1.1. NC Cardinal resources

Last Updated 12/15/2023

Niche Academy

Self-Paced Modules

The Acquisitions A-Z learning modules in Niche Academy will introduce you to all functions of Evergreen Acquisitions, including Administrative Set-up, Selecting and Purchasing, and Receiving and Payment. This lesson is completely self-paced, and can be completed over the course of multiple sessions.

Training Exercises

The Acquisitions Training Exercises cover everything from setting up a funding source to receiving items and closing invoices. These exercises are made to be a hands-on walkthrough of each function related to the acquisition process. Staff who complete all six exercises included in the module should be able to complete each step of the acquisitions process in their live production environment.

Videos

Recordings of Live Training Sessions

Over the course of the 2022-2023 fiscal year, NC Cardinal hosted a series of live training sessions covering the basics of acquisitions administration. Watch the series of all three sessions via the NC Cardinal youtube playlist.

The individual videos include:

Introduction to Acquisitions: This 1 hour 7 minutes session covers the basics of acquisitions, who might benefit from using the functions, the basics of administration, and the daily workflow. It is intended as a starting point for libraries looking to adopt the acquisitions module, or staff new to working with Evergreen acquisitions.
Evergreen Acquisitions End of Year Set Up: This 1 hour 9 minutes session covers the process of preparing for the end-of-year close out, including identifying unreceived and cancelled items, closing invoices, and completing a dry-run of the close-out process.
Evergreen Acquisitions Fiscal Year Set-Up: This 48 minutes session covers the process of setting up a new fiscal year, including checking the status of the previous year close-out, setting up new funding sources, setting up new funds, applying credit and allocating money.
Acquisitions 3.11 Tips and Tricks: This 56 minute session covers changes to Line Items, Selection Lists, Purchase Orders, and the MARC Uploader within the acquisitions module after the upgrade to Evergreen 3.11.

Pre-Recorded Lessons

The videos below are short demonstrations of various functions with acquisitions. They will help you see each function in action, so that you can replicate the steps when working in the module in Evergreen.

Setting Up Funding Sources in Evergreen

Acquisitions in Evergreen 3.11: Selection Lists

Acquisitions in Evergreen 3.11: Purchase Orders

Acquisitions in Evergreen 3.11: Line Items

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