indexterm:[OPAC]
-From the OPAC home, you can conduct a basic search of all materials owned by all libraries in your Evergreen system.
+From the OPAC home, you can conduct a basic search of all materials owned by all
+libraries in your Evergreen system.
-This search can be as simple as typing keywords into the search box and clicking the _Search_ button. Or you can make your search more precise by limiting your search by fields to search, material type or library location.
+This search can be as simple as typing keywords into the search box and clicking
+the _Search_ button. Or you can make your search more precise by limiting your
+search by fields to search, material type or library location.
indexterm:[search box]
-The _Homepage_ contains a single search box for you to enter search terms. You can get to the _Homepage_ at any time by clicking the _Another Search_ link from the leftmost link on the bar above your search results in the catalogue, or you can enter a search anywhere you see a search box.
+The _Homepage_ contains a single search box for you to enter search terms. You
+can get to the _Homepage_ at any time by clicking the _Another Search_ link from
+the leftmost link on the bar above your search results in the catalogue, or you
+can enter a search anywhere you see a search box.
You can select to search by:
indexterm:[search, series]
indexterm:[search, bib call number]
-* *Keyword*: finds the terms you enter anywhere in the entire record for an item, including title, author, subject, and other information.
+* *Keyword*: finds the terms you enter anywhere in the entire record for an
+item, including title, author, subject, and other information.
* *Title*: finds the terms you enter in the title of an item.
-* *Journal Title*: finds the terms you enter in the title of a serial bib record.
+* *Journal Title*: finds the terms you enter in the title of a serial bib
+record.
* *Author*: finds the terms you enter in the author of an item.
-* *Subject*: finds the terms you enter in the subject of an item. Subjects are categories assigned to items according to a system such as the Library of Congress Subject Headings.
+* *Subject*: finds the terms you enter in the subject of an item. Subjects are
+categories assigned to items according to a system such as the Library of
+Congress Subject Headings.
* *Series*: finds the terms you enter in the title of a multi-part series.
[TIP]
=============
-To search an item copy call number, use <<numeric_search, _Advanced Search: Numeric_>>
+To search an item copy call number, use <<numeric_search, _Advanced Search:
+Numeric_>>
=============
Formats
Libraries
+++++++++
-If you are using a catalogue in a library or accessing a library’s online catalogue from its homepage, the search will return items for your local library. If your library has multiple branches, the result will display items available at your branch and all branches of your library system separately.
+If you are using a catalogue in a library or accessing a library’s online
+catalogue from its homepage, the search will return items for your local
+library. If your library has multiple branches, the result will display items
+available at your branch and all branches of your library system separately.
Advanced Search
~~~~~~~~~~~~~~~
-Advanced searches allow users to perform more complex searches by providing more options. Many kinds of searches can be performed from the _Advanced Search_ screen. You can access by clicking _Advanced Search_ on the catalogue _Homepage_ or search results screen.
+Advanced searches allow users to perform more complex searches by providing more
+options. Many kinds of searches can be performed from the _Advanced Search_
+screen. You can access by clicking _Advanced Search_ on the catalogue _Homepage_
+or search results screen.
-The available search options are the same as on the basic search. But you may use one or many of them simultaneously. If you want to combine more than three search options, use _Add Search Row_ button to add more search input rows. Clicking the _X_ button will close the search input row.
+The available search options are the same as on the basic search. But you may
+use one or many of them simultaneously. If you want to combine more than three
+search options, use _Add Search Row_ button to add more search input rows.
+Clicking the _X_ button will close the search input row.
Sort Results
indexterm:[advanced search, sort results]
-By default, the search results are in order of greatest to least relevance, see <<order_of_results, Order of Results>>. In the sort results menu you may select to order the search results by relevance, title, author, or publication date.
+By default, the search results are in order of greatest to least relevance, see
+ <<order_of_results, Order of Results>>. In the sort results menu you may select
+ to order the search results by relevance, title, author, or publication date.
Search Library
indexterm:[advanced search, search library]
-The current search library is displayed under _Search Library_ drop down menu. By default it is your library. The search returns results for your local library only. If your library system has multiple branches, use the _Search Library_ box to select different branches or the whole library system.
+The current search library is displayed under _Search Library_ drop down menu.
+By default it is your library. The search returns results for your local library
+only. If your library system has multiple branches, use the _Search Library_ box
+to select different branches or the whole library system.
Limit to Available
indexterm:[advanced search, limit to available]
-This checkbox is at the bottom line of _Search Library_. Select _Limit to Available_ to limit results to those titles that have items with a circulation status of "available" (by default, either _Available_ or _Reshelving_).
+This checkbox is at the bottom line of _Search Library_. Select _Limit to
+Available_ to limit results to those titles that have items with a circulation
+status of "available" (by default, either _Available_ or _Reshelving_).
