Home → Libraries Migrating into NC Cardinal → Preparing Data → Library Settings Documentation
Last Updated 02/05/2024
The Library Settings Document will provide the necessary pertinent information of an incoming library system. The Library Settings Document is the first documentation recorded when starting a migration, and is shared and discussed with the incoming library system. This documentation allows for the incoming library system to start shaping how it will migrate into the NC Cardinal consortium, based off its own rules and rules that apply to all consortium members.
Once the incoming library system and NCC have completed filling in the necessary settings, NCC can create the Organization Unit for the incoming system and begin setting up the Library Settings.
Using the Library Settings Editor within Evergreen, Local System Administrators (LSAs) can optionally customize Evergreen's behavior for a particular library or library system.
NCC uses a Google Doc Mother template for the Library Settings, which includes Library Information, Financial, Holds, Cataloging, and General information from the incoming migrating library system.
Used to gather information regarding the library system’s branch names, contact information, hours of operation and holidays/closed dates.
Provide a list of ALL library staff who may interact with the Evergreen ILS, including contact information and a description of their role and duties in your system. This helps us identify staff who are not on the migration team but may need to be included in training/testing considerations.
Provide a list of ZIP codes that are likely to be used by patrons in your service area so that we can add them to our list in Evergreen to be prefilled when staff are registering patrons
Standard Interchange Protocol (SIP) is used to transfer data between ILS and third party technologies, such as Patron Authentication and Automated Material Handling(AMH). Provide a listing of 3rd party technology subscriptions currently in use that will need SIP accounts. SIP accounts are limitless and free of charge, as a member of the NC Cardinal Consortium.
| label | description | Recommendations / Comments | Acceptable Values | Counts in Cardinal as of January 2022 (value then count) | NC Cardinal |
| Show billing tab first when bills are present | If enabled and a patron has outstanding bills and the alert page is not required, show the billing tab by default, instead of the checkout tab, when a patron is loaded | If you pull up the account and the patron owes money, the bills tab gets pulled up first to show staff that fines may be accruing or may exceed the library billing threshold | True/False | True (11) False (4) |
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| Disable Patron Credit | Do not allow patrons to accrue credit or pay fines/fees with accrued credit | Patron credit is available by default. All systems should have a value. If true, patrons will not be able to accrue credited balances. If false and patrons pay more than they owe, that credit can exist for future fines. | True (credit disabled) / False (credit allowed) | True (32) False (4) |
TRUE |
| Allow Credit Card Payments | If enabled, patrons will be able to pay fines accrued at this location via credit card | This is set if you have credit card payments enabled. Several ways to do this, your RFId vendor through self check, contract with external terminal at circ desk. Evergreen also offers option. Patron logs into account via OPAC and transaction is handeled there w/out staff involvement. Only certain vendors available. Local bank, credit card vendor, etc. For more information, please see Credit Card Payment Options in the Administrative Manual in the NC Cardinal knowledge base for more information. https://nccardinalsupport.org/index.php?pg=kb.page&id=337 | True/False | False (23) True (6) |
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| Payment History Age Limit | The OPAC should not display payments by patrons that are older than any interval defined here. | Determines how long a patron can see their previously paid bills in the My Account section of the OPAC | interval of time: # of hours or days | 1 year (6) 6 months (5) 3 months (3) 365 days (2) 12 months (2) |
1 year |
| Cap Max Fine at Item Price | This prevents the system from charging more than the item price in overdue fines | The individual item price must be listed in the item record for this to apply. To consider: do you cap max fines at the item price? Item price will need to be set for materials if the default price is not to be used. Circulation policies have more granularity, but this setting can be used for maximum fines across the board. | True/False | False (14) True (12) |
TRUE |
| Charge fines on overdue circulations when closed | Normally, fines are not charged when a library is closed. When set to True, fines will be charged during scheduled closings and normal weekly closed days. | Most systems do not charge fines while library is closed, but you may wish to do so if, for instance, you are closed on Sunday but still want to charge fines on that day. | True/False | True (2) False (1) |
|
