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Evergreen Migration Training Materials

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Evergreen Migration Training Materials
Welcome!  This page provides you with links to the handouts and practice exercises available for your Evergreen ILS training.  We have also provided links to instructional videos or video collections where available.  

Handouts and exercises are in PDF format.  You will need a PDF viewer to open these documents.  You are welcome to print the handouts and exercises and share the link to this site with staff within your library or library system; however, these handouts and exercises should not be shared outside your organization or placed on any public website.


Links to the videos on this page are publicly available on Vimeo and may be shared with anyone.  At the end of training, you will also be provided with links to the recordings of your individual training sessions.  Those should not be shared outside your library or library system.
Evergreen General Handouts
Evergreen Circulation Handouts, Exercises, & Videos
Evergreen Cataloging Handouts, Exercises, & Videos
Evergreen Reports Handouts & Exercises
Evergreen Administration Handouts & Videos
All handouts and exercises found on or linked to this page are the intellectual property of Equinox Open Library Initiative.  Copyright 2021.  All rights reserved.  The handouts and exercises linked here should not be shared with anyone outside the organization to which they were provided without the express written consent of Equinox Open Library Initiative.
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Training Handouts

Adding New Items in Evergreen
PDF handout that explains how to add holdings (items) to bibliographic records in Evergreen
Allow Circulation Renewal for Expired Patrons
This handout covers a new library setting (as of version 3.7) that can be set to permit expired patrons to renew circulations.  This new functionality is optional and not enabled by default.
Basic Evergreen Cataloging Practice Exercises
These exercises are intended to reinforce skills learned during Evergreen Cataloging Training.  Each exercise provides step-by-step instructions for completing the stated task.  They are intended to be used with materials found either on the library's test or production system.
Basic Evergreen Circulation Practice Exercises
These practices exercises are intended to reinforce the skills learned during Evergreen Circulation training.  Each exercise provides step-by-step instructions for completing the stated task.  They are intended to be used with materials found either on the library's test or production system.
Basic Evergreen Reports Practice Exercises
These exercises are intended to reinforce skills learned during Evergreen Basic Reports training.  Each exercise provides step-by-step instructions on how to complete the stated task.  They exercises should be completed using your library's production system.  The Reporter is generally unavailable on test systems.
Common Terms Used in Evergreen ILS
Glossary of basic terms encountered when working with Evergreen
Creating and Using Holdings Templates in Evergreen
How to create and use Holdings Templates when cataloging items.
Data Types Used in Evergreen ILS
Explanation of the data types used in Evergreen ILS; part of our Basic Reports training
Evergreen Hotkeys
List of keyboard shortcuts used within Evergreen
Evergreen Offline Circulation
How to perform circulation functions in Evergreen's Offline Circulation feature.  Includes how to upload and manage offline transactions
Field Transform and Operators in Evergreen Reports
Discusses the essentials of how Field Transform and Operators work in Evergreen's Reports module.
Installing Hatch in Chrome for Evergreen
This handout covers how to install and configure Hatch in Chrome for Evergreen.  Hatch is an extension that acts as a print manager for Evergreen tasks.
Opt-In Settings for Overdue and Predue Emails
This handout describes the setting for Receive Overdue and Courtesy Emails added in version 3.7 that, when enabled, allows users to control whether they receive notifications about overdue items by email.
Performing Recalls in Evergreen
How to perform a Recall Hold or Force Hold in Evergreen
Using and Managing Monograph Parts in Evergreen
How to catalog materials, using Evergreen's Monograph Parts feature.

Training Videos

Configuring a Workstation for Offline Circulation in Evergreen
Learn how to prepare your workstation for offline circulation in Evergreen.
Evergreen: Cataloging Administration Video Collection
Collection of instructional videos on configuring cataloging-related administration features in Evergreen ILS
Evergreen: Cataloging Video Collection
Collection of instructional videos for cataloging tasks in Evergreen ILS, including how to add holdings to existing bib records, import records with Z39.50, and batch edit item statuses.
Evergreen: Circulation Video Collection
Collection of instructional videos on circulation activities in Evergreen ILS, including check out, check in, and renewals.
Evergreen: Curbside Pickup Video Collection
Collection of instructional videos on the configuration and use of Evergreen ILS's Curbside Pickup module
Evergreen: Hold Management Video Collection
Collection of instructional videos on how to place and manage hold requests in Evergreen ILS
Evergreen: Library Administration Video Collection
Collection of instructional videos on basic library administration and configuration in Evergreen ILS
Evergreen: Patron Accounts Video Collection
Collection of instructional videos on the creation and management of patron accounts in Evergreen ILS
Evergreen: Patron Billing Video Collection
Collection of instructional videos on managing bills on patron accounts in the Evergreen ILS
Evergreen: User Administration Video Collection
Collection of instructional videos on user administration and configuration in Evergreen ILS
Overview of Evergreen's Offline Circulation for Migrating Libraries
The video provides an overview of the Offline Circulation module, used during the three-day circulation freeze prior to going live with a new Evergreen installation.  It is intended only for migrating libraries and not for general offline use.
Process Offline Transactions from a Single Workstation in Evergreen
Learn how to upload and process offline transactions collected during the three-day circulation freeze prior to going live with a new Evergreen installation.
Process Offline Transactions from Multiple Workstations in Evergreen
Learn how to upload and process offline transactions collected during the three-day circulation freeze prior to going live on a new Evergreen installation.
Registering a Workstation in Evergreen
Learn how to register a workstation in Evergreen.  Registering a workstation is necessary for accessing the system.
Retrieve Patron Accounts in Evergreen
Learn how to use Evergreen's Patron Search to retrieve patron records.  

Community Resources

Evergreen DokuWiki
Wiki the Evergreen community uses for a variety of topics, such as how to contribute to the Evergreen project, FAQs, technical documentation, etc.
Evergreen ILS Official Documentation
Links to the latest offiical Evergreen ILS documentation, produced by the Documentation Interest Group of the Evergreen community.
Evergreen Project Website
This is the official website for the Evergreen Project.  You can find links to the the official documentation, downloads, mailing lists, news updates, etc.

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