NC Cardinal Support and Staff Education
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  • Knowledge Books
    • About NC Cardinal
    • Acquisitions in Evergreen
    • Administration Manual for Libraries
    • Cataloging Bibliographic Records
    • Cataloging Items/Copies and Holdings
    • Circulation in Evergreen
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Offline Transactions
    • Patron Account Management
    • Reports in Evergreen
    • Resource Sharing
    • Serials in Evergreen
    • Student Access Initiative
    • Summon Documentation
    • Troubleshooting in Evergreen
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NC Cardinal Support and Staff Education


Welcome to the NC Cardinal Support and Staff Education site. Here you can find our documentation on using Evergreen, including Circulation, Cataloging, Administrative functions, Reports and a variety of other topics.

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Resources
  • Circulation in Evergreen

  • Offline Transactions

  • Resource Sharing

  • Cataloging in NC Cardinal

  • Reports in Evergreen

  • Administration Manual for Libraries

  • Troubleshooting in Evergreen

  • Shared Report Templates

  • Student Access Initiative

  • Summon Documentation

  • About NC Cardinal: Policies, Committees and Other Resources

  • Libraries Migrating into NC Cardinal

  • Evergreen Upgrades

Knowledge Book Pages Rated Most Helpful


About NC Cardinal ~ Patron Privacy Policy
Reports in Evergreen ~ Appendix F: Shared Reports
About NC Cardinal ~ Cardinal Communication Practices and Standards
About NC Cardinal ~ NC Cardinal Interactive Map
Cataloging Bibliographic Records ~ Cataloging Permission Requirements
Cataloging Bibliographic Records ~ RDA vs AACR2
Circulation in Evergreen ~ Group Patron Accounts
Circulation in Evergreen ~ Tab Buttons and Keyboard Shortcuts
Administration Manual for Libraries ~ Transferring Report Templates
Administration Manual for Libraries ~ Creating a New Login Access Account

Knowledge Tags


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cancel  /  cancel reservation  /  capture resources  /  Cardinal match  /  catalog search  /  cataloging  /  Cataloging Assessments  /  Cataloging Best Practices  /  Cataloging Committee  /  cataloging contacts  /  Cataloging Forum  /  cataloging workflow  /  CD  /  cheat sheet  /  check in  /  Check in modifier  /  Checkin modifiers  /  checklist  /  checkout  /  circulate  /  circulation  /  Circulation History  /  circulation modifier  /  circulation policy  /  claiming  /  claims returned  /  classics  /  clone  /  closed dates  /  Closed Dates Editor  /  collection development  /  Collection management  /  configurations  /  content creator  /  copy hold  /  copy status  /  copy template  /  cover image  /  credit card  /  currency  /  customize  /  damaged  /  data type  /  deactivating accounts  /  dedup  /  dedupe  /  deduplication  /  deduplication process  /  default upload settings  /  delete  /  delete queue  /  delete record  /  delete users  /  deleting copies  /  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Holds shelf  /  holidays  /  hopeless holds  /  hostname  /  hotspot  /  icons  /  illustrator  /  import  /  import holdings  /  import queue  /  in memoriam  /  inventory  /  invoice  /  ISBN  /  issues  /  item alerts  /  item attributes  /  item buckets  /  Item Cataloging  /  Item details  /  Item notes  /  item record  /  item status  /  item tag  /  item tags  /  item template  /  items out  /  juvenile  /  keyboard shortcuts  /  kit  /  known issues  /  large print  /  large type  /  latency  /  Launchpad  /  lcgft  /  LCSH  /  library hours  /  Library of Congress  /  Library Settings  /  line items  /  lists  /  log in  /  log out  /  login  /  login account  /  lost items  /  magazine  /  manga  /  MARC  /  MARC Federated Search  /  MARC records  /  MARC tags  /  MARC template  /  MARC templates  /  MarcEdit app  /  Mark Item  /  Marketing  /  match set  /  matching record  /  max holds  /  merge/overlay profile  /  merging  /  messages  /  metarecord hold  /  metarecord search  /  MFHD  /  MFHD Records  /  microfilm  /  microform  /  migration  /  missing  /  monograph parts  /  mp3  /  multi-card policy  /  music  /  my folders  /  NC Cardinal staff  /  network  /  new copy  /  nonfiction  /  notes  /  notices  /  notification/action trigger  /  OCLC  /  offline  /  offline mode  /  offline transactions  /  on-order  /  one sheets  /  OPAC  /  OPAC carousel  /  OPAC visible  /  Open Library  /  operators  /  organizational unit  /  original cataloging  /  output  /  output type  /  outreach  /  owning library  /  paperback  /  parts hold  /  password  /  password reset  /  patron  /  patron accounts  /  patron credit  /  patron gorups  /  patron group  /  patron groups  /  patron information  /  patron registration  /  patron request  /  patron self-registration  /  patron training  /  patrons  /  payment  /  pending patron  /  periodical  /  Permission group  /  permissions  /  personally identifying information  /  phone numbers  /  pick up  /  pii  /  PIN  /  Playaway  /  policies  /  policy  /  port  /  pre-cat  /  pre-cataloged item  /  prediction pattern template  /  prediction patterns  /  predictions  /  print size  /  print templates  /  printing  /  providers  /  publisher  /  pull list  /  purchase order  /  purchase orders  /  purchase request  /  quarantine  /  questions  /  RDA  /  rebarcoding  /  receipt templates  /  receipts  /  receive items  /  receiving  /  record collision  /  records  /  recurring report  /  regular print  /  relationship designators  /  relative dates  /  renew  /  renewals  /  rental  /  report definition  /  report folders  /  report output  /  report templates  /  reports  /  reports folder  /  reports video  /  request status  /  reservation  /  reservations return  /  resource attributes  /  resource sharing  /  resource types  /  resources  /  retarget hold  /  RFID  /  routing  /  routing list  /  SAN  /  search  /  search video  /  selection list  /  selection lists  /  self checkout  /  self registration  /  serial module  /  serials  /  serials administration  /  serials module  /  series  /  series statement  /  set  /  settings  /  shared folders  /  Shared records  /  shelving location  /  SIP  /  SLAM  /  snow day  /  Social Security Number  /  source  /  special issues  /  spine labels  /  SSN  /  staff training  /  standalone interface  /  statistical category  /  sticky  /  Student Access  /  subject headings  /  subscription  /  Summon  /  System Login Access Manager  /  tabular  /  technology  /  template  /  templates  /  test database  /  timeline  /  title hold  /  training  /  training resources  /  transfer holds  /  transfer item  /  transfer template  /  transferring copies to volumes  /  transform  /  transforms  /  transit  /  translator  /  triggered events  /  troubleshooting  /  unabridged  /  Undelete  /  update  /  user buckets  /  vendor  /  video  /  view invoice  /  view report instance  /  volume hold  /  Vox  /  wave  /  waves  /  waves clean up  /  web client  /  webinar  /  weeding  /  White Screen of Death  /  workflow  /  working locations  /  workshop slides  /  workstation  /  year-end closeout  /  young adult  /  Z39.50  / 



NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.