1.1. Purpose of Login Access Accounts

Staff Login Accounts

Each staff member at an NC Cardinal library must be issued an Evergreen Staff login access account (either a generic circulation account or an individually assigned cataloging or administrative account) for authentication to access the Evergreen ILS staff client based on the Staff Login Account and Permission Policies. Staff using these login access accounts are assigned special privileges and access to workstation locations in the Evergreen staff client.

Patron privacy and database protection is a high priority for NC Cardinal. It is the responsibility of the System Login Access Manager (as designated by the library director) at each library system to issue login access accounts to staff, to ensure that they are up to date, and securely maintained. If a staff member should leave the employ of the library, the Staff Login Access Manager should promptly change the password on that staff member's login access account and mark the account inactive (see Disabling Staff Login Access Accounts). An individual login access account should never be converted to a standard patron account or issued to another staff member. New staff members should always receive newly created login access accounts to maintain data integrity. 

Individual staff members are responsible to safeguard the username and password of the login access accounts they use and ensure that the accounts are used appropriately and only by authorized personnel at all times.

The login access account contains the username and password staff enter on the main login screen for the Evergreen staff client and should only be used for that purpose.

Staff client login:

 

 

Login access accounts are intended to perform functions in Evergreen to serve library patrons. These accounts should never have holds or checked out materials placed on the account (even for work purposes) and should never be used as personal library accounts.

For internal library work activity, such as placing holds or checking out materials for programming, cataloging, etc., staff should use an account assigned to a Patron permission group (with a 14-digit barcode from the library's standard barcode range) – such as an Institution or Staff permission group with the name of their library or library department on the account.

Library staff should use a separate Patron level account (with a 14-digit barcode from the library's standard barcode range), assigned to Staff or Adult, as their personal library account to place holds and checkout materials for personal interest, as would any library patron.

These different types of accounts should be maintained separately, not used interchangeably, and never merged together, as they have completely different purposes. 

 

1.2. Staff Permission Groups

Staff Profiles

Patrons can be assigned to one of several patron profile groups which can impact circulation durations, renewals, holds, and fee assessments. Staff users are also assigned profile groups, often called permission levels or groups, which impact the functions within the staff client they may access and use. Permissions are consistently assigned to permission groups across the consortium and we do not deviate from that structure by assigning individual permissions to individual accounts.

System Admins (SLAMs) are able to create/edit accounts and apply Volunteer, Circulator, Circ Lead, and Branch Admin permission groups. A help ticket is required when System Admin permission groups need to be applied to a staff login access account or for any edits to existing accounts with Item Cat, Bib Cat, or System Admin permission groups. Item and Bibliographic Cataloging permissions are assigned by the NC Cardinal team only after the staff member has successfully passed the appropriate assessment.

If a System Admin is creating an account for a new staff member who needs the Item Cat, Bib Cat, or System Admin permission group assigned, the System Admin can assign the account to the Circulator permission group (or Circ Lead/Branch Admin, if higher permissions are needed) and then put in a help ticket request. Temporary cataloging permission group assignments are made according to the NC Cardinal Cataloging Policy. For more information about cataloging permissions please see the Cataloging Permissions Requirements page.

The current staff permission structure was finalized in August 2019 according to this list of permission groups and assignments. Benjamin Murphy and April Durrence did a combined presentation on the patron permissions project and staff permissions project respectively for the 2020 Evergreen International (Virtual)  Conference: https://youtu.be/JbFgw68QpUo

Permission Structure

The base permission group for staff accounts is Circulator. Circulators have the following permissions:

• Check in and check out materials to patrons
• Place holds
• Limited power to override
• Bill patron and pay bills

All permission groups following that maintain at least the same permissions as a Circulator account. From there, permission groups branch into two paths: Administration and Cataloging.

Administration permission groups

Each level within the Administration Branch of the staff permission groups retains all the priveleges of the group below it, with the addition of some new permissions. These levels, from lowest to highest, are:

Circulation Lead

• Merge patron accounts
• Abort transits
• Override in appropriate circumstances

Branch Administrator

• Delete patron accounts
• Keep closed dates editor up to date with holidays and other closings (snow days, etc.)
• Access/edit other Local Administration functions in Evergreen
• (Optional) Make any necessary changes to receipt templates and troubleshoot issues with peripherals (receipt printers, self-checks, rfid pad, etc.)
• (Optional) Notify library IT of any connection issues with broadband or peripherals
• Create/edit acquisition funds (no cataloging permissions)

System Administrator (To be assigned to System Login Access Managers and directors only)

• Issue accounts with the appropriate employee permissions to new staff members
• Promptly notify NC Cardinal of any changes in staff using a cataloging permission for timely compliance with cataloger training requirements
• Delete staff login accounts for staff who are no longer employed by the library in timely fashion
• Monitor permission group usage to ensure that staff are utilizing the correct patron permission groups to trigger circ and hold policies as well as circ limit sets

Cataloging permission groups

Catalogers must pass an assessment for each level of cataloging in order to be granted those permissions. Each level within the Cataloging Branch of the staff permission groups retains all the privileges of the group below it, with the addition of some new permissions. These levels, from lowest to highest, are:

Item Cataloger

• Evaluate and select existing bibliographic records for quality and appropriateness to the item
• Create a volume/call number
• Create an item record and add the appropriate item attributes (especially shelving location and circulation modifier)
• Add items to a copy bucket
• Delete items and volumes (only Available/Reshelving, Discard/Weed, Missing, or On order statuses are eligible for deletion)
• Report duplicate and problematic bibliographic records to a Bibliographic Cataloger for merge and/or update (add records to a record bucket)
• Report deviations from NC Cardinal Best Practices within the catalog to lead Bib Cat at your library
• Basic acquisition functions, excluding bibliographic record create/import/edit/delete permissions

Bibliographic Cataloger

• Import bibliographic records
• Overlay bibliographic records (in limited cases where appropriate)
• Create bibliographic records following Best Practices and MARC/RDA standards
• Edit bibliographic records (adding/removing fields appropriately)
• Remove ISBNs for other formats requiring a separate bibliographic record (i.e., e-book, large print, or audiobook ISBNs included by a vendor on a regular print book record)
• Strip out system-specific information (local call numbers, notes, donation info, etc.) in bibliographic records
• Add/edit subject headings correctly based on Cataloging Best Practices
• Merge duplicate bibliographic records
• Delete bibliographic records
• Import authority records
• Monitor library system staff with Item Cat permissions to ensure compliance with NC Cardinal Cataloging Best Practices
• Notify NC Cardinal staff of any issues that might hinder compliance with NC Cardinal Cataloging Best Practices within your library system
• Report deviations from NC Cardinal Best Practices within the catalog to NC Cardinal staff & Cataloging Committee
• All acquisition functions

Generic versus Individual Logins

Libraries may use generic login access accounts assigned to Circulator, Circ Lead, Reports, or Volunteer permission groups for much of the work performed on a daily basis. These accounts may already have been created by NC Cardinal State Library staff and provided at migration.

According to the Staff Login Accounts and Permission Policies, cataloging and administration permission groups require an individual login access account with the staff user's name listed as delineated in Creating a New Login Access Account. Staff should only have one individual login access account which can be assigned a secondary permission group, if needed.

Individually assigned login access accounts should never be shared between staff members or reassigned from one staff member to a different staff member, as each staff member is individually responsible for the appropriate usage of their individually assigned login access account. Sharing these accounts between staff members or using them for more than one staff member muddies the record of accountability. A brand new account must be created for each new (or reassigned) staff member when they are assigned to a job position that requires an individually assigned login access account (cataloging or administration permission groups).

Volunteer Permission Group

For patrons who volunteer at the library and need access to the staff client to perform those volunteer duties, a Volunteer level account can be created. The System Login Access Manager may set up either a generic or individual Volunteer account. The Volunteer permission group should not be assigned to a patron account simply as a designator that the patron volunteers. Instead it should be assigned to a seperate account to be used only for volunetter activities. WIth this permission group, colunteers can:

• Check in and check out materials to patrons
• Place holds

Unlike base Circulator accounts, they may not:

• Override blocks on circulations or holds
• Bill patrons or accept payments for bills

Note: This is a limited Evergreen Staff permission group with higher level permissions than a Patron level permission group and is to be applied only for non-staff volunteer users who must have access to the Evergreen staff client to perform volunteer duties). As with all other staff login access accounts, the Volunteer permission group is only intended for authorized access to the staff client and should never be assigned to a patron’s barcoded personal account, only to a library controlled account that is used strictly for library business.

Report Permission Group

All staff permission groups already have all reports permissions. However, NC Cardinal recommends the use of a generic Reports account for libraries to run regularly recurring reports from. When setting up that account, the SLAM should assign the Report Permission Level. This group has permission to do the following:

• Create report templates
• Clone report templates
• Run reports
• View reports output

Note: the Reports permission group does not include any Circulator permissions, such as to view patron accounts or items. If the Reports permission group is assigned to an account, that account is only intended to run shared reports and cannot perform circulation functions.

1.3. System Login Access Managers

Introduction to SLAMs

In April 2017, the NC Cardinal Governance Committee passed the Staff Login Accounts and Permission Policies, which states (in part):

Each library system shall have a local administrator who is responsible for maintaining staff user login accounts in consultation with their library director and State Library NC Cardinal staff, creating accounts for new library staff and updating, merging, and deleting staff login accounts as necessary to keep employee access current and in compliance with all NC Cardinal policies.

This role, the System Login Access Manager, or SLAM, is responsible for creating and maintaining login accounts that staff use to access the Evergreen staff client. They are the main point of contact in their library for account issues and questions.

Who can be a System Login Access Manager?

Some library directors choose to take on the role of System Login Access Manager, or they may designate that role to one or more members of their staff.

What are the responsibilities of a System Login Access Manager?

SLAMs are responsible for monitoring and maintaining staff login access accounts to ensure that current staff at their library system have appropriate levels of access to the Evergreen database to perform their work assignments. System Login Access Managers update staff accounts to grant access by setting up accounts for new staff and remove staff access to the Evergreen database (and patron information) of anyone who is no longer employed by their library system to maintain database security following the instructions in this chapter of the Administration Manual for Libraries.

List of NC Cardinal System Login Access Managers

System	SLAM	SLAM Email	SLAM Phone	Secondary SLAM	Secondary Email	Secondary Phone
ALEXANDER	Laura Crooks	lcrooks@alexandercountync.gov	828-632-4058
AMY	Jamie McCabe	amybookmobile@gmail.com	828.682.4476
APPALACHIAN	Kilby Spencer	KSpencer@arlibrary.org	336-200-0404
BHM	Mary  Tankard	mtankard@bhmlib.org	252-946-6401 x13	Paula Hopper	phopper@bhmlib.org	(252) 946-6401 ext. 11
BLADEN	Sheila Nance	sheilanance@bladenco.org	910-862-6990
BRASWELL	Nancy Delaney	ndelaney@Braswell-Library.org	252-442-1951x253
BROWN	Rhianna Clipperton	rclipperton@washingtonnc.gov	252-946-4300	Kimberly  Davenport	kdavenport@washingtonnc.gov	252-946-4300
BUNCOMBE	Forest  Doyle	Forest.Doyle@buncombecounty.org	828-250-4725
BURKE	Page Anderson	pandersen@bcpls.org	828-874-2421
CALDWELL	Leslie  Griffin	lgriffin@caldwellcountync.org	828-757-1270
CARTERET	Mary Wilson	mary.wilson@carteretcountync.gov	252-648-7725
CASWELL	Jacqueline Jones	jjones@caswellcountync.gov	336-694-6241 x1113
CLAYTON	Gabe Johnson	gjohnson@townofclaytonnc.org	919-553-5542
CLEVELAND	Wright Adams	wright.adams@clevelandcountync.gov	704-487-9069 x 122
COOLEY	Megan Milam	megan.milam@townofnashvillenc.gov	252-459-2106
CUMBERLAND	Tracy  Labbe	tlabbe@cumberlandcountync.gov	910-483-7727 x1330	Tim White	twhite@cumberlandcountync.gov	910-678-7550
DAVIDSON	Joy Cecil-Dyrkacz	joy.cecil-dyrkacz@davidsoncountync.gov	336-474-2690
DAVIE	Rachel Nelson	rnelson@daviecountync.gov	336-753-6033
DUPLIN	Maggie Casteen	maggie.casteen@duplincountync.com	910-296-2117
FARMVILLE	Angie Bates	abates@farmvillenc.gov	252-753-3355	Heather Harden	hharden@farmvillenc.gov
FONTANA	Sara Daniels	sdaniels@fontanalib.org	828-488-2382	Jason Crawford	jcrawford@fontanalib.org	828-586-2016
FORSYTH	Kathryn  Nesbit	nesbitk2@forsyth.cc	336-703-3048	Jessica Magee	dorrjl@forsyth.cc
FRANKLIN	Wayne  Hunt	whunt@franklincountync.us	919-496-2111	Michelle Hildreth	mhildreth@franklincountync.gov	919-496-2111
GIBSONVILLE	Jessica Arnold	jarnold@gibsonville.net	336-449-6455
GRANVILLE	Amy Humphries	amy.humphries@granvillecounty.org	919-693-1121
HALIFAX	Barbara Valdes	valdesb@halifaxnc.com	252-583-3631
HARNETT	Kim VanBeck	kvanbeck@harnett.org	(910) 834-3446	Angela McCauley	amccauley@harnett.org
HAYWOOD	Caroline  Roten	Caroline.Roten@haywoodcountync.gov	828-356-2518	Kathy Vossler	Kathy.vossler@hawyoodcountync.gov	828-356-2404
HENDERSON	Forrest Tate	ftate@hendersoncountync.gov	828-697-4725 x2324
IREDELL	Mary  Orrell	mary.orrell@iredellcountync.gov	704-878-3090 x8807
JOHNSTON	Johnnie Pippin	jpippin@pljcs.org	984-230-4824
LEE	Beth List	blist@leecountync.gov	919-718-4665 x5488
MADISON	Kim Bellofatto	kbellofatto@madisoncountync.gov	828-649-3741
MAUNEY	Christina Martin	christina.martin@cityofkm.com	704-730-2156
MCDOWELL	Marlan Brinkley	mbrinkley@mcdowellpubliclibrary.org	828-652-3858
NANTAHALA	Franklin Shook	fshook@nantahalalibrary.org	828-837-2025
NC_GOV	Anna Allan	anna.allen@dncr.nc.gov	919-814-6561
NEUSE	Justin  Stout	jstout@neuselibrary.org	252-527-7066 x127	Sean Moore	smoore@neuselibrary.org	252-527-7066, x124
NORTHWESTERN	Joan Sherif	jsherif@nwrl.org	336-835-4894
ONSLOW	Deborah Wadleigh	deborah_wadleigh@onslowcountync.gov	910-937-1415
PERRY	Patti McAnally	pmcanally@perrylibrary.org	252-438-3316 x232
PERSON	Von Yeager	vyeager@personcountync.gov	336-330-2297	Nikki Scoville	nscoville@personcountync.gov
POLK	Wanangwa Hartwell	whartwell@polklibrary.org	828-894-8721 x280	Marcie Dowling	mdowling@polklibrary.org	828.894.8721 x. 281
ROBESON	Katie Fountain	kfountain@robesoncountylibrary.org	910-738-4859 ext. 304
ROCKINGHAM	Rebecca Smith	hrsmith@rockinghamcountync.gov	336-623-3168
RUTHERFORD	Kenneth Odom	kenneth.odom@rutherfordcountync.gov	828-287-6327
SAMPSON	Kelsey Edwards	kelsey.edwards@sampsoncountync.gov	910-592-4153	Erin Heath	erin.heath@sampsoncountync.gov	910-592-4153
SANDHILL	Bonita Collins	bonita.collins@srls.info	910-997-3388	Martha Blaisdell	martha.blaisdell@srls.info
SCOTLAND	Jenna Maley	jknight@scotlandcounty.org	910-276-0577	Rachel Phillips	rphillips@scotlandcounty.org	910-276-0563
STANLY	Matthew Kelly	mkelly@stanlycountylibrary.org	704-986-3761	Sara Hahn	shahn@stanlycountylibrary.org
TRANSYLVANIA	Lisa Sheffield	lisa.sheffield@transylvaniacounty.org	828-884-1805
WARREN	David Spence	DavidSpence@warrencountync.gov	(252) 257-4990 ext. 1057
WAYNE	John Love	john.love@waynegov.com	919-731-1140

1.4. Creating a New Login Access Account

Staff Login Accounts

In order to create a login access account, a System Login Access Manager will need to have a System Administrator account. No one else in the library system (other than a director and/or designated SLAM) should be assigned to the System Administrator permission group.

System Administrators (SLAMs) are able to create and edit Volunteer, Circulator, Circ Lead, and Branch Admin. Any edits to existing accounts with Item Cat, Bib Cat, or System Admin permissions will need to be made by the NC Cardinal team. You can submit a help ticket to request such a change. If you are creating an account for a new staff member who needs one of these permission groups, you can assign the account to the Circulator permission group (or choose Circ Lead or Branch Admin, if higher permissions are needed) and then put in a help ticket requesting assignment to a System Administrator or cataloging permission group (either before or after passing assessments). Temporary cataloging permission group assignments are made according to the NC Cardinal Cataloging Policy.

Individually assigned login access accounts should never be shared between staff members or reassigned from one staff member to a different staff member, as each staff member is individually responsible for the appropriate usage of their individually assigned login access account. Sharing these accounts between staff members or using them for more than one staff member muddies the record of accountability. A brand new account must be created for each new (or reassigned) staff member when they are assigned to a job position that requires an individually assigned login access account (cataloging or administration permission groups).

How to create a staff login account

Staff login accounts are created in the same interface as patron accounts. However, there are some differences in field content and some specific requirements the SLAM should use when creating these accounts.

1. Navigate to the Circulation menu and select Register Patron.
2. Instead of assigning a barcode from your library's designated run, both the Barcode and OPAC/Staff Client User Name should be the first initial and last name of the staff member. If this username conflicts with an existing username in the system, use the staff member's middle initial as well.
3. Create a strong, non-obvious password. Give this to the staff member but have them follow the instructions outlined in How to Change the Password on your Evergreen Login Account to set a permanent password themselves.
4. List the first and last name of the staff member in the appropriate fields. The middle name field should list your library system name and "Staff Login" to indicate a login access account.
5. Set the Date of Birth to 01/01/1900 to indicate this is not a personal user account.
6. Select Other for the Identification field.
7. The staff member's work email address is required. 
8. Daytime phone should be the staff member's work number. If staff does not have a work phone, leave this field blank.
9. For Home Library, select the branch where the staff member most often works.
10. Main (Profile) Permission Group The options for circulation/administration duties that System Login Access Managers can assign are Volunteer, Circulator, Circulation Lead (inherits Circulator permissions), and Branch Admin (inherits Circulator and Circ Lead permissions). If the staff user needs System Admin permissions, this request must be sent to the NC Cardinal team along with approval from the Library Director. If the staff user needs cataloging permission at any level, they must pass the cataloging assessments prior to having these permissions assigned. Set their account to Circulator until they have passed.
11. The Privilege Expiration Date should not be extended beyond 3-5 years.
12. Mailing address can be the library branch address where the staff member most often works.
13. Save the new account.
14. Test the password before providing it to the staff user. Go to the Other tab and choose Test Password then enter the password to make sure it was saved correctly.
    

NOTE: The profile labeled "Staff" in the Patron section of the drop-down list should NEVER be assigned to a login account. This profile is a circulation profile, allowing staff to borrow materials using any special staff-only rules about durations and fines. It will not provide access to the staff client. Only assign profiles from the section of the drop-down list under the heading "Evergreen Staff."

Assign Working Locations

After creating the new login access account, the System Login Access Manager must assign working locations or the account will not work properly. Working locations allow staff to perform functions such as checking in and out, sending and receiving in transit, etc. to other branches in the library system.

1. Navigate to the newly created login access account.
2. Locate the Other tab at the far right of the account tabs.
3. Select User Permission Editor from the dropdown menu. (If you do not see Working Locations listed, make sure you are currently logged into Evergreen with a System Admin login.)
4. Select every branch within your library system by checking the box next to each of your system's branches. This allows staff to perform functions that may affect branches within your system (such as transits), even if they do not work at those branches. Do not select branches from other systems in the consortium.
   
5. Save the working locations selected by scrolling all the way to the bottom of the permissions list and clicking on the Save button at the bottom left. You will see a pop-up message stating that the user was successfully modified.
   
   

 

Note: You may only edit the working locations on this screen. Please do NOT attempt to edit any of the permissions listed, which are allocated based on the permission group(s) assigned to the account and may not be altered individually. Please contact NC Cardinal staff if you have questions or need further assistance.

