Evergreen Indiana

Registering workstations
Searching the catalog
Circulating vs Owning Libraries
Registering a patron for an Evergreen account
Inventory
Cash Reports
Statistical Categories – Patron
Statistical Categories – Item
Creating multiple workstations
Acquistions workflows
Downloading and installing Hatch
Configuring your workstation
Returning to recent catalog searches
Using search templates
Understanding search results
Breaking down the bibliographic record
Creating staff working accounts
Merging patron accounts
Deleting patron accounts
Collections exempt patrons
Organizational Unit Settings
Closed Dates Editor
Shelving Locations Editor
Library Settings Editor
Checking out material with a specific due date
How to renew circulating material
Marking items as missing
Marking items as damaged
Marking items lost or claims returned
Bill ownership
Viewing the details of a bill
Paying a bill on a patron’s account
Adding billing to a patron’s account
MARC: Core Bib Level Requirements
MARC: Core Fixed Fields
Cataloging resources
Placing title-level holds
Placing multiple copies of a title on hold
Placing a metarecord hold
Types of holds
Retargeting a hold
Transferring holds in Evergreen
MARC: Core Standard Identifiers
Disabling sound in the web client
When a staff person leaves
Canceling a hold
Managing Monographic Parts
Managing Holds
Non-Cataloged Types Editor
Using baskets in the catalog
Capturing holds
Holdings Templates
Working with Item Notes
Disabling sounds in the web client
Enabling combined library names
Configuring printers for the web client using Hatch
Setting up print templates
Configuring rows, columns, etc (AngularJS)
Utilizing browser tabs with the web client
Configuring rows, columns, etc (Angular)
Third-Party software vendors and SIP
Printable patron notices
How Autorenewals work
Evergreen Indiana Payment Program
Running an inventory of your collection
Adding Evergreen to your library website
Evergreen Indiana Shared Circulation Policy
Resetting an account password
MARC: Fixed Field – Audn
The Holdings Editor
Cataloging tabletop games
Wrong or missing cover art?
Adding holdings to the catalog
Procedures for Parts in Evergreen Indiana
Cataloging serials and magazines
Changing call numbers
Modifying item attributes
Replacing a barcode
Transferring holdings and items
Deleting your holdings
Pre-cataloged and Interlibrary Loan items
Using MARC templates to create records
Item Status
Using Item Buckets
Using the MARC Editor
Importing records using Z39.50
Using Record Buckets (Legacy)
Record notes
Deleting Bibliographic Records
Batch editing MARC records
MARC Batch Import/Export Tool
Updating your library’s address in Evergreen
Legacy: Configuring your reports folders
Checking out material to patrons
Local Administration Accounts
Uploading Offline Transactions
What is a pre-cat checkout?
How can I get Cat2 permissions?
Legacy: Using the Template Editor
Glossary
Legacy: Cloning existing templates
Legacy: Finding existing templates in the Report module
Legacy: Running reports using existing templates
Legacy: Editing and viewing existing templates
Cancel Reasons
Variable fields to delete from MARC records
Authority Control in Evergreen Indiana
588 – Source of Description
586 – Awards Notes
538 – System Detail Note
100 – Main Entry: Personal Name
010 – Library of Congress Control Number
Offline Circulation
On Order Records
Automatic Log-Out Settings
Grouping Patron Accounts
526 – Reading Program Information
Working with Electronic Data Exchanges (EDIs)
“Blanket” orders
Receiving items
Organizational Unit Settings
Hatch FAQ
Guide to Material Type Icons in the Evergreen Indiana Catalog
Item Reclaimation
Pending Patrons (Pre-Registration)
Executive Committee
2024-10 Executive Committee Minutes
Updating the Hatch desktop application
Updating hours for your library
Holiday hours in Aspen
Side Loading in Aspen
2024-12 Cataloging Committee Minutes
Limiting Lists to your library in Explore More
2025-02 Patron Services Minutes
2024-12 Cataloging Committee Minutes
Removing an accidental statistical category
2025-02 Aspen Committee Minutes
2025-04 Aspen Committee Minutes
Advance Reader Copies
Using MARC Federated Search
Patron purchase requests
Core Bib Level Requirements
Fixed Fields
020 – International Standard Book Number
Cataloging games
Useful Websites for Catalogers
264 – Production, Publication, Distribution, Manufacture, and Copyright Notice
Edition statements
Cataloging omnibuses
490/8X0 Series Statements
Item retention based on status
Viewing open transits
BISAC Subject Headings
Setting up Self-Check interface
Managing staff working accounts locally
Using the new record buckets
Reports folders
Reporter basics
Searching for patrons
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
- Managing staff working accounts locally
- Setting up Self-Check interface
- Hatch FAQ
- 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
- Using the new record buckets
- BISAC Subject Headings
- Edition statements
- Cataloging omnibuses
- Core Bib Level Requirements
- Useful Websites for Catalogers
- Cataloging games
- Guide to Material Type Icons in the Evergreen Indiana Catalog
- 526 – Reading Program Information
- 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 (Legacy)
- 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
- 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
- Searching for patrons
- Removing an accidental statistical category
- Viewing open transits
- Pending Patrons (Pre-Registration)
- Item Reclaimation
- Grouping Patron Accounts
- Offline Circulation
- What is a pre-cat checkout?
- Pre-cataloged and Interlibrary Loan items
- 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
- Reporter basics
- Reports folders
- Legacy: Editing and viewing existing templates
- Legacy: Running reports using existing templates
- Legacy: Finding existing templates in the Report module
- Legacy: Cloning existing templates
- Legacy: Using the Template Editor
- Legacy: Configuring your reports folders
- 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
- Using MARC Federated Search
- Patron purchase requests
- Cancel Reasons
- Working with Electronic Data Exchanges (EDIs)
- “Blanket” orders
- Receiving items
- Acquistions workflows
Aspen in Evergreen Indiana
- Limiting Lists to your library in Explore More
- Side Loading in Aspen
- Holiday hours in Aspen
- Updating hours for your library
- Automatic Log-Out Settings
Fixed Fields
- Fixed Fields
0XX: Number and Code Fields
- 020 – International Standard Book Number
- 010 – Library of Congress Control Number
1XX: Main Entry Fields
- 100 – Main Entry: Personal Name
25X-28X: Edition, Imprint, Etc. Fields
- 264 – Production, Publication, Distribution, Manufacture, and Copyright Notice
490: Series Statement Field
- 490/8X0 Series Statements
5XX: Note Fields
- 526 – Reading Program Information
- 538 – System Detail Note
- 586 – Awards Notes
- 588 – Source of Description
6XX: Subject Access Fields
- BISAC Subject Headings
Executive Committee
- 2024-10 Executive Committee Minutes
Patron Services Committee
- 2025-02 Patron Services Minutes
Cataloging Committee
- 2024-12 Cataloging Committee Minutes
- 2024-12 Cataloging Committee Minutes
Aspen Committee
- 2025-02 Aspen Committee Minutes
- 2025-04 Aspen Committee Minutes
Executive Committee
- Executive Committee