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Home → Libraries Migrating into NC Cardinal

Libraries Migrating into NC Cardinal

This is a living document under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.
  • 1. The Migration Timeline
    • 1.1. Sample of Migration Process for Incoming Library Systems
  • 2. Preparing Data
    • 2.1. Preparing for Migration
    • 2.2. If You Need To Rebarcode Your Collection
    • 2.3. Choosing a Barcode
    • 2.4. Library Settings Documentation
    • 2.5. Things To Think About To Prepare For Data Mapping
    • 2.6. Library Data Mapping Documentation
  • 3. Preparing Staff
    • 3.1. Migration Team
    • 3.2. Migration Training
    • 3.3. Differences your staff may see migrating to Evergreen
  • 4. Preparing Patrons
    • 4.1. Differences your patrons may see migrating to Evergreen
    • 4.2. Marketing Communication Materials and Timeline
    • 4.3. Patron Training Materials for Migration
  • 5. Go Live Week
    • 5.1. Go Live week for incoming library systems
    • 5.2. Things to Review in Staff Client on Day of Go Live
  • 6. After the Migration
    • 6.1. Merging Records
    • 6.2. Suppressing Holds
    • 6.3. Start Resource Sharing

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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.