Sitka’s Evergreen FAQs

Click on a topic to get started:

Acquisitions

Sometimes it may look like the screen stalls because of network slowness. Do not load the order again. Instead, open another tab in Evergreen and do a search for a pending purchase order to see if the order has loaded.
Acquisitions -> Purchase Orders -> change state to “pending” in default search -> click search.

For more information see http://docs.sitka.bclibraries.ca/Acq/current/html/purchase-order-search.html

and http://docs.sitka.bclibraries.ca/Acq/current/html/marc-order-records.html

Select Acquisitions > Open Invoices and then decide how you want to search. The default search is set to search open invoices, but you can edit search settings in this screen.

See some search tips at http://docs.sitka.bclibraries.ca/Acq/current/html/invoice-search.html#invoice-search-tips

Cataloguing

If records don’t have cover art there are two things you can do.

First, check and make sure the record has the relevant ISBN (020 tag), ISSN (022 tag) or UPC (024 tag) in the MARC record. If the UPC (in the case of a DVD) is missing add it, save the record, and check to see if the cover art displays.

If the relevant identifier tags (ISBN, ISSN, or UPC) are in the MARC record and the cover art is still not displaying you can email Content Cafe (they supply the cover art). Contact BC Libraries Cooperative Support for the email address, and in your email to Content Cafe please include the ISBN, ISSN, or UPC and the title.

It usually takes two or three days for the missing cover art to be added.

To enable holds on an on-order title, you need to create a dummy copy record with a barcode. You can use a real barcode or a dummy one, e.g. NLCLIBRARYCODE00001. You can change the copy’s status from In Process to On Order, which is OPAC visible and holdable.

When the item comes in you will need to update the copy record. For example, you will need to update copy status, and if you used a dummy barcode, you will need to edit the copy barcode.

For further information see the Sitka Cataloguing Policy FAQ 5.5.5 at http://docs.sitka.bclibraries.ca/Policy/current/html/policy-cat-faqs.html

Staff sometimes receive the following message when scanning materials: “XXXXXXX was either mis-scanned or is not catalogued.”

Some common causes are:
1. Barcode has actually been mis-scanned.
2. Item is not catalogued and so barcode does not exist in the system.
3. There was a space entered in the field where the barcode was scanned.
4. There was a space in the field when the barcode was created.
5. There was a mis-scan when the item was created that resulted in only a partial barcode being entered.
6. The wrong barcode was scanned when the item was created and so the barcode in the system does not match the barcode physically on the item.

Causes 4-6 can be resolved by determining the correct barcode for the item and using the Replace Barcode function to replace the incorrect barcode with the correct one.

The Replace Barcode function can be found on the drop down menus on both the Item Status and Holdings Maintenance screens.

See http://docs.libraries.coop/sitka/_replacing_a_barcode.html for more information, including a video.

OPAC icons for text, moving pictures, sound, and electronic resources rely on correct MARC coding in the leader and the 008, as do OPAC search filters such as publication date, item type, or target audience.

Please refer to the Sitka training manual at the following links for information on how to edit the MARC leader and the 008 and which fixed fields affect which icons.

http://docs.libraries.coop/sitka/_editing_marc_record_leader_and_fixed_field_008.html

http://docs.libraries.coop/sitka/_format_filters_and_format_icons.html

Evergreen uses local call number (volume) records, or an owning library scoping statement in the 856 MARC tag of an electronic resource, to determine which library “owns” an item associated with the MARC record. If a MARC record has no local call number (volume) record attached to it, and it does not contain an owning library statement in the 856 tag, then Evergreen has no way to know which library owns it, and relevant staff client catalogue searches at all Sitka libraries will retrieve the record. Public OPAC searches never retrieve these records, so your patrons will never find these records.

We affectionately call these “orphan records”. If you come across one and it is recently added, you can ignore it and assume a cataloguer at another library has not yet completed the cataloguing cycle and soon local call number and copy records will be added to it, thereby scoping search results to “owning” library. If you find one that is clearly very old, forgotten , and truly orphaned, it is OK to either delete it or report it to BC Libraries Cooperative Support and we will look after it.

