6.6. Navigation

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Evergreen uses tabs to display functions. Tabs allow all software functionality to be open in one window. You can have multiple tabs open at once and you can have more than one tab of a single function open at the same time. You simply move through the tabs to perform your work.

You can operate on Windows and Tabs using the dropdown menu under File . You can also use the plus sign beside the last tab title and the cross sign at the end of the tab title line to open a new or close the active tab. You can also use the following keyborard shortcuts/hotkeys, too. Some functions will automatically open records in new tabs.

Keyboard shortcuts/hotkeys for working with tabs:

  • Ctrl+T new tab

  • Ctrl+W   close tab

  • Ctrl+Shift+W   close all tabs

  • Ctrl+Tab   tabs forward through open tabs

  • Ctrl+Shift+Tab   tabs backward through open tabs

In the example below, the MARC Template tab is active. Click on any open tab to bring that screen to the front. You can also use Ctrl+Tab to move to the required tab

Now the Check Out tab is the active screen.

Once you are in the selected tab, you can use the drop down menus or keyboard shortcuts to perform required functions. Menu functions and corresponding keyboard shortcuts will be demonstrated throughout this manual.

Keyboard Shortcuts/Hotkeys

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Most menu items have keyboard shorcuts that can greatly increase efficiency. Below is a selected list of commonly used shortcut keys (AKA HotKeys). All or partial hotkeys can be turned off. See Workstation Administration section for details.

Key Function
F1 Checkout, or retrieve patron record by barcode
F2 Checkin
F3 Catalogue search
F4 Patron search
F5 Retrieve copy by barcode
F6 Record in house use
F8 Retrieve last patron
F9 Re-print the last receipt
Shift+F1 Register new patron
Shift+F2 Capture holds
Shift+F3 Retrieve record by TCN
Shift+F8 Retrieve last patron
Ctrl+T Open new tab
Ctrl+W Close current tab
Ctrl+Tab Move forward through tabs
Ctrl+Shift+Tab Move back through tabs
Ctrl+C Copy
Ctrl+V Paste


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Most staff client check-boxes are "sticky" -- if you select or deselect them, that status persists. For example, Auto-print, which will print the relevant receipts automatically in certain functions, is sticky. If you select it on one login, it will persist for future logins until you uncheck the box.

Fast Item Add is another "sticky" check box that makes it possible to add volume and item records from the MARC editor.

Double Click

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Double click a line on patron search result list opens the selected record in a new tab. Double click an item line on Holdings Maintenance opens the record with Copy Editor in a new tab.


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There are several methods of copying and pasting text in Evergreen, depending on where you are in the staff client and the type of information you are copying

  1. Underlined blue text. Clicking on any of the blue links in the Evergreen client copies the data to the computer clipboard (left and right click work the same way for these links). To paste into another location, use Ctrl+V.

  2. Text displayed in tables. To copy information from a staff client table, first select the desired row then right-click and choose Copy to Clipboard; alternatively select Actions for Selected ItemsCopy to Clipboard.

    Next click the desired information in the popup to copy it to the clipboard

  3. Text from catalogue search results. There is no right-click menu for copying data from staff client search results. To copy the ISBN in the example below, highlight it and click Ctrl+C. To paste into another location use Ctrl+V.

Column Picker

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From many screens and lists, you can click on the column picker icon to change which columns are displayed.

When data is displayed in columns, you can click and drag them, add new ones, or remove them. You can also sort data in a column by clicking on the column header. After customizing the display you may save your changes for future sessions under that login by right-clicking anywhere in the display area and choosing Save Columns from the drop-down menu. Some libraries use generic accounts and for those who do, staff need to be aware of the implications to other staff members of any changes made to the display.

Sorting Columns

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You can sort a list by ascending or descending order on any screen with grid display. Clicking the label of a column sorts display by the column. One more click reverses the order.

You may sort by multiple columns. Click the column label of your first sorting column. Move the cursor to the second sorting column. Right click your mouse to choose an option from the list.

You may sort by a third column by repeating the above step.

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