1.1. NC Cardinal resources

Niche Academy

Self-Paced Modules

The NC Cardinal Circulation Training unit is made up of 8 lessons focused on basic Circulation functions and workflows. Topics include Circulation Policies, Checking Items Out, Checking Items In, Renewals, Non-Standard Circulations, Managing Items from teh Item Status Screen, Chanigng Barcodes, and Managing Items from the Patron Account.

1.2. External Resources

Training Resources from other Consortia

Evergreen Indiana Circulation video playlist

BC Libraries Cooperative/Sitka "VIewing Your Circulation Policies"

2.1. Logging in and out

How to Log In and Out of the Evergreen Staff Client

Basic Login 

1. The default URL to log into the client is https://system.nccardinal.org/eg/staff/login.

   Note: The system is the short code for your library system in Evergreen (e.g. appalachian, forsyth, neuse)

2. Enter your Username and Password.
3. If you have not already done so, register a workstation.
4. Verify that the correct workstation is selected and click Sign In

Logging Out 

To log out of the client:

Note: Exiting all browser windows will automatically log you out of the web client. If you only close the tab where the web client is loaded, you will remain logged in.

2.2. Registering a Workstation

2.3. Add Additional Workstation

How to Add Additional Workstations

Sometimes staff need to log into a different workstation on their computer. For example, if staff need to perform work for a bookmobile or outreach branch, they may need to log in at that location. It is important to be sure to change the location back to the branch where staff are physically located when finished with the work for the bookmobile or outreach branch, otherwise tasks performed from that workstation will not reflect the correct branch for transactions — check out, checkin, etc.

To add a different workstation, go to Administration → Workstation. Then, click on Registered Workstations.

Select the new workstation branch (i.e. bookmobile or outreach branch) from the dropdown menu and enter the usual workstation name (do not alter the workstation name, only the branch). The workstation name should be the same one consistently assigned to that PC/laptop.

You may get a popup message saying that the workstation name already exists. Click OK/Continue.

Choose the new workstation location from the Workstations Registered With This Browser menu and click Use Now:

You will be required to enter your username and password again, as when you register a workstation for the first time when logging into Evergreen.

2.4. Change Operator

How to Change Operators

If you need a higher level permission group to perform an action - such as an override - temporary credentials can be added by another staff member. Or, if a staff member with higher permissions will remain on the computer for an extended period of time and needs to perform relevant activities (e.g. a cataloger is covering the desk at lunch and will be cataloging items) staff can make the operator change persistent.

Click on the little grey "hamburger" menu button to the right of your user name in the top-right corner of the window. Select Change Operator. A popup box will appear. 

Enter the username and password for the staff member with higher permissions. Select Temporary for a temporary override or Persistent if the new user needs to remain logged in for more than a short period of time. 

If you need to revert back to the original staff account, go to the menu and choose Restore Operator.

3.1. Setting Browser Defaults for Web Client

Setting the Web Client as the Home Page in Chrome

1. In the top-right corner of your browser, click the Chrome menu.
2. Select Settings.

    3. Under Appearance, slide Show home button on.

    4. Click on Enter custom web address

    5.  Add  https://system.nccardinal.org/eg/staff/login to the Enter URL box and click OK.  Note: The system is the short code for your library system in Evergreen (e.g. appalachian, forsyth, neuse).

 

 

3.2. Pop-up Blockers

3.3. Tab Buttons and Keyboard Shortcuts

Navigating Browsers Using Tab Buttons and Keyboard Shortcuts

Users can use browser-based tab controls and keyboard shortcuts to help with navigation. Below are some tips for browser navigation that can be used in Chrome and Firefox on Windows PCs.

Keyboard Shortcuts

Both Chrome and Evergreen provide keyboard shortcuts to help improve navigation efficiency. Some of the most common are listed below.

Circulation Basics video clip: Keyboard shortcuts

Navigation Keyboard Shortcuts

• New Tab: Ctrl+T
• New Windwon: Ctrl+N
• Close Tab: Ctrl+W
• Close Window and All Tabs: Ctrl+Shift+W
• Close Window: Ctrl+Q
• Logout(Quit): Alt+Shift+Q
• Navigate Home: Alt+H
• Display Content Menu: Shift+F10
• Display AccessKey Info Dialog: Ctrl+H

Circulation Keyboard Shortcuts

• Check Out/Retrieve Patron by Barcode: F1
• Check In: F2
• Register Patron: Shift+F1
• Renew Items: Ctrl+F2
• Capture Holds: Shift+F2
• Search the Catalog: F3
• Search for Patrons: F4
• Show Item Status by Barcode: F5
• Record In-house Use: F6
• Retrieve Last Patron: F8
• Reprint Last Receipt: F9

Cataloging Keyboard Shortcuts

• Search the Catalog: F3
• Retrieve Record by TCN: Shift+F3
• Show Item Status by Barcode: F5
• Retrieve Last Bib Record: Shift+F8
• Create New MARC Record: Ctrl+F3

Note: You can download the print-ready pdf of keyboard shortcuts attached to this page.

3.4. Clearing your cache

How to clear out your workstation cache. Specifically the Index DB databases:

On Firefox:

 

Browser developer tools (F12) -> Storage -> Indexed DB -> Right - click and "delete"

On Chrome:

Browser developer tools (F12) -> Application -> Storage -> IndexedDB ->  cache -> "Delete database"

4.1. Setting Search and Sound Defaults

Circulation Basics video clip: change workstation settings

4.2. Column Picker

Column Picker and Grid Navigation

All data lists in the client can be configured to display the data columns you need, in the order you prefer.

Out of the box, most lists include columns that do not provide useful data and take up critical space. Libraries should review the different functions and lists to determine the most useful set of columns for their work flow. Ideally, all circulation workstations should be updated to share the same column configurations. Always be sure to save any column configurations you wish to keep.

For special projects or specific information needs, column configuration can be changed but not saved so the display only lasts as long as the tab open.

Column Picker

When working in a screen that populates a long list, such as the patron search, you may see a down arrow included in the navigation menu above the list. This is the column picker drop down menu. You can click on the column picker drop-down menu to change which columns are displayed.

Selecting Columns

You can change the columns in the list display by clicking on the items you would like to change. Items indicated with an "x" are not currently displayed, but you can click on them to include them. Items indicated with a check mark are currently included in the display, but can be removed by clicking on them. The popup saves changes as they are made.

Configuring Columns

For more advanced control of column visibility and their position in the grid, choose Manage Columns from the menu.  Columns at the top of the Grid Columns Configuration box will appear to the left side of the list. You can change this order by clicking on icons in the "Move Up", "Move Down," "First Visible," and "Last Visible" columns.

To adjust the width of columns, choose Manage Column Widths from the column picker drop down menu, then click the "Expand" or "Shrink" icons in each column. These can be clicked multiple times to reach the desired width.

Changes to column order or column width are not sticky and will reset if you leave the page. After customizing the display you may save your changes by choosing Save Columns from the drop-down menu. These settings are stored in the browser and are not connected with a specific login or registered workstation. Each computer will need to be configured separately.

5.1. Check Out

Checking Out Regular Items

To check out an item click Check Out Items from the Circulation and Patrons toolbar on the home page, or select Check Out from the Circulation drop down menu.

 

Scan or enter patron’s barcode and click Submit if entering barcode manually. If scanning, number is submitted automatically.

