====== 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! Main goals include gaining a comprehensive understanding of how permissions work and establishing best practices for determining user permission groups.

**Meetings**

The group meets bimonthly (odd months) on the fourth Tuesday at 3 p.m. EST.

Please see **[[community:permissions_working_group_meetings|Permissions Working Group Meetings]]** for information on the next scheduled meeting, and for past meeting notes and recordings.

**Google Group**

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


===== Goals =====

1) Test permissions
  * Identify functions
  * Identify behaviors
  * Identify alerts/toasts
  * Identify bugs
  * Identify deprecated permissions

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

3) 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.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]]

===== Current Projects =====

**Permissions Testing**

  * Susan/PINES: [[https://docs.google.com/spreadsheets/d/17HFHz_2o0dIRFpbWPxqLA6U0eah73SNckwyhFzgVjDs/edit?usp=sharing|EG Permission Testing]]
    * Includes list of all permissions with (mostly) updated descriptions. Also includes tabs for various workflows and the permissions needed to perform each function. Very much a WIP.
  * NC Cardinal: [[https://docs.google.com/spreadsheets/d/135Ap8oxR-LkI0DsbWDae1hIRHVSCWULykieSwaQwA74/edit|Permissions: Which groups have which privileges]]
  * Lindsay Stratton's tests: [[https://docs.google.com/spreadsheets/d/1PL2GcS3yh3I7nDPUUdbckMk67mpjY3jBFt8Lni0RYuE/edit#gid=611289511|Evergreen 3.8 permissions 20221130]]

**Permissions Documentation**

  * [[https://docs.google.com/document/d/1efdT18SLlSeQlT8ID6a4dyy6TV-i7R9H7PraCidgD6U/edit?usp=sharing|Permissions Documentation Reorg Suggestions]]

**Permission Group Review**

  * [[https://docs.google.com/spreadsheets/d/1YrvAGn6HH0qAzTUoWVsQtez43e1kaZpGT-2MRGQgvxQ/edit?gid=1202976817#gid=1202976817|Circulation Permissions Review]]
  * [[https://docs.google.com/spreadsheets/d/1FJnlpvqfOc_H2wdIov-Jn4_5qB42tZtBuEJIDpij9UE/edit?usp=sharing|Cataloging Permissions Review]]


===== Bugs =====

[[https://docs.google.com/spreadsheets/d/1EEwDkvdLfmvElKDji4DuYFVtTMYVA88SEz--Pi_npmU/edit?gid=853625565#gid=853625565|Permssions Bug Tracking]]
  * [[https://bugs.launchpad.net/evergreen/+bugs?field.tag=permissions|All Permissions Bugs]]
  * [[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 Permissions Bugs]]
===== Resources =====

==== Links ====

  * [[https://docs.google.com/spreadsheets/d/1okKKp_jet-OaiBmttNrBzsKRWMKO9mNv8lZifuqYE3o/edit?usp=sharing|Evergreen Stock Permissions]] (updated to 3.14)
  * [[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://olddocs.evergreen-ils.org/2.3/schema/_functions_in_permission.html|Functions in Permission]]
  * [[https://olddocs.evergreen-ils.org/2.3/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 Condition 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