intro-start.adoc

Getting Started

Accessing the Evergreen Staff Client

• Sitka’s Evergreen web client is only supported in Chrome. You must use Chrome to login to Evergreen.

• The web client is responsive to device and to screen size, and can look different on different devices.

• The URL to log into the staff client is https://catalogue.libraries.coop/eg/staff/

Registering a Staff Workstation

Sitka Snippet Video - Register Workstation (2:06)

Every computer used with Sitka’s Evergreen for staff functions must have at least one registered workstation.

Staff will be prompted to register a workstation if:

• this is the first time the computer/browser has been used with Sitka’s Evergreen.

• they are logging into a different server, such as Co-op Support’s training server.

• the cookies for the browser have been cleared.

Note	Only local system administrator staff accounts can register workstations.

1. Navigate to the web client log in page. The URL to log into the staff client is https://catalogue.libraries.coop/eg/staff/

2. Enter a local system administrator username and password.

3. Click Sign In

   

4. You will be prompted to register a workstation.

5. Choose your library short code from the drop down menu.

   

6. Enter a unique workstation name.

   Tip	Your workstation settings and preferences are stored on Sitka’s Evergreen server with your workstation name. If you are re-registering a workstation you should use the original workstation’s name or you will lose your stored workstation settings and preferences.

7. Click Register.

   

8. The new workstation is listed in the Workstations Registered With This Browser menu.

9. Click Use Now to return to the login page.

   

10. Your newly registered workstation should be selected by default on the login page.

    

11. You can now use any library staff account to log into Evergreen.

Logging into Evergreen

1. The URL to log into the staff client is https://catalogue.libraries.coop/eg/staff/

2. Enter your username and password.

3. Verify that the correct workstation is selected and click Sign In.

   

4. If your staff user name account lacks a working location, Evergreen blocks the login and prompts for a Working Location.

Tip

If you cannot login try the following: Double check that you are using your username and not your barcode. Your barcode cannot be used to log into the staff client unless your username is your barcode. Use the visibility toggle to see your password and confirm it is correct. Have your local system administrator check that your account has not expired. Have your local system administrator check that your account has a working location.

Logging Out of Evergreen

1. Click the menu button in the upper right-hand corner.

2. Select Log Out from the drop down menu.

   

Caution

Closing all browser windows will automatically log you out of the web client. If you only close the tab where the web client is loaded, you will remain logged in.

Change Operator

1. Click the menu button in the upper right-hand corner.

2. Select Change Operator fom the drop down menu.

   

3. Enter the username and password for the staff account you would like to switch to.

4. Choose a login type from the drop down menu.

   1. Temporary - The new operator will be automatically logged out after a set period of time.

   2. Staff - The new operator will remain until the user selects Restore Operator from the Menu.

   3. Persistent - The new operator will replace the original operator.

      

5. Click OK/Continue

Configuring Your Workstation

Function Bar

The function bar can be found throughout Evergreen and enables you to page through pages, adjust the number of rows displaying, access the Actions menu, and manage your columns and Actions menus.

The function bar comes in two styles with similar functionality.

1. Page through pages

2. Actions Menu

3. Adjust number of rows

4. Jump to page

5. Show Grid Options menu

6. Text wrap

Column Configuration

From many screens and lists, you can click on the column picker drop-down menu to change which columns are displayed. Various search results tables may not default to the most useful columns. For instance, the patron search results page may be easier to use if you change the columns to Card, Last Name, First Name, Middle Name, and Primary Identification, and you may wish to have the results sort by Last Name, then by First Name.

