Results from Evergreen web retrieved at 15:34 (Local)

Abort Transits Evergreen v.2.7 Abort transits allows staff to manually cancel the "in transit" status. Cancelling a transit changes the item's CopyStatus to Reshelving ...
Access Reports Concepts All reports will be accessible via the Internet; when new reports are available an email message will be delivered to the libcirc and Library ...
Actions for Catalogers Evergreen v.2.7 Located within ItemStatus, the Actions For Catalogers menu provides access to holdings maintenance tasks when working with an ...
Actions for Selected Bill Transactions Evergreen v.2.7 This menu provides access to the following bill information and tasks: ShowInCatalog ShowItemDetails ...
Actions for Selected Holds Evergreen v.2.7 The Actions for Selected Holds menu appears in BrowseHoldsShelf, PatronHolds, PullListForHoldRequests22, and ViewHolds. ...
Actions for Selected Items: Check In Evergreen v.2.7 Accessed from the CheckInItems list, Actions for Selected items provides access to tasks related to the circulation ...
Actions For Selected Items (Item Status) Evergreen v.2.7 Within ItemStatus, the Actions for Selected Items menu provides access to item information and related functions ...
Actions for Selected Items (Items Out) Evergreen v.2.7 Within the PatronAccount PatronItemsOut list, the Actions for Selected Items provides access to tasks relating ...
Holdings Maintenance: Actions for Selected Rows Evergreen v.2.7 In the HoldingsMaintenanceView the Actions for Selected Rows menu provides access to the following ...
Actions For This Record Evergreen v.2.7 The Actions for this Record menu is available from a TitleRecord (selected from a SearchTheCatalog results list or retrieved ...
Active Barcode Evergreen v.2.7 The active, or primary, barcode is the barcode that displays in the PatronAccount Summary and User Editor view. This is the barcode ...
Ad Hoc Reports Concepts Ad Hoc reports are available on demand, and include data current to the date the report is retrieved. Ad Hoc reports are accessed from BrowseReports ...
Add Billing Evergreen v.2.2 Concepts The Add Billing option allows staff to create a manual bill linked to full item information or, add a supplemental bill to ...
Add Items Evergreen v.2.7 Concepts When you have an existing VolumeRecord with no copies or you are adding more copies to an existing call number location, you will ...
Transfer Pre Cataloged Item to Volume Record Evergreen v.2.2 Concepts When an item is circulated as a Pre cataloged item, a brief, temporary copy record is created ...
Add to Item Bucket Evergreen v.2.2 Concepts Buckets allow staff to perform batch actions on selected item records, track item records that have been marked with some ...
Add Volume / Item Evergreen v.2.7 About Add Volumes is the process used to add holdings to the catalog. It creates a new Volume Record and Copy Record for each item ...
Age based Hold Protection Evergreen v.2.7 Concepts Age Based Hold Protection limits holds for a period of two months starting from the CopyRecord Active Date the ...
Age Protected Items With No Local Demand v.2.7 Concepts This report is intended to allow libraries to analyze recently added copy records (less than 2 months old ...
Agency User Records About Agency Cards OWWLAC recommends agency cards be given to certain agencies following standard procedures for issuing and registering these ...
Alternate View Evergreen v.2.2 Alternate View toggles change how the information provided in an ItemSummary is displayed it changes the configurable "list view" ...
Available Hold Notification Concepts Patrons can be notified of available holds in two ways: phone or email. Patrons have the option to select their default notification ...
Bad Barcode Evergreen v.2.7 Concepts Sometimes when an item is scanned in ItemStatus, CheckInItems, CheckOutItems, etc. a "Bad Barcode" alert will display. Typically ...
Bad Stat Cat Report Concepts The Bad Stat Cat report lists Copy Records that are missing one or more required Statistical Category fields, a CirculationModifier, ...
Bar Patron Evergreen v.2.7 Concepts Barring a patron record prevents all circulation transactions at every library and prevents access to online My Account features ...
OWWL Barcode Prefixes OWWL Barcodes Each library has a unique barcode prefix, as detailed in the table below. The prefixes are preceded by a lead digit which indicate ...
Basic HTML Code Concepts Basic HTML code is used in the ReceiptTemplateEditor, blogs, the Summer Reader software, and various other places. This document provides ...
Batch Edit Item Attributes v.2.7 Concepts If a group of CopyRecords all require the same modification for example, you are combining two shelving locations into ...
Bill Full Details Evergreen v.2.10 Concepts Available within the PatronBills ActionsForSelectedBillTransactions menu, and in BillHistory, Full Details provides detailed ...
Bill History Evergreen v.2.10 Concepts Bill History allows staff to view all bills associated with a patron's account paid and unpaid. Bill history opens is a secondary ...
Bill Patron Evergreen v.2.10 Concepts There are two types of bills in Evergreen: Circulation transaction type system created bills for transactions like overdues ...
Billing Type Evergreen v.2.10 Concepts Billing Type indicates the bill reason. For manually created bills, selecting a Billing Type is part of the BillPatron and ...
Bills Created Report About This report can be used to track bills created during a specified time period for general tracking. It is NOT intended to be used for reconciling ...
Bills Index Topics related to patron bills.
Browse Holds Shelf v.2.7 Concepts The Browse Holds Shelf list displays all holds on the holds shelf, including ready for pickup hold items, as well as ShelfExpiredHolds ...
Browse Reports Concepts The Browse Reports function allows libraries to retrieve current and past reports without needing an emailed link. Reports are organized ...
Browse the Catalog v.2.7 Browse the Catalog Browse the Catalog supports alphabetical browsing of the entire catalog, or a selected library's collection, by title ...
Bulk Loan Procedures v.2.2 Concepts "Bulk Loan" refers to the practice of one library lending a portion of their collection usually a large collection of a particular ...
Call Number An item's call number is a string of letters and or numbers that work like map coordinates to describe where in a library a particular item "lives". A ...
Cancel Holds Evergreen v.2.7 Concepts Holds can be be cancelled by staff using the StaffClient to access the PatronAccount PatronHolds tab or by patrons using their ...
Capture Holds v.2.2 Concepts Using Capture Holds is the same as scanning hold request items in CheckInItems, except Capture Holds automatically prints Hold and Transit ...
Cash Report evergreen v.2.7 Concepts The Cash Reports feature allows libraries to view and print a basic report listing total money taken in by a library for the ...
Detailed Cash Report About Located in the Reports Browser Ad Hoc Reports, the Detailed Cash Report comes on two versions: Detailed Cash Report Monetary Monetary ...
Special Procedures for Libraries Using the CASSIE PC Reservation System v.1.6.0.7 Concepts Note: this is no longer 100% correct. Newer versions of Cassie (3.3 ...
OWWL Catalog Maintenance and Record Cleanup Revision: Catalog Maintenance Catalog maintenance refers to the ongoing tasks of correcting and improving catalog records ...
Cataloging Menu Evergreen v.2.2 The Cataloging Menu provides access to the following tasks: SearchTheCatalog RetrieveTitleByTcn RetrieveTitleViaDatabaseId ...
Cataloging Recall Hold Concepts Cataloging Recall Holds can be used to get a problem item back to the owning library to be fixed. It is a special type of copy level ...
Backdated Check In Evergreen v.2.7 Concepts If you need to discharge materials on a date prior to the current working day such as for bookdrop returns or emergency ...
Check In v.2.7 Concepts Check In or Process Items is used to discharge a loan from a patron's record, to receive items from delivery, to update the Copy Status to ...
Checkin Library The Check In Library is the library at which an item was returned; this may, or may not, be different than OwningLibrary, CirculatingLibrary, and CheckOutLibrary ...
Check in Failure: Lost Items Evergreen v.2.2 Concepts When a Lost Item is returned to a library and scanned in check in a Override Checkin Failure? COPY STATUS LOST ...
Checkin Scan Time Checkin Scan Time is the timestamp of the actual date an item was scanned in CheckInItems. This date will be different than the CheckinTime for all ...
Checkout Date v.2.2 The date on which an item was checked out. This information can be be viewed in PatronItemsOut, ItemStatus, ItemSummary, and ShowItemDetails.
Checkout Items v.2.7 Basic Checkout 1 Click Check Out Items or press F1 1 Scan patron library card to retrieve the patron account, the Check Out function ...
