Skip to content
Evergreen Indiana
  • About Evergreen Indiana
    • History
    • Governance
    • Policies and Procedures
    • Join Evergreen Indiana
    • Member Libraries
    • Communications
      • Evergreen Indiana Updates
    • Evergreen Community Development Initiative
  • Catalog
  • Calendar
  • Member Resources
    • Membership Fee Schedule
    • Aspen Discovery
    • LibraryIQ
    • NEW Documentation
    • Documentation
      • Glossary
      • Payment Program
      • Manuals
      • Offline Transactions
    • Training
      • Learning Tracks
      • Evergreen Learn Online Courses
      • Training Server
      • Videos
    • Forms
    • Get the App
    • Collaborative Purchasing
    • Conferences
      • 2025 Evergreen Indiana Conference
      • Annual (Biennial) Conference 2023
      • Annual Conference 2021
      • Past Conferences
    • Publicity
      • 2023 Annual Report
      • Community Promo Materials
      • Spotlight Library
      • Statistics
      • Testimonials
  • FAQ

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
View Categories
  • Home
  • Evergreen Indiana Docs
  • Manuals and Procedures
  • Local Administration
  • Organizational Unit Settings

Organizational Unit Settings

Version 3.11

Most of these settings are created prior to launch in the Evergreen Indiana consortium; however, if there are temporary or permanent changes in your library, local administrators have the ability to update contact information, hours of operation, and addresses for their library systems.

Navigation #

To access your library’s system information, select the name from the left side Org Units list. Clicking the arrow next to the system level will reveal the branches within the system (even if your library system is a single-branch).

Click the arrow to open your system org unit
Make sure to check both system-level and branch-level libraries when making changes!

Main Settings #

Modifications to the Main Settings are limited to the Phone Number and Email Address fields. The other settings under this tab are managed by the Evergreen Indiana Administration Team.

Hours of Operation #

The Hours of Operation settings allow you to set your library’s normal open and closed hours for each branch in your system.

Enter the Open Time and Close Time for each day of the week. This may be done manually by clicking on the time, or you may use the clock icon to select a time from the drop down.

Enter the time or click on the clock to select from a drop down.

For days the library branch is closed, click the Closed button and the times will adjust to 12:00 AM for both time options.

Edit Note Field? allows libraries to add a constant note to a day that describes split hours or service related notes. Checkmark the box to add a note to one or more days. All boxes will be checked and opened if one is selected.

Checkmark Edit Note Field to add a constant note
Check marking one note field will check all of them.

Make sure to click Apply Changes when finished. This information is visible via the OPAC when the library name is selected.

Example of Opening hours in the OPAC

Addresses #

The Addresses tab is where your library’s mailing, physical, holds, and ILL addresses are set up. Click Save once changes have been made.

Enter addresses using the provided fields.
Latitude and Longitude are not required.
3.11, Local Administration, Org Unit Settings
Updated on 2024-10-29
Closed Dates EditorDeleting patron accounts

Powered by BetterDocs

Table of Contents
  • Navigation
  • Main Settings
  • Hours of Operation
  • Addresses

© 2021 Evergreen Indiana. Theme

Construction Field by Acme Themes
  • About Evergreen Indiana
  • Evergreen Indiana Updates
  • Member Resources

Request a Quote