| Default Item Price | List a single, fixed dollar amount. If a price isn't specified by cataloger for the item, this will be the default amount for lost billing fee charges (if not set otherwise in the item record). All systems should have a value. | x dollars | 25 (21) 20 (11) 15 (5) 50 (2) 5 (2) |
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| Charge lost on zero | Some libraries do not want to bill patrons for lost items that were donated or for magazines, so they put a price of $0 in the item record. This library setting allows Evergreen to distinguish those items from items with a null/blank price field for which the default item price will be billed. If there is a price listed of "0.00" then this setting determines if the patron is billed default price or not. True = would be charged default price. False = patron not billed, since cost was $0.00 | True/False | True (11) False (6) |
TRUE | |
| Lost Materials Processing Fee | List a single, fixed dollar amount. If you charge a processing fee, you can set it here. This would be assigned when the item is marked lost. | x dollars | 2 (7) 0 (7) 5 (6) 3 (3) 10 (2) |
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| Void overdue fines when items are marked lost | Default setting in Cardinal is True, so that when patron is billed for the entire cost of item, the fines are voided. | True/False | True (37) False (6) |
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| Void lost item billing when claims returned | Void lost item billing when claims returned | If marked "claims returned" by library staff, then lost billing fines would be removed and no further fines accrued until item is found. Billing can be done later done manually. | True/False | True (18) | TRUE |
| Void lost item processing fee when claims returned | Void lost item processing fee when claims returned | Default setting of True, so that the processing fee will be waived when an item is "claims returned." | True/False | True (11) | TRUE |
| Lost items usable on checkin | Lost items are usable on checkin instead of going 'home' first | Default setting of False, so that materials that were marked Lost have to be sent in transit back to their circulating library before they can be checked out again. If True, materials that were Lost and then checked in can be immediately checked out again. | True/False | True (41) False (3) |
TRUE |
| Void lost item billing when returned | Void lost item billing when returned | Default setting of True, so that when an item is returned and bill has not been paid yet, the bill would be voided. | True/False | True (44) | TRUE |
| Void processing fee on lost item return | Void processing fee when lost item returned | Default setting of True, so that when a Lost item is found and returned, the Processing Fee is removed. If False, the processing fee will still be charged even when the Lost item is returned. | True/False | True (27) False (4) |
TRUE |
| Void lost max interval | Items that have been lost this long will not result in voided billings when returned. E.g. '6 months' | This is a period of time. If a user loses a book and it is found and returned within this time period, the Lost book bill will be automatically removed from their account. After this time period, the Lost charge will remain on their account even if the lost book is found and checked in. This setting allows catalogers to freely delete materials after this time period has passed, because they have to check in the material before they can delete it to close out the transaction and make sure it is no longer associated with the borrower. If a Cataloger checks in a Lost item to delete it within this time period, they may be unintentionally absolving the user of any Lost fees they owe. If staff are choosing to accept the returned item after this time period, they can still manually waive the Lost billing. |
interval of time: # of hours or days | 6 months (13) 12 months (6) 36 months (5) 999 months (3) 365 days (2) |
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| Restore overdues on lost item return | Restore overdue fines on lost item return | When Lost charges are added on an account, overdue fines are removed. If you choose True for this setting, Evergreen will restore the overdue fines that were on the account before the material was marked Lost. If you choose False, the previous overdue fines will not be added back to the account when the item is found. | True/False | True (40) False (4) |
TRUE |
| Lost Checkin Generates New Overdues | Enabling this setting causes retroactive creation of not-yet-existing overdue fines on lost item checkin, up to the point of checkin time (or max fines is reached). This is different than "restore overdue on lost", because it only creates new overdue fines. Use both settings together to get the full complement of overdue fines for a lost item | Do you want to charge the patron the max amount of fines they would have received if the item had not been marked Lost before the fine max was reached? If this setting is False and the patron later returns a Lost item after many months, Evergreen will only restore overdue fines that were billed during the initial overdue period (e.g. 30 days). If this setting is marked True and the patron later returns the Lost item, Evergreen will generate new overdues for period between the time the item was marked Lost and the date the item was returned, up to the Max Fine value. If you have a long fine period ($0.10 a day/max $15) and a short Mark Lost period (30 days), patrons would never have reached the potential max fine amount before the item was Marked Lost. | True/False | False (13) True (6) |
