Using Evergreen’s Circulation Module

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Circulation - Patron Record
3. Searching Patrons
4. Registering New Patrons
New Patron Duplicate Search
5. Patron Self-Registration
6. Updating Patron Information
7. Renewing Library Cards
8. Lost Library Cards
9. Resetting Patron’s Password
10. Barring a Patron
11. Barred vs. Blocked
12. Staff-Generated Messages
13. Patron Alerts
14. Patron Notes
15. Staff-Generated Penalties/Messages
Add a Message
Modify a Message
Archive a Message
Remove a Message
16. Patron Message Center
Creating a Patron Message in the Patron Account
Creating a Patron Message using Action Triggers
Managing Patron Messages in the Staff Client
Viewing Patron Messages in the OPAC
17. Merging Patron Records
18. Bills and Payments
The Bills Interface
Making Payments
Patron Credits
Void vs. Forgive vs. Adjustment
Forgiving Bills
Voiding Bills
Adjusting Bills to Zero
Adding New “Grocery” Bills
Negative Balances on Patron Accounts
Bill History
III. Circulating Items
19. Check Out (F1)
Regular Items
Pre-cataloged Items
Due Dates
20. Check In (F2)
Regular check in
Backdated check in
Backdate Post-Checkin
Checkin Modifiers
21. Renewal and Editing the Item’s Due Date
Renewing via a Patron’s Account
Renewing by Item Barcode
Editing Due Date
22. Marking Items Lost and Claimed Returned
Lost Items
Refunding and Clearing Negative Balances
Claimed Returned Items
Enhancements to Items Out
23. Mark an Item Long Overdue
24. In-house Use (F6)
25. Item Status (F5)
Checking item status
Viewing past circulations
Marking items damaged or missing and other functions
Item alerts
IV. Holds Management
26. Placing Holds
27. Holds Levels
28. Title Level Hold
29. Parts Level Hold
30. Placing Holds in Patron Records
Placing Multiple Holds on Same Title
31. Managing Holds
Actions for Selected Holds
Transferring Holds
Cancelled Holds
Viewing Details & Adding Notes to Holds
Displaying Queue Position
Managing Holds in Title Records
Retargeting Holds
Pulling & Capturing Holds
Handling Missing and Damaged Item
Holds Notification Methods
Clearing Shelf-Expired Holds
32. Alternate Hold Pick up Location
33. Display Hold Types on Pull Lists
A. Attributions
B. Admonitions