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The NC Cardinal consortium consists of multiple counties and their libraries joining forces to offer better support amongst their peers, offer more material for their patrons, and to create everlasting results that make each library valuable.
NC Cardinal’s mission is to provide, maintain and continually develop an efficient, sustainable ILS for public library users and library staff within North Carolina. The establishment of the NC Cardinal consortium promotes a single vision for providing library services and access to library materials for North Carolina library users.
The Resource Sharing section is to provide guidance and best practices for NC Cardinal's resource sharing aspect of the consortium. This is a live document that may need to be amended in the future as the consortium grows into a larger entity.
Excel Format - attached to this page, below, for download
Evergreen has five different levels of holds. Library staff can place holds at all five levels, while patrons can only place meta-record, title-level holds, and parts-level holds. The chart below summarizes the five levels of holds.
Hold level | Abbreviation | When to use | How to use | Who can use | Hold tied to |
---|---|---|---|---|---|
Meta-record |
M |
Patron wants first available copy of multiple titles of the same/different format |
Click on place hold next to the title. From holds confirmation screen, click Advanced hold options and select other applicable formats. |
Patron or staff |
Holdings attached to multiple MARC (title) records sharing the same title and author of selected format(s)(book, video, audiobook, etc.) |
Title |
T |
Patron wants first available copy of a title |
Staff or patron click on place hold next to title. |
Patron or staff |
Holdings attached to a single MARC (title) record |
Parts |
P |
Patron wants a particular part of title (e.g. volume or disk number) |
Staff or patron selects part on the create/edit hold screen when setting holds notification options. |
Patron or staff |
Holdings with identical parts attached to a single MARC (title) record |
Volume |
V |
A call number specific volume of a title is required |
Staff click place hold on any items shown in holdings list, next to the call number. |
Staff |
Holdings with identical call numbers owned by the same library and attached to a single MARC (title) record |
Copy |
C |
Patron or staff want a specific copy of a title |
Staff click details to view barcode then place hold next to that barcode. |
Staff |
Specific Item barcode |
A default hold expiration date will be displayed if the library has set up a default holds expiration period in their library settings. Uncaptured holds will not be targeted after the expiration date.
If you select the Suspend this Hold checkbox, the hold will be suspended and not be captured until you activate it.
To place a title level hold, retrieve the title record on the catalog and click the Place Hold link beside the title on the search results list, or click the Place Hold link on the title summary screen.
A confirmation screen appears with the message "Hold was successfully placed".
Clicking the Advanced Hold Options link will take you into the metarecord level hold feature, where you can select multiple formats and/or languages, if available.
Selecting multiple formats will not place all of these formats on hold. For example, selecting CD Audiobook and Book implies that either the CD format or the book format is the acceptable format to fill the hold. If no format is selected, then any of the available formats may be used to fill the hold. The same holds true for selecting multiple languages.
Metarecords are compilations of individual bibliographic records that represent the same work. This compilation allows for several records to be represented on a single line on the TPAC search results page, which can help to reduce result duplications.
Selecting the Group Formats and Editions checkbox on the Advanced Search page allows the user to perform a metarecord search.
Administrators can also configure the catalog to default to a Group Formats and Editions search by enabling the relevant config.tt2 setting on the server. Setting this option will pre-select the checkbox on the Advanced Search and Search Result Pages. Users can remove the checkmark, but new searches will revert to the default search behavior.
Within the Search Results page, users can also refine their searches and filter on metarecord search results by selecting the Group Formats and Editions checkbox.
The metarecord search results will display both the representative metarecord bibliographic data and the combined metarecord holdings data (if the holdings data is OPAC visible).
The number of records represented by the metarecord are displayed in parentheses next to the title.
The formats contained within the metarecord are displayed under the title.
For the metarecord search result, the Place Hold link defaults to a metarecord level hold.
To place a metarecord level hold:
Selecting multiple formats will not place all of these formats on hold for the user. For example, a user cannot select CD Audiobook and Book and expect to place both the CD and book on hold at the same time. Instead, the user is implying that either the CD format or the book format is the acceptable format to fill the hold. If no format is selected, then any of the available formats may be used to fill the hold. The same holds true for selecting multiple languages.
When users place a hold on an individual bibliographic record they will see an Advanced Hold Options link within the Place Hold screen. Clicking the Advanced Hold Options link will take the users into the metarecord level hold feature, enabling them to select multiple formats and/or languages.
The TPAC now includes a Metarecord Constituent Records page, which displays a listing of the individual bibliographic records grouped within the metarecord. Access the Metarecord Constituent Records page by clicking on the metarecord title on the Search Results page.
This will allow the user to view the results for grouped records.
Within the staff client, Show Holds on Bib for a metarecord level hold will take the staff member into the Metarecord Constituent Records page.
To utilize the metarecord level hold feature, the Global Flag: OPAC Metarecord Hold Formats Attribute must be enabled and its value set at mr_hold_format, which is the system’s default configuration.
Tip: Requested formats are listed in the Holdable Part column in hold records. Use the Column Picker to display it when the hold record is displayed.
Click place hold beside the barcode. Your hold will be on this specific copy.
To retrieve your Holds Pull List, select Circulation → Pull List for Hold Requests.
The Holds Pull List is displayed. You may re-sort it by clicking the column labels, e.g. Title. You can also add fields to the display by using the column picker.
Column adjustments will only affect the screen display and the CSV download for the holds pull list. It will not affect the printable holds pull list.
The following options are available for printing the pull list:
Download CSV – This option is available from the List Actions button (adjacent to the Page "#" button) and saves all fields in the screen display to a CSV file. This file can then be opened in Excel or another spreadsheet program. This option provides more flexibility in identifying fields that should be printed.
With the CSV option, if you are including barcodes in the holds pull list, you will need to take the following steps to make the barcode display properly: in Excel, select the entire barcode column, right-click and select Format Cells, click Number as the category and then reduce the number of decimal places to 0.
The Holds Pull List is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear from the list. The Holds Pull List should be printed at least once a day.
Holds can be captured when a checked-out item is returned (checked in) or an item on the Holds Pull List is retrieved and captured. When a hold is captured, the hold slip will be printed and if the patron has chosen to be notified by email, the email notification will be sent out. The item should be put on the hold shelf.
To capture a hold, select Circulation → Capture Holds (or press Shift-F2).
Scan or type barcode and click Submit.
The following hold slip is automatically printed. If your workstation is not setup for silent printing (via Hatch), then a print window will appear.
If the item should be sent to another location, a hold transit slip will be printed. If your workstation is not setup for silent printing (via Hatch), then another print window will appear.
If a patron has an OPAC/Staff Client Holds Alias in his/her account, it will be used on the hold slip instead of the patron’s name. Holds can also be captured on the Circulation → Check In Items screen where you have more control over automatic slip printing.
This feature ensures that the hold type can be displayed on all hold interfaces.
You will find the following changes to the hold type indicator:
To add the hold type indicator to the simplified pull list, click Simplified Pull List Interface, and right click on any of the column headers. The Column Picker appears in a pop up window. Click the box adjacent to Hold Type, and click Save. The Simplified Pull List Interface will now include the hold type each time that you log into the staff client.
