Embedded Files
System Configuration
System Configuration
Configuration and Creation of Carousels
An in depth look at the administration of carousels.Custom Patron Permission Group Display
Custom Patron Permission Trees may be used for displaying a specific set of permission groups as options in the Main (Profile) Permission Group drop-down menus on the patron account and patron registration pages.Evergreen Self-Checkout Library Settings
An overview of the settings that can be used to customize the self-checkout feature in Evergreen.Installing Hatch in Chrome for Evergreen
This handout covers how to install and configure Hatch in Chrome for Evergreen. Hatch is an extension that acts as a print manager for Evergreen tasks.Item Alerts Administration
Reviews stock alert types, creation of new item alerts, and item alert suppression.Patron Registration Fields
Documents the possible fields for the patron registration screen as well as their definitions and related Library Settings.Print Notices in Evergreen
A review of the Print Notice setup process with your migration team and ongoing usage.Staff Portal Splash Page Customization
Options and workflow for customizing the links on the staff portal splash page.Age Hold Protection
An overview and example scenarios for how age hold protection works in Evergreen ILS.
Daily Administration Handouts
Daily Administration Handouts
Administration 1-2-3: View Cash Reports
A quick reference for viewing the Cash Reports interface.Administration 1-2-3: View Patrons with Negative Balances
A quick reference on how to access the Patrons with Negative Balances interface.Administration 1-2-3: View Transit List
A quick reference on accessing the Transit List interface.Creating Staff Accounts
How to create staff accounts and assign permissions and locations.Go-Live Quick Reference: Admin and Tech Services
A package of quick references for basic tasks that might be performed in the week after go-live. Included are Offline Circulation, Post Go-Live Setup, Admin Tools, Cataloging Basics, and other general resources.Go-Live Quick Reference: Patron Services
A package of quick references for basic tasks that might be performed in the week after go-live. Included are materials on Offline Circulation Checkout for Migrations, Working with Patrons, Holds Management, and a Glossary of Common Evergreen Terminology.Merging Patron Accounts
Instructions on how-to merge duplicate patron accounts. Includes important notes, required permissions, and relevant library settings.Offline Circulation Administration
Covers transaction management, offline block list maintenance.Sample Day-to-Day Operations Workflows
This handout highlights tasks that will be used on a regular basis. Each link will take you to a simplified step-by-step version of the needed workflow.
Administration Videos
Administration Videos
EIOC 2021: Connecting Evergreen to External Services
2021 Evergreen International Online Conference Join us to review some of the most common ways to connect Evergreen to external applications such as extracts, SIP2, Atom feeds, and more. This presentation is for local library staff who may not be familiar with the technical aspects of the Evergreen server but need to communicate with help desks and vendors. Presenter: Rogan Hamby, Project and Data Analyst, Equinox Open Library InitiativeEIOC 2021: Hungry Hungry Space Hippos A Journey Further Into How Holds Work in Evergreen
2021 Evergreen International Online Conference This session will answer the ever elusive question: How do holds work in Evergreen? In this session, we will take a deep dive into the mechanics of hold fulfillment in Evergreen: targeting and opportunistic capture. We will also examine hold configuration options that libraries can use to fine-tune how holds work at their library, including Best Hold Selection Sort Order, Org Unit Proximity Adjustments, and the many Library Settings related to holds. Join us to learn the answers to questions such as: What is the hold-copy map/potentials list? Is the hold queue position a lie? How can my library adjust hold fulfillment order? How can I optimize holds configuration for my library or consortium? And more! *This session builds upon the 2011 Evergreen Conference presentation “A Clockwork Hippo: How holds work in Evergreen”. Presenters: Andrea Buntz Neiman, Project Manager for Software Development, Equinox Open Library Initiative; Mike Rylander, Research and Development Manager, Equinox Open Library Initiative; Angela Kilsdonk, Product and Education Manager, Equinox Open Library Initiative- Evergreen Reports Video Collection
Evergreen: Library Administration Video Collection
Collection of instructional videos on reporting tools in Evergreen ILS.
Evergreen Community Administration Resources
Evergreen Community Administration Resources
Evergreen Local Administration Documentation: Covers library settings, emergency closing, group penalty thresholds, notifications, and more.
Evergreen System Administration From the Staff Client: Covers management of age hold protection, credit cards, systems administration, shelving locations, Z39.50 servers, etc.
EG Carousel Documentation: Covers types of carousels, definitions, creation, and other related documentation.
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