Scan or enter item barcode manually, clicking Submit if manual.

Due date is now displayed.

When all items are scanned, click the Done button to generate slip receipt or to exit patron record if not printing slip receipts.

Due Dates

Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and inserted into circulation records if the Specific Due Date checkbox is not selected on the Check Out screen. The Specific Due Date checkbox allows you to set a different due date to override the pre-set loan period.

Before you scan the item, select the Specific Due Date checkbox. Enter the date in yyyy-mm-dd format. This date applies to all items until you change the date, de-select the Specific Due Date checkbox, or quit the patron record.

Checking out Pre-cataloged Items

1. Go to patron’s Check Out screen.
2. Scan the item barcode.
3. At prompt, enter the required information.
4. Click Precat Checkout.

Note

This screen does not respond to the enter key or carriage return provided by a barcode scanner when the cursor is in the ISBN field. This behavior prevents pre-cataloged items from being checked out before you are done entering all the desired information.

Tip

On check-in, Evergreen will prompt staff to re-route the item to cataloging. Staff should never edit the UNCATALOGED item record attached to TCN -1 for these pre-cataloged circulations. There are instructions for correctly transferring the barcode to an appropriate bib record in the Moving Pre-cataloged Items to the Correct Bib Record page of the Cataloging knowledge book.

Open Circulation Already Exists

If a patron brings an item to the desk to check out that is already checked out (by a different patron), you will see the message below. Be sure to check the Forgive fines? box if you do not want to charge the previous patrons overdue fines (assuming that the item was found on the shelf after not being checked in properly by staff when the previous patron returned it).

Email Checkout Receipts

This feature allows patrons to receive checkout receipts through email at the circulation desk and in the Evergreen self-checkout interface. Patrons need to opt in to receive email receipts by default and must have an email address associated with their account. Opt in can be staff mediated at the time of account creation or in existing accounts. Patrons can also opt in directly in their OPAC account or through patron self-registration. This feature does not affect the behavior of checkouts from SIP2 devices.

Staff Client Check Out

When a patron has opted to receive email checkout receipts by default, an envelope icon representing email will appear next to the receipt options in the Check Out screen. A printer icon representing a physical receipt appears if the patron has not opted in to the default email receipts.

Staff can click Quick Receipt and the default checkout receipt option will be triggered—an email will be sent or the receipt will print out. The Quick Receipt option allows staff to stay in the patron account after completing the transaction. Alternatively, staff can click Done to trigger the default checkout receipt and close out the patron account. By clicking on the arrow next to the Quick Receipt or Done buttons, staff can select which receipt option to use, regardless of the selected default. The email receipt option will be disabled if the patron account does not have an email address.

Self Checkout

In the Self Checkout interface, patrons will have the option to select a print or email checkout receipt, or no receipt. The radio button for the patron’s default receipt option will be selected automatically in the interface. Patrons can select a different receipt option if desired. The email receipt radio button will be disabled if there is no email address associated with the patron’s account.

Opt In

Staff Mediated Opt In At Registration

Patrons can be opted in to receive email checkout receipts by default by library staff upon the creation of their library account. Within the patron registration form, there is a new option below the Email Address field to select Email checkout receipts by default?. Select this option if the patron wants email checkout receipts to be their default. Save any changes.

Staff Mediated Opt In After Registration

Staff can also select email checkout receipts as the default option in a patron account after initial registration. Within the patron account go to Edit and select Email checkout receipts by default?. Make sure the patron also has an email address associated with their account. Save any changes.

Patron Opt In – Self-Registration Form

If your library offers patrons the ability to request a library card through the patron self-registration form, they can select email checkout receipts by default in the initial self-registration form:

Patron Opt In - OPAC Account

Patrons can also opt in to receive email checkout receipts by default directly in their OPAC account. After logging in, patrons can go to Account Preferences→Notification Preferences and enable Email checkout receipts by default? and click Save.

Email Checkout Receipt Configuration

Email checkout receipts will be sent out through a Notifications/Action Trigger called Email Checkout Receipt. The email template and action trigger can be customized by selecting  Local Administration from the Administration menu, navigating to Notifications/Action Trigger and finding Email Checkout Receipt.

 

5.2. Check In

To check in an item click Check In Items from the Circulation and Patrons toolbar, or select Check In from the Circulation menu.

Scan item barcode or enter manually and click Submit.

If there is an overdue fine associated with the checkin, an alert will appear at the top of the screen with a fine tally for the current checkin session. To immediately handle fine payment, click the alert to jump to the patron’s bill record.

Backdated check in

To change effective check-in date, select Check In Items from the Circulation menu. In the Effective Date field enter the date in yyyy-mm-dd format.

The new effective date is now displayed in the red bar above the Barcode field.

Move the cursor to the Barcode field. Scan the items. When finishing backdated check-in, change the Effective Date back to today’s date.

Backdate Post-Checkin

After an item has been checked in, you may use the Backdate Post-Checkin function to backdate the check-in date.

Select the item on the Check In screen, select Backdate Post-Checkin from the Actions menu.

In the Effective Date field enter the date in yyyy-mm-dd format. The check-in date will be adjusted according to the new effective check-in date.

5.3. Renewal and Editing the Item's Due Date

How to Renew Checked-out Items

Checked-out items can be renewed if your library’s policy allows it. The new due date is calculated from the renewal date. Existing loans can also be extended to a specific date by editing the due date or renewing with a specific due date.

Renewing via a Patron’s Account

1. Retrieve the patron record and go to the Items Out screen.
2. Select the item you want to renew. Select Renew from the Action menu.
3. If you want to renew all items in the account, click Renew All instead.
4. If you want to specify the due date, click Renew with Specific Due Date. You will be prompted to select a due date. Once done, click Apply.

 

Renewing by Item Barcode

1. To renew items by barcode, select Renew Items from the Circulation menu.
2. Scan or manually enter the item barcode.
3. If you want to specify the due date, click Specific Due Date and enter a new due date in yyyy-mm-dd format.

1. Retrieve the patron record and go to the Items Out screen.
2. Select the item you want to renew. Select Edit Due Date from the Actions menu.
3. Enter a new due date in yyyy-mm-dd format in the pop-up window, then click OK.

Note: Editing a due date is not included in the renewal count.

5.4. Lost Items

Working with Lost Items

Once an item has been overdue for the (configurable) amount of time established by your library system, Evergreen will mark the item Lost in the borrowing patron’s account. This will be done automatically through a Notification/Action Trigger. The Lost item is still "checked out" to the patron and that circulation transaction remains open until the item is returned or the bill for the item is paid.

When the item is marked Lost, several actions will take place:

Optionally the patron can be billed for the item price, a lost processing fee, and any overdue fines can be voided from the account. Lost items can be included either in the "Items Checked Out" or "Other/Special Circulations" sections of the "Items Out" view of a patron’s record. These options are all controlled by library settings. Patrons can also be sent an email or print notification that the item was marked lost and billed to their library account.

1. To mark items Lost manually, retrieve patron record and click Items Out.
2. Check the box to the left of the item to select it.
3. Select Mark Lost (by Patron) from the Actions menu.
4. The lost item now displays as lost in the Other/Special Circulations section of the patron record.
5. The lost item also adds to the count of Lost items in the patron summary on the left (or top) of the screen.

