====== Permissions Working Group ======

The Permissions Working Group was formed in June 2023 to collaborate on the testing, defining, and documenting of Evergreen permissions. Everyone is welcome to participate, and all skill sets and staff roles are encouraged! The end goal is to gain a comprehensive understanding of how permissions work and to discuss best practices for determining user permission groups.

The group meets on the fourth Tuesday of each month at 3 p.m. EST.
==== Google Group ====

[[https://groups.google.com/a/evergreen-ils.org/g/permissions-working-group|Permissions Working Group]]: permissions-working-group@evergreen-ils.org

==== Next Meeting ====

**Date**: June 25, 2024 @ 3:00 p.m. EST

**Topic**: Circulation Permissions

==== Past Meetings ====

**May 28, 2024** (EG Conference Recap, 3.13-beta Updates)
[[https://docs.google.com/document/d/1lVA3r0fWgXqvJgLnTlqs28qG-3V1hpYk9SOGoXqsnD8/edit?usp=sharing|Agenda & Notes]]

**April 25, 2024** (General Discussion, EG Conference Hackfest)
[[https://docs.google.com/document/d/1qr3yioc4y1Lr-ZVb_dYzw8Tyr66roPknEVbQnmn5rJY/edit|Agenda & Notes]]

**March 26, 2024** (Updates, Permissions Projects, EG Conference)
[[https://docs.google.com/document/d/1ZSI_LgX5FmFX1qFp3QYIn7hLc-r0HwPmQjm3GQlWR7E/edit?usp=sharing|Agenda, Notes & Recording]]

**February 27, 2024**
//Canceled//

**January 23, 2024** (Testing Updates, 3.12 Updates, Open Discussion)
[[https://docs.google.com/document/d/1CFUZe0d7Mp_XAhHQhr_qkDpDV6MByQQAji_sAuruo44/edit?usp=sharing|Agenda, Notes & Recording]]

**December 26, 2023**
//Canceled//

**November 28, 2023** (Testing Updates, 3.12 Updates, Open Discussion)
[[https://docs.google.com/document/d/1JM9h611cWjf1Uzc9zYy9Sd4fLqlZIm5OoMcO2Ddt_MQ/edit?usp=sharing|Agenda, Notes & Recording]]

**Tuesday, October 24, 2023** (Permission Group Show & Tell)[[https://docs.google.com/document/d/1Wae5c2RnnIdaOL8RBj5ziQI_syxxSVJGRBy24pRVv10/edit?usp=sharing|Agenda & Notes]]

**Tuesday, September 19, 2023** (Depth and Grantability) [[https://docs.google.com/document/d/1r1BN8CbDQNHXaR2nVxmIM8kCwb_AOrXD9-6amqiUbbQ/edit?usp=sharing|Agenda, Notes, & Recording]]

**Tuesday, August 22, 2023** (Bugs and 3.11 Updates) [[https://docs.google.com/document/d/1sXLywd-u-EJ9lpwa20aoHCeT4qSXFwaDgcziI3UL4v0/edit?usp=sharing|Agenda, Notes, & Recording]]

**Tuesday, July 25, 2023** (Places Permissions Checks Are Made) [[https://docs.google.com/document/d/1anj5GS1buwwEIYRw5mZBVxAZHw6szV1H3nlBv8uOHwM/edit?usp=sharing|Agenda, Notes, & Recording]]

**Thursday, June 14, 2023** (Opening Meeting: Introductions, Logistics, Goals) [[https://docs.google.com/document/d/1AqlV_0GsdsyOXFmS4xo9WOXHF0zCmJkPwWw2WrJKhWo/edit?usp=sharing|Agenda & Notes]]


===== Goals =====

  * Test permissions
    * Identify functions
    * Identify behaviors
    * Identify alerts/toasts
    * Identify bugs
    * Identify deprecated permissions
    * Community testing notes:
      * Susan/PINES: [[https://docs.google.com/spreadsheets/d/17HFHz_2o0dIRFpbWPxqLA6U0eah73SNckwyhFzgVjDs/edit?usp=sharing|EG Permission Testing]]
      * NC Cardinal: [[https://docs.google.com/spreadsheets/d/135Ap8oxR-LkI0DsbWDae1hIRHVSCWULykieSwaQwA74/edit|Permissions: Which groups have which privileges]]
      * Lindsay Stratton's massively disorganized not entirely up-to-date tests: [[https://docs.google.com/spreadsheets/d/1PL2GcS3yh3I7nDPUUdbckMk67mpjY3jBFt8Lni0RYuE/edit#gid=611289511|Evergreen 3.8 permissions 20221130]]

  * Define permissions
    * Standardize vocabulary and format of permission descriptions
    * Update permission descriptions [[https://bugs.launchpad.net/evergreen/+bug/1842957|LP Bug 1842957]]

