Evergreen Indiana Staff Permissions

Profile

LocalAdmin*

Cat1*

Cat2

Cat3

Circ1

Circ2

Circ3

Circ4

Staff who are responsible for

entering, maintaining, and deleting

local holdings.

Staff who are responsible for

maintaining existing local holdings.

Circulation and shift managers on

patron facing desks who have been

trained on when policies may be

overridden.

Circulation staff on patron facing

desks who have been trained on

when policies may be overridden.

Circulation staff.

Who should have it

• Library settings administration

• Define and manage local Stat Cats, Shelving Locations, Non-cat types

• Manage staff accounts/permissions

• Manage org_unit settings and closure dates

• Void bills

• Offline session management

• Reports

• Create, import, overlay, edit, merge, and delete bibliographic records

• Attach and delete holdings to/from bibliographic records

• Create, edit, merge, delete and apply parts

• Maintain holdings

• Reports

• Local Admininistration and

Reporting

• Cat2 Status +

• Advanced Cataloging Workshop +

• Annual continuing education course

Staff who are directly fiscally and

legally responsible for the library.

Staff who are responsible for

entering unique holdings into the

collection and for maintaining the

bibliographic records associated

with the local collection.

• Basic Cataloging OR

• Directed training by local Cat1

cataloger

• Directed training by local Cat1

cataloger

Training RequirementsGeneral Duties

• Override some circulation policies

• Manage patron records

• Circulate materials to patrons

• Process holds and transits

• Process bills and payments on patron transactions

• Reports

• Basic Circulation +

• Holds

• Local Administration and Reporting

(Recommended )

• Attach and delete holdings to/from bibliographic records

• Create, edit, and apply parts

• Maintain holdings

• Reports

• Maintain holdings

• Reports

• Override circulation policy

• Manage patron records

• Circulate materials to patrons

• Process holds and transits

• Process bills and payments on patron transactions

• Offline session management

• Reports

• Basic Circulation +

• Holds

• Local Administration and Reporting

(Recommended )

• Manage patron records

• Circulate materials to patrons

• Process holds and transits

• Process bills and payments on patron transactions

• Reports

• Directed training by local Circ1/Circ2

staff

• Manage patron records

• Circulate materials to patrons

• Process holds and transits

• Process bills and payments on patron transactions

• Reports

• Directed training by local Circ1/Circ2

staff

*Centrally administered profiles.

Circulation staff.

Updated 01/2017 1 of 1

Evergreen Indiana Staff Permissions

GeneralPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

ABORT_TRANSIT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CANCEL_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CHECKIN_BYPASS_HOLD_FULFILL Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CIRC_CLAIMS_RETURNED.override Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_ALERT_MESSAGE.override Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_BAD_STATUS.override Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_CHECKIN Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_CHECKOUT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_NOT_AVAILABLE.override Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

COPY_TRANSIT_RECEIVE Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_BILL Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_CONTAINER_ITEM Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_COPY_TRANSIT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_DUPLICATE_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_HOLD_NOTIFICATION Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_IN_HOUSE_USE Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_MY_CONTAINER Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_PATRON_STAT_CAT_ENTRY_MAP Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_PURCHASE_REQUEST Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_TRANSACTION Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_TRANSIT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_USER Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

CREATE_USER_GROUP_LINK Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

DELETE_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

DELETE_PATRON_STAT_CAT_ENTRY_MAP Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

group_application.user Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

group_application.user.patron Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

HOLD_EXISTS.override Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

HOLD_ITEM_CHECKED_OUT.override Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

MR_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

OFFLINE_UPLOAD Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

OFFLINE_VIEW Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

OPAC_LOGIN Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

PERSISTENT_LOGIN Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

REMOVE_USER_GROUP_LINK Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

RENEW_CIRC Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

REQUEST_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

SET_CIRC_CLAIMS_RETURNED Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

STAFF_LOGIN Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

TITLE_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

UPDATE_HOLD Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

UPDATE_USER Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_BILLING_TYPE Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