Exclude Electronic Resources
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
indexterm:[advanced search, exclude electronic resources]
-This checkbox is below _Limit to Available_. Select _Exclude Electronic Resources_ to limit results to those bibliographic records that do not have an "o" or "s" in the _Item Form_ fixed field (electronic forms) and overrides other form limiters.
+This checkbox is below _Limit to Available_. Select _Exclude Electronic
+Resources_ to limit results to those bibliographic records that do not have an
+"o" or "s" in the _Item Form_ fixed field (electronic forms) and overrides other
+form limiters.
This feature is optional and will not appear for patrons or staff until enabled.
[TIP]
===============
-To display the *Exclude Electronic Resources* checkbox in the advance search page and search results, set
+To display the *Exclude Electronic Resources* checkbox in the advance search
+page and search results, set
the 'ctx.exclude_electronic_checkbox' setting in config.tt2 to 1.
===============
indexterm:[advanced search, search filters]
-You can filter your search by _Item Type_, _Item Form_, _Language_, _Audience_, _Video Format_, _Bib Level_, _Literary Form_, _Search Library_, and _Publication Year_. Publication year is inclusive. For example, if you set _Publication Year_ Between 2005 and 2007, your results can include items published in 2005, 2006 and 2007.
+You can filter your search by _Item Type_, _Item Form_, _Language_, _Audience_,
+_Video Format_, _Bib Level_, _Literary Form_, _Search Library_, and _Publication
+Year_. Publication year is inclusive. For example, if you set _Publication Year_
+Between 2005 and 2007, your results can include items published in 2005, 2006
+and 2007.
-For each filter type, you may select multiple criteria by holding down the _CTRL_ key as you click on the options. If nothing is selected for a filter, the search will return results as though all options are selected.
+For each filter type, you may select multiple criteria by holding down the
+ _CTRL_ key as you click on the options. If nothing is selected for a filter,
+the search will return results as though all options are selected.
anchor:numeric_search[]
Numeric Search
^^^^^^^^^^^^^^
-If you have details on the exact item you wish to search for, use the _Numeric Search_ tab on the advanced search page. Use the drop-down menu to select your search by _ISBN_, _ISSN_, _Bib Call Number_, _Call Number (Shelf Browse)_, _LCCN_, _TCN_, or _Item Barcode_. Enter the information and then click the _Search_ button.
+If you have details on the exact item you wish to search for, use the _Numeric
+Search_ tab on the advanced search page. Use the drop-down menu to select your
+search by _ISBN_, _ISSN_, _Bib Call Number_, _Call Number (Shelf Browse)_,
+_LCCN_, _TCN_, or _Item Barcode_. Enter the information and then click the
+_Search_ button.
Expert Search
^^^^^^^^^^^^^
indexterm:[advanced search, expert search]
-If you are familiar with MARC cataloging, you may search by MARC tag in the _Expert Search_ option on the left of the screen. Enter the three-digit tag number, the subfield if relevant, and the value or text that corresponds to the tag. For example, to search by publisher name, enter `260 b Random House`. To search several tags simultaneously, use the _Add Row_ option. Click _Submit_ to run the search.
+If you are familiar with MARC cataloging, you may search by MARC tag in the
+_Expert Search_ option on the left of the screen. Enter the three-digit tag
+number, the subfield if relevant, and the value or text that corresponds to the
+tag. For example, to search by publisher name, enter `260 b Random House`. To
+search several tags simultaneously, use the _Add Row_ option. Click _Submit_ to
+run the search.
[TIP]
=============
-Use the MARC Expert Search only as a last resort, as it can take much longer to retrieve results than by using indexed fields. For example, rather than running an expert search for "245 a Gone with the wind", simply do a regular title search for "Gone with the wind".
+Use the MARC Expert Search only as a last resort, as it can take much longer to
+retrieve results than by using indexed fields. For example, rather than running
+an expert search for "245 a Gone with the wind", simply do a regular title
+search for "Gone with the wind".
=============
Boolean operators
indexterm:[search, NOT operator]
indexterm:[search, boolean]
-Classic search interfaces (that is, those used primarily by librarians) forced users to learn the art of crafting search phrases with Boolean operators. To a large extent this was due to the inability of those systems to provide relevancy ranking beyond a "last in, first out" approach. Thankfully, Evergreen, like most modern search systems, supports a rather sophisticated relevancy ranking system that removes the need for Boolean operators in most cases.
+Classic search interfaces (that is, those used primarily by librarians) forced
+users to learn the art of crafting search phrases with Boolean operators. To a
+large extent this was due to the inability of those systems to provide relevancy
+ranking beyond a "last in, first out" approach. Thankfully, Evergreen, like most
+modern search systems, supports a rather sophisticated relevancy ranking system
+that removes the need for Boolean operators in most cases.
-By default, all terms that have been entered in a search query are joined with an implicit `AND` operator. Those terms are required to appear in the designated fields to produce a matching record: a search for _golden compass_ will search for entries that contain both _golden_ *and* _compass_.
