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 may or may not function as expected in some interfaces of 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 (Evergreen Version 3.2)
» Reporting Manual (Evergreen Version 3.2)
Cataloging Training Manual (Staff Client)
- Detailed Table of Contents
- Chapter 1: Getting Started
- Chapter 2: Searching the Evergreen Indiana Catalog
- Chapter 3: Holdings Maintenance
- Chapter 4: Column Pickers
- Chapter 5: Adding Holdings
- Chapter 6: Item Templates
- Chapter 7: Using the Copy Editor
- Chapter 8: Changing Call Numbers
- Chapter 9: Adding Holdings for Multiple Volumes Simultaneously
- Chapter 10: Transferring Volumes and Items
- Chapter 11: Printing Spine and Pocket Labels
- Chapter 12: Adding New Records via Z39.50
- Chapter 13: Overlaying Records
- Chapter 14: Using the MARC Editor
- 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
- 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
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 (Version 3.2)
- Chapter 5: Adding Holdings (Version 3.2)
- Chapter 6: Holdings Templates (Version 3.2)
- Chapter 7: Using the Holdings Editor (Version 3.2)
- Chapter 8: Changing Call Numbers (Version 3.1)
- Chapter 9: Adding Multiple Holdings Simultaneously (Version 3.2)
- Chapter 10: Transferring Call Numbers and Items (Version 3.2)
- Chapter 11: Printing Spine and Pocket Labels (Version 3.2)
- 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: Item Buckets (Version 3.2)
- Chapter 18: Deleting Records (Version 3.2)
- Chapter 19: Record Buckets (Version 3.2)
- Chapter 20: Replacing Barcodes (Version 3.1)
- Chapter 21: Holds (Version 3.2)
- Chapter 22: Pre-Cats and ILL
- Chapter 23: Magazine Issues (Version 3.2)
- Chapter 24: Batch Import/Export Tool
- Chapter 25: Managing Monographic Parts (Version 3.1)
- Chapter 26: Conjoined Holdings (Version 3.2)
Circulation Training Manual [Web Client edition]
- Complete Manual
- Chapter 1: Owning vs. Circulating Library [Evergreen version 3.2]
- Chapter 2: Registration and Maintenance of User Accounts [Evergreen version 3.2]
- Chapter 3: Checkout and Checkin [Evergreen version 3.2]
- Chapter 4: Marking Items as Missing, Damaged, Lost or Claims Returned [Evergreen version 3.2]
- Chapter 5: Billing [Evergreen version 3.2]
- Chapter 6: Searching the OPAC
- Chapter 7: Holds [Evergreen version 3.2]
- Chapter 8: Transits [Evergreen 3.2]
- Chapter 9: Standalone Mode [Evergreen 3.2]
- Chapter 10: Circulation Administration [Evergreen 3.2]