Checkout Library Checkout Library is the library from which an item was checked out or renewed; this may, or may not, be different than OwningLibrary, CirculatingLibrary ...
Check Out Non Cataloged Items Evergreen v.2.7 Checkout Non cataloged materials Non cataloged types There is a single list of non cataloged item types for libraries ...
Checkout Pre Cataloged Items Evergreen v.2.2 Concepts Pre cataloged materials are items that for some reason have a barcode, but do not have copy records in the database ...
Check Out with Special Due Date Evergreen v.2.2 Concepts BEFORE scanning the item to check out, staff can specify a special due date. If you wish to change the due ...
Check In Modifiers v.2.7 Concepts Check In Modifiers allow libraries to set defaults so that specific actions happen automatically when scanning items in check in ...
Checkin Time Evergreen v.2.2 Checkin Time is the timestamp indicating when an item was scanned in CheckInItems and discharged from a patron's account. When an item ...
Checkout Receipt with Item Price Sum About This receipt template customization pulls in the item price from each item checked out, sums the prices, and inserts the ...
Circ by Patron Stat Cat Report Evergreen v.2.2 Concepts The Circ By Patron Stat Cat report provides monthly checkouts broken out by patron types, residencies, and ...
Circ By Shelving Location Reports Evergreen v.2.2 Concepts The Circ by Shelving Location report lists statistics for circ activity for your items and at your library ...
Circ Matrix Report Concepts All libraries can view their circulation rules from within the Evergreen Staff Client using the Circ Matrix ad hoc report. This report ...
Circulating Library v.2.2 This is the same as CirculationLibrary.
Circulation by Day and Hour Report Evergreen v.2.2 About Filter Options Select your library and date range. Clicking in the date text box will open a calendar gadget ...
Circulation Library v.2.2 Circulation Library is generally an item's "home library", or, the library to which the item is returned for reshelving on check in. It may ...
Circulation Limit Evergreen v.2.2 About As per OWWLAC recommendation, libraries can request that circulation limits be set in Evergreen to automatically limit the ...
Circulation Matrix v.2.10 Concepts The Circulation Matrix combines all circulation rules for all OWWL Libraries and controls how items circulate, to which users, ...
Circulation Menu v.2.8 The Circulation Menu provides access to the following tasks: CheckOutItems CheckInItems RenewItems22 PatronRegistration ...
Circulation Modifiers Evergreen v.2.2 Concepts Circulation modifiers roughly correspond to types of materials, and are a key component of CirculationRules which define ...
Circulation Resources Circulation Procedures Circulation Information
Circulation Rules Circulation Rules refer to the policies that govern how different types of materials circulate: to which users, for how long, with how many renewals ...
Clean Holds Shelf Report v.2.7 Concepts The Clean Holds Shelf Report lists holds that have been "on holds shelf" for 2 weeks. Report Data Transit Recieve Date ...
Clear Holds Shelf v.2.10 About Clear Holds Shelf Clear Holds Shelf will AUTOMATICALLY remove ShelfExpiredHolds from the Browse Holds Shelf list and open the remaining ...
Close Enough Records Catalog Record Item Description A bibliographic catalog record describes a specific format or version of an item so that it is distinct from ...
Closed Dates Editor Evergreen v.2.10 Concepts Libraries add, edit, and delete their own holiday, summer, and other special closed dates using the Closed Dates Editor ...
Column Picker v.2.10 Concepts In most places where information is displayed in a list – such as the patron search result list, check outs list, items out list, holds ...
CSV: Comma Separated Values The comma separated values ( CSV ) file format is a set of file formats used to store tabular data in which numbers and text are stored ...
Copy Buckets Evergreen v.2.2 Concepts Buckets are used to collect, save, and access groups of copy records. They are best used for managing records that require some ...
Copy Editor v.2.7 Concepts The Copy Editor is used to create new copy records and update existing copy records; individual elements of the copy record are called ...
Copy Field from Selected Row to Clipboard v.1.6.0.8 See instead: CopyToClipboard
Topic Title Copy Level Holds are placed on one, specific copy and can only be fiilled by that exact copy. For example, Wood Library owns 5 copies of Kathryn Stockett ...
Copy List CSV to Clipboard Evergreen v.2.2 Copy List CSV to Clipboard allows you to copy all data elements from all records in a list. Open the ListActions menu and ...
Copy Notes v.2.10 Copy Notes can be used to add information relating to donations, memorials, or other issues as needed. Notes can be either public visible in the ...
Copy Record Copy Records include an ItemBarcode and ItemAttributes. They are attached to a VolumeRecord, which is in turn attached to a TitleRecord. A VolumeRecord ...
Copy Status Evergreen v.2.2 Concepts Copy Status is an Item Attribute that indicates an item's "state of being." Copy Status can be manually applied and changed ...
Copy To Clipboard Concepts Copy to Clipboard or Copy Field From Selected Row to Clipboard allows you to select a single data element from a record in a list. Right ...
Circulation to Correctional Facilities v.1.6.0.8 Concepts PLS Outreach Services provides support and interlibrary loan services to six correctional facilities. Attica ...
Custom Reports About These reports have been developed at the request of a specific library, or for a general purpose but have not been added to the ad hoc or scheduld ...
Manage Damaged Items v.2.2 Concepts "Damaged" is a CopyStatus that indicates the item is not in condition to be circulated and must be either repaired or removed ...
Manage Deceased Patron Records When a patron is known to have passed away, the record should be marked in active.
Delete Items v.2.2 Concepts Delete Items will instantly and permanently remove a CopyRecord from the database. Transaction statistics will be kept for circulation ...
Delete Items: Last Copies Evergreen v.2.2 A "last copy" refers to a CopyRecord that is the only copy attached to a TitleRecord. Removing a last copy ALSO removes the ...
Delete Volumes Evergreen v.2.2 Concepts If a library has removed all Copy Records associated with a VolumeRecord, the library can then delete the volume/call number ...
Handling records for patrons known to have left the PLS Service Area Concepts Periodically, patrons will inform the library that they are moving out of the region ...
Discard Items from the Catalog v.2.2 Concepts Discard or weeded items are those items that have been evaluated and judged to be no longer appropriate for the collection ...
Download Offline Patron List v.1.6.0.8 Concepts The Offline Patron List is a static copy of the patron database that can be accessed by the OfflineMode module to ...
Due Date Evergreen v.2.2 The due date is the day on or before which an item must be returned to the library in order to avoid being charged an overdue fine. Due dates ...
Handle Duplicate Patron Records Concepts Duplicate records are multiple, active records for a single patron. They are commonly created when: The patron database ...
Edit Bill Note Evergreen v.2.10 Concepts There are two types of notes associated with bills notes added when a manual bill is created (via BillPatron or AddBilling ...
Edit Due Date v.2.2 Concepts This process allows staff to change the due date for materials currently checked out. If the materials are not owned by your library ...
Edit Item Attributes v.2.10 Concepts Selecting Edit Item Attributes opens the CopyEditor and allows LIBTECH staff of the owning library to modify existing Copy Records ...
Edit Items/Volumes Per Bib v.2.2 Concepts Clicking Edit Items/Volumes Per Bib from ItemStatus Actions for Selected Items, opens a new tab labeled Create or Re ...
Edit Phone Number Evergreen v.2.2 Concepts Use Edit Phone Number to change the notification phone number associated with the hold, to add phone notification to the ...
Edit Pickup Library Evergreen v.2.2 Concepts Change the library at which a patron wishes to receive her holds. Patrons can change PickupLibrary from their OpacMyAccountHolds ...
Edit Volumes v.2.2 Concepts Use to change a volume record's Call Number or to transfer the copy record to another existing volume record/call number (such as to correct ...
Editing Related Patron This is the name of the tab that opens when creating a clone record based on an existing patron record. See PatronRegistrationCloneUser for ...
Edition format (250 field) Established acceptable terms that can be used in the 250 field in the PLS catalog for easier user discovery. Large print Board ...
Email Notices Concepts PLS provides email notifications to alert patrons when: borrowed items will be due soon, borrowed items that are overdue, their patron account ...
