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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. Autorenewals
    • 3.4. 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 Options
    • 6.1. Self Registration Page Customizations
    • 6.2. Custom OPAC Colors
    • 6.3. Display Shared Lists on the Web
    • 6.4. Setting Up an OPAC Carousel
  • 7. Notifications and Action Triggers
    • 7.1. Creating Alternate Message Templates
    • 7.2. Mobile Phone Setup
    • 7.3. Pending Patron Emails
    • 7.4. MessageBee SMS Notifications
  • 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. External help with Hatch
    • 2. SIP Protocol
    • 3. How to look up Celluar Phone Carrier
    • 4. Your Library's Development Server

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NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.