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.
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
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.
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.
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.
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.
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.
What it does:
Allows managing item stat categories for your library.
SELCO Notes / Best Practices:
Applies only to your library.
Use consistent naming conventions.
What it does:
Allows managing shelving locations for your library.
SELCO Notes / Best Practices:
Applies only to your library.
Avoid duplicating existing shelving locations.
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.