E reader Circ Rule Setup Related requirments Circulation rules are not the only elements required for circulating e readers. Title Record There must be a TitleRecord ...
eReader Records in the Catalog v.2.2 Concepts E Reader devices are generally Nooks, Kindles, Kobos, and other electronic devices that are circulated specifically ...
Evergreen Activity Dashboard About The Evergreen Activity Dahsboard provides on demand, up to the minute, data for common circulation desk activities as a means to ...
Evergreen Barcode Scanner Configuration Instructions Installation Only needed for new scanners, see Configuration to reprogram a scanner USB (Thin rectangular connector ...
Evergreen for New Directors Evergreen ILS background Evergreen is the ILS (Integrated Library System) used to manage all PLS collections and patrons. The entire catalog ...
Evergreen Glossary Click the term to view definitions and information about these Evergreen terms:
Evergreen New Features 3.0 (current version) Web Client 3 Day Courtesy Notice by SMS Copy tags and digital bookplates User Buckets / Batch edit ...
Slip Printer Installation (Star Micronics) Recommended printers Printer drivers StarSP500x32PrinterDriver.exe: Star SP500 or SP512 32 Bit XP/Windows 7 Printer ...
Evergreen Staff Client Menus The StaffClient uses menus to provide access to circulation, holdings, and other functions. Menu options provide access to some of the ...
Evergreen 2.2 TPac Search Boxes A few libraries have created search boxes on their web pages that take their patrons directly into the OWWL OPAC. With Evergreen 2 ...
Evergreen Software Peripherals Resources to help with installing and configuring the Evergreen Staff Client software and related peripherals (scanners, printers ...
Evergreen Training About PLS offers training for: the Evergreen ILS covering circulation, holdings maintenance, patron management, the online catalog, etc.; general ...
Evergreen Upgrades General information Post upgrade library tasks If you have not already done so, install the latest version of the Evergreen client manually download ...
Evergreen Widgets Overview Widgets can be used to display content from external sources on a library website. Widgets General Options widget (widgetname) ...
Excel Tips for Data Lists Concepts The entire contents of a list in CheckInItems, ItemStatus, BrowseHoldsShelf, etc, can be copied and pasted into other applications ...
Excel Tips for Evergreen Reports Microsoft Excel 2010 Concepts Evergreen reports are available as spreadsheets in Excel or CSV format. This allows you to manipulate ...
Excel Tips for Reports: Macros Excel 2010 Concepts Macros are a function of Excel that enable users to record a series of steps that the user performs often. In the ...
Extend Patron Account Expiration Date Evergreen v.2.2 Concepts All patron accounts are set to expire in one year this allows staff to verify patron contact information ...
Family of Group Lead v.1.6.0.8 The Family or Group Lead setting has no inherent functionality or privilege, it is strictly informational and useful only if your library ...
Find Another Hold Target v.1.6.0.8 Concepts Also refered to as "re targeting" a hold. This feature allows staff to force the system to scan for all copies that ...
Fine Free Patrons Expired Report About If your library uses the Fine Free Patron profile, this report will list patrons whose fine free privileges have expired. ...
Fine Level Fine level is the amount a patron is billed for a specific type of overdue material. Fine levels are defined by CirculationModifier, PatronPermissionGroup ...
Fines Stopped Fines Stopped appears in the PatronItemsOut list, ItemStatus, ShowItemDetails and ShowLastFewCirculations (as "Stop Fines Reason"), and indicates the ...
Genre Stat Cat About Genre list Genre Notes Adventure Big Book Biography Board Book Classic Comedy Documentary ...
Global Font and Sound Settings v.1.6.2.4 Concepts Global Font and Sound Settings is used to turn on or off audio cues and to change the size of text displaying with ...
Hide / Unhide Patron Summary V.2.2 Concepts The Staff Client is configured to hide the Patron Summary panel after the record is retrieved, and a function is selected ...
High Demand Report Evergreen v.2.2 Concepts The High Demand Report lists all titles with holds. It incudes data for holds placed by your patrons and by patrons system ...
Hold Available On This is the date on which an item was scanned in CheckIn by the hold PickupLibrary and placed on the Holds Shelf.
Hold Capture Date This is the date on which a specific copy was "captured" to fill a specific hold. Copies are captured in several ways: When an item is returned ...
Hold Current Copy v.1.6.0.8 In a patron's HoldsFunctions Holds list, an individual hold will only have a "current copy" barcode displayed once a specific copy ...
Hold Fulfillment Process Concepts Holds are filled using a complex matrix of factors including: PotentialCopies, CopyStatus, PatronStatus, CheckInLibrary, PickupLibrary ...
Hold Last Notify Time v.1.6.0.8 This feature of the Holds list is not currently active; in theory, it should indicate the date on which a notification was sent. Staff ...
Hold Limits Evergreen v.2.2 Concepts Evergreen Holds Policy is set so that patrons are allowed ten holds. The limit of ten holds per borrower is set for a number ...
Hold Queue Position Evergreen v.2.2 Queue Position is an option available for display in all the staff client Holds functions: BrowseHoldsShelf, PatronHolds, PullListForHoldRequests22 ...
Hold Record Evergreen v.2.2 When a hold request is placed, a Hold Record is created. This record pulls together all of the information relevant to the request, including ...
Hold Rules Hold rules define parameters for placing and fulfilling holds.
Hold Slip v.1.6.0.8 When a hold is made available (at CheckIn, when processing delivery, or using the CaptureHolds function) a Hold Slip is generated. The slip lists ...
Hold Status v.1.6.0.8 In a Holds list, hold requests typically have the following statuses: Waiting for Copy there is no copy associated with the particular ...
Hold Targeter Evergreen v.2.2 The Hold Targeter is a system process that runs on a regular, continuous basis, to look for and update system generated changes to hold ...
Hold Type v.2.2 There are three types of holds in Evergreen. Library staff may place holds at all levels, while patrons may only place TitleRecord holds. Title ...
Holdings Maintenance Resources Holdings Maintenance Procedures Holdings Maintenance related Information Cataloging Resources Workshop Handouts Circulation ...
Holdings Maintenance v.2.7 Concepts Holdings Maintenance is the interface for managing existing Title Records, Volume Records, and Copy Records, or adding new records ...
Holds Index Information about placing, editing, viewing, and managing holds, as well as holds related glossary terms.
Home Library v.1.6.0.8 A patron's home library is the library where they make most of their in person visits to use the computers, attend programs, pick up holds ...
Identifying Suitable MARC Records About MARC Records MARC stands for "MAchine Readable Catalog" and refers to the standard that translates a bibliographic record ...
In System Patrons Patrons who live within the four counties Ontario, Wayne, Wyoming, and Livingston served by the Pioneer Library System.
Inactive Barcode v.2.2 Once a patron barcode has been replaced, the barcode become inactive. Patron accounts cannot be retrieved using an inactive barcode scanning ...
Inactive Patron Evergreen v.2.2 Concepts An inactive patron is no longer a current, active library user of either physical libraries or online services such as Owwl2Go ...
Inter Library Loan Circulation Concepts When no PLS libraries own a particular item needed by a patron, libraries can request, on behalf of the patron, the item from ...
Patron Account: Internet Access Level v.1.6.0.7 Concepts Internet Access Level is one way to indicate if a patron has computer use privileges or not. This setting ...
Invalid Address Concepts When overdue mailers and other mailed notices are returned to the library as undeliverable due to a bad address/addressee unknown, library ...
Inventory by Shelving Location v.2.10 About This report corresponds specifically to the InventoryProcess in which a library requests to be set up with a special inventory ...
Inventory Library Materials v.2.10 Concepts To inventory library materials, library staff will log in to Evergreen using a special inventory account and scan all ...
Item Attribute Editor v.2.7 Concepts The Item Attribute Editor allows holdings staff to create and modify ItemAttributeTemplates without using an existing CopyRecord ...
Item Attributes v.2.7 Concepts The elements of an item/copy record are referred to as Item Attributes. Item attributes provide information about the item including ...
Item Attributes Genre Concepts Genre is defined as: "a category of artistic, musical, or literary composition characterized by a particular style, form, or content ...
Item Attribute Templates v.2.10 Concepts Item Attribute Templates allow holdings maintenance staff to apply multiple copy record details (ItemAttributes) to new copy ...
