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1.1. Purpose of Login Access Accounts

Last Updated 11/08/2023

Staff Login Accounts

Each staff member at an NC Cardinal library must be issued an Evergreen Staff login access account (either a generic circulation account or an individually assigned cataloging or administrative account) for authentication to access the Evergreen ILS staff client based on the Staff Login Account and Permission Policies. Staff using these login access accounts are assigned special privileges and access to workstation locations in the Evergreen staff client.

Patron privacy and database protection is a high priority for NC Cardinal. It is the responsibility of the System Login Access Manager (as designated by the library director) at each library system to issue login access accounts to staff, to ensure that they are up to date, and securely maintained. If a staff member should leave the employ of the library, the Staff Login Access Manager should promptly change the password on that staff member's login access account and mark the account inactive (see Disabling Staff Login Access Accounts). An individual login access account should never be converted to a standard patron account or issued to another staff member. New staff members should always receive newly created login access accounts to maintain data integrity. 

Individual staff members are responsible to safeguard the username and password of the login access accounts they use and ensure that the accounts are used appropriately and only by authorized personnel at all times.

The login access account contains the username and password staff enter on the main login screen for the Evergreen staff client and should only be used for that purpose.

Staff client login:

Login access accounts are intended to perform functions in Evergreen to serve library patrons. These accounts should never have holds or checked out materials placed on the account (even for work purposes) and should never be used as personal library accounts.

For internal library work activity, such as placing holds or checking out materials for programming, cataloging, etc., staff should use an account assigned to a Patron permission group (with a 14-digit barcode from the library's standard barcode range) – such as an Institution or Staff permission group with the name of their library or library department on the account.

Library staff should use a separate Patron level account (with a 14-digit barcode from the library's standard barcode range), assigned to Staff or Adult, as their personal library account to place holds and checkout materials for personal interest, as would any library patron.

These different types of accounts should be maintained separately, not used interchangeably, and never merged together, as they have completely different purposes.