Evergreen DokuWiki - evergreen-user

action_trigger

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Action/Trigger (Notifications) Author: Bill Erickson Created on: Dec. 7, 2009 Important Concepts & Terminology IDL See the description in Dan Scott's Evergreen Workshop Hook A reference to an action within the ILS. This is how we indicate what types of behaviour we want to react to. Examples include "hold.available" (item became ready for pickup from the holds shelf) and "checkout.due" (circulating item is due).

adding_and_maintaining_copies_and_volumes

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Adding and Maintaining Copies and Volumes Adding Volumes and Copies Find the appropriate record to which the volume is to be attached. Searching the catalog can be accomplished from the Cataloging menu option -> Search the catalog, or by hitting F3

advanced_search

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Advanced Search Access the Advanced Search by selecting the link from the bottom of the catalog entry page or from the left-hand sidebar of any catalog page. Here are some important quick facts to remember when searching the catalog. * All search terms are joined by

advanced_staff_and_permission_management

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

FIXME This page should explain how to manage permissions. permission list

barcode_scanners

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

User Comments Barcode Scanners Although not required, barcode scanners are HIGHLY suggested for all computers running the Evergreen staff client. Technical Requirements Evergreen supports a "Keyboard Wedge"-type barcode scanner. This usually plugs in-line between the keyboard and the computer (for a PS2 version), or directly into a USB port. To the computer, it appears to be nothing more than a keyboard. When you scan an item, it appears to the computer that the numbers are being typed (a…

bills_and_fines

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Bills There are two ways Bills are created within a patron record: 1. Evergreen automatically creates bills. * If a patron has an item checked out and that item becomes overdue, then the patron will be billed by the system for each day the item is overdue. You can click on

bookbags

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Bookbags * * * * * ---------- What are Bookbags? What are they used for? Bookbags are containers. They can be used for any number of purposes. For example, to keep track of what books you have read, books you would like to read, to maintain a class reading list, to maintain a reading list for a book club, to keep a list of books you would like for your birthday. There are an unlimited number of uses.

checkin

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen--Staff Documentation Checkin You can check in barcoded items by scanning their barcodes or entering the barcode numbers manually. Items without barcodes do not get checked in using Evergreen, see :!: in Non-Cataloged Material Checkout . 1. Check in an item using its barcode

checkout

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Checkout You can check out items in the catalog by using the step-by-step instructions given below. The process involves identifying the patron, identifying the items, selecting a due date, and printing receipts for the patron. For items that are not catalogued, there are two special cases:

configuring_a_proxy_for_the_staff_client

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Why Use SSH Tunneling as a Proxy for the Staff Client? Here are some reasons you might want to send the staff client's network traffic through an SSH proxy: * Firewalls may be preventing you from reaching the server. This may happen when you are connecting the staff client to a test server that should not be available generally, or it may be the result of network design priorities other than ease of use.

evergreen_end-user_documentation

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

User Comments Evergreen -- User Documentation * Troubleshooting * Introduction * What is Evergreen * The Parts of Evergreen * The Basics * Installing and Running the Staff Client * Workstation Names * Navigating a Tabbed Interface * Searching the Bibliographic Database * Searching the Patron Database * Circulation * Checkout * Pre-cataloged Material Checkout * Non-cataloged Material Checkout * In-house Use * Checkin * Troubleshooting …

evergreen_guided_tour

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen Guided Tour This visual tour of Evergreen provides an overview of the software and demonstrates how to perform some key tasks. The tour was created using Wink and requires Adobe Flash Player to view. Staff Client * Logging In * Registering a New Patron * Replacing a Patron's Lost Card Public Access Catalog

evergreen_training_outline_-_circulation

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

The following link is an outline you may use to train circulation functions within the Evergreen staff client. [:evergreen-user:evergreen_training_outline.doc]

find_it_at_the_library_-_bookmarklet_to_search_evergreen_from_amazon.com

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Find it at the Library Bookmarklet Jon Udell created a neat little tool to allow OPAC users to search for library holdings from Amazon. This bookmarklet (which looks like a bookmark, but is actually a piece of JavaScript that builds a URL based on the ISBN scraped from the current Amazon page) resides in the Bookmarks Toolbar (at least in Firefox); to use it, click on the bookmark while viewing a book page in Amazon. See

