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3.2. Migration Training

Last Updated 02/05/2024

Migration Training Resources

NC Cardinal offers many training opportunities and resources to members of the consortium. Please visit the NC Cardinal Support and Staff Education knowledge base to see all of the training knowledge books available, click on knowledge tags, or search by keyword. We also have an NC Cardinal YouTube channel with NC Cardinal training videos and playlists, as well as playlists of videos from other Evergreen consortia that may be helpful.

These are some of the key resources that will be used during migration into the consortium:

• Learn to search the online catalog and how patrons will interact with Evergreen: OPAC training video

• • searching for items
  • placing holds
  • editing preferences and personal info

• Learn how staff will perform circulation functions in the Evergreen web staff client
  • Circulations Basics video
  • Circulation knowledge book

• Two days of on-site training(now offered virtually) for staff to learn navigating Evergreen/circulation (6 hours) and cataloging (6 hours)

• NC Cardinal requires that all staff who will perform cataloging functions must follow consortium Cataloging Best Practices and pass cataloging assessments. Please see the Cataloging Permission Requirements page for more detailed information.

• • Staff who add or delete item and/or volume (call number) records must pass the Item Cataloging assessment.
  • Staff who create, import, edit, or delete bibliographic records must pass both the Item Cataloging assessment and the Bibliographic Cataloging assessment.  

• Learn how staff will check out items to patrons during last week of migration
  • Offline transactions video
  • Offline transactions knowledge book

• Learn how to use the reporting features in Evergreen
  • Reports Overview video
  • Reports knowledge book