Using Evergreen’s Cataloging Module

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Logging into Evergreen
3. Registering a Workstation
4. Basic Login,
5. Logging Out
III. Best Practices for Using the Browser
6. Pop-up Blockers
7. Setting Browser Defaults for Web Client
Setting the Web Client as the Home Page in Chrome
Setting the Web Client as the Home Page in Firefox
Turning off print headers and footers in Firefox
Turning off print headers and footers in Chrome
8. Tab Buttons and Keyboard Shortcuts
Setting New Tab Behavior
IV. Configuring Evergreen for your workstation
9. Setting search defaults
10. Turning off sounds
V. Working with the MARC Editor
11. Editing MARC Records
MARC Record Leader and MARC fixed field 008
Deleting MARC Records
MARC Tag-table Service
MARC 007 Field Physical Characteristics Wizard
12. Specific fields
13. Return to Search Results from MARC Record
VI. Working with holdings data
14. Using the Item Status interface
Accessing the Item Status interface
Specific fields
Printing spine labels
15. Using the Holdings Editor
Specific fields
Accessing the Holdings Editor by barcode
Accessing the holdings editor from a catalog record
Hiding Fields in the Holdings Editor
16. Working with holdings templates
Creating a new holdings template
Using a holdings template
17. Monograph Parts
Add a Monograph Part to an Existing Record
Monograph Part Merging
18. Item Buckets
Managing Item Buckets
Adding Copies to a Bucket
Removing Copies from a Bucket
Editing Copies in a Bucket
Deleting Copies from the Catalogue
Placing Holds on Copies in a Bucket
Transferring Copies to Volumes
19. Item Tags
Adding Existing Item Tags to Items
Creating and Applying a Item Tag During Cataloging
Removing Item Tags from Items
Adding Item Tags to Items in Batch
Searching Item Tags
20. Conjoined Items
Using the Conjoined Items Feature
VII. Batch Importing MARC Records
21. Introduction
22. Permissions
23. Record Display Attributes
24. Record Match Sets
Creating a Match Set
Replace Mode
Quality Metrics
25. Merge/Overlay Profiles
26. Import Item Attributes
27. Import Records
28. Default Values for Item Import
VIII. Managing Authorities
29. Introduction
30. Creating Authorities
31. Importing Authorities
Setting up Authority Record Match Sets
32. Viewing and Editing Authority Records by Database ID
33. Manage Authorities Interface
Searching for authorities
IX. Working with Electronic Resources
34. Cataloging Electronic Resources — Finding Them in Catalog Searches
Adding a Located URI to the Record
Using Transcendant Bib Sources for Electronic Resources
35. Link Checker
Search for URLs
View Your Results
Manage Your Sessions
X. Record Buckets
36. Introduction
37. Creating Record Buckets
38. Adding Records to a Bucket
From the Record Bucket Interface
39. Bibliographic Record Merging and Overlay
Merge Records in Record Buckets
Track Record Merges
Merge Records Using Z39.50
New Admin Settings
XI. MARC Batch Edit
40. Introduction
41. Setting Up a Batch Edit Session
Action (Rule Type)
Other Template Fields
Advanced Matching Restrictions (Optional)
42. Examples
Adding a new field to all records
Delete a field if it contains a particular string
XII. Z39.50 copy cataloging
43. Overlay Existing Catalog Record via Z39.50 Import
44. Z39.50 Search Enhancements
XIII. Using the Public Access Catalog
45. Basic Search
46. Advanced Search
Sort Results
Search Library
Limit to Available
Exclude Electronic Resources
Search Filter
Numeric Search
Expert Search
47. Boolean operators
48. Search Tips
49. Search Methodology
Order of Results
50. Search Results
Facets: Subjects, Authors, and Series
Viewing a record
51. Details
Placing Holds
SMS Call Number
Going back
A. Attributions
B. Admonitions
C. Licensing

List of Tables

26.1. Holdings Import Profile Fields
38.1. Record Bucket search keys
47.1. Boolean symbolic operators