1000 recent changes in Evergreen Web retrieved at 10:33 (Local)
WebStatistics
Statistics for Evergreen Web Month: Topic views: Topic saves: File uploads: Most popular topic views: Top contributors for topic save and uploads...
r4648 - 19 Apr 2024 - 00:00 by BobWicksall
EvergreenWidgets
Evergreen Widgets Overview Widgets can be used to display content from external sources on a library website. Widgets General Options * widget=(widgetname) ...
r10 - 18 Apr 2024 - 11:00 by BobWicksall
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...
r61 - 12 Apr 2024 - 10:00 by KathrynRiedener
TemporaryLibraryClosureProcedures
Temporary Library Closure Procedures Concepts Outlines tasks to be taken by OWWL and the library to prepare for a temporary library closure, such as moving to a ...
r14 - 09 Apr 2024 - 12:36 by DanielGuarracino
EvergreenChangelog
Evergreen Aspen Changelog Change Details 2024 04 02: Aspen upgrade to 24.03 New / improved features include: * More details on bills (title and author for ov...
r58 - 02 Apr 2024 - 11:02 by DanielGuarracino
NewDirectorOrientationEvergreenOWWL
New Director Orientation: Evergreen OWWL OWWL Principles 1 One collection, one patron database, one card, many libraries since 2001 1 Shared policies f...
r9 - 26 Mar 2024 - 11:01 by KathrynRiedener
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...
r14 - 26 Mar 2024 - 10:43 by KathrynRiedener
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...
r17 - 11 Mar 2024 - 09:37 by DanielGuarracino
CatalogIdentifyingSuitableMarcRecords
Identifying Suitable MARC Records About MARC Records MARC stands for "MAchine Readable Catalog" and refers to the standard that translates a bibliographic record...
r37 - 04 Mar 2024 - 16:13 by KathrynRiedener
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...
r22 - 04 Mar 2024 - 16:11 by KathrynRiedener
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 ...
r26 - 05 Feb 2024 - 12:13 by DanielGuarracino
HoldingsShelvingLocations
Shelving Locations Shelving locations represent where in the library an item can be found. They can be administered at Administration Local Administration She...
r2 - 05 Feb 2024 - 11:59 by DanielGuarracino
OwwlPolicy
OWWL Policy Listing of policies and recommendations related to the shared catalog, patron database, and the circulation of OWWL Libraries' resources. These polici...
r54 - 02 Feb 2024 - 15:56 by DanielGuarracino
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...
r47 - 18 Jan 2024 - 14:29 by DanielGuarracino
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...
r9 - 06 Dec 2023 - 14:35 by DanielGuarracino
HoldsManagement
Holds Management Default Hold Notification Preferences Patron Edit User Settings Patron Holds Open Hold Requests This displays all currently pending holds, ...
r16 - 30 Nov 2023 - 11:09 by DanielGuarracino
EvergreenBarcodeScannerConfiguration
Barcode Scanner Configuration Instructions Installation Only needed for new scanners, see Configuration to reprogram a scanner USB (Thin rectangular connector) ...
r17 - 16 Nov 2023 - 14:58 by KelsyHibbardBaker
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...
r5 - 14 Nov 2023 - 14:53 by DanielGuarracino
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...
r10 - 02 Nov 2023 - 07:54 by DanielGuarracino
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...
r11 - 11 Oct 2023 - 13:05 by KathrynRiedener
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 ...
NEW - 15 Sep 2023 - 17:04 by DanielGuarracino
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...
r10 - 30 Aug 2023 - 12:36 by DanielGuarracino
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 ...
r8 - 30 Aug 2023 - 12:31 by DanielGuarracino
WebHome
Evergreen Documentation View all Evergreen Documentation topics click here for the index. I. About Evergreen 1 About Evergreen 1 Versions, Release Notes,...
r93 - 19 Jul 2023 - 09:01 by DanielGuarracino
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...
r8 - 18 Jul 2023 - 10:16 by KathrynRiedener
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...
r43 - 14 Jul 2023 - 10:06 by KathrynRiedener
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...
