NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Resource Sharing
    • Cataloging in NC Cardinal
    • Administration Manual for Libraries
    • Troubleshooting in Evergreen
    • Student Access Initiative
    • Reports in Evergreen
    • Summon Documentation
    • Offline Transactions
    • Libraries Migrating into NC Cardinal
    • Evergreen Upgrades
Help Desk Software by HelpSpot

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.

Submit a Support Ticket

Resources
  • Circulation in Evergreen

  • Offline Transactions

  • Resource Sharing

  • Cataloging in NC Cardinal

  • Reports in Evergreen

  • Administration Manual for Libraries

  • Troubleshooting in Evergreen

  • 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
Cataloging in NC Cardinal ~ Cataloging Permission Requirements
Administration Manual for Libraries ~ Creating a New Login Access Account
Cataloging in NC Cardinal ~ RDA vs AACR2
Offline Transactions ~ Managing Offline Transactions Video
Administration Manual for Libraries ~ Purpose of Login Access Accounts
Administration Manual for Libraries ~ Transferring Report Templates
Administration Manual for Libraries ~ Transferring Item Templates
Cataloging in NC Cardinal ~ Add Call Number and Item Records
Cataloging in NC Cardinal ~ Bibliographic Cataloging Assessment
Administration Manual for Libraries ~ Credit Card Payment Options

Knowledge Tags
007  /  020  /  245$h  /  856 tag  /  9XX fields  /  AACR2  /  ABLE  /  abort transit  /  abridged  /  account  /  Accounts  /  acquisitions  /  Acquisitions Load MARC Order Record  /  add request  /  advanced search  /  age hold protection  /  ARC  /  assessment  /  audio  /  audiobooks  /  audiovisual  /  author  /  authorities  /  autograph  /  autorenewal  /  bar chart  /  barcode  /  barcode ranges  /  barcodes  /  basic search  /  basic upload  /  batch  /  batch import  /  Bibliographic Cataloging  /  bibliographic record  /  bibliographic search  /  billing  /  bind  /  binding  /  blanket invoice  /  Blu-Ray  /  Blu-ray/DVD combo  /  booking  /  bookmobile  /  books  /  Branding Options  /  brief records  /  browser  /  buckets  /  bug  /  bug fixes  /  bugs  /  cache  /  call number  /  call number record  /  cancel reservation  /  capture resources  /  Cardinal match  /  catalog search  /  cataloging  /  Cataloging Best Practices  /  Cataloging Committee  /  cataloging contacts  /  Cataloging Forum  /  cataloging workflow  /  CD  /  cheat sheet  /  check in  /  Check in modifier  /  checklist  /  checkout  /  circulate  /  circulation  /  circulation modifier  /  circulation policy  /  claiming  /  claims returned  /  classics  /  Client Center  /  clone  /  closed dates  /  Closed Dates Editor  /  collection development  /  content creator  /  copy editor  /  copy hold  /  copy status  /  copy template  /  cover image  /  credit card  /  Custom Links  /  damaged  /  data type  /  default upload settings  /  delete  /  delete queue  /  delete record  /  deleting resources  /  device  /  Dewey  /  diacritics  /  display issues in OPAC  /  distributor  /  donation  /  duplicate records  /  DVD  /  e-resources  /  edit  /  edit item  /  edit report  /  edition  /  electronic invoice  /  electronic media  /  electronic orders  /  electronic resources  /  email  /  email address  /  emergency closing  /  Evergreen 3.1  /  Evergreen 3.3  /  Excel  /  favicons  /  federated search  /  fiction  /  fictional author  /  fines  /  Firewall  /  fixed fields  /  flowchart  /  folders  /  form  /  format icons  /  fund tags  /  funding sources  /  funds  /  genre/form terms  /  gift  /  glossary  /  GMDs  /  go live  /  Governance Committee  /  grace days  /  graphic novel  /  group serial issues  /  hardback  /  hardcover  /  Hatch  /  Header Options  /  hold  /  holdable  /  holdings  /  holdings code  /  holdings maintenance  /  holds  /  holds in patron records  /  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 record  /  item status  /  item template  /  item type  /  items out  /  keyboard shortcuts  /  Keyword Search  /  kit  /  known issues  /  large print  /  large type  /  latency  /  Launchpad  /  lcgft  /  LCSH  /  library hours  /  Library of Congress  /  Library Settings  /  line items  /  links  /  lists  /  log in  /  log out  /  login  /  login account  /  Logos  /  lost items  /  magazine  /  managing funds  /  manga  /  MARC  /  MARC order upload form  /  MARC records  /  MARC tags  /  MARC template  /  MARC templates  /  MarcEdit app  /  Marketing  /  match set  /  matching record  /  merge/overlay profile  /  merging  /  metarecord hold  /  metarecord search  /  MFHD  /  microfilm  /  microform  /  migration  /  monograph parts  /  mp3  /  multi-card policy  /  music  /  my folders  /  NC Cardinal staff  /  network  /  new copy  /  new features  /  nonfiction  /  numeric mode  /  OCLC  /  offline  /  offline mode  /  offline transactions  /  on-order  /  one sheets  /  OPAC  /  OPAC carousel  /  OPAC visible  /  Open Library  /  operators  /  ordering  /  organizational unit  /  original cataloging  /  output  /  output type  /  outreach  /  owning library  /  Page Title  /  pagination  /  paperback  /  parts hold  /  patron  /  patron credit  /  patron group  /  patron registration  /  patron training  /  patrons  /  payment  /  pending patron  /  periodical  /  Permission group  /  permissions  /  pick up  /  place purchase request  /  Playaway  /  PO  /  policy  /  port  /  pre-cat  /  pre-cataloged item  /  prediction pattern template  /  predictions  /  print size  /  print templates  /  printing  /  providers  /  publisher  /  pull list  /  purchase order  /  purchase request  /  quarantine  /  questions  /  RDA  /  rebarcoding  /  receipt templates  /  receipts  /  receive items  /  receiving  /  record collision  /  record matching  /  record options  /  records  /  recurring report  /  regular print  /  relationship designators  /  release notes  /  renew  /  renewals  /  rental  /  report definition  /  report folders  /  report output  /  report templates  /  reports  /  reports folder  /  reports video  /  reservation  /  reservations return  /  resource attributes  /  resource sharing  /  resource types  /  resources  /  retarget hold  /  RFID  /  routing  /  routing list  /  search  /  search format  /  search video  /  selection list  /  selection lists  /  self checkout  /  serials  /  serials administration  /  serials module  /  series  /  series statement  /  set  /  settings  /  shared folders  /  shelving location  /  SIP  /  SLAM  /  snow day  /  Social Security Number  /  source  /  special issues  /  spine labels  /  SSN  /  staff training  /  standalone interface  /  sticky settings  /  Student Access  /  subject headings  /  subscription  /  Summon  /  System Login Access Manager  /  tabular  /  technology  /  template  /  templates  /  test database  /  timeline  /  title hold  /  transfer holds  /  transfer item  /  transfer template  /  transform  /  transit  /  translator  /  troubleshooting  /  unabridged  /  Undelete  /  update  /  upload options  /  upload settings  /  user buckets  /  Using Java Script  /  vendor  /  video  /  view invoice  /  view report instance  /  volume  /  volume hold  /  volume record  /  Vox  /  web client  /  weeding  /  White Screen of Death  /  workflow  /  working locations  /  workshop slides  /  workstation  /  Z39.50  /