The Patron Deletion Tool won’t delete my patron, why not?

January 24, 2017

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 »

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 »

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

December 13, 2016

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 »

Why Can’t I Edit Patron’s Address?

December 9, 2016

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 »

How do I Delete Patrons?

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 »