1.1. Setting Search and Sound Defaults

 

 

Circulation Basics video clip: change workstation settings

1.2. 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.

 

2.1. Evergreen Keyboard Shortcuts

Evergreen Keyboard Shortcuts

Navigation

New Tab	Ctrl+T
New Window	Ctrl+N
Close Tab	Ctrl+W
Close All Tabs (closes window, too)	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

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

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

 

2.2. Setting Browser Defaults for Web Client

2.3. Pop-up Blockers

2.4. 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.

 

2.5. 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"

 

3.1. 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.

3.2. Registering a Workstation

3.3. 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.

3.4. 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.

4.1. Basic Search

 

 

4.2. 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.

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. 

4.3. 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.

4.4. 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:

 

4.5. 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.

 

4.6. 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.

4.7. 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.

 

 

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.

4.8. 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.

 

4.9. Placing a Hold in the OPAC

4.10. 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.

4.11. 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.

4.12. My Lists

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NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the Library of North Carolina, a division of the Department of Natural and Cultural Resources.