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100 recent changes in Evergreen Web retrieved at 07:01 (Local)

WebStatistics
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NewDirectorOrientationEvergreenOWWL
New Director Orientation: Evergreen OWWL OWWL Principles 1 One collection, one patron database, one card, many libraries since 2001 1 Shared policies f...
ReportsMonthlyNewUsers
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...
EvergreenChangelog
Evergreen Aspen Changelog Change Details 2024 03 11: Magazine Circulation ad hoc report updated The Magazine Circulation ad hoc report now includes deleted maga...
PatronsRegistrationFormPrintable
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...
CatalogIdentifyingSuitableMarcRecords
Identifying Suitable MARC Records About MARC Records MARC stands for "MAchine Readable Catalog" and refers to the standard that translates a bibliographic record...
CatalogEditionFormatTerms
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...
CatalogRequestOriginalRecordForm
Original Catalog Record Request When do I request an original catalog record? * If an item has no ISBN/UPC printed on it at all * After a second submission...
PatronsItemsOut
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 ...
HoldingsShelvingLocations
Shelving Locations Shelving locations represent where in the library an item can be found. They can be administered at Administration Local Administration She...
OwwlPolicy
OWWL Policy Listing of policies and recommendations related to the shared catalog, patron database, and the circulation of OWWL Libraries' resources. These polici...
EvergreenConfigurationPrintTemplates
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...
PatronsDeceasedPatronRecords
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...
HoldsManagement
Holds Management Default Hold Notification Preferences Patron Edit User Settings Patron Holds Open Hold Requests This displays all currently pending holds, ...
EvergreenBarcodeScannerConfiguration
Barcode Scanner Configuration Instructions Installation Only needed for new scanners, see Configuration to reprogram a scanner USB (Thin rectangular connector) ...
HoldingsItemAlerts
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
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...
CirculationInterLibraryLoan
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...
PatronsNotes
Patron Notes, Alerts, and Blocks NOTE: This feature is for an upcoming version of Evergreen. It will be available on 11/2/2023. Notes, Alerts, and Blocks can all ...
HoldsRequestItems
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
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 ...
WebHome
Evergreen Documentation View all Evergreen Documentation topics click here for the index. I. About Evergreen 1 About Evergreen 1 Versions, Release Notes,...
InterLibraryLoanDocumentation
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
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...
HoldingsAddHoldings
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...
PatronsAgencyUserRecords
Agency User Records About Agency Cards EAC recommends agency cards be given to certain agencies following standard procedures for issuing and registering these A...
OWWLLibraries
OWWL Libraries OWWL Library Table Library Policy Name Code Description OWWL Prefix Previous Prefix ALLENSHILL AHILL Allens Hill Free Library ...
CatalogCloseEnoughRecords
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...
PatronsRegisterPatron
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
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
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing ...
OverdueNotices
Overdue Notices Overdue notices All libraries are required to provide patrons with overdue notices. We have several standard overdue periods at which notices are...
NotificationsEmail
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
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
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
Hold Fulfillment Process Concepts Holds are filled using a complex matrix of factors including: potential copies, item status, patron status, the checkin library...
EvergreenGlossary
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
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...
ReportsPaymentsBetweenLibraries
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 ...
RequestNewCopyLocation
Request New Copy / Shelving Location Copy Location indicates an item's shelving location within the library. If your library is starting a new collection, re arra...
CatalogMaintenance
OWWL Catalog Maintenance and Record Cleanup Catalog Maintenance Catalog maintenance refers to the ongoing tasks of correcting and improving catalog records in OW...
ReportEvergreenIssue
Report an Evergreen Issue Submit an Evergreen Support Ticket * REQUIRED FIELDS Requestor Email * Library * Problem Type * Bills ...
ReportsRequestNewReport
Request a Report Basics Use this form to request a custom report. Please check the full list of reports that are already available via the ReportsBrowseReports i...
ItemsDamagedItems
Manage Damaged Items See ItemsMarkItemDamaged
ReportsListOfLostItems
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...
EvergreenWidgets
Evergreen Widgets Overview Widgets can be used to display content from external sources on a library website. Widgets General Options * widget=(widgetname) ...
ItemsCopyStatus
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...
ReportsAccessFinishedReportsFromEmailNotification
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
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
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
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
Patron Statistical Categories Concepts Statistical information about OWWL patrons is recorded in the patron record. These fields do not relate to circulation or ...
CheckOut
Circulation: Check Out Basic Check Out %IMAGE{ "WebClient_CheckOutItems.jpg" type="thumb" size="350" align="right" caption="Check out page" }% 1 Fro...
PatronMessages
Patron messages Patron penalties and messages include system generated blocks (maximum fines and maximum overdues), and staff generated notes, alerts, and blocks….
EvergreenLogin
Evergreen Login Accounts Logging on for the first time For information on setting up your Evergreen account and logging on to Evergreen for the first time, plea...
PatronsGroupedRecords
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
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
Holdings Template Editor The Holdings Template Editor allows holdings maintenance staff to create templates that contain the Item Attributes necessary for adding ...
Evergreen37UpgradeJune2022
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….
CollectionDevelopmentOlderTitleGuidelines
Guidelines For Submitting Older Titles About These guidelines pertain to older titles, for which bibliographic records do not already exist. "Older titles" are a...
CreatingShareableLists
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...
HoldingsCopyAttributes
Item Attributes Grid v.3 About Item attributes are the data fields that form the item record. They determine the specific item's shelving location, circulation, ...
ReportsTop10Circs
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
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
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
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
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
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
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
Web Client Troubleshooting Always need to reregister a workstation? Usually, needing to reregister a workstation is caused by cookies being deleted. Some Everg...
CirculationLimit
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
Bar Patron Concepts Barring a patron record prevents all circulation transactions at every library and prevents access to online My Account features, databases, ...
ItemsTitleRecordBuckets
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
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
Circulation: Autorenewals Overview Autorenewals (automatic renewals) were rolled out in November 2019 for all PLS member libraries. Evergreen automatically attem...
ItemsNonCatalogedTypes
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
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 ...
ReportsBadStatCat
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,...
ReportsAutorenewalChecker
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
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
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
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...
EvergreenConfigurationPrinting
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...
CheckIn
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
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...
HoldsCaptureHolds
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...
ProcessingLongOverdueItemsNotMarkedLost
Processing Long Overdue Items Not Marked Lost Overview * When libraries closed in March, PLS suspended the process that marked long overdue items lost automat...
PatronsOutOfSystem
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...
HoldingsTransferHoldings
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...
HoldingsVolumeTransfer
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...
EvergreenConfigurationColumns
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...
TemporaryCatalogingProcessDuringPhasedReopeningPlan
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...
PreCatalogedCheckoutItems
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...
HoldingsItemNotes
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...
HoldingsReplacingLostOrMissingItems
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...
CatalogRetrieveBibRecordById
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...
CatalogMarcRecordCorrections
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...
WebPreferences
Evergreen Web Preferences Appearance * Set WEBBGCOLOR = #FFEFA6 * web specific background color, current color * Set SITEMAPLIST = on * Set WEBS...
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