Item Barcode Item barcodes uniquely identify each specific item entered into the OWWL Catalog. They are printed on stickers labeled with the library name and include ...
Item Count by Call Number Range Report About This report provides the total number of items within the specified call number range, broken out by ShelvingLocation ...
Item Count by Shelving Location Report About This report provides the total number of items within the specified ShelvingLocation. To see item specific information ...
Item Damaged Beyond Repair If an item is damaged to the point that it cannot be returned to circulation and the library intends to bill the patron for replacement ...
Default Item Prices Replacement Prices for materials When volume or copy holdings are added to OWWL, they should all be given a price. There will be only ONE default ...
Show Item Status v.2.7 Concepts Also referred to as SearchForCopiesByBarcode and Show Item Status by Barcode, Item Status allows staff to retrieve copy records ...
Item Summary When a specific copy record is viewed in ShowItemDetails and ShowLastFewCirculations, or in BillHistory when looking at a bill applied for a circulation ...
Last Billing Evergreen v.2.2 Evergreen allows multiple line item bills to be created for a single circulation transaction, each line item has a BillingType but only ...
Library Delivery Codes Circ Email Every library has a 2 5 letter code that is used to label materials being transferred between libraries. Some of the codes are ...
Library Use Holds Concepts When logged in as libcirc or libtech, staff have the ability to place holds for their circ/tech account. This should only be used for library ...
List Actions Evergreen v.2.2 Concepts In various functions throughout the Evergreen staff client, records are displayed in lists, these functions include: BrowseHoldsShelf ...
List Configuration v.2.10 About Most Evergreen functions display information is lists Item Status, Items Out, Bills, Holds, etc. These lists come with standard ...
List Items by Copy Status Evergreen v.2.2 Concepts The List Items by Copy Status report lists CopyRecords marked with copy statuses that are non circulating, non ...
List of Lost Items Report v.2.7 Concepts The List of Lost Items report provides a list of all copy records where the copy status is Lost but the associated Lost Materials ...
Loan Duration Loan duration (also sometimes referred to as "loan period") is the length of time a given type of material can circulate. This is used to calculate due ...
Local Activity Report About The Local Activity Report provides data for common circulation desk activities as a means to track general desk business trends some ...
Local Administration Menu v.1.6.2.4 Located within the AdminMenu, and different from the LocalAdministration tab (also within the AdminMenu), the Local Administration ...
Lost and Paid Items v.2.7 About "Lost and Paid" is a copy status applied to items that had been made lost (either overdue until lost, or manually) but for which the ...
Manage Lost Items v.2.10 Lost item defined A lost item is any item that is checked out to a patron and then: the patron declares the item lost and staff use ...
Magazine Circulation Report About The Magazine Circulation Reports provides data for initial checkouts, renewals, and total circulation data for each magazine owned ...
Magazine Hold Requests Magazine holds must be placed at the Copy level. If a Title hold is place, any random issue will be captured to fill the hold. Staff must use ...
Magazine Holdings Evergreen v.2.2 Concepts Magazines holdings will be added to the catalog just like other materials. PLS Cataloging staff will add to the catalog ...
Magazine Holdings: Transfer existing magazine copy records to new issue specific volume records Evergreen v.2.2 Concepts In Evergreen v.1.6, the practice for magazine ...
Manage Item Displays Concepts Use CopyBucket to create, track, and manage items that will be collected for a special display. CopyBucket will allow staff collect ...
MARC Record Corrections Common Record Problems If you find any of these common problems in any record, please send a message to cataloging #64;pls net.org so the ...
Definition of a MARC record Definition of a MARC Record MARC Record is a MAchine Readable Catalog record that describes content and physical attributes of the book ...
Mark Claimed Never Checked Out v.2.2 Concepts If a patron claims that an item was erroneously charged to their account this function will automatically discharge ...
Mark Claimed Returned v.2.7 Concepts Used to indicate that the patron claims to have returned the checked out item previously and that it it had not been appropriately ...
Mark Item Damaged v.2.2 Concepts Mark Item Damaged is used for any item that either requires repair before being circulated, or has been damaged by a patron to the ...
Mark Item Damaged: Hold Items Evergreen v.2.2 Concepts Captured Copy In transit/Delivery is Damaged Targeted Copy on Pull List is Damaged
Mark Item Missing v.2.2 Concepts Missing items are those items that have the status Available and should be on the shelf, but are not. Most missing items are discovered ...
Mark Item Missing : Hold Items Evergreen v.2.2 Concepts When an item is on the Pull List but cannot be found on the shelf, it should be marked missing. This will ...
Mark Lost by Patron v.2.2 Concepts Use Mark Lost by patron when a patron reports that she has lost library materials and is ready to pay the lost materials bills ...
Max Fine v.1.6.0.8 The Max Fine is the point at which an overdue item ceases to accrue overdue fines. For most items, the max fine $5.00. If an item is kept overdue ...
Membership Status for Out of System patrons Concepts The patron Statistical Category “Membership Status” is used by Geneva Public Library and Stevens Memorial Community ...
Patron Statistical Category: Membership Status for Wood Donors v.1.6.0.8 Concepts When Wood Library patrons donate money to the Wood Library Capital Campaign, they ...
Merge Patron function Concepts This function is used to merge two or more DuplicatePatronRecords into a single active record scanning EITHER card will retrieve ...
Monthly Circ Stats Report Evergreen v.2.2 Concepts The Monthly Circ Stats report provides monthly circulation data to be used for reporting monthly statistics to ...
New Users Report v.2.2.1 Concepts The New Users report provides counts of new user registrations, user statistics, and use records that include bad data to be fixed ...
Negative Balances / Refunds Available v.2.10 Concepts Negative balances / Refunds Available most often occur when a bill has been paid, either in full or partially ...
New Items Expired Report v.1.6.0.8 Concepts This report lists all item records where the CirculationModifier includes the word "New" as in New Item, New Magazine ...
Request New Title Records Prior to Requesting Records The catalog should be searched many times and in many ways to find a title record to which your item can be ...
Manage New Video Items Evergreen v.2.2 Concepts "New Video" is used to describe recent videorecording purchases that have special usually a shorter LoanDuration ...
Non Cataloged Types v.3 Non Cataloged Types are classes of materials for which libraries do not wish to add TitleRecord VolumeRecord CopyRecord holdings records ...
Non Circulating Items Items that cannot be checked out are referred to as "non circulating". This can be set by CopyStatus or ItemAttributes Location / Collection ...
Non Holdable Items that cannot be placed on hold are referred to as "non holdable". This can be set via CopyStatus or by ItemAttributes Location / Collection.
Offline Mode In general, PLS does NOT recommend using the Offline Mode the limitations of the tool and the effort required for libraries to process offline files ...
Offline Mode Circulation Functions v.1.6.0.7 Concepts The Offline Mode (also referred to as the Standalone Interface) allows libraries to perform basic circulation ...
Offline Mode Transaction Errors v.1.6.0.7 Concepts If, after processing offline transactions, items are listed in the Exceptions for upload session name area ...
Upload and Process Offline Transactions v.1.6.0.7 Concepts UPLOAD ALL OFFLINE TRANASACTIONS AS SOON AS POSSIBLE AND BEFORE STARTING LIVE TRANSACTIONS. When the ...
Offline Transactions Tab Concepts After using the OfflineMode, offline transactions are uploaded to the Evergreen server and processed. These actions are performed ...
Old Holds Report Evergreen v.2.2 Concepts This report lists all holds, for pickup at your library, that have not been filled for more than 3 months. This report is ...
Old Transit Items v.2.2 Concepts Periodically check your Transit List to check for items that have been in transit to your library for more than 3 weeks. Typically ...
Guidelines For Submitting Older Titles About These guidelines pertain to older titles, for which bibliographic records do not already exist. "Older titles" are all ...
Online Catalog Index Information about using the Online Catalog for searching and patron account management
Online Public Access Catalog The Online Public Access Catalog is also referred to as: OPAC, OWWL Catalog, and Online Catalog. It provides patrons with access to library ...
OPAC: My Account v.2.7 Concepts Patron access to their library account via the online public access catalog (OPAC). Login 1 On the Owwl.org or OPAC home page ...
