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 ...
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...
Evergreen 3.13 Upgrade: October 31, 2024 New features in Evergreen 3.13 Accessibility * Text alternatives for more icons and images. * Better color contra...
Evergreen Aspen Changelog Change Details 2024 10 24: Hatch setting update In preparation for the upgrade, a bug has been patched that may cause a change in the ...
HAVE YOU FOLLOWED THIS WORKFLOW? Cataloging flowchart Original Catalog Record Request When do I request an original catalog record? * If an item has no ISBN/...
Web Client Chrome Configuration and Settings About OWWL requires all libraries to use the Google Chrome web browser for the Evergreen web client. OWWL strongly...
Web Client Set up and configuration About the web client The Evergreen web client replaced the desktop client with version 3.2 of the Evergreen software. This ...
About Evergreen Evergreen is an open source library automation software designed to meet the needs of the very smallest to the very largest libraries and consorti...
OWWL Policy Listing of policies and recommendations related to the shared catalog, patron database, and the circulation of OWWL Libraries' resources. These polici...
Age based Hold Protection Concepts * Age Based Hold Protection limits holds for a period of two weeks, one month, or two months starting from the Copy Record ...
Circulation: Check In Overview Scan an item in Check In to clear a circulation from a patron's account or to process an item status update. Basic Check In %IMAG...
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 ...
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,...
New Director Orientation: Evergreen OWWL OWWL Principles 1 One collection, one patron database, one card, many libraries since 2001 1 Shared policies f...
Guidelines For Submitting Older Titles About These guidelines pertain to older titles, for which bibliographic records do not already exist. "Older titles" are a...
Patrons known to have left the OWWL Service Area Periodically, patrons will inform the library that they are moving out of the region or state, and even turn in t...
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...
Add Holdings 3.3 About Holdings Records Catalog records are made up of three parts: 1 Title, or Bibliographic, record, which includes the title, author, publi...
Inter Library Loan Circulation Concepts When no OWWL libraries own a particular item needed by a patron, libraries can request, on behalf of the patron, the item...
Report Processing Schedule EAC recommends following the report processing schedule and to take appropriate action as indicated on the schedule to maintain accurat...
Temporary Library Closure Procedures Concepts Outlines tasks to be taken by OWWL and the library to prepare for a temporary library closure, such as moving to a ...
Manage Deceased Patron Records EAC recommends (but does not require) the following procedure: Add an alert noting that the patron has been reported deceased and m...
Patron Notes, Alerts, and Blocks Notes, Alerts, and Blocks can all be applied to a patron account and managed in the Notes tab that is present in every account. ...
Evergreen Widgets Overview Widgets can be used to display content from external sources on a library website. Widgets General Options * widget=(widgetname) ...
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 fi...
Library Card Registration Form Standard patron Library Card Registration forms (revised 7/2019) in word format (2 sizes), that can be downloaded, customized if de...
Identifying Suitable MARC Records About MARC Records MARC stands for "MAchine Readable Catalog" and refers to the standard that translates a bibliographic record...
Edition format (250 field) Established acceptable terms that can be used in the 250 field in the OWWL catalog for easier user discovery (not an all inclusive list...
Patron Items Out v.3.3 About The Items Out list displays all current checkouts, Lost items, and Claims Returned Items associated with the patrons account. It is ...
Shelving Locations Shelving locations represent where in the library an item can be found. They can be administered at Administration Local Administration She...
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...
Holds Management Default Hold Notification Preferences Patron Edit User Settings Patron Holds Open Hold Requests This displays all currently pending holds, ...
Barcode Scanner Configuration Instructions Installation Only needed for new scanners, see Configuration to reprogram a scanner USB (Thin rectangular connector) ...
Item Alerts Item alerts can be configured so that an alert pops up at item checkout, checkin, or both, and to control whether or not alerts pop up for certain cir...
Evergreen 3.11 Upgrade: November 2, 2023 New features in Evergreen 3.11 Patron notes / alerts / messages redesign Major change for this upgrade. Patron notes, a...
Request Items / Recall Holds About Request Items allows staff to place a "Recall Hold" on an item for their, or another library's, staff user, which will be fill...
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 bill the ...
Evergreen Documentation View all Evergreen Documentation topics click here for the index. I. About Evergreen 1 About Evergreen 1 Versions, Release Notes,...
Inter library Loan Documentation OWWLHQ ILL Staff procedures Rt ticket for request Request tracking: * Initial message with request from library send to RT qu...
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...
Agency User Records About Agency Cards EAC recommends agency cards be given to certain agencies following standard procedures for issuing and registering these A...
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 ...
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...
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing ...
Overdue Notices Overdue notices All libraries are required to provide patrons with overdue notices. We have several standard overdue periods at which notices are...
Email Notices Concepts PLS provides email notifications to alert patrons when: borrowed items will be due soon, borrowed items that are overdue, their patron acc...
Mark Items Lost Mark Items Lost from Patron Items Out Items can only be marked lost if they are currently checked out, and can only be manually marked lost from ...