Evergreen Documentation

  1. About Evergreen
  2. Version Release Notes
  3. Web Client Set-up
    1. Web Client Set-up Overview
    2. Chrome Browser Settings
      1. Troubleshooting Chrome problems
    3. Printing Set-up
      1. Printer Settings
      2. Print Templates
    4. Workstation Set-up
      1. Search defaults
      2. Turn off sounds
  4. Using the Staff Client
    1. Logging In
      1. Basic Login
      2. Usernames
      3. Registering Workstations
      4. Logging out
      5. Changing Users
    2. Navigating the web client
      1. Browser features
      2. Menus
    3. List displays / Column Picker
    4. Workstation settings
  5. Circulation
    1. Circulating Items
      1. Check Out
        1. Check Out
        2. Check Out with Specific Due Date
        3. Check Out non-Cataloged Items
        4. Check Out Receipts
        5. Item Mis-scanned or Not Cataloged
      2. Check In
        1. Check In
        2. Back-dated Check In
        3. Check In Hold Items
        4. Check In Receipts
        5. Check In Modifiers
        6. Check In Alerts
      3. Renew Loans
      4. Edit Due Dates
      5. Mark Items Lost
      6. In-house Use
    2. Patron Records
      1. Patron Search
      2. Register New Patron
      3. Update Patron Information
        1. Lost Library Card
        2. Password Reset
        3. Renew Account
      4. Patron Alerts
      5. Patron Notes
      6. User Buckets
  6. 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. 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
  7. Bill Management?
    1. Pay Bills
      1. "Pass-thru" Payments
    2. Manually Bill Patron
    3. Bill History
    4. Refunds
  8. Item Status
    1. Detail View
    2. Actions
  9. Catalog Search
    1. Basic Search
    2. Advanced Search
    3. Search Results list
    4. OPAC View
    5. Holdings View
    6. View Holds
    7. Record Summary
    8. Catalog enrichment content - Reviews, Series, Suggested Reads, Summaries & More
  10. Holdings Maintenance
    1. Use Item Status for holdings Maintenance
    2. Add Volumes and Copies
    3. Copy record templates?
    4. Copy Tags
    5. Edit Volumes
    6. Edit Copies
    7. Replace Copy barcode
    8. Delete Volumes
    9. Delete Copies
    10. Transfer Volume to a different Title
    11. Copy Buckets
  11. Reports
    1. Cash Report a Detailed Cash Report (Custom Report)
  12. Notifications
    1. Overdue and Bills
      1. Call lists
      2. Options
      3. Schedule
    2. Available Holds a.1 Options
      1. Defaults
        1. Staff view / Patron view
  13. 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
  14. Offline Circulation
  15. Local Library Configuration
    1. Manage library closed dates
  16. 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
  17. Get Help
  18. Evergreen Users Meeting
  19. Evergreen Advisory Committee
  20. Glossary
Topic revision: r9 - 05 Feb 2019 - 11:31:07 - LindsayStratton
Evergreen.ZzzEvergreenTableOfContents moved from Evergreen.EvergreenTableOfContents on 28 Jan 2019 - 17:11 by LindsayStratton - put it back
 

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