 

 

 

1.5. Transferring Report Templates

How to Transfer Reports when Staff Leaves

When staff leave, any report templates used in their login accounts can be cloned for use by others.

Share the templates

Before a new user can clone the old templates, the departing staff of the SLAM should share the templates. The departing staff or the SLAM must log into the old account and share the template folders to the system level.

To share a report folder:

1. Navigate to the Template folder where the templates to be cloned are saved.
2. Select the Manage Folder link in the top right.
3. Select Share this folder from the dropdown menu. A second drop-down menu will appear.
4. Select your system from the new menu.
5. Click Share this folder.

Clone the shared templates

Once the folder is shared with the system, anyone logging in from any workstation in your system (rather than with any particular login account) will be able to clone it.

1. Log into the account that will host the templates.
2. Under the Shared Folders section, locate the shared folder that holds the templates to be cloned. Click the linked folder name to open it.
3. In the folder contents list, check the box beside the report you want to clone.
4. Choose Clone selected template from the dropdown menu.
5. Select the new folder to clone the template into. Selecting the folder will automatically open an editable template.
6. Make any needed changes to the title or description of the template.
7. Click the Save Template button.

The processes outlined above allow you to clone templates of reports in accounts set to be deactivated. However, if you want those templates to produce output, you will need to set up the reports from the newly cloned templates. To do so, follow the instructions laid out in the Reports Knowledge Book.

1.6. Transferring Item Templates

How to Transfer Cataloging Templates when Staff Leaves

When a staff member who performed cataloging functions leaves, they may need to need to export item/copy templates from their login access account. From here, new cataloging staff can import them into their login access accounts.

Exporting templates

1. Log into Evergreen on the old login account.
2. Navigate to the Item Attributes screen in the Holdings Editor for any existing item.
3. Locate the Templates dropdown list at the top of the Item Attributes editor.
4. Select the template you wish to export from the drop-down list.
5. Click the Export button next to the drop-down list, and save the file on your computer. 

  

Importing Templates

The staff member using the exported templates will need a copy of the exported files. They can then import them into their Evergreen staff account. 

1. Log into the staff login account where the templates will be imported.
2. Navigate to the Item Attributes screen in the Holdings Editor for any existing item.
3. Locate and click the Import button next to the templates drop-down menu.
4. Choose the exported templates file.

The item templates will be available with that login on any computer.

 

 

1.7. Disabling Staff Login Access Accounts

How to Disable a Staff Login Account

The System Login Access Manager should promptly update Evergreen Staff login access accounts when the individually assigned user is no longer employed by the library. 

If a new staff person has been hired to fill the position, the account for the previous staff member must still be marked inactive. A brand new account must be created for each staff member when they are assigned (or reassigned) to a job position that requires an individually assigned login access account (cataloging or administration permission groups).

Individually assigned login access accounts should never be shared between staff members or reassigned from one staff member to a different staff member, as each staff member is individually responsible for the appropriate usage of their individually assigned login access account. Sharing these accounts between staff members or using them for more than one staff member muddies the record of accountability.

System Administrators (SLAMs) are able to create/edit/delete Volunteer, Circulator, Circ Lead, and Branch Admin. Any changes to existing accounts with Item Cat, Bib Cat, or System Admin permissions will need to be made by the NC Cardinal team. Please submit a help ticket to let us know when a staff member assigned to any of these permission groups is no longer employed by the library or needs their permission group assignment changed.

To deactivate an account

Navigate to the staff account using the Search for Patrons interface. Once you are in the patron edit screen for the account, complete the following actions:

1. Change the password.
2. Re-set the Main (Profile) Permission group to Volunteer.
3. Change the Privilege expiration date to the last date of employment.
4. Uncheck the Active.
5. Click the Save button at the top of the page.

NC Cardinal staff will periodically delete Evergreen Staff accounts that have been marked inactive.

Changing Working Locations

If the employee is just moving to a different branch in teh system and you need to update their working locations, do not deactivate the account.

1. From within the Patron Edit interface, navigate to the Other tab.
2. Select User Permission Editor.
   
3. Select the branch for the new working location. Deselect the old working location if necessary.
4. Save the change by scrolling all the way to the bottom of the permissions list and clicking on the Save button at the bottom left.
5. You will see a pop-up message stating that the user was successfully modified.

 

1.8. How to Change the Password on your Evergreen Login Account

• Changing Your Password in the OPAC
• Password Change Prompts
• FAQs

Changing Your Password in the OPAC

To change your login account password, you first need to make sure you're logged out of the staff client.

1. From anywhere in the Evergreen staff client, go to the "hamburger" menu on the top right of the screen:
   
2. Choose "Log Out".
3. Next, go to your public OPAC.
4. Follow the My Account link in the top right.
   
5. Once your’re logged in, navigate to Preferences > Personal Information and then click on the “Change” button next to Password.
   
6. Log out and return to the staff client and log in with your updated password.

Password Change Prompts

(This functionality will come with our upgrade to Evergreen 3.13 on 11/1/24.)

If a staff member's login account password has not been changed in more than 90 days, the staff member will be required to set a new password before proceeding:

The Hint in the yellow box described the strength requirements for the login password. If the password entered does not match the complexity requirements, an error dialog box will appear:

General Staff Login Account Password Requirements 

• Permission Groups: Circulator, Circulation Lead, Item Cataloger, Bib Cataloger, Volunteers, Data Review
• Requirement: Upper case letter, lower case letter, numeric character, and at least 8 characters.
• Maximum Password Age: 90 days

Administrator Login Account Password Requirements 

• Permission Groups: Branch Administrator, System Administrator, Global Administrator 
• Requirement: Upper case letter, lower case letter, numeric character, special character and at least 8 characters
• Maximum Password Age: 90 days

FAQs

I'm a SLAM. Why can't I update the password for a cataloger myself?

Catalogers can change their own passwords via the My Account link of the OPAC, but if they forget their password, accounts for both Item and Bib Catalogers must be updated by the Cardinal team. Global Admins on the Cardinal team are the only ones who can edit and save cataloger and admin accounts. If you need to make changes to a cataloger account in order to facilitate their quarterly password change, please submit a help ticket. 

I forgot my original password so I can't log in to reset it.

For most users, contact your SLAM and they can edit your account and assign a new temporary password.

Catalogers or system administrators should submit a help ticket if they forget their password. We'll assign a temporary password that you can use to login and change your password.

Can I just change my password by editing my account in the Evergreen Staff Client?

For security reasons, Evergreen will not allow you to edit your own account in the Staff Client, either to update contact information or to change the password. You will need to go through the OPAC to update your account. 

Do generic accounts also need to update passwords quarterly?

Yes, generic accounts used for circulation staff or reports will also be subject to the quarterly password update requirements. Only SLAMs have the ability to update these passwords, so they should associate their email address with the accounts in order to get the notifications and update the passwords when the time comes. They will also be responsible for disseminating the new generic account passwords to the staff who will be using them.

What email address should my library associate with generic accounts?

Generally, the email address for the SLAM is the best choice. 

Can my library associate the SLAM with all individual staff login accounts so they can manage the passwords?

For security reasons, we recommend that each individual staff member be responsible for maintaining their own staff login account password. SLAM emails can be associated with generic, shared login accounts, but each staff member should have their own email address associated with their login account. They will receive the quarterly notifications directly and should be in charge of maintaining their own passwords.

Should passwords for patron test accounts be updated?

Yes. In order to facilitate this, please make sure you have associated an email address with the test accounts. Ideally, this should belong to the SLAM, or to the staff member who uses this account most frequently.

I do not see the Sign Up or My Account buttons when I go to the OPAC.

It's possible you are still logged in to the staff client. If you have already attempted to log out of the staff client and are still not able to login to the OPAC, try opening an incognito window and navigating to the OPAC in there.

My password is not working when I try to log into the Dev or Next environment.

Dev and Next environments are synced with the production environment on an irregular basis so updates to production will not show up immediately. This includes updates to account information, such as passwords. If you have recently changed your password and are now unable to log into Dev with that password, try your previous password in the Dev login. If you no longer remember that login, or you are still running into issues, you can submit a help ticket to get further assistance.

2.1. Network Requirements

Network Requirements for Using Evergreen 3.1

All of these open ports are necessary for proper operation:

80 (normal un-encrypted internet traffic)

443 (encrypted SSL connections)

210 (for Z39.50)

6001 (for SIP)

7680 (Web Based Staff Client Non-SSL)

7682 (Web Based Staff Client SSL)

2.2. Should You Use Hatch with the Web Client?

Do You Need Hatch?

One of the options to consider when using the Evergreen web client in 3.1 is whether to use a Chrome browser extension called Hatch. After consulting with other library consortia and reviewing the documentations, we're not recommending Hatch as a default. We've learned that it can have benefits, but it can also introduce complications into your experience. 

CW Mars has a document, Do I Need To Install Hatch, that walks you through the decision-making process on whether you need to install Hatch on your machine. This is a downloadable PDF.

If You Do Not Use Hatch

CW Mars also provides a document, Auto Print Options, that provides information on additional print services available for Chrome and Firefox. This is a downloadable PDF.

Optional Set Up and Configuration for Chrome

The following documents will provide you with additional information about setting up Chrome to work effectively with Evergreen.

Chrome Home Page and Other Settings

Chrome Bookmarks

Chrome Profiles

2.3. If You Use Hatch

Why Hatch?

As it is now, the Evergreen web client for 3.1 stores some of your settings and customizations temporarily in the web browser’s “cache.” This is sort of like the short term memory of your web browser. Occasionally, you may need to clear the cache (like when you clear your cookies or browsing history), which results in your customizations for the Evergreen web client disappearing. When you clear the cache, you’ll need to re-register your workstation, your receipt printer customizations will revert to stock and any column configurations you’ve changed (order, sorting, size, etc.) will go back to their default settings.

Hatch To The Rescue

Hatch is a browser plug in that is designed to allow you to save your settings for things like workstation setting, receipt templates and column configurations on your local machine and restore them if needed.

How to Install, Activate and Enable Hatch

Ensure that you have the up-to-date Java Runtime Environment. Hatch requires the Java Runtime Environment (JRE) version 1.8 or higher. If you are unsure which version you have, view your computer's list of programs. Download the latest version of Java if you don't have it or your version is out of date.

Download and Install the Hatch browser plug in.  Look for: Web Staff Client Extension (“Hatch”). 

Enable Hatch in Chrome

When you open Chrome, it should recognize that you have the new Hatch Extension installed and prompt you to enable it, but if it does not, you may need to manually enable it:

1. Locate the three-dot menu in the top right of the browser window.
2. Select More Tools from that menu. This will open a sub-menu.
3. Select Extensions from the sub-menu.
4. Enable the Hatch Native Messenger by clicking the slider.

When the Hatch extension is enabled for your browser, you will see a small yellow icon in the top-right corner of the browser.

Enable Hatch in Evergreen

Administration > Work Station > Print / Storage Service ("Hatch")

1. Log into the Evergreen Staff Client.
2. Select Workstation from the Administration menu.
3. Click on Print Service ("Hatch") from the Workstation administration splash page.
4. Check the box to Use Hatch for Printing.

Setting Up Your Printers After Installing Hatch

For more details on setting up your receipt printers, check out the Setting Up Your Receipt Printers section in this Knowledge Book.

Force Printer Context

How to Reconnect Hatch if You Clear Your Cookies

2.4. Setting Up Your Receipt Printers

Use the Printer Settings Editor to configure printer output for each workstation. If left unconfigured Evergreen will use the default printer set in the workstation’s operating system (Windows, OSX, Ubuntu, etc).

Evergreen printing works best if you are using recent, hardware-specific printer drivers.

______________________________________________________________________________

Receipt Template Editor

The print templates follow W3C HTML standards (see http://w3schools.com/html/default.asp) and can make use of CSS and Angular JS to a certain extent.

The Receipt Template Editor can be found at: Administration → Workstation → Print Templates

The Editor can also be found on the default home page of the staff client.

Receipts come in various types: Bills, checkout, items, holds, transits and Payments.

 

Receipt Templates

This is a complete list of the receipts currently in use in Evergreen.

 

Bills, Current              Listing of current bills on an account.

Bills, Historic              Listing of bills that have had payments made on them. This is used on the Bill History Transaction screen.

Bills, Payment            Patron payment receipt

Checkin                      List of items that have been entered in to the check-in screen.

Checkout                    List of items currently checked out by a patron during the transaction.

Hold Transit Slip        This is printed when a hold goes in-transit to another library.

Hold Shelf Slip           This prints when a hold is fulfilled.

Holds for Bib Record  Prints a list of holds on a Title record.

Holds for Patron         Prints a list of holds on a patron record.

Hold Pull List             Prints the Holds Pull List.

Hold Shelf List           Prints a list of holds that are waiting to be picked up.

In-House Use List      Prints a list of items imputed into In-house use.

Item Status               Prints a list of items imputed into Item Status.

Items Out                  Prints the list of items a patron has checked out.

Patron Address          Prints the current patron's address.

Patron Note               Prints a note on a patron’s record.

Renew                       List of items that have been renewed using the Renew Item Screen.

Transit List                Prints the list of items in-transit from the Transit List.

Transit Slip               This is printed when an item goes in-transit to another location.

______________________________________________________________________________

 

Editing Receipts

To edit a Receipt:

1. Select Administration → Workstation → Print Templates.

2. Choose the Receipt in the drop down list.

3. If you are using Hatch, you can choose different printers for different types of receipts with the Force Content field. If not, leave that field blank. Printer Settings can be set at Administration → Workstation → Printer Settings.

 

4. Make edits to the Receipt on the right hand side.

 

 

 

5. Click out of the section you are editing to see what your changes will look right on the Left hand side.

6. Click Save Locally in the Upper right hand corner.

 

__________________________________________________________________________

Adding System to Hold and Transit Slips for Resource Sharing

Here are instructions to update your hold and transit slips to include the name of the Library System the material is going to, not just the branch. This helps correctly identify the System Hub that items should be shipped to and avoid shipping to the wrong library system.

Go to:

Administration > Workstation > Print Templates

 

 

Then choose the Hold Transit Slip from the Template Name drop down box.

 

 

In the Template text box, do the following:

 

Remove:

<div>This item needs to be routed to <b>{{dest_location.shortname}}</b></div>

 

and replace it with:

<div>Route item to : <b><i><h2>{{dest_courier_code}}</h2></b></i></div>

  <div><b><h4>{{dest_location.shortname}}</h4></b></div>

Then hit the Save Locally button above the template's text box. Then you can go to the check in screen and check in an item to test. 

 

Note: You will need to repeat this process to edit the regular Transit Slip template, as well.

__________________________________________________________________________

Formatting Receipts

Georgia Pines documentation on print templates: https://pines.georgialibraries.org/dokuwiki/doku.php?id=admin:workstations:receipts

Sitka has some great examples of variables available as well: http://docs.libraries.coop/sitka/_print_templates.html

 

Print templates use variables for various pieces of information coming from the Evergreen database. These variables deal with everything from the library name to the due date of an item. Information from the database is entered in the templates with curly brackets {{term}}.

Example: {{checkout.title}}

Some print templates have sections that are repeated for each item in a list. For example, the portion of the Checkout print template below repeats every item that is checked out in HTML list format by means of the ng-repeat in the li tag.

 

<ol>
<li ng-repeat="checkout in circulations">

<b>{{checkout.title}}</b><br/>

Barcode: {{checkout.copy.barcode}}<br/>
Due: {{checkout.circ.due_date | date:"short"}}<br/>
</li>
</ol>

 

Text Formatting

General text formatting

 

Date Formatting

If you do not format dates, they will appear in a system format which isn’t easily readable.

 

Currency Formatting

Add " | currency" after any dollar amount that you wish to display as currency.
Example: {{xact.summary.balance_owed | currency}} prints as $2.50

Conditional Formatting

You can use Angular JS to only print a line if the data matches. For example:

<span ng-if="patron_money.balance_owed">You owe the library
${{patron_money.balance_owed}}</span>

See also: https://docs.angularjs.org/api/ng/directive/ngIf

Substrings

To print just a sub-string of a variable, you can use a limitTo function. {{variable | limitTo:limit:begin}} where limit is the number of characters you are wanting, and begin (optional) is where you want to start printing those characters.

To limit the variable to the first four characters, you can use {{variable | limitTo:4}} to get "vari".

To limit to the last five characters you can use {{variable | limitTo:-5}} to get "iable". And {{variable | limitTo:3:3}} will produce "ria".

 

Images

You can use HTML and CSS to add an image to your print template if you have the image uploaded onto a publicly available web server. (It will currently only work with images on a secure (https) site.) For example:

<img src="https://evergreen-ils.org/wp-content/uploads/2013/09/copyEvergreen_Logo_sm072.jpg"
style="width:150px;padding:5px;">

Sort Order

You can sort the items in an ng-repeat block using orderBy. For example, the following will sort a list of holds by the shelving location first, then by the call number:

<tr ng-repeat="hold_data in holds | orderBy :
['copy.location.name','volume.label']">

 

Subtotals

You can use Angular JS to add information from each iteration of a loop together to create a subtotal. This involves setting an initial variable before the ng-repeat loop begins, adding an amount to that variable from within each loop, and then displaying the final amount at the end.

<div>You checked out the following items:</div>
<br/>
<div ng-init="transactions.subtotal=0">                             <!--1 -->
<ol>
<div ng-repeat="checkout in circulations">
<li ng-init="transactions.subtotal=transactions.subtotal -- checkout.copy.price">                           <!-- 2-->
<b>{{checkout.title}}</b><br/>
Barcode: {{checkout.copy.barcode}}<br/>
Due: {{checkout.circ.due_date | date:"M/d/yyyy"}}
</li>
</div>
</ol>

<div style="font-weight:bold;">Total Amount Owed: {{patron_money.balance_owed | currency}}</div>
<div style="font-weight:bold;border:1px dotted black; padding:5px;text-align:center;">
You Saved<br/>
{{transactions.subtotal | currency}}<br/>                       <!--3 -->
by borrowing from the library!</div>

 

1. This line sets the variable.
2. This adds the list item’s price to the variable.
3. This prints the total of the variable.

______________________________________________________________________________

Exporting and importing Customized Receipts

Once you have your receipts set up on one machine you can export your receipts, and then load them on to another machine. Just remember to Save Locally once you import the receipts on the new machine.

 

Exporting Templates

As you can only save a template on to the computer you are working on you will need to export the template if you have more than one computer that prints out receipts (i.e., more than one computer on the circulation desk, or another computer in the workroom that you use to checkin items or capture holds with).

1. Export.

2. Select the location to save the template to, name the template, and click Save.

3. Click OK.

 

Importing Templates

1. Click Import.

2. Navigate to and select the template that you want to import. Click Open.

3. Click OK.

4. Click Save Locally.

5. Click OK.

 

______________________________________________________________________________

Configure Printers in the Web Client version using Hatch :

(Based off Georgia PINES printer documentation )

See also section 1.9  If You Use Hatch

Hatch

1. Update Java

2. Download and Install Hatch

3. Configure Hatch

4. Configure Printers

5. Force Printer Context

How to Reconnect Hatch if You Clear Your Cookies

2.5. Printed Hold Pull List Print Template Configurations

Overview

As of Evergreen 3.9, the configuration for the layout of the printed Hold Pull List has been moved from Administration > Workstation > Print Templates to Administration > Server Administration > Print Templates. This allows for these Hold Pull List print templates to be managed for all workstations at a branch or system, rather than saving customizations on individual workstations. The new print templates use Template Toolkit 2 instead of AngularJS. All of the data fields available in the original templates can be displayed, sorted, or filtered but their names have changed. This documentation provides details on how to make modifications to your templates. If you don't feel comfortable making these changes yourself, you can always submit a ticket using this page as a reference.

As an example, the default Hold Pull List has the following fields in this order, selected from the list below:

• hold.hold_type
• hold.title
• hold.author
• hold.acpl_name
• hold.cn_full_label
• hold.cp_barcode
• hold.p_label

Looking at the Available Data Fields section below, we can see that these translate to:

• Hold Type (Is it a Title, Copy or Metarecord hold?)
• Title (Title of material)
• Author (Author of material)
• Name of Shelving Location
• Call Number Full Label
• Copy Barcode
• Monograph Part Label

If you’d like to make changes to these default columns, please choose from the list of available fields below in the Available Data Fields section and provide us the name of the field as you see (in the brackets).

Additionally, you can sort by any of the fields, for instance Shelving Location (hold.acpl_name) and Call Number Sort (cn_label_sortkey)

If you have questions, please let us know.

