Staff Permissions

Create, edit, and pay bills on home library patrons.

Check out items to patrons.

Edit due dates of items already checked out.

Mark an item lost.

• This is only possible when an item was checked out at your library.

Mark an item missing.

Mark an item claims returned.

• This is only possible when an item was checked out at your library.

Check in an item.

Place a hold for a patron.

Place an item-level hold.

Create holds with more than 1 copy.

Run the pull list.

Create a patron note.

Create a new patron.

Edit your library's patrons.

Create a user bucket and modify users.

Create a record bucket and add records.

Create an item bucket and add items.

Change an item barcode.

All permissions from Circulator.

Create or delete a billing type.

Create hold groups and hold group events.

Bar and unbar a patron.

Update a patron's active card.

Delete patrons.

Create and run reports.

Add/edit an item alert.

Add/edit print templates.

Override certain circulation scenarios that may block Circulators.

All permissions from Circulator and Circulation Manager.

Add and modify shelving locations for your library system.

All permissions from Circulator and Circulation Manager.

Add Evergreen staff portal links

Enter closed dates

Adjust library open hours

Create, update, and delete patron stat cats

Create non-cataloged item types

Create, update, and delete item stat cats

Create, update, and delete shelving locations

Create, update, or delete digital bookplates (item tags)

Create an item

Create an item note

Create a monographic part

• Cat1 does not have permission to delete monographic parts. This is due to the delete permission being very broad, making it possible to delete monographic parts that are still in use by other libraries.

Create a precataloged item

Create a call number

Delete an item

Delete an item note

Delete a call number

All permissions from Cataloger 1

Create a new bibliographic record

Delete a bibliographic record

Delete monographic parts

Merge bibliographic records using record buckets

Edit and update a bibliographic record