r26 - 14 Jul 2023 - 10:02 by KathrynRiedener
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...
r17 - 23 Jun 2023 - 09:43 by DanielGuarracino
OWWLLibraries
OWWL Libraries OWWL Library Table Library Policy Name Code Description OWWL Prefix Previous Prefix ALLENSHILL AHILL Allens Hill Free Library ...
r24 - 13 Jun 2023 - 10:26 by DanielGuarracino
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...
r48 - 21 Apr 2023 - 16:02 by KathrynRiedener
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 ...
r20 - 17 Apr 2023 - 15:55 by DanielGuarracino
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...
r10 - 07 Feb 2023 - 16:53 by DanielGuarracino
PatronsAccountOverview
Patron Account Overview About The Patron Account provides access to all patron related functions: checking items out; viewing and editing current loans; placing ...
r14 - 07 Feb 2023 - 16:22 by DanielGuarracino
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...
r27 - 07 Feb 2023 - 15:05 by DanielGuarracino
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...
r6 - 07 Feb 2023 - 14:46 by DanielGuarracino
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 ...
r7 - 07 Feb 2023 - 14:45 by DanielGuarracino
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...
r28 - 07 Feb 2023 - 14:44 by DanielGuarracino
HoldsFulfillmentProcess
Hold Fulfillment Process Concepts Holds are filled using a complex matrix of factors including: potential copies, item status, patron status, the checkin library...
r16 - 07 Feb 2023 - 14:28 by DanielGuarracino
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...
r12 - 07 Feb 2023 - 14:26 by DanielGuarracino
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...
r10 - 07 Feb 2023 - 12:34 by DanielGuarracino
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 ...
NEW - 31 Jan 2023 - 13:49 by DanielGuarracino
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...
r12 - 25 Jan 2023 - 11:25 by BobWicksall
CatalogMaintenance
OWWL Catalog Maintenance and Record Cleanup Catalog Maintenance Catalog maintenance refers to the ongoing tasks of correcting and improving catalog records in OW...
r38 - 25 Jan 2023 - 11:24 by BobWicksall
ReportEvergreenIssue
Report an Evergreen Issue Submit an Evergreen Support Ticket * REQUIRED FIELDS Requestor Email * Library * Problem Type * Bills ...
r32 - 25 Jan 2023 - 11:24 by BobWicksall
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...
r29 - 25 Jan 2023 - 11:22 by BobWicksall
ItemsDamagedItems
Manage Damaged Items See ItemsMarkItemDamaged
r18 - 24 Jan 2023 - 11:50 by DanielGuarracino
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...
r11 - 12 Jan 2023 - 10:36 by DanielGuarracino
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...
r19 - 07 Dec 2022 - 13:03 by DanielGuarracino
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...
r10 - 17 Nov 2022 - 15:12 by DanielGuarracino
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 ...
r10 - 16 Nov 2022 - 14:03 by DanielGuarracino
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...
r4 - 05 Oct 2022 - 11:56 by KathrynRiedener
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...
r19 - 21 Sep 2022 - 11:12 by DanielGuarracino
PatronsStatisticalCategories
Patron Statistical Categories Concepts Statistical information about OWWL patrons is recorded in the patron record. These fields do not relate to circulation or ...
r14 - 31 Aug 2022 - 14:46 by DanielGuarracino
CheckOut
Circulation: Check Out Basic Check Out %IMAGE{ "WebClient_CheckOutItems.jpg" type="thumb" size="350" align="right" caption="Check out page" }% 1 Fro...
r18 - 31 Aug 2022 - 14:44 by DanielGuarracino
PatronMessages
Patron messages Patron penalties and messages include system generated blocks (maximum fines and maximum overdues), and staff generated notes, alerts, and blocks….
r3 - 31 Aug 2022 - 14:44 by DanielGuarracino
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...
r12 - 12 Aug 2022 - 15:19 by DanielGuarracino
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 ...
r7 - 09 Aug 2022 - 15:51 by DanielGuarracino
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...
r30 - 16 Jun 2022 - 15:44 by DanielGuarracino
HoldingsTemplateEditor
Holdings Template Editor The Holdings Template Editor allows holdings maintenance staff to create templates that contain the Item Attributes necessary for adding ...
r4 - 14 Jun 2022 - 15:35 by DanielGuarracino
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….
r4 - 14 Jun 2022 - 15:06 by DanielGuarracino
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...
r28 - 12 May 2022 - 13:02 by KathrynRiedener
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...