---

Formatting Options

TT2 provides a whole suite of virtual methods that can be used to manipulate data in your print template. Below is few common operations.

Text Transformation

• Make text upper case
• Make text lower case
• Get first letter (upper case)
• Get first letter (lower case)
• Get length of text

List Manipulation

• Create a sorted list
• Create a list of unique items
• Create a list of two merged lists
• Get first & last items
• Get list size

Custom Template example

In this example from Henderson County, you can see that fields from the wide hold are being displayed in the table as well as being used to sort the rows.

Show/Hide Toolkit Code

[%-
    USE date;
    SET holds = template_data;
    # template_data is an arry of wide_hold hashes.
-%]
<div>
  <style>
    #holds-pull-list-table td,  #holds-pull-list-table th { 
      padding: 5px;
      border: 1px solid #000;
    }
  </style>
  <table id="holds-pull-list-table">
    <thead>
      <tr>
      <th>Shelf Location</th>
      <th>Call Number</th>
      <th>Author</th>      
      <th>Title</th>
      <th>Barcode/Part</th>
      </tr>
    </thead>
    <tbody>
      [%- FOR hold IN holds.sort('copy_location_order_position','acpl_name','cn_label_sortkey') %]
      <tr>
        <td>[% hold.acpl_name %]</td>
        <td>[% hold.cn_full_label %]</td>
        <td style="width: 25%">[% hold.author %]</td>
        <td style="width: 30%">[% hold.title %]</td>
        <td>[% hold.cp_barcode %][% IF hold.p_label %]/[% hold.p_label %][% END %]</td>
      </tr>
      [%- END %]
    </tbody>
  </table>
</div>

Sample Data

This sample JSON will be injected into your template so you can preview it.

[
{"hold_type" : "T", "title" : "Spare","author" : "Prince Harry","acpl_name" : "Adult Large Print Nonfiction","cn_full_label":"B HARRY","cp_barcode":"31781069512794"},
{"hold_type" : "T", "title" : "Christmas in Blue Dog Valley : a novel","author" : "Noblin, Annie England","acpl_name" : "Adult New Fiction","cn_full_label":"F NOB","cp_barcode":"0020660004464"}
]

Available Data Fields

Each list below can be expanded to see the name of each piece of data that the new pull list print template can use.

Hold Information	source: (hold)
Title	(title)
Author	(author)
Request Lib	(request_lib)
Pickup Lib	(pickup_lib)
Request Time	(request_time)
Capture Time	(capture_time)
Fulfillment Time	(fulfillment_time)
Checkin Time	(checkin_time)
Return Time	(return_time)
Prev Check Time	(prev_check_time)
Expire Time	(expire_time)
Cancel Time	(cancel_time)
Cancel Cause	(cancel_cause)
Cancel Note	(cancel_note)
Copy that is Targeted	(target)
Current Copy	(current_copy)
Fulfillment Staff	(fulfillment_staff)
Fulfillment Lib	(fulfillment_lib)
Requestor	(requestor)
User the Hold is For	(usr)
Selection Org Unit	(selection_ou)
Selection Depth	(selection_depth)
Hold Type	(hold_type)
Holdable Formats	(holdable_formats)
Phone Notify	(phone_notify)
Email Notify	(email_notify)
Sms Notify	(sms_notify)
Sms Carrier	(sms_carrier)
Frozen	(frozen)
Thaw Date	(thaw_date)
Shelf Time	(shelf_time)
Cut In Line	(cut_in_line)
Mint Condition	(mint_condition)
Shelf Expire Time	(shelf_expire_time)
Current Shelf Lib	(current_shelf_lib)
Behind Desk	(behind_desk)
Hopeless Date	(hopeless_date)
Hold Status	(hold_status)
Clear Me	(clear_me)
Is Staff Hold	(is_staff_hold)
Note Count	(note_count)
Record Id	(record_id)
Series Title	(series_title)
ID	(id)

Pickup Library	source: (pickup library)
Shortname	(pl_shortname)
Full Name	(pl_name)
Parent Org Unit of Pickup Library	(pl_parent_ou)
Pickup Library Org Unit Type	(pl_ou_type)
ILL Address	(pl_ill_address)
Holds Address	(pl_holds_address)
Mailing Address	(pl_mailing_address)
Billing Address	(pl_billing_address)
Email	(pl_email)
Phone	(pl_phone)
Opac Visible	(pl_opac_visible)
Fiscal Calendar	(pl_fiscal_calendar)
ID	(pl_id)

User Information	Requestor Information	source: (user)	source: (requestor)
Home Library	Home Library	(usr_home_ou)	(rusr_home_ou)
Card	Card	(usr_card)	(rusr_card)
Profile	Profile	(usr_profile)	(rusr_profile)
Usrname	Usrname	(usr_usrname)	(rusr_usrname)
Email	Email	(usr_email)	(rusr_email)
Standing	Standing	(usr_standing)	(rusr_standing)
Ident Type	Ident Type	(usr_ident_type)	(rusr_ident_type)
Ident Value	Ident Value	(usr_ident_value)	(rusr_ident_value)
Ident Type2	Ident Type2	(usr_ident_type2)	(rusr_ident_type2)
Ident Value2	Ident Value2	(usr_ident_value2)	(rusr_ident_value2)
Net Access Level	Net Access Level	(usr_net_access_level)	(rusr_net_access_level)
Photo URL	Photo Url	(usr_photo_url)	(rusr_photo_url)
Prefix	Prefix	(usr_prefix)	(rusr_prefix)
First Given Name	First Given Name	(usr_first_given_name)	(rusr_first_given_name)
Second Given Name	Second Given Name	(usr_second_given_name)	(rusr_second_given_name)
Family Name	Family Name	(usr_family_name)	(rusr_family_name)
Suffix	Suffix	(usr_suffix)	(rusr_suffix)
Alias	Alias	(usr_alias)	(rusr_alias)
Day Phone	Day Phone	(usr_day_phone)	(rusr_day_phone)
Evening Phone	Evening Phone	(usr_evening_phone)	(rusr_evening_phone)
Other Phone	Other Phone	(usr_other_phone)	(rusr_other_phone)
Mailing Address	Mailing Address	(usr_mailing_address)	(rusr_mailing_address)
Billing Address	Billing Address	(usr_billing_address)	(rusr_billing_address)
DOB	DOB	(usr_dob)	(rusr_dob)
Active	Active	(usr_active)	(rusr_active)
Master Account	Master Account	(usr_master_account)	(rusr_master_account)
Super User	Super User	(usr_super_user)	(rusr_super_user)
Barred	Barred	(usr_barred)	(rusr_barred)
Deleted	Deleted	(usr_deleted)	(rusr_deleted)
Juvenile	Juvenile	(usr_juvenile)	(rusr_juvenile)
Usrgroup	Usrgroup	(usr_usrgroup)	(rusr_usrgroup)
Claims Returned Count	Claims Returned Count	(usr_claims_returned_count)	(rusr_claims_returned_count)
Credit Forward Balance	Credit Forward Balance	(usr_credit_forward_balance)	(rusr_credit_forward_balance)
Last Xact ID	Last Xact ID	(usr_last_xact_id)	(rusr_last_xact_id)
Create Date	Create Date	(usr_create_date)	(rusr_create_date)
Expire Date	Expire Date	(usr_expire_date)	(rusr_expire_date)
Claims Never Checked Out Count	Claims Never Checked Out Count	(usr_claims_never_checked_out_count)	(rusr_claims_never_checked_out_count)
Last Update Time	Last Update Time	(usr_last_update_time)	(rusr_last_update_time)
Alias Or First Given Name		(usr_alias_or_first_given_name)
Alias Or Display Name		(usr_alias_or_display_name)
Display Name		(usr_display_name)
ID	ID	(usr_id)	(rusr_id)

User's Library Card	Requestor's Library Card	source: (library card)	source: (requestor library card)
Barcode	Barcode	(ucard_barcode)	(rucard_barcode)
Usr	Usr	(ucard_usr)	(rucard_usr)
Active	Active	(ucard_active)	(rucard_active)
ID	ID	(ucard_id)	(rucard_id)

Copy	source: (copy)
Circ Lib	(cp_circ_lib)
Creator	(cp_creator)
Call Number	(cp_call_number)
Editor	(cp_editor)
Create Date	(cp_create_date)
Edit Date	(cp_edit_date)
Copy Number	(cp_copy_number)
Status	(cp_status)
Location	(cp_location)
Loan Duration	(cp_loan_duration)
Fine Level	(cp_fine_level)
Age Protect	(cp_age_protect)
Circulate	(cp_circulate)
Deposit	(cp_deposit)
Ref	(cp_ref)
Holdable	(cp_holdable)
Deposit Amount	(cp_deposit_amount)
Price	(cp_price)
Barcode	(cp_barcode)
Circ Modifier	(cp_circ_modifier)
Circ As Type	(cp_circ_as_type)
Dummy Title	(cp_dummy_title)
Dummy Author	(cp_dummy_author)
Alert Message	(cp_alert_message)
Opac Visible	(cp_opac_visible)
Deleted	(cp_deleted)
Floating	(cp_floating)
Dummy Isbn	(cp_dummy_isbn)
Status Change Time	(cp_status_change_time)
Active Date	(cp_active_date)
Mint Condition	(cp_mint_condition)
Cost	(cp_cost)
ID	(cp_id)

Copy Status	source: (copy status)
Name	(cs_name)
Holdable	(cs_holdable)
Opac Visible	(cs_opac_visible)
Copy Active	(cs_copy_active)
Restrict Copy Delete	(cs_restrict_copy_delete)
Is Available	(cs_is_available)
ID	(cs_id)

Call Number	source: (call number)
Label	(cn_label)
Label Sortkey	(cn_label_sortkey)
Creator	(cn_creator)
Create Date	(cn_create_date)
Editor	(cn_editor)
Edit Date	(cn_edit_date)
Record	(cn_record)
Owning Lib	(cn_owning_lib)
Deleted	(cn_deleted)
Prefix	(cn_prefix)
Suffix	(cn_suffix)
Label Class	(cn_label_class)
Full Label	(cn_full_label)
ID	(cn_id)

Call Number Prefix	source: (call number prefix)
Label	(ancp_label)

Call Number Suffix	source: (call number suffix)
Label	(ancs_label)

Monograph Part	source: (monograph part)
Record	(p_record)
Label	(p_label)
Label Sortkey	(p_label_sortkey)
Deleted	(p_deleted)
ID	(p_id)

Transit Copy	source: (transit copy)
Source Send Time	(tr_source_send_time)
Dest Recv Time	(tr_dest_recv_time)
Target Copy	(tr_target_copy)
Source	(tr_source)
Dest	(tr_dest)
Prev Hop	(tr_prev_hop)
Copy Status	(tr_copy_status)
Persistant Transfer	(tr_persistant_transfer)
Prev Dest	(tr_prev_dest)
Hold	(tr_hold)
Cancel Time	(tr_cancel_time)
ID	(tr_id)

Hold Cancel Cause	source: (cancel cause)
Reason for cancellation	(cc_label)
ID	(cc_id)

Copy Location	source: (copy_location)
Name	(acpl_name)
Owning Lib	(acpl_owning_lib)
Holdable	(acpl_holdable)
Hold Verify	(acpl_hold_verify)
Opac Visible	(acpl_opac_visible)
Circulate	(acpl_circulate)
Label Prefix	(acpl_label_prefix)
Label Suffix	(acpl_label_suffix)
Checkin Alert	(acpl_checkin_alert)
Deleted	(acpl_deleted)
URL	(acpl_url)
ID	(acpl_id)

Potentials
Other Holds	(other_holds)
Total Wait Time	(total_wait_time)

Notifications
Notification Count	notification_count
Last Notification Time	(last_notification_time)

Other Content
Issuance Label	issuance_label
Copy Location Order Position	(copy_location_order_position)
Relative Queue Position	(relative_queue_position)
Default Estimated Wait	(default_estimated_wait)
Min Estimated Wait	(min_estimated_wait)

2.6. Setting Up a Label Printer

How to Set Up a Label Printer

The exact steps needed to set up your label printer may be different depending on the specific type of printer you have. This example is for a Dymo Labelwriter 450 Turbo.

1. Go to the Dymo website and find the software download that matches the printer model you have. Download and install that software.
2. Under the Administration menu in Evergreen, select Workstation Administration.
3. Find the Printer Settings Editor.
4. Set all the margins to zero margins and all the headers and footers to blank.
5. Set up your spine label settings using the parameters that meet your library's needs. Typically:
   • Set the margins to Left: 0 and Top: 0.15
   • Columns: 1
   • Call Number Wrap Filter Height: 4
   • Call Number Wrap Filter Width: 10
   • Font Size: 12pt
   • Height for Spine Label: 1 in
   • Width for Spine Label: 1 in

2.7. Staff Portal Page

3.1. Patron Permission Groups

Adding a Patron Permission Group

When creating a patron account, Evergreen requires you to set a patron Permission Group. This is also referred to as a Profile Group. This field is highlighted in yellow in the Register Patron page and must be set before you can save the new account.

Available Patron Permission Groups

Patron permission groups impact how items circulate, how fees are assessed, and what level of access patrons have to library amenities such as computers and internet. Each group has a set expiration period.

Cardinal Patron Groups	Expiration Period	Notes
Adult	3 Years	Intended for adult patrons who do not fall into a more specialized permission group
Adult Limited	6 Months	May be used differently by different systems; perhaps for temporary patrons or those on a payment plan
Institution	1 Year	May be used for daycares, nursing homes, or other institutions circulations and/or other library use accounts
Internet	1 Year	Intended for patrons who are not eligible to check out physical materials, but only utilize e-resources and/or public computers
Juvenile	3 Years	Intended for juvenile patrons who do not fall into a more specialized permission group; some libraries use this for all underage patrons (and do not use Teen)
Juvenile Limited	6 Months	May be used differently by different systems; perhaps for temporary patrons or those on a payment plan
Outreach	1 Year	Generally intended for home-bound, bookmobile, or other outreach library services
School	1 Year	Intended solely for Student Access accounts
Staff	3 Years	Intended for library employees for personal and/or work-related holds & circulations
State Employee	3 Years	Intended for use by NC GOV libraries only
Teen	3 Years	Intended for underage patrons within a range determined by each library system; some libraries do not use this permission group
Teen Limited	6 Months	May be used differently by different systems; perhaps for temporary patrons or those on a payment plan; some libraries do not use this permission group

 

3.2. Circulation Policies

Once the data elements that will drive circulation policies have been established, circulation policies can be created in the staff client by the NC Cardinal team. NC Cardinal circulation policies follow the rules of the library (Org Unit) that checks out the item (***see below for an important note about how this does not necessarily apply to Library Settings). Libraries can submit a help ticket to request changes to their circulation policies.

3.3. Autorenewals

3.4. Holds, transits, and resource sharing

Holds Fulfillment

See Hold Fulfillment in Evergreen for an explanation of the ways that Evergreen targets items to fill patron holds.

What criteria does Evergreen check to determine eligibility to fill a hold?

• Does an item exist on the bib/call number/item/meta/part record where the hold was placed?
• Is the item marked as holdable? Based on the is holdable flag in the item record
• Is the item in a holdable copy status? (e.g. not in a status of Checked out, In process, Lost, Missing, etc.) See Item Status page
• Is the shelving location for that item marked holdable? See Shelving Locations page
• Is the item age protected, and if so, would it have to transit too far? (see Age Hold Protection below)
• Does the item's circulating library have the Library Setting ‘Skip for Hold Targeting’ set to True? This is not normally the case unless a library is closed for construction/repairs or in situations like the recent pandemic.

Age hold protection

Age hold protection prevents new items from filling holds requested for pickup at a library other than the owning library for a specified period of time. The age hold protection period when applied to an item record for newly published and newly purchased (older) items can start with the item record create date (default) or active date. NC Cardinal uses the item’s active date, the date the item first has a status of Available. The active date will display in the staff client OPAC view and in the Item Status details.

Age Hold Protection Options

Age hold protection only applies to individual item records and cannot be configured in hold policies.

There are two age hold protection options in Evergreen:

• 6-month
• 3-month

NC Cardinal libraries generally only use 6-month age hold protection, where holds will only be filled where the pickup library is within the owning library system from the Active Date to 6 months after the Active Date. When the item is more than 6 months past the Active Date, it is available to fill holds for the entire consortium.

There is also a 3-month age hold protection option, in which holds will only be filled where pickup branch = owning branch from the Active Date to 3 months after the Active Date. If applied, the 3-month age hold protection does not convert to 6-month age hold protection. When the item is more than 3 months past the Active Date, it is available to fill holds for the entire consortium unless a staff member takes action to change the item attributes for the item to the 6-month age hold protection.

For incoming libraries, actual protection time for migrated items may vary based on the information gathered from the previous ILS. If there is no distinction in the old ILS between the create date and the active date, whatever date is available will be applied, leaving the item with a potentially shorter period of protection.

Parallel Hold Fulfillment Processes

Evergreen fulfills holds using two separate but parallel processes, each having its own individual structural influences. While only one copy will be targeted to fill any given hold, these processes will independently try to find a target copy to fulfill an outstanding hold.

Method 1: Hold Targeter

The first process is the Hold Targeter, which is the way Evergreen causes items needed for holds to appear on a library's pull list. The pull list is a responsive representation of the currently targeted copies for any given library branch and is only entirely accurate at the moment the list is generated. In a busy consortium, such as NC Cardinal, the targeted items could change almost every time the pull list is refreshed. Libraries should always generate a fresh version of the pull list immediately before going out to pull items from the shelves. Printing a list in the morning and waiting an hour or two before pulling items will mean the list is already outdated.

The Hold Targeter is based primarily on organizational unit proximity and is what helps determine which copy is preferred to fill any given hold. The Hold Targeter reevaluates each active, unfilled hold request every 24 hours (default setting) to see if the targeted item has been captured or if there is another eligible copy. Soft stalling has no impact on the Hold Targeter. 

