Patron Management – Evergreen Indiana

Skip to content

About Evergreen Indiana
Catalog
Calendar
Member Resources
FAQ

Getting Started with Evergreen

11

Glossary
Registering workstations
Configuring printers for the web client using Hatch
Setting up print templates
Configuring rows, columns, etc (Angular)
Utilizing browser tabs with the web client
Configuring rows, columns, etc (AngularJS)
Enabling combined library names
Disabling sounds in the web client
Configuring your workstation
Downloading and installing Hatch

Local Administration

26

Organizational Unit Settings
Uploading Offline Transactions
Updating your library’s address in Evergreen
Local Administration Accounts
Adding Evergreen to your library website
Running an inventory of your collection
Evergreen Indiana Payment Program
How Autorenewals work
Third-Party software vendors and SIP
Setting up print templates
Non-Cataloged Types Editor
When a staff person leaves
Disabling sound in the web client
Bill ownership
Collections exempt patrons
Library Settings Editor
Shelving Locations Editor
Closed Dates Editor
Organizational Unit Settings
Deleting patron accounts
Merging patron accounts
Creating staff accounts
Statistical Categories – Item
Statistical Categories – Patron
Cash Reports
Creating multiple workstations

Cataloging

34

526 – Reading Program Information
On Order Records
Authority Control in Evergreen Indiana
Variable fields to delete from MARC records
How can I get Cat2 permissions?
MARC Batch Import/Export Tool
Batch editing MARC records
Deleting Bibliographic Records
Record notes
Using Record Buckets
Using MARC templates to create records
Importing records using Z39.50
Using the MARC Editor
Using Item Buckets
Item Status
Pre-cataloged and Interlibrary Loan items
Changing call numbers
Modifying item attributes
Replacing a barcode
Transferring holdings and items
Deleting your holdings
Cataloging serials and magazines
Procedures for Parts in Evergreen Indiana
Wrong or missing cover art?
Cataloging tabletop games
Adding holdings to the catalog
Using the Holdings Editor
MARC: Fixed Field – Audn
Working with Item Notes
Holdings Templates
Managing Monographic Parts
Cataloging resources
MARC: Core Fixed Fields
MARC: Core Bib Level Requirements

Circulation

30

Grouping Patron Accounts
Offline Circulation
What is a pre-cat checkout?
Pre-cataloged and Interlibrary Loan items
Grouping Patron Accounts
Evergreen Indiana Shared Circulation Policy
How Autorenewals work
Printable patron notices
Capturing holds
Managing Holds
Canceling a hold
Transferring holds in Evergreen
Retargeting a hold
Placing a metarecord hold
Types of holds
Placing multiple copies of a title on hold
Placing title-level holds
Bill ownership
Adding billing to a patron’s account
Paying a bill on a patron’s account
Viewing the details of a bill
Marking items lost or claims returned
Marking items as damaged
Marking items as missing
How to renew circulating material
Checking out material with a specific due date
Checking out material to patrons
Inventory
Registering a patron for an Evergreen account
Circulating vs Owning Libraries

Reporting

7

Editing and viewing existing templates
Running reports using existing templates
Finding existing templates in the Report module
Cloning existing templates
Using the Template Editor
Configuring your reports folders
Cash Reports

Staff Catalog

6

Using baskets in the catalog
Breaking down the bibliographic record
Understanding search results
Using search templates
Returning to recent catalog searches
Searching the catalog

Acquisitions

5

Cancel Reasons
Working with Electronic Data Exchanges (EDIs)
“Blanket” orders
Receiving items
Acquistions workflows

Aspen in Evergreen Indiana

1

Automatic Log-Out Settings

0XX: Number and Code Fields

1

010 – Library of Congress Control Number

1XX: Main Entry Fields

1

100 – Main Entry: Personal Name

5XX: Note Fields

4

526 – Reading Program Information
538 – System Detail Note
586 – Awards Notes
588 – Source of Description

Evergreen Indiana Updates

1

3.13 Upgrade: Summary of Acquisitions

View Categories

Home
Evergreen Indiana Docs

Patron Management

Bill ownership

© 2021 Evergreen Indiana. Theme

Construction Field by Acme Themes

About Evergreen Indiana
Evergreen Indiana Updates
Member Resources

Request a Quote