New Director Orientation: Evergreen OWWL OWWL Principles 1 One collection, one patron database, one card, many libraries since 2001 1 Shared policies f...
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...
Evergreen Aspen Changelog Change Details 2024 03 11: Magazine Circulation ad hoc report updated The Magazine Circulation ad hoc report now includes deleted maga...
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...
Identifying Suitable MARC Records About MARC Records MARC stands for "MAchine Readable Catalog" and refers to the standard that translates a bibliographic record...
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...
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...
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 ...
Shelving Locations Shelving locations represent where in the library an item can be found. They can be administered at Administration Local Administration She...
OWWL Policy Listing of policies and recommendations related to the shared catalog, patron database, and the circulation of OWWL Libraries' resources. These polici...
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...
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...
Holds Management Default Hold Notification Preferences Patron Edit User Settings Patron Holds Open Hold Requests This displays all currently pending holds, ...
Barcode Scanner Configuration Instructions Installation Only needed for new scanners, see Configuration to reprogram a scanner USB (Thin rectangular connector) ...
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...
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...
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...
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 ...
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...
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 ...
Evergreen Documentation View all Evergreen Documentation topics click here for the index. I. About Evergreen 1 About Evergreen 1 Versions, Release Notes,...
Inter library Loan Documentation OWWLHQ ILL Staff procedures Rt ticket for request Request tracking: * Initial message with request from library send to RT qu...
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...
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...
Agency User Records About Agency Cards EAC recommends agency cards be given to certain agencies following standard procedures for issuing and registering these A...
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...
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 ...
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...
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing ...
Overdue Notices Overdue notices All libraries are required to provide patrons with overdue notices. We have several standard overdue periods at which notices are...
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...
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 ...
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...
Hold Fulfillment Process Concepts Holds are filled using a complex matrix of factors including: potential copies, item status, patron status, the checkin library...
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...
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...
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 ...
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...
OWWL Catalog Maintenance and Record Cleanup Catalog Maintenance Catalog maintenance refers to the ongoing tasks of correcting and improving catalog records in OW...
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...
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...
Evergreen Widgets Overview Widgets can be used to display content from external sources on a library website. Widgets General Options * widget=(widgetname) ...
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...
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...
Pending Patrons About The Pending Patrons list collects submissions from the self registration form. When patrons fill out the self registration form to request ...
Delete Holdings Holdings can be deleted from the Catalog Holdings View or item Status. Delete Empty Call Numbers and Bibliographic Records Our Evergreen config...
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...
Patron Statistical Categories Concepts Statistical information about OWWL patrons is recorded in the patron record. These fields do not relate to circulation or ...
Patron messages Patron penalties and messages include system generated blocks (maximum fines and maximum overdues), and staff generated notes, alerts, and blocks….
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...
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 ...
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...
Holdings Template Editor The Holdings Template Editor allows holdings maintenance staff to create templates that contain the Item Attributes necessary for adding ...
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….
Guidelines For Submitting Older Titles About These guidelines pertain to older titles, for which bibliographic records do not already exist. "Older titles" are a...
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...
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, ...
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...
Web Client Search the Staff Catalog Search The Staff Catalog provides access to title, volume, and copy records and cataloging and holdings maintenance functio...
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...
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 ...
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...
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...
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...