The Sitka Training Manual has more information about all things cataloguing at http://docs.libraries.coop/sitka/_cataloguing_2.html

The simplest way to replace an item’s barcode is to use the Replace Barcode function on the Circulation drop down menu. You will be prompted to enter the old barcode and then the new barcode.

Replace Barcode function is also available on the Holdings Maintenance screen.

The Edit function (the link beside item’s barcode) on Record Details screen on the catalogue allows you to update barcode, too.

You may also replace a barcode on the Item Status (F5) screen.

For more information including a video see http://docs.libraries.coop/sitka/_replacing_a_barcode.html

Best practice is to add correctly coded MARC records to the catalogue. Correctly coded MARC records will “scope” to your OPAC searches and not to others. You do not need to create item records for these types of resources. Evergreen requires the resource URL and your owning library data in the 856 u,y,z, and 9 MARC tag and subfields. You also need to set the first indicator to 4 and the second indicator to 0. Indicators can not be left blank.

It is quite straightforward to enter the required data in the correct MARC tag as described in the Sitka Training manual at http://docs.libraries.coop/sitka/cataloguing_nonphysical_resources.html

The MARC 590 Tag can be used to create shareable lists

1. When adding new items to the catalogue add a 590 tag to the MARC record.

MARC Tag = 590

$a = ListName

$5 = LIBRARYSHORTCODE

It’s important to use unique terms for $a to avoid extracting unwanted records. Avoid all meaningful words. Example use “J17AF” for June Adult Fiction

2. In the OPAC complete an Expert Search to find the list URL

Tag = 590

Subfield = a

Value = ListName

Search Library = Your Library

3. Copy the URL to post on your website

Example = ZSP New Adult Fiction June 2017

Circulation

A bad barcode error message is displayed when the Strict Barcode check box at bottom of the screen has been selected. This checkbox is found on the Check In screen, Item Status screen , and In House Circulation screen.

When this checkbox is selected Evergreen is expecting only 14 digit Codabar barcodes and alerts you every time a different format is scanned. Un-check the Strict Barcode box on affected screens on affected computers to resolve the error.

Staff sometimes receive the following message when scanning materials: “XXXXXXX was either mis-scanned or is not catalogued.”

Some common causes are:
1. Barcode has actually been mis-scanned.
2. Item is not catalogued and so barcode does not exist in the system.
3. There was a space entered in the field where the barcode was scanned.
4. There was a space in the field when the barcode was created.
5. There was a mis-scan when the item was created that resulted in only a partial barcode being entered.
6. The wrong barcode was scanned when the item was created and so the barcode in the system does not match the barcode physically on the item.

Causes 4-6 can be resolved by determining the correct barcode for the item and using the Replace Barcode function to replace the incorrect barcode with the correct one.

The Replace Barcode function can be found on the drop down menus on both the Item Status and Holdings Maintenance screens.

See http://docs.libraries.coop/sitka/_replacing_a_barcode.html for more information, including a video.

Working locations must be assigned to a staff account for that account to function properly. If a working location is not assigned to a particular staff login account, the registration and edit patron screens will not display properly.

Local System Administration permissions are required to assign Working Location to staff accounts, so ensure you are logged into Evergreen with an LSA account when creating and editing staff accounts.

To assign a working location:
1. Access the staff account and select Edit.
2. From the Other menu select User Permission Editor.
3. Tick the box next to user’s library in the list of Working Locations.
4. Click Save at the bottom of the page.

This can also be done with the user’s barcode through Admin -> User Permission Editor

For more information about creating and editing staff accounts see http://docs.libraries.coop/sitka/_staff_accounts.html

Holds Selection Depth is the field that controls which range of libraries Evergreen will target a copy for a hold, which is useful information for troubleshooting a hold. The field is filled by Evergreen when the hold is placed.