+By default, all terms that have been entered in a search query are joined with
+an implicit `AND` operator. Those terms are required to appear in the designated
+ fields to produce a matching record: a search for _golden compass_ will search
+for entries that contain both _golden_ *and* _compass_.
-Words that are often considered Boolean operators, such as _AND_, _OR_, and _NOT_, are not special in Evergreen: they are treated as just another search term. For example, a title search for `golden and compass` will not return the title _Golden Compass_.
+Words that are often considered Boolean operators, such as _AND_, _OR_, and
+_NOT_, are not special in Evergreen: they are treated as just another search
+term. For example, a title search for `golden and compass` will not return the
+title _Golden Compass_.
-However, Evergreen does support Boolean searching for those rare cases where you might require it, using symbolic operators as follows:
+However, Evergreen does support Boolean searching for those rare cases where you
+might require it, using symbolic operators as follows:
.Boolean symbolic operators
[width="50%",options="header"]
indexterm:[search, stop words]
indexterm:[search, truncation]
-Evergreen tries to approach search from the perspective of a major search engine: the user should simply be able to enter the terms they are looking for as a general keyword search, and Evergreen should return results that are most relevant given those terms. For example, you do not need to enter author's last name first, nor do you need to enter an exact title or subject heading. Evergreen is also forgiving about plurals and alternate verb endings, so if you enter _dogs_, Evergreen will also find items with _dog_.
+Evergreen tries to approach search from the perspective of a major search
+engine: the user should simply be able to enter the terms they are looking for
+as a general keyword search, and Evergreen should return results that are most
+relevant given those terms. For example, you do not need to enter author's last
+name first, nor do you need to enter an exact title or subject heading.
+Evergreen is also forgiving about plurals and alternate verb endings, so if you
+enter _dogs_, Evergreen will also find items with _dog_.
-The search engine has no _stop words_ (terms are ignored by the search engine): a title search for `to be or not to be` (in any order) yields a list of titles with those words.
+The search engine has no _stop words_ (terms are ignored by the search engine):
+a title search for `to be or not to be` (in any order) yields a list of titles
+with those words.
* Don’t worry about white space, exact punctuation, or capitalization.
-. White spaces before or after a word are ignored. So, a search for `[ golden compass ]` gives the same results as a search for `[golden compass]`.
+. White spaces before or after a word are ignored. So, a search for `[ golden
+compass ]` gives the same results as a search for `[golden compass]`.
-. A double dash or a colon between words is reduced to a blank space. So, a title search for _golden:compass_ or _golden -- compass_ is equivalent to _golden compass_.
+. A double dash or a colon between words is reduced to a blank space. So, a
+title search for _golden:compass_ or _golden -- compass_ is equivalent to
+_golden compass_.
-. Punctuation marks occurring within a word are removed; the exception is \_. So, a title search for _gol_den com_pass_ gives no result.
+. Punctuation marks occurring within a word are removed; the exception is \_.
+So, a title search for _gol_den com_pass_ gives no result.
-. Diacritical marks and solitary `&` or `|` characters located anywhere in the search term are removed. Words or letters linked together by `.` (dot) are joined together without the dot. So, a search for _go|l|den & comp.ass_ is equivalent to _golden compass_.
+. Diacritical marks and solitary `&` or `|` characters located anywhere in the
+search term are removed. Words or letters linked together by `.` (dot) are
+joined together without the dot. So, a search for _go|l|den & comp.ass_ is
+equivalent to _golden compass_.
-. Upper and lower case letters are equivalent. So, _Golden Compass_ is the same as _golden compass_.
+. Upper and lower case letters are equivalent. So, _Golden Compass_ is the same
+as _golden compass_.
-* Enter your search words in any order. So, a search for _compass golden_ gives the same results as a search for _golden compass_. Adding more search words gives fewer but more specific results.
+* Enter your search words in any order. So, a search for _compass golden_ gives
+the same results as a search for _golden compass_. Adding more search words
+gives fewer but more specific results.
-** This is also true for author searches. Both _David Suzuki_ and _Suzuki, David_ will return results for the same author.
+** This is also true for author searches. Both _David Suzuki_ and _Suzuki,
+David_ will return results for the same author.
-* Use specific search terms. Evergreen will search for the words you specify, not the meanings, so choose search terms that are likely to appear in an item description. For example, the search _luxury hotels_ will produce more
+* Use specific search terms. Evergreen will search for the words you specify,
+not the meanings, so choose search terms that are likely to appear in an item
+description. For example, the search _luxury hotels_ will produce more
relevant results than _nice places to stay_.
* Search for an exact phrase using double-quotes. For example ``golden compass''.
-** The order of words is important for an exact phrase search. _golden compass_ is different than _compass golden_.
+** The order of words is important for an exact phrase search. _golden compass_
+is different than _compass golden_.
-** White space, punctuation and capitalization are removed from exact phrases as described above. So a phrase retains its search terms and its relative order, but not special characters and not case.