FALSE |
| Do not change fines/fees on zero-balance LOST transaction | When an item has been marked lost and all fines/fees have been completely paid on the transaction, do not void or reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or circ.void_lost_proc_fee_on_checkin are enabled | If a lost item is returned that has already been paid for, don't make any financial adjustments to the account. The Cardinal default is True to help avoid negative balances on patron accounts. If you offer a refund to a patron that lost a book and then found it later after paying all associated fines, you should choose False. Note: if an item was marked Lost and patron paid the fines already, then Evergreen will not void those fines to create a negative balance. | True/False | True (22) | TRUE |
| Mark item damaged voids overdues | When an item is marked damaged, overdue fines on the most recent circulation are voided. | If an item is marked damaged and you bill for damaged items, overdue fines will be voided when you mark the item Damaged and assess the damage fees. Similar to when you mark something Lost. | True/False | True (31) False (10) |
TRUE |
| Charge item price when marked damaged | Charge item price when marked damaged | If staff mark something Damaged at check-in, Evergreen will give you the option to bill the last patron. Staff can specify a different amount if the item has already been checked in before marking it as Damaged. | True/False | True (37) False (6) |
TRUE |
| Charge processing fee for damaged items | Charge processing fee for damaged items | List a single, fixed dollar amount if you charge a processing fee for permanently damaged items (that will be removed from the collection). | x dollars | 0 (8) 2 (6) 5 (5) 3 (3) 10 (2) |
|
| Prohibit negative balance on bills (DEFAULT) | Default setting to prevent negative balances (refunds) on circulation related bills. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time. | Use True in conjunction with the Negative Balance Interval setting (below) to prohibit negative balances after a set period of time. Set to False to allow negative balances for an unlimited period of time (i.e. you will give a refund for voided payments at any time). | True/False | True (21) False (1) |
TRUE |
| Negative Balance Interval (DEFAULT) | Amount of time after which no negative balances (refunds) are allowed on circulation bills. The "Prohibit negative balance on bills" setting must also be set to "true". | Select the period of time during which you will provide a refund to the patron, if you allow refunds for some period of time. Leave blank if you do not offer refunds and chose False for the Prohibit negative balance on bills (above). | interval of time: # of hours or days | 12 months (2) 365 days (1) 6 months (1) |
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| Prohibit negative balance on bills for lost materials | Prohibit negative balance on bills for lost materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time. | True will prohibit negative balances at all times or, when used in conjunction with the interval setting (below) to prohibit negative balances after a set period of time. False will allow negative balances for an unlimited period of time (i.e. you will give a refund for the voided lost materials payment at any time, once the item is returned). | True/False | True (17) False (2) |
TRUE |
| Negative Balance Interval for Lost | Amount of time after which no negative balances (refunds) are allowed on bills for lost/long overdue materials. The "Prohibit negative balance on bills for lost materials" setting must also be set to "true". | If you allow refunds for some period of time, please provide the interval expressed in days or months. Leave blank if you do not offer refunds and selected False in the "Prohibit negative balance on bills for lost materials" setting (above). | interval of time: # of hours or days | 6 months (3) 12 months (1) 30 days (1) 365 days (1) |
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| Prohibit negative balance on bills for overdue materials | Prevent negative balances (refunds) on bills for overdue materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time. | True will prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time. Set to False to allow negative balances for an unlimited period of time (i.e. you will give a refund for voided overdue payments at any time). | True/False | True (20) | TRUE |
| Negative Balance Interval for Overdues | Amount of time after which no negative balances (refunds) are allowed on bills for overdue materials. The "Prohibit negative balance on bills for overdue materials" setting must also be set to "true". | Select the period of time during which you will provide a refund to the patron. All systems should have a value. If you allow refunds for some period of time, please provide the interval expressed in days or months. Leave blank if you do not offer refunds and selected False in the "Prohibit negative balance on bills for overdue materials" setting (above). | interval of time: # of hours or days | 6 months (2) 365 days (1) |
