Basic Circulation Functions (Documentation)
- Checkout — How to perform a basic checkout
- Checkin — How to perform a basic checkin
- Life Cycle of a Checkout
Patron Records (Documentation)
- Patron Names — Patron primary names, preferred names and name keywords
- Patron Search — How to search for patron records
- Patron Registration — Registering a new patron
- Editing Patron Records — How to edit patron records
- 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
Patron Records (Screencasts)
- Patron Search (Simple Form) — Screencast showing a simple patron search
- Patron Search (Long Form) — Screencast showing a more complicated patron search
Holds (Documentation)
- 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
Holds (Screencasts and Slides)
- Placing Batch Holds in the Web Client — How to use a basket to place holds on multiple titles for a patron
- NOBLE Annual Holds Session — Screencast of the February 9, 2022, online Zoom session
- Hold Groups
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
AutoRenewal
- AutoRenewal — Autorenewal is used to streamline services for patrons, automatically applying the loan rules to renew eligible items rather than requiring them to log in to the library system and do this manually. If your library opts in, the autorenewal process will run against your items checked out at your library and renew items that are eligible — no holds and have remaining renewals.