Evergreen DokuWiki

Materials for the July, 2009 training in Fort Worth.

• July 23rd AM 9:00-9:30 (Setup and configuration)
• July 23rd AM 9:30-12:30 (Circulation)
• July 23rd PM 1:30-4:30 (Cataloging)
• July 23rd PM 4:30-5:00 (Questions/Issues/1.6 Sneak Peek)

• July 24th AM 9:00-12:30 (Basic Admin & Reports)
• July 24th PM 1:30-4:30 (Advanced Admin & Reports)

Also see this collection of community tutorials, from which many of these examples were derived.

• Logging in (exercise)
• Workstation versus user logins
• Updating the staff client

• Searching the Catalog
  • Basic search (exercise)
  • Advanced search
  • Search tips
  • Search methodology
  • Search results

• My Account
  • Logging into your account
  • Account summary
  • Items checked out
  • Items on hold
  • Fines
  • Account preferences
  • Bookbags (public buckets)

• Typical desk functions (exercises for all tasks)
  • Registering patrons
  • Issuing patron replacement cards
  • Checkout
  • Pre-cataloged checkout/checkin
  • Check-in
  • Paying bills
  • Billing patrons
  • Viewing recent circulations by item

• Holds
  • Placing holds: an overview
  • Holdable settings
  • Holds priority and targeting
  • Holds pull lists
  • Capturing holds
  • Patron hold notification
  • Holds shelf maintenance
  • Viewing the holds queue

• Standalone mode

• Other circ functions
  • Cash reports
  • Transit list

• Searching the catalog
  • Staff-friendly searching
  • Full record display, available actions

• MARC Editor
  • Create original MARC record (exercise)
  • Editing MARC records (exercise)
  • Validating records against authorities

• Holdings maintenance
  • Adding volumes and copies (exercise)
  • Copy editor (item attributes editor)
  • Copy notes and alerts
  • Editing volumes and copies (exercise)
  • Spine labels

• Record Buckets
  • What is a bucket? (exercise)
  • Merging bibliographic records (exercise)
  • Deleting bibliographic records

• Copy (item) Buckets
  • Transferring items (exercise)
  • Deleting items
  • Editing items in batch (exercise)

• Importing Records
  • Z39.50 client (single-record import) (exercise)
  • Intro to the batch importer/exporter (exercise)
  • Batch importer/exporter queues (exercise)

• Other functions and tasks
  • Item Status
  • Replace Item Barcode (exercise)

• Local System Administration
  • Global Font and Sound Settings
  • Printer Settings Editor
  • Closed Dates Editor
  • Copy Locations Editor
  • Library Settings Editor
  • Non-cataloged-types Editor
  • Statistical Category Editor
  • Surveys

• Evergreen Reports
  • Folders Management
  • Running a preconfigured report (exercise)
  • Creating a Template & Using Base Filters (exercise)
  • Viewing Report Outputs (exercise)
  • Running Recurring Reports
  • Using Shared Templates to Run Reports