|
| Use Lost and Paid copy status | Use Lost and Paid copy status when lost or long overdue billing is paid | True/False | True (8) False (2) |
TRUE |
| label | description | Recommendations / Comments | Acceptable Values | Counts in Cardinal as of January 2022 (value then count) | NC Cardinal |
| Default Classification Scheme | Defines the default classification scheme for new call numbers: 1 = Generic; 2 = Dewey; 3 = LC | Consortium has a default value of Dewey (value: 2), but you can choose something different if you wish | 1 = Generic; 2 = Dewey; 3 = LC |
2 (3) 3 (1) |
2 |
| Default copy status (normal) | Default status when a copy is created using the normal volume/copy creator interface. | Consortium has a default value of "In Process" (value: 5), but you can choose something different if you wish | In Process (5) - see note for more statuses | 5 (20) | 5 |
| Delete volume with last copy | Automatically delete a volume when the last linked copy is deleted | True/False | TRUE | ||
| Upload Default Match Set | Default match set to use during ACQ file upload | 51 | 51 | ||
| Alert on empty bib records | Alert staff when the last copy for a record is being deleted | True/False | TRUE | ||
| Retain empty bib records | Retain a bib record even when all attached copies are deleted | True/False | FALSE | ||
| Require staff initials for entry/edit of copy notes. | Appends staff initials and edit date into copy note / item note content.. | True/False | True (24) False (1) |
TRUE | |
| Vandelay Default Barcode Prefix | Apply this prefix to any auto-generated item barcodes | Relevant to batch importing, these should be reviewed | 3 or 4 letters, all CAPS | FOR (1) CUMBER (1) TRAN (1) BRAS (1) POLK (1) |
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| Vandelay Default Call Number Prefix | Apply this prefix to any auto-generated item call numbers | When batch importing: what prefix do you want your materials to have by default? | 3 or 4 letters, all CAPS | POLK (1) JOHN (1) |
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| Vandelay Default Circulation Modifier | Default circulation modifier value for imported items | When batch importing: which circulation modifier do you want things to have by default? | |||
| Vandelay Default Copy Location | Default copy location value for imported items | When batch importing: which shelving location do you want things to be in by default? | 2573 (1) | ||
| Vandelay Generate Default Barcodes | Auto-generate deault item barcodes when no item barcode is present | When batch importing: If the vendor doesn't supply an item barcode in their record, should Evergreen auto-generate one | True (8) | ||
| Vandelay Generate Default Call Numbers | Auto-generate default item call numbers when no item call number is present | When batch importing: Should Evergreen auto-generate a call number? | True (2) False (2) |
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| Temporary barcode prefix | We recommend using the first 4 letters of the library name. | FOR (2) POLK (1) ROC (1) HCPL (1) NEU (1) |
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| Temporary call number prefix | We recommend using the first 4 letters of the library name. | NWACQ (2) ACQ (1) POLK (1) ROC (1) HCPL (1) |
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| GUI: Hide these fields within the Item Attribute Editor | This setting may be best maintained with the dedicated configuration interface within the Item Attribute Editor. However, here it shows up as comma separated list of field identifiers to hide. | Optional. Probably better to do this through the cataloging interface. | ["Quality"] (1) ["Copy Number","Deposit Amount","Deposit?","Fine Level","Quality"] (1) ["Copy Number","Deposit Amount","Deposit?","Floating?","Quality"] (1) ["Circulate as Type","Copy Number","Deposit Amount","Deposit?","Fine Level","Floating?","Quality"] (1) |
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| Courier Code | Courier Code for the library. Available in transit slip templates as the %courier_code% macro. | All systems should choose a courier code. | FORSYTH (15) NORTHWESTERN (14) BUNCOMBE (14) JOHNSTON (11) BHM (11) |
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| Default circulation modifier | Prevents a blank modifier; we recommend setting one. | BOOK (12) null (1) |
BOOK | ||
| Default copy location | Prevents a blank shelving location; we recommend setting one. | 3988 (3) 3950 (3) 4733 (2) 2488 (1) 4647 (1) |
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| Record In-House Use: # of uses threshold for Are You Sure? dialog. | In the Record In-House Use interface, a submission attempt will warn if the # of uses field exceeds the value of this setting. | 999 (3) 250 (2) 200 (2) 300 (2) 50 (1) |
999 | ||
| Record In-House Use: Maximum # of uses allowed per entry. | The # of uses entry in the Record In-House Use interface may not exceed the value of this setting. | 200 (6) 999 (3) 800 (1) 7 (1) |
