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

3.1. Patron Permission Groups


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

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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