Backdated Check In – Bookdrop Checkin – to mark an item as checked in at an earlier date than the actual date. Most commonly used for checking in the morning book-drop items.

Bibliographic Records – describe the characteristics of the resources retrieved in the OPAC, such as format, title, author, edition, etc. MARC records are the basis of bibliographic records.

Capture a Hold – Trap a hold – the physical act of scanning (or typing) in the item barcode and triggering a specific hold for a patron. Holds will be captured if staff members pull targeted items from the stacks to fill a hold. Evergreen also looks at copies being checked in to see if they can potentially fill holds. This process is called opportunistic capture.

Call Number – typically an alphanumeric label indicating an item’s subject matter and/or shelving location within the library. In Evergreen call number is also referred to as “Volume”. A call number level record is created in Evergreen, which allows libraries in a consortium to use different classification systems and schemas.

Call Number Level Hold – a hold placed on a specific call number, all copies within that call number at the corresponding library may be eligible to fill the hold request. Also referred to as “volume level hold”. Available in Staff Client only.

Circulation Library – an item’s current “home,” Circulation Library defines where the item lives. In Evergreen, you can set policies differentiating between the circulation library and the owning library.

Circulation Modifiers – Item Types or iTypes – allow you to group resources together by material type and can be used in the creation of circulation and holds policies.

Holdings Editor (AKA the Call Number/Item Editor) – Call Number & Item Maintenance – in Cataloging, allows you to specify both the call number and item attributes of a copy within the same interface. Holdings View – provides access to cataloging functions, such as transferring call number records and items from one location to another, adding call number records and items to the bibliographic record, and editing call number records and items.

Items – are individual barcoded items located at a specific call number within a specific library. They are sometimes referred to as “copies” in Evergreen.

Item Bucket (AKA copy bucket) – allow you to group individual items together for the purpose of batch processing and modification.

Item Holdings Editor – in Cataloging, allows you to define item attributes. You can also create item templates that can be assigned to items with similar characteristics. Can be accessed through the “Edit Item” or “Edit Item Attributes” menu options.

Item Level Hold – a hold placed on a specific item. Sometimes referred to as a “copy level hold”. Available in Staff Client only.

Item Statuses – most similar to Workflows Current Locations – define an item’s current availability, such as checked out, missing, available, on hold shelf, etc.

Lost – a status that the system assigns to an item when it is still checked out to a patron a specific number of days past the due date. This number of days overdue also triggers the system to generate a lost notice.

Missing – a status that is manually assigned to an item by staff when an item is supposed to be in the library but cannot be found.

My Lists – My Lists – users can add items to temporary lists or log in to their OPAC accounts and save lists. Users can create lists of books that they have read or want to read. They can also place holds on all titles in the list at one time.

Non-Cataloged Item – similar to Workflows ephemeral charge or in-house use count – “honor system” item that are not cataloged but can still be checked out by users to record the circulation statistic.

Offline Circulation – enables you to continue using basic Evergreen functions while your network is down.

Owning Library – the library recognized as the purchaser or owner of an item. In Evergreen, you can set policies differentiating between the circulation library and the owning library.

Permission Groups – also called Profiles – allow you to create groups of users and assign permissions to them. Permission groups can be patron types, such as Adult or Juvenile, or staff types, such as Circulation or Catalogers.

Pre-Cataloged Items – “Precats” – a temporary bibliographic record containing basic information, not viewable in the OPAC, so that users may check out the item before it has been fully cataloged.

Record Buckets – allow you to group and manage bibliographic records for the purpose of batch processing and modification.

Record ID – the internal bibliographic identifier. Evergreen stores the Record ID in the MARC 901c field.

Shelving Location – Home Location – define the physical shelving locations in a library. Within a multi-library system, each library can define its own shelving locations.

Title or Bibliographic Record Level Hold – a hold placed on a specific title or bib record. Evergreen will determine the best item to fill the hold based on the Hold Policies that have been configured. Available in the OPAC and Staff Client.

Workstation – a staff user’s digital “location” that is set up in Evergreen so that the system can track transactions and activity by library and user.