Payments Between Libraries Report About The Payments between Libraries report is a scheduled report that runs monthly. It can be used by libraries to create and ...
Evergreen Changelog Change Details 2023 01 09: OWWLHQ OWWL BBM PLSHQ and PLS BBM are no more! 2023 01 06: Changes to lost/damaged payments policy The Lost Ma...
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 arra...
OWWL Catalog Maintenance and Record Cleanup Catalog Maintenance Catalog maintenance refers to the ongoing tasks of correcting and improving catalog records in OW...
Original Catalog Record Request When do I request an original catalog record? Library holdings staff should request original cataloging after their second submis...
Request a Report Basics Use this form to request a custom report. Please check the full list of reports that are already available via the ReportsBrowseReports i...
List of Lost Items Report Concepts The List of Lost Items report provides a list of all copy records where the copy status is Lost but the associated Lost Materi...
Manage Lost Items 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 the "M...
OWWL Policy Listing of policies and recommendations related to the shared catalog, patron database, and the circulation of OWWL Libraries' resources. These polici...
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 ind...
Evergreen Widgets Overview Widgets can be used to display content from external sources on a library website. Widgets General Options * widget=(widgetname) ...
Item Status Concepts Item Status is an item attribute that indicates an item's "state of being." Item Status can be manually applied and changed (using the Holdi...
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 Lib...
Web Client Request Items About Request Items allows staff to place a "Recall Hold" on an item for their, or another library's, staff user, which will be filled...
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. C...
Pending Patrons About The Pending Patrons list collects submissions from the self registration form. When patrons fill out the self registration form to request ...
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...
Delete Holdings Holdings can be deleted from the Catalog Holdings View or item Status. Delete Empty Call Numbers and Bibliographic Records Our Evergreen config...
Inventory Library Materials Concepts To inventory library materials, library staff will log in to Evergreen and scan all on shelf items using the "Update Invento...
Evergreen Documentation View all Evergreen Documentation topics click here for the index. I. About Evergreen 1 About Evergreen 1 Versions, Release Notes,...
Patrons: Patron Account (Register Patron and Patron Edit) v.3 About Register Patron is the form used to create a new library account. Four pieces of information ...
Patron Statistical Categories Concepts Statistical information about OWWL patrons is recorded in the patron record. These fields do not relate to circulation or ...
Patron messages Patron penalties and messages include system generated blocks (maximum fines and maximum overdues), and staff generated notes, alerts, and blocks….
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing ...
Evergreen Login Accounts Logging on for the first time For information on setting up your Evergreen account and logging on to Evergreen for the first time, plea...
Patron Groups About Patron Groups can be created to link related patron accounts together for easier management of those accounts. A typical use case for patron ...
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...
New Director Orientation: Evergreen OWWL OWWL Principles 1 One collection, one patron database, one card, many libraries since 2001 1 Shared policies f...
List Items by Copy Status Concepts The List Items by Copy Status report lists item records marked with statuses that are non circulating, non holdable, and non O...
Holdings Template Editor The Holdings Template Editor allows holdings maintenance staff to create templates that contain the Item Attributes necessary for adding ...
Evergreen 3.7 Upgrade: June 23, 2022 Preparing for the upgrade Before Wednesday, June 22 We recommend doing the following ahead of time before the upgrade to 3….
Holds Management Default Hold Notification Preferences Patron Edit User Settings Patron Holds Open Hold Requests This displays all currently pending holds, ...
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...
Guidelines For Submitting Older Titles About These guidelines pertain to older titles, for which bibliographic records do not already exist. "Older titles" are a...
Creating Shareable Lists Overview Staff can use a combination of Evergreen's OPAC "My Lists" feature and record buckets to easily create and manage shareable lis...
Item Attributes Grid v.3 About Item attributes are the data fields that form the item record. They determine the specific item's shelving location, circulation, ...
Edition format (250 field) Established acceptable terms that can be used in the 250 field in the PLS catalog for easier user discovery (not an all inclusive list)...
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 bas...
Web Client Search the Staff Catalog Search The Staff Catalog provides access to title, volume, and copy records and cataloging and holdings maintenance functio...
Item Count by Shelving Location Report About This report provides the total number of items in each shelving location for the selected library. To see item speci...
Shelflist by Shelving Location About The Shelflist by Shelving Location report is one of two reports that serve multiple collection management and analysis purpo...
Item Tags About Item Tags, also referred to as Digital Bookplates, allow staff to add descriptive tags to item records that are searchable in the online catalog….
Holds Notifications Hold notification overview Patrons can be notified of available holds by phone, email, or text message. Notification methods can be set per h...
Item Buckets (formerly known as Copy Buckets) About Item Buckets are used to collect item records for batch actions. Access Item Buckets 1 From the Home ta...
Agency User Records About Agency Cards EAC recommends agency cards be given to certain agencies following standard procedures for issuing and registering these A...
Web Client Troubleshooting Always need to reregister a workstation? Usually, needing to reregister a workstation is caused by cookies being deleted. Some Everg...