Holds can be cancelled at any time by staff or patrons. Before holds are captured, staff or patrons can suspend them or set them as inactive for a period of time without losing the hold queue position, activate suspended holds, change notification method, phone number, pick-up location (for multi-branch libraries only), expiration date, activation date for inactive holds, etc. Once a hold is captured, staff can change the pickup location and extend the hold shelf time if required.
Staff can edit holds in either patron’s records or the title records. Patrons can edit their holds in their account on the OPAC.
If you use the column picker to change the holds display from one area of the staff client (e.g. the patron record), it will change the display for all parts of the staff client that deal with holds, including the title record holds display, the holds shelf display, and the pull list display.
3. Manage the hold by choosing an action on the list.
a. If you want to cancel the hold, click Cancel Hold from the menu.
You are prompted to select a reason and put in a note if required. To finish, click Apply.
A captured hold with a status of On Hold Shelf can be cancelled by either staff or patrons. But the status of the item will not change until staff check it in.
b. If you want to suspend a hold or activate a suspended hold, click the appropriate action on the list. You will be prompted to confirm your action. Suspended holds have a No value in the Active? column.
Suspended holds will not be filled but its hold position will be kept. They will automatically
become active on the activation date if there is an activation date in the record. Without
an activation date, the holds will remain inactive until staff or a patron activates them
manually.
c. You may edit the Activation Date and Expiration Date by using the corresponding action on
the Actions dropdown menu. You will be prompted to enter the new date. Use the calendar
widget to choose a date, then click Apply. Use the Clear button to unset the date.
d. Hold shelf expire time is automatically recorded in the hold record when a hold is filled. You
may edit this time by using the Edit Shelf Expire Time on the Actions dropdown menu. You will
be prompted to enter the new date. Use the calendar widget to choose a date, then click Apply.
e. If you want to enable or disable phone notification or change the phone number, click Edit
Notification Settings. You will be prompted to enter the new phone number. Make sure you
enter a valid and complete phone number. The phone number is used for this hold only and
can be different from the one in the patron account. It has no impact on the patron account.
If you leave it blank, no phone number will be printed on the hold slip. If you want to enable
or disable email notification for the hold, check Send Emails on the prompt screen.
f. Pickup location can be changed by clicking Edit Pickup Library. Click the dropdown list of all
libraries and choose the new pickup location. Click Submit.
Staff can change the pickup location for holds with in-transit status. Item will be sent in
transit to the new destination. Staff cannot change the pickup location once an item is on
the holds shelf.
g. The item’s physical condition is recorded in the copy record as Good or Mediocre in the Quality
field. You may request that your holds be filled with copies of good quality only. Click Set
Desired Copy Quality on the Actions list. Make your choice in the pop-up window.
1. Holds on one title can be transferred to another with the hold request time preserved. To do so, you need to find the destination title and click Mark for: → Title Hold Transfer.
2. Select the hold you want to transfer. Click Actions → Transfer to Marked Title.
2. You can un-cancel holds.
Based on your library’s setting, hold request time can be reset when a hold is un-cancelled.
Holds need to be retargeted whenever a new item is added to a record, or after some types of item
status changes, for instance when an item is changed from On Order to In Process. The system
does not automatically recognize the newly added items as available to fill holds.
Items with Ready-for-Pickup status are on the Holds Shelf. The Holds Shelf can help you manage items on the holds shelf. To see the holds shelf list, select Circulation → Holds Shelf.
The Holds Shelf is displayed. Note the Actions menu is available, as in the patron record.
You can cancel stale holds here.
Use the column picker to add and remove fields from this display. Two fields you may want to display are Shelf Expire Time and Shelf Time.
Click the Show Clearable Holds button to list expired holds, wrong-shelf holds and canceled holds only. Expired holds are holds that expired before today’s date.
If you cancel a ready-for-pickup hold, you must check in the item to make it available for circulation or trigger the next hold in line.
Hold shelf expire time is inserted when a hold achieves on-hold-shelf status. It is calculated based on the interval entered in Local Admin → Library Settings → Default hold shelf expire interval.
The clear-hold-shelf function cancels shelf-expired holds only. It does not include holds canceled by patron. Staff needs to trace these items manually according to the hold slip date.
Evergreen’s transit feature tracks items transferring among branches. It allows patrons to return items at any branch and for holds to be placed on items at other branches.
When will an item go in transit?
All items received through transit must be checked in by the receiving branch. This changes the items' statuses from In transit to Reshelving or Ready for Pickup.
The Transit List report may be used as a tool to help manage your incoming and outgoing transits.
To access and use the Transit List report:
2. Specify Transit to or Transit from library.
3. Choose a Start Date and End Date for transit activity.
4. Transits should automatically load.
5. Items with an In transit status for the selected time period are listed.
Transits may be cancelled from multiple locations within Evergreen. Circulators and all permission groups that inherit Circulator permissions can cancel transits only when logged into a workstation at either the sending or destination branch. Staff should only cancel transits when they have the item in hand. If someone has the item in hand and is not at the sending or receiving branch, they can either contact staff at one of those branches or ask a Branch Admin or System Admin (who have that permission) to cancel the transit.
Use when processing missing in transit items or a patron requests an item that has just been returned and is in transit to its home library for reshelving. This procedure can be performed from the Transit List or from the Item Status screen.
Items with a status of In transit trigger a notification when an attempt is made to check them out. To allow In transit items to be checked out, override the block by clicking Cancel Transit on the alert screen. Proceed by clicking Checkout.
Note: Staff should only cancel transits when they have the item in hand.
The State Library has put together a grouping of supplies for the resource sharing aspect of NC Cardinal that we recommend to have on hand or purchase locally. Resource sharing "kits" may contain some of the following supplies:
Indestructo Mailers (DVD) 8x6x4 |
Cardboard Boxes 12x9x6 |
Cardboard Boxes 16x12x10 |
Shipping size needs to be 18"x13"x5" or smaller to avoid $10.89 additional handling charges
Bubble envelopes 7.25x12 |
Brecknell GP100 Portable Electronic Utility Bench Scale : 100lb Capacity
FedEx provides free printable shipping labels:
MUNBYN External Rolls Label Holder (fits FedEx labels listed above)
Zebra ZP 450 Label Thermal Bar Code Printer
MFLABEL® 20 Rolls of 250 4x6 Direct Thermal Blank Shipping Labels for Zebra
Packaging tape or duct tape can be used to secure your shipping packages and for reinforcement with partially damaged boxes, bubble-lined envelopes.
Bubble wrap audiovisual equipment for protection of the casing and its contents. Be creative, but also be mindful that everyone is sharing material that is valuable to its system.
FedEx printed labels that delegate where the package(s) are being sent. These are highlighted in the FedEx section of this document.
FedEx provides the consortium with plastic shipping label pouches, found at Packing & Shipping Supplies section of the website. You can select Packing and Shipping Supplies from the Shipping menu, and then select the "Order Free FedEx Express Supplies" option. They are what you should use to contain the actual shipping label you print off from the FedEx website designating the package you are sending along with its tracking number.
FedEx Small Pouch
Part No.: 158396
Dimensions: 10-7/8' x 6-7/8' (27.62cm x 17.46cm)
It should be noted that not all of the free supplies offered by FedEx are available to us, because we use FedEx Ground and NOT FedEx Express.