Method 2: Opportunistic Capture

The second process is Opportunistic Capture, which allows Evergreen to evaluate whether items could fill an eligible hold whenever an item is checked in. The structural influences on opportunistic capture are:

• best hold selection
• sort order
• soft stalling

4.1. General Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Allow Patron Self-Registration	Allow patrons to self-register, creating pending user accounts. Default setting for Cardinal is True.	Example form: https://haywood.nccardinal.org/eg/opac/register	True/False	False (12) True (5)	TRUE
Patron Self-Reg. Display Timeout	Number of seconds to wait before reloading the patron self-registration interface to clear sensitive data	Cardinal-wide value	number		1500 seconds
Patron Self-Reg. Expire Interval	If set, this is the amount of time a pending user account will be allowed to sit in the database.  After this time, the pending user information will be purged	Cardinal-wide value	interval of time: # of hours or days		7 days
Deprecated: Format Dates with this pattern.	GUI: Format Dates with this pattern (examples: "yyyy-MM-dd" for "2010-04-26", "MMM d, yyyy" for "Apr 26, 2010")	Cardinal-wide value	text		MM/dd/yyyy
Require dob field on patron registration	The dob field will be provided on the patron registration screen.	Cardinal-wide value	True/False		TRUE
Juvenile Age Threshold	The age at which a user is no long considered a juvenile.  For example, "18 years".	All systems should have a value.	interval of time: # of hours or days	18 years (33) 17 years (3) 12 years (2) 16 years (1)	18 years
Show day_phone field on patron registration	The day_phone field will be shown on the patron registration screen. Showing a field makes it appear with provided fields even when not provided. If the field is provided this setting is ignored.	Cardinal-wide value	True/False		TRUE
Require day_phone field on patron registration	The day_phone field will be provided on the patron registration screen.	Requires staff to enter a value for the daytime phone number before they can save the patron registration or account update	True/False	True (23) False (3)	TRUE
Default Ident Type for Patron Registration	This is the default Ident Type for new users in the patron editor.	Consortium has a default value of Driver's License, but you can choose something different if you wish. (Do not record Social Security Number in Evergreen; all SSNs should be stripped out of your ILS data before migration into NC Cardinal)	Driver's License: value 1 Other:                 value  3	1 (14) 3 (3)	1
Require at least one address for Patron Registration	Enforces a requirement for having at least one address for a patron during registration.	Cardinal-wide value	True/False	True (7) False (1)	TRUE
Allow pending addresses	If enabled, patrons can create and edit existing addresses.  Addresses are kept in a pending state until staff approves the changes	True is recommended. If True, patrons may update address in their accountin the My Account section of the OPAC, so staff are aware of the new address when patrons are at the desk	True/False	True (25) False (18)	TRUE
Invalid patron address penalty	When set, if a patron address is set to invalid, a penalty is applied.	True is recommended to block patron from being able to checkout, renew, etc., if they have an invalid address.	True/False	True (31) False (3)	TRUE
Default level of patrons' internet access		This is a value that can be used outside Evergreen to control internet access if you're using software to provide wi-fi or computer access.	No access:     value 3 Filtered:        value 1 Unfiltered:    value 2	1 (12) 2 (13)	2
Patron: password from phone #	By default, use the last 4 alphanumeric characters of the patrons phone number as the default password when creating new users.  The exact characters used may be configured via the "GUI: Regex for day_phone field on patron registration" setting.	The two most ocmmon options are the last 4 numbers of your phone number, or the last four digits of the patron barcode	True/False	True (35) False (9)	TRUE
Warn when patron account is about to expire	Warn when patron account is about to expire. If set, the staff client displays a warning this many days before the expiry of a patron account. Value is in number of days, for example: 3 for 3 days.	All systems should have a value.	number (of days)	30 (3) 21 (8) 60 (5) 7 (4) 28 (1)	30
Enable features that send SMS text messages.	Current features that use SMS include hold-ready-for-pickup notifications and a "Send Text" action for call numbers in the OPAC. If this setting is not enabled, the SMS options will not be offered to the user.  Unless you are carefully silo-ing patrons and their use of the OPAC, the context org for this setting should be the top org in the org hierarchy, otherwise patrons can trample their user settings when jumping between orgs.	Cardinal default value is True but patrons still have to opt in to receive text notifications	True/False		TRUE
Auto-Extend Grace Periods	When enabled grace periods will auto-extend. By default this will be only when they are a full day or more and end on a closed date, though other options can alter this.	This has to be set for the other Auto-Extend options to function	True/False	True (21) False (7)	TRUE
Auto-Extending Grace Periods extend for all closed dates	If enabled and Grace Periods auto-extending is turned on grace periods will extend past all closed dates they intersect, within hard-coded limits. This basically becomes "grace periods can only be consumed by closed dates".	For more informative explanation, please consult the Fines and Grace Days page in the Administrative Manual	True/False	True (23) False (6)	TRUE
Auto-Extending Grace Periods include trailing closed dates	If enabled and Grace Periods auto-extending is turned on grace periods will include closed dates that directly follow the last day of the grace period, to allow a backdate into the closed dates to assume "returned after hours on the last day of the grace period, and thus still within it" automatically.	This setting is the most forgiving of the grace period options. See the Fines and Grace Days page in the Administrative Manual (link in row above)	True/False	True (19) False (6)	TRUE
Number of Retrievable Recent Patrons	Number of most recently accessed patrons that can be re-retrieved in the staff client.  A value of 0 or less disables the feature. Defaults to 1.	Sets the number of recently served patrons that a staff member can look up at their workstation.	number	10 (3) 20 (2) 2 (1) 6 (1)	10
Maximum previous checkouts displayed	This is the maximum number of previous circulations the staff client will display when investigating item details	Sets the number of recent borrowers that show up when looking who recently checked out a specified item	number	10 (12) 5 (9) 3 (8) 2 (6) 6 (1)	10
Require staff initials for entry/edit of patron notes.	Appends staff initials and edit date into patron note content.	Default setting of True. Patron notes are found under the "Other" tab found on the patron view menu	True/False		TRUE
Require staff initials for entry/edit of patron standing penalties and messages.	Appends staff initials and edit date into patron standing penalties and messages.	Default setting of True. Patron messages are found in the patron edit screen.	True/False		TRUE
Max Patron Claims Returned Count	When this count is exceeded, a staff override is provided to mark the item as claims returned	A limit to how many items can be marked as Claims Returned before an override is provided. Recommendation of "10"	number	3 (18) 5 (10) 2 (6) 10 (4) 8 (1)
Claim Never Checked Out: Mark copy as missing	When a circ is marked as claims-never-checked-out, mark the copy as missing	Most libraries choose True	True/False	True (22)	TRUE
Item Status for Missing Pieces	This is the Item Status to use for items that have been marked or scanned as having Missing Pieces.  In the absence of this setting, the Damaged status is used.	Most systems do not use missing pieces. When used, the most common settings are: Missing (#4) Damaged (#14) Repair (#106)	number (see note)	14 (13) 4 (10) 0 (1) 106 (1)	14
Change reshelving status interval	Amount of time to wait before changing an item from "reshelving" status to "available".  Examples: "1 day", "6 hours"	To consider: How long do your items typically stay on the cart waiting to be reshelved?	interval of time: # of hours or days	2 hours (6) 24 hours (4) 12 hours (4) 1 hour (4) 3 hours (2)	1 hour
Tag Circulated Items in Results	When a user is both logged in and has opted in to circulation history tracking, turning on this setting will cause previous (or currently) circulated items to be highlighted in search results		True/False	True (21)	TRUE
Warn patrons when adding to a temporary book list	Present a warning dialog to the patron when a patron adds a book to a temporary book list.	Patrons can opt out.	True/False	True (20)	TRUE
Library information URL (such as "http://example.com/about.html")	URL for information on this library, such as contact information, hours of operation, and directions. If set, the library name in the copy details section links to that URL. Use a complete URL, such as "http://example.com/hours.html".		(your website address)
Use external "library information URL" in copy table, if available	If set to true, the library name in the copy details section will link to the URL associated with the "Library information URL" library setting rather than the library information page generated by Evergreen.		True/False	True (6)
Content of event_text include	Text to be inserted into Print Templates in place of {{includes.event_text}}			Check out this event! (2)
Content of footer_text include	Text to be inserted into Print Templates in place of {{includes.footer_text}}			Main Library Hours: Mon - Thurs 9:00 - 7:00, Sat 9:00 - 5:00 (1)

4.2. Financial Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Show billing tab first when bills are present	If enabled and a patron has outstanding bills and the alert page is not required, show the billing tab by default, instead of the checkout tab, when a patron is loaded	If you pull up the account and the patron owes money, the bills tab gets pulled up first to show staff that fines may be accruing or may exceed the library billing threshold	True/False	True (11) False (4)	TRUE
Disable Patron Credit	Do not allow patrons to accrue credit or pay fines/fees with accrued credit	Patron credit is available by default. All systems should have a value. If true, patrons will not be able to accrue credited balances. If false and patrons pay more than they owe, that credit can exist for future fines.	True (credit disabled)  /   False (credit allowed)	True (32) False (4)	TRUE
Allow Credit Card Payments	If enabled, patrons will be able to pay fines accrued at this location via credit card	This is set if you have credit card payments enabled. Several ways to do this, your RFId vendor through self check, contract with external terminal at circ desk. Evergreen also offers option. Patron logs into account via OPAC and transaction is handeled there w/out staff involvement. Only certain vendors available. Local bank, credit card vendor, etc. For more information, please see Credit Card Payment Options in the Administrative Manual in the NC Cardinal knowledge base for more information. https://nccardinalsupport.org/index.php?pg=kb.page&id=337	True/False	False (23) True (6)
Payment History Age Limit	The OPAC should not display payments by patrons that are older than any interval defined here.	Determines how long a patron can see their previously paid bills in the My Account section of the OPAC	interval of time: # of hours or days	1 year (6) 6 months (5) 3 months (3) 365 days (2) 12 months (2)
Cap Max Fine at Item Price	This prevents the system from charging more than the item price in overdue fines	The individual item price must be listed in the item record for this to apply. To consider: do you cap max fines at the item price? Item price will need to be set for materials if the default price is not to be used. Circulation policies have more granularity, but this setting can be used for maximum fines across the board.	True/False	False (14) True (12)	TRUE
Charge fines on overdue circulations when closed	Normally, fines are not charged when a library is closed.  When set to True, fines will be charged during scheduled closings and normal weekly closed days.	Most systems do not charge fines while library is closed, but you may wish to do so if, for instance, you are closed on Sunday but still want to charge fines on that day.	True/False	True (2) False (1)	FALSE
Default Item Price		List a single, fixed dollar amount. If a price isn't specified by cataloger for the item, this will be the default amount for lost billing fee charges (if not set otherwise in the item record). All systems should have a value.	x dollars	25 (21) 20 (11) 15 (5) 50 (2) 5 (2)
Charge lost on zero		Some libraries do not want to bill patrons for lost items that were donated or for magazines, so they put a price of $0 in the item record. This library setting allows Evergreen to distinguish those items from items with a null/blank price field for which the default item price will be billed. If there is a price listed of "0.00" then this setting determines if the patron is billed default price or not. True = would be charged default price. False = patron not billed, since cost was $0.00	True/False	True (11) False (6)	TRUE
Lost Materials Processing Fee		List a single, fixed dollar amount. If you charge a processing fee, you can set it here. This would be assigned when the item is marked lost.	x dollars	2 (7) 0 (7) 5 (6) 3 (3) 10 (2)
Void overdue fines when items are marked lost		Default setting in Cardinal is True, so that when patron is billed for the entire cost of item, the fines are voided.	True/False	True (37) False (6)	TRUE
Void lost item billing when claims returned	Void lost item billing when claims returned	If marked "claims returned" by library staff, then lost billing fines would be removed and no further fines accrued until item is found. Billing can be done later done manually.	True/False	True (18)	TRUE
Void lost item processing fee when claims returned	Void lost item processing fee when claims returned	Default setting of True, so that the processing fee will be waived when an item is "claims returned."	True/False	True (11)	TRUE
Lost items usable on checkin	Lost items are usable on checkin instead of going 'home' first	Default setting of False, so that materials that were marked Lost have to be sent in transit back to their circulating library before they can be checked out again. If True, materials that were Lost and then checked in can be immediately checked out again.	True/False	True (41) False (3)	TRUE
Void lost item billing when returned	Void lost item billing when returned	Default setting of True, so that when an item is returned and bill has not been paid yet, the bill would be voided.	True/False	True (44)	TRUE
Void processing fee on lost item return	Void processing fee when lost item returned	Default setting of True, so that when a Lost item is found and returned, the Processing Fee is removed. If False, the processing fee will still be charged even when the Lost item is returned.	True/False	True (27) False (4)	TRUE
Void lost max interval	Items that have been lost this long will not result in voided billings when returned.  E.g. '6 months'	This is a period of time. If a user loses a book and it is found and returned within this time period, the Lost book bill will be automatically removed from their account. After this time period, the Lost charge will remain on their account even if the lost book is found and checked in. This setting allows catalogers to freely delete materials after this time period has passed, because they have to check in the material before they can delete it to close out the transaction and make sure it is no longer associated with the borrower. If a Cataloger checks in a Lost item to delete it within this time period, they may be unintentionally absolving the user of any Lost fees they owe. If staff are choosing to accept the returned item after this time period, they can still manually waive the Lost billing.	interval of time: # of hours or days	6 months (13) 12 months (6) 36 months (5) 999 months (3) 365 days (2)
Restore overdues on lost item return	Restore overdue fines on lost item return	When Lost charges are added on an account, overdue fines are removed. If you choose True for this setting, Evergreen will restore the overdue fines that were on the account before the material was marked Lost. If you choose False, the previous overdue fines will not be added back to the account when the item is found.	True/False	True (40) False (4)	TRUE
Lost Checkin Generates New Overdues	Enabling this setting causes retroactive creation of not-yet-existing overdue fines on lost item checkin, up to the point of checkin time (or max fines is reached).  This is different than "restore overdue on lost", because it only creates new overdue fines.  Use both settings together to get the full complement of overdue fines for a lost item	Do you want to charge the patron the max amount of fines they would have received if the item had not been marked Lost before the fine max was reached? If this setting is False and the patron later returns a Lost item after many months, Evergreen will only restore overdue fines that were billed during the initial overdue period (e.g. 30 days). If this setting is marked True and the patron later returns the Lost item, Evergreen will generate new overdues for period between the time the item was marked Lost and the date the item was returned, up to the Max Fine value. If you have a long fine period ($0.10 a day/max $15) and a short Mark Lost period (30 days), patrons would never have reached the potential max fine amount before the item was Marked Lost.	True/False	False (13) True (6)	FALSE
Do not change fines/fees on zero-balance LOST transaction	When an item has been marked lost and all fines/fees have been completely paid on the transaction, do not void or reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or circ.void_lost_proc_fee_on_checkin are enabled	If a lost item is returned that has already been paid for, don't make any financial adjustments to the account. The Cardinal default is True to help avoid negative balances on patron accounts. If you offer a refund to a patron that lost a book and then found it later after paying all associated fines, you should choose False. Note: if an item was marked Lost and patron paid the fines already, then Evergreen will not void those fines to create a negative balance.	True/False	True (22)	TRUE
Mark item damaged voids overdues	When an item is marked damaged, overdue fines on the most recent circulation are voided.	If an item is marked damaged and you bill for damaged items, overdue fines will be voided when you mark the item Damaged and assess the damage fees. Similar to when you mark something Lost.	True/False	True (31) False (10)	TRUE
Charge item price when marked damaged	Charge item price when marked damaged	If staff mark something Damaged at check-in, Evergreen will give you the option to bill the last patron. Staff can specify a different amount if the item has already been checked in before marking it as Damaged.	True/False	True (37) False (6)	TRUE
Charge processing fee for damaged items	Charge processing fee for damaged items	List a single, fixed dollar amount if you charge a processing fee for permanently damaged items (that will be removed from the collection).	x dollars	0 (8) 2 (6) 5 (5) 3 (3) 10 (2)
Prohibit negative balance on bills (DEFAULT)	Default setting to prevent negative balances (refunds) on circulation related bills. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time.	Use True in conjunction with the Negative Balance Interval setting (below) to prohibit negative balances after a set period of time. Set to False to allow negative balances for an unlimited period of time (i.e. you will give a refund for voided payments at any time).	True/False	True (21) False (1)	TRUE
Negative Balance Interval (DEFAULT)	Amount of time after which no negative balances (refunds) are allowed on circulation bills. The "Prohibit negative balance on bills" setting must also be set to "true".	Select the period of time during which you will provide a refund to the patron, if you allow refunds for some period of time. Leave blank if you do not offer refunds and chose False for the Prohibit negative balance on bills (above).	interval of time: # of hours or days	12 months (2) 365 days (1) 6 months (1)
Prohibit negative balance on bills for lost materials	Prohibit negative balance on bills for lost materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time.	True will prohibit negative balances at all times or, when used in conjunction with the interval setting (below) to prohibit negative balances after a set period of time. False will allow negative balances for an unlimited period of time (i.e. you will give a refund for the voided lost materials payment at any time, once the item is returned).	True/False	True (17) False (2)
Negative Balance Interval for Lost	Amount of time after which no negative balances (refunds) are allowed on bills for lost/long overdue materials. The "Prohibit negative balance on bills for lost materials" setting must also be set to "true".	If you allow refunds for some period of time, please provide the interval expressed in days or months. Leave blank if you do not offer refunds and selected False in the "Prohibit negative balance on bills for lost materials" setting (above).	interval of time: # of hours or days	6 months (3) 12 months (1) 30 days (1) 365 days (1)	TRUE
Prohibit negative balance on bills for overdue materials	Prevent negative balances (refunds) on bills for overdue materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time.	True will prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time. Set to False to allow negative balances for an unlimited period of time (i.e. you will give a refund for voided overdue payments at any time).	True/False	True (20)	TRUE
Negative Balance Interval for Overdues	Amount of time after which no negative balances (refunds) are allowed on bills for overdue materials. The "Prohibit negative balance on bills for overdue materials" setting must also be set to "true".	Select the period of time during which you will provide a refund to the patron. All systems should have a value. If you allow refunds for some period of time, please provide the interval expressed in days or months. Leave blank if you do not offer refunds and selected False in the "Prohibit negative balance on bills for overdue materials" setting (above).	interval of time: # of hours or days	6 months (2) 365 days (1)
Use Lost and Paid copy status	Use Lost and Paid copy status when lost or long overdue billing is paid		True/False	True (8) False (2)	TRUE

4.3. Cataloging Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Default Classification Scheme	Defines the default classification scheme for new call numbers: 1 = Generic; 2 = Dewey; 3 = LC	Consortium has a default value of Dewey (value: 2), but you can choose something different if you wish	1 = Generic; 2 = Dewey; 3 = LC	2 (3) 3 (1)	2
Default copy status (normal)	Default status when a copy is created using the normal volume/copy creator interface.	Consortium has a default value of "In Process" (value: 5), but you can choose something different if you wish	In Process (5) - see note for more statuses	5 (20)	5
Delete volume with last copy	Automatically delete a volume when the last linked copy is deleted		True/False		TRUE
Upload Default Match Set	Default match set to use during ACQ file upload		51		51
Alert on empty bib records	Alert staff when the last copy for a record is being deleted		True/False		TRUE
Retain empty bib records	Retain a bib record even when all attached copies are deleted		True/False		FALSE
Require staff initials for entry/edit of copy notes.	Appends staff initials and edit date into copy note / item note content..		True/False	True (24) False (1)	TRUE
Vandelay Default Barcode Prefix	Apply this prefix to any auto-generated item barcodes	Relevant to batch importing, these should be reviewed	3 or 4 letters, all CAPS	FOR (1) CUMBER (1) TRAN (1) BRAS (1) POLK (1)
Vandelay Default Call Number Prefix	Apply this prefix to any auto-generated item call numbers	When batch importing: what prefix do you want your materials to have by default?	3 or 4 letters, all CAPS	POLK (1) JOHN (1)
Vandelay Default Circulation Modifier	Default circulation modifier value for imported items	When batch importing: which circulation modifier do you want things to have by default?			BOOK
Vandelay Default Copy Location	Default copy location value for imported items	When batch importing: which shelving location do you want things to be in by default?		2573 (1)
Vandelay Generate Default Barcodes	Auto-generate deault item barcodes when no item barcode is present	When batch importing: If the vendor doesn't supply an item barcode in their record, should Evergreen auto-generate one		True (8)
Vandelay Generate Default Call Numbers	Auto-generate default item call numbers when no item call number is present	When batch importing: Should Evergreen auto-generate a call number?		True (2) False (2)
Temporary barcode prefix		We recommend using the first 4 letters of the library name.		FOR (2) POLK (1) ROC (1) HCPL (1) NEU (1)
Temporary call number prefix		We recommend using the first 4 letters of the library name.		NWACQ (2) ACQ (1) POLK (1) ROC (1) HCPL (1)
GUI: Hide these fields within the Item Attribute Editor	This setting may be best maintained with the dedicated configuration interface within the Item Attribute Editor.  However, here it shows up as comma separated list of field identifiers to hide.	Optional. Probably better to do this through the cataloging interface.		["Quality"] (1) ["Copy Number","Deposit Amount","Deposit?","Fine Level","Quality"] (1) ["Copy Number","Deposit Amount","Deposit?","Floating?","Quality"] (1) ["Circulate as Type","Copy Number","Deposit Amount","Deposit?","Fine Level","Floating?","Quality"] (1)
Courier Code	Courier Code for the library.  Available in transit slip templates as the %courier_code% macro.	All systems should choose a courier code.		FORSYTH (15) NORTHWESTERN (14) BUNCOMBE (14) JOHNSTON (11) BHM (11)
Default circulation modifier		Prevents a blank modifier; we recommend setting one.		BOOK (12) null (1)
Default copy location		Prevents a blank shelving location; we recommend setting one.		3988 (3) 3950 (3) 4733 (2) 2488 (1) 4647 (1)
Record In-House Use: # of uses threshold for Are You Sure? dialog.	In the Record In-House Use interface, a submission attempt will warn if the # of uses field exceeds the value of this setting.			999 (3) 250 (2) 200 (2) 300 (2) 50 (1)	999
Record In-House Use: Maximum # of uses allowed per entry.	The # of uses entry in the Record In-House Use interface may not exceed the value of this setting.			200 (6) 999 (3) 800 (1) 7 (1)	999
Allow funds to be rolled over without bringing the money along	Allow funds to be rolled over without bringing the money along.  This makes money left in the old fund disappear, modeling its return to some outside entity.		True/False	True (8)
Fund Spending Limit for Block	When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked.	Optional		100 (1) 110 (1) null (1)
Fund Spending Limit for Warning	When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will result in a warning to the staff.	Optional		10 (2) 95% (1) 90 (1)
Rollover Distribution Formulae Funds	During fiscal rollover, update distribution formalae to use new funds	Most libraries do not use this setting as it does not allow the granularity of fund distribution that you may need from year to year. For instance, if you order 5 copies, 1 goes to X branch and 2 go to Y branch, that would not be indicated by this setting.	True/False	True (1)

