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.

Permissions Working Group: permissions-working-group@evergreen-ils.org

Date: July 23, 2024 @ 3:00 p.m. EST

Topic: Circulation Permissions (part 2)

June 25, 2024 (Circulation Permissions, part 1) Agenda, Recording, & Notes

May 28, 2024 (EG Conference Recap, 3.13-beta Updates) Agenda & Notes

April 25, 2024 (General Discussion, EG Conference Hackfest) Agenda & Notes

March 26, 2024 (Updates, Permissions Projects, EG Conference) Agenda, Notes & Recording

February 27, 2024 Canceled

January 23, 2024 (Testing Updates, 3.12 Updates, Open Discussion) Agenda, Notes & Recording

December 26, 2023 Canceled

November 28, 2023 (Testing Updates, 3.12 Updates, Open Discussion) Agenda, Notes & Recording

Tuesday, October 24, 2023 (Permission Group Show & Tell)Agenda & Notes

Tuesday, September 19, 2023 (Depth and Grantability) Agenda, Notes, & Recording

Tuesday, August 22, 2023 (Bugs and 3.11 Updates) Agenda, Notes, & Recording

Tuesday, July 25, 2023 (Places Permissions Checks Are Made) Agenda, Notes, & Recording

Thursday, June 14, 2023 (Opening Meeting: Introductions, Logistics, Goals) Agenda & Notes

• Test permissions
  • Identify functions
  • Identify behaviors
  • Identify alerts/toasts
  • Identify bugs
  • Identify deprecated permissions
  • Community testing notes:
    • Susan/PINES: EG Permission Testing
    • NC Cardinal: Permissions: Which groups have which privileges
    • Lindsay Stratton's massively disorganized not entirely up-to-date tests: Evergreen 3.8 permissions 20221130

• Define permissions
  • Standardize vocabulary and format of permission descriptions
  • Update permission descriptions LP Bug 1842957

• Contribute to permissions documentation
  • How do permissions actually work?
  • What does the EVERYTHING permission do?
    • 2022 Lightning Talk by Andrea Buntz Neiman (Slides)
  • Add permissions to corresponding sections in Evergreen Documentation
  • Review and update Evergreen Permissions Documentation: Permissions Documentation Reorg Suggestions
    • User and Group Permissions
    • Describing Your People
    • Appendix A. Permissions List

• Permission bug list
• New (unconfirmed) bugs

• Evergreen Stock Permissions
• Evergreen git (change dropdown to 'grep' to search a permission)
• Fieldmapper
• Functions in permissions
• Permissions schema
• Where Permissions Live by Llewellyn Marshall (NC Cardinal), 2023

• Mother May I? Permissions in Evergreen by Shae Tetteron (Equinox), 2012
• Rethinking Patron and Staff Permission Groups in NC Cardinal by Benjamin Murphy and April Durrence (NC Cardinal), 2020
• Open Sesame: Creating Stricter Evergreen Login Requirements for Staff and Patrons by Amy Terlaga, Jessica Woolford, and Carol Yarrison (Bibliomation), 2020
• Train up Catalogers in the Way They Should Go — Rethinking Permissions, Education, and Certification by Jonathan Moore (Wyomissing Public Library), 2021
• Just Dropped In to See What Conditions My Permissions Are In by Susan Morrison (PINES), 2023
• A Beginner's Guide to Evergreen Permissions by Susan Morrison (PINES), 2024