Evergreen:User Guide

This documentation in based on that made available through SITKA Evergreen (http://sitka.bclibraries.ca/) and on the documentation available on the Evergreen website (http://evergreen-ils.org).

Contents 1 Getting Started 2 Circulation 3 Cataloging 4 OPAC 5 Reports 6 Administration 7 Other Documentation

Getting Started

Evergreen:Logging in

Evergreen:Staff Client Navigation

Evergreen:Customizing the Staff Client

Evergreen:System Requirements

Circulation

Evergreen:Patron Records

Evergreen:Circulation

Evergreen:Bills & Payments

Evergreen:Holds

Evergreen:Items in Transit

Evergreen:Offline Circ

Cataloging

Evergreen:Locating Records

Evergreen:Adding & Editing Items

Evergreen:Copy Alerts & Notes

Evergreen:Adding Bibliographic Records

Evergreen:Buckets

Evergreen: Deleting Records

OPAC

Evergreen:Searching the Catalog

Evergreen:Search Tips

Evergreen:My Account

Reports

Evergreen:Report Overview/Set-up

Evergreen:Report Templates

Evergreen:Cloning Shared Report Templates

Evergreen:Generating Reports

Evergreen: Recurring Reports

Evergreen:Viewing Reports

Evergreen:Report Terminology

File:Evergreen Report Tips.doc

Administration

Evergreen:Receipt Template Editor

Evergreen:Global Font and Sound Settings

Evergreen:Printer Settings Editor

Evergreen:Closed Dates Editor

Evergreen:Copy Locations Editor

Evergreen:Library Settings Editor

Evergreen:Non-Cataloged Types Editor

Evergreen:Statistical Categories Editor

Evergreen:Surveys

Evergreen:Cash Reports

Evergreen:Overdue and Hold Notices

Evergreen:Staff Accounts

Other Documentation

Note: The following links to existing Evergreen documentation may contain site-specific information or cover a different version of the Evergreen software.

• Evergreen Community Documentation [1]
• SITKA Training Manual [2]
• Michigan Evergreen User Manual [3]
• Grand Rapids Public Library Training Documents [4]
• SCLends Documentation and Training(South Carolina State Library) [5]
  
• Evergreen Indiana Staff Training Documents [6]