NEW - 03 May 2022 - 14:47 by DanielGuarracino
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, ...
r14 - 12 Apr 2022 - 15:58 by KathrynRiedener
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...
r5 - 14 Mar 2022 - 14:53 by DanielGuarracino
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...
r14 - 09 Mar 2022 - 15:38 by DanielGuarracino
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...
r5 - 22 Feb 2022 - 16:08 by DanielGuarracino
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...
r15 - 22 Feb 2022 - 16:07 by DanielGuarracino
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….
r15 - 03 Feb 2022 - 11:09 by KathrynRiedener
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...
r6 - 31 Jan 2022 - 11:38 by DanielGuarracino
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...
r16 - 24 Jan 2022 - 15:32 by DanielGuarracino
EvergreenTroubleshooting
Web Client Troubleshooting Always need to reregister a workstation? Usually, needing to reregister a workstation is caused by cookies being deleted. Some Everg...
r19 - 15 Dec 2021 - 12:37 by DanielGuarracino
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...
r7 - 08 Dec 2021 - 12:07 by KathrynRiedener
PatronsBarPatron
Bar Patron Concepts Barring a patron record prevents all circulation transactions at every library and prevents access to online My Account features, databases, ...
r13 - 02 Dec 2021 - 15:24 by DanielGuarracino
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...
r7 - 02 Dec 2021 - 13:49 by DanielGuarracino
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...
r18 - 18 Nov 2021 - 12:27 by DanielGuarracino
AutoRenewals
Circulation: Autorenewals Overview Autorenewals (automatic renewals) were rolled out in November 2019 for all PLS member libraries. Evergreen automatically attem...
r12 - 08 Sep 2021 - 14:38 by DanielGuarracino
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...
r10 - 27 Jul 2021 - 16:13 by DanielGuarracino
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 ...
r5 - 22 Jul 2021 - 17:34 by DanielGuarracino
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,...
r31 - 08 Jul 2021 - 13:06 by KathrynRiedener
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...
r2 - 23 Jun 2021 - 11:55 by DanielGuarracino
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...
NEW - 18 May 2021 - 14:25 by DanielGuarracino
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...
r8 - 07 May 2021 - 11:34 by KathrynRiedener
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...
r13 - 28 Apr 2021 - 12:09 by DanielGuarracino
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...
r21 - 22 Apr 2021 - 12:40 by DanielGuarracino
WebNotify
* .WikiGuest
r11 - 09 Apr 2021 - 15:15 by DanielGuarracino
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...
r21 - 30 Mar 2021 - 11:25 by DanielGuarracino
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...
r15 - 30 Mar 2021 - 11:15 by DanielGuarracino
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...
r7 - 24 Mar 2021 - 14:40 by DanielGuarracino
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...
r4 - 16 Dec 2020 - 14:10 by DanielGuarracino
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...
r17 - 22 Sep 2020 - 15:16 by KathrynRiedener
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...
r3 - 03 Sep 2020 - 11:02 by KathrynRiedener
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...
r4 - 03 Sep 2020 - 11:01 by KathrynRiedener
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...
r13 - 29 Jun 2020 - 09:09 by DanielGuarracino
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...
NEW - 20 May 2020 - 16:01 by KathrynRiedener
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...
r2 - 06 May 2020 - 12:09 by KathrynRiedener
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...
NEW - 28 Apr 2020 - 13:10 by KathrynRiedener
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...
