Allison Matherne
Jennifer Weston
- Product and Education Manager
- jennifer.weston@equinoxoli.org
- 770
Lena Hernandez
- Product and Education Specialist
- lena.hernandez@equinoxoli.org
- 770
Please send any questions or inquiries to:
training-events@equinoxOLI.org
training-events@equinoxOLI.org
Equinox Open Library Initiative Inc. is a 501(c)3 corporation devoted to the support of open source software for public libraries, academic libraries, school libraries, and special libraries. As the successor to Equinox Software, Inc., Equinox provides exceptional service and technical expertise delivered by experienced librarians and technical staff. Equinox offers affordable, customized consulting services, software development, hosting, training, and technology support for libraries of all sizes and types.
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
Welcome to the Equinox Training Materials Guide for Evergreen ILS. This guide contains training and reference materials related to working with Evergreen ILS, and it is intended to serve as a central hub for resources to carry you through migration and beyond. These materials are crafted to help you explore the functionality of Evergreen ILS, so they may not reflect all the best practices for your specific consortium. Make sure to check with your local contacts to decide how these tools can fit into your local policies and procedures.
Join Equinox to expand your open source education! We hold live webinars on a variety of topics related to open source technologies and new innovations and standards in libraries, archives, and museums.
- equinoxEDU: Spotlight events provide quick educational opportunities for library professionals. These one hour webinars are held monthly and provide overviews of topics related to open source software in libraries. Spotlight webinars are free and open to all!
- equinoxEDU: Tutorial events provide a chance for library professionals to take a comprehensive look at a particular component of their open-source software or to follow an Equinox Trainer on a deep dive into a particular theme.
- equinoxEDU: Workshop events provide an opportunity to gain in depth knowledge about a specific topic without the structure of a full training program. Work with an Equinox Trainer and your fellow equinoxEDU: Workshop attendees to learn a new skill today!
Evergreen Website: Evergreen is an open-source software with an international community of users. Learn more about the software and its community at the official website.
Evergreen Official Documentation: Evergreen’s Documentation Interest Group creates and updates the official documentation.
Evergreen Listservs: Evergreen offers a number of listservs for discussions related to use, documentation, technical development, and community resources. View a full list of the topics and to find instructions on signing up.
Evergreen Official Documentation: Evergreen’s Documentation Interest Group creates and updates the official documentation.
Evergreen Listservs: Evergreen offers a number of listservs for discussions related to use, documentation, technical development, and community resources. View a full list of the topics and to find instructions on signing up.
- Baskets and Buckets in Evergreen
A review of types of buckets in Evergreen. Includes example instructions for creating and using buckets. - Common Terms Used in Evergreen ILS
A glossary of some frequently used terms encountered when working with Evergreen. - Evergreen Hotkeys
List of keyboard shortcuts used within Evergreen. - Evergreen Workstation Registration
A guide to registering a workstation when using Evergreen software on a new computer or in a new browser. - Evergreen 3.14 Workstation Registration
A guide to registering a workstation when using Evergreen software on a new computer or in a new browser. - Introduction to Evergreen - Circulation
VIDEO -- An overview for anyone new to the Evergreen ILS.
This is Video One of a two-part series introducing Evergreen Basics. Video One focuses on navigation, searching, and circulation. Video Two looks at cataloging, reports, and administration.
- Introduction to Evergreen - Cataloging, Admin, and Optional Features
VIDEO -- An overview for anyone new to the Evergreen ILS.
This is Video Two of a two-part series introducing Evergreen Basics. Video One focuses on navigation, searching, and circulation. Video Two looks at cataloging, reports, and administration.
- Staff Interface 1-2-3: Searching the Catalog
A quick reminder on how to search the catalog via the staff interface.
Evergreen OPAC Documentation: Covers general navigation and use as well as possible customizations.