When viewing the page linked above, it is important that you check the details of each item listed. If it says "For FedEx Express shipments only" (example highlighted below), it cannot be ordered.
To help mitigate this, it is recommended that you select the "Ground" option in the search criteria list on the left of the screen, as pictured below. This will restrict the list to only supplies that can be ordered for FedEx Ground.
Of those listed, the following are irrelevant for our purposes:
Please Note: FedEx stresses that the only supplies that should be ordered are the printable shipping labels (part #167072) and the small pouches (part #158396) described above.
This Item Damage Slip should be used whenever items either arrive to the pickup library for check out or when returning to its owning library.
Last updated 04/17/19
Listed below are the current hold policy restrictions for patrons of NC Cardinal Libraries requesting materials from outside their library system.
These restrictions do not reflect policies that affect a library’s “own” patrons.
All libraries have 6-month age hold protection on newly-active items. All libraries have Reference material as non-holdable.
Library System |
Restricted Items |
Hold Limits |
Alexander |
Reference materials |
Non-county Patron hold request limit = 25 |
Appalachian Regional |
Reference materials |
No restrictions |
BHM Regional
|
Ocracoke School items Bags Equipment Kits Magazines Microfilm Reference materials |
Non-county Patron hold request limit = 25 |
Bladen |
Local History materials Reference materials |
Non-county Patron hold request limit = 25 |
Braswell |
Binoculars Laptops Leappads Local History materials Magazines Microfilm Mobile Hot Spots Reference materials Telescopes Video Kits |
Non-county Patron hold request limit = 25 |
Brown |
Local History materials Reference materials |
Non-county Patron hold request limit = 25 |
Buncombe |
Art Print E-resources Laptops Magazines Microfilm Newspapers Reference materials Tools |
Non-county Patron hold request limit = 25 |
Caldwell |
Equipment Reference materials |
Non-county Patron hold request limit = 25
|
Caswell |
Reference materials |
Non-county Patron hold request limit = 25 |
Cleveland
|
Cleveland County Outreach branch items |
No restrictions |
Cooley |
Genealogy Laptops Local History materials Magazines Reference materials |
Non-county Patron hold request limit = 25 |
Cumberland |
Kits Launchpads Magazines Playaways Reference materials |
Non-county Patron hold request limit = 25
|
Davidson |
Reference materials |
Non-county Patron hold request limit = 25 |
Davie
|
Data discs E-resources Reference materials Materials classified as Special Teaching Aid materials |
No restrictions |
Farmville
|
Magazines Reference materials |
No restrictions |
Fontana Regional |
Reference materials |
No restrictions |
Forsyth |
FORSYTH_AO, FORSYTH_CO, and FORSYTH_SP_SVCS branch items Equipment E-Resources Magazines Microform Reference materials Software |
Non-county Patron hold request limit = 30
|
Franklin |
Games Reference materials |
No restrictions |
Granville |
Boodle Bags Local History materials Reference materials |
Non-county Patron hold request limit = 25 |
Halifax |
Equipment Local History materials Kit Magazines Reference materials |
Non-county Patron hold request limit = 20 |
Harnett |
Equipment Kit Magazines Reference materials |
Non-county Patron hold request limit = 25 |
Haywood |
Reference materials |
No restrictions |
Henderson |
Reference materials Kit |
Non-county Patron hold request limit = 25 |
Iredell |
Reference materials |
No restrictions |
Johnston |
Reference materials |
Non-county Patron hold request limit = 25 |
Lee |
Reference materials |
No restrictions |
Mauney |
Kit Reference materials |
No restrictions |
McDowell |
Reference materials Magazines |
No restrictions |
Neuse Regional |
Reference materials |
Non-county Patron hold request limit = 25 |
Northwestern Regional |
Local History materials Microfilm Reference materials |
Non-county Patron hold request limit = 30 |
Perry |
Equipment Local History materials Reference materials |
Non-county Patron hold request limit = 50 |
Polk |
Local History materials Microfilm Reference materials |
Non-county Patron hold request limit = 50 |
Rockingham |
Film Genealogy Maps Reference materials Puzzles |
Non-county Patron hold request limit = 50 |
Scotland |
Reference materials |
Non-county Patron hold request limit = 25 |
Wayne
|
Reference materials Story bags |
Non-county Patron hold request limit = 10 |
See this information in a dynamic tool built by Kenneth Odom of Rutherford County:
https://datastudio.google.com/reporting/14c618fa-327d-4651-937d-8310c78e6ba5
These Cardinal contacts are to assist with any issues that may occur within a library system (how to handle damaged items, patron issues, etc.)
Library System | Contact Person | Phone Number | Library Position | Contact | |
Alexander | Zachary Mull | 828.632.4058 | zmull@alexandercountync.gov | Library Assistant | Primary |
Laura Crooks | 828.632.4058 | lcrooks@alexandercountync.gov | Director | Secondary | |
AMY Regional | Jamie McCabe | 828.682.4476 | amybookmobile@gmail.com | Bookmobile/Outreach Librarian | Primary |
Wayne Edwards | 828.682.2600 | wayne@amyregionallibrary.org | Branch Manager | Secondary | |
Appalachian Regional | Nicole de Bruijn | 336.838.2818 x239 | ndebruijn@arlibrary.org | Tech Services / Resource Sharing | Primary |
Ryan Church | 336.838.2818 x233 | rchurch@arlibrary.org | Tech Services | Secondary | |
BHM Regional | Alice Foye | 252.946.6401 x12 | afoye@bhmlib.org | Tech Services Coordinator | Primary |
Mary Tankard | 252.946.6401 x13 | mtankard@bhmlib.org | Tech Services Assistant | Secondary | |
Bladen | Agnes McCall | 910.862.6992 | amccall@bladenco.org | Assistant Director | Primary |
Elizabeth Hines | 910.862.6789 | ehines@bladenco.org | Library Assistant III | Secondary | |
Braswell | Lakesha Joyner | 252.442.1951 x253 | ljoyner@braswell-library.org | Circulation Services Manager | Primary |
Timothy Thompson | 252.442.1951 x222 | trthompson@braswell-library.org | Library Assistant | Secondary | |
Brown | Teresa Patti | 252.946.4300 | tpatti@washingtonnc.gov | Circulation Supervisor | Primary |
