Frequently Asked Questions

Cataloging

  • Changes to the fixed fields will NOT save!

    Check to see if there is an 008 in the MARC record. If there isn’t, any attempts at making changes in the fixed field grid will fail. You can either add a new 008 field using the Flat-Text Editor, or by right-clicking on one of the tag numbers and selecting “Add/Replace 008.” Click Save Changes and then update the fixed field grid.

  • Why can’t I save my MARC record edits? The system gives me an error or it just silently fails!

    This usually occurs when one of the tags in the MARC has been entered incorrectly – whether it’s missing an ‘=’ (equal sign) at the beginning or a slash representing one of the indicator spaces. Try opening the MARC record using the Flat Text Editor. Sometimes it’s easier to spot errors through that function.

Circulation

  • Why isn’t patron search working?

    Sometimes attempting to perform a patron search yields zero results even though you know there should be at least something there. This is a bug that was found in Evergreen after our most recent upgrade (Dec, 2025) that happened because of the way the library selector (home library) function now stores its information.

    To troubleshoot:
    1. Change the selected branch location by selecting and clicking another branch in the dropdown.
    2. Reload the page (this can either be done directly with the browser or using the Search dropdown link.

    If the reload doesn’t work, try performing the “Empty cache and hard reload” option for your browser. 

  • I checked in an item and it’s telling me to “Route to Cataloging.”

    This means that the item was originally checked out as a pre-cataloged item. The item’s barcode was either mis-scanned at check out, it was deleted from the catalog, or was mis-cataloged and never added. If you want to re-add it to your collection, your cataloger can transfer the pre-cat to a permanent record in the catalog.

  • What does backdating mean?

    When checking in items from the book drop each morning, staff should set the Effective Date to reflect the previous day’s date (aka, backdating). Other dates may be selected if the library has been closed; however, the system will not accept a future date. 

Local Administration

  • Why won’t this patron’s expired account purge? It doesn’t have any fines or open circulations.

    Occasionally a patron account will remain in the database because one of their previously open bills did not create a “Finished transaction” date. If you check their bill history and find a date missing in that column, please submit a helpdesk ticket. Once this issue has been taken care of, the account should be purged during the next purge process.

  • I’m trying to update my coworker’s staff working account but it’s telling me, “Editing users in this group is disallowed.” What does that mean?

    It could mean one of two things: the account you are using to update other accounts does not have localadmin privileges, or the account you are trying to update has either Cat1 or LocalAdmin permissions. Only localadmins may edit or update a fellow staff working account. Working accounts with Cat1 or LocalAdmin permissions may only be updated by the Admin Team. You will need to submit a helpdesk ticket to update either of those profile types. 

  • I’m trying to update my staff working account, but it says “Editing your own account is disallowed.” What does that mean?

    The system is set up so that you are not allowed to edit your own account. You will need someone with localadmin privileges to update it. This can be done in-house.

Reports

  • Why should I clone a template?

    When you find a shared template that you like and want to run a report with, we request that you clone the template. That way, you can modify the template to your liking, save it to your own folder, and not depend on the shared-level template that may or may not be deleted in the future.

Holds

  • What is the ei-item-reclaimer account and why is the hold being held for it?

    This is an account that will force a hold (‘f’ level hold) on your material that has been circulating outside of your library system for an extended period. When that item has been returned and a hold shelf slip has been triggered for the ei-item-reclaimer account, you need to cancel the hold and then check the item in again. This will put the item back into the “Reshelving” status.

  • Why is the hold transiting to EG-IN?

    This usually means that a proper pickup location was not set when the hold was placed. Update the pickup location and then re-check the item in to generate a new transit slip.

General

  • How do I perform an “Empty cache/hard reload?”

    In Google Chrome:

    1. Open the developer tools
      1. Press F12; or
      2. Press CTRL + Shift + I; or
      3. Click on the ellipses in the top right corner of the screen (below the “X”)
        1. Go to “More tools”
        2. Click on “Developer tools”
    2. Right-click on the refresh/reload button to the left of the web address (URL) bar.
    3. Click “Empty Cache and Hard Reload.”

Potential Members

  • How many libraries are using Evergreen Indiana?

    There are over 130 public, school, institutional, and special libraries active in the Evergreen Indiana consortium. For a complete list of member libraries, please visit the Member Libraries page. 

  • How much does it cost to be a member of Evergreen Indiana?

    Since 2016, member libraries have been charged an annual fee based on a tiered system reflecting a percentage of their annual expenditure. Previously, fixed rates were adopted on an annual basis by the Executive Committee.  On February 14, 2023, the Executive Committee adopted a new membership fee structure proposed by a working group from among Evergreen Indiana member libraries using a tiered percentage of the evaluated annual operating expenditures of member libraries that adjusts automatically based on library expenditures.  The following table represents the tiered fee structure approved by the Council in June 2014, adapted by the working group, and adopted by the Executive Committee.  Funds are used to expand services and reduce reliance on grant funding. 

    Annual Membership Fee Percentage RatesThe new percentage rate fees were rolled out in a graduated manner in 2024.  To view membership fees for existing and prospective members, follow this link.

    Additional costs to the member library generally include hardware (see below for recommended hardware), staff time, additional INfoExpress deliveries (if needed; additional day subsidized for members), a broadband internet connection, and barcoding materials (library cards and item barcodes). 

  • Do I have to join Evergreen Indiana to use the Evergreen ILS?

    Anyone may use the Evergreen ILS software without joining a consortium. Evergreen Indiana offers members many other benefits in addition to sharing software and materials, including tech support, free staff trainings, access to millions of records, purchasing discounts, and much more! Check out the Member Resources page to discover all the additional perks of membership. 

  • Why did we pick the Evergreen ILS to share?

    The founding pilot libraries researched available open source clients and determined that the Evergreen ILS was the most compatible with the needs of participating libraries. For more information, please visit the Evergreen Indiana History page. 

  • What is the Evergreen ILS?

    The Evergreen Integrated Library System [ILS] is a complex database program in which libraries may store patron, bibliographic, and item records and transaction records. The Evergreen ILS is available as an open source product. To find out more, please visit the Evergreen Project website.