Selection depth 1 means within your regional federation or BC ILC or Spruce, 2 means within your library or its branches only. For a hold with selection depth of 2, Evergreen will not target other regional libraries’ copies. This is how Evergreen makes it possible not to target other libraries’ copy when your library has a copy.

The hold targeter will not target subsequent new copies so staff may need to cancel and re-target the hold on a particular copy to update the selection depth in situations where hold will not be filled otherwise.

Check-in Modifiers are used to force certain actions when an item is checked in; they act to modify the basic check-in transaction to achieve a variety of potentially required outcomes. You may select or de-select Check-in Modifiers at bottom right of Check-in screens.

The options are:

Ignore Pre-cat Items: no prompt when checking in a pre-cat item. Item will be routed to Cataloguing with Cataloguing status.

Suppress Holds and Transit: item will not be used to fill holds or sent in transit. Item has Reshelving status.

Amnesty Mode/Forgive Fines: overdue fines will be voided if already created or not be inserted if not yet created (e.g. hourly loans).

Auto-Print Hold and Transit Slips: slips will be automatically printed without prompt for confirmation.

Clear Holds Shelf: checking in hold-shelf-expired items will clear the items from the hold shelf (holds to be cancelled).

Retarget Local Holds: when checking in in-process items that are owned by the library, attempt to find a local hold to re-target. This is intended to help with proper targeting of newly-catalogued items.

Retarget All Statuses: similar to Retarget Local Holds, this modifier will attempt to find a local hold to re-target, regardless of the status of the item being checked in. This modifier must be used in conjunction with the Retarget Local Holds modifier.

Capture Local Holds as Transits: with this checkin modifier, any local holds will be given an in transit status instead of on holds shelf status. The intent is to stop the system from sending holds notifications before the item is ready to be placed on the holds shelf and item will have a status of in-transit until checked in again. If you wish to simply delay notification and allow time for staff to process item to holds shelf, you may wish to use the Hold Shelf Status Delay setting in Library Settings Editor instead.

Manual Floating Active. This check in modifier works in conjunction with floating groups, as configured for your library by Sitka Support.

These options may be selected simultaneously. The selected option is displayed in the header area of the check-in screen.

Maximum items out, maximum overdue items, maximum fines, and maximum lost items allowed on patrons’ accounts can be set by you in Group Penalty Thresholds. You access Group Penalty Thresholds via Admin > Local System Admin > Group Penalty Thresholds. You must be logged into Evergreen as a Local System Administrator to manage these settings.

BC Libraries Cooperative Support has configured Sitka defaults but your local settings will override them.

Please refer to the Sitka Documentation for detailed information about how these settings work.

http://docs.libraries.coop/sitka/_group_penalty_thresholds.html

This can happen when a patron account has an old penalty that pre-dates current settings in Global Penalty Thresholds.

You can simply delete the message and the patron’s record will be cleared.

In patron account, select Messages> then highlight/select the relevant message>Select Actions for These Penalties/Messages>Remove Penalty Message.

For more detailed information on managing Patron Messages see http://docs.libraries.coop/sitka/_patron_alerts_notes_messages_and_notifications.html#_patron_messages

Emailed and texted messages are viewable on the staff client via patron or item records.

To view these messages, called triggered events, for a patron, find the patron record and select Other → Triggered Events. By default, events with complete status for pre-due and overdue notices are displayed. You may need to wait a couple of minutes for the screen to load, depending on patron.

You can choose to view circulation or hold notices by using the drop down arrow in the filter on right of screen, or re-send notices, or cancel pending notices from this screen.

If the status of a particular event is complete, then Evergreen’s mail or SMS server has sent the notice, and no longer affects what happens to the message on the internet, or how it is delivered. If the patron’s email address or phone number is correct in their account and you have confirmed the notice has been sent , then BC Libraries Cooperative Support recommends you ask patrons to confirm local settings such as spam filters,which may be blocking BCLC’s email address, or their junk folders, and possibly request technical support from their ISP.