NEW - 28 Apr 2020 - 13:00 by KathrynRiedener
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...
r5 - 27 Apr 2020 - 15:56 by KathrynRiedener
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...
r22 - 27 Apr 2020 - 15:17 by KathrynRiedener
WebPreferences
Evergreen Web Preferences Appearance * Set WEBBGCOLOR = #FFEFA6 * web specific background color, current color * Set SITEMAPLIST = on * Set WEBS...
r24 - 17 Jan 2020 - 11:14 by OwwlAdmin
OverdueBillAccrual
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...
r7 - 30 Oct 2019 - 15:57 by BobWicksall
WebLinks
*
r3 - 10 Oct 2019 - 13:59 by BobWicksall
HoldingsEditHoldings
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...
r3 - 07 Oct 2019 - 08:56 by lstratton
ReportsCircByPatronStatCat
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...
r10 - 03 Oct 2019 - 14:30 by lstratton
PatronsMembershipStatusOutOfSystem
Membership Status for Out of System patrons Concepts The patron Statistical Category “Membership Status” is used by Geneva Public Library and Stevens Memorial Co...
r13 - 03 Oct 2019 - 14:30 by lstratton
PatronsStatus
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...
r5 - 03 Oct 2019 - 14:29 by lstratton
PatronNotes
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...
r6 - 03 Oct 2019 - 14:28 by lstratton
PatronsInvalidAddress
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...
r8 - 03 Oct 2019 - 14:28 by lstratton
PatronsOther
Patrons Other Display Alert and Messages Notes Create or manage patron notes. Triggered Events / Notifications Not currently configured for OWWL libraries staf...
r2 - 03 Oct 2019 - 14:25 by lstratton
PatronsSearchForPatrons
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...
r13 - 03 Oct 2019 - 11:20 by lstratton
CatalogRetrieveBibRecordByTcn
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 ...
r6 - 17 Sep 2019 - 12:18 by lstratton
OfflineCirculation
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 ...
r7 - 17 Sep 2019 - 12:17 by lstratton
EvergreenWorkLog
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...
r6 - 17 Sep 2019 - 12:16 by lstratton
Evergren33AllowOthersToUseMyAccount
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 ...
NEW - 16 Sep 2019 - 16:00 by lstratton
ItemsReplaceBarcode
Replace Barcode 3.3
r6 - 12 Sep 2019 - 10:28 by lstratton
CatalogMarcRecordDefinition
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...
r33 - 12 Sep 2019 - 10:22 by lstratton
SearchTheCatalogChildrensMaterials
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...
r9 - 12 Sep 2019 - 10:22 by lstratton
UsPostalAddressStandards
U.S. Postal Address Standards Standard Address Format Typical Address Line Number Information Example 1 Recipient's Name Trudy Smite 2 Comp...
r10 - 11 Sep 2019 - 18:29 by BobWicksall
UnidentifiedCatalogingItems
Unidentified Cataloging Items Items sent to PLSHQ for cataloging, but are missing library identification.
r16 - 11 Sep 2019 - 18:28 by BobWicksall
TextMessageNotifications
Text Message Notifications About Text notifications, variously referred to as text or SMS (short message service) messages, are available for Available Hold noti...
r14 - 11 Sep 2019 - 18:28 by BobWicksall
TextCallNumber
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...
r2 - 11 Sep 2019 - 18:27 by BobWicksall
StaffClientKeyboardShortcuts
Staff Client Keyboard Shortcuts Concepts Opening new functions, moving among tabs, and handling common tasks can be made much faster using keyboard shortcuts. Yo...
r11 - 11 Sep 2019 - 18:26 by BobWicksall
SearchTheCatalogSearchResults
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...
r8 - 11 Sep 2019 - 18:25 by BobWicksall
SearchTheCatalog
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 ...
r15 - 11 Sep 2019 - 18:25 by BobWicksall
ReportsYearlyCircStats
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...
r5 - 11 Sep 2019 - 18:24 by BobWicksall
ReportsThreeYearInactivePatron
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...
r7 - 11 Sep 2019 - 18:23 by BobWicksall
ReportsShelflistByCallNumberRange
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...
r7 - 11 Sep 2019 - 18:19 by BobWicksall
ReportsPatronEmailAddressWithSpaces
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...
r6 - 11 Sep 2019 - 18:19 by BobWicksall
ReportsPatronCountsByStatCat
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...
