50 recent changes in Evergreen Web retrieved at 01:04 (Local)
HoldingsItemAlerts
in Evergreen
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...
Evergreen311UpgradeNovember2023
in Evergreen
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...
HoldsRequestItems
in Evergreen
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...
ItemsMarkItemDamaged
in Evergreen
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 …
System
in Evergreen
Evergreen Documentation View all Evergreen Documentation topics click here for the index. I. About Evergreen 1 About Evergreen 1 Versions, Release Notes,...
InterLibraryLoanDocumentation
in Evergreen
Inter library Loan Documentation OWWLHQ ILL Staff procedures Rt ticket for request Request tracking: * Initial message with request from library send to RT qu...
CatalogNewTitleRecordsRequest
in Evergreen
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...
PatronsAgencyUserRecords
in Evergreen
Agency User Records About Agency Cards EAC recommends agency cards be given to certain agencies following standard procedures for issuing and registering these A...
PatronsRegisterPatron
in Evergreen
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 …
ItemsMarkItemMissing
in Evergreen
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...
PatronsAccountOverview
in Evergreen
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing …
NotificationsEmail
in Evergreen
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...
ItemsMarkItemLost
in Evergreen
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 …
ItemsLostItems
in Evergreen
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...
HoldsFulfillmentProcess
in Evergreen
Hold Fulfillment Process Concepts Holds are filled using a complex matrix of factors including: potential copies, item status, patron status, the checkin library...
EvergreenGlossary
in Evergreen
Evergreen Glossary Active Barcode A patron's current, primary, library card barcode. It displays in the Patron Account Summary and patron Edit. When a patron's l...
EvergreenClosedDatesEditor
in Evergreen
Closed Dates Editor About Libraries add, edit, and delete their own holiday, summer, and other special closed dates using the Closed Dates Editor. Closed dates a...
ReportsListOfLostItems
in Evergreen
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...
ReportsAccessFinishedReportsFromEmailNotification
in Evergreen
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...
PatronsPendingPatrons
in Evergreen
Pending Patrons About The Pending Patrons list collects submissions from the self registration form. When patrons fill out the self registration form to request …
HoldingsDeleteHoldings
in Evergreen
Delete Holdings Holdings can be deleted from the Catalog Holdings View or item Status. Delete Empty Call Numbers and Bibliographic Records Our Evergreen config...
ItemsInventoryProcess
in Evergreen
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...
PatronsStatisticalCategories
in Evergreen
Patron Statistical Categories Concepts Statistical information about OWWL patrons is recorded in the patron record. These fields do not relate to circulation or …
CheckOut
in Evergreen
Circulation: Check Out Basic Check Out %IMAGE{ "WebClient_CheckOutItems.jpg" type="thumb" size="350" align="right" caption="Check out page" }% 1 Fro...
PatronMessages
in Evergreen
Patron messages Patron penalties and messages include system generated blocks (maximum fines and maximum overdues), and staff generated notes, alerts, and blocks....
PatronsGroupedRecords
in Evergreen
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 …
ReportsListItemsByCopyStatus
in Evergreen
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...
HoldingsTemplateEditor
in Evergreen
Holdings Template Editor The Holdings Template Editor allows holdings maintenance staff to create templates that contain the Item Attributes necessary for adding …
Evergreen37UpgradeJune2022
in Evergreen
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....
CreatingShareableLists
in Evergreen
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...
ReportsTop10Circs
in Evergreen
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...
CatalogSearchTheCatalog
in Evergreen
Web Client Search the Staff Catalog Search The Staff Catalog provides access to title, volume, and copy records and cataloging and holdings maintenance functio...
ReportsItemCountByShelvingLocation
in Evergreen
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...
ReportsShelflistByShelfLocation
in Evergreen
Shelflist by Shelving Location About The Shelflist by Shelving Location report is one of two reports that serve multiple collection management and analysis purpo...
HoldingsItemTags
in Evergreen
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....
HoldsNotificationsOverview
in Evergreen
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...
HoldingsCopyBuckets
in Evergreen
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...
EvergreenTroubleshooting
in Evergreen
Web Client Troubleshooting Always need to reregister a workstation? Usually, needing to reregister a workstation is caused by cookies being deleted. Some Everg...
CirculationLimit
in Evergreen
Circulation Limit About As per OWWLAC recommendation, libraries can request that circulation limits be set in Evergreen to automatically limit the number of item...
PatronsBarPatron
in Evergreen
Bar Patron Concepts Barring a patron record prevents all circulation transactions at every library and prevents access to online My Account features, databases, …
ItemsTitleRecordBuckets
in Evergreen
Record Buckets About Record Buckets are used to collect title records for various batch actions. Library staff can create title lists to export into Excel, and u...
Evergreen36UpgradeApril2021
in Evergreen
Evergreen 3.6 Upgrade: April 2021 Patches applied since the upgrade November 2021 * Age protection display * The Age Protection field in the Item Table...
AutoRenewals
in Evergreen
Circulation: Autorenewals Overview Autorenewals (automatic renewals) were rolled out in November 2019 for all PLS member libraries. Evergreen automatically attem...
ItemsNonCatalogedTypes
in Evergreen
Non Cataloged Types v.3 Non Cataloged Types are classes of materials for which libraries do not wish to add TitleRecord VolumeRecord CopyRecord holdings recor...
HoldsShelf
in Evergreen
Web Client Holds Shelf v.3.0.6 About The Holds Shelf lists all items on the holds shelf waiting to be picked up by the requesting patron. Detail View …
ReportsAutorenewalChecker
in Evergreen
Autorenewal Checker About The Autorenewal Checker can be used to check the status of autorenewals at a particular library on a particular day. Patrons who have...
HoldsHopelessHolds
in Evergreen
Holds: Hopeless Holds Overview The Hopeless Holds interface lists holds that Evergreen has determined are unfulfillable. These may be holds on titles where the l...
ReportStatusDamaged
in Evergreen
Status Damaged v.1.6.0.8 Concepts The Status Damaged report lists all items with the ItemsCopyStatus Damaged. Report Data * ItemsCopyStatus = Damaged * Sh...
EvergreenConfigurationPrinterSettings
in Evergreen
Printer Settings v.3 About Printer settings allow staff to set up printer configurations for specific types of print jobs for seamless printing. These settings c...
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