This document provides an overview and instructions for various Evergreen functions for Indiana libraries: 1) It describes how to create staff logins, manage passwords, download the staff client, and register workstations. 2) It outlines how to enter helpdesk tickets, conduct offline circulation transactions, and upload those transactions when the database reconnects. 3) It provides information on pulling hold lists, viewing transit lists, generating cash reports, and editing various settings like closed dates and non-cataloged item types.

1. Evergreen Indiana
Admin/Reports Training
Professional Development Office
Indiana State Library
Updated for Evergreen 2.2

2. Logins
• All libraries are assigned three generic logins
on go live day: circ1, cat2 and localadmin
• Principle of least privilege.
• Participants in this class will need a localadmin
login.
• Generic vs. individual staff logins

3. Managing Staff Logins
• Creating an individual
staff login
– Barcode and Username
[lowercase]:
• [library shortname]-
[abbreviated staff
member name] Resetting a staff member’s
• Example: isli-jdoe password if they forget it is the
same as resetting a patron’s
– Write down barcode password. Hit Reset Password and
and password. Staff write down the new password.
will use these to sign
into the staff client.

4. Staff Client
• Downloading staff client
– Weekly Update blog > About page
• Registering a workstation
– Naming a workstation

5. Entering a Helpdesk Ticket
• Through staff client or
Weekly Update blog
• Email: lib.in.us vs.
hotmail.com
• Screenshots and
supporting documents
• Captcha

6. Offline Transaction Management
• Used during upgrades or locally when needed
• In offline mode:
– DO checkout
– DON’T checkin
• No database connection therefore:
– No live patron data about checkouts, fines and
fees, blocked or not

7. Offline Mode
• Click on Standalone Mode

8. Offline Mode
• Click on Check Out
• Make sure the date on the left end of the menu bar
is correct.
• Scan patron library card.
• Check that due date is correct for the item.
• Scan in item barcode and hit ENTER after each item
barcode is entered.

9. Offline Mode
• Select Print receipt? so a receipt will print.
• Click Save These Transactions? VERY
IMPORTANT!
• Click the Exit button when finished for the day.
• Tips
– Group like items together so you need to change the
due date only a few times.
– You may choose to print a receipt for both the patron
and the library. Click Last Receipt to print the last
patron receipt for the library’s records.
– Before using offline mode, check the offline mode
receipt in the Receipt Template Editor to make sure
desired information appears.

10. Creating a Backup File
• At the end of each day,
you must Export the
Transactions to create
a backup file.
• Evergreen will tell you
it’s a good idea to let
the system delete any
other copies of the
data. DO NOT let the
computer do this.
Select No!

11. Uploading Offline Transactions (for
managers)
• When database connection is re-established,
local admin creates a session.
– Admin > Offline Transaction Management
– Click Create and enter a name.
– Offline Sessions section, highlight session just
created.

12. Uploading Offline Transactions (for
managers)
• Inform library staff who will upload saved
offline transactions to your new session.
• Wait until all offline transactions have been
uploaded to your session.
• Once all workstations have uploaded to your
session, continue with Process the
Transactions.

13. Uploading Offline Transactions (for
circulation staff)
• Manager will give you a session name.
• Admin > Offline Transaction Management
• Highlight correct session and click Upload.
• Let manager know that transactions have
been uploaded.

14. Processing Offline Transactions
• Wait until all offline
transactions have been
uploaded.
• Might need to hit
Refresh button.
• Highlight correct
session and click
Process.
• Hit Refresh button.
• Deal with Exceptions.

15. Pull Holds List
• Pulling holds every 24 hours required.
• Most libraries assign those who open the library in
the morning.
• Everyone is cross-trained to pull holds!
• Circulation > Pull List for Holds Request
• Printing/Exporting Hold Pull List

16. Transits List
• Local Admin > Transit List
• Choose Transit to/from
• Choose library and Transit Date fall between
• Click Retrieve Transits

17. Cash Reports
• Local Admin > Cash Reports
• Choose Start and End Date
• Choose library and click Submit

18. Library Settings Editor
• Consortium-wide settings are EG-IN and are
controlled by EC.
– Lost materials processing fee, Damaged
processing fee
• Libraries can set the following options locally:
– OPAC timeout, Default item price, Email
notification, Staff Client timeout

19. Non-cataloged Types Editor
• Admin > Non-cataloged Types Editor
• Circulating ephemeral items
• Enter name, length of time the item should
circulate, Circulate In-House? Y/N, library

20. In-house Use
• Barcode and catalog an item
– Examples: Equipment, cameras, computers
• In-house use counts are separate than circ
stats.
– Must be retrieved and manually added to circ
stats.

21. Closed Dates Editor
• Add dates when library will be closed.
• Circulation module takes Closed Dates into
account when assigning due dates.

22. Copy Locations Editor
• Create, edit and delete Shelving Locations
– OPAC visible
– Hold verify
– Checkin Alert
– Holdable
– Circulate

23. Stat Cat Editor
• Create or Edit stat cats
• Patron or Item
• Put in a helpdesk ticket for a report which will
give you the data collected in the stat cat.

24. Printer Settings Editor
• Workstation Admin > Printer Settings Editor
• Use this screen if your printer does not
connect with Evergreen.
• Page Settings allows you to change margins.

25. Receipt Template Editor
• Workstation Admin > Receipt Template Editor
• Controls all receipt templates printed from
Evergreen.

26. Resources
• Slide 2: Circulation Manual Chapter 2 (Staff
logins and Registering a patron)
• Slide 3: Circulation Manual Chapter 2
(Registering a patron)
• Slide 4: Circulation Manual Chapter 1
(Downloading Evergreen ILS)
• Slide 5: Circulation Manual Chapter 8
(Entering helpdesk ticket)
• Slide 6 – 14: Circulation Manual Chapter 9
(Standalone mode)

27. Resources
• Slides 15 & 16: Circulation Manual Chapter 7
(Holds) and Cataloging Manual Chapter 21
(Holds)
• Slide 23:
http://www.in.gov/library/files/Statisical_Cat
egories.pdf
• Reports training:
http://www.in.gov/library/files/evergreen_in
diana-reportingguide-basic.pdf

28. Self-paced trainings
• Local admin and reports training:
http://www.in.gov/library/files/Accessing_the
_Reporting_and_Admin_Overview_Self-
Paced_Tutorial.pdf