100 recent changes in Evergreen Web retrieved at 08:20 (Local)
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
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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
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