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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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  • Library Settings Editor

Library Settings Editor

The Library Settings Editor contains a very large number of settings that can be configured.  While descriptions are made available in the setting names, some dependencies and functions may not be readily apparent when reviewing the overall list of settings.  We encourage you to contact the HelpDesk if you wish to test a setting that is not currently set for your library.  Some settings have already been set on a consortium level, but others may be set based on local policy.  Please consider impacts on both consortium and local policy when choosing to change a setting to ensure you’re in compliance with the consortium rules.

Image of the Library Settings Editor

A short list of settings which your library should consider addressing include:

  • Staff Login Inactivity Timeout (in seconds)
  • OPAC Inactivity Timeout (in seconds)
  • Void lost item billing when returned
  • Void processing fee on lost item return
  • Lost Materials Processing Fee ( Max is $10 under policy)
  • Charge processing fee for damaged items (Max is $10 under EI policy)
  • Default Item Price (Used only if item price is listed as NULL.)

Use the search box at the top of the page to reduce the list of settings you wish to address/review to a more manageable and relevant list.

enter the query into the filter field

Click on Edit to set or update a setting.  Deleting will convert the setting to a NULL.

Update the value of the setting

Once you have clicked on either Update Setting or Delete Setting, your selection will be updated in the table. A toast message will appear on the screen in the bottom right corner.

A green confirmation note will appear in the bottom right of the screen

Clicking on History will show you the history of the setting as it’s been set or removed over time.  Use the Revert link to roll back a change made to the settings.

History will show history of that specific setting.
3.11, Library Management, Local Administration
Updated on 2024-10-29
Collections exempt patronsShelving Locations Editor

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