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

Home → Acquisitions in Evergreen → Acquisitions Year End → Year End Dry Run

7.2. Year End Dry Run

Last Updated 11/13/2023


Dry Run

Before running the Fiscal Year Close-out Operation, you can use the Dry Run function to test the parameters you plan to set and make sure they perform as expected.

  1. Navigate to the Fund Interface from the Acquisitions Administration splash page.
    The link to the Funds interface is the last choice in the middle column of links on the Acquisitions Admin splash page.
  2. Select your library system from the Context Org Unit drop-down menu.
    The Context Org drop down menu is at the top of the page, under the Funds heading.
  3. From the Year drop-down menu, choose the year for which you would like to perform the Fiscal Year Close-out Operation.

  4. Click Fund Propagation and Rollover.
    The Fund Propagation and Rollover button is the last button in the menu row.

  5. Check the boxes you will be selecting for your close-out.

  6. Check the check box for Dry Run.

  7. Click the Process button at the bottom of the Funds Propagation and Rollover box.

  8. Evergreen will temporarily create the new funds with details about the changes that will be made when the process runs.

This page was: Helpful | Not Helpful

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.