Evergreen Documentation

1. About Evergreen
2. Version Release Notes
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. Circulation
   1. 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. Check In Actions
      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