glossary_of_terms_and_paths

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Glossary of Terms Barcode – user’s account barcode Circ ID – a computer generated ID on a circulation to be used for counts of circulations. Circulation Duration – rule on the number of days a circulation modifier allows for checkout such as book checking out for 14 days

holds_pull_list

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Holds Pull List The Evergreen Holds Pull List is accessed by clicking Circulation -> Pull List for Holds Requests. On this list you will find materials that the system shows currently available and on the shelf that need to be pulled to fulfill holds requests. Note that the Evergreen holds system is dynamic, and is constantly looking for materials to fill holds as quickly as possible. For this reason, it is possible by the time you go to the stacks, pull the book, come back to the workstation, …

holds_shelf_list

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Holds Shelf List The Holds Shelf List provides an interactive virtual view of a library's holds shelf. It is accessed in the staff client by clicking Circulation and then selecting Browse Holds Shelf. [:evergreen-user:holds-shelf.jpg] ---------- * Cancelling a hold If a patron never comes to pick up the item on hold, library staff can cancel the hold by right-clicking on the appropriate item in the list, and selecting

holds

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen Holds The Holds system allows patrons to request books that are not currently available at their preferred library branch or system. Copies may be sent between branches and library systems to fill holds, and patrons are notified when the requested items are available at the requested pickup location. Those items are held in reserve for that patron for a specified amount of time.

how_to_search_the_opac

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments How to Search the OPAC The default OPAC search page for patrons is very simple. [Evergreen Simple Search] * It contains a single search box. * You can select to search by Keyword (default), Title, Author, Subject, or Series. * You can limit your search by format:

in-house_use

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen--Staff Documentation In-House Use You can record the use of an item in the library. This may be useful for items such as reference books or any other cataloged and barcoded item that gets used inside the library but did not actually get checked out.

introduction

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Introduction Welcome to the Evergreen Integrated Library System (ILS). Evergreen is open-source software, and is maintained and developed by the Georgia Public Library Service for the use of the PINES program. Anyone can download, modify, and use the software free of charge. Also, anyone can contribute and help the Evergreen software development effort.

library_holidays

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Library Closed Date Editor The Evergreen Closed Dates Editor allows library administration to enter dates when the library is closed. Note that this interface is not meant to handle regular weekday closings. For example, if your library closes on Sundays and Wednesdays. As of the time of this writing, that is handled by the central administrator. Please inform your central administrator of these closed days.

local_system_administration_area

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Local System Administration Area The Local System Administration Area is accessed by clicking the Admin menu in the upper-right, and selecting Local System Administration. [:evergreen-user:sys-admin-interface.jpg] There are 4 sub-interfaces, each covered in their own section of the documentation:

lost_and_missing_materials

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Lost and Missing Materials First, a definition of each: * Lost materials are checked out and lost by a patron. * Missing materials are not checked out, but cannot be found in the library. Lost Materials To declare an item lost, first pull up the patron's account. Click on the

metrologic_ms951_default_scanner_pages

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

If your scanner is inserting a b in front of the barcode and trailing a d, then you will need to restore your scanner to its default properties. If your scanner is not automatically entering your barcode when scanning it in, then you will also need to restore the barcode to its default settings.

my_account_area

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

My Account Area The My Account Area allows a patron to view and make changes to his or her own account from any computer with Internet access. To access your account, begin at the OPAC search page, and click the link to My Account. You will be prompted to login by entering your username or library barcode and your password. If you have not used the My Account feature before, your password will be a number assigned to you at the time you signed up for your library card. If you do not know …

navigating_a_tabbed_interface

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Navigating a Tabbed Interface Like many popular current web browsers and other applications, Evergreen uses a "tabbed" interface. Tabs allow you to have several pages open at the same time in a single window. This is easier to manage on your computer screen than multiple windows, since you can easily switch between tabs in the same window.

