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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
View Categories
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  • Staff Catalog
  • Understanding search results

Understanding search results

When you’ve performed a search in Evergreen Indiana, your search results page will look similar to the example below. You will see the total number of search results retrieved based on your search input and filters, linked facets, and the results themselves.

Understanding the Results #

Search results are visually split into blocks to more easily separate each result’s details.

For each result, a brief physical summary of the item is available along with cover art, the number of holdings, number of holds, and record information.

The physical summary includes:

  • The title and author
  • An icon that denotes the manifestation’s format (there can be multiple depending on the type of record and if a “meta” search was done.
  • A call number from one of the holdings on that item
  • Pagination, edition statement, publisher information, and ISBN/UPC.

Except for the call number, the physical information is taken from various fields in the MARC record.

To the right of the physical description is a quick view of the holdings count. In this example, 84 is the number of items on the record with a status of Available. 166 is the total number of items on the record. The consortium total will always show regardless of search filters. Other libraries’ holdings numbers may be visible based on your search preferences. If a Preferred Library has been set in your preferences, this will appear below the consortium total. If a specific library or library branch is selected from the available search filter, it will add one or more for that selected library.

To the right of the holdings summary is the Title Control Number, or TCN, the total number of holds on the record, and who the record was created by and last edited by.

You also have the ability to place a Meta, Title, or Part Hold from the Place Hold button.

For more information about placing holds, see the Holds section of the Circulation Training Manual.

NOTE: If the Exclude Electronic Resources button was unchecked before your search, you will likely see records, with an eBook icon, with 0/0 holdings. eBook records link to external databases, like OverDrive and Hoopla, and should never have any holdings attached. To hide these results, make sure the button is checked.

Facets #

On the left side of the screen and beneath the search results total, you will see a list of relevant subjects, authors, and series. These are called facets. By default, each topic displays the top five headings.

Click on these to limit the search results to those that share that specific entry. 

Click on the same Facet again to return to the original search results. 

The More button next to each Facet type will reveal the remaining headings available. The button changes to Less when clicked. Click again to only display the top five again.

Show More Details #

The Show More Details button will expand the brief summary of each search result to include information on holdings that are on the record. 

If your library search filter is set to EG-IN and you have a Preferred Library set, it will show the Preferred Library’s Holding plus four other holdings.

If you selected a specific library for the search filter, it will only show that library’s holdings.

Once Show More Details is clicked, it will change to Show Fewer Details. The holdings information will stay for each search until you click Show Fewer Details.

NOTE: If you want to use more filters such as Exclude Electronic Resources or Group Formats/Editions, you can check the boxes, but will need to click Search again to perform another search.

Staff catalog
Updated on 2024-07-15
Breaking down the bibliographic recordUsing search templates

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Table of Contents
  • Understanding the Results
  • Facets
  • Show More Details

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