Manuals – Evergreen Indiana

Members of our support team and governance committees have created extensive user manuals for getting up and running in Evergreen Indiana. Please note that these do reflect our policies and procedures and may not represent the workflows of other consortia. These documents are updated as the committees make updates available.

The manuals reference hotkey combinations. Hotkey combinations will work in the staff client, but may or may not function as expected in the web client.

F1 = Check out
F2 = Check in
F3 = Search the catalog
F4 = Patron lookup
F5 = Item Status
F6 = In-house use
F8 = Retrieve last patron account opened
F9 = Reprint most recent receipt
SHIFT + F1 = Register patron account

» Local Administration Manual (Version 3.1-3.2)

Cataloging Training Manual (Staff Client)

Cataloging Training Manual (Web Client)

This manual is being released as it is finished; not all chapters are currently available for the web client.

Detailed Table of Contents
Chapter 1: Getting Started (Version 3.1)
Chapter 2: Searching the Evergreen Indiana Catalog
Chapter 3: Introduction to Holdings View (Version 3.2)
Chapter 4: Column Pickers
Chapter 5: Adding Holdings
Chapter 6: Holdings Templates (Version 3.2)
Chapter 7; Using the Copy Editor
Chapter 8: Changing Call Numbers (Version 3.1)
Chapter 9: Adding Holdings for Multiple Volumes Simultaneously
Chapter 10: Transferring Call Numbers and Items (Version 3.2)
Chapter 11: Printing Spine and Pocket Labels (Version 3.1)
Chapter 12: Adding New Records via Z39.50
Chapter 13: Overlaying Records (Version 3.1)
Chapter 14: Using the MARC Editor (Version 3.1)
Chapter 15: The Item Status Screen
Chapter 16: Creating Records in Evergreen
Chapter 17: Copy Buckets
Chapter 18: Deleting Records
Chapter 19: Record Buckets
Chapter 20: Replacing Barcodes (Version 3.1)
Chapter 21: Holds
Chapter 22: Pre-Cats and ILL
Chapter 23: Adding Magazine Issues
Chapter 24: Batch Import/Export Tool
Chapter 25: Managing Monographic Parts (Version 3.1)

Circulation Training Manual [Staff Client edition]

Table of Contents
Chapter 1: Owning vs. Circulating Library (2015 edition)
Chapter 2: Patron Registration (2015 edition)
Chapter 3: Checkout and Checkin (2016 edition)
Chapter 4: Marking Items as Missing, Damaged, Lost or Claims Returned (2016 edition)
Chapter 5: Billing (2016 edition)
Chapter 6: Searching the OPAC
Chapter 7: Holds (2016 edition)
Chapter 8: Transits (2016 edition)
Chapter 9: Important URLs and Helpdesk Tickets (2016 edition)
Chapter 10: Standalone Mode (2017 edition)

Circulation Training Manual [Web Client edition]