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Home → Libraries Migrating into NC Cardinal → Preparing Patrons → Patron Training Materials for Migration

4.3. Patron Training Materials for Migration

Last Updated 05/17/2023


Training Resources for Patrons

Your patrons, along with library staff, may need some training on how to search the NC Cardinal catalog to find the materials they want. Remember that your patrons will no longer be searching through just your collection. Instead, they will be searching through the consortium catalog filled with about 2 million bibliographic records. NC Cardinal also uses a broad set of potential matching criteria from the MARC record, so both staff and patrons may find that using the Advanced Search screen more targeted search strategies are beneficial.

 

There are many ways migrating libraries can train patrons to use the NC Cardinal catalog effectively. Handouts, signage at OPAC stations, informational web pages, short training videos, and in-person training classes for patrons before and after migration are all good options. 

Here are some materials created by NC Cardinal member libraries that may provide inspiration for your own patron training efforts:

Cleveland County: YouTube video and FAQ

Davie County: YouTube video

Henderson County: Search Tip pdfs; 2016 PowerPoint presentation

Polk County Libraries: https://polklibrary.org/cardinal/

Knowledge Tags
OPAC  /  search  /  patron training  / 

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