You can see more detailed information about patron notices at http://docs.libraries.coop/sitka/_patron_alerts_notes_messages_and_notifications.html#_patron_notifications

The patron deletion tool developed by the BC Libraries Cooperative Support team is found on the Welcome or “Splash” page of Evergreen, the default view when you log in. You must login to the tool with your Evergreen Local System Administrator account.

You can delete inactive cards and patron accounts, singularly or in small batches, from this screen. Note we have de-activated the Deletion option found within the patron record.

For more detailed information, see: http://docs.libraries.coop/sitka/delete-patron-card.html

The easiest way to clear a negative balance is to select the line item in the patron’s Bills screen, and click Actions for Selected Transactions → Adjust to Zero → Yes.

For more information see http://docs.libraries.coop/sitka/_adjust_bill_balance_to_zero.html

You can also use Evergreen’s Refund option to clear a negative balance, or add a positive bill in equal amounts to the negative line item to adjust to zero. For more information on those options please see: http://docs.libraries.coop/sitka/_refund.html

This is normal behaviour as the holds targeter only checks for older holds once every 24 hours at roughly the hold request time. It would target the checked-in item the next day, but you can force it to re-check immediately by using the check in modifier Re-target Local Holds when checking in an in-process item, or by re-targeting the hold on top of the holds queue in the catalogue by selecting Actions for this Record > View Holds , or by selecting the hold in the patron’s record and selecting Actions for this Hold > Find Another Target.

For more detailed information on managing holds see http://docs.libraries.coop/sitka/_managing_holds.html

If the address field is greyed out it means the patron’s address belongs to another patron, so you need to edit the address in the address owner’s account. Click the blue coloured link of the address owner’s name. The address owner’s account will be opened in a new tab. You may edit the address there, which updates both records.

If the address is no longer shared and patron needs a new address on their account, click New Address in their account , enter the new information, select both Mailing and Billing buttons, and save the record. The old address will be overridden with new, and the address field is not greyed out.

For more information on managing patron accounts, see http://docs.libraries.coop/sitka/_update_patron_account.html#_unlinking_shared_patron_addresses

Yes, if patrons would like to opt out of receiving welcome, courtesy , overdue, and account expiry emails they can do so through their account preferences on the OPAC, or staff can un-check the box “Receive Overdue and Courtesy Emails” in Edit screen in patron account.

Ensure that all workstations have the Patron Name Search (F4) set to search Sitka by default. This setting is sticky and we recommend it be selected. Searching Sitka means you search all patrons registered with your home library AND any Sitka patron you have opted-in with their consent. If you do not set the patron name search Sitka wide, and default to home library or system, you will not find opted in patrons by name, you will have to scan their barcode (F1) to find them.

The name search is configured to search only home and opted in patrons,even when set Sitka wide, so there is no chance of retrieving other libraries’ patrons that have not opted in to your library.

The simplest way to replace an item’s barcode is to use the Replace Barcode function on the Circulation drop down menu. You will be prompted to enter the old barcode and then the new barcode.

Replace Barcode function is also available on the Holdings Maintenance screen.

The Edit function (the link beside item’s barcode) on Record Details screen on the catalogue allows you to update barcode, too.

You may also replace a barcode on the Item Status (F5) screen.

For more information including a video see http://docs.libraries.coop/sitka/_replacing_a_barcode.html

Patrons with items checked out or on hold cannot be deleted until the items are checked back in and the holds are cancelled.

As well, if the patron’s home library does not match your home library (or one of your branches) you will be blocked from deleting the patron. You can edit the patron’s account and update their home library to match yours in order to delete the patron.

More information on deleting patrons can be found here: http://docs.libraries.coop/sitka/delete-patron-card.htmll

When generating transit slips Evergreen uses the the Hold Address saved for the library the item is transiting to. If no address is entered the following text will appear on the transit slip “We do not have a holds address for this library.”

If you encounter this you can contact the library directly or contact Support and request that the library update their Holds Address.

