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

Home → Circulation in Evergreen

Circulation in Evergreen

This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.
  • 1. Logging into Evergreen
    • 1.1. Logging in and out
    • 1.2. Registering a Workstation
    • 1.3. Add Additional Workstation
    • 1.4. Change Operator
  • 2. Best Practices for Using the Browser
    • 2.1. Setting Browser Defaults for Web Client
    • 2.2. Pop-up Blockers
    • 2.3. Tab Buttons and Keyboard Shortcuts
    • 2.4. Clearing your cache
  • 3. Configuring Evergreen for your Workstations
    • 3.1. Setting Search and Sound Defaults
    • 3.2. Column Picker
  • 4. Patron Record
    • 4.1. Searching for Patrons
    • 4.2. Retrieve Recent Patrons
    • 4.3. Registering New Patrons
    • 4.4. Patron Self-Registration
    • 4.5. Updating Patron Information
    • 4.6. Barring and Blocking Patrons
    • 4.7. Staff-Generated Alerts, Notes, and Messages
    • 4.8. Marking Patrons Inactive
  • 5. Patron Groups
    • 5.1. Group Patron Accounts
    • 5.2. Blocks and Grouped Accounts
  • 6. Batch Editing Patrons
    • 6.1. User Buckets
  • 7. Circulating Items
    • 7.1. Check Out
    • 7.2. Check In
    • 7.3. Renewal and Editing the Item's Due Date
    • 7.4. Lost Items
    • 7.5. Claims Returned Items
    • 7.6. In-House Use
    • 7.7. Item Status
    • 7.8. Item Inventory
    • 7.9. Editing or Weeding Items
  • 8. Self checkout
    • 8.1. Self Checkout Station
  • 9. Using the Public Access Catalog (OPAC)
    • 9.1. Basic Search
    • 9.2. Advanced Search
    • 9.3. Browse the Catalog
    • 9.4. Search Tips
    • 9.5. Search URL
    • 9.6. Search Methodology
    • 9.7. Search Results
    • 9.8. Item Details
    • 9.9. Placing a Hold in the OPAC
    • 9.10. Turning on Patron Circulation History
    • 9.11. My Account
    • 9.12. My Lists
  • 10. Holds Management
    • 10.1. Hold Fulfillment in NC Cardinal
    • 10.2. Holds Levels
    • 10.3. Metarecord Search and Holds
    • 10.4. Title Level Holds
    • 10.5. Holds using Monograph Parts
    • 10.6. Volume and Copy Level Holds
    • 10.7. Placing Holds in Patron Records
    • 10.8. Managing Holds in the Patron Account
    • 10.9. Managing Holds in the Title Record
    • 10.10. Retargeting Holds
    • 10.11. Hold Groups
    • 10.12. Pull List and Capturing Holds
    • 10.13. Holds and Resource Sharing
    • 10.14. Holds Shelf Management
    • 10.15. Alternate Hold Pick up Location
    • 10.16. Hopeless Holds
  • 11. Booking Module
    • 11.1. Creating a Booking Reservation
    • 11.2. Reservation Pull List
    • 11.3. Capturing Items for Reservation
    • 11.4. Picking up Reservations
    • 11.5. Returning Reservations
    • 11.6. Canceling a Reservation
  • 12. Useful Resources
    • 12.1. Circulation Training Module
    • 12.2. Circulation Onesheets
    • 12.3. Glossary of Common Terminology for Evergreen and NC Cardinal
    • 12.4. Circulation and Reference Training Resources

Circulation in Evergreen: Printer Friendly Version


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