Kimberly Davenport | 252.946.4300 | kdavenport@washingtonnc.gov | Library Services Coordinator | Secondary | |
Buncombe | Tammy Silver | 828.250.4719 | Tammy.Silver@buncombecounty.org | Tech Services | Primary |
Cheryl Middleton | 828.250.4755 | cheryl.middleton@buncombecounty.org | Branch Manager / Trainer | Secondary | |
Burke | Devin DeCanio | 828.874.2421 | devin.decanio@burkenc.org | Library Assistant | Primary |
Page Andersen | 828.874.2421 | pandersen@bcpls.org | Branch Manager | Secondary | |
Caldwell | Cory Ledford | 828.757.1270 | cledford@caldwellcountync.org | Tech Services Staff | Primary |
Susan Clark | 828.757.1276 | sclark@caldwellcountync.org | Technical Services Librarian | Secondary | |
Carteret | Mary Wilson | 252.648.7725 | mary.wilson@carteretcountync.gov | Technical Services Supervisor | Primary |
Pamela Clark | 252.648.7725 | pamela.clark@carteretcountync.gov | Circulation Technician | Secondary | |
Caswell | Doris Hyler | 336.694.6241 | dhyler@caswellcountync.gov | Circulation Supervisor | Primary |
Jackie Jones | 336.694.6241 | jjones@caswellcountync.gov | Adult Services | Secondary | |
Clayton | Mel Poole | 919.553.5542 x6212 | mpoole@townofclaytonnc.org | Circulation Supervisor | Primary |
Gabe Johnson | 919.553.5542 x6206 | gjohnson@townofclaytonnc.org | Catalog Librarian | Secondary | |
Cleveland | Adriene Jones | 704.487.9069 x139 | Adriene.Jones@clevelandcountync.gov | Adult Services Manager | Primary |
Wright Adams | 704.487.9069 x223 | wadams@ccml.org | Director | Secondary | |
Cooley | Amanda Yetter | 252.459.2106 x425 | amanda.yetter@townofnashvillenc.gov | Library Director | Primary |
Otis Chancey | 252.459.2106 | Otis.Chancey@townofnashvillenc.gov | Library Assistant | Secondary | |
Cumberland | Khadijah Jones | 910.483.7727 x1309 | kjones@cumberlandcountync.gov | MOS Administrative Support Specialist | Primary |
Krysti Thomas | 910.483.7727 x1356 | kthomas@cumberlandcountync.gov | Secondary | ||
Davidson | Joy Cecil-Dyrkacz | 336.242.2941 | Joy.Cecil-Dyrkacz@DavidsonCountyNC.gov | Tech Services Manager | Primary |
Kimberly Steelman | 336.242.2940 | Kimberly.Steelman@davidsoncountync.gov | Tech Services Assistant | Secondary | |
Davie | Derrick Wold | 336.753.6034 | dwold@daviecountync.gov | Director | Primary |
Ashlyn O'Brien | 336.753.6036 | aobrien@daviecountync.gov | Customer Service Supervisor | Secondary | |
Duplin | Esbeidi Borja | 910.296.2117 | esbeidi.borja@duplincountync.com | Cataloger | Primary |
Jacob Simpson | 910.293.4664 | jacob.simpson@duplincountync.com | Library Assistant | Secondary | |
Farmville | Candis Wiilliams | 252.753.3355 | cwilliams@farmvillenc.gov | Library Technician | Primary |
Angie Bates | 252.753.3355 | abates@farmvillenc.gov | Director | Secondary | |
Fontana Regional | Diann Ball | 828.488.2382 x121 | dball@fontanalib.org | Regional Office Manager | Primary |
Donna Rowland | 828.488.2382 x126 | drowland@fontanalib.org | Local Admin/Finance Assistant | Secondary | |
Forsyth | Kathryn Nesbit | 336.703.3048 | nesbitk2@forsyth.cc | Tech Services | Primary |
Secondary | |||||
Franklin | Wayne Hunt | 919.496.2111 | whunt@franklincountync.us | Assistant Library Director | Primary |
Ann Wells | 919.496.2111 | awells@franklincountync.us | Library Tech II / Resource Sharing | Secondary | |
GHL/State Library of NC | Velappan Velappan | 919.814.6821 | velappan.velappan@ncdcr.gov | Collection Unit Manager | Primary |
Jennifer Davison | 919.814.6810 | Jennifer.Davison@ncdcr.gov | Head, Content Management and Access Branch | Secondary | |
Gibsonville | Jessica Arnold | 336.449.6455 | jarnold@gibsonville.net | Library Director | Primary |
Ashley Frost | 336.449.6455 | afrost@gibsonville.net | Collection, Circulation and Admin. Backup | Secondary | |
Granville | Amy Humphries | 919.693.1121 | amy.humphries@granvillecounty.org | Head of Technical Services | Primary |
Lydia Fontenelle | 919.693.1121 | lydia.fontenelle@granvillecounty.org | PT Tech Services Assistant | Secondary | |
Halifax | Barb Valdes | 252.583.3631 | bav1968@gmail.com | Branch Manager / Tech Services Manager | Primary |
Cheryl Brown | 252.583.3631 | ckbrown0929@gmail.com | Library Associate | Secondary | |
Harnett | William Coberly | 910.893.3446 | wcoberly@harnett.org | Circulation Manager | Primary |
LaShauna Williams | 910.893.3446 | lwilliams@harnett.org | Resource Sharing Coordinator | Secondary | |
Haywood | Caroline Roten | 828.356.2518 | Caroline.Roten@haywoodcountync.gov | Assistant Library Director | Primary |
Shane Green | 828.356.2513 | Shane.Green@haywoodcountync.gov | Resource Sharing Manager | Secondary | |
Henderson | Juliet Lambert | 828.697.4725 x2316 | jlambert@hendersoncountync.gov | Library Technician | Primary |
Forrest Tate | 828.697.4725 x2324 | ftate@hendersoncountync.gov | Library Technology Specialist | Secondary | |
Iredell | Brandi Grubb | 704.878.3090 x8806 | brandi.grubb@co.iredell.nc.us | Library Program Specialist | Primary |
Tayler Kiser | 704.878.3090 x2407 | tayler.kiser@co.iredell.nc.us | Library Assistant | Secondary | |
Johnston | Hannah Sitter | 984.230.4885 | hsitter@pljcs.org | Circulation Supervisor | Primary |
Johnnie Pippin | 919.934.8146 | jpippin@pljcs.org | Library Director | Secondary | |
Lee | Beth List | 919.718.4665 x5488 | blist@leecountync.gov | Director | Primary |
Jeremy Mullins | 919.718.4665 | jmullins@leecountync.gov | Circulation and Administrative Supervisor | Secondary | |
McDowell | Kirsten Reel | 828.652.3858 | kreel@mcdowellpubliclibrary.org | Circulation Manager | Primary |
Lisa Burgess | 828.652.3858 | lburgess@mcdowellpubliclibrary.org | Resource Sharing Coordinator | Secondary | |
Madison | Billie Chandler | 828.649.3741 | bchandler@madisoncountync.gov | Branch Manager | Primary |
Shawna Bryce | 828.689.5183 | sbryce@madisoncountync.gov | Branch Manager | Secondary | |
Mauney | Christina Martin | 704.739.2371 x2577 | Christina.Martin@mauneylibrary.org | Library Services Manager | Primary |
Trey Ross | Trey.Ross@mauneylibrary.org | Senior Library Assistant | Secondary | ||
Nantahala Regional | Trudy Morrow | 828.837.2025 | tmorrow@nantahalalibrary.org | Bookmobile Branch Manager | Primary |
Melissa Barker | 828.837.2417 | mbarker@nantahalalibrary.org | Murphy Public Library Branch Manager | Secondary | |
