McQuade Library Student Worker Training Guide

Evergreen is software that helps patrons find library materials, and helps libraries manage, catalog, and circulate those materials, no matter how large or complex the libraries.

Evergreen is also people: a community of users, developers, and enthusiasts that work together to maintain, develop, and improve the software. Over 1,300 libraries use Evergreen, and the software is constantly updated, with two major releases each year. Dozens of users contribute code to each new release.

Basic Circulation Functions 

• Checkout — How to perform a basic checkout
• Checkin — How to perform a basic checkin
• Life Cycle of a Checkout

Patron Records

• 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

• Patron Search (Simple Form) — Screencast showing a simple patron search
• Patron Search (Long Form) — Screencast showing a more complicated patron search

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

Holds

• 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