Level at which permission is applied

Updated 01/2017 1 of 2

Evergreen Indiana Staff Permissions

GeneralPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

Level at which permission is applied

VIEW_CIRCULATIONS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_COPY_CHECKOUT_HISTORY Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_COPY_NOTES Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_HOLD Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_HOLD_NOTIFICATION Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_HOLD_PERMIT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_ORG_SETTINGS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_PERM_GROUPS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_PERMISSION Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_PERMIT_CHECKOUT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_REPORT_OUTPUT Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_TITLE_NOTES Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_TRANSACTION Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_USER Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_USER_FINES_SUMMARY Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_USER_SETTING_TYPE Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_USER_TRANSACTIONS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VIEW_VOLUME_NOTES Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

VOLUME_HOLDS Consortium Consortium Consortium Consortium Consortium Consortium Consortium Consortium

Updated 01/2017 2 of 2

Evergreen Indiana Staff Permissions

AdministrationPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

ABORT_REMOTE_TRANSIT Consortium

actor.org_unit.closed_date.create System

actor.org_unit.closed_date.delete System

actor.org_unit.closed_date.update System

ADMIN_SERIAL_CAPTION_PATTERN System

ADMIN_SERIAL_DISTRIBUTION System

ADMIN_SERIAL_STREAM System

ADMIN_SERIAL_SUBSCRIPTION System

ADMIN_SURVEY System

ADMIN_TOOLBAR System

ADMIN_TOOLBAR_FOR_ORG System

ADMIN_TRIGGER_CLEANUP System

ADMIN_TRIGGER_EVENT_DEF System

ADMIN_TRIGGER_HOOK System

ADMIN_TRIGGER_REACTOR System

ADMIN_TRIGGER_TEMPLATE_OUTPUT System

ADMIN_TRIGGER_VALIDATOR System

ADMIN_USER_REQUEST_TYPE System

ASSIGN_WORK_ORG_UNIT System

CIRC_EXCEEDS_COPY_RANGE.override Consortium Consortium

CREATE_COPY_LOCATION System

CREATE_COPY_STAT_CAT System

CREATE_COPY_STAT_CAT_ENTRY System

CREATE_HOURS_OF_OPERATION Consortium

CREATE_NON_CAT_TYPE System

CREATE_ORG_ADDRESS Consortium

CREATE_PATRON_STAT_CAT System

CREATE_PATRON_STAT_CAT_ENTRY System

CREATE_SURVEY System

CREATE_TRIGGER_CLEANUP System

CREATE_TRIGGER_EVENT_DEF System

CREATE_TRIGGER_HOOK System

CREATE_TRIGGER_REACTOR System

CREATE_TRIGGER_VALIDATOR System

DEBUG_CLIENT System

DELETE_CONTAINER_ITEM Consortium

DELETE_COPY_LOCATION System

DELETE_COPY_STAT_CAT System

DELETE_COPY_STAT_CAT_ENTRY System

DELETE_HOURS_OF_OPERATION Consortium

DELETE_NON_CAT_TYPE System

DELETE_ORG_ADDRESS Consortium

DELETE_PATRON_STAT_CAT System

DELETE_PATRON_STAT_CAT_ENTRY System

DELETE_SURVEY System

DELETE_TRIGGER_CLEANUP System

Level at which permission is applied

Updated 01/2017 1 of 2

Evergreen Indiana Staff Permissions

AdministrationPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

Level at which permission is applied

