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Home → Administration Manual for Libraries

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.
  • 1. Managing Evergreen Staff Login Access Accounts
    • 1.1. Purpose of Login Access Accounts
    • 1.2. Staff Permission Groups
    • 1.3. System Login Access Managers
    • 1.4. Creating a New Login Access Account
    • 1.5. Transferring Report Templates
    • 1.6. Transferring Item Templates
    • 1.7. Disabling Staff Login Access Accounts
    • 1.8. How to Change the Password on your Evergreen Login Account
  • 2. Client & Workstation Setup and Administration
    • 2.1. Network Requirements
    • 2.2. Should You Use Hatch with the Web Client?
    • 2.3. If You Use Hatch
    • 2.4. Setting Up Your Receipt Printers
    • 2.5. Printed Hold Pull List Print Template Configurations
    • 2.6. Setting Up a Label Printer
    • 2.7. Staff Portal Page
  • 3. Understanding Circulation Settings in Evergreen
    • 3.1. Patron Permission Groups
    • 3.2. Circulation Policies
    • 3.3. Holds, transits, and resource sharing
  • 4. Library Settings
    • 4.1. General Settings
    • 4.2. Financial Settings
    • 4.3. Cataloging Settings
    • 4.4. Holds Settings
    • 4.5. Patron / OPAC Settings
    • 4.6. Long Overdue Settings
    • 4.7. Evergreen Printing Settings
    • 4.8. Credit Card Settings
    • 4.9. Cardinal-wide Settings
    • 4.10. Settings to Avoid
  • 5. Library Hours and Closed Dates Editor
    • 5.1. Setting Regular Library Hours
    • 5.2. Closed Dates and Holidays
    • 5.3. Create An Emergency Closing
    • 5.4. Fines and Unexpected Closings
    • 5.5. Fines and Grace Days
  • 6. OPAC Shared List and Carousel Options
    • 6.1. Display Shared Lists on the Web
    • 6.2. Setting Up an OPAC Carousel
  • 7. Notifications and Action Triggers
    • 7.1. Creating Alternate Message Templates
    • 7.2. Mobile Phone Setup
  • 8. Payments in Evergreen
    • 8.1. Patron Credit
    • 8.2. Credit Card Payment Options
    • 8.3. Evergreen Credit Card Setup
  • 9. Booking Administration
    • 9.1. Creating Bookable Non-Bibliographic Resources
    • 9.2. Editing Non-Bibliographic Resources
    • 9.3. Deleting Non-bibliographic Resources
  • 10. Self Checkout Station
    • 10.1. Setting Up Evergreen Self Checkout Station for Patrons
    • 10.2. Self Checkout Process
    • 10.3. Patron Account Information
    • 10.4. Setting Up Vendor Self Check Stations
  • 11. Auto-Renewals
    • 11.1. Auto-renewal functionality
  • 12. Bookmobile or Outreach Vehicle
    • 12.1. New Branch Needed for Bookmobile?
  • 13. Curbside Pickup Module
    • 13.1. Enabling Curbside Pickup
  • Appendices
    • 1. SIP Protocol
    • 2. How to look up Celluar Phone Carrier
    • 3. Your Library's Development Server

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