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    8. Privileges for Roles in Alma

    Privileges for Roles in Alma

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    1. Privileges for ACQ_ADMINISTRATOR
    2. Privileges for CATALOGING_ASSISTANCE_BY_AI
    3. Privileges for ALMA_ANALYTICS_ADMINISTRATOR
    4. Privileges for CATALOGER
    5. Privileges for CATALOGER_EXTENDED
    6. Privileges for CATALOG_ADMINISTRATOR
    7. Privileges for CATALOG_MANAGER
    8. Privileges for CDI_INVENTORY_OPERATOR
    9. Privileges for CIRCULATION_DESK_MANAGER
    10. Privileges for CIRCULATION_DESK_OPERATOR
    11. Privileges for CIRCULATION_DESK_OPERATOR_LIMITED
    12. Privileges for CHAT_WITH_SUPPORT
    13. Privileges for COLLECTION_INVENTORY_OPERATOR
    14. Privileges for COLLECTION_INVENTORY_OPERATOR_EXTENDED
    15. Privileges for CONTENT_MANAGER
    16. Privileges for CONTENT_ADMINISTRATOR
    17. Privileges for CONTENT_OPERATOR
    18. Privileges for COURSE_RESERVES_MANAGER
    19. Privileges for COURSE_RESERVES_OPERATOR
    20. Privileges for COURSE_RESERVES_VIEWER
    21. Privileges for DEPOSIT_MANAGER
    22. Privileges for DEPOSIT_OPERATOR
    23. Privileges for DEPOSIT_OPERATOR_EXTENDED
    24. Privileges for DESIGN_ANALYTICS
    25. Privileges for DIGITAL_INVENTORY_OPERATOR
    26. Privileges for DIGITAL_INVENTORY_OPERATOR_EXTENDED
    27. Privileges for DISCOVERY_ADMIN
    28. Privileges for DISCOVERY_OPERATOR_LIMITED
    29. Privileges for ELECTRONIC_INVENTORY_OPERATOR
    30. Privileges for ELECTRONIC_INVENTORY_OPERATOR_LIMITED
    31. Privileges for ELECTRONIC_INVENTORY_OPERATOR_EXTENDED
    32. Privileges for FISCAL_PERIOD_MANAGER
    33. Privileges for FULFILLMENT_ADMINISTRATOR
    34. Privileges for FULFILLMENT_SERVICES_MANAGER
    35. Privileges for FULFILLMENT_SERVICES_OPERATOR
    36. Privileges for FUND_LEDGER_VIEWER
    37. Privileges for FUND_MANAGER
    38. Privileges for GENERAL_SYSTEM_ADMINISTRATION
    39. Privileges for INVOICE_MANAGER
    40. Privileges for INVOICE_OPERATOR
    41. Privileges for INVOICE_OPERATOR_EXTENDED
    42. Privileges for KNOWN_ISSUES_OPERATOR
    43. Privileges for LEDGER_MANAGER
    44. Privileges for LETTER_ADMINISTRATOR
    45. Privileges for LICENSE_MANAGER
    46. Privileges for LICENSE_VIEWER
    47. Privileges for PATRON
    48. Privileges for PHYSICAL_INVENTORY_OPERATOR
    49. Privileges for PHYSICAL_INVENTORY_OPERATOR_LIMITED
    50. Privileges for PHYSICAL_INVENTORY_OPERATOR_EXTENDED
    51. Privileges for PRINTOUT_QUEUE_MANAGER
    52. Privileges for PRINTOUT_QUEUE_OPERATOR
    53. Privileges for PURCHASING_MANAGER
    54. Privileges for PURCHASING_OPERATOR
    55. Privileges for PURCHASE_OPERATOR_EXTENDED
    56. Privileges for PURCHASE_REQUEST_MANAGER
    57. Privileges for PURCHASE_REQUEST_OPERATOR
    58. Privileges for PURCHASE_REQUEST_OPERATOR_EXTENDED
    59. Privileges for RECOMMENDATION_MANAGER
    60. Privileges for RECEIVING_OPERATOR
    61. Privileges for RECEIVING_OPERATOR_LIMITED
    62. Privileges for REPOSITORY_ADMINISTRATOR
    63. Privileges for REPOSITORY_MANAGER
    64. Privileges for REQUESTS_OPERATOR
    65. Privileges for RESOURCE_SHARING_PARTNERS_MANAGER
    66. Privileges for RIALTO_ADMINISTRATOR
    67. Privileges for RIALTO_MANAGER
    68. Privileges for RIALTO_PURCHASER
    69. Privileges for SELECTOR
    70. Privileges for SELECTOR_LIMITED
    71. Privileges for SUPER_SELECTOR
    72. Privileges for TRIAL_MANAGER
    73. Privileges for TRIAL_OPERATOR
    74. Privileges for USAGE_DATA_OPERATOR
    75. Privileges for USER_ADMINISTRATOR
    76. Privileges for USER_MANAGER_FULL
    77. Privileges for VENDOR_ACCOUNT_MANAGER
    78. Privileges for VENDOR_MANAGER
    79. Privileges for VIEW_MANAGEMENT
    80. Privileges for WORK_ORDER_OPERATOR
    Translatable

    This page describes the privileges available for each role in Alma.  For information on managing the roles, see Managing User Roles.

    Privileges for ACQ_ADMINISTRATOR

    Privilege Default State Privilege Description
    ACQ_ADMINISTRATION Enabled Gives access to Configuration Menu of Acquisition. It has the option of edit or read only (can be marked as read only on the role level).
    ACQUISITIONS_ADMINISTRATOR_ANALYTICS Enabled N/A
    AUTO_MD_IMPORT_PROFILES_RECOMMENDATIONS Enabled N/A
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load​"
    MANAGE_EXPORTS Enabled Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_CHANGE_PO_LINE_LIMITED_ATTRIBUTES Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO line information advanced
    TASK_CHAIN_LEGAL_DEPOSIT_ANNUAL_RECEIPT Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Legal Deposit annual Receive
    TASK_CHAIN_PO_LINE_CHANGE_PO_LINES_STATUS Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Change PO line status
    TASK_CHAIN_PO_LINE_PO_LINE_WORKFLOW_UPDATE Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines workflow
    TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_INFORMATION Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines information
    TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_TRANSACTIONS Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines transactions
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user does not have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_LOAN_DETAILS Enabled N/A
    VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

    Privileges for CATALOGING_ASSISTANCE_BY_AI

    Privilege Default State Privilege Description
    CREATE_WITH_AI Enabled

    Enables the cataloger to create a new draft record with the AI Metadata Assistant

    ENRICH_WITH_AI Enabled

    Enables the cataloger to enrich an existing record that they are editing with the AI Metadata Assistant

    Privileges for ALMA_ANALYTICS_ADMINISTRATOR

    Privilege Default State Privilege Description
    ALMA_ANALYTICS_ADMINISTRATOR Enabled
    • Subscribe to Analytics * Opens the Analytics Configuration and Subscription page. This Enables users to enable or disable Analytics Subscriptions of Scheduled Reports. Scheduled Reports are created by Analytics Administrators in the Analytics Object List option.
    • Analytics Objects List * Opens the Analytics Configuration and Subscription page of all Analytics objects. This Enables the creation and management of Analytics Objects, both Alma and Primo, which include Dashboard, Report, Scheduled Dashboard, Scheduled Report and Widget. The objects created can then be used by users, such as widgets on a home page, or subscribing to a scheduled report.
    • Analytics User Statistics * Opens the Analytics User Statistics page. This Enables for the management of the Analytics Statistics values in the system Code Table.  A Description or Translation can be set in this page to each of the Statistic values. The table code is " AnalyticsUserStatistics".
    • Analytics Citation Attribute Types * Opens the Analytics Citation Attribute Types. This Enables for management of the Citation Attribute Type values in the system Code Table. A Description or Translation can be set in this page to each of the Attribute Type values. The Table Code is "AnalyticsCitationAttributeTypes".
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history...)

    Privileges for CATALOGER

    Privilege Default State Privilege Description
    CATALOGER_ANALYTICS Enabled N/A
    CATALOGING Enabled
    • API: get, update, create or delete bib/s, authority.
    • MD Editor: View collections, Open MD Editor, External search,
    • Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration
    CONTRIBUTOR Enabled MD Editor * Contribute templates / rules
    Esploro operations
    DELETE_BIB Enabled When canceling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option "Delete bibliographic record (unless other holdings are present)" is displayed.
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
    MANAGE_REMINDERS Enabled Manages reminders * Observe, edit, delete, create
    MERGE_RECORDS_IN_CENTRAL_CATALOG Disabled Enables performing a merge of records in SBN central catalog.
    NORMALIZATION_RULES_ENABLED Enabled

    This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

    Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

    When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

    • Create new/edit existing Normalization Rules (NRs)
    • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
    • Test NRs on a MARC record in a side-by-side mode

    For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name appears.
    RESTORE_RECORD_VERSION Enabled MD Editor: Restore previous version
    SETS_EDIT Enabled Controls access to edit action sets
    TASK_CHAIN_BIB_MMS_EXPORT Enabled Enables running the Export Bibliographic Records job
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege.
    If the user does not have this privilege, the patron name will be hidden (replaced with * marks).
    Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history...)

    Privileges for CATALOGER_EXTENDED

    Privilege Default State Privilege Description
    CONTRIBUTOR Enabled  MD Editor * Contribute templates / rules
    Esploro operations
    DELETE_BIB Enabled  When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MERGE_RECORDS_IN_CENTRAL_CATALOG Enabled  Enables performing a merge of records in SBN central catalog. 
    MANAGE_REMINDERS Disabled  Manages reminders * Observe, edit, delete, create
    MMS_DELETE Enabled  Enables bib record deletion from MD Editor
    NORMALIZATION_RULES_ENABLED Enabled

    This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

    Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

    When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

    • Create new/edit existing Normalization Rules (NRs)
    • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
    • Test NRs on a MARC record in a side-by-side mode

    For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    RESTORE_RECORD_VERSION Enabled  MD Editor: Restore previous version
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for CATALOG_ADMINISTRATOR

    Privilege Default State Privilege Description
    ADD_AND_REMOVE_EXTENSIONS Enabled  The visibility of the "Add Extensions" button in MARC profile configuration
    AUTO_MD_IMPORT_PROFILES_RECOMMENDATIONS Enabled  N/A
    CATALOG_ADMINISTRATOR_ANALYTICS Enabled  N/A
    CATALOGING Enabled 
    • API: get, update, create or delete bib/s, authority.  
    • MD Editor: View collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration
    CATALOGING_CONFIGURATION Enabled 
    • Primo dashboard widget
    • MD Editor: View collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration
    • Merge and Combine menu link
    CONTRIBUTOR Enabled 
    • MD Editor * Contribute templates / rules
    • Esploro operations
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DESCRIPTION_TEMPLATE_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Description Templates"
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    IDENTICAL_SYSTEM_CONTROL_NUMBER_RECOMMENDATIONS Enabled  N/A
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MERGE_RECORDS_IN_CENTRAL_CATALOG Disabled  Enables performing a merge of records in SBN central catalog. 
    NORMALIZATION_RULES_ENABLED Enabled

    This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

    Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

    When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

    • Create new/edit existing Normalization Rules (NRs)
    • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
    • Test NRs on a MARC record in a side-by-side mode

    For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PROCESS_ADD Enabled  Controls the ability to add jobs
    PROCESS_MANAGE Enabled  Access to Manage Jobs and Sets menu options, Observe Primo dashboard
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    RESOLVE_IMPORT Enabled  See "Resolve Imports Issues" in the Acq. menu
    RESTORE_RECORD_VERSION Enabled  MD Editor: restore previous version
    SETS_EDIT Enabled  Controls access to edit sets action
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_BIB_MMS_CNMARCBIB_NORMALIZATION Enabled  Runs different "CNMARC Bib Normalization" processes
    TASK_CHAIN_BIB_MMS_DCAP01_NORMALIZATION Enabled  Runs different "DCAP01 Bib Normalization" processes
    TASK_CHAIN_BIB_MMS_DCAP02_NORMALIZATION Enabled  Runs different "DCAP02 Bib Normalization" processes
    TASK_CHAIN_BIB_MMS_EXPORT Enabled  Enables running the Export Bibliographic Records job
    TASK_CHAIN_BIB_MMS_ITEM_WITHDRAW Enabled  Enables access to the Withdraw items job
    TASK_CHAIN_BIB_MMS_KORMARCBIB_NORMALIZATION Enabled  Runs different "Kormarc Normalization" processes
    TASK_CHAIN_BIB_MMS_MARC21BIB_NORMALIZATION Enabled  Runs different "Marc 21 Normalization" processes
    TASK_CHAIN_BIB_MMS_MARC21MANAGEMENT_TAGS Enabled  Runs different "Management Tags" jobs
    TASK_CHAIN_BIB_MMS_METADATA_MANAGEMENT Enabled 
    • Runs different "Metadata Management" jobs (for example "Delete Bibliographic records") -
    • Adds reminders
    • Unlinks bib records from authority records
    • Changes Record DC Application Profile
    TASK_CHAIN_BIB_MMS_MODS_NORMALIZATION Enabled  Runs different "MODS Normalization" processes
    TASK_CHAIN_BIB_MMS_QUALIFIED_DC_NORMALIZATION Enabled  Runs different "Qualified DC Normalization" processes
    TASK_CHAIN_BIB_MMS_UNIMARCBIB_NORMALIZATION Enabled  Runs different "UNIMARC Bib Normalization" processes
    TASK_CHAIN_PUBLISHING_BULK_PUBLISHING Enabled  Runs "Primo Republish Set of Titles" job
    TASK_CHAIN_PUBLISHING_OCLC_BULK_PUBLISHING Enabled  Runs "Bib OCLC Republish Set of Titles" and "Holding OCLC Republish Set of Titles" jobs
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for CATALOG_MANAGER

    Privilege Default State Privilege Description
    CATALOG_MANAGE Enabled  MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing. Merge and Combine menu link.
    CATALOGER_ANALYTICS Enabled  N/A
    CATALOGING Enabled 
    • API: get, update, create or delete bib/s, authority.
    • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration
    CONTRIBUTOR Enabled  MD Editor * Contribute templates / rules
    Esploro operations
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    IDENTICAL_SYSTEM_CONTROL_NUMBER_RECOMMENDATION Disabled  N/A
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MERGE_RECORDS_IN_CENTRAL_CATALOG Enabled  Enables performing a merge of records in SBN central catalog. 
    NORMALIZATION_RULES_ENABLED Enabled

    This privilege enables institutions to control which users have the rights to create/modify normalization rules of any type.

