Web Client - Set up and configuration


About the web client

The Evergreen web client will be replacing the desktop client with version 3.2 of the Evergreen software. We are currently running version 3.0, so we have some time to ease into using the web client before it is obsolete. However, all new Evergreen development is happening for the web client, and we do not want to get too far behind system updates and new features.

PLS is encouraging all libraries to configure Chrome browsers for the web client on library computers to become familiar with the new look and navigation.

The web client and the desktop client can be accessed from the same computer. Both clients connect to the live Evergreen database.

This document includes links to in-depth information and instructions on configuring Chrome for the web client, loging in and registering workstations, setting up printing, and working with receipt templates.

Chrome Browser

PLS requires all libraries run the Web Client in the Chrome browser.

  1. If not done already, install Chrome on all workstations
  2. Plan to keep Chrome up to date
  3. Set Chrome to allow Evergreen pop-ups

Chrome optimization for the web Client

Chrome has a variety of settings that can help staff manage their Web Client experience, including setting up an Evergreen-specific Chrome profile (helpful if Chrome is used as your general browser), applying an Evergreen-specific theme, and setting up Evergreen bookmarks. It is recommended that these steps be taken before registering workstations.

WebClientConfigurationChromeSettings

Manage browser data

Some client-specific data is stored in the web browser and should NOT be cleared. These are stored using web technologies called Local Storage and IndexedDB. They can both be cleared when clearing browser history and data.

  • workstations
  • templates
  • offline transactions
In Chrome "Clear browsing data..."
  • Do NOT select "Cookies and other site data"
  • You may clear all other browsing data

Login / Register a workstation

WebClientLogin

General Printing

WebClientConfigurationPrinting

Printer Settings

WebClientConfigurationPrinterSettings

For use with the Hatch printing extension.

Print Templates (receipts)

WebClientConfigurationPrintTemplates

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r10 - 19 Sep 2018 - 12:15:02 - LindsayStratton
Evergreen.WebClientConfiguration moved from Evergreen.WebClientSetUp on 06 Apr 2018 - 19:24 by LindsayStratton - put it back
 

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