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2.6. Library Settings Documentation
Library Settings Documents
The Library Settings Document will provide the necessary pertinent information of an incoming library system. The Library Settings Document is the first documentation recorded when starting a migration, and is shared and discussed with the incoming library system. This documentation allows for the incoming library system to start shaping how it will migrate into the NC Cardinal consortium, based off its own rules and rules that apply to all consortium members.
Once the incoming library system and NCC have completed filling in the necessary settings, NCC can create the Organization Unit for the incoming system and begin setting up the Library Settings.
Using the Library Settings Editor within Evergreen, Local System Administrators (LSAs) can optionally customize Evergreen's behavior for a particular library or library system.
NCC uses a Google Doc Mother template for the Library Settings, which includes Library Information, Financial, Holds, Cataloging, and General information from the incoming migrating library system.
Library Information Template
Financial Library Settings Template
Holds Library Settings Template
Cataloging Settings Template
General Information Template
Categories on these library setting documents include Library Setting Name of functionality, description of functionality, Cardinal Value (if functionality applies across the consortium), Library System Value (where the incoming library system can decide based off their own functionality or rules), Acceptable Values (provides clarity on how to answer the Library System Value), and Recommendations and/or Comments.
- Red highlighted areas designate a value set by the consortium.
- Yellow highlighted areas designate a value set by the incoming library system.
- Blue highlighted areas designate a value that the consortium has a default but the incoming system may choose something different if need be.