SD63 Evergreen Support

Library Tech Manual

• Library Tech Manual File

Frequently asked questions

• Frequently asked questions File

  Activating patron accounts

  Missing title imported from Z39.50

  Re-setting workstation defaults for log-in

  How much memory is Evergreen using?

Getting Started with Evergreen

• Using Evergreen for the first time File
• Search Preferences and Column Configurations File
• Profile manager - logging in at different locations
• Library Short Codes File

Registering/ Moving patrons

• Registering new patrons File
• Barcode Generator Instructions Assignment

  Setting up the barcode generator

  1.      Click on the barcode generator file you would like to use (below). One displays the student number and the other does not.

  2.      This automatically downloads the .html file to your computer’s ‘Download’ file.

  3.      Click on the arrow in the download display at the bottom of the page and select ‘Show in folder’.

  4.      Drag the barcode Page file to your desktop or another location of your choice.

  5.      Open the barcode Page file. This should open a browser window (Chrome or Internet Explorer).

  6.      Bookmark this page for future access. The time time you need to use it, you can just click on your Bookmark. 

  Using the Barcode Generator

  1.      Enter the student number (barcode) and student name.

  2.      If there are more than six, click ‘Make my Barcodes’ after entering the first row and repeat.

  3.      If there are not enough to fill a complete row, click in the radio button above the last barcode/ name you entered.

  4.      After all barcodes are entered, click ‘Switch to SD63 Header’.

  5.      Right-click on the screen and select ‘Print’

  6.      If you are using Chrome, click on ‘More Settings’ and reduce the scale to fit all your barcodes on one page.

  
  

• Barcode Generator - with student number display File
• Barcode Generator - student numbers not displayed File

Circulation and Holds

• Basic circulation File
• Finding out who has an item File
• Holds File

  This document covers how to place holds, capture holds and view active holds

Lost, Missing, Claims Returned/ Never Checked out

• Lost items and BIlls File

  Lost items– Mark an item lost when it is checked out to someone and the patron tells you the item is lost or it is long overdue and can be marked lost at your discretion

  Marking an item 'lost' will automatically apply a charge to the patron’s account. If the item is returned after the patron has paid for it, the patron’s account will be credited. 

  
  

• Missing Items File

  Missing –Mark an item missing when it has a status of available but cannot be found in the collection. 'Missing' status also includes items that were not counted in the last inventory and items that were marked Lost in L4U

  
  

  Items can be marked missing in Item Status or in the Holdings Maintenance view of the catalogue display.

• Claims Returned and Never Checked Out File

General Cataloguing Information

• Characteristics of a "Best" MARC record URL
• Cataloguing Resources URL

  A list of handy resources for cataloguing. Feel free to add your own!

• MARC records - commonly used fields File
• Genre/ Form Subject Headings File
• Marc records - RDA changes File

SD63 Cataloguing in Evergreen

• Adding new items to Evergreen File
• Local notes, subject headings and copy notes File

  When to use a local note compared to a copy note, how to add a local subject heading and how to add an alert to items that will display every time you check them in or out. 

• Copy (item) records File

  Edit the copy record to change the sehlving location, circ modifier, circ library, price, copy alert or copy note.
• Copy (Shelving) Locations - adding and editing File
• Replacing Barcodes and Changing Call Numbers File
• Local subject heading authority list for SD63 Library Learning Commons URL
• Fixed Fields File

  How to use the control fields that tell the database how to display information in the catalogue and how to filter in search results. 

• Merging records in Evergreen File

  Merge records when you there are duplicate bibliographic records for the same title. 

• Importing records using Z39.50 File

  Import a record from Z39.50 when you have a new item and there is no existing record in Evergreen to add your copy to. 

• Overlaying records using Z39.50 File

  Overlay a poor record in Evergreen with a better record from Z39.50. Your original item will keep of all it's circulation and copy information. 
• Transferring holdings between records File
• Cataloguing Flowchart and Local Information URL
• Sitka Evergreen Policy Manual URL

Receipts

• Importing a receipt template - 3 min video URL

  Importing printer receipt templates

  1. Download the receipt templates file below by right-clicking the link below and choosing "Save link As" to save them to your Desktop (or Downloads folder)
     Download SD63 Evergreen Receipt Templates
     
  2. In Evergreen, go to Admin (top right) > Workstation Administration > Receipt Template Editor
  3. Click the Import button on the right.
  4. Select the SD63_Evergreen_Receipt_Templates file you downloaded in step 1 from wherever you saved it to, and click Open. A message will appear showing you the templates that are imported. Click OK.
  5. Click the Save locally button.

  Adjusting printer margins

  1. In Evergreen, go to Admin (top right) > Workstation Administration > Printer Settings Editor
  2. Click the Page Settings button
     
  3. Click the Margins & Header/Footer tab
  4. Change Top, Bottom, Left, and Right to 1 (if margins show in inches), or 25.4 (if margins show in millimeters)
     
  5. Click OK

  If you only want to print some of the items that are out, select these first by holding CTRL and clicking on the title and then click Print Receipt.

Reports

• All report printing instructions - all of the individual documents below are included here File

  Some quick tips for report printing;

  • You need at least one sub-folder in each section (template, report, output) to create reports
    
  • Clone templates to your template folder before using them to create reports
  • To 'run a report', choose your template and then 'create a new report' by filling in the information
  • View your report in the 'output' section
  • Make changes to reports and run reports again by editing the report, giving it a new title, and then Saving as New

• Set-up File

  This section covers how to set up your templates, report and output folders set up so you can start generating reports. 

• Cloning and modifying templates File

  This section covers how to clone and modify templates

• Creating a new report and viewing report output File

  This section covers 'running' a report and editing a report to re-use it as well as viewing report output. 

  There is additional information about using date ranges in overdue reports, creating recurring reports, and the different between relative and real dates. 

  
  

Mail Merge Instructions

• Mail Merge Instructions File

Spine Labels

• NO BORDER Spine Label Sheets (8 Across, 7 Down) 1inch wide by 1.5inch tall File

Sharing resources

• Sharing library items between schools File

Inventory

• Inventory File

Evergreen Support Links

Barcode Scanner Support

• These documents contain barcodes that you can scan with your barcode scanner to enable/change some of their settings or capabilities. All barcode scanners can do this, so if you have a scanner not listed below, let us know and we can find the manual and codes for your scanner.

  LS1900 BarCode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)

  LS 1902 Barcode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)

  LS 2208 Barcode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)
  

  Honeywell 1400g Barcode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)
  

  LS1004 BarCode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)
  

  LS1006 BarCode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)

  IT3800 BarCode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)
  

  Orbit MS7120 Barcode Scanner Manual (Enable Codabar Barcodes, Remove Extra Characters)
  

  Download the appropriate document that matches your scanner and then print it off.  Then just scan it with your scanner and it will work with the new Barcodes and Features.

  2 things to scan:  1) Enable Codabar 2) Enable NOTIS Editing (remove Start/Stop Characters)

  All done!