CIRCULATION TRAINING MATERIALS

CIRCULATION
Best Practices:

Missouri Evergreen Circulation Policy (revisions adopted August 13, 2020)

Missouri Evergreen Circulation Training 1
Introduction to Evergreen/Logging into Evergreen/Homepage/Patron Search/Checking Out Items/Checking In Items/Editing Patron Records. (Revised September 2019)

Missouri Evergreen Circulation Training 2
Patron Registration/Checking Out UPIs/Renewing Items/Renewing an Expired Account/Searching the Catalog and Placing a Hold/Managing Holds/Billing/Entering and Paying Bills for Copies and Faxes/Offline Circulation/Using the Online Public Access Catalog (OPAC) (Revised October 2019)

Materials Handling
Procedures for preparing materials for transit between libraries and handling materials loaned to your library’s patrons. (Revised October 2020)

Accounting for Lost and Damaged Items
These instructions explain changing an item’s status to Lost or Damaged and following through with other consortium member libraries when the damage involves more than one library. (Revised November 2020)

Our Patron Damaged an Item Belonging to a Different Library
This form provides a step-by-step process to follow when a local patron damages an item belonging to another Missouri Evergreen library. (Added November 2020)

A Patron From Another Library Damaged Our Items
This form provides a step-by-step process to follow when a patron from another Missouri Evergreen library damages an item belonging to your library. (Added November 2020)

Canceling Transits
It is sometimes desirable to cancel a transit. A transit should never be canceled without a follow-up action. Without a follow-up action, the item’s status will be Canceled Transit and its whereabouts will be unknown. (revised November 2020)

Borrowing Reference Materials through Missouri Evergreen
Please follow these procedures when loaning and borrowing reference
materials when another library is willing to loan in-building use only materials.

Borrowing Book Club Kits
Instructions for how to locate and borrow book club kits from other ME libraries.

Useful Links:

Reciprocal Borrowing Agreement (Libraries who are members of the Missouri Evergreen Consortium’s reciprocal borrowing agreement have agreed to allow walk-in patrons from any Missouri Evergreen library to check out materials free of charge. Patrons may use their home library card to check out materials.)
Evergreen Item Condition Report (PDF; prints 4 per page)
Library Billing Template (RTF/Word document) (revisions adopted August 13, 2020)