Neuse Regional | Sarah Sever | 252.527.7066 x134 | ssever@neuselibrary.org | Library Services Manager | Primary |
Charlene Sanderson | 252.527.7066 x148 | csanderson@neuselibrary.org | Circulation Supervisor | Secondary | |
Northwestern Regional | Sunnie Prevette | 336.835.4894 | sprevette@nwrl.org | Branch Supervisor/Technology Supervisor | Primary |
Tonya Triplett | 336.835.4894 | ttriplett@nwrl.org | Processing Technician | Secondary | |
Onslow | Kathleen Grasser | 910.455.7350 | kathleen_grasser@onslowcountync.gov | Head of Public Services | Primary |
Senatra Spearmon | 910.455.7350 x1417 | senatra_spearmon@onslowcountync.gov | Adult Services Librarian | Secondary | |
Perry | Kenya Allen | 252.438.3316 x244 | kallen@perrylibrary.org | Technical Services Assistant | Primary |
Patti McAnally | 252.438.3316 x232 | pmcanally@perrylibrary.org | Director | Secondary | |
Person | Amber Carver | 336.330.2298 | acarver@personcountync.gov | Library Technician | Primary |
Nikki Scoville | 336.330.2294 | nscoville@personcountync.gov | Adult & Reference Librarian | Secondary | |
Polk | Alan Smith | 828.894.8721 x285 | asmith@polklibrary.org | Public Services Manager | Primary |
Marcie Dowling | 828.894.8721 x281 | mdowling@polklibrary.org | Director | Secondary | |
Rockingham | Rebecca Smith | 336.623.3168 | rsmith@co.rockingham.nc.us | Reference Librarian | Primary |
Rhonda Hooker | 336.548.6553 | rhooker@co.rockingham.nc.us | Reference Librarian | Secondary | |
Rutherford | Stephanie Long | 828.287.6396 | stephanie.long@rutherfordcountync.gov | Circulation Manager | Primary |
April Young | 828.287.6117 | april.young@rutherfordcountync.gov | Library Director | Secondary | |
Sampson | Erin Heath | 910.592.4153 | eheath@sampsonnc.com | Information Services Associate | Primary |
Kelsey Edwards | 910.592.4153 | kedwards@sampsonnc.com | Library Director | Secondary | |
Sandhill | Bonita Collins | 910.997.3388 | bonita.collins@srls.info | Director of Technical Services | Primary |
Nicole Jones | 910.997.3388 | nicole.jones@srls.info | Resource Sharing | Secondary | |
Scotland | Ann Locklear | 910.276.0563 x7 | annlocklear@scotlandcounty.org | Assistant to Director | Primary |
Leon Gyles | 910.276.0577 | lgyles@scotlandcounty.org | Director | Secondary | |
Stanly | Sara Hahn | 704-986-3766 | shahn@stanlycountylibrary.org | Director | Primary |
Ashley Flair | 704-986-3764 | aflair@stanlycountylibrary.org | Circulation Manager | Secondary | |
Transylvania | Derek Nelson | 828.884.3151 x1802 | derek.nelson@transylvaniacounty.org | Circulation | Primary |
Robert Fleming | 828.884.3151 x1822 | robert.fleming@transylvaniacounty.org | Resource Sharing / Shipping | Secondary | |
Warren | Christy Bondy | 252.257.4990 x 1050 | christybondy@warrencountync.gov | Library Director | Primary |
Terry Alston | 252.257.4990 x1050 | terryalston@warrencountync.gov | Library Technical Assistant | Secondary | |
Wayne | Tamara Baltazar | 919.299.8105 x8010 | tamara.baltazar@waynegov.com | Tech Services Supervisor | Primary |
State Library | Benjamin Murphy | 919.814.6797 | benjamin.murphy@ncdcr.gov | NC Cardinal Program Manager |
The following instructions have been provided by member libraries as a quick reference for other member libraries in the event of a patron damaging or losing an item borrowed through resource sharing. These specific instructions are intended to supersede the more general instructions provided here in the Resource Sharing Best Practices. In cases where specific instructions have not been provided, you may follow the Resource Sharing Best Practices.
It is recommended that even when a library has provided specific instructions you still contact them directly beforehand as a courtesy.
ALEXANDER |
Replacement copies are fine with us. New or used in good condition. We would prefer to communicate library to library, but we're flexible. |
AMY |
AMY Regional Library will gladly accept gently used or new copies of the same ISBN. Please have a staff member email Jamie McCabe at amybookmobile@gmail.com |
ARL |
In the spirit of the “your sandbox, your rules” that apply to the rest of the various circulation processes, we are comfortable with whatever works best for the circulating system but would appreciate someone contacting us first with the information on the lost/damaged item so we can get it deleted and giving us a heads up if a new copy is being sent. |
BHM |
BHM Regional would prefer the option of a replacement copy, as long as it has the same ISBN and is new. It would also be great if the borrowing library would either call or send an email to one of the resource sharing team to let us know that a replacement copy is coming and the barcode number on the lost item. |
BLADEN |
|
BRASWELL |
Call us to discuss |
BROWN |
Brown would prefer the library system contact us first. We accept new or like new replacement items but the ISBN must be the same. However, if items are very old and therefore difficult to find, we would like to discuss alternative solutions. |
BUNCOMBE |
Replacement copy preferred (new copy, same ISBN). Circulating library should contact owning branch to discuss specifics and to keep apprised of the situation (i.e. patron chose to pay; or replacement on the way) |
BURKE |
No replacements. Please have patron contact us at fines@bcpls.org or contact Page Andersen at 828-874-2421 or 828-764-9283. |
CALDWELL |
We prefer a replacement, as long as it is the same ISBN and in new condition. We also appreciate the library notifying us to let us know of the situation. If any other issue comes up, please call or email our resource sharing contacts. |
CARTERET |
Please have your resource sharing primary/secondary contact person email Carteret's primary/secondary contact person so we can discuss the best solution. In general, we are open to a replacement copy if it is the same ISBN and in new condition.
|
CASWELL |
|
CLEVELAND |
At Cleveland, we'd prefer that the patron be put in contact with us, and the circulating library staff contact us (preferably through email) and let us know about the issue. |
COOLEY |
Call us to discuss. Definitely email us to let us know that the item has been marked as lost. Allow the payment of the lost item to be paid for at the location where patron loaned item/let library know item was lost.
