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...
Circulation Limit About As per OWWLAC recommendation, libraries can request that circulation limits be set in Evergreen to automatically limit the number of item...
Bar Patron Concepts Barring a patron record prevents all circulation transactions at every library and prevents access to online My Account features, databases, ...
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...
Evergreen 3.6 Upgrade: April 2021 Patches applied since the upgrade November 2021 * Age protection display * The Age Protection field in the Item Table...
Circulation: Autorenewals Overview Autorenewals (automatic renewals) were rolled out in November 2019 for all PLS member libraries. Evergreen automatically attem...
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...
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 ...
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...
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,...
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...
Web Client 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 ...
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...
Status Damaged v.1.6.0.8 Concepts The Status Damaged report lists all items with the ItemsCopyStatus Damaged. Report Data * ItemsCopyStatus = Damaged * Sh...
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...
Web Client Configuration for Printing v.3 Part of: Evergreen.EvergreenConfiguration About There are two methods for printing in the web client: using the stand...
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...
CirculationRenewItems v.3.3 About Most loans can be renewed, or borrowed for additional loan periods. The potential number of renewals depend on: * The type o...
Web Client Capture Holds v.3 Capture Holds is used to process items retrieved using the Pull List for Hold Requests. It is the same as Check In, except the chec...
Processing Long Overdue Items Not Marked Lost Overview * When libraries closed in March, PLS suspended the process that marked long overdue items lost automat...
Out of System Patrons About Out of system (OOS) patrons are those people who live in areas outside of the four county Pioneer Library System service area, yet wh...
Transfer Holdings Send request to cataloging #64;pls net.org to request a item or volume transfer Until this page is completed and the Volume Transfer informat...
Web Client Volume Transfer Send requests to cataloging #64;pls net.org Until this page is updated, send all requests for Volume Transfer to the System's Cata...
Web Client Configure Columns About All data lists in the client can be configured to display the data columns you need, in the order you prefer. Out of the box...
Temporary Cataloging Process Plan All cataloging will be processed electronically using the ISBNs/UPCs to orders@pls net.org process until normal PLS delivery res...
Pre Cataloged Check out Items Concept Pre cataloged items are items that have a library barcode but have not yet been fully cataloged by your library. Use pre ca...
Item Notes Item notes can be added to a record when creating a new item record, or later to an existing item. 1 Within the Holdings Editor Working Items area...
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...
Replacing Items Items sometimes need to be replaced due to wear or loss. You should not use the same barcode for these replacement materials. It is especially imp...
Web Client Retrieve Bib Record by Database ID About Every title (bibliographic) record has a unique ID number on the Evergreen database. This number can be use...
Identifying Suitable MARC Records About MARC Records MARC stands for "MAchine Readable Catalog" and refers to the standard that translates a bibliographic record...
MARC Record Corrections Common Record Problems If you find any of these common problems in any record, please send a message to cataloging #64;pls net.org so the...
Overdue Bill Accrual Evergreen v.2.2 Concepts Overdue fines begin to accrue at 23:59 (11:59PM) the day after an item is due, and continue to accrue everyday at 2...
Edit Holdings Existing item records can be edited from the same Holdings Editor used when adding holdings. There are three different Edit functions Edit Call Nu...
Circ by Patron Stat Cat Report Evergreen v.2.2 Concepts The Circ By Patron Stat Cat report provides monthly checkouts broken out by patron types, residencies, an...
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...
Membership Status for Out of System patrons Concepts The patron Statistical Category “Membership Status” is used by Geneva Public Library and Stevens Memorial Co...
Patron Standing, Status, and Alerts v.2.7 Concepts Various factors impact a patron's record and the patron's ability to borrow library materials. The Evergreen S...
Patron Notes v.2.7 Concepts Notes can be used to keep track of information about patron accounts or, when the note is patron visible, communicate some informatio...
Invalid Address Concepts When overdue mailers and other mailed notices are returned to the library as undeliverable due to a bad address/addressee unknown, libra...