HomeAdministration Manual for LibrariesManaging Evergreen Staff Login Access AccountsPurpose of Login Access Accounts

1.3. Purpose of Login Access 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.

Login access accounts are intended to serve library patrons and conduct library business only and should never be used to check out or place holds (even for work purposes) or as personal library accounts. Login access accounts should not be used as internal activity accounts, such as to place holds or check out materials for programming, etc. In cases where staff need to place holds or check out items for work purposes, they should use an account assigned to a Patron permission group – perhaps an Institution or Staff account with the name of their library or library department.

Library staff may have a separate, additional Patron level account (with standard barcode) as their personal library account to place holds and checkout materials for personal interest, as would any library patron. These two accounts should be maintained separately, not used interchangeably, and never merged together, as they have completely different purposes.

The login access account is the one staff enter on the main login screen for the Evergreen staff client and should only be used for that single purpose.

Web browser staff client:

login screen for web browser staff client

XUL staff client (for cataloging staff):

login screen for XUL staff client

Circulation staff (Circulator and Circulation Supervisor) are not required (by the Governance Committee) to have individually assigned login access accounts. It is fine to use generic login access accounts for Circulator, Circulation Supervisor, and Reports (which may already have been created by NC Cardinal State Library staff and provided at migration). As part of the staff permission group restructure, Circulator II will no longer exist after June 2019 and should not be assigned. Cataloging and administration permission groups require an individual login access account with the staff user's name listed as delineated in Creating a New Login Access Account. Staff should only have one individual login access account which can be assigned a secondary permission group, if needed.

If a library uses the Volunteer permission group, it should be assigned ONLY to volunteers who must log into the staff client to perform their designated tasks (not to indicate that a patron is also a volunteer who helps out in the library but doesn’t access the staff client). As with all other staff login access accounts, the Volunteer permission group is only intended for authorized access to the staff client and should never be assigned to a patron’s barcoded personal account, only to a library controlled account that is used strictly for library business. Either a generic or individual Volunteer account can be set up by the System Login Manager, based on the preference of the library director.

Patron privacy and database protection is a high priority for NC Cardinal. It is the responsibility of the System Login Access Manager (selected 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 inactive (see Updating 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 their login access accounts and ensure that the accounts are used appropriately and only by authorized personnel at all times.

Knowledge Tags

This page was: Helpful | Not Helpful