Evergreen Documentation

I. About Evergreen

1. About Evergreen
2. Versions, Release Notes, and New and Upcoming Features
3. Evergreen 3.3 Tip Sheets

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. Automatic Renewals
5. Edit Due Dates
6. Place Holds
7. Mark Items Lost

V. Patron Record Management

1. Patron Search
2. Register New Patron
   1. Printable Registration Form
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. Record In-house Use

Get Help

1. Printable help cards

Evergreen Users Groups and Committees

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

Evergreen Glossary

1. Glossary

Search Evergreen Documentation

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