- My Lists and My Lists Preferences
The Baskets feature enables you and your patrons to save items temporarily while you continue to search for records. The My Lists feature enables you and your patrons to save lists of books. Your patrons might use this feature to save a list of books that they have read, want to read, or need for a project. Staff may use this feature to create lists of resources for library promotions or projects. - Search Strategies
Evergreen has a number of search behaviors and strategies designed to optimize the retrieval of cataloged resources. The strategies covered in this handout apply to searching in both the OPAC and Staff Interface.
Circulation Documentation: Covers circulation of items, holds, billing, patron records, patron self-registration, triggered events and notices, and use of offline circulation, self checkout, booking, and curbside pick-up.
- Adding Alerts and Notes to Items
The Item Alerts feature allows library staff to add customized alert messages to copies. The item alerts will appear when a specific event takes place, such as when the item is checked in, checked out, or renewed. Alerts can be temporary or persistent. - Baskets and Buckets in Evergreen
A review of types of buckets in Evergreen. Includes example instructions for creating and using buckets. - 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. - Evergreen Circulation Manager Practice Exercises
These practices exercises are intended to reinforce the skills learned during Evergreen Circulation training for circulation managers. 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. - Evergreen Hotkeys
List of keyboard shortcuts used within Evergreen. - Offline Circulation Checkout for Migrations
This handout only covers offline checkout for migrations. For a full overview of offline mode see the frontline staff handout, Offline Circulation in Evergreen, or the admin handout, Offline Circulation in Evergreen for Admins.
- Circulation 1-2-3: Add An Alert To A Patron’s Account
A quick reference on the process of adding an alert to a patrons account. - Circulation 1-2-3: Registering a Patron
A quick refresher on the steps for registering a new patron. - Circulation 1-2-3: Renew A Patron Account
A quick reference for renewing a patron's accounts. - Circulation 1-2-3: Replace A Library Card Barcode
A quick reference for replacing a library card barcode. - EIOC 2021: STAFF_CHR Standing Penalties and Group Penalty Thresholds
Presentation recording from the 2021 Evergreen International Online Conference. Presenter: Erica Rohlfs, Senior Implementation Project Manager, Equinox Open Library Initiative. What exactly does STAFF_CHR mean, anyway? In this presentation, we’ll explore the Standing Penalties and Group Penalty Threshold modules. This presentation is meant to help circulation end users understand why they see some of the penalties that they see on patron accounts and the different ways these penalties can affect those accounts. - Evergreen: Patron Accounts Video Collection
A collection of instructional videos on the creation and management of patron accounts in Evergreen ILS. - Patron Registration Field Definitions
A list of all possible patron registration screen fields and their definitions.
- Checking Out Non-cataloged Items
Documents the process of checking out non-cataloged items. - Circulation 1-2-3: Check In
A quick refresher on the process of checking in items. - Circulation 1-2-3: Check Out an Item
A quick refresher on the basic process of checking out an item. - Circulation 1-2-3: Mark An Item Lost by Patron Account
A quick reference for the process of marking a item lost by patron account. - Circulation 1-2-3: Renew Items Out
A quick reference for the renewal of items currently checked out. - Evergreen Checkin Modifiers
Checkin Modifiers offer ways to control certain behaviors or add additional actions to the check in process. - Evergreen Offline Circulation
How to perform circulation functions in Evergreen's Offline Circulation feature. This handout focuses on the circulation activities; admin related processes are documented separately. - Evergreen: Circulation Video Collection
Collection of quick instructional videos on circulation activities in Evergreen ILS, including check out, check in, and renewals. Videos cover: Checking Out Materials, Check out with Special Due Dates, Non-cataloged Checkouts, Pre-cataloged Checkouts, Checkout of Materials in Circulation, Checkout Receipt Options, Renewing Materials, Checkin Actions, Backdate Checkins Separately, Checkin Modifiers, Check In Holds and Transits, Mark Item as Missing Pieces, In House Use, Self-Checkout in Evergreen, and Registering a Workstation in Evergreen.