+** White space, punctuation and capitalization are removed from exact phrases as
+ described above. So a phrase retains its search terms and its relative order,
+but not special characters and not case.
-** Two phrases are joined by and, so a search for _"golden compass"_ _"dark materials"_ is equivalent to _golden compass_ *and* _dark materials_.
+** Two phrases are joined by and, so a search for _"golden compass"_ _"dark
+materials"_ is equivalent to _golden compass_ *and* _dark materials_.
* **Truncation**
-Words may be right-hand truncated using an asterisk. Use a single asterisk * to truncate any number of characters.
+Words may be right-hand truncated using an asterisk. Use a single asterisk * to
+truncate any number of characters.
(example: _environment* agency_)
indexterm:[search, stemming]
-A search for _dogs_ will also return hits with the word dog and a search for parenting will return results with the words parent and parental. This is because the search uses stemming to help return the most relevant results. That
-is, words are reduced to their stem (or root word) before the search is performed.
-
-The stemming algorithm relies on common English language patterns - like verbs ending in _ing_ - to find the stems. This is more efficient than looking up each search term in a dictionary and usually produces desirable results. However, it also means the search will sometimes reduce a word to an incorrect stem and cause unexpected results. To prevent a word or phrase from stemming, put it in double-quotes to force an exact search. For example, a search for `parenting` will also return results for `parental`, but a search for `"parenting"` will not.
-
-Understanding how stemming works can help you to create more relevant searches, but it is usually best not to anticipate how a search term will be stemmed. For example, searching for `gold compass` does not return the same results as `golden compass`, because `-en` is not a regular suffix in English, and therefore the stemming algorithm does not recognize _gold_ as a stem of _golden_.
+A search for _dogs_ will also return hits with the word dog and a search for
+parenting will return results with the words parent and parental. This is
+because the search uses stemming to help return the most relevant results. That
+is, words are reduced to their stem (or root word) before the search is
+performed.
+
+The stemming algorithm relies on common English language patterns - like verbs
+ending in _ing_ - to find the stems. This is more efficient than looking up each
+search term in a dictionary and usually produces desirable results. However, it
+also means the search will sometimes reduce a word to an incorrect stem and
+cause unexpected results. To prevent a word or phrase from stemming, put it in
+double-quotes to force an exact search. For example, a search for `parenting`
+will also return results for `parental`, but a search for `"parenting"` will
+not.
+
+Understanding how stemming works can help you to create more relevant searches,
+but it is usually best not to anticipate how a search term will be stemmed. For
+example, searching for `gold compass` does not return the same results as
+`golden compass`, because `-en` is not a regular suffix in English, and
+therefore the stemming algorithm does not recognize _gold_ as a stem of
+_golden_.
anchor:order_of_results[]
indexterm:[search, order of results]
-By default, the results are listed in order of relevance, similar to a search engine like Google. The relevance is determined using a number of factors, including how often and where the search terms appear in the item description,
-and whether the search terms are part of the title, subject, author, or series. The results which best match your search are returned first rather than results appearing in alphabetical or chronological order.
+By default, the results are listed in order of relevance, similar to a search
+engine like Google. The relevance is determined using a number of factors,
+including how often and where the search terms appear in the item description,
+and whether the search terms are part of the title, subject, author, or series.
+The results which best match your search are returned first rather than results
+appearing in alphabetical or chronological order.
-In the _Advanced Search_ screen, you may select to order the search results by relevance, title, author, or publication date before you start the search. You can also re-order your search results using the _Sort Results_ dropdown list on
+In the _Advanced Search_ screen, you may select to order the search results by
+relevance, title, author, or publication date before you start the search. You
+can also re-order your search results using the _Sort Results_ dropdown list on
the search result screen.
indexterm:[search, URL]
-When performing a search or clicking on the details links, Evergreen constructs a GET request url with the parameters of the search. The url for searches and details in Evergreen are persistent links in that they can be saved, shared and used later.
+When performing a search or clicking on the details links, Evergreen constructs
+a GET request url with the parameters of the search. The url for searches and
+details in Evergreen are persistent links in that they can be saved, shared and
+used later.
Here is a basic search URL structure:
locg Parameter
^^^^^^^^^^^^^^
-This is the id of the search location. It is an integer and maches the id of the location the user selected in the location drop down menu.
+This is the id of the search location. It is an integer and maches the id of the
+location the user selected in the location drop down menu.
qtype Parameter
^^^^^^^^^^^^^^^
-The _qtype_ parameter in the URL represents the search type values and represent one of the following search or request types:
+The _qtype_ parameter in the URL represents the search type values and represent
+one of the following search or request types:
* Keyword
* Title
* `sort=titlesort` - Alphabetical order
* `sort=authorsort` - Alphabetical order on family name first
-To change the sort direction of the results, the _sort_ parameter value has the ".descending" suffix added to it.
+To change the sort direction of the results, the _sort_ parameter value has the
+".descending" suffix added to it.
