Using Evergreen’s Serials Module

Documentation Interest Group


Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Logging into Evergreen
3. Registering a Workstation
4. Basic Login,
5. Logging Out
III. Best Practices for Using the Browser
6. Pop-up Blockers
7. Setting Browser Defaults for Web Client
Setting the Web Client as the Home Page in Chrome
Setting the Web Client as the Home Page in Firefox
Turning off print headers and footers in Firefox
Turning off print headers and footers in Chrome
8. Tab Buttons and Keyboard Shortcuts
Setting New Tab Behavior
IV. Configuring Evergreen for your workstation
9. Setting search defaults
10. Turning off sounds
V. Serials
11. MFHD Records
12. Serials Administration
Serial Copy Templates
Prediction Pattern Templates
13. Serials Module
Create a Subscription
Create and Manage Predictions
14. Receiving
Quick Receive
Receiving from the Manage Issues tab
Batch Receiving
15. Routing Lists
16. Special Issues
Adding Extra Copies
Adding Special Issues
17. Binding Issues
18. Holdings
System Generated Holdings Statement
MARC Format for Holdings Display (MFHD)
19. Group Serials Issues in the Template Toolkit OPAC
Administration
Displaying Issues in the OPAC
VI. Using the Public Access Catalog
20. Basic Search
Formats
21. Advanced Search
Sort Results
Search Library
Limit to Available
Exclude Electronic Resources
Search Filter
Numeric Search
Expert Search
22. Boolean operators
23. Search Tips
24. Search Methodology
Stemming
Order of Results
25. Search Results
Facets: Subjects, Authors, and Series
Availability
Viewing a record
26. Details
Placing Holds
Permalink
SMS Call Number
Going back
A. Attributions
B. Admonitions
C. Licensing
Index

List of Tables

22.1. Boolean symbolic operators