Weekly Update – July 12, 2011

Grace periods

Another note about grace periods – As stated in the Weekly Update blog on June 1, 2011, grace periods are not honored in Evergreen 2.0 when using backdating. Please be aware of this issue when backdating check-ins and make sure to forgive the fines. This issue has been reported to the Evergreen International community and Equinox. Equinox has explained the earlier functionality as a bug that voided too much when backdating. That was corrected in 2.0 but because the grace period is not recorded as a parameter in 2.0, there is no way to know when backdating is applying to a grace period and thus ask the system to delete the billing. This issue is being looked into.

Summary of log-in profiles

Below you will find a general discussion of each log-in profile, the training classes required to attain that profile and a loosely-defined library staff equivalent. Permissions are divided into different log-ins to keep functionality and workflows separate across modules. Doing so prevents work from overlapping and is a best practice for managing many users in a consortium. It is good library management practice to realign your staff with the Evergreen Indiana required log-ins below each time there is staff turnover or advancement.

LocalAdmin (required)

Definition: Local user with the highest number of permissions. Ability to assign permissions. Ability to set local system functionalities and ability to override some functionalities.
Training classes required: Evergreen Indiana Circulation, Basic Cataloging, Admin/Reports training
Library staff member equivalent: Director or associate director

Circ1 (required)

Definition: Ability to perform all circulation functions (check-ins, check-outs, holds, bills)
Training classes required: Evergreen Indiana Circulation, Recommended independent reviewing of Cataloging Manual, Chapter 22, Pre-cats and ILLs
Library staff member equivalent: Supervisory/head circulation staff. Could be several people on staff.

Circ2 (optional)

Definition: Limited circulation permissions.
Training classes required: Evergreen Indiana Circulation training
Library staff member equivalent: Circulation staff without supervisory responsibilities. Some libraries don’t choose to have this patron profile.

Cat1 (required)

Definition: Ability to perform all cataloging functions. Original cataloging.
Training classes required: Basic Cataloging, background knowledge of MARC, and Advanced Cataloging training. Optional and encouraged: participation in cataloging roundtables.
Library staff member equivalent: Supervisory/head cataloging staff. Often head of cataloging department.

Cat 2 (required)

Definition: Limited cataloging permissions. Copy cataloging. Cat2 log-in use is optional except during any periods when your library has no certified Cat1 cataloger.
Training classes required: Basic Cataloging training and some background knowledge of MARC
Library staff member equivalent: Cataloging staff without supervisory responsibilities. Copy cataloging responsibilities.