DELETE_TRIGGER_EVENT_DEF System

DELETE_TRIGGER_HOOK System

DELETE_TRIGGER_REACTOR System

DELETE_TRIGGER_TEMPLATE_OUTPUT System

DELETE_TRIGGER_VALIDATOR System

DELETE_USER System

group_application.user.staff System

group_application.user.staff.admin.lib_manager System

group_application.user.staff.cat System

group_application.user.staff.cat.cat2 System

group_application.user.staff.circ System

ITEM_RENTAL_FEE_REQUIRED.override System

MARK_ITEM_AVAILABLE System

MARK_ITEM_IN_PROCESS System

MARK_ITEM_ON_ORDER System

MERGE_USERS System

OFFLINE_EXECUTE Consortium Consortium

PATRON_BARRED.override System

PATRON_EXCEEDS_CHECKOUT_COUNT_SOFTWARE.override System

PATRON_EXCEEDS_COLLECTIONS_WARNING.override System

REGISTER_WORKSTATION System

SET_CIRC_CLAIMS_RETURNED.override System

UPDATE_COPY_LOCATION System

UPDATE_COPY_STAT_CAT System

UPDATE_HOURS_OF_OPERATION Consortium

UPDATE_NON_CAT_TYPE System

UPDATE_ORG_ADDRESS System

UPDATE_ORG_SETTING System

UPDATE_ORG_UNIT Consortium

UPDATE_ORG_UNIT_SETTING System

UPDATE_ORG_UNIT_SETTING_ALL System

UPDATE_PATRON_CLAIM_RETURN_COUNT System

UPDATE_PATRON_COLLECTIONS_EXEMPT System

UPDATE_PATRON_STAT_CAT System

UPDATE_PATRON_STAT_CAT_ENTRY System

UPDATE_PROVIDER System

UPDATE_SURVEY System

UPDATE_TRIGGER_CLEANUP System

UPDATE_TRIGGER_EVENT_DEF System

UPDATE_TRIGGER_HOOK System

UPDATE_TRIGGER_REACTOR System

UPDATE_TRIGGER_VALIDATOR System

VIEW_TRIGGER_EVENT_DEF Consortium

VOID_BILLING Consortium

Updated 01/2017 2 of 2

Evergreen Indiana Staff Permissions

CatalogingPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

CIRC_EXCEEDS_COPY_RANGE.override Consortium Consortium

COPY_DELETE_WARNING.override System

CREATE_BIB_IMPORT_QUEUE Consortium

CREATE_CONTAINER System Consortium Consortium Consortium

CREATE_COPY System System

CREATE_COPY_NOTE System System System System

CREATE_COPY_STAT_CAT_ENTRY_MAP System System System System

CREATE_IMPORT_ITEM System

CREATE_IMPORT_ITEM_ATTR_DEF Consortium

CREATE_IMPORT_TRASH_FIELD Branch

CREATE_MARC Consortium

CREATE_MONOGRAPH_PART Consortium Consortium

CREATE_TITLE_NOTE System Consortium

CREATE_VOLUME System System System

CREATE_VOLUME_NOTE System System System

CREATE_VOLUME_PREFIX System

CREATE_VOLUME_SUFFIX System

DELETE_CONTAINER System Consortium

DELETE_COPY System System

DELETE_COPY_NOTE System System System System

DELETE_COPY_STAT_CAT_ENTRY_MAP System System System

DELETE_IMPORT_ITEM System

DELETE_MONOGRAPH_PART Consortium

DELETE_RECORD Consortium Branch

DELETE_TITLE_NOTE System Consortium

DELETE_VOLUME System System

DELETE_VOLUME_NOTE System System System

IMPORT_MARC Consortium

MAP_MONOGRAPH_PART Consortium System

MERGE_AUTH_RECORDS Consortium

MERGE_BIB_RECORDS Consortium

REMOTE_Z3950_QUERY Consortium Consortium Consortium

UPDATE_BATCH_COPY System System System

UPDATE_CONTAINER System Consortium System

UPDATE_COPY System System System System System System

UPDATE_COPY_NOTE System System System

UPDATE_COPY_STAT_CAT_ENTRY System System System System

UPDATE_IMPORT_ITEM Branch

UPDATE_IMPORT_ITEM_ATTR_DEF Branch

UPDATE_IMPORT_TRASH_FIELD Branch

UPDATE_MARC Consortium

UPDATE_MONOGRAPH_PART Consortium Consortium

UPDATE_RECORD Consortium

UPDATE_VOLUME System System System

Level at which permission is applied