999 | ||
| Allow funds to be rolled over without bringing the money along | Allow funds to be rolled over without bringing the money along. This makes money left in the old fund disappear, modeling its return to some outside entity. | True/False | True (8) | ||
| Fund Spending Limit for Block | When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked. | Optional | 100 (1) 110 (1) null (1) |
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| Fund Spending Limit for Warning | When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will result in a warning to the staff. | Optional | 10 (2) 95% (1) 90 (1) |
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| Rollover Distribution Formulae Funds | During fiscal rollover, update distribution formalae to use new funds | Most libraries do not use this setting as it does not allow the granularity of fund distribution that you may need from year to year. For instance, if you order 5 copies, 1 goes to X branch and 2 go to Y branch, that would not be indicated by this setting. | True/False | True (1) |
| label | description | Recommendations / Comments | Acceptable Values | Counts in Cardinal as of January 2022 (value then count) | NC Cardinal |
| Use Active Date for Age Protection | When calculating age protection rules use the active date instead of the creation date. | True/False | |||
| Checkout Fills Related Hold | When a patron checks out an item and they have no holds that directly target the item, the system will attempt to find a hold for the patron that could be fulfilled by the checked out item and fulfills it | True/False | |||
| Default hold shelf expire interval | The amount of time an item will be held on the shelf before the hold expires. For example: "2 weeks" or "5 days" | interval of time: # of days | |||
| Block Renewal of Items Needed for Holds | When an item could fulfill a hold, do not allow the current patron to renew | True/False | |||
| Block hold request if hold recipient privileges have expired | Circulation: Block hold request if hold recipient privileges have expired | If True: Patron will not be able to place a hold if their privileges have expired | True/False | False (22) True (16) |
FALSE |
| Behind Desk Pickup Supported | If a branch supports both a public holds shelf and behind-the-desk pickups, set this value to true. This gives the patron the option to enable behind-the-desk pickups for their holds | True/False | False (24) True (3) |
FALSE | |
| Hold Shelf Status Delay | The purpose is to provide an interval of time after an item goes into the on-holds-shelf status before it appears to patrons that it is actually on the holds shelf. This gives staff time to process the item before it shows as ready-for-pickup. Examples: "5 days", "1 hour" | interval of time: # of hours or days | 1 hour (14) 3 hours (5) 30 minutes (4) 2 hours (4) 5 minutes (2) |
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| Canceled holds/requests display age | Show all canceled entries in patron holds and patron acquisition requests interfaces that were canceled within this amount of time | interval of time: # of hours or days | 6 months (13) 30 days (4) 60 days (3) 4 months (2) |
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| Canceled holds/requests display count | How many canceled entries to show in patron holds and patron acquisition requests interfaces | number | 25 (12) 10 (9) 5 (4) 20 (4) 100 1 |
25 | |
| Reset request time on un-cancel | When a hold is uncanceled, reset the request time to push it to the end of the queue | If True: Holds that were un-cancelled or had gone unclaimed on the hold shelf will go to the end of the line when activated again | True/False | True (33) False (4) |
TRUE |
| Expire Alert Interval | Amount of time before a hold expires at which point the patron should be alerted. Examples: "5 days", "1 hour" | This should be set if the Expire Interval setting is set (below). | interval of time: # of hours or days | 3 days (21) 7 days (4) 2 days (4) 1 day (3) 4 days 2 |
3 days |
| Expire Interval | Amount of time after a hold is placed before the hold expires. Example "100 days" | Take into account that a patron may place a hold on an On Order item that has not yet been received, after which it may be protected by 6 month age hold protection. How long do you want the hold to stay active before it is cancelled? | interval of time: # of hours or days | 180 days (7) 365 days (6) 90 days (3) 6 months (2) 270 days (1) |
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| Suppress Hold Transits Group | If set to a non-empty value, Hold Transits will be suppressed between this OU and others with the same value. If set to an empty value, transits will not be suppressed. | If two organizational units are in the same building and don't need to generate a transit between the two org units, you can supress the transits with this setting | |||
| Suppress Non-Hold Transits Group | If set to a non-empty value, Non-Hold Transits will be suppressed between this OU and others with the same value. If set to an empty value, transits will not be suppressed. | If two organizational units are in the same building and don't need to generate a transit between the two org units, you can supress the transits with this setting | |||