 

5.5. Claims Returned Items

1. To mark an item Claims Returned, retrieve the patron record and go to the Items Out screen.
2. Select the item, then select Mark Claims Returned from the dropdown Actions menu.
3. Enter date in yyyy-mm-dd format.
4. Click Submit.
5. The Claimed Returned item now displays in the Other/Special Circulations section of the patron record.
6. The Claimed Returned item adds to the count of items that are Claimed Returned in the patron summary on the left (or top) of the screen. 

More on Claims Returned Items 

• The date entered for a Claims Returned item establishes the fine. If the date given has passed, bills will be adjusted accordingly.
• When a Claims Returned item is returned, if there is an outstanding bill associated with it, the item will not disappear from the Items Out screen. It will disappear when the outstanding bills are resolved.
• When an item is marked Claimed Returned, the value in Claims-returned Count field in the patron record is automatically increased. Staff can manually adjust this count by editing the patron record.
  
• Claims Returned is a fine stop reason in Evergreen AND an item status. The item status of the item that the patron claimed to return is set to Claimed Returned, which means it is no longer OPAC visible nor holdable. The item will remain on the patron account (not accruing fines or changing to Lost status) until the item is checked in. 

• The library setting that governs any given Claims Returned is the library setting at the library WHERE the item circulated. 

Claims returned Policies and Best Practices

Currently, it is up to each library system to determine how they choose to handle their own claims returned items and patrons. In Evergreen, the item remains on the patron record until the item is checked in, either because it is found/returned by the patron or found/discarded by the library.

If the item is owned by a different system and was checked out to the patron via resource sharing, any action to discard the item should be left to the owning library. There is not currently a consortium-wide policy for handling resource-sharing items that have been marked as claimed returned in a patron record. Each resource-sharing situation would need to be handled on a case-by-case basis, with the system that checked out the item contacting the owning library system to see how they can amicably resolve the situation.

Note: If library policy requires claims returned items to show as checked-in, staff should manually change the status, as the Claims Returned flag does not properly close the open circulation transaction on the patron account. Checking in the item is the only correct way to close the open transaction for an item marked Claims Returned.

5.6. In-House Use

When recording usage on an item that cannot be removed from the library, such as reference materials or some types of technology, some libraries choose to record usage of these materials as In-house Use. 

1. Select Record-In House Use from the Circulation menu or press F6.
2. Choose either barcode or non-cataloged type from drop-down menu, and click Submit.
3. Enter number of uses, scan or type barcode if necesarry, and click Submit.

Note: The statistics of in-house use are separated from circulation statistics. The in-house use count of cataloged items is not included in the items' total use count. There are several report templates to get in-house use statistics in the Centralized Report Templates →  In House and Non-cataloged Templates folder.

5.7. Item Status

Item Status Screen

The Item Status screen is very useful. Many actions can be taken by either circulation staff or catalogers on this screen. Here we will cover some circulation-related functions, namely checking item status, viewing past circulations, inserting item alert messages, marking items missing or damaged, etc.

As is true with many actions in Evergreen, there are multiple ways to navigate to the Item Status screen. One way for staff to see the Item Status for a particular item is to click on the View link underneath the barcode in the Item Table in the bibliographic record.

Navigating from Search menu

1. To check the status of an item, select Search → Search for copies by Barcode from the portal home page or use the keyboard shortcut (F5).
   
2. Scan the barcode for your item or type it and click Submit. The current status of the item is displayed with selected other fields. You can use the column picker to select more fields to view.
3. Choose File allows you to load multiple items saved in a csv file on your local computer. The file contains a list of the barcodes in text format. To ensure smooth uploading and further processing on the items, it is recommended that the list contains no more than 100 items.
   
4. Click the Detail View toggle button and the item summary and circulation history will be displayed.
5. If the item’s status is Available, the displayed due date refers to the previous circulation’s due date.
6. Click List View to toggle back to the list.

 

Click on the Recent Circ History tab to see the two most recent circulations displayed.

You can also select the Circ History List tab to see more circulation history. The number of items that displays in the Circ History List can be set in the Local Administration interface, under Library Settings Editor.

To retrieve the patron(s) of the last circulations, click on the name of the patron. The patron record will be displayed.

Item Alerts can be applied to items when a popup message may be beneficial to alert staff to information or actions they should take. Libraries may use these alerts to notify staff of the number of discs for an audiovisual item, for example. Temporary alerts can be added at checkout to let staff know to give the item to a cataloger or other staff person to repair damage (such as to tape a page or replace call number label) once the item is returned.

Staff can find the buttons to add or manage Item Alerts at the bottom of the far left column on the Item Status screen. Staff can also make these changes in the Holdings Editor screen (see the Editing or Weeding Items page). 

Click on Add to apply new alerts or Manage to edit existing alerts.

Most alerts will be applied to Normal checkin and Normal checkout, but there are other options under Type. If an alert is intended to be temporary, check the Temporary box. Checking the Clear? box will remove the alert.

Alerts will display based on Type, for example at checkin, and Temporary alerts can be resolved by clicking on the Clear button.

5.8. Item Inventory

Inventory Dates

Evergreen provides an option to add an inventory date to items to facilitate the process of performing inventory in libraries. Both the Inventory Date and the Inventory Workstation are displayed on the Item Status details screen.

Staff can add an inventory date to an item in one of the following ways:

Note: If a library intends to use an inventory wand in conjunction with their RFID, existing SIP accounts can be utilized for the inventory wand.

Inventory Report Templates

There are a number of report templates available in the Inventory and Weeding Templates and the Item Templates folders that can be used as part of the inventory process.

In the reports Interface, locate the Shared Folders. You can find the Inventory templates in the shared templates Folder labeled Admin.

1. Find the Centralized Reports templates subfolder and expand it. 
2. Expand the Inventory and Weeding templates subfolder.
3. Choose Counts if you're looking for a list with circulation counts.
4. Choose Lists if you're looking for a shelf list.
5. Be sure to clone any templates you wish to use before running your report.

5.9. Editing or Weeding Items

How to Edit or Weed Items

Editing Call Number and Item Records

Only certified Item Cats and Bib Cats can add or delete items, but Circulators have permissions to edit Item Attributes such as the Barcode, Call Number, Shelving Location, or Item Status of items, and may do so as determined by their local library system procedures and according to the requirements below. 

There are several ways to access the Holdings Editor - the interface to edit all holdings data - including via the OPAC View or the Actions menu on the Item Status screen.

The bibliographic record detail page displays library holdings, including the call number, shelving location, and item barcode. Within the Item Table tab in the staff client, the list of holdings displays two links, view and edit, underneath the item barcode(s).

Clicking on the view link opens the Item Status screen for that specific item.

Clicking on the edit link opens the Holdings Editor screen for that specific item.

Actions Menu

The Actions menu for items includes the option to Edit the Call Number or Item, such as in the Item Status screen, where you can select from the Edit menu options.

Edit Call Number

1. Click on the Actions menu and select Edit Call Number
2. Make your change in the Call Number Label field
3. Click Save & Exit at the bottom of the screen.

Editing Shelving Location

Circulation staff can edit the Shelving Location of items either individually or in batch using the Item Status screen (by importing a CSV file of item barcodes or scanning barcodes) or by adding multiple items to an item bucket. It is totally fine to change the Shelving Location of an item that is in a Checked out, In transit, or On Holds Shelf status. If items are Checked out when the shelving location is changed, for instance, they will automatically be routed to the new shelving location upon checkin.