4.4. Holds Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Use Active Date for Age Protection	When calculating age protection rules use the active date instead of the creation date.		True/False		TRUE
Checkout Fills Related Hold	When a patron checks out an item and they have no holds that directly target the item, the system will attempt to find a hold for the patron that could be fulfilled by the checked out item and fulfills it		True/False		TRUE
Default hold shelf expire interval	The amount of time an item will be held on the shelf before the hold expires. For example: "2 weeks" or "5 days"		interval of time: # of days		7 days
Block Renewal of Items Needed for Holds	When an item could fulfill a hold, do not allow the current patron to renew		True/False		TRUE
Block hold request if hold recipient privileges have expired	Circulation: Block hold request if hold recipient privileges have expired	If True: Patron will not be able to place a hold if their privileges have expired	True/False	False (22) True (16)	FALSE
Behind Desk Pickup Supported	If a branch supports both a public holds shelf and behind-the-desk pickups, set this value to true.  This gives the patron the option to enable behind-the-desk pickups for their holds		True/False	False (24) True (3)	FALSE
Hold Shelf Status Delay	The purpose is to provide an interval of time after an item goes into the on-holds-shelf status before it appears to patrons that it is actually on the holds shelf.  This gives staff time to process the item before it shows as ready-for-pickup. Examples: "5 days", "1 hour"		interval of time: # of hours or days	1 hour (14) 3 hours (5) 30 minutes (4) 2 hours (4) 5 minutes (2)	3 hours
Canceled holds/requests display age	Show all canceled entries in patron holds and patron acquisition requests interfaces that were canceled within this amount of time		interval of time: # of hours or days	6 months (13) 30 days (4) 60 days (3) 4 months (2)	1 year
Canceled holds/requests display count	How many canceled entries to show in patron holds and patron acquisition requests interfaces		number	25 (12) 10 (9) 5 (4) 20 (4) 100 1	25
Reset request time on un-cancel	When a hold is uncanceled, reset the request time to push it to the end of the queue	If True: Holds that were un-cancelled or had gone unclaimed on the hold shelf will go to the end of the line when activated again	True/False	True (33) False (4)	TRUE
Expire Alert Interval	Amount of time before a hold expires at which point the patron should be alerted. Examples: "5 days", "1 hour"	This should be set if the Expire Interval setting is set (below).	interval of time: # of hours or days	3 days (21) 7 days (4) 2 days (4) 1 day (3) 4 days 2	3 days
Expire Interval	Amount of time after a hold is placed before the hold expires.  Example "100 days"	Take into account that a patron may place a hold on an On Order item that has not yet been received, after which it may be protected by 6 month age hold protection. How long do you want the hold to stay active before it is cancelled?	interval of time: # of hours or days	180 days (7) 365 days (6) 90 days (3) 6 months (2) 270 days (1)	365 days
Suppress Hold Transits Group	If set to a non-empty value, Hold Transits will be suppressed between this OU and others with the same value. If set to an empty value, transits will not be suppressed.
Suppress Non-Hold Transits Group	If set to a non-empty value, Non-Hold Transits will be suppressed between this OU and others with the same value. If set to an empty value, transits will not be suppressed.
Target copies for a hold even if copy's circ lib is closed IF the circ lib is the hold's pickup lib	If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the actor.org_unit.closed_date table) IF AND ONLY IF the copy's circ lib is the same as the hold's pickup lib.	If True this will attempt to target local copies for holds, even if the branch where the copy is at is closed, before being retargeted elsewhere. Should be set on a branch level rather than system level.		True (205)

4.5. Patron / OPAC Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Allow others to use patron account (privacy waiver)	Add a note to a user account indicating that specified people are allowed to place holds, pick up holds, check out items, or view borrowing history for that user account		True/False	True (1)
Audio Alerts	Use audio alerts for selfcheck events		True/False	True (2)
Pop-up alert for errors	If true, checkout/renewal errors will cause a pop-up window in addition to the on-screen message		True/False	True (5)
Paging shortcut links for OPAC Browse	The characters in this string, in order, will be used as shortcut links for quick paging in the OPAC browse interface. Any sequence surrounded by asterisks will be taken as a whole label, not split into individual labels at the character level, but only the first character will serve as the basis of the search.	Example: 0-9*ABCDEFGHIJKLMNOPQRSTUVWXYZ
Use fully compressed serial holdings	Show fully compressed serial holdings for all libraries at and below the current context unit		True/False	True (4) False (2)
Disable auth requirement for texting call numbers.	Disable authentication requirement for sending call number information via SMS from the OPAC.		True/False	False (1)
Disable Automatic Print Attempt Type List	Disable automatic print attempts from staff client interfaces for the receipt types in this list.  Possible values: "Checkout", "Bill Pay", "Hold Slip", "Transit Slip", and "Hold/Transit Slip".  This is different from the Auto-Print checkbox in the pertinent interfaces in that it disables automatic print attempts altogether, rather than encouraging silent printing by suppressing the print dialog.  The Auto-Print checkbox in these interfaces have no effect on the behavior for this setting.  In the case of the Hold, Transit, and Hold/Transit slips, this also suppresses the alert dialogs that precede the print dialog (the ones that offer Print and Do Not Print as options).			["Checkout","Bill Pay"] (2)	0
Sending email address for patron notices		If you would like your patrons to be able to reply to their email notices, you should supply a value. If you do not supply a value, their responses will be dumped into an unmonitored email address "do-not-reply@nccardinal.net"	(email address)
Offline: Patron Usernames Allowed	During offline circulations, allow patrons to identify themselves with usernames in addition to barcode.  For this setting to work, a barcode format must also be defined		True/False		FALSE
OPAC Inactivity Timeout (in seconds)		The most commonly used setting is "300 seconds", or 5 minutes.	number	300 (10) 900 (5) 2000 (1)	300
Example for day_phone field on patron registration	The Example for validation on the day_phone field in patron registration.			xxx-xxx-xxxx (1)
Idle timeout	If you want staff client windows to be minimized after a certain amount of system idle time, set this to the number of seconds of idle time that you want to allow before minimizing (requires staff client restart).	Number of seconds - most commonly used setting is "500,000" seconds, or over 8,000 hours.	500000	500000 (4) 100000 (2) 9000 (2) 300000 (1) 3600 (1)

4.6. Long Overdue Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Forgive fines when checking out a long-overdue item and copy alert is suppressed?	Controls whether fines are automatically forgiven when checking out an item that has been marked as long-overdue, and the corresponding copy alert has been suppressed.	Long-Overdue settings should mirror your Lost settings, and should be avoided unless you use Long-Overdue.
Long-Overdue Check-In Interval Uses Last Activity Date	Use the long-overdue last-activity date instead of the due_date to determine whether the item has been checked out too long to perform long-overdue check-in processing.  If set, the system will first check the last payment time, followed by the last billing time, followed by the due date.  See also circ.max_accept_return_of_longoverdue
Long-Overdue Items Usable on Checkin	Long-overdue items are usable on checkin instead of going "home" first		True/False	True (2)
Long-Overdue Max Return Interval	Long-overdue check-in processing (voiding fees, re-instating overdues, etc.) will not take place for items that have been overdue for (or have last activity older than) this amount of time			null (2)
Restore Overdues on Long-Overdue Item Return	Restore Overdues on Long-Overdue Item Return		True/False	True (3)
Void long overdue item billing when claims returned	Void long overdue item billing when claims returned
Void long overdue item processing fee when claims returned	Void long overdue item processing fee when claims returned
Void Long-Overdue Item Billing When Returned	Void Long-Overdue Item Billing When Returned		True/False	True (2)
Void Processing Fee on Long-Overdue Item Return	Void Processing Fee on Long-Overdue Item Return		True/False	True (1)
Leave transaction open when long overdue balance equals zero	Leave transaction open when long-overdue balance equals zero.  This leaves the long-overdue copy on the patron record when it is paid
Leave transaction open when lost balance equals zero	Leave transaction open when lost balance equals zero.  This leaves the lost copy on the patron record when it is paid		True/False	False (16)	FALSE
Long-Overdue Materials Processing Fee	Long-Overdue Materials Processing Fee
Void Overdue Fines When Items are Marked Long-Overdue	Void Overdue Fines When Items are Marked Long-Overdue		True/False	False (2) True (1)

4.7. Evergreen Printing Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Item Print Label - Call Number Wrap Filter Height	This setting is used to set the default height (in number of lines) to use for call number wrapping in the left print label.	If you print directly from Evergreen, you should choose a setting.		4 (1)
Item Print Label - Call Number Wrap Filter Width	This setting is used to set the default width (in number of characters) to use for call number wrapping in the left print label.			15 (1)
Item Print Label - Height for Pocket Label	Set the default height for the item print Pocket Label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"
Item Print Label - Height for Spine Label	Set the default height for the item print Spine Label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"			1in  (1)
Item Print Label - Inline CSS	This setting allows you to inject arbitrary CSS into the item print label template.  For example, ".printlabel { text-transform: uppercase; }"			.printlabel {text-align: left; } (1)
Item Print Label - Left Margin for Pocket Label	Set the default left margin for the item print Pocket Label (or in other words, the desired space between the two labels). Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"
Item Print Label - Left Margin for Spine Label	Set the default left margin for the item print Spine Label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"			0.05in (1)
Item Print Label - Width for Pocket Label	Set the default width for the item print Pocket Label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"
Item Print Label - Width for Spine Label	Set the default width for the item print Spine Label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"			1.625in (1)
Item Print Label Font Family	Set the preferred font family for item print labels. You can specify a list of CSS fonts, separated by commas, in order of preference; the system will use the first font it finds with a matching name. For example, "Arial, Helvetica, serif"			Calibri (1)
Item Print Label Font Size	Set the default font size for item print labels. Please include a unit of measurement that is valid CSS. For example, "12pt" or "16px" or "1em"			12pt (1)
Item Print Label Font Weight	Set the default font weight for item print labels. Please use the CSS specification for values for font-weight.  For example, "normal", "bold", "bolder", or "lighter"			bold (1)
Spine and pocket label font family	Set the preferred font family for spine and pocket labels. You can specify a list of fonts, separated by commas, in order of preference; the system will use the first font it finds with a matching name. For example, "Arial, Helvetica, serif".			Arial (5) monospace (1) Calibri (1)	monospace
Spine and pocket label font size	Set the default font size for spine and pocket labels			10 (1) 12 (1) 12pt (1)	10pt
Spine and pocket label font weight	Set the preferred font weight for spine and pocket labels. You can specify "normal", "bold", "bolder", or "lighter".			bold (3) normal (1)	normal
Spine label left margin	Set the left margin for spine labels in number of characters.			0 (3) 0 (1)	0
Spine label line width	Set the default line width for spine labels in number of characters. This specifies the boundary at which lines must be wrapped.			0 (1) 1.625in (1) 8 (1)	8
Spine label maximum lines	Set the default maximum number of lines for spine labels.			4 (1) 9 (1) 5 (1)	9

4.8. Credit Card Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Name default credit processor	This might be "AuthorizeNet", "PayPal", "PayflowPro", or "Stripe".			AuthorizeNet (4) PayPal (1)
Enable AuthorizeNet payments				True (4)
AuthorizeNet login		These settings should be reviewed if credit card payments are enabled.	(AuthorizeNet username)
AuthorizeNet password			(AuthorizeNet password)
AuthorizeNet server	Required if using a developer/test account with AuthorizeNet			null (1)
AuthorizeNet test mode				False (4)
Enable PayflowPro payments	This is NOT the same thing as the settings labeled with just "PayPal."
PayflowPro login/merchant ID	Often the same thing as the PayPal manager login
PayflowPro partner	Often "PayPal" or "VeriSign", sometimes others
PayflowPro password	PayflowPro password
PayflowPro test mode	Do not really process transactions, but stay in test mode - uses pilot-payflowpro.paypal.com instead of the usual host			False (1)
PayflowPro vendor	Often the same thing as the login
Enable PayPal payments				True (1)
PayPal login			(PayPal username)
PayPal password			(PayPal password)
PayPal signature			(PayPal supplied value)
PayPal test mode				False (1)
Enable Stripe payments	Enable Stripe payments			False (1)
Stripe publishable key	Stripe publishable key
Stripe secret key	Stripe secret key

4.9. Cardinal-wide Settings

Color	Description
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Patron Merge Barcode Delete	Delete barcode(s) of subordinate user(s) in a patron merge				FALSE
Patron Merge Deactivate Card	Mark barcode(s) of subordinate user(s) in a patron merge as inactive				TRUE
Patron Registration: Cloned patrons get address copy	In the Patron editor, copy addresses from the cloned user instead of linking directly to the address				TRUE
Patron search diacritic insensitive	Match patron last, first, and middle names irrespective of usage of diacritical marks or spaces. (e.g., Ines will match Inés; de la Cruz will match Delacruz)				TRUE
Require matching email address for password reset requests	Circulation: Require matching email address for password reset requests				TRUE
Specify search depth for the duplicate patron check in the patron editor	When using the patron registration page, the duplicate patron check will use the configured depth to scope the search for duplicate patrons.	This is set to "Cardinal" or "0"			0
Target copies for a hold even if copy's circ lib is closed	If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the actor.org_unit.closed_date table).				TRUE
Patron Login Timeout (in seconds)	Number of seconds of inactivity before the patron is logged out of the selfcheck interface		60 seconds		60
Require Patron Password	Patron must log in with barcode and password at selfcheck station				TRUE
Workstation Required	All selfcheck stations must use a workstation				FALSE
Auto-Override Permitted Hold Blocks (Patrons)	When a patron places a hold that fails and the patron has the correct permission to override the hold, automatically override the hold without presenting a message to the patron and requiring that the patron make a decision to override				FALSE
Jump to details on 1 hit (public)	When a search yields only 1 result, jump directly to the record details page.  This setting only affects the public OPAC				TRUE
Jump to details on 1 hit (staff client)	When a search yields only 1 result, jump directly to the record details page.  This setting only affects the OPAC within the staff client				TRUE
Elbow room	Elbow room specifies how far in the future you must make a reservation on an item if that item will have to transit to reach its pickup location.  It secondarily defines how soon a reservation on a given item must start before the check-in process will opportunistically capture it for the reservation shelf.	This is only applicable if you are using the booking module.			1 day
Skip offline checkin if newer item Status Changed Time.	Skip offline checkin transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time.  WARNING: The Reshelving to Available status rollover will trigger this.				TRUE
Skip offline checkout if newer item Status Changed Time.	Skip offline checkout transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time.  WARNING: The Reshelving to Available status rollover will trigger this.				TRUE
Skip offline renewal if newer item Status Changed Time.	Skip offline renewal transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time.  WARNING: The Reshelving to Available status rollover will trigger this.				TRUE
Staff Login Inactivity Timeout (in seconds)			50000 seconds		50000
Button bar					circ
Default Country for New Addresses in Patron Editor	This is the default Country for new addresses in the patron editor.				US
Default showing suggested patron registration fields	Instead of All fields, show just suggested fields in patron registration by default.				TRUE
Format Date+Time with this pattern	Format Date+Time with this pattern (examples: "yy-MM-dd h:m:s.SSS a" for "16-04-05 2:07:20.666 PM", "yyyy-dd-MMM HH:mm" for "2016-05-Apr 14:07").  This will be used in areas of the client where a date with a timestamp is needed, like Checkout, Due Date, or Record Created.				MM/dd/yyyy
Format Dates with this pattern	Format Dates with this pattern (examples: "yyyy-MM-dd" for "2010-04-26", "MMM d, yyyy" for "Apr 26, 2010").  This will be used in areas where a date without a timestamp is sufficient, like Date of Birth.				MM/dd/yyyy
Patron circulation summary is horizontal					TRUE
Require county field on patron registration	The county field will be required on the patron registration screen.				TRUE
Require email field on patron registration	The email field will be required on the patron registration screen.				TRUE
Require evening_phone field on patron registration	The evening_phone field will be required on the patron registration screen.				FALSE
Require State field on patron registration	The State field will be required on the patron registration screen.				TRUE
Show alert_message field on patron registration	The alert_message field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show alias field on patron registration	The alias field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				FALSE
Show calendar widget for dob field on patron registration	If set the calendar widget will appear when editing the dob field on the patron registration form.				TRUE
Show claims_never_checked_out_count field on patron registration	The claims_never_checked_out_count field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				FALSE
Show claims_returned_count field on patron registration	The claims_returned_count field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				FALSE
Show county field on patron registration	The county field will be shown on the patron registration screen				TRUE
Show dob field on patron registration	The dob field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show email field on patron registration	The email field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show evening_phone field on patron registration	The evening_phone field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show ident_value field on patron registration	The ident_value field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show ident_value2 field on patron registration	The ident_value2 field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				FALSE
Show juvenile field on patron registration	The juvenile field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show second_given_name field on patron registration	The second_given_name field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show State field on patron registration	The State field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Show suffix field on patron registration	The suffix field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
Suggest alert_message field on patron registration	The alert_message field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest alias field on patron registration	The alias field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				FALSE
Suggest day_phone field on patron registration	The day_phone field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest dob field on patron registration	The dob field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest email field on patron registration	The email field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest evening_phone field on patron registration	The evening_phone field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest ident_value field on patron registration	The ident_value field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest ident_value2 field on patron registration	The ident_value2 field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				FALSE
Suggest juvenile field on patron registration	The juvenile field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				FALSE
Suggest master_account field on patron registration	The master_account field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				FALSE
Suggest other_phone field on patron registration	The other_phone field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest second_given_name field on patron registration	The second_given_name field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Suggest suffix field on patron registration	The suffix field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Work Log: Maximum Actions Logged	Maximum entries for "Most Recent Staff Actions" section of the Work Log interface.				100
Work Log: Maximum Patrons Logged	Maximum entries for "Most Recently Affected Patrons..." section of the Work Log interface.				100
GUI: Juvenile account requires parent/guardian	Require a value for the parent/guardian field in the patron editor for patrons marked as juvenile				TRUE
GUI: Show guardian field on patron registration	The guardian field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.				TRUE
GUI: Suggest guardian field on patron registration	The guardian field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.				TRUE
Default Record Match Set		This is set to Cardinal match for consistency between records.	51		51
Regex for email field on patron registration	The Regular Expression for validation on the email field in patron registration.	To implement, submit a help ticket at: https://nccardinalsupport.org/index.php?pg=request or email: help@nccardinalsupport.org

4.10. Settings to Avoid

Color	Description
	Setting not recommended.
	Optional setting.
	Setting has Cardinal default value but systems can choose differently.
	There is a Cardinal default value and there should be no other value chosen for this setting.

