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...
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...
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...
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...
Patrons Other Display Alert and Messages Notes Create or manage patron notes. Triggered Events / Notifications Not currently configured for OWWL libraries staf...
Web Client Search for Patrons v.3 Search Form The Patron Search form can be displayed in a minimized or expanded version. This is changed by clicking the arrow...
Retrieve Bib Record by TCN TCN is an abbreviation for Title Control Number. This is another catalog record identifier. Retrieving a record by TCN is similar to ...
Offline Circulation v.3 Before using Offline Circulation 1 Login to Evergreen the web client 1 Search for patron and retrieve account and click Edit ...
Web Client Work Log About The Work Log displays lists of Most Recently Logged Staff Actions and Most Recently Affected patrons, which can help lookup recent pa...
Allow Others to Use My Account This new feature in 3.3 provides a dedicated area to note when a patron wishes to allow another person (or persons) to have access ...
Definition of a MARC record Definition of a MARC Record MARC Record is a MAchine Readable Catalog record that describes content and physical attributes of the bo...
Search the Catalog for Children's Materials Concepts Searching for any materials by age generally relies on using specific fields within the title records. Unfor...
Text Message Notifications About Text notifications, variously referred to as text or SMS (short message service) messages, are available for Available Hold noti...
Text Message Copy Details Evergreen v.2.2 Concepts Patrons have the option to send a text to themselves containing call number information. This does not require...
Staff Client Keyboard Shortcuts Concepts Opening new functions, moving among tabs, and handling common tasks can be made much faster using keyboard shortcuts. Yo...
Search the Catalog: Search Results Concepts Search Results lists materials in the catalog that match your search criteria. From the search results list, you have...
Search the Catalog v.2.7 Concepts Both patrons and staff use the same interface to search the catalog. Patrons using the online catalog from OWWL.org will start ...
Yearly Circ Stats Concepts The Yearly Circ Stats report provides monthly circulation data to be used for reporting annual statistics to library boards. The repor...
3 Year Inactive Patron Report v.2.2 Concepts As per OWWLAC recommendations, patron accounts that have been Expired for more than 3 years will be marked "Inactive...
Shelflist by Call Number Range About The Shelflist by Call Number Range report is one of two reports that serve multiple collection management and analysis purpo...
Patron Email Address with Spaces Report Evergreen v.2.2 Concepts The Patron Email Address with Spaces report lists patron records where the patron's email addres...
Patron Count by Stat Cat Report About The Patron Count by Stat Cat Report provides the number of patron records assigned to different statistical categories Patr...
Old Holds Report Evergreen v.2.2 Concepts This report lists all holds, for pickup at your library, that have not been filled for more than 3 months. This report ...
New Items Expired Report v.1.6.0.8 Concepts This report lists all item records where the CirculationModifier includes the word "New" as in New Item, New Magazi...
Monthly Circ Stats Report Evergreen v.2.2 Concepts The Monthly Circ Stats report provides monthly circulation data to be used for reporting monthly statistics to...
Magazine Circulation Report About The Magazine Circulation Reports provides data for initial checkouts, renewals, and total circulation data for each magazine ow...
Local Activity Report About The Local Activity Report provides data for common circulation desk activities as a means to track general desk business trends som...
Item Count by Call Number Range Report About This report provides the total number of items within the specified call number range, broken out by ShelvingLocatio...
Inventory by Shelving Location v.2.10 About This report corresponds specifically to the ItemsInventoryProcess in which a library requests to be set up with a spe...
High Demand Report Evergreen v.2.2 Concepts The High Demand Report lists all titles with holds. It incudes data for holds placed by your patrons and by patrons s...
Fine Free Patrons Expired Report About If your library uses the Fine Free Patron profile, this report will list patrons whose fine free privileges have expired. ...
Evergreen Activity Dashboard About The Evergreen Activity Dahsboard provides on demand, up to the minute, data for common circulation desk activities as a means ...
Detailed Cash Report About Located in the Reports Browser Ad Hoc Reports, the Detailed Cash Report comes on two versions: Detailed Cash Report Monetary Mone...