- Age Hold Protection
This handout covers the basics of the patron and cataloger experience with Age Hold Protection. It includes extensive example scenarios. - Circulation 1-2-3: Placing a Hold
A quick refresher on the basic process of creating a hold. - Circulation 1-2-3: Run Hold Pull List And Capture Holds
A quick reference for the process of accessing hold pull lists and capturing the holds. - Evergreen Hold Types
Summary of Hold Types available in Evergreen with hold type names, system codes, and descriptions. - Evergreen Holds Workflow and Resource Sharing
A guide on the holds workflow and resource sharing in Evergreen. - Evergreen: Hold Management Video Collection
A collection of quick instructional videos on how to place and manage hold requests in Evergreen ILS. Included videos are: Placing Hold Requests, Pull List for Hold Requests, Capturing Holds, Edit Hold Requests, and Hold Management. - Hold Groups
The Hold Groups feature allows staff to add multiple users to a named hold group bucket and place title-level holds for a record for that entire set of users. - Hold Status Definitions
Descriptions of the possible hold statuses in Evergreen. - Holds Shelf Maintenance
Reviews the difference between titles being removed from the holds shelf due to cancellation versus hold expiration. Also discusses use of the Clear These Holds. - Hopeless Holds
Hopeless Holds gives staff a way to identify and resolve issues with hold requests that may have become unfulfillable or “hopeless.” - Performing Force and Recall Holds in Evergreen
How to perform a Recall Hold or Force Hold in Evergreen. - Resource Sharing in Evergreen
An overview and workflow for resource sharing in Evergreen ILS.
- Circulation 1-2-3: Creating and Paying a Bill
A quick refresher on the process of creating new bills and paying them. - Evergreen: Patron Billing Video Collection
Collection of quick instructional videos on managing bills on patron accounts in the Evergreen ILS. Included videos are: Patron Billing Overview, Creating a Bill, Paying a Bill, Voiding Bills, Refunding a Bill, and Managing Negative Account Balances. - Refunds Workflow
Provides a workflow for creating refunds on patron accounts with a negative balance.
Cataloging Documentation: Covers Item buckets, item tags, working with the MARC editor, record buckets, batch importing, Z39.50, eResources, item status, holdings editor, and authorities.
OPAC Icons Handout: Evergreen search and icon formats supplement.
OPAC Icons Handout: Evergreen search and icon formats supplement.
- Cataloging - Add New Items
The handout covers adding new items to preexisting bib records as well as acquiring new bibs through Z39.50. - Cataloging - Monograph Parts
Discusses creating and using Monograph Parts. - Cataloging - Transferring Items
This handout covers how to transfer items and call numbers between libraries in the holdings view. - Cataloging 1-2-3: Adding New Items
A very basic review of how to add holdings in the Evergreen catalog. - Circulation 1-2-3: Mark An Item Missing From Item Status
A quick reference for the process of marking an item missing. - Creating and Using Holdings Templates in Evergreen
How to create and use item holdings templates when cataloging items. - Evergreen Cataloging Basics
Overviews basic cataloging processes including searching the catalog, identifying matching bib records, adding holdings, holdings editor defaults, and item templates. - Evergreen 3.14 Cataloging Item Management 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. - 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. - Using Buckets to Change Locations – New Titles
A workflow demonstrating the use of buckets to transfer items from new titles shelves to their permanent locations.
- Cataloging - Batch Import Records
A step-by-step breakout of using the MARC Batch Import Interface to bring in new bib records. - Cataloging - Record Bucket Query
The Record Buckets interface includes the ability to search for records to add to a bucket. - EIOC 2021: Picture Perfect Icons in Evergreen
2021 Evergreen International Online Conference A look at the Search and Icon Formats currently used across the Evergreen community to explore how they are defined and how to update a bib record to affect changes. We’ll also discuss how icons can be customized and provide examples of custom icons that some libraries are already using. Administrative functions within the staff interface, including differences between Evergreen versions, will be discussed. Supplemental documentation and handouts appropriate for framing will be provided! Presenters: Jennifer Weston, Product and Education Specialist, Equinox Open Library Initiative; Kate Coleman, Technical Services Manager, Jefferson County Library, Missouri Evergreen Consortium - Evergreen 3.14 Cataloging Record Management 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. - Evergreen Importing Bib Records (Match Only Merge)
Workflow for bringing in new bibs using the Match Only Merge Profile.
