Clean Holds Shelf Report v.2.7 Concepts The Clean Holds Shelf Report lists holds that have been "on holds shelf" for 2 weeks. Report Data * Transit Recieve D...
Circulation by Day and Hour Report Evergreen v.2.2 About Filter Options Select your library and date range. Clicking in the date text box will open a calendar g...
Circ Matrix Report Concepts All libraries can view their circulation rules from within the Evergreen Staff Client using the Circ Matrix ad hoc report. This repor...
Circ By Shelving Location Reports Evergreen v.2.2 Concepts The Circ by Shelving Location report lists statistics for circ activity for your items and at your lib...
Web Client Cash Report About The Cash Reports feature allows libraries to view and print a basic report listing total money taken in by a library for the payme...
Browse Reports Concepts The Browse Reports function allows libraries to retrieve current and past reports without needing an emailed link. Reports are organized ...
Bills Created Report About This report can be used to track bills created during a specified time period for general tracking. It is NOT intended to be used for ...
Ad Hoc Reports Concepts Ad Hoc reports are available on demand, and include data current to the date the report is retrieved. Ad Hoc reports are accessed from Re...
User Buckets v.3.3 About User Buckets allow staff to make batch modifiations to patron records for selected record elements: * Home Library * Permission Gr...
Inactive Patron Evergreen v.2.2 Concepts An inactive patron is no longer a current, active library user of either physical libraries or online services such as O...
Evergreen New Features 3.0 (current version) * Web Client * 3 Day Courtesy Notice by SMS * Copy tags and digital bookplates * User Buckets / Batch ed...
Web client Catalog Record Holdings View About The Holdings View displays the volume/copy records held by a selected library or all libraries. The list defaults...
Override Renewal Failure v.12.2 Concepts Most items can be renewed up to 2 times. In certain situations, however, items CANNOT be renewed, even if the check out ...
Overdue Video Phone List Report Evergreen v.2.2 Concepts Libraries have the option to make telephone calls for overdue video notification. Those libraries that h...
Overdue Shelflist Report v.1.6.0.7 Concepts The Overdue Shelflist Report lists overdue items that will generate overdue notices in order that you may check your ...
Overdue Phone List Report Evergreen v.2.2 Concepts Libraries have the option to make telephone calls for the two week overdue notification. Those libraries that ...
Access Overdue Letters Evergreen v.2.10 Concepts As per the OverdueNotices guidelines, overdue letters are available in PDF format which can be printed and maile...
OPAC: Place Holds Evergreen v.2.2 Concepts Place Hold 1 Open the online catalog 1 Search for titles 1 Find a title, click Place Hold from the Search ...
Online Public Access Catalog About Library patrons access library materials using the Online Public Access Catalog. This is also referred to by its acronym, OPAC...
OPAC: My Account Username Evergreen v.2.2 Concepts Evergreen allows patrons to create an optional, personalized username for logging into the Online Catalog. ...
OPAC: My Account Account Summary Evergreen v.2.7 Concepts After log in, patrons are taken to their Account Summary. This view displays a basic synopsis of circ...
OPAC: My Account Account Preferences Evergreen v.2.2 Concepts Account Preferences area contains three sections: personal information, notification preferences,...
OPAC: My Account Login Password Evergreen v.2.2 Concepts When new patron records are created, the password is based on the last four digits of the patron's pho...
OPAC: My Account Items Checked Out Evergreen v.2.7 Concepts The Items Checked Out screen displays all materials currently checked out. Renew Selected It...
OPAC: My Account Items on Hold Evergreen v.2.7 Concepts From the Items on Hold screen, patrons can view and manage their current holds and, if enabled, view th...
OPAC: My Account My Lists Evergreen v.2.2 Concepts Patron can create two types of lists of library materials: Temporary lists * Temporary list items can be ...
OPAC: My Account v.2.7 Concepts Patron access to their library account via the online public access catalog (OPAC). Login 1 On the Owwl.org or OPAC home page...
Web Client Transit List About The Transit List displays items that have the copy status "In Transit" between libraries. The list can display Transits To or Tra...
Web Client Scan Item as Missing Pieces PLS does not recommend using Scan Items as Missing Pieces (from Circulation menu) or Mark Missing Pieces (from Check In)....
Web Client Record In house Use About Record In house Use allows libraries to count for statistical purpose in house/non circulation use of library materials. T...
Web Client Item Status About Item Status is used to retrieve item records by barcode. It allows staff to look at items without changing their statuses, jump to...
Bad Barcode Evergreen v.2.7 Concepts Sometimes when an item is scanned in ItemStatus, CheckInItems, CheckOutItems, etc. a "Bad Barcode" alert will display. Typi...
Web Client Pull List for Hold Requests v.3 About The Pull List for Hold Requests lists all items from your collection that have been targeted to fill a hold. T...
Magazine Hold Requests Magazine holds must be placed at the Copy level. If a Title hold is place, any random issue will be captured to fill the hold. Staff must u...
Available Hold Notification About Patrons can be notified of available holds by phone, email, or text message. Notification methods can be set per hold, at the p...
Item Attributes Genre Concepts Genre is defined as: "a category of artistic, musical, or literary composition characterized by a particular style, form, or con...
Excel Tips for Evergreen Reports Microsoft Excel 2010 Concepts Evergreen reports are available as spreadsheets in Excel or CSV format. This allows you to manipul...
Excel Tips for Data Lists Concepts The entire contents of a list in CheckInItems, ItemStatus, BrowseHoldsShelf, etc, can be copied and pasted into other applicat...
Web Client Overview v.3 About The web client is new development, available with Evergreen v.3. All staff functions are accessed through a web browser (Chrome, Fi...
Evergreen Training About PLS offers training for: the Evergreen ILS covering circulation, holdings maintenance, patron management, the online catalog, etc.; gene...
Web Client Navigation About The Evergreen Web Client is accessed through the Google Chrome Browser. Navigating the web client is a combination of Chrome and Ev...
Web Client List Functions v.3 About List Navigation Record Actions List Rows Displayed and Pagination List Actions and Column Selection List Actions * ...
Web Client Workstation Settings About These settings allow staff to set default behaviors for the Evergreen client. Disable Sounds There are four types ...
New Name Fields Evergreen 3.3 introduces several new ways to record and search for patron names. Preferred Name Preferred Name field allow staff to record both a...
Circulation to Correctional Facilities Concepts PLS Outreach Services provides support and lending services to six correctional facilities. Attica (ILL ACF), Gro...
Circulation Modifiers Evergreen v.2.2 Concepts Circulation modifiers roughly correspond to types of materials, and are a key component of CirculationRules which ...
Circulation Matrix Concepts The Circulation Matrix combines all circulation rules for all OWWL Libraries and controls how items circulate, to which users, for h...