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Getting Started with Evergreen

  • 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

  • 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 working accounts
  • Statistical Categories – Item
  • Statistical Categories – Patron
  • Cash Reports
  • Creating multiple workstations

Cataloging

  • Advance Reader Copies
  • Guide to Material Type Icons in the Evergreen Indiana Catalog
  • 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

  • Removing an accidental statistical category
  • Pending Patrons (Pre-Registration)
  • Item Reclaimation
  • 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

  • Editing and viewing existing templates
  • Running reports using existing templates
  • Finding existing templates in the Report module
  • Cloning existing templates
  • Using the Template Editor
  • Setting up the Reporter for the first time
  • Cash Reports

Staff Catalog

  • 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

  • Cancel Reasons
  • Working with Electronic Data Exchanges (EDIs)
  • “Blanket” orders
  • Patron purchase requests
  • Using MARC Federated Search
  • Receiving items
  • Acquistions workflows

Aspen in Evergreen Indiana

  • Limiting Lists to your library in Explore More
  • Automatic Log-Out Settings
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Glossary

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A

Active date #

When the item is checked in after being cataloged. This is different from Create date.

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Age Protection #

Allows libraries to prevent holds on newly cataloged books (on an item by item basis)…

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Attribute #

Individual settings at the item level that can define how an item circulates, shelving location,…

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Available Date #

The date a Hold is available for pickup by the requesting Patron. May be different…

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B

Backdating #

Setting a custom check-in date prior to the current date when processing returns. When checking in…

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Bibliographic record #

An entry in a catalog that describes a specific resource.

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Bucket #

This is a virtual container of items. See also Record Buckets, Item Buckets, and User…

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C

Capture Date #

When an item targeted to fulfill a Hold has been scanned (checked in) to trigger…

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Capturing Library #

The library that checked in an item targeted to fulfill a Hold request.

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Circulating Library #

The library which has checked out the item.

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Circulation Library #

The library which is the home of the item.See also: Owning library

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Circulation Matrix #

A list of Circulation Modifiers available to EILC member libraries for use with their collections.

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Circulation Modifiers #

Circulation Modifiers pull together Loan Duration, Renewal Limit, Fine Level, Max Fine and Profile Permission…

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Client #

Browser-based staff interfafce for the Evergreen Integrated Library System or Software (ISL).

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Create date #

Create date is when your Holding was added to the catalog.

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D

Default Search Library #

The Default Search Library setting determines what library is searched from the advanced searh screen…

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Due Date #

The Due Date is the day on or before which an item must be returned…

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F

Facet #

After a search in the catalog, it is an aspect found in the resulting records…

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Fine free #

A library that does not charge overdue fines or fees for material that have not…

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Updated on 2024-09-19

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Table of Contents
  • Active date
  • Age Protection
  • Attribute
  • Available Date
  • Backdating
  • Bibliographic record
  • Bucket
  • Capture Date
  • Capturing Library
  • Circulating Library
  • Circulation Library
  • Circulation Matrix
  • Circulation Modifiers
  • Client
  • Create date
  • Default Search Library
  • Due Date
  • Facet
  • Fine free

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