non_cataloged_types

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

FIXME This documentation is out of date. More options are now available. Non-Cataloged Types Editor In Evergreen, libraries may elect to create their own local non-cataloged item types. For example, you circulate non-cataloged paperbacks. These are items that do not have barcodes attached. When a new non-cataloged type is created in the

non-cataloged_material_checkout

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Non-Cataloged Material Checkout Enter non-cataloged items for checkout using the instructions below. Non-cataloged items are items without barcodes, such as paperback books, newspapers, magazines, computers, or other materials. To check out an item with a barcode, see

offline_mode

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Offline mode FIXME This page needs to be fleshed and edited to be consistent with the rest of the documentation. Using Offline Mode If the network goes down, a library may use the Standalone Interface (also called Offline Interface) to handle simple tasks like checking in items, checking out items, and renewing items. When the network comes back up, a library can merge all the offline transactions into Evergreen's online database.

opac_help

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Online Catalog Help [:wiki:evergreen10.jpg] ---------- Searching the Catalog The home page for the Evergreen catalog allows you to search for books and other items at your library or libraries. The home page contains a single search box for you to enter search terms. You can get to the home page at any time by selecting the Home link from the left-hand sidebar in Evergreen, or you can enter a search anywhere you see a search box in Evergreen.

patron_registration_and_maintenance

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Patron Registration 1. Search the patron database * Before registering a new patron, thoroughly verify that the person requesting a library card is not already in the database, see Searching the Patron Database. 2. Register a patron * Select Register Patron from the Circulation

permission_list

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Permission NamePermission DescriptionABORT_REMOTE_TRANIST Allows user to abort a copy transit if the user is not at the transit source or destinationABORT_TRANSIT Allows user to abort a copy transit if the user is at the transit destination or source

pines_library_patron_registration_form

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

The following link is a patron registration form you may download in Word to use for your patrons to fill out before registering within Evergreen. [:evergreen-user:pines_library_patron_registration_form.doc]

pre-cataloged_material_checkout

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Pre-Cataloged Material Checkout Pre-cataloged items (or "fast adds") are items that have a barcode but have not yet been fully cataloged. When they are checked out, you enter in a title and author. When the items are checked in, that information is cleared, and the item is routed to cataloging to be fully cataloged.

printer_settings_receipt_printer_old

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

FIXME Note that this page contains old information and may no longer be relevant. In Windows XP, here are some steps to add a Star SP200 printer: * Start -> Printers and Faxes -> File -> Add Printer * In the wizard, click Next, and uncheck "Automatically detect and install my Plug and Play printer"

printer_settings_sp200_special

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

The Tear-off Space If you use the Star Micronics SP200 receipt printer, an alternative to setting up a “generic” printer is to download and install the driver software for this device . Choose your device, operating system, and language, then install it. It will work very nicely with EG without having to create a “receipt” template. When you begin the installation process, choose SP212 from the list as the model and LPT1 as the port, then Aut…

printer_settings

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Printer Settings Ideally, on installation, the staff client will configure itself to use the default printer reported by the Operating System. However, you can check or change this with the Printer Settings sub-interface available from the Admin->Local System Administration

printing_pocket_labels

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Pocket Label Printing Contributed by Elaine Hardy If you include pocket labels on your items you can set up Evergreen to print them as the spine labels are printed. You will need to set up both Evergreen and your computer for the label stock you use.

printing_spine_labels

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

This Page Contains Out of Date Material and Needs Updating or Revising; Not Flagged for Removal Spine Label Printing Contributed by Elaine Hardy Spine and pocket labels can be printed from several places in Evergreen, depending on the needs of your workflow. You can print labels, either single or multiple, as you add your copies to a record or you can batch print labels at any time after the copy is added.

quick_and_dirty_i_just_want_some_numbers

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Getting Started :!: This document is still in progress. I plan to add images soon. Start in Admin -> Local System Administration -> Reports. 1. Under My Folders, in Templates, create a folder name (or names) for the various types of report templates you might be creating. For instance, you could name one Circ, one Patrons, one Items, one Holds, and etc. For now, if you want the folders to list in alphabetical order, create them in alphabetical order. See,

registering_staff_client_to_different_working_locations

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

We should deprecate this page. Three is a better way to handle multiple workstations: http://pines.georgialibraries.org/creating-evergreen-workstation-profiles ---------- Registering an Evergreen Staff Client to Different Working Locations (In Windows) Introduction Sometimes, an administrator may need to log on from different working locations. For example, if one wishes to edit Shelving Locations, one may only do so for the registered location of their current Workstation. If my Workstat…

renewals

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen--Staff Documentation Renewals You can renew items checked out, up to the number of renewals allowed by policy. If the situation warrants, you may override the policy and renew the item again. Complete the following steps to renew an item.