Label	Description	Recommendations / Comments	Acceptable Values	Counts in Cardinal as of January 2022 (value then count)	NC Cardinal
Checkout auto renew age	When an item has been checked out for at least this amount of time, an attempt to check out the item to the patron that it is already checked out to will simply renew the circulation	This setting should be avoided.
Checkout Fills Related Hold On Valid Copy Only	When filling related holds on checkout only match on items that are valid for opportunistic capture for the hold. Without this set a Title or Volume hold could match when the item is not holdable. With this set only holdable items will match.	This setting should be avoided.		true 13
Claim Return: Mark copy as missing	When a circ is marked as claims-returned, also mark the copy as missing	This setting should be avoided. If chosen, True is the recommended value.		true 6
Clear hold when other patron checks out item	Default to cancel the hold when patron A checks out item on hold for patron B.	This setting should be avoided.
Display copy alert for in-house-use	Display copy alert for in-house-use	This setting should be avoided.
Forgive fines when checking out a lost item and copy alert is suppressed?	Controls whether fines are automatically forgiven when checking out an item that has been marked as lost, and the corresponding copy alert has been suppressed.	This setting should be avoided.
Load patron from Checkout	When scanning barcodes into Checkout auto-detect if a new patron barcode is scanned and auto-load the new patron.	This setting should be avoided and is no longer relevant.		true 1
Maximum visible age of User Trigger Events in Staff Interfaces	If this is unset, staff can view User Trigger Events regardless of age. When this is set to an interval, it represents the age of the oldest possible User Trigger Event that can be viewed.	This setting should be avoided as it does not currently work.
Minimum Transit Checkin Interval	In-Transit items checked in this close to the transit start time will be prevented from checking in	This setting should be avoided.
Patron Merge Address Delete	Delete address(es) of subordinate user(s) in a patron merge	This setting should be avoided.		true 2 false 1
Permission groups exempt from item deposit fees	List of the numeric IDs of permission groups who should not be charged item deposit fees. Example: [3]	This setting should be avoided.
Permission groups exempt from item rental fees	List of the numeric IDs of permission groups who should not be charged item rental fees. Example: [3]	Similar to the deposit fees setting. Most libraries do not use.
Printing: Custom Javascript File	Full URL path to a Javascript File to be loaded when printing. Should implement a print_custom function for DOM manipulation. Can change the value of the do_print variable to false to cancel printing.	Most libraries do not use.
Suppress popup-dialogs during check-in.	Circ: Suppress popup-dialogs during check-in.	This setting should be avoided.		false 5
Truncate fines to max fine amount		This setting is covered by your circulation policies, and there is no need to set here.		true 6
Workstation OU fallback for staff-placed holds	For staff-placed holds, in the absence of a patron preferred pickup location, fall back to using the staff workstation OU (rather than patron home OU)	This setting should be avoided.
Claim Return Copy Status	Claims returned copies are put into this status.  Default is to leave the copy in the Checked Out status	This setting should be avoided; claims returned copies should already be in checked out status.		1 10 4 2 4 1
Library time zone	Define the time zone in which a library physically resides. Examples: America/Toronto, America/Chicago, America/Los_Angeles, America/Vancouver, Europe/Prague. See Wikipedia for a <a href="https://en.wikipedia.org/wiki/List_of_tz_database_time_zones" target="_blank">complete list</a> (Note: Only use "canonical" timezones).	Evergreen has a default setting, no need to set this one.
Pre-cat Item Circ Lib	Override the default circ lib of "here" with a pre-configured circ lib for pre-cat items.  The value should be the "shortname" (aka policy name) of the org unit	This setting should be avoided.
Telephony: Arbitrary line(s) to include in each notice callfile	This overrides lines from opensrf.xml. Line(s) must be valid for your target server and platform (e.g. Asterisk 1.4).	This setting should be avoided.
Block copy checkout status	List of copy status IDs that will block checkout even if the generic COPY_NOT_AVAILABLE event is overridden	This setting is not currently used.
Selfcheck override events list	List of checkout/renewal events that the selfcheck interface should automatically override instead instead of alerting and stopping the transaction
Best-hold selection sort order	Defines the sort order of holds when selecting a hold to fill using a given copy at capture time	This setting is currently being reviewed by the Cardinal team.
Clear shelf copy status	Any copies that have not been put into reshelving, in-transit, or on-holds-shelf (for a new hold) during the clear shelf process will be put into this status.  This is basically a purgatory status for copies waiting to be pulled from the shelf and processed by hand	Evergreen has a default setting, invalid for choosing individually.		7 13 8 9 0 1	7
Default Estimated Wait	When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the default estimated length of time to assume an item will be checked out. Examples: "3 weeks", "7 days"	This setting should be avoided.
FIFO	Force holds to a more strict First-In, First-Out capture	False is the Cardinal setting.		false 6	FALSE
Hard boundary		This setting is decided by the Resource Sharing agreement. Migrating libraries have a setting to avoid resource sharing, otherwise value in this case should be 1.		0 20 null 4 2 3 1 1	0
Hard stalling interval		This setting is currently being reviewed by the Cardinal team.
Has Local Copy Alert	If there is an available copy at the requesting library that could fulfill a hold during hold placement time, alert the patron	This setting should be avoided. If it is chosen, True should be used.		true 2
Has Local Copy Block	If there is an available copy at the requesting library that could fulfill a hold during hold placement time, do not allow the hold to be placed	This setting should be avoided.
Max foreign-circulation time	Time a copy can spend circulating away from its circ lib before returning there to fill a hold (if one exists there)	This setting should be avoided.		6 months 1	6 months
Maximum library target attempts	When this value is set and greater than 0, the system will only attempt to find a copy at each possible branch the configured number of times	This setting is currently being reviewed by the Cardinal team.		5 1
Maximum number of duplicate holds allowed.	Maximum number of duplicate title or metarecord holds allowed per patron.	This setting should be avoided. (newly possible and unresearched)		10 2
Minimum Estimated Wait	When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the minimum estimated length of time to assume an item will be checked out. Examples: "1 week", "5 days"	This setting should be avoided.
Org Unit Target Weight	Org Units can be organized into hold target groups based on a weight.  Potential copies from org units with the same weight are chosen at random.	This setting is currently being reviewed by the Cardinal team.
Skip For Hold Targeting	When true, don't target any copies at this org unit for holds	This setting is decided by the Resource Sharing agreement.		false 48 true 17
Soft boundary		This setting is currently being reviewed by the Cardinal team.		0 2	0
Soft stalling interval	How long to wait before allowing remote items to be opportunistically captured for a hold.  Example "5 days"	This setting is currently being reviewed by the Cardinal team.		7 days 1	7 days
Use weight-based hold targeting	Use library weight based hold targeting	This setting is currently being reviewed by the Cardinal team.
Maximum Item Price	When charging for lost items, limit the charge to this as a maximum.	This setting is not currently used.
Minimum Item Price	When charging for lost items, charge this amount as a minimum.	This setting is not currently used.
Default copy status (fast add)	Default status when a copy is created using the "Fast Add" interface.	This setting should be avoided.		5 20 0 1	5
Default Merge Profile (Z39.50 and Record Buckets)	Default merge profile to use during Z39.50 imports and record bucket merges	This setting should be avoided.
Defines the control number identifier used in 003 and 035 fields.	Cat: Defines the control number identifier used in 003 and 035 fields.	This setting should be avoided.		CARDINAL 5	CARDINAL
Delete bib if all copies are deleted via Acquisitions lineitem cancellation.	CAT: Delete bib if all copies are deleted via Acquisitions lineitem cancellation.	We do not recommend choosing a setting. This may be related to a known bug in Cardinal. If chosen, True is the most commonly chosen option.		true 9
Maximum Parallel Z39.50 Batch Searches	The maximum number of Z39.50 searches that can be in-flight at any given time when performing batch Z39.50 searches	This setting is not currently used.
Maximum Z39.50 Batch Search Results	The maximum number of search results to retrieve and queue for each record + Z39 source during batch Z39.50 searches	This setting is not currently used.
Custom CSS for the OPAC	Custom CSS for the OPAC	This setting is not currently used.
Enable Digital Bookplate Search	If enabled, adds a "Digital Bookplate" option to the query type selectors in the public catalog for search on copy tags.	We do not recommend using this setting. If you choose to, most libraries choose True.		true 4
OPAC: Number of staff client saved searches to display on left side of results and record details pages	If unset, the OPAC (only when wrapped in the staff client!) will default to showing you your ten most recent searches on the left side of the results and record details pages.  If you actually don't want to see this feature at all, set this value to zero at the top of your organizational tree.	Cardinal level decision
OPAC: Org Unit is not a hold pickup library	If set, this org unit will not be offered to the patron as an option for a hold pickup location.  This setting has no affect on searching or hold targeting	Cardinal level decision		false 18 true 15
Org Unit Hiding Depth	This will hide certain org units in the public OPAC if the Physical Location (url param "physical_loc") for the OPAC inherits this setting.  This setting specifies an org unit depth, that together with the OPAC Physical Location determines which section of the Org Hierarchy should be visible in the OPAC.  For example, a stock Evergreen installation will have a 3-tier hierarchy (Consortium/System/Branch), where System has a depth of 1 and Branch has a depth of 2.  If this setting contains a depth of 1 in such an installation, then every library in the System in which the Physical Location belongs will be visible, and everything else will be hidden.  A depth of 0 will effectively make every org visible.  The embedded OPAC in the staff client ignores this setting.	This setting is not currently used.		null 1
Show Owning Lib in Items Out	If enabled, the Owning Lib will be shown in the Items Out display. This may assist in requesting additional renewals	This setting is not currently used.
Content of alert_text include	Text to be inserted into Print Templates in place of {{includes.alert_text}}	This setting is not currently used.
Content of header_text include	Text to be inserted into Print Templates in place of {{includes.header_text}}	This setting is not currently used.
Content of notice_text include	Text to be inserted into Print Templates in place of {{includes.notice_text}}	This setting is not currently used.
booking.allow_email_notify	Permit email notification when a reservation is ready for pickup.	Not applicable. Patrons cannot currently use the booking module.
Initial status for received items	Allows staff to designate a custom copy status on received lineitems.  Default status is "In Process".	Evergreen decides the initial status automatically - this setting should be avoided.		5 2
Set copy creator as receiver	When receiving a copy in acquisitions, set the copy "creator" to be the staff that received the copy	This setting should be avoided.		true 5 false 3
Upload Activate PO	Activate the purchase order by default during ACQ file upload	This should not be set. This should be decided on a secondary basis.		false 8 true 1
Upload Create PO	Create a purchase order by default during ACQ file upload	Evergreen completes this operation automatically - this setting is outdated.		true 7 false 1
Upload Default Insufficient Quality Fall-Thru Profile	Default low-quality fall through profile used during ACQ file upload	This setting should be avoided.
Upload Default Merge Profile	Default merge profile to use during ACQ file upload	"Match only merge" is set for Cardinal.		126 1
Upload Default Min. Quality Ratio	Default minimum quality ratio used during ACQ file upload	This setting should be avoided.
Upload Default Provider	Default provider to use during ACQ file upload	Most libraries have several providers, so we do not recommend setting a default.		493 1
Upload Import Non Matching by Default	Import non-matching records by default during ACQ file upload	This should not be set. This should be decided on an import case by case basis.		true 4
Upload Load Items for Imported Records by Default	Load items for imported records by default during ACQ file upload	This should not be set. This should be decided on an import case by case basis.		false 3 true 3
Upload Merge on Best Match by Default	Merge records on best match by default during ACQ file upload	This setting should be avoided.		true 4
Upload Merge on Exact Match by Default	Merge records on exact match by default during ACQ file upload	This setting should be avoided.
Upload Merge on Single Match by Default	Merge records on single match by default during ACQ file upload	This setting should be avoided.		true 1
Default display grouping for serials distributions presented in the OPAC.	Default display grouping for serials distributions presented in the OPAC. This can be "enum" or "chron".	This setting is not currently used.		chron 3 enum 1
Previous Issuance Copy Location	When a serial issuance is received, copies (units) of the previous issuance will be automatically moved into the configured shelving location	This setting is not currently used.		3984 1 2540 1 3174 1
Allow multiple username changes	If enabled (and Lock Usernames is not set) patrons will be allowed to change their username when it does not look like a barcode. Otherwise username changing in the OPAC will only be allowed when the patron's username looks like a barcode.	This may incur a security issue if chosen.		true 1
Password format	Regular expression defining the password format.  Note: Be sure to update the update_password_msg.tt2 TPAC template with a user-friendly description of your password strength requirements.	This may incur a security issue if chosen.		^.{4,}$ 7	^.{4,}$
Global Default Locale		This setting is not currently used.
Lock Usernames	If enabled username changing via the OPAC will be disabled	This setting is not currently used.
Patron barcode format	Regular expression defining the patron barcode format	This may incur a security issue if chosen.
Patron username format	Regular expression defining the patron username format, used for patron registration and self-service username changing only	This may incur a security issue if chosen.
Maximum concurrently active self-serve password reset requests	Prevent the creation of new self-serve password reset requests until the number of active requests drops back below this number.	This may incur a security issue if chosen.		300 2
Maximum concurrently active self-serve password reset requests per user	When a user has more than this number of concurrently active self-serve password reset requests for their account, prevent the user from creating any new self-serve password reset requests until the number of active requests for the user drops back below this number.	This may incur a security issue if chosen.		10 2
Obscure the Date of Birth field	When true, the Date of Birth column in patron lists will default to Not Visible, and in the Patron Summary sidebar the value will display as <Hidden> unless the field label is clicked.	This may incur a security issue if chosen.		false 7
Patron Opt-In Boundary	This determines at which depth above which patrons must be opted in, and below which patrons will be assumed to be opted in.	This setting is not currently used.
Patron Opt-In Default	This is the default depth at which a patron is opted in; it is calculated as an org unit relative to the current workstation.	This setting is not currently used.
Persistent Login Duration	How long a persistent login lasts.  E.g. '2 weeks'	This setting is not currently used.
Restrict patron opt-in to home library and related orgs at specified depth	Patrons at this library can only be opted-in at org units which are within the library's section of the org tree, at or below the depth specified by this setting. They cannot be opted in at any other libraries.	This setting is not currently used.
Self-serve password reset request time-to-live	Length of time (in seconds) a self-serve password reset request should remain active.	This may incur a security issue if the time interval is too large.		3600 4
Cap results in Patron Search at this number.	So for example, if you search for John Doe, normally you would get at most 50 results.  This setting allows you to raise or lower that limit.	This setting is not currently used.		50 8 100 1
Default Hotkeyset	Default Hotkeyset for clients (filename without the .keyset).  Examples: Default, Minimal, and None	This setting is not currently used.
Deprecated: Format Times with this pattern.	GUI: Format Times with this pattern (examples: "h:m:s.SSS a z" for "2:07:20.666 PM Eastern Daylight Time", "HH:mm" for "14:07")	This setting is not currently used.		HH:mm 2
Disable the ability to save list column configurations locally.	GUI: Disable the ability to save list column configurations locally.  If set, columns may still be manipulated, however, the changes do not persist.  Also, existing local configurations are ignored if this setting is true.	This setting is not currently used.		false 5
Example dob field on patron registration	The Example for validation on the dob field in patron registration.	This setting is not currently used.
Example for email field on patron registration	The Example for validation on the email field in patron registration.	This setting is not currently used.
Example for evening_phone field on patron registration	The Example for validation on the evening_phone field in patron registration.	This setting is not currently used.
Example for other_phone field on patron registration	The Example for validation on the other_phone field in patron registration.	This setting is not currently used.
Example for phone fields on patron registration	The Example for validation on phone fields in patron registration. Applies to all phone fields without their own setting.	This setting is not currently used.		null 1
Example for post_code field on patron registration	The Example for validation on the post_code field in patron registration.	This setting is not currently used.
GUI: Enable Experimental Angular Staff Catalog	Display an entry point in the browser client for the experimental Angular staff catalog.	This setting is not currently used.
Horizontal layout for Volume/Copy Creator/Editor.	The main entry point for this interface is in Holdings Maintenance, Actions for Selected Rows, Edit Item Attributes / Call Numbers / Replace Barcodes.  This setting changes the top and bottom panes for that interface into left and right panes.	This setting is not currently used.
Items Out Claims Returned display setting	Value is a numeric code, describing: A. In which tab ("Items Checked Out", or "Other/Special Circulations") the circulation should appear while checked out, and B. Whether the circulation should continue to appear in the "Other" tab when checked in with oustanding fines.  1 = (A) "Items", (B) "Other".  2 = (A) "Other", (B) "Other".  5 = (A) "Items", (B) do not display.  6 = (A) "Other", (B) do not display.	This setting is not currently used.		2 19	2
Items Out Long-Overdue display setting	Value is a numeric code, describing: A. In which tab ("Items Checked Out", or "Other/Special Circulations") the circulation should appear while checked out, and B. Whether the circulation should continue to appear in the "Other" tab when checked in with oustanding fines.  1 = (A) "Items", (B) "Other".  2 = (A) "Other", (B) "Other".  5 = (A) "Items", (B) do not display.  6 = (A) "Other", (B) do not display.	This setting is not currently used.		2 3
Items Out Lost display setting	Value is a numeric code, describing: A. In which tab ("Items Checked Out", or "Other/Special Circulations") the circulation should appear while checked out, and B. Whether the circulation should continue to appear in the "Other" tab when checked in with oustanding fines.  1 = (A) "Items", (B) "Other".  2 = (A) "Other", (B) "Other".  5 = (A) "Items", (B) do not display.  6 = (A) "Other", (B) do not display.	This setting is not currently used.		2 16 6 2 5 1 1 1	2
Max user activity entries to retrieve (staff client)	Sets the maxinum number of recent user activity entries to retrieve for display in the staff client.  0 means show none, -1 means show all.  Default is 1.	We do not recommend setting a limit on the number of entries.
Maximum payment amount allowed.	The payment amount in the Patron Bills interface may not exceed the value of this setting.	Most libraries do not currently use this setting.		1000 1
Payment amount threshold for Are You Sure? dialog.	In the Patron Bills interface, a payment attempt will warn if the amount exceeds the value of this setting.	This setting is not currently used.
Suggest active field on patron registration	The active field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.	This setting is not currently used.
Regex for barcodes on patron registration	The Regular Expression for validation on barcodes in patron registration.	This setting is not currently used.
Regex for day_phone field on patron registration	The Regular Expression for validation on the day_phone field in patron registration. Note: The first capture group will be used for the "last 4 digits of phone number" feature, if enabled. Ex: "[2-9]\d{2}-\d{3}-(\d{4})( x\d+)?" will ignore the extension on a NANP number.	This setting is not currently used.
Regex for evening_phone field on patron registration	The Regular Expression for validation on the evening_phone field in patron registration.	This setting is not currently used.
Regex for other_phone field on patron registration	The Regular Expression for validation on the other_phone field in patron registration.	This setting is not currently used.
Regex for phone fields on patron registration	The Regular Expression for validation on phone fields in patron registration. Applies to all phone fields without their own setting. NOTE: See description of the day_phone regex for important information about capture groups with it.	This setting is not currently used.
Regex for post_code field on patron registration	The Regular Expression for validation on the post_code field in patron registration.	This setting is not currently used.
require ident_value field on patron registration	The ident_value field will be required on the patron registration screen.	This setting is not currently used.
Require other_phone field on patron registration	The other_phone field will be required on the patron registration screen.	This setting is not currently used.
Require prefix field on patron registration	The prefix field will be required on the patron registration screen.	This setting is not currently used.
Show active field on patron registration	The active field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.	This setting is not currently used.
Show barred field on patron registration	The barred field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.	This setting is not currently used.
Show master_account field on patron registration	The master_account field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.	This setting is not currently used.
Show other_phone field on patron registration	The other_phone field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.	This setting is not currently used.
Show prefix field on patron registration	The prefix field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.	This setting is not currently used.
Suggest barred field on patron registration	The barred field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.	This setting is not currently used.
Suggest claims_never_checked_out_count field on patron registration	The claims_never_checked_out_count field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.	This setting is not currently used.
Suggest claims_returned_count field on patron registration	The claims_returned_count field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.	This setting is not currently used.
Suggest prefix field on patron registration	The prefix field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.	This setting is not currently used.
Toggle off the patron summary sidebar after first view.	When true, the patron summary sidebar will collapse after a new patron sub-interface is selected.	This setting is not currently used.		false 12 true 10
Uncheck bills by default in the patron billing interface	Uncheck bills by default in the patron billing interface, and focus on the Uncheck All button instead of the Payment Received field.	Defunct setting to be applied before Evergreen angular version updates.		true 2 false 2	TRUE
Unified Volume/Item Creator/Editor	If true combines the Volume/Copy Creator and Item Attribute Editor in some instances.	No longer applies in our version of Evergreen, as Webby is unified.		true 18 false 9	TRUE
URL for remote directory containing list column settings.	GUI: URL for remote directory containing list column settings.  The format and naming convention for the files found in this directory match those in the local settings directory for a given workstation.  An administrator could create the desired settings locally and then copy all the tree_columns_for_* files to the remote directory.	This setting is not currently used.
Maximum redirect lookups	For URLs returning 3XX redirects, this is the maximum number of redirects we will follow before giving up.	This setting is not currently used.
Maximum wait time (in seconds) for a URL to lookup	If we exceed the wait time, the URL is marked as a "timeout" and the system moves on to the next URL	This setting is not currently used.
Number of seconds to wait between URL test attempts.	Throttling mechanism for batch URL verification runs.  Each running process will wait this number of seconds after a URL test before performing the next.	This setting is not currently used.
Number of URLs to test in parallel	URLs are tested in batches.  This number defines the size of each batch and it directly relates to the number of back-end processes performing URL verification.	This setting is not currently used.
OneClickdigital Base URI	Base URI for OneClickdigital API (defaults to https://api.oneclickdigital.com/v1). Using HTTPS here is strongly encouraged.	OneClick is defunct
OneClickdigital Basic Token	Basic token for client authentication with OneClickdigital API (supplied by OneClickdigital)	OneClick is defunct
OneClickdigital Library ID	Identifier assigned to this library by OneClickdigital	OneClick is defunct
Do not include outstanding Claims Returned circulations in lump sum tallies in Patron Display.	In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button.  This setting will prevent Claims Returned circulations from counting toward these tallies.		True/False	True (36) False (5)	TRUE
Include Lost circulations in lump sum tallies in Patron Display.	In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button.  This setting will include Lost circulations as counting toward these tallies.		True/False	True (29) False (6)	TRUE

5.1. Setting Regular Library Hours

Library Hours of Operation

This section describes both everyday closures and specific details suitable for school and academic libraries that operate on a term or semester system. Hours of Operation is for regular, weekly hours. Holiday and other closures are set in the Closed Dates Editor. Both hours of operation and closed dates impact due dates and fine accrual.

