Knowledge Books


Cataloging Best Practice Standards
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 3.0 License (https://creativecommons.org/licenses/by-sa/3.0/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.

Incorporates elements of Evergreen Documentation under Creative Commons Attribution Share-Alike 3.0 License (https://creativecommons.org/licenses/by-sa/3.0/legalcode) and available to share under the same license.
Circulation in Evergreen 3.1
This document incorporates elements of Evergreen Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/3.0/legalcode) and is available to share under the same license.
Upgrade to Evergreen 3.1
Documentation for upgrade from Evergreen 2.12 to 3.1. Since the upgrade is complete, most of the content from this knowledge book has moved to permanent knowledge books, such as Troubleshooting Evergreen 3.1, Administration Manual for Libraries, and Circulation in Evergreen 3.1. You can also browse the knowledge tags on the home page for the topics you are looking for.
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 Evergreen 3.1
These are the known issues, questions, and resources to help NC Cardinal library staff troubleshoot issues with Evergreen 3.1
Administration Manual for Libraries
Instructions for utilizing the administrative functions in Evergreen for NC Cardinal library admin staff.