| Target copies for a hold even if copy's circ lib is closed IF the circ lib is the hold's pickup lib | If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the actor.org_unit.closed_date table) IF AND ONLY IF the copy's circ lib is the same as the hold's pickup lib. | If True this will attempt to target local copies for holds, even if the branch where the copy is at is closed, before being retargeted elsewhere. Should be set on a branch level rather than system level. | True (205) | TRUE |
| label | description | Recommendations / Comments | Counts in Cardinal as of January 2022 (value then count) | NC Cardinal |
| Allow Patron Self-Registration | Allow patrons to self-register, creating pending user accounts. Default setting for Cardinal is True. | Example form: https://haywood.nccardinal.org/eg/opac/register | False (12) True (5) |
TRUE |
| Patron Self-Reg. Display Timeout | Number of seconds to wait before reloading the patron self-registration interface to clear sensitive data | Cardinal-wide value | 1500 seconds | |
| Patron Self-Reg. Expire Interval | If set, this is the amount of time a pending user account will be allowed to sit in the database. After this time, the pending user information will be purged | Cardinal-wide value | 7 days | |
| Deprecated: Format Dates with this pattern. | GUI: Format Dates with this pattern (examples: "yyyy-MM-dd" for "2010-04-26", "MMM d, yyyy" for "Apr 26, 2010") | Cardinal-wide value | MM/dd/yyyy | |
| Require dob field on patron registration | The dob field will be required on the patron registration screen. | Cardinal-wide value | TRUE | |
| Juvenile Age Threshold | The age at which a user is no long considered a juvenile. For example, "18 years". | All systems should have a value. | 18 years (33) 17 years (3) 12 years (2) 16 years (1) |
18 years |
| Show day_phone field on patron registration | The day_phone field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored. | Cardinal-wide value | TRUE | |
| Require day_phone field on patron registration | The day_phone field will be required on the patron registration screen. | Requires staff to enter a value for the daytime phone number before they can save the patron registration or account update | True (23) False (3) |
TRUE |
| Default Ident Type for Patron Registration | This is the default Ident Type for new users in the patron editor. | Consortium has a default value of Driver's License, but you can choose something different if you wish. (Do not record Social Security Number in Evergreen; all SSNs should be stripped out of your ILS data before migration into NC Cardinal) | 1 (14) 3 (3) |
2 |
| Require at least one address for Patron Registration | Enforces a requirement for having at least one address for a patron during registration. | Cardinal-wide value | True (7) False (1) |
TRUE |
| Allow pending addresses | If enabled, patrons can create and edit existing addresses. Addresses are kept in a pending state until staff approves the changes | True is recommended. If True, patrons may update address in their accountin the My Account section of the OPAC, so staff are aware of the new address when patrons are at the desk | True (25) False (18) |
TRUE |
| Invalid patron address penalty | When set, if a patron address is set to invalid, a penalty is applied. | True is recommended to block patron from being able to checkout, renew, etc., if they have an invalid address. | True (31) False (3) |
TRUE |
| Default level of patrons' internet access | This is a value that can be used outside Evergreen to control internet access if you're using software to provide wi-fi or computer access. | 1 (12) 2 (13) |
2 | |
| Patron: password from phone # | By default, use the last 4 alphanumeric characters of the patrons phone number as the default password when creating new users. The exact characters used may be configured via the "GUI: Regex for day_phone field on patron registration" setting. | The two most ocmmon options are the last 4 numbers of your phone number, or the last four digits of the patron barcode | True (35) False (9) |
TRUE |
| Warn when patron account is about to expire | Warn when patron account is about to expire. If set, the staff client displays a warning this many days before the expiry of a patron account. Value is in number of days, for example: 3 for 3 days. | All systems should have a value. | 30 (3) 21 (8) 60 (5) 7 (4) 28 (1) |
30 |
| Enable features that send SMS text messages. | Current features that use SMS include hold-ready-for-pickup notifications and a "Send Text" action for call numbers in the OPAC. If this setting is not enabled, the SMS options will not be offered to the user. Unless you are carefully silo-ing patrons and their use of the OPAC, the context org for this setting should be the top org in the org hierarchy, otherwise patrons can trample their user settings when jumping between orgs. | Cardinal default value is True but patrons still have to opt in to receive text notifications | TRUE | |
