1. Evergreen Indiana Basic Circulation Class Professional 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. and OverDrive Additional InfoExpress day subsidized by ISL

5. 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 use a generic circ1 login. – Training server Generic vs. individual staff logins

6. Code of Ethics Membership agreement and Code of Ethics What you do affects all patrons in consortium Learning policies and procedures for customer service

7. Basic Definitions Owning library: Library that owns the item in question Circulation library: Library from which an item has been checked out Patron: An individual who has an Evergreen Indiana patron account Home library: Library associated with a patron’s account In good standing: Fines and fees are not above the consortium maximum of $10.00

8. General policies Fine structure Where you can pay Grace day/backdating Holds

9. Navigation Control + T to create tab Control + W to close tabe Quick keys

10. Issuing a library card Valid ID includes a current address. – Valid Indiana Driver’s license – Valid Indiana State ID – Current Government issued photo ID Proof of residency. – Valid voter registration card – Current government issued ID (military, passport) – Bank statement issued w/in last 60 days – Utility bill issued w/in last 60 days – Property tax receipt

11. Patron Registration Recommended: Paper registrations Upper and lowercase Required fields Barcode and OPAC/Staff Client User name Password/PIN Birth date Primary ID Juvenile Email address Phone numbers

12. Patron registration Home library Main profile (permission group) Internet Access Level Active Barred Alert message

13. Patron registration User Settings – Hold notification settings Address

14. Statistical Categories Patron stat cats PLAC Home Library Saving Cloning

15. 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)

16. Searching for a patron Begin live demo Include inactive patrons? Limit results to patrons in Evergreen Indiana Fill in at least Last, First and Middle Name Filter by Permission Profile (if necessary) Enter Column picker > Save columns Click on a patron and a summary appears on the left side Retrieve patron or Search form (to go back to the search form)

17. Searching for a patron Alert message Color-coding of patron

18. Checkout Begin live demo Column picker Receipts Due date Pre-cataloged items Non-cataloged items

19. Items out Items Out box Lost, Claimed returned, Long overdue, Has unpaid billings box Click on an item to highlight and then go to Actions for selected items

20. Holds Start live demo. Placing holds – Staff holds – Patron holds Show canceled holds

21. 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

22. Edit Change patron information Change barcode Reset PIN Clone the patron’s information

23. Other Messages Stat Cat Groups

24. 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

25. Check in – Actions for selected items Show last few circulations Retrieve last patron who circulated the item Mark item damaged

26. OPAC Searching Search results – More details – Facets My Account My Lists

27. 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

28. Hold notification options Patrons can choose how they will be notified – Phone – Email – SMS/text message Tips for helping patrons when they report an issue with receiving their hold notification – Phone – Email – SMS/text message

29. 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

30. Offline Mode Click on Standalone Mode

31. 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.

32. 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.

33. 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!

34. Resources Slide 6: Membership agreement and Code of Ethics (http://www.in.gov/library/files/Membership_packet.pdf)http://www.in.gov/library/files/Membership_packet.pdf Slide 7: Circulation Policy, Page 1 Slide 8: Circulation Policy, Checkout, Loss of Privileges, Fines/Fees, Pages 4-5 Slide 9: Staff Training Documents website (http://www.in.gov/library/3380.htm)http://www.in.gov/library/3380.htm Slide 10: 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. Slide 11: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. Circulation Procedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron). Slide 12: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. Circulation Procedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron). Slide 13: Patron Registration (Circulation Policy, How to issue an Evergreen Indiana Library card, pages 2-3. Circulation Procedures, pages 2-6. Circulation Manual, Chapter 2, Registering a patron). Slide 14: Statistical Categories and Save ( 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: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy. Circulation Manual, Chapter 2, Registering a patron.)

35. Resources Slide 16: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy. Circulation Manual, Chapter 2, Registering a patron.) Slide 17: Searching for a patron (Evergreen Indiana Patron Confidentiality Policy. Circulation Manual, Chapter 2, Registering a patron.) Slide 18: Checkout (Circulation Manual, Chapter 3, Checkout) Slide 19: Items out (Circulation Procedures, Lost items, Claims Returned, Renewals. Circulation Manual, Chapter 4, Marking items lost or claims returned.) Slide 21: Bills (Circulation Manual, Chapter 5.) Slide 22: Edit (Circulation Policy, How to issue an Evergreen Indiana library card. Circulation Procedures, Patron Account Management, My Account. Circulation Manual, Chapter 2.) 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 in OPAC) Slide 27: Holds (Circulation Policy, Holds and Inter-Evergreen Indiana lending, pages 5-6. Circulation Procedures, Holds and Inter-Evergreen Indiana lending, pages 12-15. Cataloging manual, Chapter 21, Holds.) Slides 29-33: Offline mode (Circulation Manual, Chapter 9, Offline mode.)