Home → About NC Cardinal → Other Resources → Upcoming Evergreen Training Opportunities
Last Updated 08/19/2025
Cataloging: Subject Headings and Authority Records
This 2 hour webinar will look at using Authority Control Sets and Libray of Congress Subject Headings effectively when cataloging new materials in Evergreen.
Audience: Catalogers
Administrative Functions in Evergreen
This 1 hour webinar will cover various functions available to users with Branch Admin and System Admin permissions, as well as different ways you can use features in Evergreen to help with library management. We will cover topics including the Closed Dates Editor, Deleting Patrons, Surveys, Workstation Management, View Circulation and Hold Policies, and more.
Audience: Directors, Assistant Directors, Branch Managers, anyone with Branch ADmin or System Admin permission levels
Note: This session will NOT cover SLAM duties. There will be a seperate webinar for SLAMs later in the year.
Reports 101: Introduction to the Reporter
This 2 hour webinar will provide a basic introduction to Evergreen's traditional reporter. We will learn how Evergreen stores data and how the reporter accesses that date. We will also look up the processes for setting up new folders, searching for existing templates, cloning templates, running reports, setting recurrence, and viewing output.
Audience: Anyone who works with reports or would like to work with reports
Offline Training
This 1 hour webinar will train Circulators and Administrators in the use of the Offline Circulation Interface in preparation for Evergreen going down during the upgrade scheduled for early November. Training will include conducting offline checkouts, saving transactions, and uploading transactions into the database after the upgrade concludes.
Audience: Circulators, Circulation Leads, Branch Managers, Assistant Directors, Directors
Upgrade Preview
This 2-hour webinar will go through the changes expected in the upcoming 3.1 upgrade. The Upgrade is scheduled for early November. This webinar will walk through the changes and new features, with a live demonstration and time for questions. Participants will be encouraged to log into the Next server to follow along.
Participants are encouraged to log into Next to begin exploring the updates, and to review the release notes prior to the session:
Audience: Everyone!
Each month, NC Cardinal will host a virtual drop-in on an Evergreen-related function or topic. Anyone interested in coming and learning more about the topic, asking questions, or sharing their knowledge and experience is welcome.
All drop-ins will start at 2 PM EST and run for 1 hour.
| Month | Topic | Date |
| July | Acquisitions | July 24 |
| August | Reports | Aug 21 |
| September | Circulation | Sep 18 |
| October | Patron Accounts | Oct 23 |
| November | Upgrades Questions | Nov 20 |
| December | Holds Management | Dec 18 |
| January | Inventory and Shelf Reading | Jan 22 |
| February | MARC Records | Feb 19 |
| March | Item Cataloging | March 19 |
| April | communication and documentation | April 23 |
| May | item cataloging | May 21 |
| June | Resource Sharing | June 18 |