Sitka Evergreen Training Manual

Version 1.0 for Evergreen 1.6

Last updated Aug 26, 2010


Table of Contents

I. Introduction
1. Revisions to Version 1.0
2. Sitka and Evergreen Resources
Sitka Community Documentation
3. Sitka Evergreen Support
How to Contact Support
Guidelines for Support Requests
RT Self Service
Create New Tickets
View and Add to Existing Tickets
Review Closed Tickets
Ticket Status
4. Getting Started
Logging in to Evergreen
Navigation
Customizing the Staff Client
II. Circulation
5. Patron Records
Searching Patrons
Registering New Patrons
Account Status by Colour Code
Updating Patron Records
Updating patron information
Renewing library cards
Marking library cards lost
Resetting patron's password
Barring a patron
Patron Alerts and Notes
Alerts
Notes
Merging Patron Records
Merging patron records on Patron Search screen
Merging patron records on Patron Group screen
6. Circulation
Check Out (F1)
Check In (F2)
Renewal and Editing Item's Due Date
Marking Items Lost and Claimed Returned
In-house Use (F6)
Item Status (F5)
7. Bills and Payments
Circulation vs. Grocery Bills
Making Payments
Voiding Bills
Adding New "Grocery" Bills
Bill History
Refund
8. Holds
Placing Holds
Managing Holds
Holds Pull List
Capturing Holds
Find Another Target for Holds
Holds Shelf List
9. Items in Transit
When will an item go In Transit?
How to receive In transit items?
Transit List
Aborting Transits
10. Offline Transactions
Patron Registration
Check Out
Renew
In House Use
Check In
Uploading offline transactions
III. Cataloguing
11. Searching the Database for Cataloguing Purposes
Quick Search
MARC Expert Search
12. Adding holdings to title records
New Copies and Holds
13. Copy Alerts
14. Importing MARC records via Z39.50 interface
15. Uploading MARC files
16. Creating New MARC Records and Understanding Minimum Required MARC Tags
Creating New MARC Records
Sitka’s Minimum MARC record
17. Working with the MARC Editor
Editing MARC Records
MARC Record Leader and MARC fixed field 008
18. Overlaying MARC Records
19. Cataloguing Templates
Creating Item Templates
Using Item Templates
Exporting Item Templates
Importing Templates
20. Using buckets
Creating Record Buckets
Adding Records to Buckets
Adding Copy Records to Copy Buckets
Working with Records in a Bucket
Removing a Record from a Bucket
Retrieving Shared Buckets
21. Merging Bibliographic Records in Evergreen
22. Deleting bibliographic, volume, and copy records
Deleting copy records
Deleting volume records
Deleting MARC records (bibliographic or title records)
IV. OPAC
23. Search the catalogue
Basic Search
Advanced Search
Search Tips
Search Methodology
Search Results
24. My Account
Logging into Your Account
Account Information
My Bookbags
V. Reports
25. Reports overview
26. Folders
Creating Folders
Managing Folders
27. Creating Templates
Choosing Report Fields
Applying Filters
28. Generating Reports from Templates
29. Viewing Report Output
30. Cloning Shared Templates
31. Running Recurring Reports
32. Template Terminology
VI. Administration
33. Local Administration Menu
Overview
Receipt Template Editor
Adding an image
Line Item
Editing the footer
Exporting templates
Importing Templates
Global Font and Sound Settings
Printer Settings Editor
Closed Dates Editor
Libraries in the Mountain Time Zone
Copy Locations Editor
Library Settings Editor
Settings Overview
Non-Catalogued Type Editor
Group Penalty Thresholds
Penalty threshold inheritance rules
Creating local penalty thresholds
Deleting or editing local penalty thresholds
Statistical Categories Editor
Surveys
Cash Reports
34. Server Administration: Organizational Units
Library Hours of Operation
Library Addresses
35. Deleting Inactive Cards and Patron Accounts
Deleting Inactive Cards
Deleting Patron Accounts
36. Overdue and Hold Notices
37. Managing Internet OPAC Stations
38. Evergreen System Requirements
39. Staff Accounts
Staff Account Permissions
Granting Additional Permissions

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