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

List of Tables

68.1. Boolean symbolic operators