    Institutions can disable this privilege for selected roles if needed, by contacting Ex Libris support.

    When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):

    • Create new/edit existing Normalization Rules (NRs)
    • Edit, Duplicate, or Delete NRs in the side pane Rules in the MDE
    • Test NRs on a MARC record in a side-by-side mode

    For more information on creating normalization rules for bibliographic records in XSL format, see Alma XSL Normalization Rule Examples.

    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PROCESS_ADD Enabled  Controls the ability to add jobs
    PROCESS_MANAGE Enabled  Access to Manage Jobs and Sets menu options, Observe Primo dashboard
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    RESOLVE_IMPORT Enabled  See "Resolve Imports Issues" in the Acq. menu
    RESTORE_RECORD_VERSION Enabled  MD Editor: restores previous version
    SETS_EDIT Enabled  Controls access to edit sets action
    TASK_CHAIN_BIB_MMS_CNMARCBIB_NORMALIZATION Enabled  Runs different "CNMARC Bib Normalization" processes
    TASK_CHAIN_BIB_MMS_DCAP01_NORMALIZATION Enabled  Runs different "DCAP01 Bib Normalization" processes
    TASK_CHAIN_BIB_MMS_DCAP02_NORMALIZATION Enabled  Runs different "DCAP02 Bib Normalization" processes
    TASK_CHAIN_BIB_MMS_EXPORT Enabled  Enables running the Export Bibliographic Records job
    TASK_CHAIN_BIB_MMS_ITEM_WITHDRAW Enabled  Enables access to the Withdraw items job
    TASK_CHAIN_BIB_MMS_KORMARCBIB_NORMALIZATION Enabled  Runs different "Kormarc Normalization" processes
    TASK_CHAIN_BIB_MMS_MARC21BIB_NORMALIZATION Enabled  Runs different "Marc 21 Normalization" processes
    TASK_CHAIN_BIB_MMS_MARC21MANAGEMENT_TAGS Enabled  Runs different "Management Tags" jobs
    TASK_CHAIN_BIB_MMS_METADATA_MANAGEMENT Enabled 
    • Runs different "Metadata Management" jobs (for example "Delete Bibliographic records") -
    • Adds reminders
    • Unlinks bib records from authority records
    • Changes Record DC Application Profile
    TASK_CHAIN_BIB_MMS_MODS_NORMALIZATION Enabled  Runs different "MODS Normalization" processes
    TASK_CHAIN_BIB_MMS_QUALIFIED_DC_NORMALIZATION Enabled  Runs different "Qualified DC Normalization" processes
    TASK_CHAIN_BIB_MMS_UNIMARCBIB_NORMALIZATION Enabled  Runs different "UNIMARC Bib Normalization" processes
    TASK_CHAIN_PUBLISHING_BULK_PUBLISHING Enabled  Runs "Primo Republish Set of Titles" job
    TASK_CHAIN_PUBLISHING_OCLC_BULK_PUBLISHING Enabled  Runs "Bib OCLC Republish Set of Titles" and "Holding OCLC Republish Set of Titles" jobs
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_DETAILS Disabled  N/A
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Enabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for CDI_INVENTORY_OPERATOR

    Privilege Default State Privilege Description
    CDI_INVENTORY_MANAGE Enabled  Enables CDI collection activation (Institution or from Community Zone)
    CDI_INVENTORY_VIEW Enabled  Enables CDI collection activation (Institution or from Community Zone)
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)

    Privileges for CIRCULATION_DESK_MANAGER

    Privilege Default State Privilege Description
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled  Enables adding a block/note/attachement in a specific library's scope
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    BULK_ACTIONS_IN_READING_ROOM_DESK Enabled  Enables operators of reading room desks to select multiple items in the active hold shelf and move them between the “Held by patron” and “On shelf (not final)” tabs.
    CALENDAR_UPDATE Disabled  Enables editing the library's opening hours (a link will  appear in the fulfillment actions menu).
    CHANGE_DUE_DATE_PRIVILEGE Enabled  Enables "change due date" in manage patron services
    CHANGE_ITEM_INFO_PRIVILEGE Enabled  Controls the Change Item Information tab in scan in items
    CHANGE_RETURN_DATE_PRIVILEGE Enabled  Controls the Change Due Date option in Return Items
    CIRCULATION_DESK_OPERATOR_ANALYTICS Enabled  N/A
    CIRC_DESK_MANAGER_PRIVILEGE Enabled  Controls override option when block preference override is set to "by manager"
    CIRC_DESK_OPERATOR_LIMITED_PRIVILEGE Enabled  Grants access to manage patron services, override option when block preference override is set to "by all".
    CIRC_DESK_OPERATOR_PRIVILEGE Enabled  Grants access to search users, edit users (without user roles), override option when block preference override is set to "by operator". For the "CIRCULATION_DESK_OPERATOR” role, see also the notes on the USER_LIST_VIEW privilege. 
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CONSORTIAL_SERVICES_PRIVILEGE Enabled  Enables searching users in other institution (for consortia)
    CREATE_DAILY_REPORT_PRIVILEGE Enabled  Deprecated. Was used to control the daily report. This was replaced by the fines fees report, so no longer relevant.
    CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled  Enables creating and removing user blocks
    DELETE_LOAN_PRIVILEGE Enabled  Enables deleting loans
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    EDIT_PATRON_ROLE_EXPIRY_DATE_PRIVILEGE Enabled  Enables manual update of the patron role expiry date
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieves list of collections / portfolios
    • API - Retrieves collection / portfolios by ID
    FINES_FEES_REPORT Enabled  Enables running the fines and fees report
    FUL_CONFIG_UTILITY Enabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MARK_AS_LOST_PRIVILEGE Enabled  Enables marking a loan as lost
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    OVERRIDE_PAGING_POLICY Disabled  Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
    PAY_FINES_FEES_PRIVILEGE Enabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_MANAGE Disabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    QUICK_DOCUMENT_DELIVERY Enabled  Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    RENEW_LOAN_PRIVILEGE Enabled  Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
    RENEW_PATRON Enabled  Controls the ability to renew patron from Manage Patron Services (when block pop* Up appears)
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REQUESTS_CREATOR Disabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RETURN_ITEMS_ONLY Enabled  Enables returning items (not the only privilege for this, but one that can be used to configure limited operator to ONLY return items)
    TASK_CHAIN_ITEM_LOAN Enabled  Deprecated. 
    UPDATE_USER_STATISTICS_PRIVILEGE Enabled  Enables updating statistics in user record
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    UPLOAD_OFFCIRC_PRIVILEGE Enabled  Enables uploading offline circulation file
    USER_IDENTIFIER_UPDATE Enabled  Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    USER_MANAGER_UPDATE Enabled  Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege. 
    VIEW_ALL_LOAN_HISTORY Enabled  Controls whether a user can see the loans history in the returns tab.
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled  Controls the appearance of the demerits tab in user.
    VIEW_FINES_FEES Enabled  Enables viewing a patron's fine/fees. Controls the presentation of:
    • Visibility of the Fines/Fees tab in the User Details screen.
    • Searching by Fines/Fees in the Advanced Users search.
    • Presentation of the patron's active balance in the Manage Patron Services screen.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages
    VIEW_USER_STATISTICS_PRIVILEGE Enabled  Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
    WAIVE_FINES_FEES_PRIVILEGE Enabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for CIRCULATION_DESK_OPERATOR

    Privilege Default State Privilege Description
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled  Enables viewing operator details in acquisitions pages
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin  Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    BULK_ACTIONS_IN_READING_ROOM_DESK Enabled  Enables operators of reading room desks to select multiple items in the active hold shelf and move them between the “Held by patron” and “On shelf (not final)” tabs.
    CALENDAR_UPDATE Disabled  Enables editing the library's opening hours (a link will  appear in the fulfillment actions menu).
    CHANGE_DUE_DATE_PRIVILEGE Enabled  Enables "change due date" in manage patron services
    CHANGE_ITEM_INFO_PRIVILEGE Enabled  Controls the Change Item Information tab in scan in items
    CHANGE_RETURN_DATE_PRIVILEGE Enabled  Controls the Change Due Date option in Return Items
    CIRC_DESK_OPERATOR_LIMITED_PRIVILEGE Enabled  Grants access to manage patron services, override option when block preference override is set to "by all".
    CIRC_DESK_OPERATOR_PRIVILEGE Enabled  Grants access to search users, edit users (without user roles), override option when block preference override is set to "by operator". For the "CIRCULATION_DESK_OPERATOR” role, see also the notes on the USER_LIST_VIEW privilege. 
    CIRCULATION_DESK_OPERATOR_ANALYTICS Enabled  N/A
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CONSORTIAL_SERVICES_PRIVILEGE Enabled  Enables searching users in other institution (for consortia)
    CREATE_DAILY_REPORT_PRIVILEGE Enabled  Deprecated. Was used to control the daily report. This was replaced by the fines fees report, so no longer relevant.
    CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled  Enables creating and removing user blocks
    DELETE_LOAN_PRIVILEGE Enabled  Enables deleting loans
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    EDIT_PATRON_ROLE_EXPIRY_DATE_PRIVILEGE Enabled  Enables manual update of the patron role expiry date
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    FINES_FEES_REPORT Disabled  Enables running the fines and fees report
    FUL_CONFIG_UTILITY Enabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MARK_AS_LOST_PRIVILEGE Enabled  Enables marking a loan as lost
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    OVERRIDE_PAGING_POLICY Disabled  Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
    PAY_FINES_FEES_PRIVILEGE Enabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_MANAGE Disabled  Enables creating and edit holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    PRIORITIZE_REQUESTS_PRIVILLEGE Disabled  Determines the sequence of requests that receive an item, without having to manually re* Do the work every time the item becomes available.
    QUICK_DOCUMENT_DELIVERY Enabled  Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    RENEW_LOAN_PRIVILEGE Enabled  Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
    RENEW_PATRON Enabled  Controls the ability to renew patron from Manage Patron Services (when block pop* Up appears)
    REQUESTS_CREATOR Disabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RETURN_ITEMS_ONLY Enabled  Enables returning items (not the only privilege for this, but one that can be used to configure limited operator to ONLY return items)
    UPDATE_USER_STATISTICS_PRIVILEGE Enabled  Enables updating statistics in user record
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    UPLOAD_OFFCIRC_PRIVILEGE Enabled  Enables uploading offline circulation file
    USER_IDENTIFIER_UPDATE Enabled  Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and admin > manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    USER_MANAGER_UPDATE Enabled  Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege. 
    VIEW_ALL_LOAN_HISTORY Enabled  Controls whether a user can see the loans history in the returns tab.
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled  Controls the appearance of the demerits tab in user.
    VIEW_FINES_FEES Enabled  Enables viewing a patron's fine/fees. Controls the presentation of:
    * Visibility of the Fines/Fees tab in the User Details screen.
    * Searching by Fines/Fees in the Advanced Users search.
    * Presentation of the patron's active balance in the Manage Patron Services screen.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_USER_STATISTICS_PRIVILEGE Enabled  Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
    WAIVE_FINES_FEES_PRIVILEGE Enabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for CIRCULATION_DESK_OPERATOR_LIMITED

