NC Cardinal Support and Staff Education
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  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Cataloging in NC Cardinal
    • Administration Manual for Libraries
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Acquisitions in Evergreen
    • Serials in Evergreen
    • Offline Transactions
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • 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.

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

  • 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
About NC Cardinal ~ Service Level Agreement
Cataloging in NC Cardinal ~ Cataloging Permission Requirements
Cataloging in NC Cardinal ~ RDA vs AACR2
About NC Cardinal ~ NC Cardinal Interactive Map
Circulation in Evergreen ~ Group Patron Accounts
Administration Manual for Libraries ~ Transferring Report Templates
Offline Transactions ~ Managing Offline Transactions Video
Administration Manual for Libraries ~ Transferring Item Templates
Administration Manual for Libraries ~ Creating a New Login Access Account

Knowledge Tags
007  /  020  /  245$h  /  4K Ultra HD Blu-Ray  /  856 tag  /  961 holding subfields  /  9XX fields  /  AACR2  /  ABLE  /  abort transit  /  abridged  /  account  /  Accounts  /  acquisitions  /  Acquisitions Load MARC Order Record  /  advanced search  /  age hold protection  /  annual deduplication process  /  ARC  /  assessment  /  audio  /  audiobooks  /  audiovisual  /  author  /  authorities  /  autograph  /  autorenewal  /  bar chart  /  barcode  /  barcode ranges  /  barcodes  /  basic search  /  batch  /  batch import  /  batch receiving  /  Bibliographic Cataloging  /  bibliographic record  /  bibliographic search  /  billing  /  bind  /  binding  /  binding issues  /  binding templates  /  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  /  cancel reservation  /  capture resources  /  Cardinal match  /  catalog search  /  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  /  configurations  /  content creator  /  copy hold  /  copy status  /  copy template  /  cover image  /  credit card  /  currency  /  Custom Links  /  customize  /  damaged  /  data type  /  dedup  /  dedupe  /  deduplication  /  deduplication process  /  default upload settings  /  delete  /  delete queue  /  delete record  /  deleting resources  /  device  /  Dewey  /  diacritics  /  digital bookplate  /  display issues in OPAC  /  distribution formula  /  distributor  /  donation  /  duplicate records  /  DVD  /  e-resources  /  EDI  /  edit  /  edit item  /  edit report  /  electronic invoicing  /  electronic media  /  electronic resources  /  email  /  email address  /  emergency closing  /  Evergreen 3.1  /  Excel  /  exchange rates  /  favicons  /  fiction  /  fictional author  /  fines  /  Firewall  /  fixed fields  /  folders  /  format  /  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  /  hold fulfillment  /  holdable  /  holdings  /  holdings editor  /  holdings maintenance  /  holdings tag  /  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 tag  /  item template  /  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  /  manga  /  MARC  /  MARC Federated Search  /  MARC records  /  MARC tags  /  MARC template  /  MARC templates  /  MarcEdit app  /  Marketing  /  match set  /  matching record  /  max holds  /  merge/overlay profile  /  merging  /  metarecord hold  /  metarecord search  /  MFHD  /  MFHD Records  /  microfilm  /  microform  /  migration  /  monograph parts  /  mp3  /  multi-card policy  /  music  /  my folders  /  NC Cardinal staff  /  network  /  new copy  /  nonfiction  /  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  /  Page Title  /  paperback  /  parts hold  /  patron  /  patron credit  /  patron group  /  patron registration  /  patron request  /  patron training  /  patrons  /  payment  /  pending patron  /  periodical  /  Permission group  /  permissions  /  pick up  /  Playaway  /  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  /  release notes  /  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  /  shelving location  /  SIP  /  SLAM  /  snow day  /  Social Security Number  /  source  /  special issues  /  spine labels  /  SSN  /  staff training  /  standalone interface  /  sticky  /  Student Access  /  subject headings  /  subscription  /  Summon  /  System Login Access Manager  /  tabular  /  technology  /  template  /  templates  /  test database  /  timeline  /  title hold  /  training resources  /  transfer holds  /  transfer item  /  transfer template  /  transform  /  transforms  /  transit  /  translator  /  troubleshooting  /  unabridged  /  Undelete  /  update  /  user buckets  /  Using Java Script  /  vendor  /  video  /  view invoice  /  view report instance  /  volume hold  /  Vox  /  wave  /  waves  /  waves clean up  /  web client  /  weeding  /  White Screen of Death  /  workflow  /  working locations  /  workshop slides  /  workstation  /  year-end closeout  /  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.