- Cataloging - Checking Out Interlibrary Loans
This handout discusses methods of how to track ILL items in Evergreen. - Cataloging - Importing and Printing Spine Labels
This handout covers step-by-step how to import and print spine labels in Evergreen. - Evergreen: Authorities Video Collection
A collection of instructional videos on the management of authority records in Evergreen ILS. - Evergreen: Serials Video Collection
A collection of instructional videos on the use of the serials module in Evergreen ILS.
Evergreen Local Administration Documentation: Covers library settings, emergency closing, group penalty thresholds, notifications, and more.
Evergreen System Administration From the Staff Client: Covers management of age hold protection, credit cards, systems administration, shelving locations, Z39.50 servers, etc.
EG Carousel Documentation: Covers types of carousels, definitions, creation, and other related documentation.
Statistical Popularity Badge: Covers the description, creation, and use of popularity badges in Evergreen.
Evergreen System Administration From the Staff Client: Covers management of age hold protection, credit cards, systems administration, shelving locations, Z39.50 servers, etc.
EG Carousel Documentation: Covers types of carousels, definitions, creation, and other related documentation.
Statistical Popularity Badge: Covers the description, creation, and use of popularity badges in Evergreen.
- Configuration and Creation of Carousels
An in depth look at the administration of carousels. - Custom Patron Permission Group Display
Custom Patron Permission Trees may be used for displaying a specific set of permission groups as options in the Main (Profile) Permission Group drop-down menus on the patron account and patron registration pages. - Evergreen Self-Checkout Library Settings
An overview of the settings that can be used to customize the self-checkout feature in Evergreen. - Importing Print Templates
Instructions on importing a shared print templates file. - 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. - Item Alerts Administration
Reviews stock alert types, creation of new item alerts, and item alert suppression. - Migrating to the Evergreen ILS: Evergreen Orientation for Library Management
A first orientation to Evergreen terminology and structure for migration team members. - Patron Notifications with Evergreen and Unique
An overview of notification configuration in Evergreen when using Unique's MessageBee service. - Patron Registration Fields
Documents the possible fields for the patron registration screen as well as their definitions and related Library Settings. - Print Notices in Evergreen
A review of the Print Notice setup process with your migration team and ongoing usage. - Patron Notifications with Evergreen and Unique MessageBee
This handout covers how to set up patron notifications using base Evergreen as well as with external services like Unique's Messagebee - Server Admin Print Templates
Creation and editing of server side print templates. - Staff Portal Splash Page Customization
Options and workflow for customizing the links on the staff portal splash page.
- Administration 1-2-3: View Cash Reports
A quick reference for viewing the Cash Reports interface. - Administration 1-2-3: View Patrons with Negative Balances
A quick reference on how to access the Patrons with Negative Balances interface. - Administration 1-2-3: View Transit List
A quick reference on accessing the Transit List interface. - Creating Staff Accounts
How to create staff accounts and assign permissions and locations. - Go-Live Quick Reference: Admin and Tech Services
A package of quick references for basic tasks that might be performed in the week after go-live. Included are Offline Circulation, Post Go-Live Setup, Admin Tools, Cataloging Basics, and other general resources. - Go-Live Quick Reference: Patron Services
A package of quick references for basic tasks that might be performed in the week after go-live. Included are materials on Offline Circulation Checkout for Migrations, Working with Patrons, Holds Management, and a Glossary of Common Evergreen Terminology. - Merging Patron Accounts
Instructions on how-to merge duplicate patron accounts. Includes important notes, required permissions, and relevant library settlings. - Offline Circulation Administration
Covers transaction management, offline block list maintenance. - Sample Day-to-Day Operations Workflows
This handout highlights tasks that will be used on a regular basis. Each link will take you to a simplified step-by-step version of the needed workflow.