    Privilege Default State Privilege Description
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Disabled  Enables adding a block/note/attachment in a specific library's scope.
    ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    BULK_ACTIONS_IN_READING_ROOM_DESK Enabled Enables operators of reading room desks to select multiple items in the active hold shelf and move them between the “Held by patron” and “On shelf (not final)” tabs.
    CALENDAR_UPDATE Disabled  Enables editing the library's opening hours (a link will  appear in the fulfillment actions menu).
    CHANGE_DUE_DATE_PRIVILEGE Disabled  Enables "change due date" in manage patron services.
    CHANGE_ITEM_INFO_PRIVILEGE Disabled  Controls the Change Item Information tab in scan in items.
    CHANGE_RETURN_DATE_PRIVILEGE Disabled  Controls the Change Due Date option in Return Items.
    CIRCULATION_DESK_OPERATOR_ANALYTICS Enabled N/A
    CIRC_DESK_OPERATOR_LIMITED_PRIVILEGE Enabled Grants access to manage patron services, override option when block preference override is set to "by all".
    CLAIMED_RETURNED_PRIVILEGE Enabled Enables "claim returned" in manage patron services.
    CONSORTIAL_SERVICES_PRIVILEGE Enabled Enables searching users in other institution (for consortia).
    CREATE_DAILY_REPORT_PRIVILEGE Disabled  Deprecated. Was used to control the daily report. This was replaced by the fines fees report, so no longer relevant.
    CREATE_REMOVE_BLOCKS_PRIVILEGE Disabled  Enables creating and removing user blocks.
    DELETE_LOAN_PRIVILEGE Disabled  Enables deleting loans.
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information.
    EDIT_PATRON_ROLE_EXPIRY_DATE_PRIVILEGE Enabled  Enables manual update of the patron role expiry date.
    ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID.
    FUL_CONFIG_UTILITY Disabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab.
    MANAGE_EXPORTS Enabled Controls the "manage exports".
    MARK_AS_LOST_PRIVILEGE Disabled  Enables marking a loan as lost.
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button.
    OVERRIDE_PAGING_POLICY Disabled  Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma.
    PAY_FINES_FEES_PRIVILEGE Disabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_MANAGE Disabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
    PURCHASE_REQUEST_ON_BEHALF Enabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    QUICK_DOCUMENT_DELIVERY Enabled Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    REGISTER_NEW_USER Enabled Controls the ability to register a new user from Manage Patron Services screen.
    RENEW_LOAN_PRIVILEGE Disabled  Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
    RENEW_PATRON Enabled Controls the ability to renew patron from Manage Patron Services (when block pop* Up appears)
    REQUESTS_CREATOR Disabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RETURN_ITEMS_ONLY Disabled  Enables returning items (not the only privilege for this, but one that can be used to configure limited operator to ONLY return items).
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    UPLOAD_OFFCIRC_PRIVILEGE Disabled  Enables uploading offline circulation file.
    USER_IDENTIFIER_UPDATE Enabled Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier).
    USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage Users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    USER_MANAGER_UPDATE Enabled Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege. 
    VIEW_ALL_LOAN_HISTORY Enabled Controls whether a user can see the loans history in the returns tab.
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled  Controls the appearance of the demerits tab in user.
    VIEW_FINES_FEES Enabled Enables viewing a patron's fine/fees. Controls the presentation of:
    • Visibility of the Fines/Fees tab in the User Details screen
    • Searching by Fines/Fees in the Advanced Users search
    • Presentation of the patron's active balance in the Manage Patron Services screen
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…).
    VIEW_USER_STATISTICS_PRIVILEGE Disabled  Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled).
    WAIVE_FINES_FEES_PRIVILEGE Disabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for CHAT_WITH_SUPPORT

    Privilege Default State Privilege Description
    CHAT_WITH_SUPPORT Enabled Enables customers to chat with Support in an online chat.

    Privilege Default State Privilege Description

    Privileges for COLLECTION_INVENTORY_OPERATOR

    Privilege Default State Privilege Description
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    ASSIGN_TO_COLLECTION Enabled  Allow to assign titles to Collections, according to collection's library scope:
    • When adding digital representation
    • When setting deposit profile * It will verify that related collection can be assignable for this user
    • From Collection resource editor UI > Title list tab: all actions related
    • When restoring a deleted digital title and assigning it back to a collection
    • Enables running the “Update Logical Collections from Set” job.
    COLLECTION_INVENTORY_MANAGE Enabled 
    • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
    • Enables viewing collection recent entities
    • Enables accessing in Edit mode from Collection links in Collection drawer in staff search results
    • Enables setting default collections in digital import profile
    • Enables creating/editing collection import profile
    • Enables editing Collection in 'Collection Resource Editor' UI, and creating sub* Collections
    • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
    • Enables moving/reordering top level collections
    • Enables doing actions via Collection Rest API:
    * Get collections (GET collections)
    * Get collection by pid (GET collections/{pid})
    * Create collection (POST collections)
    * Update collection by pid (PUT collections/{pid})
    * Remove title from collection (DELETE collections/{pid}/bibs/{mms_id})
    * Remove empty collection (DELETE collections/{pid})
    * Add title to collection (POST collections/{pid}/bibs)
    * Get titles that assign to given collection (GET collections/{pid}/bibs)
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information.
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID.
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
    TASK_CHAIN_ADD_TITLES_TO_COLLECTION_JOB_INFORMATION_UPDATE Enabled  Adds titles in a set to a chosen collection.
    TASK_CHAIN_UNASSIGN_TITLES_FROM_COLLECTION_JOB_INFORMATION_UPDATE Enabled  Removes titles in a set from a chosen collection.
    VIEW_MANAGE_COLLECTION Enabled 
    • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
    • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for COLLECTION_INVENTORY_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    ADD_TOP_LEVEL_COLLECTION Enabled 
    • Enables creating Top level collection ('Add Top Level Collection' button is accessible)
    • Enables making a sub* Collection to be a top level collection
    COLLECTION_INVENTORY_DELETE Enabled 
    • Enables delete collection from Collection Resource Editor, in Sub Collection tab
    • Enables deleting top level collection (with no sub* Collections) from 'Top Level Collection' UI
    • Shows the Delete option from collection results in staff search (for empty collections)
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information.
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID.
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_MANAGE_COLLECTION Enabled 
    • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
    • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…).

    Privileges for CONTENT_MANAGER

    Privilege Default State Privilege Description
    CATALOGING Enalbed 
    • API: get, update, create or delete bib/s, authority.
    • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E Collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.

    Privileges for CONTENT_ADMINISTRATOR

    Privilege Default State Privilege Description
    CATALOGING Enabled 
    • API: get, update, create or delete bib/s, authority.
    • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.

    Privileges for CONTENT_OPERATOR

    Privilege Default State Privilege Description
    CATALOGING Enabled 
    • API: get, update, create or delete bib/s, authority.
    • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    • Resource management configuration

    Privileges for COURSE_RESERVES_MANAGER

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    ASSIGN_TO_OTHERS Enabled  Controls the appearance of the "assigned to others" tab in reading list task list. Doesn't affect the ability to reassign.
    COURSE_RESERVES Enabled  Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information.
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID.
    MANAGE_EXPORTS Enabled  Controls the "manage exports".
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    RL_CREATE_LIST_PRIVILEGE Enabled  Enables creation of list.
    RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled  Enables addition of public note citation.
    RL_DELETE_LIST_PRIVILEGE Enabled  Enables deletion of list.
    RL_DELETE_NOTE_PRIVILEGE Enabled  Enables deletion of note from citation.
    RL_SET_COLLABORATORS_PRIVILEGE Enabled  Enables setting of collaborator privilege in list.
    RL_UPDATE_LIST_PRIVILEGE Enabled  Enables updating and deletion of list.
    SUBMIT_PURCHASE_REQUEST Disabled  Controls the appearance of a "purchase request" link in citation actions in reading list.
    SUBMIT_RESOURCE_SHARING_REQUEST Disabled  Controls the appearance of a "resource sharing request" link in citation actions in reading list.
    TASK_CHAIN_UPDATE_READING_LIST Enabled  Enables access to the Reading List Bulk Update job.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…).
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages.
    VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled  Enables viewing operator details in fulfillment pages.
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages.
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages.

    Privileges for COURSE_RESERVES_OPERATOR

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    COURSE_RESERVES Enabled  Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information.
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_EXPORTS Enabled  Controls the "manage exports".
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    RL_CREATE_LIST_PRIVILEGE Enabled  Enables creation of list.
    RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled  Enables addition of public note citation.
    RL_DELETE_LIST_PRIVILEGE Enabled  Enables deletion of list.
    RL_DELETE_NOTE_PRIVILEGE Enabled  Enables deletion of note from citation.
    RL_SET_COLLABORATORS_PRIVILEGE Enabled  Enables setting of collaborator privilege in list.
    RL_UPDATE_LIST_PRIVILEGE Enabled  Enables updating and deletion of list.
    SUBMIT_PURCHASE_REQUEST Disabled  Controls the appearance of a "purchase request" link in citation actions in reading list.
    SUBMIT_RESOURCE_SHARING_REQUEST Disabled  Controls the appearance of a "resource sharing request" link in citation actions in reading list.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for COURSE_RESERVES_VIEWER

    Privilege Default State Privilege Description
    COURSE_RESERVES_VIEWER Enabled  Read* Only access to reading lists & citations.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information.
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search).
    UPDATE_UXP_PREFERENCE Enabled  Controls the UX rollout preference.

    Privileges for DEPOSIT_MANAGER

    Privilege Default State Privilege Description
    DEPOSIT_ASSIGN_TO_OTHERS Enabled  Enables showing 'Assign to Others' tab in Deposit list (accessible via Resources > Approve Deposits). This way, user can see deposits that are assigned to other users.
    DEPOSIT_ASSIGNMENT Enabled 
    • Enables assigning deposit from Deposit list (accessible via Resources > Approve Deposits)
    • Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits)
    MANAGE_DEPOSIT_PROFILE Enabled  Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_DEPOSIT Enabled 
    • Enables accessing to Resource > Deposits options:
      * 'Approve Deposits' UI
      * 'Staff* Mediated Deposit'
    • Enables showing Deposit in Search option in Staff search
    • Enables Showing the following options in 'Tasks' widget:
      * Approve Deposits * Assigned to Me
      * Approve Deposits * Unassigned
      * Approve Deposits * Assigned to Other
    VIEW_DEPOSIT_PROFILE Enabled  Enables accessing and viewing a deposit* Profile in 'Manage Deposit Profile' UI
    VIEW_DEPOSIT_PROFILES Enabled 
    • Enables accessing and viewing of 'Manage Deposit Profile' UI
    • Enables accessing and viewing of Configuration > Resources > Deposit options:
      * Deposit Return reason
      * Deposit Return reason, Deposit Decline reason
      * Patron Deposit Template
      * Terms and Conditions
      * Patron Deposit Labels
    VIEW_OPERATOR_DETAILS Disabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Enabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for DEPOSIT_OPERATOR

    Privilege Default State Privilege Description
    DEPOSIT_ASSIGNMENT Enabled 
    • Enables assigning deposit from Deposit list (accessible via Resources > Approve Deposits)
    • Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits)
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_DEPOSIT Enabled 
    • Enables Editing Deposits in Deposit list (accessible via Resources > Approve Deposits)
    • Enables doing actions on deposits via Rest API:
      * GET deposits info (/{user_id:.+}/deposits)
       * GET deposit info      (/{user_id:.+}/deposits/{deposit_id})
            Creates new deposits (POST /{user_id:.+}/deposits)
       * Updates deposits (POST /{user_id:.+}/deposits/{deposit_id})                                  
         
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Enabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_DEPOSIT Enabled 
    • Enables accessing to Resource > Deposits options:
      *  'Approve Deposits' UI
      *  'Staff* Mediated Deposit'
    • Enables showing Deposit in Search option in Staff search
    • Enables Showing the following options in 'Tasks' widget:
      * Approve Deposits * Assigned to Me
      * Approve Deposits * Unassigned
      * Approve Deposits * Assigned to Others
    VIEW_DEPOSIT_PROFILE Enabled  Enables accessing and viewing a deposit* Profile in 'Manage Deposit Profile' UI
    VIEW_DEPOSIT_PROFILES Enabled 
    • Enables accessing and viewing of 'Manage Deposit Profile' UI
    • Enables accessing and viewing of Configuration > Resources > Deposit options:
      * Deposit Return reason
      * Deposit Return reason, Deposit Decline reason
      * Patron Deposit Template
      * Terms and Conditions
      * Patron Deposit Labels
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for DEPOSIT_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    DECLINE_DEPOSIT Enabled  Enables user to decline a deposit:
    • Decline option will be available in  'Approve Deposits' UI > 'Process Selected' combo box
    • Decline button will be available in  'Approve Deposit' UI
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for DESIGN_ANALYTICS

    Privilege Default State Privilege Description
    ALMA_ANALYTICS_DESIGN Enabled 
    • Design Analytics * Opens a new tab to the Analytics environment. This Enables user to run and create reports, prompts and dashboards in the Analytics environment (OBI) on Alma Subject Areas and data.
    • Design Analytics (Primo): for Institution with has Primo * Opens a new tab to the Analytics environment. This Enables user to run and create reports, prompts and dashboards in the Analytics environment (OBI) on Primo Subject Areas and data.
    • Subscribe to Analytics * Opens the Analytics Configuration and Subscription page. This Enables users to enable or disable Analytics Subscriptions of Scheduled Reports. Scheduled Reports are created by Analytics Administrators in the Analytics Object List option.
    • Usage Dashboard * Enables access and opens the out of the box 'Usage Dashboard' in Analytics in a new tab. The dashboard many reports in in multiple tabs tracking usage of Journals, Publishers and more from Alma.
    ANALYTICS_DESIGNER_ANALYTICS Enabled  N/A
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for DIGITAL_INVENTORY_OPERATOR

