Table of Contents
Circulation
Basic Circulation Functions
Patron Records
Holds
Hold Groups
Offline Circulation
Other Functions
Circulation
Basic Circulation Functions
Checkout
– How to perform a basic checkout
Checkin
— How to perform a basic checkin
Circulation
– How to extend the loan period for a patron
Autorenewal
– Autorenewal streamlines services for patrons, automatically renewing items that are eligible for renewal
Lifecycle of a Circulation Transaction
Patron Records
Patron Names
– Patron primary names, preferred names and name keywords
Patron Search
– How to search for patron records
Patron Registration
– Adding a new patron to the system
Editing Patron Records
– Update patron information
Replacing a Patron Barcode
— How to handle replacement barcodes
Patron Passwords
— Adding, testing and replacing passwords in the patron record
Merging Patron Records
— How to merge duplicate patron records
Holds
Placing a Single Hold in the Web Client
— Placing a single hold for a patron
Placing Batch Holds in the Web Client
— How to use a basket to place holds on multiple titles for a patron
Holds Pull List
— How to view and print the list of items to retrieve to fill holds
Capturing Holds
— Capturing items needed to fill holds in either a standard checkin or the Capture Holds screen
Managing Hold Notifications
Hold Groups
Unordered List Item
Offline Circulation
Offline Circulation
— How to check out items when the Evergreen system is down or you’ve lost connection, and to upload and process the transactions when the problem is resolved
Other Functions
Ecards
Credit Card Payments