Evergreen Column Configuration Essentials

Column Configuration Essentials Guide

Columns in list displays are configurable in each registered workstation. They should be customized and saved for the most common use. Displays can be changed as needed and, if not saved, will revert to the user’s defaults.

To customize columns

1. Click the Gear Icon to the right of “page 1.”
2. Open Manage Columns.
3. Click Sort Visible Columns To Top.
4. Choose columns
   1. Columns with a green checkmark will display.
   2. Columns with an orange X are hidden.
   3. Sort Visible Columns to top as needed.
5. Use the blue arrows to move the columns up (to the left of the list) or down (to the right) until they are in the suggested order.
6. When finished, Close.
7. From the dropdown, click Save Columns.

 

Evergreen Column Configuration Essentials Guide (printable)

For workstation setup and best practice, the following most often used lists with recommended column choices and order are in priority order.

Search

• Search for Patrons
  Home Library, Last Name, First Name, Card, Daytime Phone, Mailing: Street 1, Email Address
• Search for Items by Barcode (also Item Status)
  Owning Library, Title, Location, Call Number, Barcode, Item Status, Checkout Date, Due Date, Date Last Edited, Edited By

Patron Record

• Check Out
  Title, Barcode, Call Number, Due Date, Remaining Renewals
• Items Out
  Title, Barcode, Item Status,  Call Number, Owning Library, Checkout Date, Due Date
• Holds
  Title, Current Item (barcode), Status, Request Date, Available Date, Pick Up Library, Queue Position
• Bills
  Bill #, Balance Owed, Last Billing Type, Title,  Note
  *If the library always provides a receipt for payments, check Receipt on Payment
  
  
• Bills: History
  • Transactions
    Bill#, Last Billing Timestamp,  Last Billing Type, Title, Total Billed, Total Paid, Last Billing Note
  • Payments
    Payment ID, Payment Time, Last Billing Type, Title, Payment Type, Amount, Total Paid

Circulation

• Checkin
  Route To, Location, Checkin Date, Title, Barcode, Due Date, Family Name

*To automatically print hold and Transit Slips, click “Checkin Modifiers” and select “Auto-Print Hold and Transit Slips”

• Item Status
  Owning Library, Title, Location, Call Number, Barcode, Item Status, Checkout Date, Due Date, Date Last Edited, Edited By

• Renew Items
  Title, Author, Call Number, Barcode, Family Name, Due Date, Remaining Renewals
• User Buckets
  Home Library, Main (Profile) Permission Group, Last Name, First Name, Barcode,  Daytime Phone, Email Address, Active, Is Deleted, Privilege Expiration Date

Holds

• Capture Holds
  Route To, Title, Location, Call Number, Author, Barcode, Family Name, Request Date/Time,  Shelf Expire Date/Time
• Pull List for Hold Requests
  Shelving Location, Title, Call Number, Author, Current Item, Request Date
• Holds Shelf
  User Display Name, Title, Author, Current Item, Status, Available Date, Shelf Expire Time, Notifications Phone Number

Cataloging/Tech. Services

• Record Buckets Menu
  Favorite, Bucket ID, ISBN, Author (normalized), Title, Publication Year (normalized), TCN Source, Deleted?
• Record Buckets 
  Record ID, ISBN,  Title, Author (normalized), Publication Year (normalized), TCN Value, Deleted?, Merge Date, Merged to?
• Item Buckets
  Circulating Library, Circ. Modifier, Title, Call Number, Barcode, Location, Copy Status, Last Edit Date/Time, Is Deleted

Staff Catalog

• Record Summary: Item Table
  Location, Call Number / Item Notes, Shelving Location, Barcode, Holdable?, Status, Due Date, Part, Total Circ. Count
• Record Summary: Record Notes
  BIB Record, Creation Date, Note, Last Edit Date
• Record Summary: View Holds
  Pickup Library, Requester Username, Current Item, Request Date, Last Targeting Date/Time, Capture Date, Items Status, Hold Status, Queue Position
• Record Summary: Holdings View
  Owning Library, Call Number, Barcode, Shelving Location, Circulation Modifier, Holdable?, Status, Alerts, OPAC Visible?, Last Circ Date, Total Circ Count, Item Price, Notes