    Privilege Default State Privilege Description
    ADD_REPRESENTATION Enabled  Enables doing actions on representations via Rest API:
    • Get representations info (GET /{mms_id}/representations)
    • Get Representation info (GET /{mms_id}/representations/{rep_id})
    • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
    • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
    • Update representation (PUT /{mms_id}/representations/{rep_id})
    • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
    • Create representation (POST /{mms_id}/representations)
    • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
    ASSIGN_TO_COLLECTION Enabled  Enables assigning titles to Collections, according to collection's library scope:
    • When adding digital representation
    • When setting deposit profile * It will verify that related collection can be assignable for this user
    • From Collection resource editor UI > Title list tab: all actions related
    • When restoring a deleted digital title and assigning it back to a collection
    • Enables running the “Update Logical Collections from Set” job.
    AUTO_MD_IMPORT_PROFILES_DIGITAL_RECOMMENDATIONS Enabled  N/A
    COLLECTION_INVENTORY_MANAGE Enabled 
    • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
    • Enables viewing collection recent entities
    • Enables accessing in Edit mode from Collection links in Collection drawer in staff search results
    • Enables setting default collections in digital import profile
    • Enables creating/editing collection import profile
    • Enables editing Collection in 'Collection Resource Editor' UI, and creating sub* Collections
    • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
    • Enables moving/reordering top level collections
    • Enables doing actions via Collection Rest API:
    * Get collections (GET collections)
    * Get collection by pid (GET collections/{pid})
    * Create collection (POST collections)
    * Update collection by pid (PUT collections/{pid})
    * Remove title from collection (DELETE       collections/{pid}/bibs/{mms_id})
    * Remove empty collection (DELETE collections/{pid})
    * Add title to collection (POST collections/{pid}/bibs)
    * Get titles that assign to given collection (GET collections/{pid}/bibs)
    D_INVENTORY_CREATION Enabled  Enables accessing 'Add Digital Representation' UI (accessible via Resources > Create Inventory)
    • In 'Generate Representation from Existing Bib': when accessing parameters, shows only libraries under the user scope
    • In 'Add Digital Representation' UI * Shows only libraries under the user scope
    • In Digital Import Profile:
        * Shows digital option in radio button in step1     only if  has privilege
        * Shows only libraries under the user scop
         * Enables editing digital import profile
    • In Representation resource Editor * Shows only libraries under the user scope
    • Shows 'Add Digital Representation' action from Staff Search > Action of title, for all titles/physical/electronic/digital titles search
    • Enables 'Add Representation' from Digital Resource Editor UI
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_MANAGE Enabled 
    • Enables show/managing recommendation actions.
    • Enables accessing and managing Digital resource Editor from Staff Search > Digital drawer
    • Enables viewing digital recent entities (rep and file)
    • Enables editing digital deposit representation, notes and its title
    • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
    • Enables editing in digital resource editor (representation and file level), or creating a new rep/file
    • Enables  accessing and editing digital resource editor from staff search
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    DIGITAL_SUBSCRIPTION_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Digital Subscription"
    DIGITAL_UPLOADER Enabled  Enables accessing 'Digital Uploader' UI (accessible via Resources > Advance Tools)
    D_INVENTORY_CREATION Enabled  Enables accessing 'Add Digital Representation' UI (accessible via Resources > Create Inventory)
    • In 'Generate Representation from Existing Bib': when accessing parameters, shows only libraries under the user scope
    • In 'Add Digital Representation' UI * Shows only libraries under the user scope
    • In Digital Import Profile:
         * Shows digital option in radio button in step1 only if has privilege
         * Shows only libraries under the user scop
        - Enables editing digital import profile
    • In Representation resource Editor * Shows only libraries under the user scope
    • Shows 'Add Digital Representation' action from Staff search > action of title, for all titles/physical/electronic/digital titles search
    • Enables 'Add Representation' from Digital Resource Editor UI
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MEDIA_CONVERSION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Media conversion​"
    NEW_ALMA_VIEWER_RECOMMENDATIONS Enabled  Controls creation of new classic recommendation for non Digital subscribers.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    SETS_EDIT Enabled  Controls access to edit sets action
    TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled  Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI
    This job publishes digital records to Google Scholar
    TASK_CHAIN_FULLTEXT_JOBS Enabled  Enables executing job: Extract fulltext
    This job extracts full text from images
    TASK_CHAIN_EXPORT_HANDLES Enabled  Enables executing job: Export Handles
    This job handles adding, Replacing or Creating new handles with URLs
    TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Enabled  Enables executing job: Generate Representation from Existing Bib
    This job generates representations from bibliographic records
    TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled  Enables executing job: Global Representation Changes
    This job executes global representation changes for bib set
    TASK_CHAIN_GLOBAL_THUMBNAIL_GENERATION_THUMBNAIL Enabled  Enables executing job: Thumbnail generation
    This job generates thumbnail for each digital file in the set
    TASK_CHAIN_IED_EXPORT Enabled  Enables executing job: Export Digital Titles
    This job export Digital Records 
    TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled  Allow executing job: Remote Representation Migration. 
    This job migrates representations from a remote repository to Alma.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_MANAGE_COLLECTION Enabled 
    • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
    • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for DIGITAL_INVENTORY_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_DELETE Enabled  Enables deletion of digital inventory:
    •  In Digital Resource  Editor UI > Representation list: Show 'Delete Selected' button
    • In Digital Resource  Editor UI > Representation list: Show 'Delete' row action, to delete representation
    •  In Digital Resource  Editor UI > Representation 'File list' tab: Show 'Delete Selected' button
    • In Digital Resource  Editor UI > Representation 'File list' tab: Show 'Delete' row action, to delete file
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    DIGITAL_SUBSCRIPTION_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Digital Subscription"
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    NEW_ALMA_VIEWER_RECOMMENDATIONS Enabled  Controls creation of new classic recommendation for non D subscribers.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled  Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI.
    This job publishes digital records to Google Scholar.
    TASK_CHAIN_DOWNLOAD_FILES_EXPORT Enabled  N/A
    TASK_CHAIN_EXPORT_HANDLES Enabled  Enables executing job: Export Handles
    This job handles adding, Replacing or Creating new handles with URLs
    TASK_CHAIN_FULLTEXT_JOBS Enabled  Enables executing job: Extract fulltext
    This job extracts fulltext from images
    TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Enabled  Enables executing job: Generate Representation from Existing Bib
    This job generates representations from bibliographic records
    TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled  Enables executing job: Global Representation Changes
    This job executes global representation changes for bib set
    TASK_CHAIN_IED_THUMBNAIL Enabled  Enables running the thumbnail generation job (Generate thumbnail for each digital file in the set)
    TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled  Enables executing job: Remote Representation Migration, 
    This job migrates representations from a remote repository to Alma
    TASK_CHAIN_REP_MIGRATION Enabled  Enables executing job: Media Conversion
    This job converts audio/video files to streaming (HLS) or MPEG* 4 format
    TASK_CHAIN_REPRESENTATION_ITEM_WITHDRAW Enabled  Enables executing job: Withdraw digital representations
    This job Withdraw digital representations task.
    TASK_CHAIN_THUMBNAIL_GENERATION_THUMBNAIL Enabled  Enables executing job: Thumbnail generation
    This job generates thumbnail for each digital file in the set
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_MANAGE_COLLECTION Enabled 
    • Enables accessing and viewing 'Manage Collections' option in menu (via Resources > Manage Inventory)
    • Enables accessing and viewing 'Top Level Collection' UI, and all Collection Resource Editor UI screens
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for DISCOVERY_ADMIN

    Privilege Default State Privilege Description
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    TASK_CHAIN_PRIMO_VE_RECORDS_GOOGLE_PUBLISHING Disabled  N/A
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    RUN_ESPLORO_INDEX_JOB Enabled  Enables running the Esploro index job.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    DISCOVERY_ADMIN Enabled  Enables the configuration of discovery functionality (such as search profiles and discovery views) for Primo on Alma platforms
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information

    Privileges for DISCOVERY_OPERATOR_LIMITED

    Privilege Default State Privilege Description
    DISCOVERY_OPERATOR_LIMITED Enabled  N/A

    Privileges for ELECTRONIC_INVENTORY_OPERATOR

    Privilege Default State Privilege Description
    CKB_IE_VIEW Enabled  N/A
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    ELECTRONIC_INVENTORY_MANAGE Enabled 
    • Overlap analysis
    • Defines Available for groups
    • Triggers all data services and repository jobs
    • Observes E recent entities
    • Activation of Community zone E entities
    • Contribution of portfolios to Community zone
    • Links local E Collection or portfolio to CZ
    • Manages E collection, service and portfolio
    • Manages CDI collection
    • Community Zone "Send to Ex Libris"  * Report on issue from CZ search results, Activate PO Line from po line list
    • API creation, deletion and update for E resources role
    • Recommendation
    • Top level collection menu
    ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    E_INVENTORY_CREATION Enabled  Enables electronic inventory creation
    E_RESOURCE_ACTIVATION Enabled  Activate electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    E_TASK_ASSIGNMENT Enabled  Enables the user to release assignment in Resources -> Manage Electronic Resources Activation
    E_TASK_ASSIGNMENT_TRANSFER Enabled  Enables the user to assign the task to another user in Resources -> Manage Electronic Resources Activation
    E_TASK_EDIT Enabled  Enables the user to edit the activation task (without this privilege the user will not be able to receive assignments) in Resources -> Manage Electronic Resources Activation
    E_TASK_VIEW Enabled  Enables the user to view tasks in the activation task list in Resources -> Manage Electronic Resources Activation
    HANDLE_CZ_UPDATE_ISSUES Enabled  In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
    LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
    LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking local collections​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ​"
    MY_ELECTRONIC_RESOURCES_BY_PROVIDER_RECOMMENDATIONS​ Enabled  Enables access to the My Electronic Resources by Provider page and ability to activate any resources to which you access but have not activated. For Electronic Inventory Operator Extended role, Enables also delete operations on this page.
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PROCESS_ADD Enabled  Controls the ability to add jobs
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PRIORITIZE_REQUESTS_PRIVILEGE Disabled  Enable manually prioritizing new or existing requests from patrons/library.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    RELINK_PORTFOLIO_TO_ANOTHER_BIBLIOGRAPHIC_RECORD Enabled  Enables the user to change bib record to which the portfolio is linked
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    SETS_EDIT Enabled  Controls access to edit sets action
    TASK_CHAIN_EXPORT_ELECTRONIC_PORTFOLIOS_EXPORT Enabled  Runs "Export Electronic Portfolios" job
    TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled  Runs "Change electronic portfolio information" job
    UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Unavailable portfolios"
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_ACCESS_RIGHTS Enabled  Enables access to Access Right policies
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_LINE_FROM_INVENTORY Enabled  Enables viewing the PO line from inventory.
    VIEW_USER_CARD Enabled  Viewing full user card details, including name, email, address, phone number

    Privileges for ELECTRONIC_INVENTORY_OPERATOR_LIMITED

    Privilege Default State Privilege Description
    CKB_IE_VIEW Enabled  N/A
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    ELECTRONIC_INVENTORY_MANAGE Enabled 
    • Overlap analysis
    • Defines Available for groups
    • Triggers all data services and repository jobs
    • Observes E recent entities
    • Activation of Community zone E entities
    • Contribution of portfolios to Community zone
    • Link local E Collection or portfolio to CZ
    • Manages E collection, service and portfolio
    • Manages CDI collection
    • Community Zone "Send to Ex Libris"  * Report on issue from CZ search results, Activate PO Line from po line list
    • API creation, deletion and update for E resources role
    • Recommendation
    • Top level collection menu
    ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    E_INVENTORY_CREATION Enabled  Enables electronic inventory creation
    E_RESOURCE_ACTIVATION Enabled  Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    E_TASK_ASSIGNMENT Enabled  Enables the user to release assignment in Resources -> Manage Electronic Resources Activation
    E_TASK_ASSIGNMENT_TRANSFER Enabled  Enables the user to assign the task to another user in Resources -> Manage Electronic Resources Activation
    E_TASK_EDIT Enabled  Enables the user to edit the activation task (without this privilege the user will not be able to receive assignments) in Resources -> Manage Electronic Resources Activation
    E_TASK_VIEW Enabled  Enables the user to view tasks in the activation task list in Resources -> Manage Electronic Resources Activation
    HANDLE_CZ_UPDATE_ISSUES Enabled  In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
    LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
    LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking local collections​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ​"
    MY_ELECTRONIC_RESOURCES_BY_PROVIDER_RECOMMENDATIONS​ Enabled  Enables access to the My Electronic Resources by Provider page and ability to activate any resources to which you access but have not activated. For Electronic Inventory Operator Extended role, Enables also delete operations on this page.
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PRIORITIZE_REQUESTS_PRIVILEGE Disabled  Enable manually prioritizing new or existing requests from patrons/library.
    PROCESS_ADD Enabled  Controls the ability to add jobs
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    RELINK_PORTFOLIO_TO_ANOTHER_BIBLIOGRAPHIC_RECORD Disabled  Enables the user to change bib record to which the portfolio is linked
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    SETS_EDIT Enabled  Controls access to edit sets action
    TASK_CHAIN_EXPORT_ELECTRONIC_PORTFOLIOS_EXPORT Enabled  Runs "Export Electronic Portfolios" job
    TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled  Runs "Change electronic portfolio information" job
    UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Unavailable portfolios"
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_ACCESS_RIGHTS Enabled  Enables access to Access Right policies
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_LINE_FROM_INVENTORY Enabled  Enables viewing the PO line from inventory.

