NC Cardinal Resources

General Resources

General Resources

Evergreen 2.12.7 - The file to install Evergreen

Evergreen Installation Instructions - Step by step instructions on installing Evergreen and registering a workstation for the first time.

NC Cardinal Evergreen Basic Training - 2013 revisions by Cumberland County Public Library & Information Center, adapted and modified from the guide created by Buncombe County Public Libraries, 2011. by Buncombe County Public Libraries. Edited by the State Library of North Carolina.

NC Cardinal Administrative Manual - This document outlines common administrative tasks for member libraries in NC Cardinal.

System Down Instructions - Instructions for submitting a help ticket when the system is down.

System Slow Instructions - Information to include in a help ticket when a library is experiencing a slow database. Updated March 2015 with new request to trace route in addition to

PC Reservation Set Up

Offline Transaction Mode

Managing Offline Transactions

Evergreen Receipts - Instructions for editing receipt templates, adding a new receipt printer, and troubleshooting. (June 2015)

NC Cardinal Report Principles - The State Library of NC assists libraries with report creation. This document outlines how to access reports in general and specifically for NC Cardinal. This document is a training supplement to the official Evergreen manual at http://docs.evergreen-ils

The following guides were written and maintained by the Evergreen Documentation Interest Group (DIG), consisting of numerous volunteers from many different organizations. The DIG has drawn together, edited, and supplemented pre-existing documentation contributed by libraries and consortia running Evergreen that were kind enough to release their documentation into the creative commons.

The links below take you to HTML, PDF, and ePub versions of comprehensive guides that were produced to meet the needs of front-line library staff, catalogers, library administrators, system administrators, and software developers.

Evergreen 2.12 (HTML version)

Evergreen 2.12 (28,928 KB PDF)

Evergreen 2.12 (23,223 KB ePub)

Cataloging Resources

Cataloging Resources

 NC Cardinal Cataloging Best Practices and Procedures - This document outlines best practices for cataloging within NC Cardinal. All policies and procedures are recommended for implementation throughout the consortium. As cataloging issues arise, this document will be amended. 

Electronic Records Flowchart

MARC Templates Document - This document describes fourteen (14) different MARC templates for use within NC Cardinal. The goal of these MARC templates is to provide a guideline for NC Cardinal Catalogers when importing cataloging records or creating original cataloging.

MARC Tag Edit Cheat Sheet (contributed by Forsyth County) - This one-page document is a quick reference for editing MARC records within NC Cardinal. Refer to the NC Cardinal MARC Templates for detailed instructions.

Cataloging Contacts - Contact information for catalogers at each NC Cardinal library.

NC Cardinal Circulation Modifier List

NC Cardinal Shelving Location List


Resource Sharing Resources

Resource Sharing Resources

Resource Sharing Manual - (Contributed by the resource sharing committee) This document outlines best practices for resource sharing within NC Cardinal. All policies and procedures are recommended for implementation throughout the consortium. As issues arise, this document will be amended.

Example Resource Sharing Best Practices-Forsyth County - This document provides an example of best practices for resource sharing, provided by Forsyth County.

Resource Sharing Damaged Item Template - This document, created by the Forsyth County Library system, is to be utilized for damaged items that staff may encounter during resource sharing.

Cardinal Resource Sharing Library Hub Address List 

Cardinal Contact List - This document provides Cardinal libraries with a primary and secondary contact from each system for the ability to gather information when issues arise.

Hold Restrictions 

Shipping Branches

UPS Address Import Instructions - How to import the latest Library Hub address to your UPS address book.

UPS Address Import File - UPS address file to import into your account. This file must be a .csv file to import.

Marketing/Branding Resources

Marketing/Branding Resources

Patron Brochure (PDF)

The offical NC Cardinal font used is called “Oregon LDO” and it matches the NC Cardinal logo.

Color coordinates for NC Cardinal red: Hex: C41E3A RGB: 196,30,58 CMYK: 0,85,70,23

Color coordinates for Green in the OPAC banner: Hex: 00593d RBG: 0,89,61 CMYK: 100,0,31,65

NC Cardinal Logos

NC Cardinal Maps

OPAC Banner Image

NC Cardinal OPAC Gradient