Evergreen Cataloging

Holdings Maintenance

Cataloging - Add New Items
The handout covers adding new items to preexisting bib records as well as acquiring new bibs through Z39.50.
Cataloging - Monograph Parts
Discusses creating and using Monograph Parts.
Cataloging 1-2-3: Adding New Items
A very basic review of how to add holdings in the Evergreen catalog.
Circulation 1-2-3: Mark An Item Missing From Item Status
A quick reference for the process of marking an item missing.
Creating and Using Holdings Templates in Evergreen
How to create and use item holdings templates when cataloging items.
Evergreen Cataloging Basics
Overviews basic cataloging processes including searching the catalog, identifying matching bib records, adding holdings, holdings editor defaults, and item templates.
Evergreen Cataloging Item Management Practice Exercises
These exercises are intended to reinforce skills learned during Evergreen Cataloging Training. Each exercise provides step-by-step instructions for completing the stated task. They are intended to be used with materials found either on the library's test or production system.
Evergreen: Cataloging Video Collection
Collection of instructional videos for cataloging tasks in Evergreen ILS, including how to add holdings to existing bib records, import records with Z39.50, and batch edit item statuses.
Using Buckets to Change Locations – New Titles
A workflow demonstrating the use of buckets to transfer items from new titles shelves to their permanent locations.

Cataloging - Batch Import Records
A step-by-step breakout of using the MARC Batch Import Interface to bring in new bib records.
Cataloging - Record Bucket Query
The Record Buckets interface includes the ability to search for records to add to a bucket.
EIOC 2021: Picture Perfect Icons in Evergreen
2021 Evergreen International Online Conference A look at the Search and Icon Formats currently used across the Evergreen community to explore how they are defined and how to update a bib record to affect changes. We’ll also discuss how icons can be customized and provide examples of custom icons that some libraries are already using. Administrative functions within the staff interface, including differences between Evergreen versions, will be discussed. Supplemental documentation and handouts appropriate for framing will be provided! Presenters: Jennifer Weston, Product and Education Specialist, Equinox Open Library Initiative; Kate Coleman, Technical Services Manager, Jefferson County Library, Missouri Evergreen Consortium
Evergreen Cataloging Record Management Practice Exercises
These exercises are intended to reinforce skills learned during Evergreen Cataloging Training. Each exercise provides step-by-step instructions for completing the stated task. They are intended to be used with materials found either on the library's test or production system.
Evergreen Importing Bib Records (Match Only Merge)
Workflow for bringing in new bibs using the Match Only Merge Profile.

Cataloging - Importing and Printing Spine Labels
This handout covers step-by-step how to import and print spine labels in Evergreen.
Cataloging - Checking Out Interlibrary Loans
This handout discusses methods of how to track ILL items in Evergreen.
Evergreen: Cataloging Administration Video Collection
Collection of instructional videos on configuring cataloging-related administration features in Evergreen ILS. Includes Z39.50 Server Configuration, MARC Import Remove Fields, and Call Number Prefix and Suffix.

Cataloging Documentation: Covers Item buckets, item tags, working with the MARC editor, record buckets, batch importing, Z39.50, eResources, item status, holdings editor, and authorities.
OPAC Icons Handout: Evergreen search and icon formats supplement.
Cataloging Interest Group: Community-member led group for sharing cataloging workflows and coordinating cataloging related development for the benefit of the community.
Authorities Working Group: Community-member led group. A subcommittee of the Evergreen Cataloging Interest Group.

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