    Privileges for ELECTRONIC_INVENTORY_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_DELETE Enabled  Enables deletion of electronic inventory
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MY_ELECTRONIC_RESOURCES_BY_PROVIDER_RECOMMENDATIONS​ Enabled  Enables access to the My Electronic Resources by Provider page and ability to activate any resources to which you access but have not activated. For Electronic Inventory Operator Extended role, Enables also delete operations on this page.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    TASK_CHAIN_PORTFOLIO_ITEM_WITHDRAW Enabled  Runs "Delete portfolios" job
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_USER_CARD Enabled  Views full user card details, including name, email, address, phone number

    Privileges for FISCAL_PERIOD_MANAGER

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MANAGE_FISCAL_PERIOD Enabled  Enables running rollover and reviewing the Rollover links under advanced tools in the acq. menu
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Enabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for FULFILLMENT_ADMINISTRATOR

    Privilege Default State Privilege Description
    CONTRIBUTOR Enabled 
    • MD Editor * Contributes templates / rules
    • Esploro operations
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    EDIT_ACCESS_RIGHTS Enabled  Enables editing the Access Rights policies (without this there's a view only access)
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    FINES_FEES_REPORT Enabled  Enables running the fines and fees report
    FUL_CONFIG_UTILITY Enabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    FULFILL_ADMINISTRATION Enabled  Controls the appearance of the fulfillment menu in configuration area
    FULFILLMENT_ADMINISTRATOR_ANALYTICS Enabled  N/A
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "High request load​"
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PROCESS_MANAGE Enabled  Access to Manage Jobs and Sets menu options, Observe Primo dashboard
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    RL_CREATE_LIST_PRIVILEGE Enabled  Enables creation of list
    RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled  Enables addition of public note citation
    RL_DELETE_LIST_PRIVILEGE Enabled  Enables deletion of list
    RL_DELETE_NOTE_PRIVILEGE Enabled  Enables deletion of note from citation
    RL_SET_COLLABORATORS_PRIVILEGE Enabled  Enables setting of collaborator privilege in list
    RL_UPDATE_LIST_PRIVILEGE Enabled  Enables updating and deletion of list
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_IEP_REQUEST Enabled  N/A
    TASK_CHAIN_ITEM_LOAN Enabled  Deprecated. 
    TASK_CHAIN_ITEM_REQUEST Enabled  N/A
    TRANSFER_REQUESTS Enabled  Access to Transfer Requests in fulfillment advanced tools menu
    UPDATE_ORGANIZATION_UNIT Enabled  Control the ability edit library information
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled  Controls the appearance of the demerits tab in user.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for FULFILLMENT_SERVICES_MANAGER

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    APPROVE_DIGITIZE Enabled  Controls access to the digitization requests' approval task list
    ASSIGN_TO_OTHERS Enabled  Controls the appearance of the "assigned to others" tab in reading list task list. Doesn't affect the ability to reassign.
    CONVERT_HOLD_TO_BORROWING Enabled  Enables converting hold requests to RS requests (under certain conditions as documented in OLH) if role is in institution scope.
    COURSE_RESERVES Enabled  Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FULFILLMENT_SERVICES_MANAGER_ANALYTICS Enabled  N/A
    FUL_CONFIG_UTILITY Enabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    OVERRIDE_PAGING_POLICY Enabled  Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    QUICK_DOCUMENT_DELIVERY Enabled  Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    REACTIVATE_RESOURCE_SHARING_REQUEST Enabled  Controls the reactivate RS request option
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REQUEST Enabled  Enables user to see the link "Add to reading list" from the all titles search and controls resource sharing menu (if the role is at the resource sharing library scope) . 
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RL_CREATE_LIST_PRIVILEGE Enabled  Enables creation of list
    RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled  Enables addition of public note citation
    RL_DELETE_LIST_PRIVILEGE Enabled  Enables deletion of list
    RL_DELETE_NOTE_PRIVILEGE Enabled  Enables deletion of note from citation
    RL_SET_COLLABORATORS_PRIVILEGE Enabled  Enables setting of collaborator privilege in list
    RL_UPDATE_LIST_PRIVILEGE Enabled  Enables updating and deletion of list
    RUN_ITEMS_REQUIRING_ACTION Enabled  Controls appearance of "items requiring action" link, but seems to control appearance of "Advanced tools" in fulfillment menu (which includes: fulfillment configuration utility, items requiring action, process and enrich citations, citations alternate suggestions)
    SELECT_FUND Enabled  Enables selecting a fund for borrowing requests, but with no ability to see the Fund and Ledgers link in acquisition menu.
    SHELF_REPORT_OPERATOR Enabled  Enable "Shelf report" menu (for triggering a job)
    STAFF_DIGITIZATION_REQUESTER Enabled  'Staff digitization request' will only be available for users with 'STAFF_DIGITIZATION_REQUESTER' privilege.
    SUBMIT_PURCHASE_REQUEST_RS Disabled  Controls the display of the “Purchase Request” action button to requests in the Borrowing Requests list.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_IEP_REQUEST Enabled  N/A
    TASK_CHAIN_ITEM_REQUEST Enabled  N/A
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage Users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled  Controls the appearance of the demerits tab in user.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for FULFILLMENT_SERVICES_OPERATOR

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    CONVERT_HOLD_TO_BORROWING Disabled  Enables converting hold requests to RS requests (under certain conditions as documented in OLH) if role is in institution scope.
    COURSE_RESERVES Enabled  Controls the display of Course Reserves area (courses, reading lists, citations) in fulfillment menu & in tasks.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FUL_CONFIG_UTILITY Disabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    FULFILLMENT_SERVICES_OPERATOR_ANALYTICS Enabled  N/A
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "High request load​"
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    OVERRIDE_PAGING_POLICY Disabled  Controls the appearance of the "Override on shelf request policy" button when placing a request in Alma
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    PRIORITIZE_REQUESTS_PRIVILLEGE Disabled  Determines the sequence of requests that receive an item, without having to manually re* Do the work every time the item becomes available.
    QUICK_DOCUMENT_DELIVERY Enabled  Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    REACTIVATE_RESOURCE_SHARING_REQUEST Disabled  Controls the reactivate RS request option
    REQUEST Enabled  Enables user to see the link "Add to reading list" from the all titles search and controls resource sharing menu (if the role is at the resource sharing library scope) . 
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RL_CREATE_LIST_PRIVILEGE Enabled  Enables creation of list
    RL_CREATE_PUBLIC_NOTE_PRIVILEGE Enabled  Enables addition of public note citation
    RL_DELETE_LIST_PRIVILEGE Enabled  Enables deletion of list
    RL_DELETE_NOTE_PRIVILEGE Enabled  Enables deletion of note from citation
    RL_SET_COLLABORATORS_PRIVILEGE Enabled  Enables setting of collaborator privilege in list
    RL_UPDATE_LIST_PRIVILEGE Enabled  Enables updating and deletion of list
    RUN_ITEMS_REQUIRING_ACTION Enabled  Controls appearance of "items requiring action" link, but seems to control appearance of "Advanced tools" in fulfillment menu (which includes: fulfillment configuration utility, items requiring action, process and enrich citations, citations alternate suggestions)
    SELECT_FUND Enabled  Enables selecting a fund for borrowing requests, but with no ability to see the Fund and Ledgers link in acquisition menu.
    STAFF_DIGITIZATION_REQUESTER Enabled  'Staff digitization request' will only be available for users with 'STAFF_DIGITIZATION_REQUESTER' privilege.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled  Controls the appearance of the demerits tab in user.
    VIEW_E_RESOURCE_FOR_COURSE Enabled  Enables the "Test access" option from the portfolio list page
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for FUND_LEDGER_VIEWER

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_FUNDS Enabled  Views funds (not of type ledger).
    VIEW_LEDGER Enabled  Views ledger (not necessarily the fund)
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for FUND_MANAGER

    Privilege Default State Privilege Description
    ADD_ALLOCATION_TRANSACTION Enabled  Visibility of "allocate Fund" link in the transaction tab of a fund. 
    CLOSE_FUND Enabled  Deactivates funds. Create/Update Fund privileges include this as well, so we may be able to remove this privilege but this is not certain (need to remove and see what happens).
    CREATE_FUND Enabled  Create Fund
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    FUND_MANAGER_ANALYTICS Enabled  N/A
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_FUND Enabled  Allowing to edit the fund (see edit button)
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_ANONYMOUS_REQUEST Enabled  When working on a resource sharing request which involves money, there is an option to associate funds with the request. In the 'fund and ledgers' -> transaction tab (related records column) – the request ID is linkable and will navigate the user to the RS request details. This will work only if the user has the VIEW_ANONYMOUS_REQUEST privilege
    VIEW_FUNDS Enabled  Views funds (not of type ledger).
    VIEW_LEDGER Enabled  Views ledger (not necessarily the fund)
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
    VIEW_PO_LINE_FROM_FUND_LEDGER Enabled  Enables viewing the PO line from fund ledger. 

    Privileges for GENERAL_SYSTEM_ADMINISTRATION

    Privilege Default State Privilege Description
    ACQ_ADMINISTRATION Enabled  Gives access to Configuration Menu of Acquisition. It has the option of edit or read only (can be marked as read only on the role level).
    ACTIVATE_PRODUCER Enabled  Rosetta Related
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled  Enables adding a block/note/attachement in a specific library's scope
    ADD_GENERIC_CONTENT_STRUCTURE Enabled  Rosetta Related
    ADD_GENERIC_MATERIAL_FLOW Enabled  Rosetta Related
    ADD_GENERIC_MDFORM Enabled  Rosetta Related
    ADD_GENERIC_PROFILE Enabled  Rosetta Related
    ADD_GENERIC_SUBMISSION_FORMAT Enabled  Rosetta Related
    ADD_PRODUCER Enabled  Rosetta Related
    ADMINISTRATION Enabled  Controls several capabilities of the General System Administrator
    ADMINISTRATION_ADVANCED_CONFIG Enabled 
    • Enables management of normalization processes
    • Enables access to general configuration menu
    • Enables access to user management configuration menu
    ADMINISTRATION_INITIAL_CONFIG Enabled  Basic privilege for many configuration menus
    ADMINISTRATION_MONITORING Enabled  Basic privilege for the reports and monitoring pages
    ALMA_ANALYTICS_ADMINISTRATOR Enabled 
    • Subscribe to Analytics * Opens the Analytics Configuration and Subscription page. This Enables users to enable or disable Analytics Subscriptions of Scheduled Reports. Scheduled Reports are created by Analytics Administrators in the Analytics Object List option.
    •  Analytics Objects List * Opens the Analytics Configuration and Subscription page of all Analytics objects. This Enables the creation and management of Analytics Objects, both Alma and Primo, which include Dashboard, Report, Scheduled Dashboard, Scheduled Report and Widget. The objects created can then be used by users, such as widgets on a home page, or subscribing to a scheduled report.
    • Analytics User Statistics * Opens the Analytics User Statistics page. This Enables for the management of the Analytics Statistics values in the system Code Table.  A Description or Translation can be set in this page to each of the Statistic values. The table code is " AnalyticsUserStatistics".
    • Analytics Citation Attribute Types * Opens the Analytics Citation Attribute Types. This Enables for management of the Citation Attribute Type values in the system Code Table. A Description or Translation can be set in this page to each of the Attribute Type values. The Table Code is "AnalyticsCitationAttributeTypes".
    ASSIGN_AGENT_TO_PRODUCER Enabled  N/A
    AUTO_HOLDINGS_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Automatic Holdings Upload from vendors"
    CATALOG_ADMIN Enabled  General Configuration access,  MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing. Merge and Combine menu link.
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CODE_TABLE_DELETE_ROW Enabled  Controls ability to delete rows in code tables
    CONFIGURE_JOBS_EMAILS_NOTIFICATIONS Enabled  Enables the configuration of Email Notifications for all jobs via Monitor Jobs
    CONTRIBUTOR Enabled  MD Editor * Contribute templates / rules
    Esploro operations
    CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled  Enables creating and removing user blocks
    DATA_MNG_CONFIGURE Enabled  Enables execution of metadata import profile
    DEACTIVATE_PRODUCER Enabled  Rosetta Related
    DELETE_GENERIC_CONTENT_STRUCTURE Enabled  Rosetta Related
    DELETE_GENERIC_MATERIAL_FLOW Enabled  Rosetta Related
    DELETE_GENERIC_MDFORM Enabled  Rosetta Related
    DELETE_GENERIC_PROFILE Enabled  Rosetta Related
    DELETE_GENERIC_SUBMISSION_FORMAT Enabled  Rosetta Related
    DELETE_PERSONALIZED_MATERIAL_FLOW Enabled  Rosetta Related
    DELETE_PRODUCER Enabled  Rosetta Related
    DESCRIPTION_TEMPLATE_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Description Templates"
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    DIGITAL_STORAGE_CONFIGURATION Enabled  Controls access to Digital Storage
    DUPLICATE_PERSONALIZED_MATERIAL_FLOW Enabled  Rosetta Related
    EDIT_ACCESS_RIGHTS Enabled  Enables editing the Access Rights policies (without this there's a view only access)
    EDIT_GENERIC_CONTENT_STRUCTURE Enabled  Rosetta Related
    EDIT_GENERIC_MATERIAL_FLOW Enabled  Rosetta Related
    EDIT_GENERIC_MDFORM Enabled  Rosetta Related
    EDIT_GENERIC_PROFILE Enabled  Rosetta Related
    EDIT_GENERIC_SUBMISSION_FORMAT Enabled  Grants access to the configuration menus in the different areas (not sure if all links are present in all menus)
    EDIT_PRODUCER Enabled  Rosetta Related
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    EMAIL_PRODUCER Enabled  Rosetta Related
    FINES_FEES_REPORT Enabled  Enables running the fines and fees report
    FUL_CONFIG_UTILITY Enabled  Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    FULFILL_ADMINISTRATION Enabled  Control the appearance of the fulfillment menu in configuration area
    GENERAL_SYSTEM_ADMINISTRATOR_ANALYTICS Enabled  N/A
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "High request load​"
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MEDITOR_METADATA_EDIT Enabled  N/A
    MEDITOR_OBJECT_SERVICES Enabled  N/A
    OBJECT_SEARCH Enabled  Open various MD Editor functions from Alma menu
    ORDER_VALIDATION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "New order API validation​"
    PAY_FINES_FEES_PRIVILEGE Enabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PROCESS_EXECUTION_ABORT Enabled  Controls the ability to abort jobs
    PROCESS_EXECUTION_EXCEPTION_VIEW Enabled  N/A
    PROCESS_EXECUTION_RERUN Enabled  Controls the ability to re* Run jobs
    PROCESS_EXECUTION_VIEW Enabled  Controls the ability to view jobs
    PROCESS_MANAGE Enabled  Access to Manage Jobs and Sets menu options, Observe Primo dashboard
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PRODUCER_CONFIGURE Enabled  Rosetta Related
    PRODUCER_RUN_REPORTS Enabled  Rosetta Related
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    REPOSIT_ADMIN Enabled 
    • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_ORGANIZATION_UNIT Enabled  Control the ability edit library information
    USE_BENCHMARK_ANALYTICS_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Benchmark analytics"
    USER_ADMIN Enabled  Grants access to user configuration 
    USER_IDENTIFIER_UPDATE Enabled  Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
    USER_MANAGER_ACTIVATE Enabled  Controls the "activate" option for a user
    USER_MANAGER_ADD_ROLE Enabled  Controls ability to add roles to users
    USER_MANAGER_ADD_USER Enabled  Controls ability to create new user in Manage Users
    USER_MANAGER_DEACTIVATE Enabled  Controls the "deactivate" option for a user
    USER_MANAGER_DELETE_ROLE Enabled  Controls ability to delete roles from users
    USER_MANAGER_DELETE_USER Enabled  Controls ability to delete user in Manage Users
    USER_MANAGER_UPDATE Enabled  Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege. 
    USER_MANAGER_VIEW Enabled  Enables access to user record in view only mode
    VIEW_FINES_FEES Enabled  Enables viewing a patron's fine/fees. Controls the presentation of:
    • Visibility of the Fines/Fees tab in the User Details screen.
    • Searching by Fines/Fees in the Advanced Users search.
    • Presentation of the patron's active balance in the Manage Patron Services screen.
    VIEW_GENERIC_CONTENT_STRUCTURE Enabled  Rosetta Related
    VIEW_GENERIC_MATERIAL_FLOW Enabled  Rosetta Related
    VIEW_GENERIC_MDFORM Enabled  Rosetta Related
    VIEW_GENERIC_SUBMISSION_FORMAT Enabled  Enables view of S/FTP definitions
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PRODUCER Enabled  Rosetta Related
    VIEW_PROFILE Enabled  Rosetta Related
    WAIVE_FINES_FEES_PRIVILEGE Enabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for INVOICE_MANAGER