Changing Item Status

Unlike edits to Shelving Location, before staff manually change any item's status, the item must be in the staff member's hands and already be in an Available or Reshelving status (or checked in first, to achieve an Available/Reshelving status). Do NOT manually change the item status from Checked out, In transit, Long Overdue, Lost, Lost and Paid, or On holds shelf to another status using the Item Editor screen, as this simply relabels the items and does not close the underlying transaction correctly in the patron account (for Checked Out, Lost, Long Overdue, or Lost and Paid); or target a new item to fill the patron hold (for In transit or On holds shelf items).

For example, you would never want to manually change an item from a Checked out status to Available (or any other item status, for that matter) instead of checking in the item, because that manual action does not close out the open circulation transaction on the patron account. The same would be true for a manual status change from In transit or On Holds Shelf to something else (such as Available). Evergreen needs to close out those automated processes and transactions during checkin. 

 Items marked Missing that cannot be found should also be checked in to an Available or Reshelving status before staff change to Discard/Weed status or delete the item. This prevents the items from continually showing up on missing items reports.

Editing Other Item Attributes

1. Click on the Actions menu and select Edit Item
2. Make your change in the fields you wish to change (shelving location, item status, etc.)
3. Click Save & Exit at the bottom of the screen

Staff can also navigate to this screen from the OPAC View tab in the bibliographic record by clicking on the Edit link for a specific item (next to the View link that takes you to the Item Status screen).

Replace Barcode

1. Click on the Actions menu and select Replace Barcodes
2. The original barcode will be supplied in the first field from the Item Status screen
3. Enter the new barcode number in the second field

Staff can also navigate from the Circulation menu Circulation → Replace Barcode, but will need to scan the original barcode in the first field before entering the new barcode in the second field. This can be a useful way to rebarcode multiple items.

Weeding Items

Circulators can change the status of items to Discard/Weed and/or add items to a shared bucket to allow catalogers to delete items in batch, even after the physical items have already been discarded.

Report Templates for Weeding

Within the Evergreen staff client, select Reports from the Administration box on the right of the Evergreen home screen or from the Administration dropdown menu.

You can find a list of available shelf list report templates in the Centralized Report Templates folder. To access this folder, go to the Admin folder in the Shared Folders section and locate the Centralized Report Templates subfolder. In here you can find the Inventory & Weeding Templates subfolder. You can find a video overview of the reports module and instructions for running report templates in the Reports knowledge book.

6.1. Self Checkout Station

Self Check Interface

Evergreen includes a self check interface designed for libraries that simply want to record item circulation without worrying about security mechanisms like magnetic strips or RFID tags. Please refer to the Self Checkout Station section of the Administration Manual for Libraries knowledge book. 

7.1. Basic Search

7.2. Advanced Search

How to Perform an Advanced Search

From the OPAC

Advanced searching is available in the OPAC to allow users to perform more complex searches by providing more options. The available search options are the same as on the basic search. But you may use one or many of them simultaneously. Many kinds of searches can be performed from the Advanced Search screen. You can access it by clicking Advanced Search on the catalog Homepage or search results screen. If you want to combine more than three search options, use Add Search Row button to add more search input rows. Clicking the X button will close the search input row.

From the Staff Interface

Similar options are available from the staff interface, baked into the keyword search. You can access them from the catalog search by clicking on the three dot "More Options" icon to the right of the search bar (to pull up filters) and the plus sign icon to add additional fields.

The available search options are the same as on the basic search. But you may use one or many of them simultaneously. 

By default, the search results are in order of greatest to least relevance, see Order of Results. In the sort results menu you may select to order the search results by relevance, title, author, or publication date.

In the OPAC, the current search library is displayed under the Library drop down menu. By default it is your library. The search returns results for your local library only. If your library system has multiple branches, use the Search Library box to select different branches or the whole library system.

In the staff interface, you can select the library from the drop down menu in the top right corner of the page.

Select Limit to Available to limit results to those titles that have items with a circulation status of "available" (by default, either Available or Reshelving).

This checkbox is below Limit to Available. Select Exclude Electronic Resources to limit results to those bibliographic records that do not have an "o" or "s" in the Item Form fixed field (electronic forms) and overrides other form limiters.

Search Filters

You can filter your search by Item Type, Item Form, Language, Audience, Video Format, Bib Level, Literary Form, Shelving Location, Search Library, and Publication Year. Publication year is inclusive. For example, if you set Publication Year between 2005 and 2007, your results can include items published in 2005, 2006 and 2007.

For each filter type, you may select multiple criteria by holding down the CTRL key as you click on the options. If nothing is selected for a filter, the search will return results as though all options are selected.

Search Filter Enhancements

Enhancements to the Search Filters now make it easier to view, remove, and modify search filters while viewing search results in the Evergreen OPAC. Filters that are selected while conducting an advanced search in the Evergreen OPAC now appear below the search box in the search results interface.

For example, the screenshot below shows a Keyword search for "violin concerto" while filtering on Item Type: Musical sound recording and Shelving Location: Music.

In the search results, the Item Type and Shelving Location filters appear directly below the search box.

Each filter can be removed by clicking the X next to the filter name to modify the search within the search results screen. Below the search box on the search results screen, there is also a link to Refine My Original Search, which will bring the user back to the advanced search screen where the original search parameters selected can be viewed and modified.

If you have details on the exact item you wish to search for, use the Numeric Search tab on the advanced search page. Use the drop-down menu to select your search by ISBN, ISSN, Bib Call Number, Call Number (Shelf Browse), LCCN, TCN, or Item Barcode. Enter the information and then click the Search button.

If you are familiar with MARC cataloging, you may search by MARC tag in the Expert Search option on the left of the screen. Enter the three-digit tag number, the subfield if relevant, and the value or text that corresponds to the tag. For example, to search by publisher name, enter 264 b Random House. To search several tags simultaneously, use the Add Row option. 

7.3. Browse the Catalog

Browse the Catalog

Browse the Catalog is a search option that enables you to browse materials available in the catalog.

You can click the hyperlinked bibliographic headings to retrieve catalog records that contain these headings. Also, if a given bibliographic heading is linked to an authority record, and if that authority is linked to another one via the first authority’s See and See Also tags, the additional variants of (e.g.) an author’s name will appear in your search results.

Authorities Headings

Browse the Catalog is the best way to search for authorities headings when performing checks after the quarterly Marcive authorities update (a process described in the Knowledge Books). This can be a useful tool when searching for outdated or problematic subject headings that may have been missed during the update and still need correction by catalogers. If a staff member or patron comes across one such heading, they may wish to inform a staff member with bibliographic cataloging permissions so that they appropriate changes or corrections can be made.

7.4. Search Tips

Tips for Searching the Catalog

Evergreen tries to approach search from the perspective of a major search engine: the user should simply be able to enter the terms they are looking for as a general keyword search, and Evergreen should return results that are most relevant given those terms. For example, you do not need to enter author’s last name first, nor do you need to enter an exact title or subject heading. Evergreen is also forgiving about plurals and alternate verb endings, so if you enter dogs, Evergreen will also find items with dog.

Boolean operators

Classic search interfaces (that is, those used primarily by librarians) forced users to learn the art of crafting search phrases with Boolean operators. To a large extent this was due to the inability of those systems to provide relevancy ranking beyond a "last in, first out" approach. Thankfully, Evergreen, like most modern search systems, supports a rather sophisticated relevancy ranking system that removes the need for Boolean operators in most cases.

