This feature is available in Evergreen version 2.2.

By defualt, fines accrue only on dates that the library is open. This feature enables you to charge patrons fines on dates the library is closed. Fines accrue during scheduled closings as well as during normal weekly closed dates.

To enable this feature:

1) Click Admin → Local Administration → Library Settings → Charge fines on overdue circulations when closed

2) Click Edit.

3) Set the value to True.

4) Click Update Setting.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

You can search for a patron’s record, and double click on a result to access that record. You can double click on an item in the Holdings Maintenance screen to access copy information. The item is linked to the Volume/Copy Creator, if you turned it on in the staff client’s org unit settings. If you did not turn on the Volume/Copy Creator, then the item links to the Item Attributes.

Table of Contents

• Double Click to Retrieve a Patron’s Record
• Double Click to Retrieve Item Attributes

Double Click to Retrieve a Patron’s Record

1) Click Search → Search for Patrons to access a patron’s record

2) Enter search terms.

3) Retrieve a list of possible matches. Double click on the record that you want to open.

Double Click to Retrieve Item Attributes

1) Enter search terms to retrieve a bibliographic record.

2) Click Actions for this Record → Holdings Maintenance.

3) Double click on an item.

4) The copy information will appear in a new tab.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

Abstract

This feature enables you to hide fields in the Copy Editor that you do not want to display for your staff.

Table of Contents

• Use this Feature
• Permissions

Use this Feature

1) Use an Edit Item Attributes link to open the Copy Editor.

2) Click Hide Fields.

3) Select the setting(s) that you want to hide.

4) Click Ok.

5) A pop up message indicates that the setting was successfully updated. Click Ok.

6) The Copy Editor will refresh to remove the selected field(s).

Permissions

VIEW_ORG_SETTINGS – Allow a user to view all org settings at the specified level

UPDATE_ORG_SETTING – Allow a user to update an org setting

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

This feature enables you to add a new tab to the Evergreen staff client by clicking the + sign adjacent to the tab that you currently have opened. As in previous versions, you can also add new tabs by clicking File → New Tab, or use the hotkey, Ctrl+T.

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

This feature enables you to return to your title search results directly from any view of the MARC record, including the OPAC View, MARC Record, MARC Edit, and Holdings Maintenance. You can use this feature to page through records in the MARC Record View or Edit interfaces. You do not have to return to the OPAC View to access title results.

Author: Sally Fortin, Equinox Software

Abstract

By default, two toolbars are available in the staff client: circulation and cataloging. This feature enables you to customize toolbars in the staff client. You can create toolbars for specific org unit(s), workstation(s), or login(s).

Table of Contents

• Configure Toolbar
• Permissions

Configure Toolbar

1) Click Admin → Workstation Administration → Toolbars → Configure Toolbars.

2) Click New Toolbar.

3) Enter label for toolbar.

4) Click Ok.

5) Select one of the buttons in the Available panel. The Button ID describes that action that the button will take, and the Label will display in the toolbar.

6) Click the -→ A button to add the selected function to the Selected panel on the bottom right side of the screen. To remove a button, click the ←-R button.

7) Continue adding buttons if desired. The buttons will display in the order that you add them. If you want to reorder the buttons, click the Up or Down buttons.

8) To separate buttons onto left and right sides of the screen on the same toolbar, select toolbarspacer, and click -→ A.

9) To add a dividing line between buttons that appear on the same side of the screen, select toolbarseparator, and click -→A.

10) At the bottom of the screen, choose the owner of this toolbar. If you click Owning Org Unit, then the owning org unit that you specify will display this toolbar. Select the owning org unit from the drop down menu. The rule of parental inheritance applies, so all child units will inherit the toolbars of their parental units.

If you click Owning Workstation, then the workstation to which you are logged in when you created the toolbar will display this toolbar.

If you select Owning User, then your login has access to that toolbar.

11) When you are finished creating the toolbar, click Save Toolbar. Any toolbar to which you have access displays under Admin → Workstation Administration → Toolbars → Current.

Permissions

ADMIN_TOOLBAR – Allow a user to create, edit, and delete custom toolbars

Author: Sally Fortin, Equinox Software

This feature will be available in Evergreen version 2.2.

Abstract

The User Activity Types feature enables you to specify the user activity that you want to record in the database. You can use this feature for reporting purposes. This function will also display a last activity date in a user’s account.

Table of Contents

• Enable this Feature
• Use this Feature

Enable this Feature

Click Admin → Server Administration → User Activity Types to access the default set of user activity types and to add new ones. The default set of user activity types records user logins to the Evergreen ILS and to third party products that communicate with Evergreen.

The Label is a free text field that enables you to describe the activity that you are tracking.

The Event Caller describes the third party software or Evergreen interface that interacts with the Evergreen database and is responsible for managing the communication between the parties.

The Event Type describes the type of activity that Evergreen is tracking. Currently, this feature only tracks user authentication.

The Event Mechanism describes the framework for communication between the third party software or OPAC and the database. Enter an event mechanism if you want to track the means by which the software communicates with the database. If you do not want to track how the softwares communicate, then leave this field empty.

The Enabled field allows you to specify which types of user activity that you would like to track.

The Transient column enables you to decide how many actions you want to track. If you want to track only the last activity, then enter True. If you want to trace all activity by the user, enter False.

Use this Feature

The last activity date for user login appears in the Account Info section of the patron’s summary.

This feature is available in Evergreen version 2.2

This feature organizes screen displays by numbering lines on a screen. You will find this feature on any screen that uses auto grid and on all xul lists.  The red circle in the image below provides an example of a line number.

Author: Sally Fortin, Equinox Software

Author: Sally Fortin, Equinox Software

This feature is available in Evergreen version 2.2.

In Evergreen version 2.2, providers that you have permission to edit will sort to the top of the list ahead of providers that you have permission only to view. In addition, you can search and filter the displayed fields in the provider and fund interfaces.

To filter on funds:

1) Click Admin → Server Administration → Acquisitions → Funds.

2) Click Filter.

3) Select the area(s) from the drop down menu that you want to filter. You can search on multiple criteria by clicking Add Row.

4) When you have made your selections, click Apply.

5) Your results will filter to the top of the screen.

This feature is available in Evergreen version 2.2.

By default, when a patron places a hold on a title, the hold targeter will search for copies to fill the hold only at circulating libraries that are open. Copies at closed libraries are not targeted to fill holds. When turned on, this feature enables Evergreen to target copies that have closed circulating libraries to fill holds. Two new org unit settings control this feature.

Use the following setting to target copies for holds at closed circulating libraries:

1) Click Admin → Local Administration → Library Settings Editor → Target copies for a hold even if copy’s circ lib is closed

2) Set the value to True if you want to target copies for holds at closed circulating libraries. Set the value to False, or leave it unset, if you do not want to enable this feature.

3) Click Update Setting.

Use the following setting to target copies for holds IF AND ONLY IF the circulating library is the hold’s pickup library.

1) Click Admin → Local Administration → Library Settings Editor → Target copies for a hold even if copy’s circ lib is closed IF the circ lib is the hold’s pickup lib

2) Set the value to True if you want to target copies for holds at closed circulating libraries when the circulating library of the item and the pickup library of the hold are the same. Set the value to False, or leave it unset, if you do not want to enable this feature.

3) Click Update Setting.

Author: Sally Fortin, Equinox Software