Updates Newsletter

Hello all,

Not surprising to any of you, things have been a little crazy in the Evergreen Indiana world added to the context of things being a little crazy in the world at large.  I hope you each have the opportunity to take a deep breath from time to time, find your center, and let go of at least some of the pressure that inevitably builds up.  

There are many, many updates in this email, so please take the time to go through it completely and feel free to reach out to me if you have any questions.

First thing’s first:

Evergreen 3.4 Upgrade

Thank you to everyone for your patience over this major upgrade that also happened to be the FIRST upgrade for more than half of the Evergreen Indiana admin team.  We have learned a lot and are both cognizant of necessary improvements and confident about future upgrades.

As of now, these issues have been resolved:

1. Third party credit card transactions can now be accounted for in the patron interface.
   1. When selecting “credit card” as the payment type, after entering the amount and clicking apply, a modal will pop up.  The first field says “Process Where?” with a drop down next to it.  From the drop-down, select “Record Externally Processed Payment.”  This will change the modal to ask for an approval code.  This approval code can be anything and does not necessarily need to correspond to an approval code from the third party credit card processor (ie. Square, Clover, your local bank, etc.)
2. The issue with editing patron records while there are penalties/messages on their account has been fixed.  You should no longer need to archive the penalties/messages, and appropriate circulation blocks should remain in place.
3. Payment reconciliation links and printable notice links should be functional (but still a little buggy) now. 
   1. A note here – there are two menu systems in play right now – one that says in the home page URL “eg2/en-US/staff” and one that says “eg/staff.”  The links work on the splash page that uses “eg2/en-US/staff.”  
   2. On any staff client page using the eg2/en-US portion in the URL, however, the “Home” button doesn’t work.  We’re working to resolve this.
4. All core functionality, with the exception of credit card payments through the “My Account” OPAC feature, have been restored.

Committee Updates

All four of the Evergreen Indiana committees, executive, eContent, cataloging, and patron services met over the past couple weeks.  I will be working on getting the meeting recording prepared and uploaded to the Evergreen Indiana YouTube channel as time allows.

Training Update

We had a whirlwind of training that was also mired in the general upheaval of the past couple months.  I am working through a backlog of follow-up emails for both Basic Cataloging and Advanced Cataloging participants.  In an attempt to get everyone working as efficiently as possible, I will be focusing my attention in a bit of a backward trajectory, dealing with new CAT1 catalogers first, then focusing on getting out TLEU certificates and then working on any recordings, etc.

A full slate of Evergreen Fundamental Skills courses have been scheduled for January.  You can register at the links listed.

• Local Administration in Evergreen 3.4, Monday, January 4, 10:00 a.m.
• Circulation in Evergreen 3.4, Tuesday, January 5, 10:00 a.m. 
• Holds & Transits in Evergreen 3.4, Tuesday, January 5, 1:00 p.m.
• Basic Cataloging in Evergreen 3.4, Friday, January 15, 10:00 a.m.
• Advanced Cataloging in Evergreen 3.4 – Part 1, Tuesday, January 25, 9 a.m.
• Advanced Cataloging in Evergreen 3.4 – Part 2, Wednesday, January 26, 9 a.m.

2020 Annual Report Statistics

These will be available to you by the End of Business on Wednesday, January 6.

2021 Membership Fee Invoices

Your library will be receiving an email with the 2021 Membership Fee Invoice attached along with the 2021 Evergreen Indiana budget as approved by the Executive Committee.  In addition, in accordance with the Evergreen Indiana by-laws, paper invoices have been prepared and will be mailed via USPS over the next few days.

Please note that the Executive Committee voted to maintain the 2021 membership rates at the 2020 levels.

Wowbrary Subscription Reminder

If you are interested in offering Wowbrary as a service to your library patrons, the deadline for letting us know is Tuesday, December 22.  The discounted Evergreen Indiana annual rate is $375 (normal rate – $500).  

Library Card/Barcode Pool Reminder

The pool to order library cards and barcodes opens on Monday, January 11 and extends through Friday, January 15.  The order form for cards and barcodes and instructions for ordering are located on the Evergreen Indiana calendar accessible here. 

Preliminary WELCOME!!

Rushville Public Library will be, barring any issues (weather, technology, swarms of locusts, etc.) going live with Evergreen Indiana on Wednesday, January 20.  We are excited to have Nicki Kirchoff, the Rushville Library staff, and library users throughout Rush County join the consortium.

As always, please don’t hesitate to reach out to me via email or phone (or if you happen to see me in the Linwood Kroger or Lockerbie Needler’s).  I hope you all find the light you need at this darkest part of the year.