OPAC: My Account Items on Hold Evergreen v.2.7 Concepts From the Items on Hold screen, patrons can view and manage their current holds and, if enabled, view their ...
OPAC: My Account Items Checked Out Evergreen v.2.7 Concepts The Items Checked Out screen displays all materials currently checked out. Renew Selected Items ...
OPAC: My Account My Lists Evergreen v.2.2 Concepts Patron can create two types of lists of library materials: Temporary lists Temporary list items can be transferred ...
OPAC: My Account Login Password Evergreen v.2.2 Concepts When new patron records are created, the password is based on the last four digits of the patron's phone ...
OPAC: My Account Account Preferences Evergreen v.2.2 Concepts Account Preferences area contains three sections: personal information, notification preferences, ...
OPAC: My Account Account Summary Evergreen v.2.7 Concepts After log in, patrons are taken to their Account Summary. This view displays a basic synopsis of circulation ...
OPAC Login Username Evergreen v.2.2 Concepts Evergreen allows patrons to create an optional , personalized username for logging into the Online Catalog. When ...
OPAC Place Holds Evergreen v.2.2 Concepts Place Hold 1 Open the online catalog 1 Search for titles 1 Find a title, click Place Hold from the Search Results ...
OPAC: Title Details Evergreen v.2.2 Concepts Title Details displays an item's bibliographic information, lists all libraries' copies, copy statuses; patron features ...
OPAC View Evergreen v.2.2 OPAC View refers to the visual catalog view of a selected TitleRecord, as opposed to the MarcView, Holdings Maintenance, or ViewHolds screens ...
Open Circulations v.1.6.2.4 When an item is checked out to a patron this creates a circulation record. The circulation record includes a start date/time (time of checkout ...
Open New Tab Every Evergreen function opens within a tab. When you need to switch from one function to another for example, from CheckIn to RetrievePatronByBarcode ...
Operator Change v.1.6.2.4 Concepts Operator change allows staff to temporarily login as a user with different privileges, without quitting the staff client and starting ...
Original Cataloging Request About Use this form to request original catalog records for unique collection items (realia). Please include as much detail as possible ...
Items Out Other/Special Circulations Evergreen v.2.10 About Located within the PatronItemsOut list, the Other/Special Circulations list displays a patron's circulations ...
Out of System Patrons About Out of system (OOS) patrons are those people who live in areas outside of the four county Pioneer Library System service area, yet who ...
Overdue Bill Accrual Evergreen v.2.2 Concepts Overdue fines begin to accrue at 23:59 (11:59PM) the day after an item is due, and continue to accrue everyday at 23 ...
Access Overdue Letters Evergreen v.2.10 Concepts As per the OverdueNotices guidelines, overdue letters are available in PDF format which can be printed and mailed ...
Overdue Notices Overdue notices All libraries are required to provide patrons with overdue notices. We have several standard overdue periods at which notices are ...
Evergreen Overdue Notices Schedule ID Active Library Notice Print Day Print Format PLS custom notice 1 TRUE OWWL 7 Day Overdue ...
Overdue Phone List Report Evergreen v.2.2 Concepts Libraries have the option to make telephone calls for the two week overdue notification. Those libraries that have ...
Overdue Shelflist Report v.1.6.0.7 Concepts The Overdue Shelflist Report lists overdue items that will generate overdue notices in order that you may check your shelves ...
Overdue Video Phone List Report Evergreen v.2.2 Concepts Libraries have the option to make telephone calls for overdue video notification. Those libraries that have ...
Override Renewal Failure v.12.2 Concepts Most items can be renewed up to 2 times. In certain situations, however, items CANNOT be renewed, even if the check out has ...
Owning Library "Owning Library" is the library which has purchased a particular item and created the volume and copy records. Typically, the Owning Library is the ...
OWWL Policy Listing of policies and recommendations related to the shared catalog, patron database, and the circulation of OWWL Libraries' resources. These recommendations ...
Patron Account v.2.7 Concepts The patron account provides access to a patron's identifying information, account status, current transactions and all patron related ...
Patron Alerts v.2.2 Concepts There are two types of alert associated with patron accounts, they are used to indicate patron status or other important issues relating ...
Patron Barcode / Library Card Number v.1.6.2.4 Patrons are uniquely identified by their library card barcode number. Patron Barcodes are printed on plastic cards with ...
Patron Bills v.2.10 Concepts All functions related to viewing, managing, and paying patron bills are handled in the Bills part of the patron account. Current Bills ...
Patron Count by Stat Cat Report About The Patron Count by Stat Cat Report provides the number of patron records assigned to different statistical categories Patron ...
Patron Account: Edit v.2.7 Concepts Use the patron account Edit function to access and manage an existing patron's identification, contact, statistical, and other ...
Patron Email Address with Spaces Report Evergreen v.2.2 Concepts The Patron Email Address with Spaces report lists patron records where the patron's email address ...
Patron Exceeds Fine Threshold Concepts If a patron has fines above $5.00, they are blocked from additional checkouts. When a patron has fines above the $5.00 fine ...
Patron Exceeds Max Checked Out Item Threshold Patrons have a limit of 100 concurrent check outs. If the check out limit is overridden by library staff, the following ...
Patron Exceeds Max Overdue Item Threshold v.2.7 If patrons have more than 5 overdue items, they exceed the Max Overdue Item Threshold and are blocked from borrowing ...
"Patron Exceeds Fine or Overdue Threshold" False Alerts v.1.6.0.8 Concepts If a patron record was migrated from WorkFlows to Evergreen with current checkouts, then ...
Patron Group v.1.6.2.4 Concepts Patron Groups allow staff to track related records and access group member accounts quickly from one account. However, the patrons ...
Patron Account: Holds v.2.7 Patron Holds list Holds can be placed from the Patron Account Holds area or from SearchTheCatalog. The Circulation Menu PlaceHold ...
Patron Account: Items Out v.2.7 Concepts The Items Out list displays all current checkouts, Lost items, and Claims Returned Items associated with the patrons account ...
Patron Notes v.2.7 Concepts Notes can be used to keep track of information about patron accounts or, when the note is patron visible, communicate some information ...
Patron Password v.1.6.2.4 Patrons need passwords in order to log into their accounts in the online catalog. The password is initially created when a new patron record ...
Patron Profile Permission Group Evergreen v.2.2 Concepts Profile Groups control circulation characteristics for patron and access privileges for staff. Patron Profiles ...
Register Patrons v.2.7 About The Patron Registration form is used to create new patron accounts. Before creating a new patron record search the patron database ...
Patron Registration: Clone User v.1.6.0.8 Concepts "Cloning" a patron record is an easy way to create records for multiple family members who live at the same address ...
Library Card Registration Form Standard patron Library Card Registration forms (revised 5/2013) in word format (2 sizes), that can be downloaded, customized if desired ...
Patron Search v.2.7 Concepts When a PatronBarcode is unavailable, use Patron Search (also referred to as Search For Patron) to retrieve a patron record. Patron Search ...
Patron Statistical Categories Concepts Statistical information about OWWL patrons is captured in part 5. Statistical Categories of the Evergreen UserEditor. These ...
Patron Standing, Status, and Alerts v.2.7 Concepts Various factors impact a patron's record and the patron's ability to borrow library materials. The Evergreen Staff ...
Patrons With Negative Balances v.2.7 Concepts This feature retrieves patrons, by home library, who have negative balances on their accounts. A limitation of this ...
Pay Bills Evergreen v.2.2 Concepts Patrons may pay their bills at any library, regardless of which library owns the item, where the item was originally checked out ...
Payment Type v.1.6.0.7 Payment Types Cash Check Triggers a Check Info popup which includes a Check Number field and Note field. The information ...
Pickup Library v.1.6.0.8 Pickup Library is the library where a patron plans to retrieve hold materials. When placing a hold the system will auto fill Pickup Library ...
Place Hold v.2.2 Concepts Holds can be placed from SearchTheCatalog or from the Patron Account Holds area. The Circulation Menu Place Hold option takes staff ...
Potential Copies Evergreen v.2.2 Potential Copies are the items that can potentially fill a hold request. They are copies that have a holdable CopyStatus and/or ShelvingLocation ...
