NC Cardinal Support and Staff Education

Knowledge Books

About NC Cardinal Information about the NC Cardinal consortium, including policies currently in effect, as determined by the Governance Committee and membership

Acquisitions in Evergreen This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Administration Manual for Libraries Instructions for utilizing the administrative functions in Evergreen for NC Cardinal library admin staff.

This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Cataloging Bibliographic Records This living document outlines and provides best practices for cataloging within NC Cardinal’s Evergreen ILS. All policies and procedures are recommended and should be implemented throughout the consortium. As cataloging issues and new topics arise, this document will be amended. If you have any questions, please contact NC Cardinal staff or one of the current NC Cardinal Cataloging Committee members.

This document incorporates elements of Evergreen Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Cataloging Items/Copies and Holdings This document outlines the general workflow for Item Catalogers to add new copies ot titles that already exist in the NC Cardinal shared catalog, as well as other functions related to the Item Cataloger profile group. Instructions for functions such as adding new call numbers and copies, editing item attributes, creating and working with Item Buckets, and applying Item Notes, Tags,and Alerts are included, along with an overview of relevant policies.

Circulation in Evergreen This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Evergreen Upgrades Documentation for upgrading to the next version of Evergreen.

Libraries Migrating into NC Cardinal This is a living document under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Offline Transactions This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Patron Account Management This book covers the basics of patron account creation and management in Evergreen. Chapters include:
1. Creating New Patron Accounts
2. Managing Exisitng Patron Accounts
3. Grouping Patron Accounts
4. User Buckets

This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Reports in Evergreen Documentation of the reporting module in Evergreen and NC Cardinal reporting procedures.

This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Resource Sharing This is a living document under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Serials in Evergreen This is a living document that incorporates many elements of Evergreen Community Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.

Student Access Initiative

Summon Documentation Summon Documentation provides brief pointers on ways to utilize the Summon Interface for both Patrons and Library Staff members. Documentation also provides links to further detailed information found within the ExLibris Knowledge Base

Troubleshooting in Evergreen These are the known issues, questions, and resources to help NC Cardinal library staff troubleshoot issues within Evergreen.