If you have a Funds report for the current fiscal year, you will need to create a new report for the new fiscal year. To create a new report, follow these steps: Open the Evergreen reporter Select the Report folder that contains the appropriate Funds report (note: the folder name…
Items may be removed from a course individually or by archiving the course itself. Removing Individual Items To remove an individual item or items from a course: Select the item from the item grid Click on the Actions Menu Click on “Remove Selected” Note: removing an item from a course…
One or more instructors may be associated with a course. Note: students may also be added to courses. To add users (e.g. instructors) to a course: Select the “Course users” tab from the course page If you have the user’s barcode, scan / enter it in the search box If…
Adding Items to Courses Once you have created the course, you can attach items to it. There are three general types of items that may be attached to a course: Physical items that are in the catalog Electronic resources that are in the catalog Items that are not in the…
Library staff may delete call number prefixes and suffixes, unless the prefix or suffix is associated with an item. Note prefixes and suffixes may not be deleted even if they are associated only with items that are deleted. To delete a call number prefix: Select Cataloging –> Call Number Prefix…
At the end of a term, you may archive one or more courses. Archiving a course removes all items attached to the course and reverts attributes that were edited (e.g. circ modifier, shelving location) to their original values. To archive one or more courses: From the course list, select the…
Evergreen Reports should be used primarily for Acquisitions and Patron based reports. Most other data, including that related to collection management and circulation, can be accessed from the NOBLE Dashboard or by running a Listmaker report. Evergreen Reports may be accessed from the portal page or from the Administration menu….
When you create a subscription you need to apply a prediction pattern representing the title’s publication schedule. If the publication schedule changes, you will need to apply a new prediction pattern to accommodate the changes. Note: there is a user permission required to manage predictions (e.g. add, delete) Creating Prediction…
There are three options for receiving issues. In each case, first find the bib record for the title you wish to receive and choose the “Serials” button. Then, use one of the following options. Option 1: From the Serials Menu, choose “Manage Subscriptions”; Note: If your library has multiple subscriptions,…
If your library uses textual holdings statements for serials (e.g. “Current issue + 12 months,” “Current + 1”) this data is stored in the MFHD Record. You can add To add or edit holdings statements, To add or edit a MFHD record for a serial title, Find the bib record…