Michigan Evergreen Documentation

This is Evergreen documentation (starting at version 2.1 - screenshots coming) created for Michigan Evergreen users. It is intended to be used as a handy, day-to-day reference for desk use at circulation, reference or cataloging. As always, we ask Evergreen libraries to browse through this documentation and to let us know if you see errors or missing information. Please email Megan Dudek your comments and suggestions for additions and/or improvements.

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Public OPAC Searching the OPAC Basic searching Advanced searching User Accounts Accessing User Accounts Changing First-time Password in the OPAC Logging out of My Account Account Summary Items Checked Out How to renew items via the OPAC Items on Hold How to place a hold via the OPAC Advanced Hold Options How to place a hold using the advanced hold options Suspend a hold via the OPAC While creating a hold While in the Items on Hold view Activate a hold via the OPAC Using Activate Using Set Active Date Cancel a hold via the OPAC Fines Account Preferences My Bookbags Staff client Accessing the staff client Registering a workstation and first time login Logging on to the staff client Navigating in Michigan Evergreen Circulation Retrieve a patron record When you know their barcode When you don't know the barcode and need to search for the patron (F4) Setting default to local library system Checking out items (F1) Setting the due date Overrides Pre-cat/mis-scan alert Checking out a pre-cat Checking in a pre-cat Checking out non-barcoded items Checking in items (F2) Changing the check in date Alert messages Renewing materials Overriding renewals Record in-house use of materials (F6) Item Status screen (F5) Patron registration General fields Addresses Statistical categories Saving Passwords and barcodes Resetting patron/user password Replacing a patron/user barcode Adding multiple barcodes to a patron record Setting the active barcode Holds in Michigan Evergreen Placing a hold from the catalog in the staff client Placing a hold from the patron record in the staff client Hold functions Suspending a hold When the hold is created From the patron account From the bibliographic record Activating a hold When the hold is created From the patron account From the bibliographic record Canceling holds From the patron account From the bibliographic record From the Browse Holds Shelf Types of holds Metarecord holds Title holds Volume holds Copy holds Processing Holds Pull list Capturing holds and in-transit Browse holds shelf Alerts and notes Alert colors Adding and removing alerts Notes Adding and removing notes Barring and unbarring patrons Fines and billing Billing Payment Difference between forgive & void Forgive Void Adding and using patron credits Offline transactions Booking Booking : what it is and what you do Making a resource bookable in advance Creating reservations Using the booking pull list Capturing resources for reservations Picking up reservations Returning reservations Canceling a reservation

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Cataloging Michigan Evergreen Cataloging Policies Searching the catalog in the staff client Navigating the search results Retrieve a record Identifying your library's holdings/Holdings maintenance Adding holdings to records Adding holdings to multiple libraries Editing copy records How to edit copy records Copy editor in detail Edit a call number Copy templates How to create a copy template Applying a copy template Deleting a copy template Replacing barcodes Printing spine and pocket labels Deleting item and volume records Delete an item Delete a volume Processing pre-cat materials Adding new records via z39.50 When to use z39.50 The z39.50 screen How to import records via z39.50 Importing records via batch A view of the Import Records screen How to import records via batch Exporting records via batch A view of the Export Records screen How to export records via batch Creating MARC records Creating temporary records Creating permanent records Commands for editing MARC records Buckets Types of buckets Creating buckets Adding to buckets Processing buckets Deleting buckets Overlaying records Merging records MARC batch edit Authorities Access authority records Search for authority records Edit authority records Merge authority records Acquisitions Selection Lists Creating a selection list Adding to a selection list Cloning a selection list Deleting a selection list Merging a selection list Creating a brief record MARC Federated searching Mark items ready to order Purchase orders Search for purchase orders Creating a purchase order Activating a purchase order Invoices Receiving items Un-receiving items Serials Serials in Michigan Evergreen MFHD - MARC Formatting for Holdings Data Copy templates for serials Create a copy template Edit a copy template Delete a copy template Subscriptions Create a subscription Edit a subscription Manage/retrieve a subscription Delete a subscription Distributions Create a distribution Edit a distribution Streams What they are Create a stream Create a new stream Create many streams Access a stream Edit a stream Captions and patterns What they are Create a caption and pattern The pattern code wizard Issuances What it is Create an issuance Generate item predictions Receiving Access the batch receive interface From the subscription details From the serial record Simple batch receiving Advanced batch receiving

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Local system administration

Installing the staff client Changing workstation name Operator Change: New Offline Transaction Management Download Offline Patron List Local administration Receipt template editor Global font and sounds settings Printer settings editor Closed dates editor Server administration Copy locations editor Library settings editor

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Non cataloged types editor Statistical categories editor Standing penalties Notifications/actions triggers Cash reports Transit list Circulation policies Hold policies Server administration organizational types

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Organizational units Permission groups Copy statuses MARC codes Billing types z39.50 servers Circulation modifiers User permission editor Toggle button bar For developers

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About this documentation Return to the Michigan Evergreen Wiki