Evergreen Documentation

I. About Evergreen

1. About Evergreen
2. Versions, Release Notes, and New and Upcoming Features

II. Web Client Set-up

1. Web Client Set-up Overview
2. Chrome Browser Settings
3. Printing Set-up
   1. Printer Settings
   2. Print Templates
4. Workstation Set-up
   1. Set default search library
   2. Set your library's holdings to display first
   3. Turn off Evergreen sounds
5. Troubleshooting web client problems

III. Using the Staff Client

1. Logging In
   1. Basic Login
   2. Usernames
   3. Registering Workstations
   4. Changing User Login
   5. Logging out
2. Navigating the web client
3. List displays / Column Picker

IV. Circulating Items

1. Check Out
   1. Basic Check Out
   2. Check Out with Specific Due Date
   3. Check Out Receipts
   4. Check Out Non-Cataloged Items
   5. Check out Pre-Cataloged Items
   6. Check Out Failures and Alerts
2. Check In
   1. Basic Check In
   2. Check In Modifiers
   3. Back-dated Check In
   4. Check In Hold Items
   5. Check In Receipts
   6. Check In Failures and Alerts
   7. Checkin Lost, Missing, or Damaged Items
   8. Check In Actions
3. Renew Loans
4. Edit Due Dates?
5. Place Holds
6. Mark Items Lost

V. Patron Record Management

1. Patron Search
2. Register New Patron
3. Update Patron Information
   1. Lost Library Card
   2. Password Reset
   3. Renew Account
4. Patron Items Out
   1. View current loans
   2. Edit Due Dates
   3. Renew loans
   4. View lost items
5. Patron Alerts
6. Patron Notes
7. User Settings / Hold notification defaults
8. User Buckets
9. Patron Groups

VI. Holds Management

1. Holds Management
2. Place Holds
   1. Types of Holds
3. Update Existing Holds
   1. Change Notification Methods
   2. Change Pickup Library
   3. Suspend or Active Holds
   4. Cancel Holds
4. Holds Pull List?
   1. Capture Holds
   2. Handle missing or damaged items on the Pull List
5. Retarget Holds
   1. Retarget Holds on Newly Added Items?
6. Hold Notifications
7. The Holds Shelf List?
   1. Shelf-expired Holds?
8. View holds on a title?

VII. Bills Management

1. Pay Bills
   1. "Pass-thru" Payments
2. Create a non-circulation manual bill
3. Add a manual bill to a circulation or existing bill
4. Bill History
5. Refunds
6. Group Fines?

VIII. The Catalog

1. Staff Catalog Search
2. Basic Search
3. Advanced Search
4. Search Results list
5. OPAC View?
6. Holdings View?
7. View Holds?
8. Record Summary
9. Catalog enrichment content - Reviews, Series, Suggested Reads, Summaries & More

IX. Item Management

1. Item Status?
   1. Detail View?
   2. Actions?
2. Transit items?
   1. Cancel Transits?
3. Copy Buckets?
4. Mark items damaged
5. Mark Item Missing
6. Lost Items
7. Record In-house Use
8. See previous borrowers
9. Research Common Issues

X. Holdings Maintenance

1. Use Item Status for holdings Maintenance?
2. Add Copies?
3. Elements of a copy record?
4. Copy record templates?
5. Copy Notes?
6. Copy Tags?
7. Edit Volumes?
8. Edit Items
   1. Replace Copy barcode?
9. Delete Items?
10. Transfer Volume to a different Title
11. Copy Buckets?
12. Request a new title record

XI. Reports

1. Cash Report?
   1. Detailed Cash Report (Custom Report)?
2. Available report email notification?
3. On-demand (ad hoc) reports?

XII. Notifications

1. Overdue and Bills
   1. Shelf lists
   2. Options
   3. Schedule
2. Pre-due courtesy notice 1. Available Holds
   1. Options
   2. Defaults
      1. Staff view / Patron view

XIII. Online Public Catalog

1. Log in
   1. Forgot Password
   2. Login Username
2. My Account
   1. Account Summary
   2. Messages
   3. Items Checked Out
      • Checkout History
      • Renew Selected Titles
   4. Holds
      • Suspend/Activate Holds
      • Cancel Holds
      • Holds History
   5. Preferences
      • Managing Personal Information
      • Manging Notifications
      • Managing Search and History options
      • Managing My Lists options
   6. My Lists
3. My Lists
   1. Create New List
   2. Share List
   3. HTML View
   4. Download CSV
   5. Make Default List
   6. Edit List

XIV. Library Policies and Configuration

1. User profiles and groups
   1. Staff
      1. Roles
      2. Permissions
   2. Patrons
2. Circulation policies
   1. Copy data
   2. Shelving Locations
   3. User data
   4. Loan duration
   5. Fines
   6. Circulation rules
   7. Circulation limits
3. Holds rules
4. Library Information
   1. Hours
5. Manage library closed dates

XV.Offline Circulation

XVI.Get Help

XVII. Evergreen Users Groups and Committees

1. Evergreen Users Meeting / OWWLUG
2. Evergreen Advisory Committee*

XVIII. Evergreen Glossary

1. Glossary

IXX. Search PLUM