    Privilege Default State Privilege Description
    CREATE_EDIT_INVOICE Enabled  Creates Edit Invoice
    DELETE_INVOICE_LINE Disabled Deletes Invoice Line
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    INVOICE_APPROVAL Enabled  Approving the invoice and also seeing this option in the Acq menu.
    INVOICE_ASSIGN_TO_OTHERS Enabled  Assign to Others tab will be displayed in invoices pending review
    INVOICE_ASSIGNMENT Enabled  Enables performing "Release Assignment" to invoice which is assigned to me
    INVOICE_MANAGER_ANALYTICS Enabled  N/A
    INVOICE_PAYMENT Enabled  Seeing "waiting for payment" task list in the Acq. Menu and pay the invoice
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    SET_INVOICE_BACK_TO_REVIEW Enabled  Enables setting an invoice back to Review status.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_ALL_VENDORS_DATA Enabled  See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_INVOICE Enabled  Whether to see the menu: Acquisition, and whether to see receiving and invoicing section in the Acquisition menu.
    Also, see the "Review" link in that menu.
    VIEW_INVOICES Enabled  Enables visibility of:
    • "View" action, in list of invoice lines and in the list of invoices themselves.
    • Invoice assertion tab in invoice
    • View on attachments, notes and all of the tabs in an invoice.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for INVOICE_OPERATOR

    Privilege Default State Privilege Description
    CREATE_EDIT_INVOICE Enabled  Create Edit Invoice
    DELETE_INVOICE_LINE Disabled  Deletes Invoice Line
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    INVOICE_ASSIGNMENT Disabled  Enables performing "Release Assignment" to invoice which is assigned to me
    INVOICE_OPERATOR_ANALYTICS Enabled  N/A
    INVOICE_PAYMENT Enabled  Seeing "waiting for payment" task list in the Acq. Menu and pay the invoice
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    SET_INVOICE_BACK_TO_REVIEW Enabled  Enables setting an invoice back to Review status.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_ALL_VENDORS_DATA Enabled  See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_INVOICE Enabled  Whether to see the menu: Acquisition, and whether to see receiving and invoicing section in the Acquisition menu.
    Also, see the "Review" link in that menu.
    VIEW_INVOICES Enabled  Enables visibility of:
    • "View" action, in list of invoice lines and in the list of invoices themselves.
    • Invoice assertion tab in invoice
    • View on attachments, notes and all of the tabs in an invoice.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for INVOICE_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    CREATE_EDIT_INVOICE Enabled  Creates Edit Invoice
    DELETE_ENTIRE_INVOICE Enabled  Deletes Entire Invoice
    DELETE_INVOICE_LINE Enabled  Deletes Invoice Line
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    INVOICE_ASSIGNMENT Enabled  Enables performing "Release Assignment" to invoice which is assigned to me
    INVOICE_OPERATOR_ANALYTICS Enabled  N/A
    INVOICE_PAYMENT Enabled  Seeing "waiting for payment" task list in the Acq. Menu and pay the invoice
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_ALL_VENDORS_DATA Enabled  See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_INVOICE Enabled  Whether to see the menu: Acquisition, and whether to see receiving and invoicing section in the Acquisition menu.
    Also, see the "Review" link in that menu.
    VIEW_INVOICES Enabled  Enables visibility of:
    • "View" action, in list of invoice lines and in the list of invoices themselves.
    • Invoice assertion tab in invoice
    • View on attachments, notes and all of the tabs in an invoice.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE   Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for KNOWN_ISSUES_OPERATOR

    Privilege Default State Privilege Description
    KNOWN_ISSUES_EDIT Enabled  Enables editing of known issues
    KNOWN_ISSUES_VIEW Enabled  Enables viewing of known issues
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for LEDGER_MANAGER

    Privilege Default State Privilege Description
    ADD_ALLOCATION_TRANSACTION Enabled  Visibility of "allocate Fund" link in the transaction tab of a fund. 
    CLOSE_FUND Enabled  Deactivates funds. Create/Update Fund privileges include this as well, so we may be able to remove this privilege but this is not certain (need to remove and see what happens).
    CLOSE_LEDGER Enabled  Enables deactivating Fund
    CREATE_FUND Enabled  Creates Fund
    CREATE_LEDGER Enabled  Creates Fund
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled  Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    LEDGER_MANAGER_ANALYTICS Enabled  N/A
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_FUND Enabled  Allowing to edit the fund (see edit button)
    UPDATE_LEDGER Enabled  Allowing to edit the ledger (see edit button)
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_FUNDS Enabled  View funds (not of type ledger).
    VIEW_LEDGER Enabled  Views ledger (not necessarily the fund)
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages
    VIEW_PO_LINE_FROM_FUND_LEDGER Enabled  Enables viewing the PO line from fund ledger. 

    Privileges for LETTER_ADMINISTRATOR

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LETTER_ADMINISTRATOR Enabled  Enables the letters configuration
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_OPERATOR_DETAILS Disabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.

    Privileges for LICENSE_MANAGER

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    CREATE_LICENSE Enabled Creates License
    DELETE_LICENSE Enabled Deletes License
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LICENSE_MANAGER_ANALYTICS Enabled N/A
    MANAGE_EXPORTS Enabled Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_LICENSE Enabled Allowing to edit the license (see edit button)
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes).
    VIEW_LICENSE Enabled

    Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).

    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for LICENSE_VIEWER

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LICENSE_DETAILS Disabled See license details (enter the license entity)
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for PATRON

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW   Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW  
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_EXPORTS   Controls the "manage exports"
    PATRON_ANALYTICS   N/A
    PHYSICAL_INVENTORY_VIEW   Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF   Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    VIEW_LOAN_DETAILS_PRIVILEGE   When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.

    Privileges for PHYSICAL_INVENTORY_OPERATOR

    Privilege Default State Privilege Description
    DELETE_BIB Enabled  When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_MANAGE Enabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    PHYSICAL_INVENTORY_MANAGE Enabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PICK_VIEW Enabled  N/A
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    P_INVENTORY_CREATION Enabled  Resources menu * New item creation (quick catalog)
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RELINK_BIB Enabled  Controls the ability to relink holdings and items. Enables relinking for any holding or item, even when not in the role's library scope. 
    SHELF_REPORT_OPERATOR Enabled  Enables "Shelf report" menu (for triggering a job)
    TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled  Runs different "Set Authority Records Cataloging Level" jobs
    TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled  Runs "Change Holding Information" job
    TASK_CHAIN_ITEM_EXPORT Enabled  Runs "Export Physical Items" job
    TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled  Runs "Change physical items" job
    TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled  Runs "Rebuild item description" job
    TASK_CHAIN_ITEM_ITEM_MOVE Enabled  Runs "Create physical item move requests" job
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_LINE_FROM_INVENTORY Enabled  Enables viewing the PO line from inventory.

    Privileges for PHYSICAL_INVENTORY_OPERATOR_LIMITED

    Privilege Default State Privilege Description
    DELETE_BIB Enabled  When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_MANAGE Enabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PICK_VIEW Enabled  N/A
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    P_INVENTORY_CREATION Enabled  Resources menu * New item creation (quick catalog)
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RELINK_BIB Disabled  Controls the ability to relink holdings and items. Enables relinking for any holding or item, even when not in the role's library scope. 
    SHELF_REPORT_OPERATOR Enabled  Enables "Shelf report" menu (for triggering a job)
    TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled  Runs different "Set Authority Records Cataloging Level" jobs
    TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled  Runs "Change Holding Information" job
    TASK_CHAIN_ITEM_EXPORT Enabled  Runs "Export Physical Items" job
    TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled  Runs "Change physical items" job
    TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled  Runs "Rebuild Physical item description" job
    TASK_CHAIN_ITEM_ITEM_MOVE Enabled  Runs "Create physical item move requests" job
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_LINE_FROM_INVENTORY Enabled  Enables viewing the PO line from inventory.

    Privileges for PHYSICAL_INVENTORY_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    DELETE_BIB Enabled  When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    MISSING_ITEMS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Missing Items"
    PHYSICAL_INVENTORY_DELETE Enabled  Manual withdraw item, Relink item to another bibliographic record, MD Editor * Delete holding
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    TASK_CHAIN_ITEM_ITEM_WITHDRAW Enabled  Runs "Withdraw items" job
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for PRINTOUT_QUEUE_MANAGER

    Privilege Default State Privilege Description
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    VIEW_ALL_PRINTOUTS_IN_QUEUE Enabled  Has access to the Admin > Printouts Queue menu link. Can view and print all letters from the queue.

    Privileges for PRINTOUT_QUEUE_OPERATOR

    Privilege Default State Privilege Description
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    VIEW_SELECTED_PRINTOUTS_IN_QUEUE Enabled  Has access to the Admin > Printouts Queue menu link. Can view and print the operator's letters from in the queue. Any other letters exist in the queue will not be visible for that user. 

