Basic Circulation Functions (Documentation)

  • Checkout — How to perform a basic checkout
  • Checkin — How to perform a basic checkin

Patron Records (Documentation)

Patron “Self-Registration”

Patron Records (Screencasts)

Holds (Documentation)

Holds (Screencasts)

Offline Circulation

  • Offline Circulation — How to check out items when the Evergreen system is down or you’ve lost connection, and to upload and process the transactions when the problem is resolved


  • AutoRenewal — Autorenewal is used to streamline services for patrons, automatically applying the loan rules to renew eligible items rather than requiring them to log in to the library system and do this manually. If your library opts in, the autorenewal process will run against your items checked out at your library and renew items that are eligible — no holds and have remaining renewals.

Deposit and Floating Collections (Information)