By default, all terms that have been entered in a search query are joined with an implicit AND operator. Those terms are required to appear in the designated fields to produce a matching record: a search for golden compass will search for entries that contain both golden and compass. Two phrases are also joined by an implicit and, so a search for "golden compass" "dark materials" is equivalent to golden compass and dark materials.

Words that are often considered Boolean operators, such as AND, OR, and NOT, are not special in Evergreen: they are treated as just another search term. For example, a title search for golden and compass will not return the title Golden Compass.

However, Evergreen does support Boolean searching for those rare cases where you might require it, using symbolic operators as follows:

7.5. Search URL

The qtype parameter in the URL represents the search type values and represent one of the following search or request types:

These match the options in the search type drop-down box.

7.6. Search Methodology

A search for dogs will also return hits with the word dog and a search for parenting will return results with the words parent and parental. This is because the search uses stemming to help return the most relevant results. That is, words are reduced to their stem (or root word) before the search is performed.

The stemming algorithm relies on common English language patterns - like verbs ending in ing - to find the stems. This is more efficient than looking up each search term in a dictionary and usually produces desirable results. However, it also means the search will sometimes reduce a word to an incorrect stem and cause unexpected results. To prevent a word or phrase from stemming, put it in double-quotes to force an exact search. For example, a search for parenting will also return results for parental, but a search for "parenting"will not.

Understanding how stemming works can help you to create more relevant searches, but it is usually best not to anticipate how a search term will be stemmed. For example, searching for gold compass does not return the same results as golden compass, because -en is not a regular suffix in English, and therefore the stemming algorithm does not recognize gold as a stem of golden.

By default, the results are listed in order of relevance, similar to a search engine like Google. The relevance is determined using a number of factors, including how often and where the search terms appear in the item description, and whether the search terms are part of the title, subject, author, or series. The results which best match your search are returned first rather than results appearing in alphabetical or chronological order.

In the Advanced Search screen, you may select to order the search results by relevance, title, author, or publication date before you start the search. You can also re-order your search results using the Sort Results dropdown list on the search result screen.

7.7. Search Results

How to Read Search Results

The search results are a list of relevant works from the catalog. If there are many results, they are divided into several pages. At the top of the list, you can see the total number of results and go back and forth between the pages by clicking the links that say Previous or Next on top or bottom of the list. You can also click on the adjacent results page number listed. These page number links allow you to skip to that results page, if your search results needed multiple pages to display. Here is an example:

Brief information about the title, such as author, edition, publication date, etc. is displayed under each title. The icons beside the brief information indicate formats such as books, audiobooks, video recordings, and other formats. If you hover your mouse over the icon, a text explanation will show up in a small pop-up box.

Clicking a title goes to the title details. Clicking an author searches all works by the author. If you want to place a hold on the title, click Place Hold beside the format icons.

On the top right, there is a Limit to Available checkbox. Checking this box will filter out those titles with no available copies in the library or libraries at the moment. Usually you will see your search results are re-displayed with fewer titles.

When enabled, under the Limit to Available checkbox, there is an Exclude Electronic Resources checkbox. Checking this box will filter out materials that are cataloged as electronic in form.

The Sort by dropdown list is found at the top of the search results, beside the Show More Details link. Clicking an entry on the list will re-sort your search results accordingly.

Facets: Subjects, Authors, and Series

 

At the left, you may see a list of Facets of Subjects, Authors, and Series. Selecting any one of these links filters your current search results using that subject, author, or series to narrow down your current results. The facet filters can be undone by clicking the link a second time, thus returning your original results before the facet was activated.

The number of available copies and total copies are displayed under each search result’s call number. If you are using a catalog inside a library or accessing a library’s online catalog from its homepage, you will see how many copies are available in the library under each title, too. If the library belongs to a multi-branch library system you will see an extra row under each title showing how many copies are available in all branches.

You may also click the Show More Details link at the top of the results page, next to the Limit to available items check box, to view each search result’s copies' individual call number, status, and shelving location.

Click on a search result’s title to view a detailed record of the title, including descriptive information, location and availability, current holds, and options for placing holds, add to my list, and print/email.

7.8. Item Details

Reading the Item Details Page

The Record Summary, or Item Details page, shows details such as the cover image, title, author, publication information, and an abstract or summary, if available.

Near the top of the record, users can easily see the number of copies that are currently available, both in the selected library or system, and in the consortium as a whole, and how many current holds are on the title.

If there are other formats and editions of the same work in the database, links to those alternate formats will display. The formats used in this section are based on the configurable catalog icon formats.

Item information also displays the Call number and Copy Location for locating the item on the shelves in the library (or libraries if conducting a system wide search). Clicking on Text beside the call number will allow you to send the item’s call number by text message, if desired. Clicking the name of the library will reveal information about the owning library, such as address and open hours.

Copies are sorted by (in order): org unit, call number, part label, copy number, and barcode.

The Record Details view shows how many copies are at the library or libraries you have selected, and whether they are available or checked out. It also displays the Call Number and Copy Location for locating the item on the shelves. Clicking on Text beside the call number will allow you to send the item’s call number by text message, if desired. Clicking the location library link will reveal information about owning library, such as address and open hours.

Below the local details you can open up various tabs to display more information. You can select Summaries & More to see the book’s summaries and reviews, if available. You can select Shelf Browser to view items appearing near the current item on the library shelves. Often this is a good way to browse for similar items. You can select MARC Record to display the record in MARC format. If your library offers the service, clicking on Awards, Reviews, and Suggested Reads will reveal that additional information.

The record summary page offers a link to a shorter permalink that can be used for sharing the record with others. All URL parameters are stripped from the link with the exception of the locg and copy_depth parameters. Those parameters are maintained so that people can share a link that displays just the holdings from one library/system or displays holdings from all libraries with a specific library’s holdings floating to the top.

If configured by the library system administrator, you may send yourself the call number via SMS (text) message by clicking on the Text link, which appears beside the call number.

When you are viewing a specific record, you can always go back to your title list by clicking the link Search Results in the top middle or bottom middle of the page.

You can start a new search at any time by entering new search terms in the search box at the top of the page, or by selecting the Another Search or Advanced Search links in the left-hand sidebar.

7.9. Placing a Hold in the OPAC

Holds can be placed on either title results or search results page. If the item is available, it will be pulled from the shelf and held for you. If all copies at your local library are checked out, you will be placed on a waiting list and you will be notified when items become available.

On title details page, you can select the Place Hold link in the upper right corner of the record to reserve the item. You will need your library account user name and password. You may choose to be notified by phone or email.

In the example below, the phone number in your account will automatically show up. Once you select the Enable phone notifications for this hold checkbox, you can supply a different phone number for this hold only. The notification method will be selected automatically if you have set it up in your account preferences. But you still have a chance to re-select on this screen. You may also suspend the hold temporarily by checking the Suspend box. Click the Help beside it for details.

You can view and cancel a hold at anytime. Before your hold is captured, which means an item has been held waiting for you to pick up, you can edit, suspend or activate it. You need to log into your patron account to do it. From your account you can also set up a Cancel if not filled by date for your hold. Cancel if not filled by date means after this date, even though your hold has not been fulfilled you do not need the item anymore.