| Auto-Extend Grace Periods | When enabled grace periods will auto-extend. By default this will be only when they are a full day or more and end on a closed date, though other options can alter this. | This has to be set for the other Auto-Extend options to function | True (21) False (7) |
TRUE |
| Auto-Extending Grace Periods extend for all closed dates | If enabled and Grace Periods auto-extending is turned on grace periods will extend past all closed dates they intersect, within hard-coded limits. This basically becomes "grace periods can only be consumed by closed dates". | For more informative explanation, please consult the Fines and Grace Days page in the Administrative Manual | True (23) False (6) |
TRUE |
| Auto-Extending Grace Periods include trailing closed dates | If enabled and Grace Periods auto-extending is turned on grace periods will include closed dates that directly follow the last day of the grace period, to allow a backdate into the closed dates to assume "returned after hours on the last day of the grace period, and thus still within it" automatically. | This setting is the most forgiving of the grace period options. See the Fines and Grace Days page in the Administrative Manual (link in row above) | True (19) False (6) |
TRUE |
| Number of Retrievable Recent Patrons | Number of most recently accessed patrons that can be re-retrieved in the staff client. A value of 0 or less disables the feature. Defaults to 1. | Sets the number of recently served patrons that a staff member can look up at their workstation. | 10 (3) 20 (2) 2 (1) 6 (1) |
10 |
| Maximum previous checkouts displayed | This is the maximum number of previous circulations the staff client will display when investigating item details | Sets the number of recent borrowers that show up when looking who recently checked out a specified item | 10 (12) 5 (9) 3 (8) 2 (6) 6 (1) |
10 |
| Require staff initials for entry/edit of patron notes. | Appends staff initials and edit date into patron note content. | Default setting of True. Patron notes are found under the "Other" tab found on the patron view menu | TRUE | |
| Require staff initials for entry/edit of patron standing penalties and messages. | Appends staff initials and edit date into patron standing penalties and messages. | Default setting of True. Patron messages are found in the patron edit screen. | TRUE | |
| Max Patron Claims Returned Count | When this count is exceeded, a staff override is required to mark the item as claims returned | A limit to how many items can be marked as Claims Returned before an override is required. Recommendation of "10" | 3 (18) 5 (10) 2 (6) 10 (4) 8 (1) |
|
| Claim Never Checked Out: Mark copy as missing | When a circ is marked as claims-never-checked-out, mark the copy as missing | Most libraries choose True | True (22) | TRUE |
| Item Status for Missing Pieces | This is the Item Status to use for items that have been marked or scanned as having Missing Pieces. In the absence of this setting, the Damaged status is used. | Most systems do not use missing pieces. When used, the most common settings are: Missing (#4) Damaged (#14) Repair (#106) |
14 (13) 4 (10) 0 (1) 106 (1) |
14 |
| Change reshelving status interval | Amount of time to wait before changing an item from "reshelving" status to "available". Examples: "1 day", "6 hours" | To consider: How long do your items typically stay on the cart waiting to be reshelved? | 2 hours (6) 24 hours (4) 12 hours (4) 1 hour (4) 3 hours (2) |
1 hour |
| Tag Circulated Items in Results | When a user is both logged in and has opted in to circulation history tracking, turning on this setting will cause previous (or currently) circulated items to be highlighted in search results | True (21) | TRUE | |
| Warn patrons when adding to a temporary book list | Present a warning dialog to the patron when a patron adds a book to a temporary book list. | Patrons can opt out. | True (20) | TRUE |
| Library information URL (such as "http://example.com/about.html") | URL for information on this library, such as contact information, hours of operation, and directions. If set, the library name in the copy details section links to that URL. Use a complete URL, such as "http://example.com/hours.html". | |||
| Use external "library information URL" in copy table, if available | If set to true, the library name in the copy details section will link to the URL associated with the "Library information URL" library setting rather than the library information page generated by Evergreen. | True (6) | ||
| Content of event_text include | Text to be inserted into Print Templates in place of {{includes.event_text}} | Check out this event! (2) | ||
| Content of footer_text include | Text to be inserted into Print Templates in place of {{includes.footer_text}} | Main Library Hours: Mon - Thurs 9:00 - 7:00, Sat 9:00 - 5:00 (1) |
Categories on these library setting documents include Library Setting Name of functionality, description of functionality, Cardinal Value (if functionality applies across the consortium), Library System Value (where the incoming library system can decide based off their own functionality or rules), Acceptable Values (provides clarity on how to answer the Library System Value), and Recommendations and/or Comments.