|
CUMBERLAND |
In the spirit of the “your sandbox, your rules” that apply to the rest of the various circulation processes, we are comfortable with whatever works best for the circulating system but would appreciate someone contacting us first with the information on the lost/damaged item so we can get it deleted and giving us a heads up if a new copy is being sent. |
DAVIDSON |
New replacements are accepted - must have same ISBN or be the same type (hardback vs. paperback). Library staff should contact Resource Sharing Contacts by email to notify of a replacement being sent. |
DAVIE |
|
DUPLIN |
We will accept a new copy with the same ISBN, when the book is lost we would like a notification sent to us at: esbeidi.borja@duplincountync.com to mark the book in our catalog as missing/lost. If you have any question you can contact us through the previous email or call us at 910-296-2117. |
FARMVILLE |
I would like them to notify us so that we can mark the book lost and charge the patron for the cost of the book. |
FONTANA |
|
FORSYTH |
Will take new or like new replacements. Staff can contact resource sharing contact with questions. Include Cardinal resource sharing note with replacement item. |
FRANKLIN |
Replacements are OK, as long as it has the same ISBN. Book can be used if in good shape |
GRANVILLE |
Borrowing library/system to please call/email resource sharing contact to discuss. Replacements are OK, as long as it has the same ISBN. Book must be new. |
HALIFAX |
Replacements are OK, as long as it has the same ISBN. Book must be new. Only want to deal with loaning library not patron. |
HARNETT |
Replacements are OK, as long as it has the same ISBN. Book must be new. Communication library to library, Circulating library contacts owning library for details. |
HAYWOOD |
We do not take replacements for lost items, we would prefer that once an item is paid for the borrowing library let RS contact person know. We can then re-order the item. |
HENDERSON |
Replacements are preferred. Must be same ISBN, must be new condition. |
IREDELL |
Replacements are OK, as long as it has the same ISBN. Book can be used if in good shape. I would like to be informed about it so I know to look for the book. |
JOHNSTON |
New replacements preferred (same ISBN). Will accept like-new replacement if out of print. Include RS Note with replacement item; no need to contact. |
LEE |
Call us to discuss. Refer the patron to us. Replacements are accepted with same ISBN and new condition. |
MADISON |
MCPLs will accept replacement copies with same ISBN in like-new condition. We prefer that the patron contact us at 828-649-3741 to discuss. |
MAUNEY |
We do not take replacements. |
MCDOWELL |
Prefer a replacement copy, new or like new, with the same ISBN number. Library to library communication is fine. |
NANTAHALA |
|
NEUSE |
Neuse does not accept replacement copies. Once a book has been paid for we appreciate the correspondence from the borrowing library so that we can decide to reorder or not.
|
NORTHWESTERN |
If our items are lost or damaged, Northwestern Regional Library prefers a replacement with the same ISBN and in new condition. Also, we prefer contacting Sunnie Prevette at the Regional office, preferably by email. When sending the replacement item, please include a note.
|
ONSLOW |
Please call or email us to discuss.
|
PERRY |
|
PERSON |
Person does not accept replacements unless approved by our director. We appreciate having our resource sharing contact notified about lost, damaged, or claims returned materials. |
POLK |
Replacements are OK, as long as it has the same ISBN. Item must be new. |
ROCKINGHAM |
I would like the item replaced if possible first. If not able to do this, patron is to be charged the cost of the book to their account. I would also like contact from the library that is collecting on the incident.
|
RUTHERFORD |
Have patron contact owning library. Replacements are acceptable, as long as they are new with the same ISBN as missing copy. |
SAMPSON |
Replacement copy is preferred (same ISBN). New copy is preferred but will accept like new replacements due to the age of some material. Communication library to library, Circulating library contacts owning library for details. Include Cardinal RS note with replacement copy.
|
SANDHILL |
Replacements are OK, as long as it has the same ISBN. Book can be used if in good shape.
|
SCOTLAND |
At Scotland County Memorial Library, we would rather have contact between library staff only (email is best); replacements are fine as long as the ISBN is the same and the book is in new or like new condition; if the patron chooses to pay they can do so at their circulating library, and we will decide whether or not we want to replace the book. |
STANLY |
|
TRANSYLVANIA |
Transylvania does not offer to accept replacements for lost items. We appreciate having our resource sharing contact notified about lost, damaged, or claims returned materials. |
WAYNE |
Call us to discuss. Replacements are OK, as long as it has the same ISBN. Book preferred new, but can be used if in good shape. |
System |
Shipping Branch |
Other Branches |
---|---|---|
ALEXANDER: Alexander County Library | ALEXANDER_MAIN: Alexander Main Library |
|
AMY: AMY Regional Library | AMY_HQ: AMY Regional Library Office |
|
APPALACHIAN: Appalachian Regional Library | WILKES: Wilkes County Public Library |
|
BHM: BHM Regional Library | BHM_HQ: BHM Headquarters Library |
|
BLADEN: Bladen County Library | BLADEN_MAIN: Bladen Main Branch |
|
BRASWELL: Braswell Memorial Library | BRASWELL_MAIN: Braswell Memorial Main Library |
|
BROWN: Brown Library System | BROWN_MAIN: George H. & Laura E. Brown Library | |
BUNCOMBE: Buncombe County Library | PACK: Pack Memorial Library |
|
BURKE: Burke County Public Library | VALDESE: Valdese Public Library |
|
CALDWELL: Caldwell County Public Library | LENOIR: Lenoir Library |
|
CARTERET: Carteret County Public Library | BEAUFORT_MAIN: Beaufort Main |
|
CASWELL: Caswell County Public Library | GUNN: Gunn Memorial Public Library | |
CLAYTON: Clayton Library System | HOCUTT_ELLINGTON: Hocutt-Ellington Memorial Library | |
CLEVELAND: Cleveland County Library System | CLEVELAND_MAIN: Cleveland County Main Library |
|
COOLEY: H.D. Cooley Library | BRASWELL_MAIN: Braswell Memorial Main Library |
|
CUMBERLAND: Cumberland County Library | CUMBERLAND_HQ: Cumberland Headquarters |
|
DAVIDSON: Davidson County Public Library | LEXINGTON: Lexington Public Library |
|
DAVIE: Davie County Public Library | MOCKSVILLE: Mocksville |
|
DUPLIN: Duplin County Public Library | DORTHY_WIGHTMAN: Dorothy Wightman Library |
|
FARMVILLE: Farmville Public Library System | FARMVILLE_MAIN: Farmville Public Library | |
FONTANA: Fontana Regional Library | SWAIN: Marianna Black Library |
|
FORSYTH: Forsyth County Public Library | FORSYTH_CENTRAL: Forsyth Central |
|
FRANKLIN: Franklin County Library | LOUISBURG: Louisburg - Main Branch |
|