Setting regular library hours

You may set your Hours of Operation in the Administration menu under Server Administration. From the Server Administration splash page, select Organizational Units. Navigate to the Hours of Operations tab.

1. Click on your desired library branch.
2. Select the Hours of Operation tab.
3. Change the appropriate open or close time.
4. Click the Save button.

5.2. Closed Dates and Holidays

Closed Dates Editor

Holiday and other closures that deviate from the standard hours of operation are set in the Closed Dates Editor. Both hours of operation and closed dates impact due dates and fine accrual.

These dates are in addition to your regular weekly closed days. Both regular closed days and those entered in the Closed Dates Editor affect due dates and fines:

Closed dates do not affect the processing delays for Action/Triggers. For example, if your library has a trigger event that marks items as lost after 30 days, that 30 day period will include both open and closed dates.

Note:  By default, creating a closed date for a parent organizational unit (system) does not also close the child units (branches), unless you check the Apply to all of my libraries option.

5.3. Create An Emergency Closing

Creating an Emergency Closing

The Closed Dates Editor includes an Emergency Closing feature that allows libraries to shift due dates and expiry dates to the next open day. Overdue fines will be automatically voided for the day(s) the library is marked closed. Once an Emergency Closing is processed, it is permanent and cannot be rolled back. The required EMERGENCY_CLOSING permission is granted to Branch and System Administrators. 

The Emergency Closing feature is located within the Closed Dates Editor screen, which can be accessed via the Administration menu. Select Local Administration. From the Local Administration splash page, select Closed Dates Editor.

Within the closed dates editor screen, scheduled closed dates are listed and can be scoped by specific org unit and date. The date filter in the upper right-hand corner will show upcoming library closings on or after the selected date in the filter.

Select Add Closing to begin the emergency closing process. A pop-up will appear with fields to fill out. Click the checkbox for "Emergency." When that box is clicked, the "Process Immediately" option will become available. 

When selecting the Process Immediately checkbox, Evergreen will enact the Emergency Closing changes immediately once the Emergency Closed Date information is saved. If Process Immediately is not selected at the time of creation, staff will need to go back and edit the closing later, or the Emergency processing will not occur.

NOTE:The Emergency checkbox must be manually selected in order to actually set the closing as an Emergency Closing.

In addition to selecting the Emergency check box, fill out the following fields:

• Library - Using the dropdown window, select the org unit which will be closing.
• Apply to all of my libraries - When selected, this checkbox will apply the emergency closing date to the selected org unit and any associated child org unit(s).
• Closing Type - The following Closing Type options are available in a drop down window:
  • One full day 
  • Multiple days 
  • Detailed closing
• Reason - Label the reason for library closing accordingly, for example "Snow Day".

The Multiple days and Detailed closing options will display different date options in the next field if selected.

NOTE: The Closed Dates editor is date-aware. If a selected closed date is either in the past, or nearer in time than the end of the longest configured circulation period, staff will see a notification that says "Possible Emergency Closing" in both the dialog box and in the bottom right-hand corner.

By selecting the Emergency checkbox, the system will void any overdue fines incurred for that emergency closed day or days and push back any of the following dates to the next open day as determined by the library’s settings for the following:

• item due dates 
• shelf expire times 
• booking start times

Upon clicking OK, a progress bar will appear on-screen. After completion, the Closed Dates Editor screen will update, and under the Emergency Closing Processing Summary column, the number of affected/processed Circulations, Holds, and Reservations will be listed.

Editing Closing to process Emergency Closing

If Process immediately is not selected during an Emergency Closing event creation, staff will need to edit the existing Emergency Closing event and process the affected items.

In the Closed Dates Editor screen, select the existing Emergency Closing event listed. Then, go to the Actions menu and select Edit closing.

A pop-up display will appear with the same format as creating a Closed Dates event with the Emergency checkbox already checked and the Process Immediately check box un-checked. Select the Process immediately checkbox, and then OK. A progress bar will appear on-screen, the Emergency Closing processing will occur, and the Closed Dates Editor display will update with information about the affected items.

5.4. Fines and Unexpected Closings

Adjusting Fines for Unexpected Closings

In Evergreen, fines are generated for each day in the early morning hours of the day they are owed. For example, fines owed for January 25th are billed the morning of January 25th by the automated fine generator, but are dated January 24th @ 11:59 pm. This means that the library fines for the day are already billed by the time the library opens. If the library is scheduled to be open normally and then closes early for bad weather or other unexpected causes, any fines for that day will already have been billed. This is why backdating checkins to the library’s last regular open day after a weather-related closing can be a useful option to resolve fines once the library reopens. If fines are billed that library leadership would like to have removed from patrons’ accounts due to an unexpected closing, staff can void fines for individual dates using the Full Details screen in the bill tab on the patron account.

Before an anticipated weather-related closing based on the forecast, Branch Admins and above can make changes in the Closed Dates Editor to mark a future date as closed for weather, which means that fines will not be generated for patrons on the indicated future date.

Evergreen now has an Emergency Closing option that will automatically extend existing circulation, booking due dates, and hold shelf expiration times, so long as the Emergency and Process Immediately boxes are checked.

5.5. Fines and Grace Days

What are Grace Days?

Evergreen counts each billing cycle as the 24-hour period from midnight to 11:59:59 pm for each calendar day when calculating fines. Overdue fines will begin accumulating after a full day has elapsed. This means that if you check in or renew an item the day after it is due (but before that 24-hour period has completed), the patron will not be charged an overdue fine for that single day, even if your circulation policy does not allow for any grace days.

To illustrate, say a patron has an item that is due on 02/18/2025. It is technically actually due by 11:59:59 pm on 02/18/2025. At 12:00 am on 02/19/2025, the item will be marked as overdue in the patron's account. However, the overdue fine will not be assessed until 11:59:59 pm on 02/19/2025. If the patrons returns or renews the item at, say, 10:46 am on 02/19/2025, the patron will not be charged an overdue fine.

If the patron does not return or renew the item before 11:59:59 pm on 02/19/2025, the fine generator (which runs all day around the clock) will apply the fine at that time.

It must be noted that this only applies to the first 24-hour period after an item is due. This initial 24-hour period is functionally similar to a grace day in that if a patron returns an item less than one day after that first 24-hour period, the full amount of the fines owed from the due date until the checkin date are billed to the patron.

As an example, say an overdue fine for a single day is $.25. A patron has an item that is due by 11:59:59 pm on 02/18/2025. The patron does not return the item until 9:31 am on 02/20/2025. The patron would then be charged $.50, rather than $.25, even though it has not been a full 48 hours since the time the item was due.

Practically speaking, this basically means that Evergreen has its own built in "grace day," so when looking at the number of grace days in a circulation policy, it would be more accurate to add 1 to the number of days listed.

Grace Days Are Calendar Days by Default

In Evergreen, the default is that library closed dates are counted as grace days, since the patron could theoretically return the item in the bookdrop on the day the library is closed.

Extending Grace Periods to Ignore Closed Dates

Many libraries only want their open dates to count as grace days. To accomplish this, they can choose to select TRUE for the library setting Auto-Extend Grace Periods: When enabled grace periods will auto-extend. By default, this will be only when the grace period is a full day or more and ends on a closed date, though other options can alter this.

Two other options allow the grace days to be extended to differing degrees.

• Auto-Extending Grace Periods Extend For All Closed Dates: If enabled and when the above setting Auto-Extend Grace Periods is set to TRUE, grace periods will extend past all closed dates that intersect (within hard-coded limits), i.e."grace periods can only be consumed by open dates".
  
• Auto-Extending Grace Periods Include Trailing Closed Dates: If enabled and when the above setting Auto-Extend Grace Periods is set to TRUE, a grace period will include closed dates that directly follow the last day of the grace period. A backdated checkin with effective date on the closed dates will assume the item is returned after hours on the last day of the grace period.

Example: A library permits 1 grace day for the patron to return or renew an item (Evergreen default). A patron's item is due on Friday. The library is open on Saturday, closed on Sunday and Monday, open on Tuesday. The patron returns the item on the following Thursday.

Auto-Extending Grace Periods Extend For All Closed Dates

Since the library is open on Saturday, that counts as the patron's grace day. If the patron does not return or renew the item by the time the library closes on Saturday, the patron will be billed for Saturday's overdue fine on Sunday morning and subsequent days as follows.

If fines are not charged for closed dates (as determined by library setting: Charge fines on overdue circulations when closed), the late fee accrued for Saturday will be billed Sunday morning, but no fines billed for Sunday or Monday. Then, the patron account will be billed on Tuesday, Wednesday, and Thursday (in the early morning hours) for each day's overdue fines.

If fines are charged for closed dates (as determined by library setting: Charge fines on overdue circulations when closed), the patron will be billed for Saturday and Sunday in the early hours of Sunday and for each day thereafter, through Thursday's return date.

Auto-Extending Grace Periods Include Trailing Closed Dates

Since the library is open on Saturday, that counts as the patron's grace day. However, since the library is closed on Sunday and Monday, these trailing closed dates (immediately following the grace day) mean that the patron's grace period is extended through all the closed dates and patron would not be billed Sunday morning for Saturday's overdue fine.

If the patron returned the item in the bookdrop before the library opens on Tuesday morning, and staff backdate the checkin, the patron would not be charged a fine for Saturday at all. Since our example patron does not return the item until Thursday, the patron is billed fines for the grace days on Tuesday morning, and the only difference is for which days fines are applied. 

If fines are not charged for closed dates (as determined by library setting: Charge fines on overdue circulations when closed), the patron is billed fines for Saturday and Tuesday on Tuesday morning, then again on Wednesday and Thursday.

If fines are charged for closed dates (as determined by library setting: Charge fines on overdue circulations when closed), the patron will be billed for Saturday, Sunday, Monday, and Tuesday on Tuesday morning, then again on Wednesday and Thursday.

6.1. Self Registration Page Customizations

There are number of changes and customizations that can be applied to the patron self registration page to control the look & feel and logic of the page.

Page Customizations

Required Fields

Any of the fields on the form can be made required or not. Some of these can be controlled via library settings on the back end while others must be hardcoded into the form.

Pre Form Message

A pre form message can be added to the registration form to give users additional context or instructions for completing the form.

Post Form Message

The post form message appears once a card has successfully been applied for.

Embedded Image

Images can be embedded anywhere within the form.

Address Validation

For forms with a required address, any part of the address can be validated to prevent users from outside of a certain region from submitting the form. For instance, Sandhill has a list of valid of zip codes that the address must belong to in order to be valid.

Date of Birth Validation

The logic of the date of birth field can be altered to prevent users below or above a certain age from submitting. The logic can also be tied into the digital signature feature mentioned below. Lastly, a counter can be added to the input to show how many years past the date is. 

Permission Group Selection

A checkbox or drop down that allows users to set their own permission group. In Sandhill's example, their checkbox sets the users permission group to 42 (Internet). Additional logic can be added to the form to handle different permission groups. For example, if the Internet Only checkbox is checked, email will become a required field.

User Settings

Any of the user's settings, such as SMS notice info, can be put into the form so that they don't need to do it later. This plays into the digital signature feature described below.

Digital Signature

Digital signatures were implemented for parents to sign off on a card for their minor children. This is a new user setting that contains the parent or guardian's full legal name. 

The date of birth field can have its logic altered to make the digital signature field required for minor users.

On the pending patrons staff page, the electronic signature will look like this:

Front End vs Back End Validation

Validation occurs when users submit data into the patron self-registration form. Back end validation happens on the NC Cardinal servers and prevents data from being input into the database if things are missing or formatted incorrectly. Back end validation is the stronger form of validation because it's guaranteed to run for all data. It's harder to implement back end validation because it requires changes to be made to Evergreen's code.

Front end validation happens on the user's web browser and can prevent data from reaching the NC Cardinal server. Every web browser is different, and what works on one doesn't always work on the other. It's possible for a browser to be unable to run the validation and allow "dirty" data to reach the server. Sneaky users may also "hack" the form to bypass front end validation. It's always a good idea to review the data by hand before accepting the new user. 

 

6.2. Custom OPAC Colors

Alternative color schemes can be applied to the OPAC at a system wide level. This feature can be utilized to make Evergreen blend in better with the aesthetics of a library's home page. Not every color can be altered, but there's enough options to seriously change the look of the OPAC.

Available Elements For Modification

These elements can be modified by system level color changes.

Header

Footer

Tabs/Facets

Action Buttons

Main Search Buttons

Denial Buttons

Submit/Confirm Buttons

Links

Suggesting Colors

Colors in the web browser are represented by what's called a hex code. You can use this tool to select colors for each element and copy their hex code into your ticket.

https://htmlcolorcodes.com/

Color Caveats

Accessibility concerns may arise due to color changes. People with visual disabilities may be unable to read text or use graphical elements if the color contrast is too low. Before suggesting color changes, please use the WebAim Contrast Checker to check your new color against black and white backgrounds. If your color passes the WCAG AA certification we can go ahead and implement it.

This tool:  https://www.experte.com/accessibility/contrast is a webcrawler that can be used to check an entire site for contrast related accessibility issues.

Example

Onslow County has extensively changed the color of their OPAC. They have cutomized the header, footer, tabs, buttons and links to match the darker blue color of their library's logo. Additionally, the "fade" of their header has been removed, making the header one solid color. 

 

6.3. Display Shared Lists on the Web

Linking Shared Lists from Your Website or OPAC

It is possible to create shared lists of library materials and link to them from your website or from your OPAC home page.

First, create the list. Then, make sure that the list is shared and you have selected HTML view.

Populate the list by selecting items in the catalog and adding them to the desired list.

To add the list to a web page, go to the HTML view and copy the url. Paste into the appropriate location on your website.

To have a link to the list display on the OPAC home screen, follow all the instructions above, then submit a help ticket including the url and the text you would like to display. Specify whether the link should display in the top or bottom bar.

Displaying a Shared List on the OPAC

With a modification to your homepage, lists can be displayed on the OPAC as well. This is much more efficient than using the HTML view because records in the list can be retrieved in small paginated batches rather than all at once. In addition to that, the OPAC list remains concise by only displaying the title and cover.

Once this feature is enabled on the OPAC, any shared bucket or list can be displayed if its BB ID is known. 

Live Example

https://gibsonville.nccardinal.org/eg/opac/home?show_bucket=5432231

 

6.4. Setting Up an OPAC Carousel

What a Cardinal library system performs to set up their local OPAC carousel

Opac Carousels are interactive elements that appear on your library system's home page. Carousels display bibliographic records loaded from public buckets. You can set up buckets to automatically populate with items based on criteria that you define in the staff client.

Carousel Administration

To create a carousel, navigate over to the Carousels administration page from the local admin panel.

From the carousel admin page, select "new carousel".

Owner

The owner is the library system or branch that this carousel belongs to.

Name

This is the name of the carousel as it will appear on the OPAC.

Carousel Types

This defines how the carousel's bib record bucket will be automatically populated.

Types

• Manual
  • a bucket staff members add items to by hand
• Newest Items by Shelving Location
  • shelving locations must be defined or else no items will appear.
• Newly Cataloged Items
• Recently Returned Items
• Top Circulated Items

Age Limit

Items older than this age will not appear in the carousel. This is an "interval" meaning it takes a length and unit of time for instance: "15 years", "2 weeks" etc.

Maximum Items

How many items will appear in the carousel. The more items in the carousel, the longer the homepage could take to load.

Item Libraries

Items will only show up if they belong to the libraries that you define in this list.

Shelving Locations

For "Newest Items by Shelving Location" only. Defines which shelving locations items must belong to in order to show up on the carousel.

Is Active

This box must be checked in order for the carousel to show up on the OPAC.

Carousel Mapping

Once a carousel has been created, it needs to be "mapped" to an org unit for it to show up on the OPAC. In the local admin panel, select Carousel Library Mappings.

New carousels will automatically be mapped to their owning library. When editing a carousel's mapping, you can override its name and where it appears on the page.

 

When the carousel populates with items, it will show up on the OPAC.

Embedding Carousels in Other Sites

Carousels aren't just limited to the OPAC, they can displayed anywhere on the web using an iframe. Iframes allow your web browser to load content from one website and bring it into another. To grab a carousel, all you need is its ID. 

Create a link to the carousel using the following template:

https://[YOUR SUBDOMAIN].nccardinal.org/eg/opac/home?iframe=1&bbag=[CAROUSEL ID]

 

In your HTML, add this bit of code:

<iframe style="height: 300px; width: 90%;" src="[YOUR LINK]"> </iframe>

7.1. Creating Alternate Message Templates

7.2. Mobile Phone Setup

User Settings

In Evergreen, hold available and overdue notices are capable of being delivered by SMS text messages. This feature must be enabled by the patron and is not guaranteed to work for all telecommunication companies.

A patron's user settings determine the destination for their SMS notices. When a patron creates a new hold, that hold's sms notify information is filled in automatically with whatever they've entered in to their Default SMS/Text Number field. Your hold notices can be set up so that they will not be sent if the SMS checkbox under User settings is unchecked. This is not the default behavior of our SMS notices and can not currently be enabled on overdue notices. 

 

Default Notices

Currently, hold notices and 3 day courtesy notices are available for each system in the consortium. Each system may customize their messaging and features as needed by submitting a ticket. The character limit for a single SMS message is 160 characters. Depending on the network, support for concatenation and segmentation can rebuild messages up to 1600 characters.

Hold Available

the standard behavior of this notice is to use the default sender and not your bounced email address. Submit a ticket if you'd like us to use your bounced email address instead, this can be very useful for finding problems. By default, this notice does not respect the SMS checkbox in the User Settings Hold Notices form. Submit a ticket if you'd like us to add this behavior to your notice.

Please note that this notice retrieves its sms number and carrier from the hold record, not from the user's settings. This means that if a user updates their settings after the hold has been placed, their holds still maintain their old information. 

From: [ default_sender ]
To: [ sms_notify@sms_carrier ]
Subject: [ number of holds ] hold(s) ready

[ Repeat for every hold ]
[bib record content][ patron first name ] : [ title ] @ [ pickup lib ]

[ end repeat ]
Held items must be collected within 7 days.
DO NOT REPLY TO THIS TEXT

 

3 Day Courtesy Notice (pre-overdue)

Please note that this notice does not respect the SMS checkbox in the User Settings Hold Notices form. This feature can not be enabled as it was only intended to affect hold notices. 

From: [ your bounced email address ]
To: [ sms_number@sms_carrier ]
Subject: Library Materials Due Soon

You have items due soon:

[ Repeat for every item due ]
     [ copy_details ]
     [ title ] by [ author ] due on [ due_date (m-d-Y)]

     DO NOT REPLY TO THIS TEXT

[ end repeat ]

 

Mobile Carriers

SMS notices are sent as emails from the NC Cardinal web servers to a special email address called an SMS gateway. Each telecom company defines their own SMS gateway that we have set up in Evergreen. 