  * Contribute to permissions documentation
    * How do permissions actually work?
    * What does the EVERYTHING permission do?
      * [[https://evergreen-ils.org/video/conference-2022-lightning-talks-day-2/|2022 Lightning Talk by Andrea Buntz Neiman]] ([[https://docs.google.com/presentation/d/1b5ijwBl2pvvYRPs-cYu1qRxiALDKxHZNPRwXYS8KmsQ/edit#slide=id.p|Slides]])
    * Add permissions to corresponding sections in [[https://docs.evergreen-ils.org/eg/docs/latest/shared/about_this_documentation.html|Evergreen Documentation]]
    * Review and update Evergreen Permissions Documentation: [[https://docs.google.com/document/d/1efdT18SLlSeQlT8ID6a4dyy6TV-i7R9H7PraCidgD6U/edit?usp=sharing|Permissions Documentation Reorg Suggestions]]
      * [[https://docs.evergreen-ils.org/eg/docs/latest/admin/permissions.html|User and Group Permissions]]
      * [[https://docs.evergreen-ils.org/eg/docs/latest/admin_initial_setup/describing_your_people.html#_managing_permissions_in_the_staff_client
|Describing Your People]]
      * [[https://docs.evergreen-ils.org/2.1/html/permissions_appendix.html|Appendix A. Permissions List]]

===== Bugs =====
  * [[https://bugs.launchpad.net/evergreen/+bugs?field.tag=permissions|Permission bug list]]
  * [[https://bugs.launchpad.net/evergreen/+bugs?field.searchtext=&orderby=-importance&search=Search&field.status%3Alist=NEW&assignee_option=any&field.assignee=&field.bug_reporter=&field.bug_commenter=&field.subscriber=&field.structural_subscriber=&field.tag=permissions&field.tags_combinator=ANY&field.has_cve.used=&field.omit_dupes.used=&field.omit_dupes=on&field.affects_me.used=&field.has_patch.used=&field.has_branches.used=&field.has_branches=on&field.has_no_branches.used=&field.has_no_branches=on&field.has_blueprints.used=&field.has_blueprints=on&field.has_no_blueprints.used=&field.has_no_blueprints=on|New (unconfirmed) bugs]]
===== Resources =====
  * [[https://docs.google.com/spreadsheets/d/1okKKp_jet-OaiBmttNrBzsKRWMKO9mNv8lZifuqYE3o/edit?usp=sharing|Evergreen Stock Permissions]]
  * [[https://git.evergreen-ils.org/?p=Evergreen.git;a=summary|Evergreen git]] (change dropdown to 'grep' to search a permission)
  * [[https://git.evergreen-ils.org/?p=Evergreen.git;a=blob;f=Open-ILS/examples/fm_IDL.xml;h=a4fb45b078c1f80ccfdcb82d9bc2a8ee40fc749a;hb=HEAD|Fieldmapper]]
  * [[https://docs.evergreen-ils.org/3.2_schema/_functions_in_permission.html|Functions in permissions]]
  * [[https://docs.evergreen-ils.org/3.2_schema/_schema_permission.html|Permissions schema]]
  * [[https://docs.google.com/document/d/18ZzGbzkSjh_41diqc0Of97Hx5471A0n4eVq2dkUIvKY/edit|Where Permissions Live]] by Llewellyn Marshall (NC Cardinal), 2023

=== Evergreen Conference Presentations ===
  * [[https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:mother_may_i_permissions_in_evergreen.pdf|Mother May I? Permissions in Evergreen]] by Shae Tetteron (Equinox), 2012
  * [[https://www.youtube.com/watch?v=JbFgw68QpUo&list=PLsktT5b82paWzb6R_C_0pJ4pf_eo9xOGJ&index=7&ab_channel=EvergreenLibrarySystem|Rethinking Patron and Staff Permission Groups in NC Cardinal]] by Benjamin Murphy and April Durrence (NC Cardinal), 2020
  * [[https://www.youtube.com/watch?v=if73GLLu2_0&ab_channel=EvergreenLibrarySystem|Open Sesame: Creating Stricter Evergreen Login Requirements for Staff and Patrons]] by Amy Terlaga, Jessica Woolford, and Carol Yarrison (Bibliomation), 2020
  * [[https://www.youtube.com/watch?v=7-UWfm9CRpY&ab_channel=EvergreenLibrarySystem|Train up Catalogers in the Way They Should Go — Rethinking Permissions, Education, and Certification]] by Jonathan Moore (Wyomissing Public Library), 2021
  * [[https://www.youtube.com/watch?v=woR6EjXkBok&t=192s&ab_channel=EvergreenLibrarySystem|Just Dropped In to See What Conditions My Permissions Are In]] by Susan Morrison (PINES), 2023
  * [[https://docs.google.com/presentation/d/1iqHeDI-14rMmIwBj0gK-S0NqCRAUyQpTPY0RFM-8tgs/edit?usp=sharing|A Beginner's Guide to Evergreen Permissions]] by Susan Morrison (PINES), 2024