GIBSONVILLE: Gibsonville Public Library System | GIBSONVILLE_MAIN: Gibsonville Public Library | |
GRANVILLE: Granville County Library | THORNTON: Richard H. Thornton Main Library |
|
HALIFAX: Halifax County Library | HALIFAX_MAIN: Halifax Main Library |
|
HARNETT: Harnett County Library | HARNETT_MAIN: Harnett County Main Library |
|
HAYWOOD: Haywood County Library | HAYWOOD_MAIN: Haywood County Main Library |
|
HENDERSON: Henderson County Public Library | HENDERSON_MAIN: Henderson Main Branch |
|
IREDELL: Iredell County Public Library | STATESVILLE: Statesville Main Library |
|
JOHNSTON: Johnston County Affiliated Libraries | SMITHFIELD: Public Library of Johnston County and Smithfield |
|
LEE: Lee County Library | LEE_MAIN: Lee County Main Library |
|
MADISON: Madison County Public Library | MARSHALL: Madison Main Library |
|
MAUNEY: Mauney Memorial Library System | MAUNEY_MAIN: Mauney Memorial Library |
|
MCDOWELL: McDowell County Public Library | MARION: Marion Library |
|
NANTAHALA: Nantahala Regional Library | MURPHY: Murphy Public Library |
|
NC_GOV: NC State Government | GHL: Government and Heritage Library |
|
NEUSE: Neuse Regional Library | KINSTON: Kinston-Lenoir County Public Library |
|
NORTHWESTERN: Northwestern Regional Libraries | ELKIN: Elkin Public Library |
|
ONSLOW: Onslow County Public Library | JACKSONVILLE: Jacksonville Main Library |
|
PERRY: Perry Memorial Library System | PERRY_MAIN: Perry Memorial Library |
|
PERSON: Person County Public Library | PERSON_MAIN: Person County Library |
|
POLK: Polk County Public Libraries | POLK_COL: Columbus Library |
|
ROCKINGHAM: Rockingham County Public Library | EDEN: Eden Library |
|
RUTHERFORD: Rutherford County Library System | RUTHERFORD_MAIN: Rutherford County Library |
|
SAMPSON: Sampson-Clinton Public Library | HOLLIDAY: J.C. Holliday Library |
|
SANDHILL: Sandhill Regional Library | LEATH: Leath Memorial Library |
|
SCOTLAND: Scotland County Memorial Library System | SCOTLAND_MAIN: Scotland County Memorial Library |
|
STANLY: Stanly County Public Library | STANLY_ALBEMARLE: Albemarle Main Library |
|
TRANSYLVANIA: Transylvania County Library System | TRANSYLVANIA_MAIN: Transylvania County Library |
|
WAYNE: Wayne County Public Library | STEELEMEM: Steele Memorial Library |
|
Library System | Hub Branch | Mailing Address | Hub Phone Number |
Alexander | ALEXANDER_MAIN | 77 1st Ave. S.W., Taylorsville, NC 28681 | 828-632-4058 |
AMY Regional | AMY_HQ |
289 Burnsville School Rd., Burnsville, NC 28714 |
828.682.4476 |
Appalachian Regional | WILKES | 215 Tenth St., N. Wilkesboro, NC 28659 | 336-838-2818 |
BHM | BHM_HQ | 158 N. Market St., Washington, NC 27889 | 252-946-6401 |
Bladen | BLADEN_MAIN | 111 N. Cypress St., Elizabethtown, NC 28337 | 910-862-6990 |
Brown | BROWN_MAIN | 122 Van Norden St., Washington, NC 27889 | 252-946-4300 |
Braswell & H.D. Cooley | BRASWELL_MAIN | 727 N. Grace St., Rocky Mount, NC 27804 | 252-442-1951 |
Buncombe | PACK | 67 Haywood St., Asheville, NC 28801 | 828-250-4719 |
Burke | VALDESE | 213 St. Germain Ave. S.E., Valdese, NC 28690 | 828-874-2421 |
Caldwell | LENOIR | 120 Hospital Ave. N.E., Lenoir, NC 28645 | 828-757-1275 |
Carteret | BEAUFORT_MAIN | 1702 Live Oak St., Suite 100, Beaufort, NC 28516 | 252-728-2050 |
Caswell | GUNN | 161 Main St. E., Yanceyville, NC 27379 | 336-694-6241 |
Clayton | HOCUTT_ELLINGTON | 100 S. Church St., Clayton, NC 27520 | 919-553-5542 |
Cleveland | CLEVELAND_MAIN | 104 Howie Dr., Shelby, NC 28150 | 704-487-9069 |
Cooley | BRASWELL_MAIN | 727 N. Grace St., Rocky Mount, NC 27804 | 252-442-1951 |
Cumberland | CUMBERLAND_HQ | 300 Maiden Lane, Fayetteville, NC 28301 | 910-483-7727 |
Davidson | LEXINGTON | 612 S. Main St., Lexington, NC 27292 | 336-242-2941 |
Davie | MOCKSVILLE | 371 N. Main St., Mocksville, NC 27028 | 336-753-6030 |
Duplin | DORTHY_WIGHTMAN | 107 Bowden Dr., Kenansville, NC 28349 | 910-296-2117 |
Farmville | FARMVILLE_MAIN | 4276 W. Church St., Farmville, NC 27828 | 252-753-3355 |
Fontana Regional | SWAIN | 33 Fryemont St., Bryson, NC 28713 | 828-488-2382 |
Forsyth | FORSYTH_CENTRAL | 660 W. Fifth St., Winston-Salem, NC 27101 | 336-703-3045 |
Franklin | LOUISBURG | 906 N. Main St., Louisburg, NC 27549 | 919-496-2111 |
Gibsonville | GIBSONVILLE_MAIN | 506 Church St., Gibsonville, NC 27249 |
336-449-6455 |
GHL/ State Library of NC | GHL | 109 E. Jones St., Raleigh, NC 27601 | 910-807-7450 |
Granville | THORNTON | 210 Main St., Oxford, NC 27565 | 919-693-1121 |
Halifax | HALIFAX_MAIN | 33 S. Granville St., Halifax, NC 27839 | 252.583.3631 |
Harnett | HARNETT_MAIN | 455 McKinney Parkway, Lillington, NC 27546 | 910-893-3446 |
Haywood | HAYWOOD_MAIN | 678 S. Haywood St., Waynesville, NC 28786 | 828-356-2518 |
Henderson | HENDERSON_MAIN | 301 N. Washington St., Hendersonville, NC 28739 | 828-697-4725 |
Iredell | STATESVILLE | 201 N. Tradd St., Statesville, NC 28677 | 704-878-3147 |
Johnston | SMITHFIELD | 305 E. Market St., Smithfield, NC 27577 | 919-934-8146 |
Lee | LEE_MAIN | 107 Hawkins Ave., Sanford, NC 27330 | 919-718-4665 |
McDowell | MARION | 90 W. Court St., Marion, NC 28752 | 828-652-3858 |
Madison | MARSHALL | 1335 N. Main St., Marshall, NC 28753 | 828.649.3741 |
Mauney | MAUNEY_MAIN | 100 S. Piedmont Ave., Kings Mountain, NC 28086 | 704-739-2371 |
Nantahala | MURPHY | 11 Blumenthal St., Murphy, NC 28906 | 828-837-2025 |
Neuse Regional | KINSTON | 510 N. Queen St., Kinston, NC 28501 | 252-527-7066 |
Northwestern Regional | ELKIN | 111 N. Front St., Elkin, NC 28621 | 336-835-4894 |
Onslow | JACKSONVILLE | 58 E. Doris Ave., Jacksonville, NC 28540 | 910-455-7350 |
Perry | PERRY_MAIN | 205 Breckenridge St., Henderson, NC 27536 | 252-438-3316 |
Person | PERSON_MAIN | 319 S. Main St., Roxboro, NC 27573 | 336-330-2298 |
Polk | POLK_COL | 1289 W. Mills St., Columbus, NC 28722 | 828-894-8721 |
Rockingham | EDEN | 598 S. Pierce St., Eden, NC 27288 | 336-623-3168 |
Rutherford | RUTHERFORD_MAIN | 255 Callahan Koon Rd., Spindale, NC 28160 | 828-287-6396 |
Sampson | HOLLIDAY | 217 Graham St., Clinton, NC 28328 | 910-592-4153 |
Sandhill | LEATH | 412 E. Franklin St., Rockingham, NC 28379 | 910-997-3388 |
Scotland | SCOTLAND_MAIN | 312 W. Church St., Laurinburg, NC 28352 | 910-276-0563 |
Stanly | STANLY_ALBEMARLE | 133 E. Main St., Albemarle, NC 28001 | 704-986-3755 |
Transylvania | TRANSYLVANIA_MAIN | 212 S. Gaston St., Brevard, NC 28712 | 828-884-3151 |
Warren | WARREN_MAIN | 119 S. Front St., Warren, NC 27589 | 252-257-4990 |
Wayne | STEELEMEM | 119 W. Main St., Mt. Olive, NC 28365 | 919-299-8105 |
State Library | 109 E. Jones St., Raleigh, NC 27601 | 919-814-6785 |
You can create a shipment at: https://www.fedex.com/shipping/shipEntryAction.do?method=doEntry&link=1&locale=en_US&urlparams=us&sType=F
(you must be logged into your FedEx account to create a shipment)
Alternately, once you are logged into your account at fedex.com, navigate to Shipping on the top menu and select the option "Create a Shipment."
