Local system administrators can set up up thresholds per patron permission group for their library that block patrons from further borrowing until the amount owed is resolved. The Group Penalty Thresholds interface allows you set up a threshold for PATRON_EXCEEDS_FINES which will block patrons if they attempt to check out items if they owe more… 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 »
Yes, if a patron would like to opt out of receiving welcome, courtesy, overdue, and account expiry emails they can do by un-checking the box for Receive Overdue and Courtesy Emails found on the Notification Preferences page in My Account on your public catalogue. More information on how to opt out can be found in… Read more »
If the address fields in the patron’s account are greyed out, it means the patron’s address is owned by another patron. In this case, the address can only be edited in the patron account that owns the address. Click the link for Owned by PATRON NAME found in the address section. The patron account that… Read more »
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 Local System Administrator account. You can delete inactive cards and patron accounts, singularly or in small batches, using… Read more »
Evergreen keeps a record, called a triggered event, of courtesy, overdue, and hold notifications sent out via email. To view these messages for a patron, find the patron record and select Other → Triggered Events/Notifications. By default, events with complete status for courtesy and overdue notices are displayed. You may need to wait a couple… Read more »
Patron accounts can be blocked for a number of reasons, including too many items being checked out, too many overdue items, or too many lost 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… Read more »
Local system administrators can set up up check out limits per patron permission group for their library. The Group Penalty Thresholds interface allows you set up a threshold for PATRON_EXCEEDS_CHECKOUT_COUNT which will block patrons if they attempt to check out more items than the threshold. Thresholds can also be set up to block patrons from… Read more »