- EIOC 2021: Connecting Evergreen to External Services
2021 Evergreen International Online Conference Join us to review some of the most common ways to connect Evergreen to external applications such as extracts, SIP2, Atom feeds, and more. This presentation is for local library staff who may not be familiar with the technical aspects of the Evergreen server but need to communicate with help desks and vendors. Presenter: Rogan Hamby, Project and Data Analyst, Equinox Open Library Initiative - EIOC 2021: Hungry Hungry Space Hippos A Journey Further Into How Holds Work in Evergreen
2021 Evergreen International Online Conference This session will answer the ever elusive question: How do holds work in Evergreen? In this session, we will take a deep dive into the mechanics of hold fulfillment in Evergreen: targeting and opportunistic capture. We will also examine hold configuration options that libraries can use to fine-tune how holds work at their library, including Best Hold Selection Sort Order, Org Unit Proximity Adjustments, and the many Library Settings related to holds. Join us to learn the answers to questions such as: What is the hold-copy map/potentials list? Is the hold queue position a lie? How can my library adjust hold fulfillment order? How can I optimize holds configuration for my library or consortium? And more! *This session builds upon the 2011 Evergreen Conference presentation “A Clockwork Hippo: How holds work in Evergreen”. Presenters: Andrea Buntz Neiman, Project Manager for Software Development, Equinox Open Library Initiative; Mike Rylander, Research and Development Manager, Equinox Open Library Initiative; Angela Kilsdonk, Product and Education Manager, Equinox Open Library Initiative - Evergreen: Library Administration Video Collection
Collection of instructional videos on basic library administration and configuration in Evergreen ILS. Included Videos are: Organization Types, Organizational Units, Column Display Configuration, Change Operator, Closed Dates Editor, Cash Reports, Billing Types, Transit List, Shelving Location Editor, Statistical Categories Editor, Non-Cataloged Types Editor, Standing Penalties, Group Penalty Thresholds, and Floating Groups.
Evergreen Reports: Includes overview of report sources, terminology, and processes.
Evergreen Simple Reports: Covers the Simple Reports interface, use and administration.
Evergreen Simple Reports: Covers the Simple Reports interface, use and administration.
- Evergreen Simple Reports Exercises
These exercises are intended to reinforce skills learned during Evergreen Reports training. Each exercise provides step-by-step instructions on how to complete the stated task. The exercises should be completed using your library's production system. - Simple Report Sharing Template
A Google Sheets template for sharing a Simple Report. - Simple Reports Training Examples
A set of Simple Report sample templates to help with practicing the creation of reports.
- Evergreen Advanced Reports Practice Exercises
These exercises are intended to reinforce skills learned during Evergreen Reports training. Each exercise provides step-by-step instructions on how to complete the stated task. The exercises should be completed using your library's production system. - Evergreen Report Sources
A list of the commonly used Core Sources and other useful Non-Core sources with notes of some of the key data contained within each that can be accessed for reporting purposes. - Evergreen: Reports Video Collection
A collection of instructional videos on the use of the reporting tools in Evergreen ILS. - Full List of Report Sources in the Advanced Reporter
This list of reporting sources for the Evergreen Advanced Reporter is not intended as a resource for workflows or instructional purposes. Its purpose is to provide a searchable list of the sources typically found in the Advanced Reporter. Your Evergreen system may be configured with additional custom sources not found in this list. - List Of Pre-Written Reports In Equinox Evergreen Installations
Equinox provides pre-written reports in every Evergreen installation we do. This handout lists each one of those reports. - Reports - Cloning & Modifying a Template
Evergreen Advanced Reports Handout to use with original Reporter to clone a template and make modifications. - Reports - Data Types
Evergreen Handout for Simple and Advanced Reports to be used as a reference when working with Data Types. - Reports - Field Transforms & Operators
Evergreen Advanced Reports Training Handout - Reference guide for working with Field Transforms & Operators when creating or editing templates. - Reports 1-2-3: Clone and Run a Report
A quick refresher on cloning and running reports.