7.10. Turning on Patron Circulation History

How Patrons Can Get a Record of their Circulation History

For privacy reasons, the Evergreen software does not maintain a record in the staff client of the materials a patron has previously checked out once those materials are returned. However, many patrons prefer to keep a list of the books they have checked out previously for their own personal records. Patrons may opt-in to this in their account int he OPAC.

To Opt-in to this Service

1. From the OPAC, patrons should log into their account using their barcode and PIN.
2. Under the Preferences option on the menu, select Search & History.
   
3. In the Search and History Preferences, check the box for Keep History of Checked Out Items.
   
4. Patrons may also keep a history of their hold requests.

Note: Turning on this feature in the OPAC will not make a patron's checkout history visible in the staff client.

Printable Bookmark

In the Downloads section of this Knowledge Book page, there is a downloadable bookmark with an infographic for patrons. This was developed by Sydney Walterman of Davie County Public Library.

7.11. My Account

Logging In

Logging into your account from the online catalog:

Open a web browser and navigate to your Evergreen OPAC.

1. Click My Account.

   

2. Enter your Username and Password.

   • By default, your username is your library card number.

   • Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your local library to have it reset or use the the section called Password Reset tool.

3. Click Login.

   • At the first login, you may be prompted to change your password.

   • If you updated your password, you must enter your Username and Password again.

4. Your Account Summary page displays.

Account Summary

In the Account Summary page under the My Account section, you can see when your account expires and your total number of items checked out, items on hold, and items ready for pickup. In addition, the Account Summary page lists your current fines and payment history.

Users can manage items currently checked out, including renewing specific items. Users can also view overdue items and see how many renewals they have remaining for specific items.

Clicking on the appropriate column heads sorts the contents from "ascending" to "descending" to "no sort". (The "no sort" restores the original list as presented in the screen.) The sort indicator (an up or down arrow) is placed to the right of the column head, as appropriate.

Within Current Items Checked Out, the following column headers can be sorted: Title, Author, Renewals Left, Due Date, Barcode, and Call Number.

Within Check Out History, the following column headers can be sorted: Title, Author, Checkout Date, Due Date, Date Returned, Barcode, and Call Number.

The Patron Message Center provides a way for libraries to communicate with patrons through messages that can be accessed through the patron’s OPAC account. Library staff can create messages manually by adding an OPAC visible Patron Note to an account. Messages can also be automatically generated through an Action Trigger event. Patrons can access and manage messages within their OPAC account. See Circulation - Patron Record - Patron Message Center for more information on adding messages to patron accounts.

Viewing Patron Messages in the OPAC

Patrons will see a tab for Messages in their OPAC account, as well as a notification of Unread Messages in the account summary in the top right of the page.

Patrons will see a list of the messages from the library by clicking on the Messages tab.

Patrons can click on a message Subject to view the message. After viewing the message, it will automatically be marked as read. Patrons have the options to mark the message as unread and to delete the message.

7.12. My Lists

Working with the My Lists Feature

The My Lists feature enables you to create temporary and permanent lists; create and edit notes for items in lists; place holds on items in lists; and share lists via RSS feeds and CSV files.

There is a direct link to My Lists from the My Account area in the top right part of the screen. This gives users the ability to quickly access their lists while logged into the catalog.

Create New Lists

1. Log in to your account in the OPAC.
2. Search for titles.
3. Choose a title to add to your list. Click Add to My List.
4. Select an existing list or Create New List.

 

To view your lists, click on the My Lists tab in your account. From here, you can perform multiple actions on your lists.

To share a list, click Share, and click the orange RSS icon to share through an RSS reader. You can also click HTML View to share your list as an HTML link.

You can also download your list into a CSV file by clicking Download CSV.

When you no longer need a list, click Delete List.

To make a list your default for saving items, click Make Default List.

You can also click on the list name to see the items on the list or edit the list by changing its name or adding a description.

Local Call Number in My Lists

When a title is added to a list in the TPAC, a local call number will be displayed in the list to assist patrons in locating the physical item. Evergreen will look at the following locations to identify the most relevant call number to display in the list:

1. Physical location - the physical library location where the search takes place
2. Preferred library - the Preferred Search Location, which is set in patron OPAC account Search and History Preferences, or the patron’s Home Library
3. Search library - the search library or org unit that is selected in the OPAC search interface

The call number that is displayed will be the most relevant call number to the searcher. If the patron is searching at the library, Evergreen will display a call number from that library location. If the patron is not searching at a library, but is logged in to their OPAC account, Evergreen will display a call number from their Home Library or Preferred Search Location. If the patron is not searching at the library and is not signed in to their OPAC account, then Evergreen will display a call number from the org unit, or library, that they choose to search in the OPAC search interface.

The local call number and associated library location will appear in the list:

My Lists Preferences

Patrons can adjust the number of lists or list items displayed in a page. This setting can be found under the Account Preferences tab, in the My Lists Preferences section.

8.1. Creating a Booking Reservation

How to Create a Booking Reservation

Only staff members may create reservations. A reservation can be started from a patron record, or a booking resource. To reserve cataloged items, you may start from searching the catalog, if you do not know the booking item’s barcode.

To create a reservation from a patron record

1) Retrieve the patron’s record.

2) Select Other → Booking → Create Reservations. This takes you to the Reservations Screen.

3) For non-catalogued items, select Choose resource by Type, then search for your resource in the Search by resource type search box, or select one from the drop down list. 

4) For catalogued items, select Choose resource by barcode and enter the barcode of a cataloged, bookable resource in the Search by resource barcode box.

5) Select the date and time for the reservation in I need this resource… area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.

6) Once a resource is selected, open the List Action Item menu and select Create Reservation. Fill in any remaining details in the pop up confirmation box, including specific start and end times and reservation location. Include any notes, and check the box to notify the patron by email if that is their preferred method.

9) Click Confirm Reservation to finish the booking.

 

To create a reservation from a booking resource

You need to know the barcode of the patron when you create a reservation for him/her from a booking resource.

1) From the Booking menu, select Create Reservations

2) Choose a Bookable Resource Type and click Next or enter the barcode of a cataloged resource and click Next.

3) For non-cataloged resources, a screen showing the Bookable Resource Type and the items associated with the type will appear.

For cataloged resources, the title and item will appear.

4) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.

5) Select the date and time for the reservation in I need this resource… area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.

If incorrect date and time is selected, the date/time boxes will appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. The times must be set correctly for the reservation to be created. There must be at least 15 minutes between the creation of the reservation and the start time of the reservation.

6) For non-cataloged resources, patrons may specify special feature(s), if any, of the resource. The With these attributes: allows you to do so. For example, if a patron is booking a laptop they can choose between PC and Mac and even choose a specific operating system if they need to. Click the dropdown arrow to select your option from the list.

7) Select the pickup location from the dropdown list.

8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.

9) A message will confirm that the action succeeded. Click OK on the prompt.

10) The screen will refresh and the reservation will appear below the patron’s name at the bottom of the screen.

 

Search the catalog to create a reservation

If you would like to reserve a cataloged item but do not know the item barcode, you may start with a catalog search.

1) In the staff client, select Cataloging → Search the Catalog or keyboard shortcut F3 to search for the item you wish to reserve. You may search by any bibliographic information.

2) Click the title to display the record summary. In the Copy Summary, select Copy Details in Actions column.

3) The Copy Details will appear in a new row. In the barcode column, click the book now link.