Updated 01/2017 1 of 2

Evergreen Indiana Staff Permissions

CatalogingPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

Level at which permission is applied

UPDATE_VOLUME_PREFIX System

UPDATE_VOLUME_SUFFIX System

VIEW_CONTAINER Consortium Consortium Consortium Consortium

VIEW_IMPORT_MATCH_SET Consortium

VOLUME_UPDATE System System

Updated 01/2017 2 of 2

Evergreen Indiana Staff Permissions

CirculationPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

ADMIN_BOOKING_RESERVATION Branch System System

ADMIN_BOOKING_RESERVATION_ATTR_MAP System System System

ADMIN_BOOKING_RESERVATION_ATTR_VALUE_MAP System System System

ADMIN_BOOKING_RESOURCE System System System

ADMIN_BOOKING_RESOURCE_ATTR Branch System System

ADMIN_BOOKING_RESOURCE_ATTR_MAP Branch System System

ADMIN_BOOKING_RESOURCE_ATTR_VALUE System System System

ADMIN_BOOKING_RESOURCE_TYPE Branch System System

BAR_PATRON Consortium System System

CAPTURE_RESERVATION Branch System System

CIRC_OVERRIDE_DUE_DATE Consortium Consortium Consortium Consortium

CIRC_PERMIT_OVERRIDE Consortium Consortium Consortium

COPY_CIRC_NOT_ALLOWED.override Consortium Consortium Consortium

COPY_CIRC_NOT_ALLOWED_RRATED.override System System

COPY_IS_REFERENCE.override Consortium Consortium Consortium

COPY_NEEDED_FOR_HOLD.override Consortium Consortium

COPY_STATUS_LOST.override Consortium Consortium Consortium Consortium

COPY_STATUS_LOST_AND_PAID.override Consortium Consortium Consortium Consortium

COPY_STATUS_MISSING.override Consortium Consortium Consortium Consortium

CREATE_PAYMENT Consortium Consortium Consortium Consortium

ITEM_AGE_PROTECTED.override Consortium System Consortium Consortium

ITEM_DEPOSIT_PAID.override Consortium Consortium

ITEM_DEPOSIT_REQUIRED.override Consortium Consortium

ITEM_ON_HOLDS_SHELF.override Consortium System System System System System

MARK_ITEM_LOST System System

MARK_ITEM_MISSING Consortium System System

MARK_ITEM_MISSING_PIECES System Consortium

MAX_RENEWALS_REACHED.override Consortium Consortium Consortium Consortium

PATRON_EXCEEDS_CHECKOUT_COUNT.override Consortium Consortium System

PATRON_EXCEEDS_CHECKOUT_COUNT_ART.override System System

PATRON_EXCEEDS_CHECKOUT_COUNT_DVD.override System System

PATRON_EXCEEDS_CHECKOUT_COUNT_SOFTWAREGAMING.override System System

PATRON_EXCEEDS_CHECKOUT_COUNT_SOFTWAREGAMINGNEW.override System System

PATRON_EXCEEDS_CHECKOUT_COUNT_VIDEO.override System System

PATRON_EXCEEDS_FINES.override Consortium Consortium Consortium

PATRON_EXCEEDS_OVERDUE_COUNT.override Consortium Consortium Consortium

PLACE_UNFILLABLE_HOLD Consortium Consortium Consortium

RENEW_HOLD_OVERRIDE Consortium Consortium Consortium

REQUEST_HOLDS_OVERRIDE Consortium Consortium Consortium

RETRIEVE_RESERVATION_PULL_LIST Branch System System

SET_CIRC_LOST Consortium Consortium Consortium Consortium

SET_CIRC_MISSING Consortium Consortium Consortium Consortium

UNBAR_PATRON Consortium System System

UPDATE_BILL_NOTE System System

Level at which permission is applied

Updated 01/2017 1 of 2

Evergreen Indiana Staff Permissions

CirculationPermission LocalAdmin Cat1 Cat2 Cat3 Circ1 Circ2 Circ3 Circ4

Level at which permission is applied

UPDATE_HOLD_REQUEST_TIME System System System

UPDATE_PAYMENT_NOTE System System

Updated 01/2017 2 of 2