1.Evergreen Indiana Basic Circulation ClassProfessional Development Office

2. Intro to Evergreen Indiana Project launched in December 2007 Goal is Resource Sharing Hardware, software, patron and MARC records Executive Committee elected August 2008 Consortium parameters set Lending periods and limits Fines and fees One library card First library went live: August 2008 3. Evergreen Indiana at 100 100 libraries across the state of Indiana. Peabody Public Library #100 Current service population: 962,000 3 million bibliographic records 8.3 million items Hundreds of thousands of items transit each year Opportunity to use Unique Management, Inc. andOverDrive Additional InfoExpress day subsidized by ISL 4. Logins All libraries are assigned three generic loginson go live day: circ1, cat2 and localadmin Principle of least privilege. Participants in this class will use a genericcirc1 login. Training server Generic vs. individual staff logins 5. Consortium Ethics Membership agreement and Code of Ethics All EI libraries are now serving almost 1 millionpatrons Learning policies and procedures for customerservice Good communication and support between EIlibraries 6. Basic Definitions Owning library: Library that owns the item inquestion Circulation library: Library from which an itemhas been checked out Patron: An individual who has an EvergreenIndiana patron account Home library: Library associated with apatrons account In good standing: Fines and fees are not abovethe consortium maximum of $10.00 7. General policies Fine structure Where can patrons pay bills? Grace day/backdating Holds 8. Navigation Control + T to create tab Control + W to close tabe Quick keys 9. Issuing a library card Valid ID includes a current address Proof of residency Recommended: Paper registrations Patron reminders. 10. Patron Registration Upper and lowercase Required fields Barcode and OPAC/StaffClient User name Password/PIN Birth date Primary ID Juvenile Email address Phone numbers 11. Patron registration Home library Main profile(permission group) Internet Access Level Active Barred Alert message Statistical categories Cloning 12. Patron registration User Settings Hold notification settings Address 13. Statistical Categories and Save Patron stat cats PLAC Home Library Save and Clone 14. Searching for a patron Why might you need to search for a patron? Legacy patrons at your library Patron moves from one EI district to another Patron confidentiality policy Choice of fields to search Search by barcode (F1) Search by patrons (F4) 15. Searching for a patron Begin live demo Column picker > Save Include inactive columnspatrons? Click on a patron and a Limit results to patrons summary appears onin Evergreen Indiana the left side Fill in at least Last, First Retrieve patron orand Middle NameSearch form (to go back Filter by Permission to the search form)Profile (if necessary) Enter 16. Searching for a patron Alert message Color-coding of patron 17. Checkout Begin live demo Column picker Receipts Due date Pre-cataloged items Non-cataloged items 18. Items out Lost, Claimed returned, Long overdue, Hasunpaid billings box Click on an item to highlight and then go toActions for selected items 19. Holds Start live demo. Placing holds Staff holds Patron holds Show canceled holds 20. Bills Creating a bill Begin live demo Current bills summary at the top Column picker > List Actions > Save Columns Bill patron History Apply payment Actions for selected transactions Receipt 21. Edit Change patron information Change barcode Reset PIN 22. Other Messages Stat Cat Groups 23. Check in Setting up check in screen Take your time and watch the screen! Open Item stats screen at same time Effective date Backdating Amnesty mode Auto print hold slips 24. Check in Actions for selected items Show last few circulations Retrieve last patron who circulated the item Mark item damaged or missing 25. OPAC Searching Search results More details Facets My Account My Lists 26. Holds Actions for selected holds View holds Number of holds on a record Browse hold shelf Pull list for hold requests Capturing holds Cancelling holds Retargeting holds 27. Hold notification options Patrons can choose how they will be notified Phone Email SMS/text message Tips for helping patrons when they report anissue with receiving their hold notification Phone Email SMS/text message 28. Offline Transaction Management Used during upgrades or locally when needed In offline mode: DO checkout DONT checkin No database connection therefore: No live patron data about checkouts, fines andfees, blocked or not 29. Offline Mode Click on Standalone Mode 30. Offline Mode Click on Check Out Make sure the date on the left end of the menu baris correct. Scan patron library card. Check that due date is correct for the item. Scan in item barcode and hit ENTER after each itembarcode is entered. 31. Offline Mode Select Print receipt? so a receipt will print. Click Save These Transactions? VERYIMPORTANT! 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 librarys records. Before using offline mode, check the offline mode receipt in the Receipt Template Editor to make sure desired information appears. 32. Creating a Backup File At the end of each day,you must Export theTransactions to createa backup file. Evergreen will tell youits a good idea to letthe system delete anyother copies of thedata. DO NOT let thecomputer do this.Select No! 33. Resources Slide 6: Code of Ethics. http://www.in.gov/library/files/Membership_packet.pdf Slide 7: Circulation Policy, Page 1. Slide 8. Fine structure: Circulation Policy, Checkout, Loss of Privileges, Fines/Fees, Pages 4-5. Where can patrons pay bills?: Circulation Policy, Checkin, Recovering lost items and refundingpayment. Circulation Procedures, Checkin Lost items, Damaged items, pages 10-11. Grace day/backdating: Circulation Procedures, Checkin, Fines/Fees, pages 8-9. Holds: Circulation Policy, Intra-Evergreen Indiana Lending, pages 5-6. Circulation Procedures,Intra-Evergreen Indiana Lending, page 12. Slide 9: Staff Training Documents website, Circulation Module, Shortcuts for Computer/Laptop Slide 10: Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. CirculationProcedures, How to issue an Evergreen Indiana Library card, pages 2-6. Slide 11: Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. CirculationProcedures, pages 26. Circulation Manual, Chapter 2, Registering a patron. Slide 12: Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. CirculationProcedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron. 34. Resources Slide 13: Circulation Policy, How to issue an Evergreen Indiana Library card, page 2-3. CirculationProcedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron. Slide 14: Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3.Circulation Procedures, How to issue an Evergreen Indiana Library card, pages 2-6,Circulation Manual, Chapter 2, Registering a patron. Slide 15: Evergreen Indiana Patron Confidentiality Policy. Circulation Manual, Chapter 2,Registering a patron. Slide 16: Evergreen Indiana Patron Confidentiality Policy. Circulation Manual, Chapter 2,Registering a patron. Slide 17: Evergreen Indiana Patron Confidentiality Policy. Circulation Manual, Chapter 2,Registering a patron. Slide 18: Circulation Manual, Chapter 3, Checkout. Slide 19: Circulation Procedures, Lost items, Claims Returned, Renewals. Circulation Manual,Chapter 4, Marking items lost or claims returned. Slide 21: Circulation Manual, Chapter 5. Slide 22: Circulation Policy, How to issue an Evergreen Indiana library card. CirculationProcedures, Patron Account Management, My Account. Circulation Manual, Chapter 2. 35. Resources Slide 24: Checkin (Circulation Procedures, Checkin, page 10. Circulation Manual, Chapter 3,Checkin. Circulation Manual, Chapter 4, Marking items damaged or missing.) Slide 26: OPAC help link: http://evergreen.lib.in.us/opachelp.html Slide 27: Circulation Policy, Holds and Inter-Evergreen Indiana lending, pages 5-6. CirculationProcedures, Holds and Inter-Evergreen Indiana lending, pages 12-15. Cataloging manual,Chapter 21, Holds. Slide 28: OPAC help link: http://evergreen.lib.in.us/opachelp.html Slides 29-33: Circulation Manual, Chapter 9, Offline mode.