HomeAdministration Manual for LibrariesManaging Evergreen Staff Login Access AccountsStaff Permission Group Restructure

1.1. Staff Permission Group Restructure

The NC Cardinal staff permissions project started several years ago as an outgrowth of cataloger training and assessments. Over the past several years, library staff who perform cataloging functions have been taking one or both cataloging assessment(s) and following Cataloging Best Practices in order to perpetuate a more cohesive and efficient consortium catalog and improve patron usage and experience.

We are working with System Login Access Managers (and/or directors) from every system in a Basecamp  project, and have held several meetings to discuss the changes to permission groups and the permissions assigned to them. The main purpose of the project is to limit cataloging permissions to those staff members who had passed the NC Cardinal cataloging assessments according to the NC Cardinal Cataloging Policy. Additional goals are to create a more efficient inheritance structure for permission groups, rename permission groups to better represent their function, and ensure that all staff login access accounts with cataloging and administrative permissions are assigned to a named individual in compliance with the Staff Login Accounts and Permission Policies.

We are encouraging all library staff to test the new permissions by logging into the development database. You should be able to log into https://dev.nccardinal.org/eg/staff with your current NC Cardinal login credentials.

We are now finalizing the project to reallocate cataloging permissions only to Item Catalogers and Bibliographic Catalogers. As a part of this transition, you may notice that staff are no longer assigned to the Circulator II permission group - a hybrid of circulation and cataloging permissions. Those staff who have passed cataloging assessments should be assigned to Cataloger/Acquisitions Staff or Cataloging Supervisor/Acquisitions Supervisor – soon to be renamed as Item Cataloger and Bibliographic Cataloger respectively. Additionally, any generic cataloging or administrative accounts that are not assigned to an individual will be assigned Circulator permissions for later removal by System Login Access Managers (to allow time to address any reports that may be tied to these accounts). Staff who have questions about their own login access accounts should contact their SLAM.

Current structure:


New structure:

The types of privileges granted to these permission groups will be added here when the project is complete.

The main groups and their functions are:


All staff permission groups have these reports permissions, so the Reports permission group is only intended to run shared reports, mainly for libraries that do not use generic circulation accounts. Please keep in mind that that the Reports group does not include any Circulator permissions, such as to view patron accounts or items.

You can set up a generic account assigned to the Reports permission group, if you would find it easier to retain all library reporting in one account. It is only intended for running reports and getting report output spreadsheets to make it easier if multiple staff need to access report data from one shared account. Staff would need to log in with their main account to look at patron or item information.

Volunteer (only for non-staff volunteer who requires limited access to the Evergreen staff client to perform duties):




Circ Lead (inherits Circulator permissions):


Branch Admin (inherits all Circ Lead permissions):


System Admin (inherits all Local Admin permissions):


Item Cat (inherits only Circulator permissions):


Bib Cat (inherits all Item Cat permissions):

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