r4 - 11 Sep 2019 - 18:18 by BobWicksall
ReportsOldHolds
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 ...
r9 - 11 Sep 2019 - 18:18 by BobWicksall
ReportsNewItemsExpired
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...
r10 - 11 Sep 2019 - 18:18 by BobWicksall
ReportsMonthlyCircStats
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...
r13 - 11 Sep 2019 - 18:17 by BobWicksall
ReportsMagazineCirculation
Magazine Circulation Report About The Magazine Circulation Reports provides data for initial checkouts, renewals, and total circulation data for each magazine ow...
r5 - 11 Sep 2019 - 18:16 by BobWicksall
ReportsLocalActivity
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...
r6 - 11 Sep 2019 - 18:16 by BobWicksall
ReportsItemCountByCallNumberRange
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...
r5 - 11 Sep 2019 - 18:16 by BobWicksall
ReportsInventoryByShelvingLocation
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...
r9 - 11 Sep 2019 - 18:13 by BobWicksall
ReportsHighDemand
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...
r9 - 11 Sep 2019 - 18:13 by BobWicksall
ReportsFineFreePatronsExpired
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. ...
r4 - 11 Sep 2019 - 18:12 by BobWicksall
ReportsEvergreenActivityDashboard
Evergreen Activity Dashboard About The Evergreen Activity Dahsboard provides on demand, up to the minute, data for common circulation desk activities as a means ...
r6 - 11 Sep 2019 - 18:12 by BobWicksall
ReportsDetailedCashReport
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...
r7 - 11 Sep 2019 - 18:11 by BobWicksall
ReportsCleanHoldsShelf
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...
r8 - 11 Sep 2019 - 18:11 by BobWicksall
ReportsCirculationByDayAndHour
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...
r6 - 11 Sep 2019 - 18:10 by BobWicksall
ReportsCircMatrix
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...
r9 - 11 Sep 2019 - 18:10 by BobWicksall
ReportsCircByShelvingLocation
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...
r17 - 11 Sep 2019 - 18:09 by BobWicksall
ReportsCashReport
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...
r5 - 11 Sep 2019 - 18:08 by BobWicksall
ReportsBrowseReports
Browse Reports Concepts The Browse Reports function allows libraries to retrieve current and past reports without needing an emailed link. Reports are organized ...
r18 - 11 Sep 2019 - 18:08 by BobWicksall
ReportsBillsCreated
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 ...
r5 - 11 Sep 2019 - 18:08 by BobWicksall
ReportsAdHocReports
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...
r16 - 11 Sep 2019 - 18:06 by BobWicksall
PatronsUserBuckets
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...
r8 - 11 Sep 2019 - 18:05 by BobWicksall
PatronsInactivePatron
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...
r5 - 11 Sep 2019 - 18:01 by BobWicksall
PatronsDepartedPlsArea
Patrons known to have left the PLS Service Area Periodically, patrons will inform the library that they are moving out of the region or state, and even turn in ...
r5 - 11 Sep 2019 - 18:00 by BobWicksall
PatronsAccountBills
Web Client Patron Bills About The Bills tab of the Patron Account provides access to all bill information and management functions. Items Still Checked Out ...
r14 - 11 Sep 2019 - 17:58 by BobWicksall
EvergreenNewFeatures
Evergreen New Features 3.0 (current version) * Web Client * 3 Day Courtesy Notice by SMS * Copy tags and digital bookplates * User Buckets / Batch ed...
r26 - 10 Sep 2019 - 14:55 by lstratton
CatalogHoldingsView
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...
r10 - 10 Sep 2019 - 14:07 by lstratton
OwwlStandardLoanRules
Standard Loan Rules OWWL Standard Loan Periods Library Patron Profile Circ Modifier Duration Recurring Fine Max Fine OWWL Users Computer 1H...
r9 - 07 Sep 2019 - 15:55 by BobWicksall
OverrideRenewalFailure
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 ...
r3 - 07 Sep 2019 - 15:54 by BobWicksall
OverdueVideoPhoneListReport
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...
