Using Evergreen’s Circulation 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. Circulation - Patron Record
11. Searching Patrons
12. Retrieve Recent Patrons
Setting up Retrieve Recent Patrons
Retrieving Recent Patrons
13. Registering New Patrons
Email field
14. Patron Self-Registration
15. Updating Patron Information
16. Renewing Library Cards
17. Lost Library Cards
18. Resetting Patron’s Password
19. Barring a Patron
20. Barred vs. Blocked
21. Staff-Generated Messages
22. Patron Alerts
23. Patron Notes
24. Staff-Generated Penalties/Messages
Add a Message
Modify a Message
Archive a Message
Remove a Message
25. User Buckets
Create a User Bucket
Batch Edit All Users
Batch Modify Statistical Categories
Batch Delete Users
View Batch Changes
Roll Back Batch Changes
Sharing Buckets
VI. Circulating Items
26. Check Out
Regular Items
Pre-cataloged Items
Due Dates
Email Checkout Receipts
27. Check In
Regular check in
Backdated check in
Backdate Post-Checkin
28. Renewal and Editing the Item’s Due Date
Renewing via a Patron’s Account
Renewing by Item Barcode
Editing Due Date
29. Marking Items Lost and Claimed Returned
Lost Items
Refunds for Lost Items
Claimed Returned Items
30. In-house Use (F6)
31. Item Status
Checking item status
Viewing past circulations
Marking items damaged or missing and other functions
Item alerts
32. Long Overdue Items
VII. Holds Management
33. Placing Holds
34. Holds Levels
35. Title Level Hold
36. Patron Search from Place Hold
To use Patron Search From Place Holds:
37. TPAC Metarecord Search and Metarecord Level Holds
38. Parts Level Hold
39. Placing Holds in Patron Records
Placing Multiple Holds on Same Title
40. Managing Holds
Actions for Selected Holds
Transferring Holds
Cancelled Holds
Viewing Details & Adding Notes to Holds
Displaying Queue Position
Managing Holds in Title Records
Retargeting Holds
Pulling & Capturing Holds
Handling Missing and Damaged Item
Holds Notification Methods
Clearing Shelf-Expired Holds
41. Alternate Hold Pick up Location
42. Display Hold Types on Pull Lists
VIII. Offline Circulation
43. Introduction
44. Using Offline Circulation
45. Checkout
46. Renew
47. In-House Use
48. Checkin
49. Patron Registration
50. Managing Offline Transactions
Offline Block List
Exporting Offline Transactions
Processing Offline Transactions
Uploading Previously Exported Transactions
IX. Booking Module
51. Creating a Booking Reservation
To create a reservation from a patron record
To create a reservation from a booking resource
Search the catalogue to create a reservation
52. Reservation Pull List
53. Capturing Items for Reservations
54. Picking Up Reservations
55. Returning Reservations
56. Cancelling a Reservation
Cancel a reservation from the patron record
Cancel a reservation on reservation creation screen
X. Triggered Events and Notices
57. Introduction
58. Access and View
59. Filter
60. Sort
61. Print
62. Reset
XI. User buckets
63. Introduction
64. Editing users
65. Deleting users
66. Editing Statistical Category Entries
XII. Using the Public Access Catalog
67. Basic Search
68. Advanced Search
Sort Results
Search Library
Limit to Available
Exclude Electronic Resources
Search Filter
Numeric Search
Expert Search
69. Boolean operators
70. Search Tips
71. Search Methodology
Order of Results
72. Search Results
Facets: Subjects, Authors, and Series
Viewing a record
73. Details
Placing Holds
SMS Call Number
Going back
XIII. Self checkout
74. Introduction
75. Initializing the self check
76. Basic Check Out
77. View Items Out
78. View Holds
79. View Fines
A. Attributions
B. Admonitions
C. Licensing

List of Tables

69.1. Boolean symbolic operators