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Home → Administration Manual for Libraries → Understanding Circulation Settings in Evergreen → Patron Permission Groups

3.1. Patron Permission Groups

Last Updated 11/08/2023


Adding a Patron Permission Group

When creating a patron account, Evergreen requires you to set a patron Permission Group. This is also referred to as a Profile Group. This field is highlighted in yellow in the Register Patron page and must be set before you can save the new account.

The Profile Group field contains a drop down menu and you can select a Patron Permission Group from that list.

Available Patron Permission Groups

Patron permission groups impact how items circulate, how fees are assessed, and what level of access patrons have to library amenities such as computers and internet. Each group has a set expiration period.

Cardinal Patron Groups Expiration Period Notes
Adult 3 Years Intended for adult patrons who do not fall into a more specialized permission group
Adult Limited 6 Months May be used differently by different systems; perhaps for temporary patrons or those on a payment plan
Institution 1 Year May be used for daycares, nursing homes, or other institutions circulations and/or other library use accounts 
Internet 1 Year Intended for patrons who are not eligible to check out physical materials, but only utilize e-resources and/or public computers  
Juvenile 3 Years Intended for juvenile patrons who do not fall into a more specialized permission group; some libraries use this for all underage patrons (and do not use Teen)
Juvenile Limited 6 Months May be used differently by different systems; perhaps for temporary patrons or those on a payment plan
Outreach 1 Year Generally intended for home-bound, bookmobile, or other outreach library services 
School 1 Year Intended solely for Student Access accounts
Staff 3 Years Intended for library employees for personal and/or work-related holds & circulations
State Employee 3 Years Intended for use by NC GOV libraries only
Teen 3 Years Intended for underage patrons within a range determined by each library system; some libraries do not use this permission group
Teen Limited 6 Months May be used differently by different systems; perhaps for temporary patrons or those on a payment plan; some libraries do not use this permission group

 

Knowledge Tags
patron  /  Permission group  / 

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