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--- admin:home [2019/03/27 21:10] – [About Evergreen] tmccanna
+++ admin:home [2022/07/11 13:09] – [Introduction] smorrison
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 ====== Local Admin Policies and Procedures ======
-//This is a working document that is currently being updated. Most of the Local Admin documentation is still available at [[https://pines.georgialibraries.org/documentation|PINES Documentation]]//
 ===== Introduction =====
@@ Line 9: / Line 7: @@
 GPLS staff" throughout this manual) on behalf of the PINES Libraries. This role includes high-level
 system administration of the PINES Integrated Library System (ILS) software ([[http://gapines.org]]);
-Helpdesk support ([[http://help.georgialibraries.org]]) for consortium wide policy, software, and other
+Helpdesk support ([[http://help.georgialibraries.org]]) for consortium-wide policy, software, and other
 issues; providing training and documentation regarding agreed-upon policies and procedures; and other requests.
@@ Line 22: / Line 20: @@
 ===== The Evergreen “LocalAdmin” Role =====
-PINES staff members are each assigned a permissions profile or "role" for work within Evergreen.
+PINES staff members are each assigned a permissions profile or "role" for work within Evergreen. At the local system level, the highest-level permissions profile is LocalAdmin. (Please note that there is a distinction between the "Local System Administrator" position and the "LocalAdmin" permissions profile.)
-At the local system level, the highest-level permissions profile is LocalAdmin. This role can only be
-assigned by PINES/GPLS staff at the request of a PINES Library Director. Evergreen allows more
+Each PINES member library system is required to have a designated "PINES Local Administrator" (LocalAdmin) who acts as the technical lead that oversees and is responsible for (along with other staff designated by the system director) receiving and communicating PINES technical and update information to local staff, managing local PINES workstation and printer configuration, creating and running statistical reports, staff account creation and maintenance, submitting GPLS Help Desk tickets, and other assorted local duties.
-than one LocalAdmin staff per library system, so this role can be assigned to others as needed, though
-it is recommended to limit this role to only two or three trusted individuals at the most. Staff with
+This role can only be assigned by PINES/GPLS staff at the request of a PINES Library Director. Evergreen allows more than one LocalAdmin staff per library system, so this role can be assigned to others as needed, though
-the LocalAdmin role are able to edit local library settings, and create and run statistical reports. The
+it is recommended to limit this role to only two or three trusted individuals at the most.
-LocalAdmin may also assign permission levels to other library staff (with some exceptions) and may
-add specific permissions to individual staff members. Please note that there is a distinction between
+**Certification**
-the "Local System Administrator" position and the "LocalAdmin" permissions profile.
+Due to the nature of the role and the high level of responsibility for staff account security and maintenance each LocalAdmin has, PINES has implemented a certification requirement for local administration permissions (announced October 2021). In order to be granted these permissions, a staff member must first:
+  - Be designated to the role by their library system director (via a Help Desk ticket).
+  - Complete the [[https://my.nicheacademy.com/pines/course/9060|PINES Local Admin Certification course]] and pass the included quizzes.
+<note important>In order to retain permissions, current LocalAdmins must obtain their certification prior to April 30, 2022.</note>
 ===== About Evergreen =====
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 ===== The Evergreen Staff Client =====
-The Evergreen Staff Client is web-based and designed to run within Firefox or Chrome. Local Admins do not need to install client software, but will be required to configure and troubleshoot issues. Configuration tasks may include registering workstations, configuring browser cookie settings, and configuring printing.
+The Evergreen Staff Client is web-based and designed to run within the Firefox or Chrome web browser. Local Admins do not need to install client software, but will be required to configure and troubleshoot issues. Configuration tasks may include registering workstations, configuring browser cookie settings, and configuring printing.
+The PINES staff does not recommend and cannot currently support the use of Chrome OS devices (Chromebooks, Chromeboxes) for running the Evergreen Staff Client.  We do support the use of Windows 10 (or currently supported versions) and less often, Mac OS or Linux devices.
 ===== Copying =====