Rethinking Patron and Staff Permission Groups in NC Cardinal
Channel: Evergreen Library System
Date: 2020-06-15

NC Cardinal recently completed a project to consolidate and revamp our patron and staff permission groups. This presentation will describe the decisions, process, and testing we went through to accomplish this as well as outcomes of the project. We began with our member libraries to review the functionality provided by our various patron permission groups, scrutinize our circ and hold policies; and consolidate our patron permission groups. Following our patron permission group consolidation, we reviewed and restructured our staff permission groups and reallocated individual permissions to eliminate redundancies and better utilize Evergreen’s permission inheritance capabilities. This included a one by one audit of Evergreen permissions and the groups they were assigned to. We also used the Editing Permission feature to limit who could assign staff to cataloging permission groups and identified a potential bug relating to CREATE_VOLUME/CREATE_COPY permissions check. There were some challenges and hiccups along the way, which we will be glad to share so that others can learn from our mistakes and successes.  April Durrence
NC Cardinal Training Specialist, NC Cardinal.  Benjamin Murphy
NC Cardinal Program Manager, NC Cardinal.  Full transcript at https://evergreen-ils.org/wp-content/uploads/2020/06/Wed-Track-2-Rethinking-Patron-and-Staff-Permission-Groups-in-NC-Cardinal.pdf