Version 16 (modified by Dan Scott, 4 years ago) (diff)

More info about the staff client and authentication

Conifer staff client

Web staff client

Conifer offers a web staff client that you can use in the Firefox or Chrome browsers at

As of 3.1, the web staff client is considered "production" quality by the Evergreen development team, and the installed staff client is deprecated.

Installed staff client

Conifer offers a custom Evergreen staff client that you must download from the Conifer site.

Installing the Conifer staff client using the Windows installer package

  1. Download the Windows installer package
  2. Double-click the file that you downloaded with the _setup.exe extension. This begins the install.
  3. When the install finishes copying files, clear the checkbox to prevent the staff client from starting automatically.

Once this staff client has been installed, future versions should automatically update themselves.

Requesting permissions to register and use the staff client

Staff that want to use the staff client need to have the Conifer contact for their library open a Conifer ticket requesting the appropriate set of privileges (generally, one or more of "Super circulator", "Super cataloguer", and "Local administrator" permissions). Then the Conifer systems team can grant the permissions accordingly.

Registering the workstation

Once you have been granted the required permissions, you can register the workstation.

The first time you install the Evergreen staff client on a computer, you need to log into Conifer and register the staff client as a new workstation.

When you register the workstation, you must choose the library that reflects where you will be doing your work (such as checking out items).

Registering the workstation at a Laurentian University library

When you initially register the workstation on a given computer, Conifer does not know what library you work for, and thus cannot use alternative authentication schemes such as LDAP. Instead, Conifer has to use the built-in Evergreen account to authenticate (just the first time for the installed staff client, but every time for the web staff client). This poses a problem, as you typically do not (and should not) know your password for your built-in Evergreen account.

Therefore, if you work at a site that normally uses an alternate authentication scheme, such as Laurentian's use of LDAP authentication, you will need to either:

  1. (installed staff client only) have another staff person who knows their Evergreen user name and password log onto your workstation using their built-in Evergreen account to register it; or
  1. have a staff person set your Evergreen password to a known value, so that you can authenticate using the built-in Evergreen user name (mx_example@…) and password. This is the only way you can currently log into the web-based staff client

Once you have registered the workstation, you can subsequently log in to the installed staff client using your LDAP password - although note that you will always have to use your full email address (for example, mx_example@…) for your user name when logging into the staff client.