Pre Cataloged Checkout Items Evergreen v.2.2 Concepts Pre cataloged checkout items are brief records associated with items that were either mis scanned during the ...
Print Export Concepts Placeholder for information on Print Export functionality
Print Item Receipt Evergreen v.2.7 Print Item Receipt allows staff to print a date due slip for a single or selected items from PatronItemsOut.
Print List CSV v.1.6.0.8 Concepts The Print List CSV option sends the list data as comma and quote delimited text file directly to your computer's print queue. If ...
Print Release Notes Printer Setup Note: Don't use auto detected HP printers. Instead manually configure the printer using HP JetDirect (socket://:9100). Auto ...
Printer Settings Editor Evergreen v.2.7 About The Printer Settings interface allows staff to configure general printing properties for all Evergreen functions, including ...
Process Incoming Delivery v.1.6.2.4 Concepts Items travelling between libraries have the status In Transit, and are referred to as "in delivery." Once a delivery ...
Pull List for Hold Requests v.2.2 Concepts The Pull List for Holds Requests displays all items available on the shelf at your library that have been trargetted to ...
Simplified Pull List Interface v.2.7 About The Simplified Pull List Interface allows libraries to specify which pieces of information appear on your pull list and ...
Re print Last Evergreen v.2.2 This option allows staff to quickly reprint the last receipt printed bill, date due, etc. even after the tab has been closed. Access ...
Receipt Template Editor Concepts Libraries can customize the data that prints to their transaction reciepts using the Receipt Template Editor. Receipts can be edited ...
Receipt Template Macros Macros Macros are shortcuts for pieces of data in Evergreen records ex: , . There are general macros that can be used in every type of ...
Record Buckets Evergreen v.2.2 Concepts Record Buckets are used to track and manage groups of TitleRecords. In general, Record Buckets are not applicable to library ...
Record In House Use v.2.2 Concepts Record In House Use allows libraries to count the number of times barcoded items have been used within the library but not checked ...
Record Summary v.2.2 The Record Summary displays when: A TitleRecord is selected from SearchTheCatalog A patron's BillHistory / FullDetails is viewed ...
Recurring Fine v.1.6.2.4 Recurring Fine is the official term for daily overdue fines.
Remaining Renewals v.1.6.0.8 The ItemsOut section of the PatronAccount displays the number of times an item can be renewed. The number of renewals (or RenewalLimit ...
Renew Items v.2.7 About Renewing a loan effectively checks the item in, then checks it back out to the patron for another full loan period. Before renewing an item ...
Renewal Limit v.1.6.0.8 The number of times an item can be renewed, based on the type of material.See also: RemainingRenewals, RenewItems22
Reorder List Columns v.2.2 Concepts In all screens where data is displayed in a list such as patron search results, check out, check in, items out, all holds displays ...
Repair User Accounts What WERE Repair Users? Repair User Accounts were created to use in the WorkFlows system to manage damaged/repair materials. WorkFlows used checkouts ...
Replace Item Barcode v.2.2 Concepts When a copy's barcode is damaged, missing, or otherwise un scannable use Replace barcode to attach a new barcode to theCopyRecord ...
Replace an Item Deleted From the Catalog Concepts If a copy record has been deleted accidentally, or for any reason, but the library decides to return the physical ...
Replace Patron Barcode Evergreen v.2.2 Concepts When a patron reports a lost library card, retrieve the patron record by search being very careful to select the ...
Report Name v.1.6.0.8 Concepts Report Data Schedule and Access Example Report Guidelines for Use Manipulating the report You can manipulate the report to view ...
Report an Evergreen Issue Report a Problem Please include as much detail as possible, such as: Your login name The error text The patron barcode ...
Report Index Non Evergreen reports WifiUsageReport
Request Item v.2.2 Concepts The Request Item function allows staff to create one of two special types of copy level holds, Force and Recall, that cut in front of ...
Request New Copy / Shelving Location Copy Location indicates an item's shelving location within the library. If your library is starting a new collection, re arranging ...
Request a Report Basics Use this form to request a custom report. Please check the full list of reports, listed in the ReportIndex, that are already available via ...
Re target Holds Evergreen v.2.2 See instead: FindAnotherTarget
Retarget Holds for New Copies Evergreen v.2.2 Concepts When a new copy is added, it is NOT automatically captured to fill existing holds. The copy status is Reshelving ...
Retrieve Last Patron Evergreen v.2.2 Concepts If you have closed a PatronAccount only to realize that you need to pull up the patron again, you can access the account ...
Retrieve Last Record v.2.2 From the CatalogingMenu, Retrieve Last Record will open the last TitleRecord viewed from SearchTheCatalog or ShowInCatalog. The TitleRecord ...
Retrieve Patron Evergreen v.2.2 Retrieve Patron is an option typically embedded in other functions and windows, such as: PatronSearch ShowLastFewCirculations ...
Retrieve Patron by Barcode Evergreen v.2.2 Retrieve Patron by Barcode is the same as clicking the Check Out button or typing F1. Use this option any time you wish ...
Save Column Configuration Evergreen v.2.2 Save Column Configuration is a alternate label for the save option, required for saving changes to a display list made using ...
Save Columns Evergreen v.2.2 In most places where information is displayed in a table such as the patron search result list, check outs list, items out list, holds ...
Save List Configuration Evergreen v.2.2 Save List Configuration is a alternate label for the save option, required for saving changes to a display list made using ...
Save List CSV v.1.6.0.8 "Save List CSV" allows staff to save the data list as a CSV file directly to their computer. The file can later be opened in an application ...
Save List CSV to File v.1.6.0.8 Concepts "CSV" refers to Comma Seperated Values, which is a text format for a database table, where each field of data is seperated ...
Scan Item as Missing Pieces v.2.2 Concepts The Scan Item as Missing Pieces function basically rolls several related processes into one: Copy status is changed ...
Search Filters Concepts Within the SearchTheCatalog Advanced Search interface, searchers are able to refine their searches by selecting Search Filters information ...
Search for Copies by Barcode v.2.7 Located within the Search menu, this option opens the record in Item Status.
Search Input Search Input is the most basic component of item search. Search Input options include: Type of search (index) Keyword Title ...
Search Library Concepts This feature of SearchTheCatalog allows users to specify which libraries' materials they wish to search. By default, the Search Library is ...
Search the Catalog v.2.7 Concepts Both patrons and staff use the same interface to search the catalog. Patrons using the online catalog from OWWL.org will start from ...
Search the Catalog for Children's Materials Concepts Searching for any materials by age generally relies on using specific fields within the title records. Unfortunately ...
Search the Catalog: Search Results Concepts Search Results lists materials in the catalog that match your search criteria. From the search results list, you have ...
Select Multiple Rows Concepts In many Evergreen functions, item or patron records are displayed in lists. Multiple records can be edited in batches by selecting multiple ...
Set Bottom Interface as OPAC View Default Concepts In the Evergreen Staff Client Search the Catalog, clicking on the Title Details typically opens the title record ...
Set Email Notification v.1.6.0.8 Concepts Set Email Notification will turn on email notices when a patron's holds have been made ready for pickup. The patron must ...
Search Preferences Evergreen 2.7 About A new feature in version 2.7, Search Preferences is a workstation setting that allows libraries to explicitly define default ...
Shelf Expired / Clearable Holds v.2.7 Concepts Shelf Expired Holds, also referred to as "clearable holds" are ready for pickup holds that have been on the holds shelf ...
Shelflist by Call Number Range About The Shelflist by Call Number Range report is one of two reports that serve multiple collection management and analysis purposes ...
Shelflist by Shelving Location About The Shelflist by Shelving Location report is one of two reports that serve multiple collection management and analysis purposes ...
Shelving Location Shelving Location indicates the area within the library where a given item is shelved. It is used by staff and patrons in conjunction with the CallNumber ...
Show Holds on Bib v.2.7 The Show Holds on Bib function takes staff directly to the ViewHolds list without going to the catalog first.
Show In Catalog v.2.2 Show in catalog is a quick way to jump from a patron's Items Out list, a patron's Holds list, ItemStatus list, PatronBills list, or CheckInItems ...
Show Item Details Evergreen v.2.2 Concepts Show Item Details is available from all Actions For Selected... menus, within: PatronItemsOut, PatronHolds, PatronBills ...
