Evergreen Documentation

1. About Evergreen
2. Versions, Release Notes, and New and Upcoming Features
3. 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
4. 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
      1. Browser features
      2. Menus
   3. List displays / Column Picker
5. 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. Mark Items Lost
   6. Record In-house Use
6. 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
7. Holds Management
   1. Place Holds
      1. Place Holds from the Patron Record
      2. Place Holds from the Catalog
      3. Types of Holds
   2. Update Existing Holds
      1. Change Notification Methods
      2. Change Pickup Library
      3. Suspend or Active Holds
      4. Cancel Holds
   3. Holds Pull List
      1. Capture Holds
      2. Handle missing or damaged items on the Pull List
   4. Retarget Holds
      1. Retarget Holds on Newly Added Items
   5. Hold Notifications
   6. The Holds Shelf List
      1. Shelf-expired Holds
   7. View holds on a title
8. Bills Management
   1. Patron Bills
   2. Pay Bills
      1. "Pass-thru" Payments
   3. Create a non-circulation manual bill
   4. Add a manual bill to a circulation or existing bill?
   5. Bill History
   6. Refunds
   7. Group Fines
9. 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
10. 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. See previous borrowers
    8. Research Common Issues
11. Holdings Maintenance
    1. Use Item Status for holdings Maintenance
    2. Add Copies
    3. Elements of a copy record
    4. Copy record templates
    5. Copy Tags
    6. Edit Volumes
    7. Edit Copies
       1. Replace Copy barcode
       2. Batch Edit Copies
    8. Delete Items
    9. Transfer Volume to a different Title
    10. Copy Buckets
    11. Request a new title record
12. Reports
    1. Cash Report
       1. Detailed Cash Report (Custom Report)
    2. Available report email notification
    3. On-demand (ad hoc) reports
13. 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
14. Online Public Catalog
    1. Log in
    2. My Account
    3. Preferred Search Library
    4. Hold Notification Preferences
    5. Reviews, Series, Suggested Reads, Summaries & More
    6. Lists
15. 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
16. Offline Circulation
17. Get Help
18. Evergreen Users Meeting / OWWLUG
19. Evergreen Advisory Committee
20. Glossary

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