reporting_data_dictionary

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

AC Display Label DB Name Type BarcodebarcodetextUserusrlink ACIRC Display Label DB Name Type Check In Librarycheckin_liborg_unitCheck In Staffcheckin_stafflinkCirculating Librarycirc_liborg_unitCirculating Staffcirc_stafflinkDesk Renewaldesk_renewalbool

searching_the_bibliographic_database

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Searching the Bibliographic Database Search the catalog by selecting Search > the Catalog in the Evergreen menu or pressing F3 on the keyboard. The search page opens in the current tab. Here are some important quick facts to remember when searching the bibliographic database.

searching_the_patron_database

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Searching the Patron Database You can find patrons in the database by looking them up using their library card barcode, or you can search for them based on their name, address, or other information. Once you locate a patron record, you can view information about the patron or perform functions such as checking out books and paying bills.

shelving_locations

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Copy Locations Editor In Evergreen, libraries may elect to create local shelving areas. For example, if your library has a garden room, you can create it and place books within that shelving location. Only the library that "owns" that shelving location will see it. Patrons will see this shelving location in the OPAC when they view materials.

staff_faq

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Evergreen--Staff FAQ How Do I Display an Item's Price? NOTE: If the system had no price for a book when the data was first imported into Evergreen, a PINES-manadated default price of $25 was added. * Start from either the [Items Out] section of a patron's record or from the Copy Status screen.

statistical_categories

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Statistical Category Editor There are two basic types of Statistical Categories: * Patron * Copy Statistical Categories are like "tags" that can be applied to patrons or items. For example, you may want to track a special collection at your library. This would be a good use of an item statistical category. You would create and apply this statistical category to the items in this collection that you want to specifically track.

step_by_step_example_templates_to_create

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

still working on doc.... Classic Circulation What do you want to Display? Library Circulation Modifier Legacy Cat 1 Legacy Cat 2 Count What do you want to Filter? Library Date = Year and Month Go to Sources dropdown and select Classic Circulations View Click on Classic Circulations View to fill in Field Names

stock_permission_groups

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

surveys

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Surveys

templates_definitions_and_reports

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

This document is under construction. Please feel free to direct discussion to the PINES-DEV or OPEN-ILS-DEV mailing lists. If anyone would like to help us with documentation, please inquire at feedback@open-ils.org The report interface First, access the reporting interface from Admin

the_parts_of_evergreen

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments The Parts of Evergreen There are three major "parts" of Evergreen: * Staff Client. This is the part of the software that library staff will be most familiar with, and will utilize the most in their day-to-day responsibilities. It's the part of the software the library staff use to interact with the Evergreen software.

troubleshooting

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

User Comments Troubleshooting tips for the end user The Basics Installing and Running the Staff Client Workstation Names Navigating a Tabbed Interface Searching the Bibliographic Database Searching the Patron Database Circulation Checkout Pre-cataloged Material Checkout

what_is_evergreen

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments What is Evergreen? Evergreen is a library automation software product. It assists libraries in day-to-day operations such as checking out materials, keeping track of patrons, and providing a web-based library catalog. The majority of the workings of Evergreen are behind the scenes, and users (or patrons) rarely see anything behind the web catalog. The library staff, on the other hand, spend much of their day utilizing the software in order to do their jobs eff…

workstation_names

Anonymous (anonymous@undisclosed.example.com) — 2022-02-10T18:34:57+00:00

Table of Contents User Comments Workstation Names The Evergreen staff client must be assigned to a library and given a unique name before it will connect fully to the Evergreen server. The only restriction is that the workstation's name must be unique within the assigned library. Make sure to select a workstation name that you will remember later, and reflects the role, purpose, and/or location of a particular computer. These names will come up later in statistical reporting, and can also be…