From this page select the "FedEx Ship Manager Login with an Account" option.
IMPORTANT NOTE: Do NOT use FedEx Ship Manager Lite.
From there you will be taken to the Ship Manager page.
As of September 2023, FedEx is still in the process of a phased rollout of its new Ship Manager interface. Both the legacy version and the new version are currently available for use. When you are taken to the Ship Manager page, you may be directed to the legacy version or the new version. You will have the option to switch between the two.
FedEx has instructed libraries to use the new version if they are able. However, if there are any features missing from the new version that prevent libraries from being able to create shipments, then the legacy version should be used instead. A list of the currently missing features can be found here (if you are not already logged in, you may need to log in first to view it). None of the features listed should be relevant to us, but they are worth keeping in mind.
FedEx estimates that there should be full feature parity between the legacy version and the new one by June of 2024. The legacy version should remain available for use until then.
The below example screenshot shows what a package shipped from NC Cardinal to Alexander would look like using the legacy version.
The below example screenshot shows what a package shipped from NC Cardinal to Wayne would look like using the new version.
First, in the "Ship from" section, do NOT check any of these boxes:
This section should automatically populate the fields with your address already, so the "Save as default sender details" option is redundant.
Similarly, in the "Deliver to" section, do NOT check any of these boxes:
You will also notice that when you enter an address into the "Deliver to" section, the "Save as new recipient in address book" option disappears, and is instead replaced with the following:
Do NOT change this.
In the "Package details" section, you should only have the option to select "Your Packaging" in the Packaging dropdown menu. It should automatically be selected. If, however, you see other options in the dropdown menu, do NOT select them. Only select "Your Packaging."
Additionally, do NOT check either of these boxes in the "Package details" section:
As with the previous version of the ship manager, the dimensions field is optional, and it is recommended that you do not fill it out.
In the "Service" section, you should only have the option to select "FedEx Ground" in the "Service" dropdown menu (it should also automatically be selected). If, however, you see other options in the dropdown menu, do NOT select them. Only select "FedEx Ground."
Do NOT select any of these service options:
Additionally, you do not need to select any of these Additional options (though the "Add references" box will likely be automatically checked):
In the "Pickup/drop off" section, "Use an already scheduled pickup at my location" should automatically be selected. Leave it as is.
Similarly, in the "Billing and Tax IDs" section, "My account" should automatically be selected. Leave this as is, as well.
To switch back from the new version to the legacy version, click "Views" in the top righthand corner of the "Create Shipment" page in the new interface:
In the window that appears, click the "Return to legacy view" link:
In the popup window that appears, click the "Return to Legacy View" button (you do not need to provide a reason for why you would like to change back). If you check the box next to "Keep using legacy view for 30 more days," it *should* default you to the legacy view each time you log in for the next 30 days. (As a reminder, the legacy view should be available for use until at least June of 2024.)
The ship date should reflect the day your shipment will be picked up. If you prepare the labels prior to your pickup day, it should be changed to the pickup day, otherwise the package will have to be relabeled (by FedEx). The package will still be picked up on your scheduled day, so it's not the end of the world to forget, but certainly best practice as the ship date is embedded into information the barcode provides.
You do not need to select anything under Pickup/Drop-off (optional) section when creating your shipments. Your regularly scheduled pickup days are set up in your account. To change these days/times, see the section below.
Pickup days must be updated by our FedEx representative. To submit requested changes to your scheduled pickup days and times through FedEx, please fill out this Google Form:
NC Cardinal Resource Sharing: Changes to Pickup Day(s) & Time
Below is a link to a useful printout from the FedEx website on how to properly package and tape a shipment. This can be helpful for situations where you receive poorly taped boxes. The instructions show how to use the H method for better secured packages.
If the link doesn't work it is on the website:
Under Shipping supplies > Learn Packing Tips > Download Step by Step Instructions
There is no need to submit your individual system's closed dates.
When a receiving library receives damaged shipments from FedEx, they should reach out to the sending library and share images and a shared item bucket containing the damaged items, which can be built from the Transit List (see instructions below).
The sending library will be responsible for submitting the damage claim.
FedEx recommends filing any claims of damaged, lost, or missing items electronically via their website. Claims for damaged or missing contents must be done no later than 60 calendar days from the shipment date. Claims for undelivered or lost shipments must be filed within 9 months of the shipment date.
FedEx will notify you if your claim requires an inspection.
The sending library will be compensated up to $100. This compensation will be issued as a paper check.
The following links will assist you in filing a claim for damaged boxes/packages/materials:
Claims support and questions page: https://www.fedex.com/en-us/customer-support/claims.html#SingleClaim
Claims filing section: https://www.fedex.com/apps/onlineclaims/?locale=en_US - you will be asked to log in to your account first before proceeding.
Note: Since Cardinal does not have additional insurance on any packages sent out, the maximum amount of money issued for a claim will be $100.
Step 1: Complete the online claim form: Start a claim
- Enter your tracking/PRO number.
- Select your claim type.
- Complete the online claim form.
Step 2: Add supporting documentation now or after you file
Drag and drop documents from your computer to your claim. Supporting documents can include:
- Scan of FedEx® US Airbill, FedEx Ship Manager® printout, and/or FedEx Ground Pickup Record
- Photos of package and damaged contents (if applicable)
- Serial number(s) of damaged or lost merchandise
- Proof-of-value documentation, such as:
- Copy of original invoice from vendor/supplier
- Copy of retail invoice/receipt
- Final confirmation screen of an online order with proof of payment
- Itemized repair invoice or statement of non-repair
- Appraisal(s) - Expense statement
Step 3: Submit your online claim form
Review your information, submit the claim form, and print the case number page for your records.
Step 4: Schedule an inspection or conduct your own
FedEx will notify you if your claim requires an inspection. Maintain the shipment’s original packaging (including cartons and contents) for inspection and keep them until your claim is resolved.
You can conduct your own package inspections for FedEx Ground shipments in the U.S. with a declared value greater than $100 and less than $1,000. Simply download and complete the Inspection Report. Upload and attach any digital images of your shipment’s packaging and/or content to send with the inspection report. Submit online or email the completed report and images to the email address indicated on the form.
Step 5: Track the status of your claim
Log in to check the status of your claim online or to request email updates.
-Log in to FedEx Ground
Schedule reporting and view your claims report for FedEx Ground through FedEx Reporting.
From the Evergreen staff client interface, go to Admin>Local Admin>Transit List - this will show you what was sent from the sending library to the receiving library.
Informing the library system that sent the material of the damaged/lost material is recommended so that the owning system can mark the items that are known damaged/lost accordingly. You can select all of the items in the list and add to them to a shared item bucket to share with the receiving library and as reference for the sending library.