Acquisition Documentation: Covers acquisition workflow and use.
Acquisition Administration: Includes fund administration, providers, EDI, and distribution formulas
Acquisition Administration: Includes fund administration, providers, EDI, and distribution formulas
- Acquisitions 1-2-3: Quick Guide to End of Year Process
A quick guide to the process of end of year rollover. - Acquisitions 1-2-3: Quick Guide to Setting up Acq.
A quick guide to the steps involved in setting up acquisitions. - Evergreen: Acquisitions Video Collection
A collection of instructional videos on the use of the acquisitions module in Evergreen ILS. - Patron Purchase Requests
Patron Requests can be used to track purchase suggestions from patrons in Evergreen. This feature allows purchase requests to be placed on selection lists to integrate with the Acquisitions module. - Reviewing Testing Data: Searching for the Purchase Orders, Line Items, or Invoices
A brief reminder on how to search in the Acquisitions module during data migration review.
- Adding Additional Copies to Titles on an Unactivated PO
A handout covering the process of adding additional copies to a title once the title has been added to the PO. - EDI Order Workflow for Baker And Taylor
A generic workflow for using EDI with Baker & Taylor. - Non-EDI Order Workflow for Baker and Taylor
A generic workflow for ordering with a non-EDI Baker and Taylor account. - Receiving and Invoicing Workflow
Reviews the options for receiving and invoicing for line items in Evergreen. - Troubleshooting Purchase Order Content Issues
A review of how to troubleshoot purchase order contents and errors. - Using Selection Lists for PO Creation
A workflow for identifying bibs title by title for inclusion in a PO. Selection lists allow you to create, manage, and save lists of items you want to purchase. - Workflow for Batch Loading Records to Create POs
The Load MARC Order Records interface allows you to add MARC records to selection lists or purchase orders and upload the records into the catalog. (This interface is like the Batch Upload process in Cataloging.) The interface allows you to use specific match points between incoming MARC records and existing catalog records to avoid duplication.
Booking Documentation: Covers the creation of booking resources and their use.
Curbside Pickup Documentation: Curbside configuration, notifications, and use of the staff and OPAC interfaces.
Course Reserves Documentation: Course reserve administration.
Serials Documentation:
Serials module administration and use.
Curbside Pickup Documentation: Curbside configuration, notifications, and use of the staff and OPAC interfaces.
Course Reserves Documentation: Course reserve administration.
Serials Documentation:
Serials module administration and use.
- Binding Serials
Instructions on binding issues together in the serials module. - Evergreen Serials Module Exercises
Exercises for serials module administration and use. - Evergreen: Serials Video Collection
A collection of instructional videos on the use of the serials module in Evergreen ILS.
- Booking Module Administration
This documentation includes information about making cataloged items bookable; making non-bibliographic items bookable (e.g., meeting rooms, laptops); and setting permissions in the booking module for staff. - equinoxEDU: Spotlight on the Evergreen Booking Module (2021)
2021 equinoxEDU Spotlight. The Booking module facilitates reservations for library resources such as meeting rooms, equipment, and cataloged materials. This webinar will provide an overview of how to configure the Booking module for use and will walk through workflow examples. - Using the Booking Module
Describes the various processes involved in the use of the Booking Module.
- Curbside Pickup Configuration
A description of the library settings, notifications, and tips. - Curbside Pickup Workflows
A description of the curbside pickup interface and workflow options. - Evergreen: Curbside Pickup Video Collection
Collection of instructional videos on the configuration and use of Evergreen ILS's Curbside Pickup module.
- Course Reserves Administration
A detailed handout on the settings, permissions, set-up, and use of the course reserves administration. The handout focuses on the use of this feature for displays.
- Patron Notifications with Evergreen and Unique MessageBee
This handout covers how to set up patron notifications using base Evergreen as well as with external services like Unique's Messagebee