Active Mobile Phone Carriers in NC Cardinal

Name	Email Gateway
AT&T Enterprise Paging	$number@page.att.net
AT&T Global Smart Messaging Suite	$number@sms.smartmessagingsuite.com
AT&T Mobility/Wireless	$number@txt.att.net
Alaska Communications	$number@msg.acsalaska.com
Aliant	$number@sms.wirefree.informe.ca
Alltel (Allied Wireless)	$number@sms.alltelwireless.com
Assurance Wireless	$number@vmobl.com
Bell Mobility & Solo Mobile	$number@txt.bell.ca
Bell Mobility & Solo Mobile (Alternate)	$number@txt.bellmobility.ca
BellSouth	$number@bellsouth.com
Bluegrass Cellular	$number@sms.bluecell.com
Boost Mobile	$number@myboostmobile.com
Bulletin.net	$number@bulletinmessenger.net
C Beyond	$number@cbeyond.sprintpcs.com
Carolina West Wireless	$number@cwwsms.com
Cellcom	$number@cellcom.quiktxt.com
Cellular One (Dobson) / O2 / Orange	$number@mobile.celloneusa.com
Cellular South	$number@csouth1.com
Chariton Valley Wireless	$number@sms.cvalley.net
Cincinnati Bell	$number@gocbw.com
Cingular (GoPhone prepaid)	$number@cingulartext.com
Cingular (Postpaid)	$number@cingular.com
Cleartalk Wireless	$number@sms.cleartalk.us
Consumer Cellular	$number@cingularme.com
Cricket	$number@sms.mycricket.com
Edge Wireless	$number@sms.edgewireless.com
Element Mobile	$number@SMS.elementmobile.net
Esendex	$number@echoemail.net
Family Mobile	$number@tmomail.net
Fido	$number@fido.ca
General Communications, Inc.	$number@mobile.gci.net
Globalstar	$number@msg.globalstarusa.com
Golden State Cellular	$number@gscsms.com
Google Project Fi	$number@msg.fi.google.com
Helio	$number@myhelio.com
Iridium	$number@msg.iridium.com
MTS Mobility	$number@text.mtsmobility.com
Metro by T-Mobile (MetroPCS)	$number@mymetropcs.com
Net10 (AT&T)	$number@txt.att.net
Net10 (Verizon)	$number@vtext.com
Nextel	$number@messaging.nextel.com
PagePlus Cellular	$number@vtext.com
Qwest Wireless	$number@qwestmp.com
Republic Wireless	$number@text.republicwireless.com
Rogers Wireless	$number@pcs.rogers.com
SaskTel	$number@sms.sasktel.com
Simple Mobile	$number@smtext.com
Southwestern Bell	@email.swbw.com
Sprint (PCS)	$number@messaging.sprintpcs.com
Straight Talk (AT&T)	$number@txt.att.net
Straight Talk (Sprint)	$number@messaging.sprintpcs.com
Straight Talk (T-Mobile)	$number@tmomail.net
Straight Talk (Verizon)	$number@vtext.com
Syringa Wireless	$number@rinasms.com
T-Mobile	$number@tmomail.net
Teleflip	$number@teleflip.com
Telus Mobility	$number@msg.telus.com
TracFone	$number@mmst5.tracfone.com
US Cellular	$number@email.uscc.net
USA Mobility	$number@usamobility.net
USA Mobility	@airmessage.net
Unicel	$number@utext.com
Verizon Wireless	$number@vtext.com
Viaero	$number@viaerosms.com
Virgin Mobile	$number@vmobile.ca
Virgin Mobile	$number@vmobl.com
Wind Mobile Canada	@txt.windmobile.ca
i wireless (T-Mobile)	$number.iws@iwspcs.net
i-wireless (Sprint PCS)	$number@iwirelesshometext.com

 

Inactive Mobile Phone Carriers in NC Cardinal

These carriers have been disabled because they did not operate in North Carolina or were defunct, and also had no active users in our system. They can enabled as needed.

Name	Email Gateway
Ameritech	$number@paging.acswireless.com
Centennial Wireless	$number@cwemail.com
Hawaiian Telcom Wireless	$number@hawaii.sprintpcs.com
Kajeet	$number@mobile.kajeet.net
Koodo Mobile	$number@msg.telus.com
PC Telecom	$number@mobiletxt.ca
Panacea Mobile	$number@api.panaceamobile.com
Pioneer Cellular	$number@zsend.com
Rogers Wireless (Alternate)	1$number@mms.rogers.com
South Central Communications	$number@rinasms.com
Test Carrier	opensrf+$number@localhost

 

 

7.3. Pending Patron Emails

Whenever a user fills out the patron self registration form, it may make sense to alert a staff member so that they don't miss the application before it's erased from the database (default 7 days). The Pending Patron Submission Email Notice is an action trigger that will compile all of the day's self-registration form submissions into a message and deliver that to an email address. Filters can be applied on the list of patrons so that only a those that apply will make it to the staff member. For instance, Sandhill Regional implements a filter that will only allow patrons with the Internet permission group to show up in their email notice. 

Example

To: [ STAFF MEMBER ADDRESS ]
From: [ LIBRARY SYSTEM BOUNCED EMAIL ADDRESS ]
Subject: New Patron Registration

The following patrons have requested to be added to [ LIBRARY SYSTEM NAME ]:


    -> [ PATRON FIRST NAME ] [ PATRON LAST NAME ]  
       · [ LINK TO PENDING PATRON PROFILE ]
       · mailto:[ PATRON EMAIL ]


To complete the registration process, visit circulation -> pending patrons

[ LINK TO STAFF PAGE ]

 

7.4. MessageBee SMS Notifications

What is MessageBee?

MessageBee is a patron communication tool for libraries.  Evergreen uses an email gateway to send text notifications by sending an email to the telephone carrier, and then the telephone carrier turns the email into a text message which is sent to the patron.  Increasingly, carrier services are moving away from this method and reducing the deliverability of these communications, and it has resulted in issues with patrons not receiving their text notifications in a reliable or timely fashion.  In an effort to resolve this, Cardinal has partnered with Unique Management to implement MessageBee, which sends native text messages to patrons using a ten digit phone number that is specific to each library system.  These phone numbers have been created by Unique Management for each library system using an area code previously provided by the library systems.  You will be able to find a list of these phone numbers further down this page.

Note that for the time being, MessageBee will only be used to send hold notifications to patrons.  This is to test the efficiency and efficacy of the MessageBee system before expanding it to cover all text notifications.  During this testing period, Evergreen will still send all other text notifications.

MessageBee Portal

An account has been created for each library system in the consortium.  This account is accessed via the MessageBee portal, which can be found at the following link, where you will log in with your email address and password:

https://beta.messagebee.uniquelibrary.com/login

Once you have logged in, you will be taken to the homescreen of the portal:

You will see some basic summary data here.

It will default to Today, but you can also select Yesterday or the Last 7 Days.  The view will also default to All, but since we are only sending SMS notifications, there is no need to specifically select SMS.  There will be no data for Email or Voice.

Total Notifications shows the total number of notifications that have been sent for the time period selected.

Success Rate shows the percentage of notifications that were successfully sent/received.

Engagement Rate tracks "opens" or "click rates," but since text messages do not have these, there will be no data for this.

Training

Unique Management hosted two trainings for library staff in the usage of the MessageBee portal.  The trainings were recorded, and you can find both videos embedded below.  The trainings cover a number of topics, including reports, adding users, hold notification templates, and responding to text messages.

Reports

As described in the trainings above, you have the ability to view and download reports from the portal that provide information on the number of notifications sent and delivered, how many failed to be delivered, how many patrons elected to opt out of receiving notifications, and the segment count (that is, how many segments a message had to be split into if the message's character count exceeded the 160 character limit).

To access these reports, click on Reports, and then select Transactional from the dropdown menu:

The reports screen is automatically scoped to show only text messages:

You can edit the date range by clicking Custom and then clicking inside the field to the left with the dates listed:

To download a report, you will want to click the Export Results button:

This will bring up the "Transactional Deliverability Download" window.  It will already have a report name automatically generated, but you can rename the report as needed/desired.  Next click the Download button.

Once the download has completed, you will see the following message:

From there you can access the report be either clicking on the pictured icon with the red number and selecting Report Downloads from the dropdown menu:

Or by clicking Downloads on the reports screen.

Here you will see the available reports to download:

The reports are downloaded as a .csv file.

Viewing Sent Notifications

If you want to see a list of notifications, including the specific phone numbers and corresponding library accounts to which the notifications were sent during a specific timeframe, click Search on the reports screen:

The Search By field will default to Email, so you will want to make sure you select Phone or Library Acct. # from the dropdown menu:

You do not need to enter anything into the Search Term field (unless you are only looking for a specific phone number or library account number, in which case you would enter that number).  Once you selected a date or date range, click the Search button.

You will then see a list of the notifications that were sent and to whom.  If the notification was successfully delivered, under Final Status you will see "Delivered."  If for some reason the notification was unable to be delivered, you will see "Failed."

You can view additional details about each notification by clicking the plus sign next to the date:

If you click the envelope icon under Preview, you will be able to see the message that was sent to the patron:

These previews remain in the system for 90 days before they are purged.  (The statistics about whether or not a notification was sent, and about whether or not it was delivered, last forever.)

You can also download a report of these text notifications by clicking the Export Results button.

Failed Notifications

To view notifications that failed to be delivered, along with the reason why, navigate back to the Transactional section of the reports screen.  Then click View Details under Success Rate:

This will bring up a similar chart and list of notifications as shown previously above:

Under Reason you will see why a particular notification failed to be delivered.

Reasons may include:

• "Carrier Rejected as Invalid Destination Address"
• "No route to destination carrier or no roaming route exists."
• "Timed out waiting for delivery receipt.  The reason a delivery receipt was not received is not known."
• "Messaging to country forbidden"

You can find a full list of the failure reasons along with explanations for each here.

You can also download a report of these failed notifications by clicking the Export Results button.

Patron Opt Out

Patrons have the option to opt out of receiving text notifications from MessageBee, and they can do this by responding to a text notification with "stop" or "quit."

The following is an example of a patron opting out:

As you can see, they can resume receiving text notifications by responding with START.

To access this information from the portal, click on Reports, and then select Communication Preferences from the dropdown menu:

On the "Communication Preferences Report" screen, you will see a list of phone numbers that have opted out from receiving text notifications:

The red checkmark underneath SMS Opt Out? denotes that the patron has elected to opt out of receiving text notifications.  (The red checkmark will disappear if the patron texts START to the library's phone number that sends the text notifications.)

Important Note:  At this time MessageBee is not communicating back to the Evergreen system, so Evergreen is not going to know that a patron has opted out of receiving these text notifications.  Hold SMS Notifications in Evergreen were disabled when MessageBee went live, so if a patron says that they are not receiving their hold notification text messages, you will want to check here in MessageBee first.

2 Way SMS

MessageBee offers you the ability to view and respond to messages received from patrons (e.g. if a patron responds to a hold notification asking who is sending this message).  When a patron responds "stop" or "quit" to opt out of receiving text notifications, that will appear here, as well.

To reach this interface, click on SMS:

This will take you to the chat screen, where you can see messages sent by patrons, respond to them, and initiate new conversations with patrons if necessary:

To begin a new conversation, enter a ten-digit phone number (without hyphens) into the "Start a new conversation" field and click the Create button.

The icon that you previously clicked on to access your report downloads will also tell you if you have any new SMS messages:

Below you can see an example conversation in the interface:

User Management

As an admin (which all initial accounts created by MessageBee for member libraries are), you can add additional users to your library's account so that they can access the MessageBee portal, as well.

First click Admin, and then select Users from the dropdown menu:

This will take you to the "Customer" section of the Accounts page.  Here you will see the users that are already configured.  If the account is highlighted in orange, that means it is a local admin for the library.

To add additional users, click the Add user button, which will bring up the "Add User" window:

Enter the email address for the user you wish to add.  If you want the user to be an admin, as well, check both Customer Admin and Transactional.  (If you do not check either of these, the user will only have access to the reports.)

Then click the Save button.

The user will appear under Pending Invites until they have accepted the email invitation, which will look like this:

You can also edit or delete users by clicking the three dots and selecting either Manage Roles or Remove from the dropdown menu:

Manage Roles brings up the "Modify Roles" window, which lets you assign or remove the Customer Admin and Transactional roles for a user:

Remove brings up the "Confirm Remove User" window where you can delete the user:

Support

Unique Management offers a support website for MessageBee with helpful articles and training videos at the following link:

https://mbsupport.uniquelibrary.com/support/home

You can also access this site from the MessageBee portal by clicking the question mark icon:

FAQ

1.  Is the notification message template customizable?

• Yes.  Each library system will eventually have the ability to customize the hold notification message to best suit their needs.  Until then, if they need to have changes made to their message, they should submit a help ticket from the MessageBee portal.  Instructions for submitting a help ticket can be found below.

2.  Can each library branch have its own unique message template?

• No.  However, the current message pulls some information from Evergreen, like the branch's phone number and the patron's pickup library, so this should help clarify for library staff which message corresponds to which branch.

3.  Are there any limits on the message template?

• Yes, there is a 160 character limit, and we ask that you remain within that limit.  We are charged for each text notification that is sent, and if you exceed the character limit, your message will be split into two texts, so we would be charged double for each notification sent.

4.  Is there a limit to the number of users that can be created for an account?

• No, there is no limit, nor are there any additional charges for creating more users.

5.  When viewing messages in the 2 Way SMS screen, is there a way to tell which messages are for which branch of a library system, or are they all just system-based?

• The messages are all system-based and not separated out by branch.  However, as noted above, the current message template pulls the phone number and pickup location where an item is on hold from Evergreen, so this information can be used to help determine to which branch the patron belongs.

6.  When are text notifications scheduled to be sent and with what frequency?

• Currently text notifications are scheduled to be sent between 9:00 AM and 9:00 PM.  They are currently on a 30-minute delay.  So if the first hold becomes available at 10:00 AM, for example, a text message will be sent at that time.  Then if another hold becomes available at 10:02 AM, the notification for this second hold will be sent at 10:30 AM.

7.  Are the text notification schedule and frequency customizable per library?

• No.  At this time they must be set for the entire consortium, rather than individual library systems.

8.  When adding new users, if a new user is an admin, should both options "Customer Admin" and "Transactional" be checked?

• Yes.  Transactional gives you access to the templates, and Customer Admin grants you the ability to add additional users, remove users, manage permissions, etc.

Submitting a Help Ticket

To submit a help ticket, you will want to click on the small orange icon in the bottom righthand corner of the MessageBee portal screen that says "Help":

This will bring up the "Welcome to MessageBee Support" window:

Click Contact us to bring up the help ticket form which you can fill out with your request (such as to make changes to your hold notification message template, or a patron says they are not receiving their text notifications and you are not sure why):

Once you have finished filling out the form, click Send to submit your help ticket:

Library System Phone Numbers

These phone numbers will eventually be listed in the MessageBee portal, as well.

Name	SMS Phone
Alexander County	(828) 688-7658
AMY Regional	(828) 688-7876
Appalachian Regional	(336) 704-0241
BHM Regional	(252) 623-4401
Bladen County	(910) 801-2890
Braswell Memorial Library	(252) 740-2051
Brown Library	(252) 623-4330
Brunswick County	(910) 415-4665
Buncombe County	(828) 998-1752
Burke County	(828) 475-5260
Caldwell County	(828) 572-3307
Carteret County	(252) 248-3725
Caswell County	(336) 933-1704
Clayton Library System	(984) 279-2242
Cleveland County	(980) 404-9059
Cumberland County	(910) 766-6727
Davidson County	(336) 743-2050
Davie County	(743) 259-0330
Duplin County	(910) 714-0690
Farmville Public Library	(252) 228-2355
Fontana Regional Library	(828) 341-7382
Forsyth County	(336) 743-2950
Franklin County	(984) 320-8111
Gibsonville Public Library	(336) 901-2677
Granville County	(984) 293-1121
Halifax County	(252) 486-4631
Harnett County	(910) 242-4746
Harold D. Cooley Library	(252) 220-4306
Haywood County	(828) 564-1469
Henderson County	(828) 595-3625
Iredell County	(980) 391-8390
Johnston County	(984) 201-1446
Lee County	(984) 977-9465
Madison County	(828) 649-7341
Mauney Memorial Public Library	(980) 396-0371
McDowell County	(828) 583-0858
Nantahala Regional Library	(828) 346-7786
NC Cardinal	(984) 375-3790
Neuse Regional Library	(252) 549-0966
Northwestern Regional	(336) 914-1846
Onslow County	(910) 939-3650
Perry Memorial Library	(252) 226-9316
Person County	(336) 223-6471
Polk County	(828) 722-1721
Robeson County Public Library	(910) 370-1859
Rockingham County	(336) 743-1106
Rutherford County	(828) 351-6015
Sampson-Clinton	(910) 260-5453
Sandhill Regional	(910) 948-5400
Scotland County	(910) 501-8563
Stanly County Public Library	(980) 581-9755
State Library of NC and Affiliated Government Libraries	(984) 375-3790
Transylvania County	(828) 419-6151
Warren County	(252) 517-9890
Wayne County	(984) 305-0824

8.1. Patron Credit

What is Patron Credit?

Patron Credit is a payment type that allows patrons to make payments larger than any amount owed. Evergreen will track the patron's credit balance, which can be applied to bills accrued by the patron in the future. For example, in the screenshot below, the patron owes $12.80 in fines. If the patron were to give the desk staff member $15 to apply to the patron account with the checked box Convert Change to Patron Credit, the remaining $2.30 would show as a Credit Available balance that the patron could apply to future bills.

 

By default, the payment type Patron Credit is enabled in the staff client. Within the Bills interface of a patron’s account, the Patron Credit payment type, the Credit Available, and the option to Convert Change to Patron Credit are exposed by default in the staff client.

 

If your library system does not wish to allow patrons to accrue a credit balance on their accounts, an administrator can turn off this functionality with the Library Setting, Disable Patron Credit. When the Library Setting, Disable Patron Credit, is set to True, the patron credit payment type will be disabled. Patron Credit will not be an option within the payment type dropdown menu. The Convert Change to Patron Credit and the summary of Credit Available will be hidden from the patron billing interface in the staff client.

To set this Library Setting:

8.2. Credit Card Payment Options

Paying Bills with Credit Cards

There are 3 different ways to allow patrons to pay bills with credit cards at the library. Two are external (not tied to Evergreen) and one is internal. The first of the two external options would be to contract with an existing RFID provider (such as Bibliotheca) to provide credit card processing on self-check kiosks. (Neuse is doing this.)

The second external option would be to contract with any credit card vendor who provides the credit card terminals and processes the transactions outside of Evergreen. In order to reconcile between the vendor reports and Evergreen, staff would need to add the amount that patrons are paying at the desk (via the cc terminal) into Evergreen manually at the time of payment. (Davie is doing this.)

The only internal option is to set up credit card processing with a bank or credit card vendor that uses PayPal, PayflowPro, or Stripe. This setup allows patrons to self-serve, making payments via the OPAC from home or in the library, and staff do not need to handle patron credit cards at all. (Appalachian, Cumberland, and Iredell are doing this.) It also may be possible to work with the authorized processors through your local bank.

For instructions to set up credit card processing within Evergreen, please see Evergreen Credit Card Setup.

 

 

8.3. Evergreen Credit Card Setup

Setting Up Bill Payments via Credit Card in Evergreen

Libraries can choose to set up patron bill payment via credit card within the Evergreen OPAC. The credit card feature requires the following:

Payment Processing Service

You may choose any bank or credit card service as long as they use AuthorizeNet, PayPal, PayflowPro, or Stripe.

Set up credit card processing

Once a credit card service is selected and active for your library system, please submit a help ticket to let NC Cardinal staff know you are enabling Evergreen credit card processing at your library. Proceed to set up credit card processing within Evergreen.

Open the Library Settings Editor window via the Administration menu within Evergreen: Admin→ Local Admin→ Library Setting

Search for Library Setting “Allow Credit Card Payments”.

Select your library SYSTEM from the Context dropdown menu and set the Value to "True".  Different branch accounts are not possible within Evergreen.  

You must provide login information to Evergreen for the selected credit card service.

 

Example Setup for AuthorizeNET as a credit card service

On the Library Settings window, enter:

• AuthorizeNet Login = Your API Login ID as provided by the bank or credit card service
• AuthorizeNet password = provided by AuthorizeNet or bank (Usually your Transaction Key)
• Name of the default credit processor = AuthorizeNet (example)
• Leave the AuthorizeNet server library setting BLANK (null)

 

Please submit a help ticket for assistance with applying login credentials to library settings.

Test Processing Beforehand

Each type of credit card service provides a “test mode” within Evergreen so that you may test your connections before going “live” with credit card payments. Look for the “test mode” library setting for your credit card service. Set the setting = TRUE.  Do some testing with your chosen credit card vendor to ensure that the test transactions are going through. When you are ready to “go live” with credit card processing, reset this setting = FALSE.

 

9.1. Creating Bookable Non-Bibliographic Resources

Bookable Non-Bibliographic Resources

Staff with the required permissions (Circulator and above) can create bookable non-bibliographic resources such as laptops, projectors, and meeting rooms.

The following pieces make up a non-bibliographic resource:

You need to create resource types and resource attributes (features of the resource types), and add booking items (resources) to individual resource types. Each resource attribute may have multiple values. You need to link the applicable features (resource attributes and values) to individual items (resources) through the Resource Attribute Map. Before you create resources (booking items) you need to have a resource type and associated resource attributes and values, if any, for them.

9.2. Editing Non-Bibliographic Resources

How to Edit Non-Bibliographic Resources

Staff with the required permissions can edit aspects of existing non-bibliographic resources. For example, resource type can be edited in the event that the fine amount for a laptop changes from $2.00 to $5.00.

Editing Resource Types

1) Bring up your list of resource types. Select Administration → Booking Administration → Resource Types.

2) A list of current resource types will appear.

3) Double click anywhere on the line of the resource type you would like to edit.

4) The resource type box will appear. Make your changes and click Save.

5) Following the same procedure you may edit Resource Attributes, Attributes Values, Resources and Attribute Map by selecting them on Administration → Booking Administration.

 

9.3. Deleting Non-Bibliographic Resources