The Holds Address can be updated in Evergreen by a local administrator by going to Admin -> Server Administration -> Organizational Units. Further information can be found here: http://docs.libraries.coop/sitka/_orgnizational_unit.html#_library_addresses

Email and Print Notices

Emailed and texted messages are viewable on the staff client via patron or item records.

To view these messages, called triggered events, for a patron, find the patron record and select Other → Triggered Events. By default, events with complete status for pre-due and overdue notices are displayed. You may need to wait a couple of minutes for the screen to load, depending on patron.

You can choose to view circulation or hold notices by using the drop down arrow in the filter on right of screen, or re-send notices, or cancel pending notices from this screen.

If the status of a particular event is complete, then Evergreen’s mail or SMS server has sent the notice, and no longer affects what happens to the message on the internet, or how it is delivered. If the patron’s email address or phone number is correct in their account and you have confirmed the notice has been sent , then BC Libraries Cooperative Support recommends you ask patrons to confirm local settings such as spam filters,which may be blocking BCLC’s email address, or their junk folders, and possibly request technical support from their ISP.

You can see more detailed information about patron notices at http://docs.libraries.coop/sitka/_patron_alerts_notes_messages_and_notifications.html#_patron_notifications

Yes, if patrons would like to opt out of receiving welcome, courtesy , overdue, and account expiry emails they can do so through their account preferences on the OPAC, or staff can un-check the box “Receive Overdue and Courtesy Emails” in Edit screen in patron account.

Local System Administration

Working locations must be assigned to a staff account for that account to function properly. If a working location is not assigned to a particular staff login account, the registration and edit patron screens will not display properly.

Local System Administration permissions are required to assign Working Location to staff accounts, so ensure you are logged into Evergreen with an LSA account when creating and editing staff accounts.

To assign a working location:
1. Access the staff account and select Edit.
2. From the Other menu select User Permission Editor.
3. Tick the box next to user’s library in the list of Working Locations.
4. Click Save at the bottom of the page.

This can also be done with the user’s barcode through Admin -> User Permission Editor

For more information about creating and editing staff accounts see http://docs.libraries.coop/sitka/_staff_accounts.html

To register a staff client:

Navigate to Sitka Evergreen’s secure URL in Chrome, https://catalogue.libraries.coop/eg/staff/login
Enter your username and password (this must be an account with LSA permissions)
Enter a name for your workstation in the Workstation Name field. If name already exists, accept prompt to force action.
From the Organization drop down menu choose the location (branch) you would like to register this workstation to and click Register.
Click Use Now. Login with any staff login once workstation is registered.

For more information see http://docs.libraries.coop/sitka/_register_staff_workstation.html

Maximum items out, maximum overdue items, maximum fines, and maximum lost items allowed on patrons’ accounts can be set by you in Group Penalty Thresholds. You access Group Penalty Thresholds via Admin > Local System Admin > Group Penalty Thresholds. You must be logged into Evergreen as a Local System Administrator to manage these settings.

BC Libraries Cooperative Support has configured Sitka defaults but your local settings will override them.

Please refer to the Sitka Documentation for detailed information about how these settings work.

http://docs.libraries.coop/sitka/_group_penalty_thresholds.html

This can happen when a patron account has an old penalty that pre-dates current settings in Global Penalty Thresholds.

You can simply delete the message and the patron’s record will be cleared.

In patron account, select Messages> then highlight/select the relevant message>Select Actions for These Penalties/Messages>Remove Penalty Message.

For more detailed information on managing Patron Messages see http://docs.libraries.coop/sitka/_patron_alerts_notes_messages_and_notifications.html#_patron_messages

Emailed and texted messages are viewable on the staff client via patron or item records.

To view these messages, called triggered events, for a patron, find the patron record and select Other → Triggered Events. By default, events with complete status for pre-due and overdue notices are displayed. You may need to wait a couple of minutes for the screen to load, depending on patron.

You can choose to view circulation or hold notices by using the drop down arrow in the filter on right of screen, or re-send notices, or cancel pending notices from this screen.