To customize your columns:

1. Click on the dropdown arrow or the settings symbol on the function bar to open the column picker.

   1. Some options in the menu and the resulting screens will differ depending on the version of the function bar.

      

2. You can select the desired display columns from the dropdown list or,

3. Click Manage columns for more options.

   1. Click Visible to make a column visible or hidden [T/F].

   2. Click Sort Visible Columns to Top.

   3. Click Move Up or Move Down to change column position.

   4. Click First Visible or Last Visible to move the selected column to the top or bottom of the list.

   5. Use Sort Priority to prioritize how sorting should work. (A negative number will sort the column in reverse order.)

      1. This option only appears in certain cases.

         

4. Click Manage Column Widths.

   1. Click Expand or Shrink to adjust column sizes.

      

5. Click Save Grid Settings.

   

Manage Actions Menu

On one version of the Function Bar, found on some screens, you can choose Manage Actions Menu to change which actions are displayed and available. The action choices vary from screen to screen.

1. Click on the Show Grid Options (gear icon) menu.

2. Select Manage Actions Menu.

   

3. Make required changes and click Close.

   

4. Click on the Show Grid Options (gear icon) menu again.

5. Select Save Grid Settings.

   

Library Selector

Some interfaces include a library selector that enables staff to set the scope for the interface.

There are currently several styles of the library selector.

The library selector in newer interfaces shows the full names of the library if full names are enabled.

Where applicable Ancestor and Descendants checkboxes are included. Multi-branch libraries can set the library to their system and then check the Descendants checkbox to include all of their branches.

The library selector in older interfaces only shows the library shortcode. This older style of library selector will be phased out as future updates to Evergreen replace the older interfaces.

Filters

Some interfaces include filters that enable staff to filter the available rows.

Depending on the data in the field the filters will either allow you to filter on true/false or the text values.

When a column is filtered it will display with a blue Filter that can be edited to change the value of the filter. Filters can be removed individually per column by clearing the filter or all filters can be removed at once using the Remove Filters button.

Workstation Administration

Workstation specific information can be set by going to Administration → Workstation.

Here staff can:

• register additional workstations

• configure printer settings

• customize receipt printer templates

• view and remove stored preferences

• view information about Hatch

• run latency tests

• disable and test sounds for the staff client

• set the library selector to include the full name of libraries

Staff should not use the search preferences settings found in Workstation Administration. Instead search preferences should be set from within the staff catalogue. See [_search_preferences].

Keyboard Navigation

Staff can use the following navigation bar functions to navigate Evergreen.

1. Use the Tab key to move between the top-level menu items.

2. Press Enter, Space, or the down arrow on a top-level item to open its submenu. Pressing Esc will close it.

3. Shift-tab from the first submenu item back to the top level, and use Enter or Space to toggle the button again and close the submenu.

4. Within the submenu, use either Tab and Shift-Tab to move up and down, or the up/down arrow keys.

Staff can also use the following keyboard shortcuts to navigate Evergreen.

Table 1. Keyboard Shortcuts

Key	Function
CTRL+H	Display Keyboard Shortcut List
F1	Check Out
F2	Check In
F3	Search the Catalogue
F4	Search for Patrons
F5	Item Status
F6	Record In-House Use
F8	Retrieve Last Patron
F9	Reprint Last Receipt
SHIFT+F1	Register Patron
SHIFT+F2	Capture Holds
SHIFT+F3	Retrieve Bib Record by TCN
SHIFT+F8	Retrieve Last Bib Record
CTRL+F2	Renew Items

Downloading and Installing Hatch

Hatch is an optional installable program that works with your browser to manage complex printing needs, such as printing to different printers under different circumstances.

1. Install Java Runtime Environment (JRE). Windows only requires a JRE to run Hatch, not a full JDK. Download and install JRE version 1.8 or higher from java.

2. Install Hatch Download the executable file from Hatch and refer to the Installation Instructions

3. Install Chrome extension. If the extension was not installed automatically when installing Hatch you can get it directly in the browser from the Chrome App Store Chrome App Store

Enable Hatch in Evergreen

1. Log into Evergreen as LSA.

2. Click Administration → Workstation.

3. Click Print Service ('Hatch')

4. Make sure that you see that Hatch is available. Select Use Hatch For Printing .

5. Log out. Print preferences will now be stored in Hatch.

Refer to [hatch-printing] to configure printer settings.

Refer to [hatch-troubleshooting] if you are having issues with Hatch.