Course: SD63 Evergreen Support

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Evergreen Support Site

School District #63 Saanich uses the Evergreen ILS, supported and hosted by the BC Libraries COOP, which calls our province wide community "Sitka"

All of these libraries share a Global Catalogue which is stored on a server located at the BC LIbraries COOP Office.

This support page provides information about common tasks and practices when using Evergreen
- News forum

Getting Started with Evergreen
Evergreen Support Links
Sitka-Evergreen Training Manual
http://docs.libraries.coop/sitka/

Policy Manual
https://docs.libraries.coop/policy/
Generating Student Barcodes for Circulation
Circulation and Holds
Lost, Missing, Claims Returned/ Never Checked out
- Lost items and bills File
- Claims Returned/ Never Checked Out File
General Cataloguing Information
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.
- 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.
- Cataloguing Flowchart and Local Information URL
Receipts
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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
- Setting Up Reports Folders - Video URL
- 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 Reports and Sitka Templates - Video URL
- Cloning and modifying templates File
  This section covers how to clone and modify templates
- Setting Up Recurring Reports - Video URL
- Running a Report - Video URL
- Viewing Report Output - Video URL
- 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
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Spine Labels
- NO BORDER Spine Label Sheets (8 Across, 7 Down) 1inch wide by 1.5inch tall File
Sharing resources
To easily circulate items between schools, we need to use the codabar barcodes.
Basically, you add all your items to a bucket, change the circulating library to the borrowing library and then check the items in to put them in transit.
The borrowing library checks the items in and then can circulate as usual.
The process is reversed for returning items to the original library.
Click the link for complete instructions
- Sharing library items between schools File
Inventory
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Evergreen Support Videos
- Evergreen video playlist URL
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!