* `sort=titlesort.descending`
* `sort=authorsort.descending`
* `sort=pubdate.descending`
-In the absence of the _sort_ parameter, the search results default to sorting by relevance.
+In the absence of the _sort_ parameter, the search results default to sorting by
+relevance.
Search Results
indexterm:[search results]
-The search results are a list of relevant works from the catalogue. If there are many results, they are divided into several pages. At the top of the list, you can see the total number of results and go back and forth between the pages
-by clicking the links that say _Previous_ or _Next_ on top or bottom of the list. You can also click on the adjacent results page number listed. These page number links allow you to skip to that results page, if your search results needed multiple pages to display. Here is an example:
+The search results are a list of relevant works from the catalogue. If there are
+many results, they are divided into several pages. At the top of the list, you
+can see the total number of results and go back and forth between the pages
+by clicking the links that say _Previous_ or _Next_ on top or bottom of the
+list. You can also click on the adjacent results page number listed. These page
+number links allow you to skip to that results page, if your search results
+needed multiple pages to display. Here is an example:
image::media/catalogue-3.png[catalogue-3]
-Brief information about the title, such as author, edition, publication date, etc. is displayed under each title. The icons beside the brief information indicate formats such as books, audio books, video recordings, and other formats. If you hover your mouse over the icon, a text explanation will show up in a small pop-up box.
+Brief information about the title, such as author, edition, publication date,
+etc. is displayed under each title. The icons beside the brief information
+indicate formats such as books, audio books, video recordings, and other
+formats. If you hover your mouse over the icon, a text explanation will show up
+in a small pop-up box.
-Clicking a title goes to the title details. Clicking an author searches all works by the author. If you want to place a hold on the title, click _Place Hold_ beside the format icons.
+Clicking a title goes to the title details. Clicking an author searches all
+works by the author. If you want to place a hold on the title, click _Place
+Hold_ beside the format icons.
-On the top right, there is a _Limit to Available_ checkbox. Checking this box will filter out those titles with no available copies in the library or libraries at the moment. Usually you will see your search results are re-displayed with fewer titles.
+On the top right, there is a _Limit to Available_ checkbox. Checking this box
+will filter out those titles with no available copies in the library or
+libraries at the moment. Usually you will see your search results are
+re-displayed with fewer titles.
-When enabled, under the _Limit to Available_ checkbox, there is an _Exclude Electronic Resources_ checkbox. Checking this box will filter out materials that are cataloged as electronic in form.
+When enabled, under the _Limit to Available_ checkbox, there is an _Exclude
+Electronic Resources_ checkbox. Checking this box will filter out materials
+that are cataloged as electronic in form.
-The _Sort by_ dropdown list is found at the top of the search results, beside the _Show More Details_ link. Clicking an entry on the list will re-sort your search results accordingly.
+The _Sort by_ dropdown list is found at the top of the search results, beside
+the _Show More Details_ link. Clicking an entry on the list will re-sort your
+search results accordingly.
Facets: Subjects, Authors, and Series
indexterm:[search results, facets: subjects, authors, and series]
-At the left, you may see a list of _Facets of Subjects_, _Authors_, and _Series_. Selecting any one of these links filters your current search results using that subject, author, or series to narrow done your current results. The facet filters can be undone by clicking the link a second time, thus returning your original results before the facet was activated.
+At the left, you may see a list of _Facets of Subjects_, _Authors_, and
+_Series_. Selecting any one of these links filters your current search results
+using that subject, author, or series to narrow done your current results. The
+facet filters can be undone by clicking the link a second time, thus returning
+your original results before the facet was activated.
image::media/catalogue-5.png[catalogue-5]
indexterm:[search results, availability]
-The number of available copies and total copies are displayed under each search result's call number. If you are using a catalogue inside a library or accessing a library’s online catalogue from its homepage, you will see how many copies are available in the library under each title, too. If the library belongs to a multi-branch library system you will see an extra row under each title showing how many copies are available in all branches.
+The number of available copies and total copies are displayed under each search
+result's call number. If you are using a catalogue inside a library or accessing
+a library’s online catalogue from its homepage, you will see how many copies are
+available in the library under each title, too. If the library belongs to a
+multi-branch library system you will see an extra row under each title showing
+how many copies are available in all branches.
image::media/catalogue-6.png[catalogue-6]
image::media/catalogue-7.png[catalogue-7]
-You may also click the _Show More Details_ link at the top of the results page, next to the _Limit to available items_ check box, to view each search result's copies' individual call number, status, and shelving location.
+You may also click the _Show More Details_ link at the top of the results page,
+next to the _Limit to available items_ check box, to view each search result's
+copies' individual call number, status, and shelving location.
Viewing a record
indexterm:[search results, viewing a record]
-Click on a search result's title to view a detailed record of the title, including descriptive information, location and availability, current holds, and options for placing holds, add to my list, and print/email.
