Home → About NC Cardinal → Other Resources → Upcoming Evergreen Training Opportunities
Last Updated 07/01/2025
Evergreen Circulation Basics
This 1 hour webinar will look at the basics of circulation in Evergreen, including checking items in and out, creating new patron accounts, applying checkin modifiers, editing due dates, and a look at how circulation policies are set.
Audience: Circulation staff, new hires, staff at recently migrated libraries
How to Search the NC Cardinal Shared Catalog
This 1 hour webinar will include an in-depth demonstration of the NC Cardinal Catalog, with tips and tricks for crafting searches in both the staff client and the OPAC. We will also look briefly at record summaries and details, the process of placing holds for staff and patrons, and creating baskets.
Audience: Circulation staff, Reference and Information staff, new hires, staff at recently migrated libraries
Collection Management
This 2 hour webinar will look at various collection management tools available in Evergreen, including Reports, Inventory, and Acquistions.
Audience: Catalogers, Acquisitions Staff, Collection Managers, Selectors
Cataloging: Subject Headings and Authority Records
This 2 hour webinar will look at using Authority Control Sets and Libray of Congress Subject Headings effectively when cataloging new materials in Evergreen.
Audience: Catalogers
Each month, NC Cardinal will host a virtual drop-in on an Evergreen-related function or topic. Anyone interested in coming and learning more about the topic, asking questions, or sharing their knowledge and experience is welcome.
All drop-ins will start at 2 PM EST and run for 1 hour.
| Month | Topic | Date |
| July | Acquisitions | July 24 |
| August | Reports | Aug 21 |
| September | Circulation | Sep 18 |
| October | Patron Accounts | Oct 23 |
| November | Upgrades Questions | Nov 20 |
| December | Holds Management | Dec 18 |
| January | Inventory and Shelf Reading | Jan 22 |
| February | MARC Records | Feb 19 |
| March | Item Cataloging | March 19 |
| April | communication and documentation | April 23 |
| May | item cataloging | May 21 |
| June | Resource Sharing | June 18 |