    Privileges for PURCHASING_MANAGER

    Privilege Default State Privilege Description
    ADD_REPRESENTATION Enabled Enables doing actions on representations via Rest API:
    • Get representations info (GET /{mms_id}/representations)
    • Get Representation info (GET /{mms_id}/representations/{rep_id})
    • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
    • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
    • Update representation (PUT /{mms_id}/representations/{rep_id})
    • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
    • Create representation (POST /{mms_id}/representations)
    • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
    ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    APPROVE_ORDERS Enabled Able to approve "Waiting for approval" PO lines
    BASIC_PO_PO_LINE_MNG Enabled Enables the user to edit the PO line
    CKB_SEARCH Enabled Searches for electronic collection in CKB (electronic portfolios/collections).
    DELETE_BIB Enabled When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DELETE_POLINE Enabled Deletes Po Line
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    ELECTRONIC_INVENTORY_MANAGE Enabled
    • Overlap analysis
    • Define Available for groups
    • Trigger all data services and repository jobs
    • Observe E recent entities
    • Activation of Community zone E entities
    • Contribution of portfolios to Community zone
    • Link local E Collection or portfolio to CZ
    • Manage E collection, service and portfolio
    • Manage CDI collection
    • Community Zone "Send to Ex Libris"  * Report on issue from CZ search results, Activate PO Line from po line list
    • API creation, deletion and update for E resources role
    • Recommendation
    • Top level collection menu
    ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    E_RESOURCE_ACTIVATION Enabled Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled  Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    HANDLE_CZ_UPDATE_ISSUES Enabled In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type
    "High request load​"
    LINK_LICENSE_TO_POLINE Enabled Links License to PO Line
    LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking local collections​"
    LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
    LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activates selected portfolios
    MANAGE_EXPORTS Enabled Controls the "manage exports"
    MANUAL_CREATION_OF_ELECTRONIC_PO Enabled When searching for an electronic resource, the link "order" will appear. Electronic collection and portfolio. Also related in the prerequisites page, for the owner field(but, in fact it is taken from "manual creation if PO Line).
    MANUAL_CREATION_OF_PHYSICAL_PO Enabled N/A
    MANUAL_CREATION_OF_POLINE Enabled Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
    MDEDITOR_ADMINISTRATOR Enabled When viewing a bib record of a PO line – this privilege will allow seeing the edit button.  
    METADATA_IMPORTING Enabled See the links "Import" and "Monitor and View Imports".  Relates to integration profiles "New Order", "Update Inventor"y * Both of these profiles need this privilege.
    METADATA_IMPORTING_ADMINISTRATOR Enabled See "Manage Import Profile" link, can edit the profile and create profiles.
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_MANAGE Enabled Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PICK_VIEW Enabled N/A
    POLINE_ASSIGNMENT Enabled Enables "Release Assignment" or "Assign to others" in PO line task list (in "In Review")
    POLINE_ASSIGNMENT_TRANSFER Enabled "Assign to" is depended on this role also
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    PURCHASING_MANAGER_ANALYTICS Enabled N/A
    PURCHASING_OPERATOR_ANALYTICS Enabled N/A
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REQUESTS_CREATOR Enabled Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RESOLVE_IMPORT Enabled See "Resolve Imports Issues" in the Acq. menu
    SEND_TO_TRIAL Enabled When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
    TABLE_CONFIG_FULL Enabled Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_CHANGE_PO_LINE_LIMITED_ATTRIBUTES Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO line information advanced
    TASK_CHAIN_LEGAL_DEPOSIT_ANNUAL_RECEIPT Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Legal Deposit annual Receive
    TASK_CHAIN_PO_LINE_CHANGE_PO_LINES_STATUS Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Change PO line status
    TASK_CHAIN_PO_LINE_PO_LINE_WORKFLOW_UPDATE Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines workflow
    TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_INFORMATION Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines information
    TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_TRANSACTIONS Enabled Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines transactions
    UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Disabled  Enables the usage/edit of the recommendation type "Unavailable portfolios"
    UPDATE_REPRESENTATIONS_FROM_PO_LINE Enabled Controls the ability to update representations from the PO line.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_FUNDS Enabled View funds (not of type ledger).
    VIEW_INVOICES Enabled Enables visibility of:
    • "View" action, in list of invoice lines and in the list of invoices themselves.
    • Invoice assertion tab in invoice
    • View on attachments, notes and all of the tabs in an invoice.
    VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
    VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages
    VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
    VIEW_TRIAL Enabled Views Trial (In Manage Trial).

    Privileges for PURCHASING_OPERATOR

    Privilege Default State Privilege Description
    ADD_REPRESENTATION Enabled  Enables doing actions on representations via Rest API:
    • Get representations info (GET /{mms_id}/representations)
    • Get Representation info (GET /{mms_id}/representations/{rep_id})
    • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
    • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
    • Update representation (PUT /{mms_id}/representations/{rep_id})
    • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
    • Create representation (POST /{mms_id}/representations)
    • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    BASIC_PO_PO_LINE_MNG Enabled  Enables the user to edit the PO line
    CART_MANAGEMENT Enabled  Rialto: Can manage shopping cart configuration, overall cart approval and assignments
    CHECKOUT Enabled  Rialto: Can check out a shopping cart
    CKB_SEARCH Enabled  Searches for electronic collection in CKB (electronic portfolios/collections).
    DDA_ADDITION Enabled  Rialto: Can add offers to DDA
    DELETE_BIB Enabled  When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    E_RESOURCE_ACTIVATION Enabled  Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    ELECTRONIC_INVENTORY_MANAGE Enabled 
    • Overlap analysis
    • Define Available for groups
    • Trigger all data services and repository jobs
    • Observe E recent entities
    • Activation of Community zone E entities
    • Contribution of portfolios to Community zone
    • Link local E Collection or portfolio to CZ
    • Manage E collection, service and portfolio
    • Manage CDI collection
    • Community Zone "Send to Ex Libris"  * Report on issue from CZ search results, Activate PO Line from po line list
    • API creation, deletion and update for E resources role
    • Recommendation
    • Top level collection menu
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled  Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    HANDLE_CZ_UPDATE_ISSUES Enabled  In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "High request load​"
    LINK_LICENSE_TO_POLINE Enabled  Link License to PO Line
    LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS​ Enabled  N/A
    LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
    LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MANAGE_REC_FEEDS Enabled  Rialto: Can view and edit recommendation feeds
    MANUAL_CREATION_OF_ELECTRONIC_PO Enabled  When searching for an electronic resource, the link "order" will appear. Electronic collection and portfolio. Also related in the prerequisites page, for the owner field(but, in fact it is taken from "manual creation if PO Line).
    MANUAL_CREATION_OF_POLINE Enabled  Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
    MDEDITOR_ADMINISTRATOR Enabled  When viewing a bib record of a PO line – this privilege will allow to see the edit button.  
    METADATA_IMPORTING Enabled  See the links "Import" and "Monitor and View Imports".  Relates to integration profiles "New Order", "Update Inventor"y * Both of these profiles need this privilege.
    METADATA_IMPORTING_ADMINISTRATOR Enabled  See "Manage Import Profile" link, can edit the profile and create profiles.
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_MANAGE Enabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PICK_VIEW Enabled  N/A
    POLINE_ASSIGNMENT_TRANSFER Disabled  "Assign to" is depended on this role also
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    PURCHASING_OPERATOR_ANALYTICS Enabled  N/A
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RESOLVE_IMPORT Enabled  See "Resolve Imports Issues" in the Acq. menu
    REVIEW_EBA Enabled  Rialto: Can review EBA 
    REVIEW_SELECTION_PLAN Enabled  Rialto: Can review the snapshot of the Selection Plan
    SEND_TO_TRIAL Enabled  When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
    SUBMIT_FOR_APPROVAL Disabled  Rialto: Can send a shopping cart to approval
    TASK_CHAIN_CHANGE_PO_LINE_LIMITED_ATTRIBUTES Enabled  Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO line information advanced
    TASK_CHAIN_LEGAL_DEPOSIT_ANNUAL_RECEIPT Enabled  Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Legal Deposit annual Receive
    TASK_CHAIN_PO_LINE_CHANGE_PO_LINES_STATUS Enabled  Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Change PO line status
    TASK_CHAIN_PO_LINE_PO_LINE_WORKFLOW_UPDATE Enabled  Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines workflow
    TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_INFORMATION Enabled  Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines information
    TASK_CHAIN_PO_LINE_UPDATE_PO_LINES_TRANSACTIONS Enabled  Visibility of the job (1.  Admin menu > Run a job 2. Admin menu > Monitor jobs) Update PO lines transactions
    UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Unavailable portfolios"
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    UPDATE_RECOMMENDATIONS_FROM_PO_LINE Enabled  N/A
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LIST_VIEW Enabled  N/A
    VIEW_ALL_VENDORS_DATA Enabled  See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_FUNDS Enabled  View funds (not of type ledger).
    VIEW_INVOICES Enabled  Enables visibility of:
    • "View" action, in list of invoice lines and in the list of invoices themselves.
    • Invoice assertion tab in invoice
    • View on attachments, notes and all of the tabs in an invoice.
    VIEW_LEDGER Enabled  Views ledger (not necessarily the fund)
    VIEW_LICENSE Enabled  Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    * See Acquisition menu, and see the "Licenses" link in that menu
    * See licenses in search options in Alma, simple and advanced
    * From PO line, see link to license
    * From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
    VIEW_TRIAL Enabled  Views Trial (In Manage Trial).

    Privileges for PURCHASE_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    DELETE_POLINE Enabled  Deletes Po Line
    DELETE_POLINE_ANALYTICS Enabled  N/A
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled  Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for PURCHASE_REQUEST_MANAGER

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    ASSIGN_PURCHASE_REQUEST Enabled Assignment to myself or others (will see Assign to Others)
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled  Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
    MANAGE_PURCHASE_REQUEST Enabled Enables viewing manage purchase request link
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    SELECTOR_ANALYTICS Enabled N/A
    VIEW_ALL_VENDORS_DATA Disabled  See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_FUNDS Enabled View funds (not of type ledger).
    VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
    VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages
    VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for PURCHASE_REQUEST_OPERATOR

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    FUND_LEDGER_VIEW_BY_AVAILABLE_FOR Disabled  Enables users to view allocated/summary funds when they are owned by the institution and available for the user's library. 
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled Enables the usage/edit of the recommendation type "High request load​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled CZ Portfolio list * Activate selected portfolios
    MANAGE_PURCHASE_REQUEST Enabled Enables viewing manage purchase request link
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REASSIGN_PURCHASE_REQUEST Disabled  "Assign to" for purchase requests
    SELECTOR_ANALYTICS Enabled N/A
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_LIST_VIEW Enabled Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    VIEW_ALL_VENDORS_DATA Enabled See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_FUNDS Enabled View funds (not of type ledger).
    VIEW_LEDGER Enabled Views ledger (not necessarily the fund)
    VIEW_LICENSE Enabled Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for PURCHASE_REQUEST_OPERATOR_EXTENDED

    Privilege Default State Privilege Description
    DELETE_PURCHASE_REQUEST Enabled Deletes Purchase Request
    DIGITAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_OPERATOR_DETAILS Enabled Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for RECOMMENDATION_MANAGER

    Privilege Default State Privilege Description
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    VIEW_ALL_RECOMMENDATIONS Enabled  N/A

    Privileges for RECEIVING_OPERATOR

    Privilege Default State Privilege Description
    CHANGE_ITEM_INFO_PRIVILEGE Enabled  Controls the Change Item Information tab in scan in items
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    EDIT_PO_POLINE Enabled  Edits PO or PO Line
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    ONE_TIME_RECEIVING Enabled  Enables viewing the "Receive" link in Acq. menu (and in fact all of the "Receiving and Invoicing" section).
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    RECEIVING_OPERATOR_ANALYTICS Enabled  N/A
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_ITEM_EXPORT Enabled  Runs "Export Physical Items" job
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
    WORK_ORDER_PRIVILEGE Enabled  Enables send items to receiving department

    Privileges for RECEIVING_OPERATOR_LIMITED

    Privilege Default State Privilege Description
    DELETE_BIB Enabled 
    • When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    ONE_TIME_RECEIVING Enabled  Enables viewing the "Receive" link in Acq. menu (and in fact all of the "Receiving and Invoicing" section).
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    RECEIVING_OPERATOR_ANALYTICS Enabled  N/A
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
    WORK_ORDER_PRIVILEGE Enabled  Enables send items to receiving department

    Privileges for REPOSITORY_ADMINISTRATOR

    Privilege Default State Privilege Description
    BARCODE_MNG Enabled  Enables barcode generation configuration
    CONTRIBUTOR Enabled  MD Editor * Contributes templates / rules
    Esploro operations
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DESCRIPTION_TEMPLATE_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Description Templates"
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSIT_ADMIN Enabled 
    • MD Editor: view collections, Open MD Editor, External search, Browse bib headings, Browse shelf listing
    • Contribute E collection
    • Observe network harvesting list
    • MD Import management
    • Duplicate titles analysis
    • Publishing profiles and information
    REPOSITORY_ADMINISTRATOR_ANALYTICS Enabled  N/A
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_CHANGE_ALL_HDEMETADATA_THUMBNAIL Enabled  N/A
    TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled  Runs different "Set Authority Records Cataloging Level" jobs
    TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled  Runs "Change Holding Information" job
    TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled  Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI
    This job publishes digital records to Google Scholar
    TASK_CHAIN_DOWNLOAD_FILES_EXPORT Enabled  N/A
    TASK_CHAIN_EXPORT_HANDLES Enabled  Enables executing job: Export Handles
    This job handles adding, Replacing or Creating new handles with URLs
    TASK_CHAIN_FULLTEXT_JOBS Enabled  Allow executing job: Extract fulltext
    This job extracts full text from images
    TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Disabled  Enables executing job: Generate Representation from Existing Bib
    This job generates representations from bibliographic records
    TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled  Enables executing job: Global Representation Changes
    This job executes global representation changes for bib set
    TASK_CHAIN_IED_EXPORT Enabled  Allow executing job: Export Digital Titles
    This job export Digital Records 
    TASK_CHAIN_IED_THUMBNAIL Enabled  Enables running the thumbnail generation job (Generate thumbnail for each digital file in the set)
    TASK_CHAIN_ITEM_EXPORT Enabled  Runs "Export Physical Items" job
    TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled  Runs "Change physical items" job
    TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled  Runs "Rebuild Physical item description" job
    TASK_CHAIN_ITEM_ITEM_MOVE Enabled  Runs "Create physical item move requests" job
    TASK_CHAIN_ITEM_ITEM_WITHDRAW Enabled  Runs "Withdraw items" job
    TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled  Runs "Change electronic portfolio information" job
    TASK_CHAIN_PORTFOLIO_ITEM_WITHDRAW Enabled  Runs "Delete portfolios" job
    TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled  Enables executing job: Remote Representation Migration
    This job migrates representations from a remote repository to Alma
    TASK_CHAIN_REP_MIGRATION Enabled  Enables executing job: Media Conversion
    This job converts audio/video files to streaming (HLS) or MPEG* 4 format
    TASK_CHAIN_REPRESENTATION_ITEM_WITHDRAW Enabled  Enables executing job: Withdraw digital representations
    This job Withdraw digital representations task.
    TASK_CHAIN_THUMBNAIL_GENERATION_THUMBNAIL Enabled  Allow executing job: Thumbnail generation
    This job generates thumbnail for each digital file in the set
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_ACCESS_RIGHTS Enabled  Enables access to Access Right policies
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for REPOSITORY_MANAGER

