HomeMigration Knowledge BookWhat To Expect and How To PrepareTimeline

1.2. Timeline

Monday February 19th: Resource Sharing Wrap Up

On Monday February 19th, you should pull you final pick lists of items for resource sharing. This should give you time to collect and ship items that were requested over the weekend prior. This will also allow for time for these materials to ship to their destinations and get checked in prior to going into offline mode, so that users will receive notification that the items are available for pickup. During offline mode, these items can be checked out to the patrons that requested the hold, but if they are returned, they'll need to be held until all items can be checked in on March 5th.

Tuesday February 20th through Tuesday March 6th: Suspend Resource Sharing activities. 

During the week of 2/19 through 2/25, users can continue to place holds on items throughout the consortium. Libraries can hold off from picking resource sharing holds until after the migration. You can continue to place and pick holds on items local to your system. Once we go into Offline Mode, you'll no longer be able to check materials in, so you won't be able to put books on hold, or have notices generated to patrons to let them know their items are available. Once we're back online, we can resume picking and shipping materials for Resource Sharing. 

Sunday February 25th: Last Day To Check Items In

As of Monday morning, you won't be able to check any materials in due to being in offline mode all week. So if you have anything you want to check in and shelve, Sunday February 25th is the last day to do so. 

Before Monday February 26th: Creating Offline Sessions and Setting up Offline Receipt Template(s)

Creating Offline Sessions:

It is a good idea to set up an offline session for every library branch that will be using the Standalone interface before going into offline mode on February 26th. This allows staff to immediately begin uploading and processing transactions once given the go-ahead from the NC Cardinal team.

Offline Receipt Templates:

Go to Admin > Workstation Administration>Receipt Template Editor

Offline Receipt Template

Sample receipt:

Receipt templates are saved on individual workstations, so you will need to transfer this template (using a USB drive or other method) to every other workstation that will be using the Standalone interface:

Monday February 26th: Operating In Offline Mode

As of the morning of Monday February 26th, we will have a cataloging freeze and all libraries will need to begin operating in offline mode. This will be similar to when your library migrated into the consortium. We’ll provide some updated training on offline mode prior to the migration. A few other things to be prepared for:

Staff should set up the offline receipt template (above) before February 26th, if possible. If not, set up before proceeding with the following steps. It may also be a good idea to have a test patron account ready to print a test receipt print first thing after going into Standalone mode.

On Monday, February 26th, staff should log in as usual (for the last time) to each workstation that will be used offline and perform the following steps in this exact order:

Step 1: Download Offline Patron List

Downloading an Offline Patron List from the client is quick and doesn’t require administrative privileges. Simply go to the Admin menu in the top right, and choose Download Offline Patron List

Wait for this message. Once the list is downloaded, you should see:


Step 2: Click OK

Step 3: Go to Printer Settings Editor

Step 4: Click on the Offline radio button under Printer Context, then click on Set Default Printer and Print Test Page button

Step 6: Immediately close the window and go to the Evergreen Staff Client login screen

Step 7: Click Exit Evergreen at the bottom; you must exit completely

Step 8: Click to re-open Evergreen, but DO NOT LOG IN

Step 9: Click on Standalone Interface

Step 10: (OPTIONAL) If desired, check out an item (with an incorrect barcode) to a test patron account to make sure you can print a receipt. You can use the same barcodes to test each workstation. The transaction will show up as exceptions for each workstation, and staff who are resolving exceptions should be aware that they can ignore these test transactions.

Tuesday February 27th through Sunday March 4th: Proceed using Standalone Module only

Each morning, click to open Evergreen, but DO NOT LOG IN

Click on Standalone Interface and proceed to check out patrons

At the end of the day, click Exit on the Standalone Module screen

Monday March 5th: Going Live

On Monday March 5th, wait for notification from the NC Cardinal team that your library system is ready to Go Live in the new system. The first thing to do will be to upload and process your offline transactions from the week before. Instructions for how to process offline transactions. We’ll be providing training on processing offline transactions and we’ll be available to assist you if you encounter difficulties. We'll be staggering uploads into different groups of libraries, rather than having everyone upload their offline transactions at once.

Once the system migration coordinator has verified that ALL transactions have been uploaded and processed for every branch in the system, library branches for that system may begin checking out items and placing holds as normal. DO NOT CHECK IN ITEMS until all exceptions have been resolved and the migration coordinator for your library system has confirmed that items may be checked in.

Only after you have the go-ahead from your library system migration coordinator, you can check in items returned the previous week. It is fine to backdate those check ins to the last date the library was online (before Feb 26th) even if the items were checked out after Feb 26th. You can see in this example (item checked out 2/19) that Evergreen records both the declared Checkin Time (the selected backdate of 2/18) and the actual Checkin Scan Time of 2/26, so there is no data conflict.



If you want to have a look at the file that is downloaded, you can find it at:


Where __ME_ is your login name, and XXXXXXX is some random identifier. (Just look for the folder ending in .default)

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