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Home → Libraries Migrating into NC Cardinal → Preparing Staff → Differences your staff may see migrating to Evergreen

3.3. Differences your staff may see migrating to Evergreen

Last Updated 05/17/2023


Differences Between Evergreen and Your Previous ILS

In addition to the differences listed in the Getting Your Data Ready and Getting Patrons Ready sections, staff will need to adjust to several potential differences from your current ILS when moving to NC Cardinal.

Staff may not place holds for or checkout to their staff login access account. Instead, use personal accounts for personal holds and circulations and Institution accounts for work-related library holds and circulations.

Searching NC Cardinal consortium before issuing library cards — patrons must be in good standing if they have any existing NC Cardinal accounts; do not merge or overwrite another library system's card.

Patrons can present library cards from other NC Cardinal systems and check out your materials just like your own patrons (your circulation policies apply) - you cannot charge them any fees to use their card or require them to get a card from your library.

Staff may have to deal with billing challenges with another library's materials or patron fines and fees.

Libraries joining NC Cardinal must resource share with the entire consortium all books, audiobooks, music, and videos that circulate to their patrons.

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

 

Knowledge Tags
staff training  /  migration  / 

Related Pages
  • About NC Cardinal > Policies > Cataloging Policy
  • About NC Cardinal > Policies > Resource Sharing Agreement
  • About NC Cardinal > Policies > Staff Login Accounts Permissions and Password Policies
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