+Click on a search result's title to view a detailed record of the title,
+including descriptive information, location and availability, current holds, and
+options for placing holds, add to my list, and print/email.
image::media/catalogue-8.png[catalogue-8]
image::media/catalogue-8a.png[catalogue-8a]
indexterm:[search results, details]
-The record shows details such as the cover image, title, author, publication information, and an abstract or summary, if available.
+The record shows details such as the cover image, title, author, publication
+information, and an abstract or summary, if available.
Near the top of the record, users can easily see the number of copies that
are currently available in the system and how many curent holds are on the
image::media/other-formats-and-editions.png[other-formats-and-editions]
-The Record Details view shows how many copies are at the library or libraries you have selected, and whether they are available or checked out. It also displays the Call number and Copy Location for locating the item on the shelves. Clicking on Text beside the call number will allow you to send the item's call number by text message, if desired. Clicking the location library link will reveal information about owning library, such as address and open hours.
-
-Below the local details you can open up various tabs to display more information. You can select Reviews and More to see the book’s summaries and reviews, if available. You can select Shelf Browser to view items appearing near the current item on the library shelves. Often this is a good way to browse for similar items. You can select MARC Record to display the record in MARC format. If your library offers the service, clicking on Awards, Reviews, and Suggested Reads will reveal that additional information.
+The Record Details view shows how many copies are at the library or libraries
+you have selected, and whether they are available or checked out. It also
+displays the Call number and Copy Location for locating the item on the shelves.
+Clicking on Text beside the call number will allow you to send the item's call
+number by text message, if desired. Clicking the location library link will
+reveal information about owning library, such as address and open hours.
+
+Below the local details you can open up various tabs to display more
+information. You can select Reviews and More to see the book’s summaries and
+reviews, if available. You can select Shelf Browser to view items appearing near
+the current item on the library shelves. Often this is a good way to browse for
+similar items. You can select MARC Record to display the record in MARC format.
+If your library offers the service, clicking on Awards, Reviews, and Suggested
+Reads will reveal that additional information.
[NOTE]
==========
-Copies are sorted by (in order): org unit, call number, part label, copy number, and barcode.
+Copies are sorted by (in order): org unit, call number, part label, copy number,
+and barcode.
==========
indexterm:[search results, placing holds]
-Holds can be placed on either title results or search results page. If the item is available, it will be pulled from the shelf and held for you. If all copies at your local library are checked out, you will be placed on a waiting list and
+Holds can be placed on either title results or search results page. If the item
+is available, it will be pulled from the shelf and held for you. If all copies
+at your local library are checked out, you will be placed on a waiting list and
you will be notified when items become available.
-On title details page, you can select the _Place Hold_ link in the upper right corner of the record to reserve the item. You will need your library account user name and password. You may choose to be notified by phone or email.
+On title details page, you can select the _Place Hold_ link in the upper right
+corner of the record to reserve the item. You will need your library account
+user name and password. You may choose to be notified by phone or email.
-In the example below, the phone number in your account will automatically show up. Once you select the Enable phone notifications for this hold checkbox, you can supply a different phone number for this hold only. The notification method will be selected automatically if you have set it up in your account references. But you still have a chance to re-select on this screen. You may also suspend the hold temporarily by checking the Suspend box. Click the _Help_ beside it for details.
+In the example below, the phone number in your account will automatically show
+up. Once you select the Enable phone notifications for this hold checkbox, you
+can supply a different phone number for this hold only. The notification method
+will be selected automatically if you have set it up in your account references.
+But you still have a chance to re-select on this screen. You may also suspend
+the hold temporarily by checking the Suspend box. Click the _Help_ beside it for
+details.
-You can view and cancel a hold at anytime. Before your hold is captured, which means an item has been held waiting for you to pick up, you can edit, suspend or activate it. You need log into your patron <<my_account,My Account>> to do it. From your account you can also set up a _Cancel if not filled by_ date for your hold. _Cancel if not filled by_ date means after this date, even though your hold has not been fulfilled you do not need the item anymore.
+You can view and cancel a hold at anytime. Before your hold is captured, which
+means an item has been held waiting for you to pick up, you can edit, suspend or
+ activate it. You need log into your patron <<my_account,My Account>> to do it.
+From your account you can also set up a _Cancel if not filled by_ date for your
+hold. _Cancel if not filled by_ date means after this date, even though your
+hold has not been fulfilled you do not need the item anymore.
image::media/catalogue-9.png[catalogue-9]
SMS Call Number
^^^^^^^^^^^^^^^
-If configured by the library system administrator, you may send yourself the call number via SMS message by clicking on the *Text* link, which appears beside the call number.
+If configured by the library system administrator, you may send yourself the
+call number via SMS message by clicking on the *Text* link, which appears beside
+the call number.
image::media/textcn1.png[]
-See the *<<Sending_Copy_Details_via_Text_Message, Sending Copy Details via Text Message>>* section of the documentation for more information on how to use this feature.
+See the *<<Sending_Copy_Details_via_Text_Message, Sending Copy Details via Text
+Message>>* section of the documentation for more information on how to use this
+feature.