4) A screen showing the title and barcodes of available copies will appear.

5) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.

6) Select the date and time in I need this resource… section. If the date and time set is incorrect the boxes appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red.

7) Select pickup location. If there are multiple copies and any of the listed items is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.

8) A message will confirm that the action succeeded. Click OK on the prompt.

9) The screen will refresh, and the reservation will appear below the user’s name.

 

Note: Reservations on cataloged items can be created on Item Status (F5) screen. Select the item, then Actions for Selected Items → Book Item Now.

8.2. Reservation Pull List

Reservation pull list can be generated dynamically on the Staff Client.

1) To create a pull list, select Booking → Pull List.

2) You can change the number of days in advance you would like to pull reserved items. Enter the number of days in the Number of days to fetch box. For example, if you would like to pull items that are needed today, you can enter 1 in the box, and you will retrieve items that need to be pulled today.

4) To print the pull list, select Print Pull List from the List Action menu.

8.3. Capturing Items for Reservation

Reservations must be captured before they are ready to be picked up by the patron.

1) In the staff client, select Booking → Capture Resources.

2) Scan the item barcode or type the barcode.

3) The resource will appear in the Captured today list.

8.4. Picking up Reservations

From the Patron Account 

Ready-for-pickup reservations can be listed from the patron account under Other → Booking → Pick Up Reservations within a patron record or Booking → Pick Up Reservations.

From the Bookings Menu

Scan the patron barcode if using Booking → Pick Up Reservations.

3) The reservation(s) available for pickup will display. 

4) The item will move from the Ready for Pick Up list to the Already Picked Up List.

Note: If the patron is trying to pick up an item before their reservation time, the Pick Up function will not work.

8.5. Returning Reservations

Returning Reservations

When a reserved item is brought back, staff must use the Booking Module to return the reservation.

1) To return reservations, select Booking → Return Reservations

2) You can return the item by patron or item barcode.

To return via patron barcode, scan or type the barcode into the field. A list of the bookable items the patron currently has will populate. Click the item to be returned and either click the Return Selected button or choose Return Selected from the List Action drop down menu.

 

 

Reservations can be returned from within patron records by selecting Other → Booking → Return Reservations

8.6. Canceling a Reservation

How to Cancel a Reservation

A reservation can be cancelled in a patron’s record or reservation creation screen.

Cancel a reservation from the patron record

1) Retrieve the patron’s record.

2) Select Other → Booking: Manage Reservations

3) A list of Reservations will populated. Select the reservations you wish to cancel. Open the Action Item list and choose Cancel Reservation.

 

Use Shift or Ctrl on your keyboard and mouse click to select multiple reservations if needed.

5) A pop-up window will ask you to confirm the cancellation.

6) A notification will pop up in the bottom right of the page confirming the cancellation.

6) Again, you will see a pop up box confirming that you want to cancel this reservation.

9.1. Circulation Training Module

NC Cardinal Circulation Training

NC Cardinal has a 3-part circulation training series in Niche Academy that new staff and staff at migrating libraries may find useful. Staff will be required to register in Niche Academy to access the training.

9.2. Glossary of Common Terminology for Evergreen and NC Cardinal

Glossary of Terms

AACR2 (Anglo-American Cataloguing Rules, Second Edition): AACR2 is a set of cataloging rules for descriptive cataloging of various types of resources.  http://www.aacr2.org/

Acquisitions: Processes related to ordering materials and managing expenditures.

Age-hold protection: Allows libraries to prevent holds on newly cataloged materials (on an item-by-item basis) from outside the owning library's branch or system for a designated amount of time.

Authority record: Records used to codify and control the contents of MARC fields.

Balance stop percent: A setting in acquisitions that prevents staff from making purchases when only a specified percentage of the fund remains.

Barcode: The code/number attached to an item or patron record.  This is not the database ID. Barcodes are added to items to facilitate the checking in and out of an item. Barcodes can be changed as needed. Physical barcodes that can be placed on items can follow several different barcode symbologies.

Bibliographic record: The record that contains MARC data about a work, such as title, author, and copyright date.

Billing types: Various categories of system-generated and staff-applied billing.

Booking: Processes relating to reserving cataloged and non-bibliographic items.

Buckets: This is a container of items. See also Record Buckets and Item Buckets.

Call number: A brief string of letters and or numbers used to provide identifying information about an item.

Call number record (sometimes also called volume record): One or more item records may be attached to a call number record.

Catalog: The database of titles and objects

Cataloging: The process of adding materials to be circulated to the system.

Check-in: The process of returning an item.

Check-out: The process of loaning an item to a patron.

Circulation: The process of loaning an item to an individual.

Circulating library: The library which has checked out the item.

Circulation library: The library which is the home of the item.

Circulation limit sets: Refines circulation policies by limiting the number of items that users can check out.

Circulation modifiers: Circulation modifiers pull together Loan Duration, Renewal Limit, Fine Level, Max Fine, and Profile Permission Group to create circulation rules for different types of materials. Circulation Modifiers are also used to determine Hold Policies.

Claims Returned: A fine stop reason in Evergreen, not an item status. The item status of the item that the patron claimed to return is still Checked out, which means it is still OPAC visible and holdable, and will remain on the patron account (not accruing fines or changing to Lost status) until the item is Checked in.

Closed Dates Editor: Used to specify dates within a library’s normal hours of operation in which the library is closed for a special reason. Ex: Holidays, staff workdays.

Community: In the open-source world of software development, community refers to the users and developers who communicate and collaborate to develop and enhance software.

Consortium: A consortium is an organization of two or more individuals, companies, libraries, consortiums, etc. formed to undertake an enterprise beyond the resources of any one member.

Consortial Library System (CLS): An ILS designed to run a consortium. A CLS is designed for resource sharing between all members of the consortium, it provides a union catalog for all items in the consortium.

Copy: see Item

Default search library: The default search library setting determines what library is searched from the advanced search screen and portal page by default. Manual selection of a search library will override it.

Distribution formulas: Used to specify the number of copies that should be distributed to specific branches and item locations in Acquisitions.

Due date: The date on or before which an item must be returned to the library (usually to avoid being charged an overdue fine).

Electronic Data Interchange (EDI): Transmission of data between organizations using electronic means. Used for Acquisitions.

Evergreen: Evergreen is an open-source ILS designed to handle the processing of a geographically dispersed, resource sharing library network.

FIFO (First In First Out): In a FIFO environment, holds are filled in the order that they are placed.

Fund tags: Tags used in acquisitions to allow you to group Funds.

Funding sources: Sources of the monies to fund acquisitions of materials.

Funds: Allocations of money used for purchases.

FRBR (Functional Requirements for Bibliographic Records): See https://www.loc.gov/cds/downloads/FRBR.PDF [Library of Congress FRBR documentation]

Hatch: A additional program that is installed as an extension of your browser to extend printing functionality with Evergreen.

Hold: The exclusive right for a patron to checkout a specific item.

Hold boundaries: Define which organizational units are available to fill specific holds.

Holdings Import Profile: Identifies the Import Item Attributes definition.

Holding subfield: Used in the acquisitions module to map subfields to the appropriate item data.

ILS (Integrated Library System): The Integrated Library System is a set of applications which perform the business and technical aspects of library management, including but not exclusive to acquisitions, cataloging, circulation, and booking.