Show Last Few Circulations v.2.2 Concepts This function allows library staff to view the three most recent circulations, including the current patron if the item ...
Sort Criteria v.1.6.0.8 Concepts Change the order in which SearchTheCatalog displays SearchTheCatalogSearchResults. Sort Criteria Sort criteria include: Relevance ...
Special Circulation Procedures About Special procedures typically combine elements of circulation and holdings maintenance or other related processes/functions. ...
Evergreen Staff Client v.2.2 About Staff use the Staff Client to access circulation and holdings maintenance functions. Logging on / Logging off There are two parts ...
Clear the Evergreen Staff Client Cache v.1.6.2.4 Concepts Occasionally, glitches will occur in Search the Catalog where the search interface flickers between the ...
Staff Client External Browser Error Evergreen v.2.2 Concepts The 2.2 staff client code now forces the client to launch some functions (catalog searches, reports) ...
Staff Client Keyboard Shortcuts Concepts Opening new functions, moving among tabs, and handling common tasks can be made much faster using keyboard shortcuts. You ...
Staff Client Launches External Web Browser Evergreen v.2.2 Concepts Delete file forcing the external browser
Evergreen Staff Client Start Up and Shutdown Window The Start up and Shutdown Window controls loging in to and exiting the StaffClient. This window must be open at ...
Standard Loan Rules Evergreen v.2.2 About Loan rules are a combination of Library, Patron Profile, CirculationModifier, LoanDuration and RenewalLimit, FineRate, and ...
Standard Patron Contact List About This report provides a list of patrons and includes full contact info (phone numbers, email, mailing address), account created ...
Report Name v.1.6.0.8 Concepts The Status Damaged report lists all items with the CopyStatus Damaged. Report Data CopyStatus Damaged ShelvingLocation ...
Strict Barcode Strict Barcode tells the system to look for a specific type of barccode. Because PLS libraries have used a variety of different types of barcodes over ...
Suspend and Activate Holds v.1.6.0.8 Concepts Patron holds can be Suspended (remain attached to the patron's holds list but will not be filled) for an indefinite ...
Temporary Library Closure Procedures Concepts Outlines tasks to be taken by PLS and the library to prepare for a temporary library closure, such as moving to a new ...
Text Message Copy Details Evergreen v.2.2 Concepts Patrons have the option to send a text to themselves containing call number information. This does not require ...
Text Message Notifications for Available Holds Evergreen 2.2 Concepts "Hold(s) ready for pickup" notifications can be sent to patrons via text message. Text notifications ...
3 Year Inactive Patron Report v.2.2 Concepts As per OWWLAC recommendations, accounts that have been Expired for more than 3 years will be marked "Inactive" automatically ...
3 Year Inactive Patrons Report This resport lists all patron accounts that have automatically been marked inactive after being expired for 3 years. This process was ...
Title Level Hold Evergreen v.2.2 A Title Level Hold is a hold request placed at on all items associated with one bibliographic record. For example, there are five ...
Title Record Title Records are also refered to as bibliographic records, they describe the content and format of the works entered into the OWWL Catalog. All libraries ...
Toggle Hotkeys v.2.2 This button will disable StaffClientKeyboardShortcuts, such as F1 to retrieve a patron by barcode. Hotkeys enabled: Hotkeys disabled:
Toolbars Menu Evergreen v.2.2 Concepts Use the Toolbar Menu options to configure the row of icons used to access key Evergreen Staff Client functions. Toolbars are ...
Top 10 Circs Report About The Top 10 Circs reports lists the top titles checked out from your library during a selected time frame. Transactions are selected based ...
Total Circs Evergreen v.2.2 Total Circs indicates the total number of times a specific copy has been circulated. This includes checkouts and renewals.
Transaction Type Evergreen v.2.2 Transaction Type refers to the type of patron bill, there are two types: Circulation bill generated by the Evergreen system ...
Transfer Copy to a Different Volume Record Evergreen v.2.2 About If a copy is accidentally added to the wrong volume record or you are combing call numbers, you can ...
Transfer Volume to Different Title Record Evergreen v.2.2 About If a volume record (call number and copy) are accidentally added to the wrong title record (example ...
Transit List Concepts The Transit List allows libraries to see what is in transit to their library, what is in transit to another library, what is in transit from ...
Transit Slip v.1.6.2.4 When an item that needs to be put in delivery to another library (to fill a hold or to be reshelved) is scanned in CheckIn or CaptureHolds a ...
Transit Slip Receipt Customizations About These transit slip customizations allow libraries to use the printed receipts as packing slips, rather than using handwritten ...
Trim List (20 rows) v.1.6.0.8 Concepts By default, the ItemStatus list displays only 20 rows of data at one time. If you are working with larger sets of items (using ...
Unhandled Errors; a.k.a "Skull Crossbone" Errors v.1.6.0.8 Concepts Unhandled Errors typically are not serious but occur when you attempt to do something the system ...
Unidentified Cataloging Items Items sent to PLSHQ for cataloging, but are missing library identification.
Upload From File Evergreen v.3.0.6 Concepts When making batch updates on items using ItemStatus or on users from User Buckets, staff can enter barcodes by scanning ...
U.S. Postal Address Standards Standard Address Format Typical Address Line Number Information Example 1 Recipient's Name Trudy Smite 2 ...
Video Holdings Concepts Records for videorecords are requested and added just like other types of materials. However, some video materials have special holdings maintenance ...
Video Tutorials About Video tutorials demonstrating and explaining basic functions of the Online Catalog for patrons, and, soon to be released, basic functions of ...
View Holds Evergreen v.2.7 Concepts A list of all holds placed on a title record is available from the title details view in the catalog. This can be retrieved by ...
Void Billings Evergreen v.2.2 Concepts Voiding a bill (in total or in part) removes the bill as if it never happened . In general, it is recommended that when a ...
Volume and Copy Creator Evergreen v.2.7 Concepts The Volume and Copy Creator is the first step in adding new volume and copy records to the catalog. The volume/copy ...
Volume Level Holds Evergreen v.2.2 Volume Level Holds allow staff to place a hold against all copies associated with a specific library's VolumeRecord. For example ...
Volume Record Volume records are attached to to a TitleRecord; they correspond to a specific CallNumber and contain Copy Records. A library may have multiple Volume ...
PLUM's nop Evergreen web
Web Client Overview v.3 About The web client is new development, available with Evergreen v.3. All staff functions are accessed through a web browser (Chrome, Firefox ...
Web Client Add Copies and Volumes About Use the following directions to add new volume/copy record pairs and additional copy records to existing volume records ...
Web Client Add Volumes v.3 About Search for matching records When adding holdings, PLS recommends searching by keyword and typing the author's last name and ...
Web Client Administration Menu About The Administration Menu provides access to functions related to managing and configuring Evergreen. Workstation The Workstation ...
Web Client Capture Holds v.3 Capture Holds is used to process items retrieved using the Pull List for Hold Requests. It is the same as Check In, except the checkin ...
Web Client Cash Report About The Cash Reports feature allows libraries to view and print a basic report listing total money taken in by a library for the payment ...
Web client Catalog Record Holdings View About The Holdings View displays the volume/copy records held by a selected library or all libraries. The list defaults ...
Web Client Catalog OPAC View About The catalog OPAC (online oublic access catalog) View displays title record details. This is how library materials appear to the ...
Web Client View Holds About The catalog View Holds tab displays all holds placed in the record selected, including Title, Volume, and Copy holds. Filter by Pickup ...
Web Client Cataloging Menu About The Cataloging menu provides access to to functions primarily used by the PLS Cataloger only. Member library staff functions under ...
Web Client Check In v.3 Basic Scan items in Check In to clear the circulation from a patron's account or to process an item status update. Check In Modifiers ...
Web Client Check Out Items v.3 Basic Check Out 1 From the home screen, click the Check Out Items link To open in a new tab, right click on the link and ...
Web Client Circulation Menu v.3 About The Circulation Menu provides access to circulation functions beyond the core functions included on the Home tab. Click a ...
Web Client Closed Dates Editor About Libraries add, edit, and delete their own holiday, summer, and other special closed dates using the Closed Dates Editor. Closed ...
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 ...