[WARNING]
==========
indexterm:[search results, going back]
-When you are viewing a specific record, you can always go back to your title list by clicking the link _Search Results_ on the top right or left bottom of the page.
+When you are viewing a specific record, you can always go back to your title
+list by clicking the link _Search Results_ on the top right or left bottom of
+the page.
image::media/catalogue-10.png[catalogue-10]
-You can start a new search at any time by entering new search terms in the search box at the top of the page, or by selecting the _Another Search_ or _Advanced Search_ links in the left-hand sidebar.
+You can start a new search at any time by entering new search terms in the
+search box at the top of the page, or by selecting the _Another Search_ or
+_Advanced Search_ links in the left-hand sidebar.
anchor:my_account[]
indexterm:[my account, first login password update]
-Patrons are given temporary passwords when new accounts are created, or forgotten passwords are reset by staff. Patrons MUST change their password to something more secure when they login or for the first time. Once the password is updated, they will not have to repeat this process for subsequent logins.
+Patrons are given temporary passwords when new accounts are created, or
+forgotten passwords are reset by staff. Patrons MUST change their password to
+something more secure when they login or for the first time. Once the password
+is updated, they will not have to repeat this process for subsequent logins.
. Open a web browser and go to your Evergreen OPAC
. Click My Account
. Enter your _Username_ and _Password_.
* By default, your username is your library card number.
- * Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your library to have it reset or use the online the section called ``<<password_reset,Password Reset>>'' tool.
+ * Your password is a 4 digit code provided when your account was created. If
+you have forgotten your password, contact your library to have it reset or use
+the online the section called ``<<password_reset,Password Reset>>'' tool.
////
. Click _My Account_ .
. Enter your _Username_ and _Password_.
** By default, your username is your library card number.
-** Your password is a 4 digit code provided when your account was created. If you have forgotten your password, contact your local library to have it reset or use the the section called <<password_reset, Password Reset>> tool.
+** Your password is a 4 digit code provided when your account was created. If
+you have forgotten your password, contact your local library to have it reset or
+ use the the section called <<password_reset, Password Reset>> tool.
. Click Login.
+
** At the first login, you may be prompted to change your password.
-** If you updated your password, you must enter your _Username_ and _Password_ again.
+** If you updated your password, you must enter your _Username_ and _Password_
+again.
+
. Your _Account Summary_ page displays.
To view your account details, click one of the _My Account_ tabs.
-To start a search, enter a term in the search box at the top of the page and click _Search_!
+To start a search, enter a term in the search box at the top of the page and
+click _Search_!
[CAUTION]
=================
. Fill in the _Barcode_ and _User name_ text boxes.
-. A message should appear indicating that your request has been processed and that you will receive an email with further instructions.
+. A message should appear indicating that your request has been processed and
+that you will receive an email with further instructions.
-. An email will be sent to the email addressed you have registered with your Evergreen library. You should click on the link included in the email to open the password reset page. Processing time may vary.
+. An email will be sent to the email addressed you have registered with your
+Evergreen library. You should click on the link included in the email to open
+the password reset page. Processing time may vary.
+
[NOTE]
=================
-You will need to have a valid email account set up in Evergreen for you to reset your password. Otherwise, you will need to contact your library to have your password reset by library staff.
+You will need to have a valid email account set up in Evergreen for you to reset
+your password. Otherwise, you will need to contact your library to have your
+password reset by library staff.
=================
+
-. At the reset email page you should enter the new password in the _New password_ field and re-enter it in the _Re-enter new password_ field.
+. At the reset email page you should enter the new password in the _New
+password_ field and re-enter it in the _Re-enter new password_ field.
. Click _Submit_.
indexterm:[my account, account summary]
-In the *My Account* -> *Account Summary* page, you can see when your account expires and your total number of items checked out, items on hold, and items ready for pickup. In addition, the Account Summary page lists your current fines and payment history.
+In the *My Account* -> *Account Summary* page, you can see when your account
+expires and your total number of items checked out, items on hold, and items
+ready for pickup. In addition, the Account Summary page lists your current fines
+and payment history.
Items Checked Out
indexterm:[my account, items checked out]
-Users can manage items currently checked out, like renew specific items. Users can also view overdue items and see how many renewals they have remaining for specific item.
+Users can manage items currently checked out, like renew specific items. Users
+can also view overdue items and see how many renewals they have remaining for
+specific item.
-As of Evergreen version 2.9, sorting of selected columns is available in the _Items Checked Out_ and _Check Out History_ pages. Clicking on the appropriate column heads sorts the contents from "ascending" to "descending" to "no sort". (The "no sort" restores the original list as presented in the screen.) The sort indicator (an up or down arrow) is placed to the right of the column head, as appropriate.
+As of Evergreen version 2.9, sorting of selected columns is available in the
+ _Items Checked Out_ and _Check Out History_ pages. Clicking on the appropriate
+ column heads sorts the contents from "ascending" to "descending" to "no sort".