ILL (Inter-Library Loan): Inter-Library Loan is the process of one library borrowing materials for a patron from another library (outside the shared consortium).

Import item attributes: Used to map the data in your holdings tag to fields in the item record during a MARC import.

Insufficient quality fall-through profile: A back-up merge profile to be used for importing if an incoming record does not meet the standards of the minimum quality ratio.

ISBN (International Standard Book Number): A publisher product number that has been used in the book supply industry since 1968. A published book that is a separate product gets its own ISBN. ISBNs are either 10 digits or 13 digits long. They may contain information on the country of publication, the publisher, title, volume, or edition of a title.

ISSN (International Standard Serial Number): A unique 8-digit number assigned by the International Serials Data System to identify a specific serial title.

Item: The actual item.

Item barcode: A unique identification number for each item in the catalog.

Item buckets: A contained list of item records upon which actions may be performed in batch.

Item Status: A core Evergreen feature that provides a great deal of information about a barcoded item linked to both the title record and recent patron activity involving the item.

Juvenile flag: A setting used to specify whether a user is a juvenile for circulation purposes.

KPAC (Kids' OPAC): Alternate, simplified version of the OPAC that is child-friendly.

LaunchPad: LaunchPad is an open source suite of tools that help people and teams to work together on software projects. LaunchPad brings together bug reports, wishlist ideas, translations, and blueprints for future development of Evergreen. https://launchpad.net/evergreen

LCCN (Library of Congress Control Number): A system of numbering catalog records at the Library of Congress.

Loan duration (loan period): The length of time a given type of material can circulate.

MARC (Machine Readable Cataloging): Standards for the representation and communication of bibliographic and related information in machine-readable form.

MARC batch export: A process of mass exporting copies of MARC records from Evergreen.

MARC batch import: A process of mass importing MARC records into Evergreen.

Match score: Indicates the relative importance of specified match points as Evergreen compares an incoming record to an existing record.

Metarecord: Compilation of individual bibliographic records that represent the same work (possibly in different formats). This compilation allows for several records to be represented on a single line on the search results page and allows the broadest number of potential copies to fill a patron hold for the first available copy of selected formats.

Minimum quality ratio: Used to set the acceptable level of quality for a record to be imported.

Monograph parts: A means of providing additional granularity within bibliographic records, primarily to enable patrons to place holds on individual parts of a set of differing items encompassed by the same published title.

NC Cardinal: A consortium of North Carolina libraries that share a single Evergreen catalog and transit materials between member libraries to fulfill patron hold requests.

Non-cataloged: Items that are not cataloged within Evergreen.

Non-cataloged Types Editor: A means of defining circulation rules for non-cataloged items.

OPAC (Online Public Access Catalog): An online interface to the database of a library's holdings, used to find resources in their collections. It is possibly searchable by keyword, title, author, subject or call number. The public side of the catalog.

Organizational units (Org Unit): Organizational Units are the specific instances of the organization unit types that make up your library's hierarchy. They should be the proper names for libraries and will be visible to patrons in the OPAC.  Ex: Main Street Branch, Townsville Campus

Organization unit type: The organization types in the hierarchy of a library system.

Overlay/merge profiles: During a MARC import this is used to identify which fields should be replaced, which should be preserved, and which should be added to the record.

Owning library: The library branch to which an item’s call number record is attached (usually the purchasing library).

Parent organizational unit: An organizational unit one level higher in the hierarchy; policies may be inherited by its child units.

Parts: see Monograph Parts

Patron: A user of the ILS. Patrons in Evergreen can include both library staff and public users.

Patron barcode/account/library card number: A unique identification number assigned to each patron used to label and retrieve their library account.

Permission groups: A grouping of permissions granted to a group of individuals, i.e. patrons, cataloging, circulation, administration. Permission Groups also set the depth and grantability of permissions.

Pickup library: Library designated as the location where requested material is to be picked up.

Preferred Library: The library that is used to show items and URIs regardless of the library searched.  It is recommended to set this to your Workstation library so that local copies always show up first in search results.

Print templates: Templates that Evergreen uses to print various receipts and tables.

Printer settings: Settings in Evergreen for selected printers which may utilize HATCH functionality.

 Propagate funds: Create a new fund for the following fiscal year with the same parameters as the current fund.

Providers: Vendors from whom a library orders materials. Set in the Acquisition module.

Purchase Order (PO): A document issued by a buyer to a vendor, indicating types, quantities, and prices of materials.

Quality metrics: A mechanism for Evergreen to measure the quality of records and to make importing decisions based on quality. 

RDA (Resource Description & Access): A set of cataloging standards and guidelines based on FRBR and FRAD. RDA is the successor for AACR2. http://rdatoolkit.org/

Record bucket: A contained list of bibliographic records upon which actions may be performed in batch.

Record match sets: When importing records, this identifies how Evergreen should match incoming records to existing records in the system.

Recurring fine: The term for daily or other regularly accruing overdue fines.

Register Patron: The process of creating a new patron account within Evergreen.

Rollover: Used to roll over remaining encumbrances and funds into the same fund the following year.

SAN (Standard Address Number): An identification code for electronic communication within the publishing industry.

Shelving location: The area within the library where a given item is shelved.

SIP (Standard Interchange Protocol): A communications protocol used within Evergreen for transferring data to and from third-party devices, such as RFID and barcode scanners that handle patron and library material information. Version 2.0 (also known as "SIP2") is the current standard.

Staff client: The graphical user interface used by library workers to interact with the Evergreen system. Staff use the staff client to access administration, acquisitions, circulation, and cataloging functions.

Standing penalties: Serve as limiters when patron activity meets certain criteria, commonly a specified amount of overdue items or fines. Standing penalty blocks will prevent circulation and hold transactions. 

Statistical categories (stat cats): Used to label select patrons and holdings for record-keeping purposes.

Transit: The movement of items between libraries, usually to fulfill patron hold requests.

URI (Universal Resource Identifier): A string of characters that identify a logical or physical resource. Examples are URL and URN.

URL (Universal Resource Locator): The web address used to access a resource.

URN (Universal Resource Number): A standard number to identify a resource. Examples of URNs are ISBN, ISSN, and UPC.

UPC (Universal Product Code): A unique barcoded number assigned to an item by the manufacturer.

Wiki: The Evergreen Wiki can be found at https://wiki.evergreen-ils.org and is a knowledge base of information about Evergreen.

Workstation: The unique name associated with a specific computer and library branch.

Z39.50: An international standard client/server protocol for communication between computer systems, primarily library and information related systems.

9.3. Circulation and Reference Training Resources

Additional Training Resources

ABLE Collection Development and Public Services sequences: http://libraries.idaho.gov/page/able

Youth Services sequences and other special handling sequences: http://libraries.idaho.gov/page/library-learning-online

CREW weeding method: https://www.tsl.texas.gov/ld/pubs/crew/index.html

Evergreen web client documentation: http://docs.evergreen-ils.org/reorg/3.2/circulation/

Evergreen Conference Presentations

Patron Exceeds Fine Threshold: An End-User Look at Patron Billing Presented by Dawn Dale, PINES Helpdesk Manager, Georgia Public Library Service and Erica Rohlfs, Education Librarian, Equinox Software (2014 Evergreen Conference) 

9.4. Evergreen Keyboard Shortcuts

Evergreen Keyboard Shortcuts

Navigation

Circulation

Cataloging