Home → Administration Manual for Libraries → Managing Evergreen Staff Login Access Accounts → Staff Permission Group Restructure

1.1. Staff Permission Group Restructure

The NC Cardinal consortium has been working for several years on the cataloging training and assessment project, which encompasses a restructure of staff permission groups to restrict cataloging permissions to those staff members who have passed assessments and to allow for a more efficient structure and inheritance of Evergreen permissions.

Current structure:

Planned Restructure:

The types of privileges granted to these permission groups are not yet settled and will be tested by staff with input from library directors, System Login Access Managers, the Cataloging Committee, the UX Committee, and the Governance Committee. Once the final distribution of permissions is determined, they will be listed here, as well.

Reports:

Create report templates
Clone report templates
Run reports
View reports output

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. Please keep in mind that that the Reports group does not have permissions to view patron accounts or items. 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/Circ Lite (only for non-staff volunteer who requires access to the Evergreen staff client to perform duties):

Check in and check out materials to patrons
Place holds
No overrides
No ability to bill patrons or pay bills

Circulator:

Check in and check out materials to patrons
Place holds
Limited power to override
Bill patron and pay bills

Circ Lead (inherits Circulator permissions):

Merge patron accounts
Delete patron accounts
Abort transits
Override in appropriate circumstances

Branch Admin (inherits all Circ Lead permissions):

Keep closed dates editor up to date with holidays and other closings (snow days, etc.)
Access/edit other Local Administration functions in Evergreen
(Optional) Make any necessary changes to receipt templates and troubleshoot issues with peripherals (receipt printers, self-checks, rfid pad, etc.)
(Optional) Notify library IT of any connection issues with broadband or peripherals
Create/edit acquisition funds (no cataloging permissions)

System Admin (inherits all Local Admin permissions):

Issue accounts with the appropriate employee permissions to new staff members
Promptly notify NC Cardinal of any changes in staff using a cataloging permission for timely compliance with cataloger training requirements
Delete staff login accounts for staff who are no longer employed by the library in timely fashion
Monitor permission group usage to ensure that staff are utilizing the correct patron permission groups to trigger circ and hold policies as well as circ limit sets

Item Cat (inherits only Circulator permissions):

Pass Item Cataloging Assessment
Comply with NC Cardinal Cataloging Best Practices
Evaluate and select existing bibliographic records for quality and appropriateness to the item
Create a volume/call number
Create an item record and add the appropriate item attributes (especially shelving location and circulation modifier)
Add items to a copy bucket
Delete items and volumes (only Available/Reshelving, Discard/Weed, Missing, or On order statuses are eligible for deletion)
Report duplicate and problematic bibliographic records to a Bibliographic Cataloger for merge and/or update (add records to a record bucket)
Report deviations from NC Cardinal Best Practices within the catalog to lead Bib Cat at your library
Basic acquisition functions, excluding bibliographic record create/edit permissions

Bib Cat (inherits all Item Cat permissions):

Pass both Item and Bibliographic Cataloging Assessments
Comply with NC Cardinal Cataloging Best Practices
Import bibliographic records
Overlay bibliographic records (in limited cases where appropriate)
Create bibliographic record following Best Practices and MARC/RDA standards
Edit bibliographic records (adding/removing fields appropriately)
Remove ISBNs for other formats requiring a separate bibliographic record (i.e., e-book, large print, or audiobook ISBNs included by a vendor on a regular print book record)
Strip out system-specific information (local call numbers, notes, donation info, etc.) in bibliographic records
Add/edit subject headings correctly based on Cataloging Best Practices
Merge duplicate bibliographic records
Delete bibliographic records
Import authority records
Monitor library system staff with Item Cat permissions to ensure compliance with NC Cardinal Cataloging Best Practices
Notify NC Cardinal staff of any issues that might hinder compliance with NC Cardinal Cataloging Best Practices within your library system
Report deviations from NC Cardinal Best Practices within the catalog to NC Cardinal staff & Cataloging Committee
All acquisition functions

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