+(The "no sort" restores the original list as presented in the screen.) The sort
+indicator (an up or down arrow) is placed to the right of the column head, as
+appropriate.
-Within *Items Checked Out* -> *Current Items Checked Out*, the following column headers can be sorted: _Title_, _Author_, _Renewals Left_, _Due Date_, _Barcode_, and _Call Number_.
+Within *Items Checked Out* -> *Current Items Checked Out*, the following column
+ headers can be sorted: _Title_, _Author_, _Renewals Left_, _Due Date_,
+_Barcode_, and _Call Number_.
-Within *Items Checked Out* -> *Check Out History*, the following column headers can be sorted: _Title_, _Author_, _Checkout Date_, _Due Date_, _Date Returned_, _Barcode_, and _Call Number_
+Within *Items Checked Out* -> *Check Out History*, the following column headers
+can be sorted: _Title_, _Author_, _Checkout Date_, _Due Date_, _Date Returned_,
+_Barcode_, and _Call Number_
Holds
indexterm:[my account, holds]
-From *My Account*, patrons can see *Items on Hold* and *Holds History* and manage items currently being requested. In *Holds* -> *Items on Hold*, the content shown can be sorted by clicking on the following column headers: _Title_, _Author_, and _Format_ (based on format name represented by the icon).
+From *My Account*, patrons can see *Items on Hold* and *Holds History* and
+manage items currently being requested. In *Holds* -> *Items on Hold*, the
+content shown can be sorted by clicking on the following column headers:
+_Title_, _Author_, and _Format_ (based on format name represented by the icon).
Actions include:
-* Suspend - set a period of time during which the hold will not become active, such as during a vacation
+* Suspend - set a period of time during which the hold will not become active,
+such as during a vacation
* Activate - manually remove the suspension
* Cancel - remove the hold request
Edit options include:
* Change pick up library
-* Change the _Cancel unless filled by_ date, also known as the hold expiration date
+* Change the _Cancel unless filled by_ date, also known as the hold expiration
+date
* Change the status of the hold to either active or suspended.
-* Change the _If suspended, activate on_ date, which reactivates a suspended hold at the specified date
+* Change the _If suspended, activate on_ date, which reactivates a suspended
+hold at the specified date
To edit items on hold:
indexterm:[my account, account preferences]
-From here you can manage display preferences including your *Personal Information*, *Notification Preferences*, and *Search and History Preferences*. Additional static information, such as your _Account Expiration Date_, can be found under Personal Information.
+From here you can manage display preferences including your *Personal
+Information*, *Notification Preferences*, and *Search and History Preferences*.
+Additional static information, such as your _Account Expiration Date_, can be
+found under Personal Information.
For example:
** Keep history of holds?
-After changing any of these settings, you must click _Save_ to store your preferences.
+After changing any of these settings, you must click _Save_ to store your
+preferences.
indexterm:[holds, preferred pickup location]
Patron Messages
^^^^^^^^^^^^^^^
-The Patron Message Center provides a way for libraries to communicate with patrons through messages that can be accessed through the patron's OPAC account. Library staff can create messages manually by adding an OPAC visible Patron Note to an account. Messages can also be automatically generated through an Action Trigger event. Patrons can access and manage messages within their OPAC account. See Circulation - Patron Record - Patron Message Center for more information on adding messages to patron accounts.
+The Patron Message Center provides a way for libraries to communicate with
+patrons through messages that can be accessed through the patron's OPAC account.
+ Library staff can create messages manually by adding an OPAC visible Patron
+Note to an account. Messages can also be automatically generated through an
+Action Trigger event. Patrons can access and manage messages within their OPAC
+account. See Circulation - Patron Record - Patron Message Center for more
+information on adding messages to patron accounts.
*Viewing Patron Messages in the OPAC*
-Patrons will see a new tab for *Messages* in their OPAC account, as well as a notification of *Unread Messages* in the account summary.
+Patrons will see a new tab for *Messages* in their OPAC account, as well as a
+notification of *Unread Messages* in the account summary.
image::media/message_center11.PNG[Message Center 11]
-Patrons will see a list of the messages from the library by clicking on the *Messages* tab.
+Patrons will see a list of the messages from the library by clicking on the
+*Messages* tab.
image::media/message_center10.PNG[Message Center 10]
-Patrons can click on a message *Subject* to view the message. After viewing the message, it will automatically be marked as read. Patrons have the options to mark the message as unread and to delete the message.
+Patrons can click on a message *Subject* to view the message. After viewing the
+message, it will automatically be marked as read. Patrons have the options to
+mark the message as unread and to delete the message.
image::media/message_center12.PNG[Message Center 12]
-NOTE: Patron deleted messages will still appear in the patron's account in the staff client under Other -> Message Center.
+NOTE: Patron deleted messages will still appear in the patron's account in the
+staff client under Other -> Message Center.
projects / Evergreen.git / commitdiff