Embedded Files
General Resources
General Resources
Adding Alerts and Notes to Items
The Item Alerts feature allows library staff to add customized alert messages to copies. The item alerts will appear when a specific event takes place, such as when the item is checked in, checked out, or renewed. Alerts can be temporary or persistent.Baskets and Buckets in Evergreen
A review of types of buckets in Evergreen. Includes example instructions for creating and using buckets.Evergreen Circulation Practice Exercises
These practices exercises are intended to reinforce the skills learned during Evergreen Circulation 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 Hotkeys
List of keyboard shortcuts used within Evergreen.Evergreen has a number of search behaviors and strategies designed to optimize the retrieval of cataloged resources. The strategies covered in this handout apply to searching in both the OPAC and Staff Interface.
Patron Registration and Account Management
Patron Registration and Account Management
Circulation 1-2-3: Add An Alert To A Patron’s Account
A quick reference on the process of adding an alert to a patrons account.Circulation 1-2-3: Registering a Patron
A quick refresher on the steps for registering a new patron.Circulation 1-2-3: Renew A Patron Account
A quick reference for renewing a patron's accounts.Circulation 1-2-3: Replace A Library Card Barcode
A quick reference for replacing a library card barcode.Evergreen: Patron Accounts Video Collection
A collection of instructional videos on the creation and management of patron accounts in Evergreen ILS.Patron Registration Field Definitions
A list of all possible patron registration screen fields and their definitions.EIOC 2021: STAFF_CHR Standing Penalties and Group Penalty Thresholds
Presentation recording from the 2021 Evergreen International Online Conference. Presenter: Erica Rohlfs, Senior Implementation Project Manager, Equinox Open Library Initiative. What exactly does STAFF_CHR mean, anyway? In this presentation, we’ll explore the Standing Penalties and Group Penalty Threshold modules. This presentation is meant to help circulation end users understand why they see some of the penalties that they see on patron accounts and the different ways these penalties can affect those accounts.
Check In, Check Out, and Items Out
Check In, Check Out, and Items Out
Checking Out Non-cataloged Items
Documents the process of checking out non-cataloged items.Circulation 1-2-3: Check In
A quick refresher on the process of checking in items.Circulation 1-2-3: Check Out an Item
A quick refresher on the basic process of checking out an item.Circulation 1-2-3: Mark An Item Lost by Patron Account
A quick reference for the process of marking a item lost by patron account.Circulation 1-2-3: Renew Items Out
A quick reference for the renewal of items currently checked out.Evergreen Checkin Modifiers
Checkin Modifiers offer ways to control certain behaviors or add additional actions to the check in process.Evergreen Offline Circulation
How to perform circulation functions in Evergreen's Offline Circulation feature. This handout focuses on the circulation activities; admin related processes are documented separately.Evergreen: Circulation Video Collection
Collection of quick instructional videos on circulation activities in Evergreen ILS, including check out, check in, and renewals. Videos cover: Checking Out Materials, Check out with Special Due Dates, Non-cataloged Checkouts, Pre-cataloged Checkouts, Checkout of Materials in Circulation, Checkout Receipt Options, Renewing Materials, Checkin Actions, Backdate Checkins Separately, Checkin Modifiers, Check In Holds and Transits, Mark Item as Missing Pieces, In House Use, Self-Checkout in Evergreen, and Registering a Workstation in Evergreen.
Holds Management
Holds Management
Circulation 1-2-3: Placing a Hold
A quick refresher on the basic process of creating a hold.Circulation 1-2-3: Run Hold Pull List And Capture Holds
A quick reference for the process of accessing hold pull lists and capturing the holds.Evergreen Hold Types
Summary of Hold Types available in Evergreen with hold type names, system codes, and descriptions.Evergreen: Hold Management Video Collection
A collection of quick instructional videos on how to place and manage hold requests in Evergreen ILS. Included videos are: Placing Hold Requests, Pull List for Hold Requests, Capturing Holds, Edit Hold Requests, and Hold Management.Hold Groups
The Hold Groups feature allows staff to add multiple users to a named hold group bucket and place title-level holds for a record for that entire set of users.Hold Status Definitions
Descriptions of the possible hold statuses in Evergreen.Holds Shelf Maintenance
Reviews the difference between titles being removed from the holds shelf due to cancellation versus hold expiration. Also discusses use of the Clear These Holds.Hopeless Holds
Hopeless Holds gives staff a way to identify and resolve issues with hold requests that may have become un-fulfillable or “hopeless.”Performing Force and Recall Holds in Evergreen
How to perform a Recall Hold or Force Hold in Evergreen.Resource Sharing in Evergreen
An overview and workflow for resource sharing in Evergreen ILS.Age Hold Protection
An overview and example scenarios for how age hold protection works in Evergreen ILS.
Billing
Billing
Circulation 1-2-3: Creating and Paying a Bill
A quick refresher on the process of creating new bills and paying them.Evergreen: Patron Billing Video Collection
Collection of quick instructional videos on managing bills on patron accounts in the Evergreen ILS. Included videos are: Patron Billing Overview, Creating a Bill, Paying a Bill, Voiding Bills, Refunding a Bill, and Managing Negative Account Balances.Refunds Workflow
Provides a workflow for creating refunds on patron accounts with a negative balance.
Evergreen Community Circulation Materials
Evergreen Community Circulation Materials
Circulation Documentation: Covers circulation of items, holds, billing, patron records, patron self-registration, triggered events and notices, and use of offline circulation, self checkout, booking, and curbside pick-up.
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