My Account
This chapter will explain how users can use the My Account feature of the OPAC to manage their accounts.
First Login Password UpdateMy Accountfirst login
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 tool.
Click Login. You will be prompted to change your password.
Enter your current password.
Enter a new password.
Enter the new password again.
Click Update Password.
Click OK. You will be returned to the login screen.
Enter your Username and new Password
Your Account Summary page displays.
Logging InMy Accountlogging in
Logging into your account from the online catalog
Open a web browser and navigate 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 local
library to have it reset or use the tool.
Click Login
At the first login, you will be prompted to change your password.
After updating the 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 Go!
If using a public computer be sure to log out!
Password ResetMy Accountpassword reset
Evergreen 1.6.1 introduced a new feature to allow patrons to reset forgotten passwords from the My Account login screen.
To reset your password:
click on the the Forgot your password? link located under the login button
Fill in the Barcode and User name text boxes.
A pop up message should appear indicating that your request has been processed and that you will recieve 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.
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.
Click Submit
A message should appear on the page indicating that your password has been reset.
Login to your account with your new password.
Account SummaryMy Accountaccount summary
Users can view Staff Notes, home library, address, and phone numbers. They can also change their username, password, and email.
Items Checked Out
Users can manage items currently checked out, view overdue items and see how many renewals they have remaining for specific item.
Items On HoldMy Accountitems on hold
From My Account patrons can manage items currently being requested.
Actions include:
Suspend - set a period of time during which the hold will not become active, such as during a vacation
Activate - manually remove the suspension
Set Active Date - specify a date at which the suspension will be lifted
Cancel - remove the hold request
Edit options include:
Enable/disable phone notifications
Change telephone number for notification
Enable/disable email notification
Change pick up library
Change expiration date
Suspend
Activate date
To edit items on hold:
Login to My Account, click the Items on Hold tab
Select the hold to modify
Click Edit or Actions for Selected Holds
Select the change to make and follow the instructions.
FinesMy Accountfines
Clicking on the fines tab will allow you to see your Total Owed, Total Paid and Balance
Owed.
PreferencesMy Accountpreferences
From here you can manage display preferences including:
Search hits per page - how many items to appear on each page in results.
Default Font Size
Default Hold Notification Method - What is the preferred method for being notified for a hold pick up: email or phone.
Default Search Location - Which is the preferred default location for searching. By default youer home library is selected.
Default Search Range - What is the range of your search (e.g. location, library, system, consortium, etc...)
After changing any of these settings, remember to click Save Preference Changes.
BookbagsMy Accountbookbags
My Bookbags is a feature that allows you to create lists of library materials (books, audiobooks, videos, etc.) These lists create links to records in the
catalog, but are otherwise completely private and only accessible by you when logged in to your Account.
You have the option to share specific lists with people whom you choose (send them the direct URL), or more generally via RSS feed. Shared bookbags do
NOT create a link to your personal library account information or private bookbags. You can share or un-share bookbags at any time.
You can create as many bookbags and you want. Your bookbags will stay in your account until you delete them.
Items remain in bookbags until you remove them. Even if the item record is removed from the catalog, the bookbag entry will remain (but there will be no link to
the catalog.)
Create a new Bookbag
Login to My Account , click My Bookbags
At Create a new Bookbag, enter the name of the new Bookbag
Select yes or no for the Share this Bookbag option.
Click Submit
Click OK
Add items to a Bookbag
Search for an item, open the Title Record
Open the More Actions... list; click the Bookbag name
Click OK
Share a Bookbag
Login to My Account, click My Bookbags.
Find the Bookbag to share, click Share this Bookbag.
Click OK.
Click View to open the list as a webpage.
copy and send this URL to selected recipients or embed in another website.
Click the RSS icon add the list to an RSS reader.