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

List of Tables

60.1. Boolean symbolic operators