Evergreen
HomePrev Chapter 132. Using the Public Access Catalog Next

My Account

Logging In

Logging into your account from the online catalog:

  1. Open a web browser and navigate to your Evergreen OPAC.
  2. Click My Account .

  3. Enter your Username and Password.

    • By default, your username is your library card number.
    • Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your local library to have it reset or use the the section called Password Reset tool.

  4. Click Login.

    • At the first login, you may be prompted to change your password.
    • If you updated your password, you must enter your Username and Password again.
  5. Your Account Summary page displays.

To view your account details, click one of the My Account tabs.

To start a search, enter a term in the search box at the top of the page and click Search!

Caution

If using a public computer be sure to log out!

Password Reset

To reset your password:

  1. click on the Forgot your password? link located beside the login button.
  2. Fill in the Barcode and User name text boxes.
  3. A message should appear indicating that your request has been processed and that you will receive an email with further instructions.

  4. An email will be sent to the email addressed you have registered with your Evergreen library. You should click on the link included in the email to open the password reset page. Processing time may vary.

    Note

    You will need to have a valid email account set up in Evergreen for you to reset your password. Otherwise, you will need to contact your library to have your password reset by library staff.

  5. At the reset email page you should enter the new password in the New password field and re-enter it in the Re-enter new password field.
  6. Click Submit.
  7. A message should appear on the page indicating that your password has been reset.
  8. Login to your account with your new password.

Account Summary

In the My Account → Account Summary page, you can see when your account expires and your total number of items checked out, items on hold, and items ready for pickup. In addition, the Account Summary page lists your current fines and payment history.

Items Checked Out

Users can manage items currently checked out, like renew specific items. Users can also view overdue items and see how many renewals they have remaining for specific item.

As of Evergreen version 2.9, sorting of selected columns is available in the Items Checked Out and Check Out History pages. Clicking on the appropriate column heads sorts the contents from "ascending" to "descending" to "no sort". (The "no sort" restores the original list as presented in the screen.) The sort indicator (an up or down arrow) is placed to the right of the column head, as appropriate.

Within Items Checked Out → Current Items Checked Out, the following column headers can be sorted: Title, Author, Renewals Left, Due Date, Barcode, and Call Number.

Within Items Checked Out → Check Out History, the following column headers can be sorted: Title, Author, Checkout Date, Due Date, Date Returned, Barcode, and Call Number

Note

To protect patron privacy, the Check Out History will be completely blank unless the patron has previously opted in under the Account Preferences tab, in the Search and History Preferences area.

Holds

From My Account, patrons can see Items on Hold and Holds History and manage items currently being requested. In Holds → Items on Hold, the content shown can be sorted by clicking on the following column headers: Title, Author, and Format (based on format name represented by the icon).

Actions include:

  • Suspend - set a period of time during which the hold will not become active, such as during a vacation
  • Activate - manually remove the suspension
  • Cancel - remove the hold request

Edit options include:

  • Change pick up library
  • Change the Cancel unless filled by date, also known as the hold expiration date
  • Change the status of the hold to either active or suspended.
  • Change the If suspended, activate on date, which reactivates a suspended hold at the specified date

To edit items on hold:

  1. Login to My Account, click the Holds tab.
  2. Select the hold to modify.
  3. Click Edit for selected holds.
  4. Select the change to make and follow the instructions.

Note

To protect patron privacy, the Holds History will be completely blank unless the patron has previously opted in under the Account Preferences tab, in the Search and History Preferences area.

Account Preferences

From here you can manage display preferences including your Personal Information, Notification Preferences, and Search and History Preferences. Additional static information, such as your Account Expiration Date, can be found under Personal Information.

For example:

  • Personal Information

    • change password - allows patrons to change their password
    • change email address - allows patrons to change their email address.

  • Notification Preferences

    • Notify by Email by default when a hold is ready for pickup?
    • Notify by Phone by default when a hold is ready for pickup?
    • Default Phone Number

  • Search and History Preferences

    • Search hits per page
    • Preferred pickup location
    • Keep history of checked out items?
    • Keep history of holds?

Warning

Turning off the Keep history of checked out items? or Keep history of holds? features will permanently delete all entries in the relevant patron screens. After this is unchecked, there is no way for a patron to recover those data.

After changing any of these settings, you must click Save to store your preferences.

Patron Messages

The Patron Message Center provides a way for libraries to communicate with patrons through messages that can be accessed through the patron’s OPAC account. Library staff can create messages manually by adding an OPAC visible Patron Note to an account. Messages can also be automatically generated through an Action Trigger event. Patrons can access and manage messages within their OPAC account. See Circulation - Patron Record - Patron Message Center for more information on adding messages to patron accounts.

Viewing Patron Messages in the OPAC

Patrons will see a new tab for Messages in their OPAC account, as well as a notification of Unread Messages in the account summary.

Message Center 11

Patrons will see a list of the messages from the library by clicking on the Messages tab.

Message Center 10

Patrons can click on a message Subject to view the message. After viewing the message, it will automatically be marked as read. Patrons have the options to mark the message as unread and to delete the message.

Message Center 12

Note

Patron deleted messages will still appear in the patron’s account in the staff client under Other → Message Center.

Prev Up Next
Details Home Chapter 133. My Lists