Home → Administration Manual for Libraries → Library Settings → Cataloging Settings
Last Updated 10/19/2023
| 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) |
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| 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) |
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| 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) |
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| Temporary barcode prefix | We recommend using the first 4 letters of the library name. | FOR (2) POLK (1) ROC (1) HCPL (1) NEU (1) |
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| 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) |
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| 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) |
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| 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) |
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| Default circulation modifier | Prevents a blank modifier; we recommend setting one. | BOOK (12) null (1) |
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| Default copy location | Prevents a blank shelving location; we recommend setting one. | 3988 (3) 3950 (3) 4733 (2) 2488 (1) 4647 (1) |
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| 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) |
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| 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) |
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| 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) |