If the status of a particular event is complete, then Evergreen’s mail or SMS server has sent the notice, and no longer affects what happens to the message on the internet, or how it is delivered. If the patron’s email address or phone number is correct in their account and you have confirmed the notice has been sent , then BC Libraries Cooperative Support recommends you ask patrons to confirm local settings such as spam filters,which may be blocking BCLC’s email address, or their junk folders, and possibly request technical support from their ISP.

You can see more detailed information about patron notices at http://docs.libraries.coop/sitka/_patron_alerts_notes_messages_and_notifications.html#_patron_notifications

The patron deletion tool developed by the BC Libraries Cooperative Support team is found on the Welcome or “Splash” page of Evergreen, the default view when you log in. You must login to the tool with your Evergreen Local System Administrator account.

You can delete inactive cards and patron accounts, singularly or in small batches, from this screen. Note we have de-activated the Deletion option found within the patron record.

For more detailed information, see: http://docs.libraries.coop/sitka/delete-patron-card.html

Yes, if patrons would like to opt out of receiving welcome, courtesy , overdue, and account expiry emails they can do so through their account preferences on the OPAC, or staff can un-check the box “Receive Overdue and Courtesy Emails” in Edit screen in patron account.

Ensure that all workstations have the Patron Name Search (F4) set to search Sitka by default. This setting is sticky and we recommend it be selected. Searching Sitka means you search all patrons registered with your home library AND any Sitka patron you have opted-in with their consent. If you do not set the patron name search Sitka wide, and default to home library or system, you will not find opted in patrons by name, you will have to scan their barcode (F1) to find them.

The name search is configured to search only home and opted in patrons,even when set Sitka wide, so there is no chance of retrieving other libraries’ patrons that have not opted in to your library.

Best practice is to add correctly coded MARC records to the catalogue. Correctly coded MARC records will “scope” to your OPAC searches and not to others. You do not need to create item records for these types of resources. Evergreen requires the resource URL and your owning library data in the 856 u,y,z, and 9 MARC tag and subfields. You also need to set the first indicator to 4 and the second indicator to 0. Indicators can not be left blank.

It is quite straightforward to enter the required data in the correct MARC tag as described in the Sitka Training manual at http://docs.libraries.coop/sitka/cataloguing_nonphysical_resources.html

Staff accounts for Evergreen are treated the same as patron records, you retrieve and edit staff acounts in the Patron editor.

If you are logged onto Evergreen as a Local System Administrator (LSA) you can edit all staff accounts below LSA on the profile hierarchy, with LSA being highest. You can not edit another staff member’s Local System Administrator account. Contact Co-op Support for edits to LSA staff accounts.

All staff can edit their own accounts, except for their Permission Profile, in the staff client, and their password, user name, and email address via the My Account link on your catalogue. Staff with an email address in their staff account can also use the Forgot Your Password link on your public catalogue.

Sometimes it may look like the screen stalls because of network slowness. Do not load the order again. Instead, open another tab in Evergreen and do a search for a pending purchase order to see if the order has loaded.
Acquisitions -> Purchase Orders -> change state to “pending” in default search -> click search.

For more information see http://docs.sitka.bclibraries.ca/Acq/current/html/purchase-order-search.html

and http://docs.sitka.bclibraries.ca/Acq/current/html/marc-order-records.html

OPAC

OPAC icons for text, moving pictures, sound, and electronic resources rely on correct MARC coding in the leader and the 008, as do OPAC search filters such as publication date, item type, or target audience.

Please refer to the Sitka training manual at the following links for information on how to edit the MARC leader and the 008 and which fixed fields affect which icons.

http://docs.libraries.coop/sitka/_editing_marc_record_leader_and_fixed_field_008.html

http://docs.libraries.coop/sitka/_format_filters_and_format_icons.html

The Forgot Your Password? link in the Evergreen OPAC allows patrons to enter either their username or barcode and receive an email allowing them to reset their password. The link is found on the My Account login page. Staff may also use this link to update their Evergreen staff account passwords.

Emails for the Forgot your password link are sent every 2 minutes, and are sent to the email address associated with the Evergreen patron or staff account.

