BC Libraries Cooperative
Three common reasons why items do not circulate as expected: Policy has changed and the circulation policy in Evergreen needs to be updated to match your actual library policy. The expected policy does not currently exist in Evergreen. The item attributes for the item are incorrect. Most commonly the circulation modifier is incorrect. Information on… Read more »
Bringing in extra copies of a title for a book club is one of the few circumstances where we recommend placing call number level holds on items owned by other Interlibrary Connect libraries. Never place item level holds for Interlibrary Connect holds as they will not be filled. Information on placing call number level holds… Read more »
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… Read more »
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… Read more »
Library staff accounts in Evergreen are treated the same as patron accounts. All staff can edit their own username, password, and email address by logging into My Account in the public catalogue. Staff with an email address in their account can use the Forgot Your Password link in the public catalogue. You can retrieve and… Read more »
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… Read more »
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… Read more »
Yes, if a patron would like to opt out of receiving welcome, courtesy, overdue, and account expiry emails they can do so through Account Preference -> Notification Preferences in My Account in the public catalogue. Information on how to opt out can be found here. This documentation is available to your patrons via the Help… Read more »
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,… Read more »
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,… Read more »
