Embedded Files
1. Introduction / Purpose
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
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. Permissions & Tasks
3.1 Adjust the Staff Portal / Splash / Landing Screen
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.
3.2 Enter Closed Dates
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.
3.3 Adjust Open / Closed Hours
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.
3.4 Create / Update / Delete Patron Statistical Categories
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.
Avoid setting Required to Yes unless you're absolutely sure you want this stat cat to apply to any patron you edit. As of June 2026, only home library patrons can be edited, but this may change in the future.
3.5 Create / Update / Delete Non-Cataloged Item Types
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.
3.6 Create / Update / Delete Item Statistical Categories
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.
3.7 Create / Update / Delete Shelving Locations
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.
3.8 Create / Update / Delete Shelving Location Groups
3.8 Create / Update / Delete Shelving Location Groups
What it does:
Allows managing shelving location groups for your pull list or for OPAC searching.
SELCO Notes / Best Practices:
Applies only to your library.
Making shelving location groups OPAC visible makes them viewable to all staff in the region.
If you are creating an OPAC visible shelving location group, please use your library’s three letter code at the beginning of your group’s name (ex. SEL Children's Floor).
3.9 Create / Update / Delete Digital Bookplates (“Item Tags”)
3.9 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.
Document Control
Document Control
Version: 1.0 – Effective Date: February 2026 – Issued by: SELCO – Next Review: February 2027
Version: 1.1 – Effective Date: July 2026 – Issued by: SELCO – Next Review: February 2027
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