r7 - 07 Sep 2019 - 15:54 by BobWicksall
OverdueShelflistReport
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 ...
r9 - 07 Sep 2019 - 15:51 by BobWicksall
OverduePhoneListReport
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 ...
r10 - 07 Sep 2019 - 15:49 by BobWicksall
OverdueLettersAccess
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...
r11 - 07 Sep 2019 - 15:47 by BobWicksall
OpacPlaceHolds
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 ...
r9 - 07 Sep 2019 - 15:46 by BobWicksall
OpacTitleDetails
OPAC: Title Details Evergreen v.2.2 Concepts Title Details displays an item's bibliographic information, lists all libraries' copies, copy statuses; patron featu...
r11 - 07 Sep 2019 - 15:45 by BobWicksall
OpacOnlinePublicAccessCatalog
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...
r3 - 07 Sep 2019 - 15:44 by BobWicksall
OpacMyAccountUsername
OPAC: My Account Username Evergreen v.2.2 Concepts Evergreen allows patrons to create an optional, personalized username for logging into the Online Catalog. ...
r15 - 07 Sep 2019 - 15:44 by BobWicksall
OpacMyAccountSummary
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...
r8 - 07 Sep 2019 - 15:43 by BobWicksall
OpacMyAccountPreferences
OPAC: My Account Account Preferences Evergreen v.2.2 Concepts Account Preferences area contains three sections: personal information, notification preferences,...
r10 - 07 Sep 2019 - 15:42 by BobWicksall
OpacMyAccountPassword
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...
r11 - 07 Sep 2019 - 15:42 by BobWicksall
OpacMyAccountItemsCheckedOut
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...
r11 - 07 Sep 2019 - 15:42 by BobWicksall
OpacMyAccountHolds
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...
r12 - 07 Sep 2019 - 15:41 by BobWicksall
OpacMyAccountMyLists
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 ...
r23 - 07 Sep 2019 - 15:41 by BobWicksall
OpacMyAccount
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...
r27 - 07 Sep 2019 - 15:39 by BobWicksall
ItemsTransitList
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...
r5 - 07 Sep 2019 - 15:38 by BobWicksall
ItemsScanItemMissingPieces
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)....
r4 - 07 Sep 2019 - 15:37 by BobWicksall
ItemsRecordInHouseUse
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...
r5 - 07 Sep 2019 - 15:36 by BobWicksall
ItemsItemStatus
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...
r13 - 07 Sep 2019 - 15:32 by BobWicksall
ItemsBadBarcode
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...
r9 - 07 Sep 2019 - 15:20 by BobWicksall
HoldsPullList
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...
r6 - 07 Sep 2019 - 15:18 by BobWicksall
HoldsMagazineHoldRequests
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...
r8 - 07 Sep 2019 - 15:17 by BobWicksall
HoldsAvailableHoldNotification
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...
r18 - 07 Sep 2019 - 15:15 by BobWicksall
HoldsAgeBasedHoldProtection
Age based Hold Protection Concepts * Age Based Hold Protection limits holds for a period of two months starting from the Copy Record Active Date the date on...
r20 - 07 Sep 2019 - 15:15 by BobWicksall
HoldingsItemAttributesGenreUsageTable
Item Attributes Genre Concepts Genre is defined as: "a category of artistic, musical, or literary composition characterized by a particular style, form, or con...
r10 - 07 Sep 2019 - 15:13 by BobWicksall
ReportsExcelTips
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...
r17 - 07 Sep 2019 - 15:07 by BobWicksall
ExcelTipsForDataLists
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...
r11 - 07 Sep 2019 - 15:06 by BobWicksall
EvergreenWebClientOverview
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...
r5 - 07 Sep 2019 - 15:01 by BobWicksall
EvergreenTraining
Evergreen Training About PLS offers training for: the Evergreen ILS covering circulation, holdings maintenance, patron management, the online catalog, etc.; gene...
r12 - 07 Sep 2019 - 15:00 by BobWicksall
EvergreenNavigation
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...