Web Client Chrome Configuration and Settings About PLS requires all libraries to use the Google Chrome web browser for the Evergreen web client. PLS strongly recommends ...
Print Templates for Receipts and Lists v.3 About When there is a print option within an Evergreen function, there is a corresponding print template that dictates ...
Printer Settings v.3 About Printer settings allow staff to set up printer configurations for specific types of print jobs for seamless printing. These settings can ...
Web Client Configuration for Printing v.3 Part of: WebClientConfiguration About There are two methods for printing in the web client: using the standard print dialog ...
Web Client: Workstation Configuration About Disable Sounds There are four types of sounds the Evergreen client makes: Success (a sort of boinging noise), Info (a ...
Web Client Configure Columns About All data lists in the client can be configured to display the data columns you need, in the order you prefer. Out of the box ...
Web Client Copy Attributes v.3 About Copy attributes determine the specific copy's location, circulation, billing, and are used for statistical reports. Default ...
Web Client Copy Attribute Templates About Copy Attribute Templates allow staff to apply multiple, saved attribute values to a copy record. The Copy Template Editor ...
Web Client Copy Buckets About Copy (or item) Buckets are used to collect copy records for batch actions. Access Item Buckets 1 From the Home tab, open the ...
Web Client Copy Tags About Copy Tags, also referred to as Digital Bookplates, allow staff to add descriptive tags to copies that are searchable in the online catalog ...
Web Client Create New MARC Record About Permissions for this function are limited to PLS Staff Catalogers only. This function is sued to manually create a new MARC ...
Web Client Delete Items About From Items Status 1 Highlight the item in Item Status 1 Click Actions 1 Click Delete Items 1 Click OK ...
Web Client Edit volumes About Use Edit Volumes to update an existing Volume Record's call number. Access Edit Volumes from Catalog Holdings View 1 Retrieve ...
Web Client Group Fines About Group Fines is
Web Client Holds Shelf v.3.0.6 About The Holds Shelf lists all items on the holds shelf waiting to be picked up by the requesting patron. Detail View ...
Evergreen v.3 web client Resources and information about the web client, in progress Web client documentation Things of note in the web client 1 Libraries must ...
Web Client Item Status v.3.0.6 About Item Status is used to retrieve item records by barcode. It allows staff to look at items without changing their statuses, ...
Web Client List Functions v.3 About List Navigation Record Actions List Rows Displayed and Pagination List Actions and Column Selection List Actions Configure ...
Web Client Login v.3 Login 1 Open Chrome web browser, using your Evergreen profile if applicable 1 Go to the web client URL 1 Enter Username ("libtech ...
Web Client Mark Item Damaged About Mark Item Damaged can be used to change a copy's status to Damaged and either bill the most recent patron for the damage or not ...
Web Client Mark Item as Missing About Mark Item as Missing is used when an item's status is available and it should be on the shelf but is not. Items that have ...
Offline Circulation v.3 Before using Offline Circulation 1 Login to Evergreen the web client 1 Search for patron and retrieve account and click Edit ...
Open In New Tab This is a feature of modern web browsers that is now available in the Web Client. On any link, right click and from the menu select "Open in New tab ...
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing and ...
Web Client Patron Bills About The Bills tab of the Patron Account provides access to all bill information and management functions. Items Still Checked Out and ...
Patron Account Edit v.3 About The Patron Edit form is the same as the Register Patron form. Replace barcode Generate password Invalidate email, phone number ...
Patron Items Out v.3 Items Checked Out All items a patron has currently checked out will appear in the Items Out list. Use the list columns to display important information ...
Web Client Patrons with Negative Balances About Negative balances occur when Evergreen applies a refund to a paid bill transaction. The Patrons with Negative Balances ...
Web Client Pending Patrons v.3 PLS is not currently using this feature. The Pending Patrons list is part of the patron self registration process. When enabled ...
Web Client: Place Holds Place Hold from Patron Account 1 Retrieve the patron account by scanning their barcode or patron search 1 Click Holds 1 Click Place ...
Web Client Pull List for Hold Requests v.3 About The Pull List for Hold Requests lists all items from your collection that have been targeted to fill a hold. The ...
Web Client Record Buckets About Record Buckets are used to collect title records for various batch actions. Record buckets will not be very helpful for member library ...
Web Client Record In house Use v.3.0.6 About Record In house Use allows libraries to count for statistical purpose in house/non circulation use of library materials ...
Web Client Register Patron v.3 About Register Patron is the form used to create a new library account. Four pieces of information are minimally required to create ...
Web CLient Renew Items v.3 About Renew Items allows stff to quickly renew a borrowed item by scanning the item barcode. Similar to checkout, Renew Items supports ...
Web Client Replace Barcode About Replace Item Barcode is a quick way to re barcode an item when an item's barcode sticker is damaged, missing, or other wise not ...
Web Client Reprint Last Receipt Reprint Last Receipt is not working as of version 3.0.6. It is a known issue reported to the development community.
Web Client Request Items About Request Items allows staff to place a "Recall Hold" on an item for their, or another library's, LIBTECH user, which will be filled ...
Web Client Retrieve Bib Record by ID About Every title (bibliographic) record has a unique ID number on the Evergreen database. This number can be used to retrieve ...
Retrieve Bib Record by TCN About TCN is an abbreviation for Title Control Number. This is another catalog record identifier. Retrieving a record by TCN is similar ...
Web Client Retrieve Last Bib Record Retrieve Last Bib Record will open the title record opened last viewed.
Web Client Retrieve Last Patron v.3 This function will pull up the most recent patron record accessed and closed.
Web Client Scan Item as Missing Pieces PLS does not recommend using Scan Items as Missing Pieces (from Circulation menu) or Mark Missing Pieces (from Check In). ...
Web Client Search for Patrons v.3 Search Form Basic search by name 1 From the Home Screen or using the Search menu, click Search for Patron by Name 1 In ...
Web Client Search Menu About The Search menu provides access to search related functions which are also accessible from the Home screen. Search for Patrons ...
Web Client Search the Catalog v.3 Search Search the Catalog provides access to title, volume, and copy records and cataloging and holdings maintenance functions ...
Web Client Transit List About The Transit List displays items that have the copy status "In Transit" between libraries. The list can display Transits To or Transits ...
Web Client Troubleshooting Clear the browser cache / clear browser data The "cache" is a storage location for data that has been previously requested. It is supposed ...
User Buckets v.3.0.6 About User Buckets allow staff to make batch modifiations to patron records for selected record elements : HomeLibrary PatronPermissionGroup ...
Web Client Verify Credentials About Verify Credentials is used to test a patron's account login information username or barcode, and password. Verify Credentials ...
Web Client Volume/Copy Template Editor About Copy Templates allow holdings staff to set and save the copy attributes for different types of materials to be applied ...
Web Client Volume Transfer About Volume Transfer moves an existing volume/copy record pair from one Title Record to another. This is typically performed by PLS ...
Web Client White Screen Error About Occasionally in the web client, and error will occur where staff successfully login to the Evergreen server, but the only part ...
Web Client Work Log About The Work Log displays lists of Most Recently Logged Staff Actions and Most Recently Affected patrons, which can help lookup recent patron ...
Web Client Workstation Settings About These settings allow staff to set default behaviors for the Evergreen client. Disable Sounds There are four types of ...
Procedural documentation WebClientIndex links to resources about the web client IN PROGRESS BillsIndex links to information about patron bills CirculationResources ...
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nop Evergreen Web Preferences The following settings are web preferences of the Evergreen web. These preferences overwrite the site level preferences in ...
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Statistics for nop Evergreen Web Month: Topic views: Topic saves: File uploads: Most popular topic views: Top contributors for topic save ...
Workstation Library v.1.6.0.8 Every computer that has the Evergreen Staff Client installed and connects to the Evergreen server must be associated with a library and ...
Yearly Circ Stats Evergreen v.2.2 Concepts The Yearly Circ Stats report provides monthly circulation data to be used for reporting annual statistics to library boards ...
Evergreen Documentation I. About Evergreen I. Version Release Notes I. Web Client Set up 1 Web Client Set up Overview 1 Chrome Browser Settings ...
Number of topics: 469

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Topic revision: r5 - 15 Nov 2006 - 14:43:52 - TWikiContributor
 

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