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Getting Started with Evergreen

  • Glossary
  • Registering workstations
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  • 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
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  • Running an inventory of your collection
  • Evergreen Indiana Payment Program
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  • Setting up print templates
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  • When a staff person leaves
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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
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  • Using the MARC Editor
  • Using Item Buckets
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  • Replacing a barcode
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  • Deleting your holdings
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  • Procedures for Parts in Evergreen Indiana
  • Wrong or missing cover art?
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  • Using the Holdings Editor
  • MARC: Fixed Field – Audn
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Circulation

  • Removing an accidental statistical category
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  • Placing multiple copies of a title on hold
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  • Marking items lost or claims returned
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  • How to renew circulating material
  • Checking out material with a specific due date
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  • 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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  • Record notes

Record notes

Version: 3.13

PermissionDefineCat1Cat2Cat3
CREATE_RECORD_NOTEAllows a user to create record notesXXX
DELETE_RECORD_NOTEAllows a user to delete record notesX
UPDATE_RECORD_NOTEAllows a user to edit record notesXXX

A record note may be used to indicate when a MARC record is under active review or when an issue in the record has been reviewed with a final verdict by the community. Information on procedures may be found in the Cataloging Procedures Guide.

Create a Record Note #

From the Record Notes tab, click New Record Note to open the Record Editor: Bib Record Note function.

The Note field is the only editable field in the editor. All other information is automatically filled upon saving the record note.

Enter the note details and click Save.

Once saved, the record note will appear in the grid within the Record Notes tab. Use the grid configuration options to show/hide other available columns.

The number of notes on a record will appear on the Record Notes tab when there is at least one (1) note present.

Edit a Record Note #

To edit a record note, double-click on it from note list. The Record Editor: Bib Record Note function will open.

Make changes in the note field and click Save.

NOTE: Record notes may be edited by anyone with Cat1 or Cat2 permissions.

For procedural information, see the Cataloging Procedures Guide.

Delete a Record Note #

To delete a record note, select it from the record note list, and right-click or choose Actions and click Delete Selected. The note will be removed from the Bibliographic record.

3.13, MARC
Updated on 2024-12-19
Deleting Bibliographic RecordsUsing Record Buckets

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Table of Contents
  • Create a Record Note
  • Edit a Record Note
  • Delete a Record Note

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