There are a few possible reasons why patrons or staff may not receive this email:
– Patrons may have entered their username or barcode incorrectly into the Request Password Reset form.
– Patrons may not have an email entered in their Evergreen account.
– Patrons may have an outdated or incorrect email entered in their Evergreen account.
– The email may be going to patrons’ spam or junk folders.

More information including a video can be found at http://docs.libraries.coop/sitka/_resetting_your_password.html

Reports

To move Report templates you will need to ensure that  the folders they currently reside in are shared with your library. Sharing them makes them visible to anyone at your library who has signed the Reporter Privacy Waiver and has access to the Reports interface.  The new staff member handling reports can then login and clone the report templates you would like to move from the old staff member’s folders , same as you would clone a report from the Sitka templates folder.

Any report output that you need to save for future reference should be opened as Excel or CSV Output and saved to your computer or network.

You will also need to cancel any recurring reports on the old account. To cancel recurring reports you need to go into the Reports folder for each report and delete the report. (Deleting reports also deletes any output attached to the report so make sure to save any needed output first.)

Yes, you can send a report to multiple email addresses. Simply enter all the addresses into the completion email field with a comma separating each address. You can do this both with single run reports and recurring reports.

All staff requiring access to Evergreen’s reporter need to sign and submit the Privacy Waiver available at https://bc.libraries.coop/support/sitka/reporter-privacy-waiver/

Upon receipt of the waiver, BC Libraries Cooperative Support will add Supplementary Reporter Permissions to the requested staff account.

Sitka’s Evergreen Documentation and Support pages have all sorts of resources about Evergreen Reports. Check them out at the following suggested links.

http://docs.sitka.bclibraries.ca/Sitka/current/html/report.html

https://bc.libraries.coop/support/sitka/videos/

Staff Client

Working locations must be assigned to a staff account for that account to function properly. If a working location is not assigned to a particular staff login account, the registration and edit patron screens will not display properly.

Local System Administration permissions are required to assign Working Location to staff accounts, so ensure you are logged into Evergreen with an LSA account when creating and editing staff accounts.

To assign a working location:
1. Access the staff account and select Edit.
2. From the Other menu select User Permission Editor.
3. Tick the box next to user’s library in the list of Working Locations.
4. Click Save at the bottom of the page.

This can also be done with the user’s barcode through Admin -> User Permission Editor

For more information about creating and editing staff accounts see http://docs.libraries.coop/sitka/_staff_accounts.html

To register a staff client:

Navigate to Sitka Evergreen’s secure URL in Chrome, https://catalogue.libraries.coop/eg/staff/login
Enter your username and password (this must be an account with LSA permissions)
Enter a name for your workstation in the Workstation Name field. If name already exists, accept prompt to force action.
From the Organization drop down menu choose the location (branch) you would like to register this workstation to and click Register.
Click Use Now. Login with any staff login once workstation is registered.

For more information see http://docs.libraries.coop/sitka/_register_staff_workstation.html

The patron deletion tool developed by the BC Libraries Cooperative Support team is found on the Welcome or “Splash” page of Evergreen, the default view when you log in. You must login to the tool with your Evergreen Local System Administrator account.

You can delete inactive cards and patron accounts, singularly or in small batches, from this screen. Note we have de-activated the Deletion option found within the patron record.

For more detailed information, see: http://docs.libraries.coop/sitka/delete-patron-card.html

Staff accounts for Evergreen are treated the same as patron records, you retrieve and edit staff acounts in the Patron editor.

If you are logged onto Evergreen as a Local System Administrator (LSA) you can edit all staff accounts below LSA on the profile hierarchy, with LSA being highest. You can not edit another staff member’s Local System Administrator account. Contact Co-op Support for edits to LSA staff accounts.

All staff can edit their own accounts, except for their Permission Profile, in the staff client, and their password, user name, and email address via the My Account link on your catalogue. Staff with an email address in their staff account can also use the Forgot Your Password link on your public catalogue.