My Purchase Order Seems Stalled, What Should I Do?

December 15, 2016

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…. Read more »

How do I edit staff accounts?

December 14, 2016

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 »

How do I Catalogue Web Resources?

December 13, 2016

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… Read more »

Why Can’t I Find Opted-in Patrons by a Name Search?

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 »

Can my patrons opt out of email notices?

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 »

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

Patron Has No Bills, Why is There a Block on Account?

December 7, 2016

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… 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 »

Register an Evergreen Staff Client

November 30, 2016

To register a staff client: Navigate to Sitka Evergreen’s secure URL in Chrome, 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… Read more »