r5 - 07 Sep 2019 - 14:58 by BobWicksall
EvergreenListFunctions
Web Client List Functions v.3 About List Navigation Record Actions List Rows Displayed and Pagination List Actions and Column Selection List Actions * ...
r6 - 07 Sep 2019 - 14:57 by BobWicksall
EvergreenConfigurationWorkstationSettings
Web Client Workstation Settings About These settings allow staff to set default behaviors for the Evergreen client. Disable Sounds There are four types ...
r4 - 07 Sep 2019 - 14:56 by BobWicksall
EvergreenConfigurationChromeSettings
Web Client Chrome Configuration and Settings About PLS requires all libraries to use the Google Chrome web browser for the Evergreen web client. PLS strongly r...
r13 - 07 Sep 2019 - 14:53 by BobWicksall
EvergreenConfiguration
Web Client Set up and configuration About the web client The Evergreen web client will be replacing the desktop client with version 3.2 of the Evergreen softwa...
r14 - 07 Sep 2019 - 14:52 by BobWicksall
Evergreen33NewNameFields
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...
r2 - 04 Sep 2019 - 14:44 by lstratton
Evergreen33TipSheets
Evergreen 3.3 Tip Sheets * New Name Fields PLS Notes, 2019 09 04 Main.LindsayStratton 03 Sep 2019
r2 - 04 Sep 2019 - 13:48 by lstratton
CirculationCorrectionalFacilities
Circulation to Correctional Facilities Concepts PLS Outreach Services provides support and lending services to six correctional facilities. Attica (ILL ACF), Gro...
r9 - 03 Sep 2019 - 16:35 by OwwlAdmin
CirculationModifier
Circulation Modifiers Evergreen v.2.2 Concepts Circulation modifiers roughly correspond to types of materials, and are a key component of CirculationRules which ...
r20 - 03 Sep 2019 - 16:35 by OwwlAdmin
CirculationMatrix
Circulation Matrix Concepts The Circulation Matrix combines all circulation rules for all OWWL Libraries and controls how items circulate, to which users, for h...
r13 - 02 Sep 2019 - 16:39 by OwwlAdmin
CatalogViewHolds
Web Client View Holds About The catalog View Holds tab displays all holds placed in the record selected, including Title, Volume, and Copy holds. Filter by Pi...
r6 - 02 Sep 2019 - 16:36 by OwwlAdmin
ReportsAgeProtectedItemsWithNoLocalDemand
Age Protected Items With No Local Demand Concepts This report is intended to allow libraries to analyze recently added copy records (less than 2 months old) whic...
r11 - 02 Sep 2019 - 16:34 by OwwlAdmin
CatalogOpacView
Web Client Catalog OPAC View About The catalog OPAC (online oublic access catalog) View displays title record details. This is how library materials appear to ...
r6 - 02 Sep 2019 - 16:33 by OwwlAdmin
CatalogOnlinePublicAccessCatalog
Online Public Access Catalog The Online Public Access Catalog is also referred to as: OPAC, OWWL Catalog, and Online Catalog. It provides patrons with access to l...
r9 - 02 Sep 2019 - 16:32 by OwwlAdmin
CassieEvergreenSpecialProcedures
Special Procedures for Libraries Using the CASSIE PC Reservation System v.1.6.0.7 Concepts Note: this is no longer 100% correct. Newer versions of Cassie (3.3 )...
r11 - 02 Sep 2019 - 16:31 by OwwlAdmin
WebSideBar
WebSideBar * %IF{"istopic 'WebTagList'" then=" * "}%%IF{"istopic 'Category'" then=" * "}% * * %IF{"istopic '.WebStatistics'" then=" * "}% '}%
NEW - 02 Sep 2019 - 00:11 by OwwlAdmin
AboutEvergreen
About Evergreen Evergreen is an open source library automation software designed to meet the needs of the very smallest to the very largest libraries and consorti...
r2 - 30 Aug 2019 - 14:56 by OwwlAdmin
WebLeftBar
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r14 - 27 Jul 2016 - 11:44 by BobWicksall
WebAtom
OWWL Docs's Evergreen web
WebRss
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