, and copy records
Deleting copy records
Deleting volume records
Deleting MARC records (bibliographic or title records)
25. Managing rotating block collections
Managing blocks with buckets
Centralized control
Distributed control
IV. OPAC
26. Search the catalogue
Basic Search
Advanced Search
Search Tips
Search Methodology
Search Results
27. My Account
Logging into Your Account
Account Information
My Bookbags
V. Reports
28. Reports overview
29. Folders
Creating Folders
Managing Folders
30. Creating Templates
Choosing Report Fields
Applying Filters
31. Generating Reports from Templates
32. Viewing Report Output
33. Cloning Shared Templates
34. Running Recurring Reports
35. Template Terminology
VI. Booking Module
36. Using the Booking Module
Evergreen Booking Tutorial
Creating a Booking Reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
37. Booking Module Administration
Local System Administrator Booking Tutorials
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
VII. Inventory
38. Sitka's Inventory Procedure
Checking in all items in the library
Generating reports and search list
VIII. Administration
39. Local Administration Menu
Overview
Cash Reports
Circulation Policies
Closed Dates Editor
Libraries in the Mountain Time Zone
Copy Locations Editor
Copy Location Order
Field Documentation
Administering Field Documentation
Patron Field Documentation
Global Font and Sound Settings
Group Penalty Thresholds
Penalty threshold inheritance rules
Creating local penalty thresholds
Deleting or editing local penalty thresholds
Hold Policies
Library Settings Editor
Settings Overview
Non-Catalogued Type Editor
Printer Settings Editor
Receipt Template Editor
Adding an image
Line Item
Editing the footer
Exporting templates
Importing Templates
'Do Not Attempt-Auto-Print' Setting
Statistical Categories Editor
Surveys
40. Server Administration
Server Administration: Organizational Units
Library Hours of Operation
Library Addresses
Copy Statuses
41. Deleting Inactive Cards and Patron Accounts by Sitka's In-house Patron Deletion Tool
Deleting Inactive Cards
Deleting Patron Accounts
42. Pre-due, Overdue, and Hold Notices
43. Managing Internet OPAC Stations
44. Evergreen System Requirements
45. Staff Accounts
Staff Account Permissions
Granting Additional Permissions

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