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How can I get Cat2 permissions?

Copy catalogers (Cat2 in Evergreen Indiana) are able to:

  • attach holdings to existing bibliographic records
  • edit volume and copy level data
  • create and edit monograph parts

Training #

To obtain Cat2 permissions in Evergreen Indiana, you must either take the Basic Cataloging in Evergreen Indiana course on the Evergreen Indiana Learn website, or be trained locally by a certified Cat1.

Topics that need to be covered in training:

  • Using the Holdings Editor
  • Knowing your Matchpoints
  • Adding Holdings
  • Parts
  • Item Notes, Alerts, and Tags
  • Item Status
  • Holdings Maintenance
  • Holdings Template Editor
  • Item Buckets

Receiving Permissions #

The Cat2 permission group can be added to your staff working account by a local administrator at your library. It should be either the primary permission group, or used as the secondary group if the current group has a higher level of permissions.

For example: If you have Circ1 permissions, you will add Cat2 as a secondary group since the Circ1 group has a higher level of permissions.

Retaining Permissions #

There are no annual requirements to retain Cat2 permissions. These are managed at the local level.

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