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How do I Delete Patrons?

December 9, 2016

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,… Read more »

How do I Check that Evergreen Sent an Email or Text to my Patron?

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/Notifications. By default, events with complete status for pre-due and overdue notices are displayed. You may need to wait a couple… Read more »

My patron has no bills, why is there a block on their account?

December 7, 2016

Patron accounts can be blocked for a number of reasons, including too many items being checked out, or too many overdue items.  As well, staff can create manual blocks on a patron’s account. System generated blocks will be cleared when the cause of the block is resolved.  Staff with appropriate permissions can temporarily override blocks…. Read more »

Can I Set or Change Maximum Items Out or Maximum Fines for My Patrons?

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…. Read more »

Check Your Check-in Modifiers

December 6, 2016

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… Read more »

Mis-scanned or Not Catalogued Message: What does it mean?

November 30, 2016

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…. Read more »

Fixing the Bad Barcode Error Message

A bad barcode error message is displayed when the Strict Barcode check box 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  expects only 14 digit Codabar barcodes and alerts you every time a different format is… Read more »