Local Admin Training and Reference

1. Introduction / Purpose

This guide provides SELCO Local Administrators with a curated reference to the permissions included in the initial rollout. It describes what each permission does, includes SELCO-specific notes and best practices, and links to Evergreen’s official documentation for detailed step-by-step instructions.

2. Learning Objective

After completing this guide, Local Admins will be able to:

• Adjust the staff portal / landing screen

• Manage closed dates and open hours

• Create, update, and delete patron and item stat categories

• Create, update, and delete non-cataloged item types

• Manage shelving locations and digital bookplates (item tags)

• Perform these tasks safely and in accordance with regional best practices

3. Permissions & Tasks

3.1 Adjust the Staff Portal / Splash / Landing Screen

What it does:

Allows customization of the initial Evergreen landing screen by workstation.

SELCO Notes / Best Practices:

Avoid overwriting the entire page by using the “Clone a Library’s Portal Page Entries” function.

Adjust layout as needed; changes may require some time and tweaking.

Evergreen’s documentation

3.2 Enter Closed Dates

What it does:

Allows adding holidays, weather closures, and emergency closures.

SELCO Notes / Best Practices:

Includes single closed dates, multiple dates, and emergency closures.

Double-check before saving to ensure no conflicts with scheduled programming.

Evergreen’s documentation 

3.3 Adjust Open / Closed Hours

What it does:

Allows updating library open/closed hours, address, and email.

SELCO Notes / Best Practices:

Ensure changes are made at both the building and system levels to be fully effective.

Evergreen’s documentation 

3.4 Create / Update / Delete Patron Statistical Categories

What it does: 

Allows managing patron stat categories for your library.

SELCO Notes / Best Practices:

Changes only apply to your library.

Use descriptive names to avoid confusion in reports.

Evergreen’s documentation

3.5 Create / Update / Delete Non-Cataloged Item Types

What it does:

Allows creation, updating, and deletion of non-cataloged checkout types.

SELCO Notes / Best Practices:

Applies only to your library.

Confirm that item types are needed before creating new ones.

Evergreen’s documentation

3.6 Create / Update / Delete Item Statistical Categories

What it does:

Allows managing item stat categories for your library.

SELCO Notes / Best Practices:

Applies only to your library.

Use consistent naming conventions.

Evergreen’s documentation

3.7 Create / Update / Delete Shelving Locations

What it does:

Allows managing shelving locations for your library.

SELCO Notes / Best Practices:

Applies only to your library.

Avoid duplicating existing shelving locations.

Evergreen’s documentation

3.8 Create / Update / Delete Digital Bookplates (“Item Tags”)

What it does: 

Allows managing item tags, which can act as digital bookplates for special collections or donations.

SELCO Notes / Best Practices:

Applies only to your library.

Ensure tags are clearly named to avoid confusion in reporting.

Evergreen’s documentation