Evergreen Indiana Local Admin Training


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  • Good rule of thumb to not choose Circulate in house? because you want to separate non-cataloged and in-house use circ stats.
  • You cannot delete a shelving location if there are volumes or items in it. Changing the default loan period requires a helpdesk ticket. It is not recommended that these are changed at all unless the local library policy changes.
  • Open the Receipt Template Editor change the Force Printer Context to receipt. Click Save Locally. Select the next receipt template from the Name drop-down. Repeat this for every template, except maybe holds_pull_list. That one can be used to customize the pull list if you want to put the time in. Customize receipts by choosing Name. Force Printer Context: Choose receipt for each template. Actions: Export the Template settings to a flashdrive and
  • Evergreen Indiana Local Admin Training

    1. 1. Evergreen IndianaAdmin/Reports TrainingProfessional Development Office Indiana State Library Updated for Evergreen 2.2
    2. 2. Logins• All libraries are assigned three generic logins on go live day: circ1, cat2 and localadmin• Principle of least privilege.• Participants in this class will need a localadmin login.• Generic vs. individual staff logins
    3. 3. Managing Staff Logins• Creating an individual staff login – Barcode and Username [lowercase]: • [library shortname]- [abbreviated staff member name] Resetting a staff member’s • Example: isli-jdoe password if they forget it is the same as resetting a patron’s – Write down barcode password. Hit Reset Password and and password. Staff write down the new password. will use these to sign into the staff client.
    4. 4. Staff Client• Downloading staff client – Weekly Update blog > About page• Registering a workstation – Naming a workstation
    5. 5. Entering a Helpdesk Ticket• Through staff client or Weekly Update blog• Email: lib.in.us vs. hotmail.com• Screenshots and supporting documents• Captcha
    6. 6. Offline Transaction Management• Used during upgrades or locally when needed• In offline mode: – DO checkout – DON’T checkin• No database connection therefore: – No live patron data about checkouts, fines and fees, blocked or not
    7. 7. Offline Mode• Click on Standalone Mode
    8. 8. Offline Mode• Click on Check Out• Make sure the date on the left end of the menu bar is correct.• Scan patron library card.• Check that due date is correct for the item.• Scan in item barcode and hit ENTER after each item barcode is entered.
    9. 9. Offline Mode• Select Print receipt? so a receipt will print.• Click Save These Transactions? VERY IMPORTANT!• Click the Exit button when finished for the day.• Tips – Group like items together so you need to change the due date only a few times. – You may choose to print a receipt for both the patron and the library. Click Last Receipt to print the last patron receipt for the library’s records. – Before using offline mode, check the offline mode receipt in the Receipt Template Editor to make sure desired information appears.
    10. 10. Creating a Backup File• At the end of each day, you must Export the Transactions to create a backup file.• Evergreen will tell you it’s a good idea to let the system delete any other copies of the data. DO NOT let the computer do this. Select No!
    11. 11. Uploading Offline Transactions (for managers)• When database connection is re-established, local admin creates a session. – Admin > Offline Transaction Management – Click Create and enter a name. – Offline Sessions section, highlight session just created.
    12. 12. Uploading Offline Transactions (for managers)• Inform library staff who will upload saved offline transactions to your new session.• Wait until all offline transactions have been uploaded to your session.• Once all workstations have uploaded to your session, continue with Process the Transactions.
    13. 13. Uploading Offline Transactions (for circulation staff)• Manager will give you a session name.• Admin > Offline Transaction Management• Highlight correct session and click Upload.• Let manager know that transactions have been uploaded.
    14. 14. Processing Offline Transactions• Wait until all offline transactions have been uploaded.• Might need to hit Refresh button.• Highlight correct session and click Process.• Hit Refresh button.• Deal with Exceptions.
    15. 15. Pull Holds List• Pulling holds every 24 hours required.• Most libraries assign those who open the library in the morning.• Everyone is cross-trained to pull holds!• Circulation > Pull List for Holds Request• Printing/Exporting Hold Pull List
    16. 16. Transits List• Local Admin > Transit List• Choose Transit to/from• Choose library and Transit Date fall between• Click Retrieve Transits
    17. 17. Cash Reports• Local Admin > Cash Reports• Choose Start and End Date• Choose library and click Submit
    18. 18. Library Settings Editor• Consortium-wide settings are EG-IN and are controlled by EC. – Lost materials processing fee, Damaged processing fee• Libraries can set the following options locally: – OPAC timeout, Default item price, Email notification, Staff Client timeout
    19. 19. Non-cataloged Types Editor• Admin > Non-cataloged Types Editor• Circulating ephemeral items• Enter name, length of time the item should circulate, Circulate In-House? Y/N, library
    20. 20. In-house Use• Barcode and catalog an item – Examples: Equipment, cameras, computers• In-house use counts are separate than circ stats. – Must be retrieved and manually added to circ stats.
    21. 21. Closed Dates Editor• Add dates when library will be closed.• Circulation module takes Closed Dates into account when assigning due dates.
    22. 22. Copy Locations Editor• Create, edit and delete Shelving Locations – OPAC visible – Hold verify – Checkin Alert – Holdable – Circulate
    23. 23. Stat Cat Editor• Create or Edit stat cats• Patron or Item• Put in a helpdesk ticket for a report which will give you the data collected in the stat cat.
    24. 24. Printer Settings Editor• Workstation Admin > Printer Settings Editor• Use this screen if your printer does not connect with Evergreen.• Page Settings allows you to change margins.
    25. 25. Receipt Template Editor• Workstation Admin > Receipt Template Editor• Controls all receipt templates printed from Evergreen.
    26. 26. Resources• Slide 2: Circulation Manual Chapter 2 (Staff logins and Registering a patron)• Slide 3: Circulation Manual Chapter 2 (Registering a patron)• Slide 4: Circulation Manual Chapter 1 (Downloading Evergreen ILS)• Slide 5: Circulation Manual Chapter 8 (Entering helpdesk ticket)• Slide 6 – 14: Circulation Manual Chapter 9 (Standalone mode)
    27. 27. Resources• Slides 15 & 16: Circulation Manual Chapter 7 (Holds) and Cataloging Manual Chapter 21 (Holds)• Slide 23: http://www.in.gov/library/files/Statisical_Cat egories.pdf• Reports training: http://www.in.gov/library/files/evergreen_in diana-reportingguide-basic.pdf
    28. 28. Self-paced trainings• Local admin and reports training: http://www.in.gov/library/files/Accessing_the _Reporting_and_Admin_Overview_Self- Paced_Tutorial.pdf