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Home → Circulation in Evergreen → Configuring Evergreen for your Workstations → Column Picker

3.2. Column Picker

Last Updated 11/02/2023


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.

Screenshot of the patron search with the column picker dropdown icon indicated in a red box.

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.

Column picker drop down menu.

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.

Grid Column Configuration pop up from the Manage Columns menu option.

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

Column picker manage widths

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. Example of the save columns icon.

 

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