    Privilege Default State Privilege Description
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled  Enables adding a block/note/attachement in a specific library's scope
    ADD_REPRESENTATION Enabled  Enables doing actions on representations via Rest API:
    • Get representations info (GET /{mms_id}/representations)
    • Get Representation info (GET /{mms_id}/representations/{rep_id})
    • Get representation files (GET /{mms_id}/representations/{rep_id}/files)
    • Get representation file (GET /{mms_id}/representations/{rep_id}/files/{file_id})
    • Update representation (PUT /{mms_id}/representations/{rep_id})
    • Update representation file (PUT /{mms_id}/representations/{rep_id}/files/{file_id})
    • Create representation (POST /{mms_id}/representations)
    • Adds file to representation (/{mms_id}/representations/{rep_id}/files)
    CKB_IE_VIEW Enabled  N/A
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CODE_TABLE_DELETE_ROW Enabled  Controls ability to delete rows in code tables
    CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled  Enables creating and removing user blocks
    DATA_MNG_CONFIGURATION Enabled  N/A
    DATA_MNG_CONFIGURE Enabled  Enables execution of metadata import profile
    DATA_MNG_REPORTS Enabled  N/A
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DELETE_IE Enabled  Rosetta Related
    DIGITAL_INVENTORY_MANAGE Enabled 
    • Enables show/managing recommendation actions.
    • Enables accessing and managing Digital resource Editor from Staff Search > Digital drawer
    • Enables viewing digital recent entities (rep and file)
    • Enables editing digital deposit representation, notes and its title
    • Enables adding titles to collection from Staff search > Action (will show 'Add to Collection' action)
    • Enables editing in digital resource editor (representation and file level), or creating a new rep/file
    • Enables  accessing and editing digital resource editor from staff search
    DIGITAL_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_MANAGE Enabled 
    • Overlap analysis
    • Define Available for groups
    • Trigger all data services and repository jobs
    • Observe E recent entities
    • Activation of Community zone E entities
    • Contribution of portfolios to Community zone
    • Link local E Collection or portfolio to CZ
    • Manage E collection, service and portfolio
    • Manage CDI collection
    • Community Zone "Send to Ex Libris"  * Report on issue from CZ search results, Activate PO Line from po line list
    • API creation, deletion and update for E resources role
    • Recommendation
    • Top level collection menu
    ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    E_RESOURCE_ACTIVATION Enabled  Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    E_TASK_ASSIGNMENT Enabled  Enables the user to release assignment in Resources -> Manage Electronic Resources Activation
    E_TASK_ASSIGNMENT_TRANSFER Enabled  Enables the user to assign the task to another user in Resources -> Manage Electronic Resources Activation
    E_TASK_EDIT Enabled  Enables the user to edit the activation task (without this privilege the user will not be able to receive assignments) in Resources -> Manage Electronic Resources Activation
    E_TASK_VIEW Enabled  Enables the user to view tasks in the activation task list in Resources -> Manage Electronic Resources Activation
    HANDLE_CZ_UPDATE_ISSUES Enabled  In the resource management menu, this privilege show the link to Community Zone Updates Task List, depending on users who can see "Manage Inventory" (per the privilege "Electronic Inventory Manage".)
    LINK_PORTFOLIOS_IN_COLLECTION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Linking portfolios to CZ​"
    LINK_LOCAL_E_COLLECTION_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking local collections​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    LINK_STANDALONE_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Linking standalone portfolios to CZ​"
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MANAGE_REPOSITORY_JOBS Enabled  Manages Deleted Repository
    MANAGE_SET Enabled  Manages operations related to sets (delete, edit, etc.)
    MEDIA_CONVERSION_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Media conversion​"
    MEDITOR_ADD_REPRESENTATION Enabled  Rosetta Related
    MEDITOR_DELETE_REPRESENTATION Enabled  Rosetta Related
    MEDITOR_METADATA_ADD Enabled  Rosetta Related
    MEDITOR_METADATA_DELETE Enabled  Rosetta Related
    MEDITOR_METADATA_EDIT Enabled  Rosetta Related
    MEDITOR_METADATA_LINK Enabled  Rosetta Related
    MEDITOR_METADATA_SAVE_AS_GENERIC_TEMPLATE Enabled  Rosetta Related
    MEDITOR_METADATA_SAVE_AS_PRIVATE_TEMPLATE Enabled  Rosetta Related
    MEDITOR_METADATA_UNLINK Enabled  Rosetta Related
    MEDITOR_METADATA_VIEW Enabled  Rosetta Related
    MEDITOR_OBJECT_SERVICES Enabled  Rosetta Related
    MEDITOR_OBJECT_VIEW Enabled  Rosetta Related
    OBJECT_SEARCH Enabled  Opens various MD Editor functions from Alma menu
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PAY_FINES_FEES_PRIVILEGE Enabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_MANAGE Enabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_OPERATOR_ANALYTICS Enabled  N/A
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PROCESSES_ACTIVATE Enabled  Controls the ability to activate jobs
    PROCESSES_ADD Enabled  Controls the ability to add jobs
    PROCESSES_DEACTIVATE Enabled  Controls the ability to deactivate jobs
    PROCESSES_DELETE Enabled  Controls the ability to delete jobs
    PROCESSES_DUPLICATE Enabled  Controls the ability to duplicate jobs
    PROCESSES_EDIT Enabled  Controls the ability to edit jobs
    PROCESSES_HISTORY Enabled  Controls the ability to view jobs history
    PROCESSES_VIEW Enabled  Controls the ability to view jobs
    PROCESS_ACTIVATE Enabled  Controls the ability to activate jobs
    PROCESS_ADD Enabled  Controls the ability to add jobs
    PROCESS_DEACTIVATE Enabled  Controls the ability to deactivate jobs
    PROCESS_DELETE Enabled  Controls the ability to delete jobs
    PROCESS_DUPLICATE Enabled  Controls the ability to duplicate jobs
    PROCESS_EDIT Enabled  Controls the ability to edit jobs
    PROCESS_EXECUTION_ABORT Enabled  Controls the ability to abort jobs
    REPOSITORY_MANAGER_ANALYTICS Enabled  N/A
    PROCESS_EXECUTION_RERUN Enabled  Controls the ability to re* Run jobs
    PROCESS_EXECUTION_VIEW Enabled  Controls the ability to view jobs
    PROCESS_EXECUTION_VIEW_EXCEPTIONS Enabled  Controls the ability to view jobs history
    PROCESS_HISTORY Enabled  Controls the ability to view jobs history
    PROCESS_MANAGE Enabled  Access to Manage Jobs and Sets menu options, Observe Primo dashboard
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    RESTORE_IE Enabled  Rosetta Related
    RULE_MNG_VIEW Enabled  Rosetta Related
    SETS_ADD Enabled  Controls access to add new sets action
    SETS_DELETE Enabled  Controls access to delete sets action
    SETS_EDIT Enabled  Controls access to edit sets action
    SETS_MANAGE Enabled  Controls access to Manage Sets and ability to save searches, as well as creating fulfillment sets
    SETS_VIEW Enabled  Controls access to view sets
    SHELF_REPORT_OPERATOR Enabled  Enables "Shelf report" menu (for triggering a job)
    SIP_PROCESS Enabled  MD Import management (See the links "Import" and "Monitor and View Imports")
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_CHANGE_CATALOGING_LEVEL Enabled  Runs different "Set Authority Records Cataloging Level" jobs
    TASK_CHAIN_CHANGE_HOLDING_INFORMATION_UPDATE Enabled  Runs "Change Holding Information" job
    TASK_CHAIN_DIGITAL_GOOGLE_SCHOLAR_PUBLISHING_PUBLISHING Enabled  Enables showing 'Publish digital records to Google Scholar' built* In publishing profile in 'Publishing Profile' UI
    This job publishes digital records to Google Scholar
    TASK_CHAIN_EXPORT_ELECTRONIC_PORTFOLIOS_EXPORT Enabled  Runs "Export Electronic Portfolios" job
    TASK_CHAIN_EXPORT_HANDLES Enabled  Enables executing job: Export Handles
    This job handles adding, Replacing or Creating new handles with URLs
    TASK_CHAIN_FULLTEXT_JOBS Enabled  Enables executing job: Extract full text
    This job extracts full text from images
    TASK_CHAIN_GENERATE_REPRESENTATION_FROM_EXISTING_BIB_MIGRATION Enabled  Enables executing job: Generate Representation from Existing Bib
    This job generates representations from bibliographic records
    TASK_CHAIN_GLOBAL_REPRESENTATION_CHANGES_INFORMATION_UPDATE Enabled  Enables executing job: Global Representation Changes
    This job executes global representation changes for bib set
    TASK_CHAIN_IED_EXPORT Enabled  Enables executing job: Export Digital Titles
    This job export Digital Records 
    TASK_CHAIN_IED_THUMBNAIL Enabled  Enables running the thumbnail generation job (Generate thumbnail for each digital file in the set)
    TASK_CHAIN_ITEM_EXPORT Enabled  Runs "Export Physical Items" job
    TASK_CHAIN_ITEM_INFORMATION_UPDATE Enabled  Runs "Change physical items" job
    TASK_CHAIN_ITEM_ITEM_DESCRIPTION Enabled  Runs "Rebuild item description" job
    TASK_CHAIN_ITEM_ITEM_MOVE Enabled  Runs "Create physical item move requests" job
    TASK_CHAIN_ITEM_ITEM_WITHDRAW Enabled  Runs "Withdraw items" job
    TASK_CHAIN_ITEM_LOAN Enabled  Deprecated. 
    TASK_CHAIN_PORTFOLIO_INFORMATION_UPDATE Enabled  Runs "Change electronic portfolio information" job
    TASK_CHAIN_PORTFOLIO_ITEM_WITHDRAW Enabled  Runs "Delete portfolios" job
    TASK_CHAIN_REMOTE_REPRESENTATION_MIGRATION_MIGRATION Enabled  Enables executing job: Remote Representation Migration
    This job migrates representations from a remote repository to Alma
    TASK_CHAIN_REPRESENTATION_ITEM_WITHDRAW Enabled  Enables executing job: Withdraw digital representations
    This job Withdraw digital representations task.
    TASK_CHAIN_REP_MIGRATION Enabled  Enables executing job: Media Conversion
    This job converts audio/video files to streaming (HLS) or MPEG* 4 format
    TASK_CHAIN_THUMBNAIL_GENERATION_THUMBNAIL Enabled  Allow executing job: Thumbnail generation
    This job generates thumbnail for each digital file in the set
    TASK_VIEW Enabled  N/A
    UNAVAIL_PORTFOLIOS_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Unavailable portfolios"
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_IDENTIFIER_UPDATE Enabled  Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
    USER_MANAGER_UPDATE Enabled  Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege. 
    USER_MANAGER_VIEW Enabled  Enables access to user record in view only mode
    VIEW_ACCESS_RIGHTS Enabled  Enables access to Access Right policies
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Enabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages
    WAIVE_FINES_FEES_PRIVILEGE Enabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for REQUESTS_OPERATOR

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    CALENDAR_UPDATE Disabled  Enables editing the library's opening hours (a link will  appear in the fulfillment actions menu).
    CHANGE_ITEM_INFO_PRIVILEGE Enabled  Controls the Change Item Information tab in scan in items
    CONSORTIAL_SERVICES_PRIVILEGE Disabled  Enables searching users in other institution (for consortia)
    CONVERT_HOLD_TO_BORROWING Disabled  Enables converting hold requests to RS requests (under certain conditions as documented in OLH) if role is in institution scope.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    OVERRIDE_BLOCK_REQUEST Disabled  Controls the "override on shelf requesting policy" button
    PHYSICAL_INVENTORY_MANAGE Disabled  Enables creating and editing holdings by scope. In Physical PO line * It gives the possibility to "edit" the item and the holding.
    Users with this privilege added to the REQUESTS_OPERATOR role will be able to create requests from the List of Items page.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PRIORITIZE_REQUESTS_PRIVILLEGE Disabled  Determines the sequence of requests that receive an item, without having to manually re* Do the work every time the item becomes available.
    PROCESS_ADD Enabled  Controls the ability to add jobs
    PROCESS_MANAGE Enabled  Access to Manage Jobs and Sets menu options, Observe Primo dashboard
    PROCESS_VIEW Enabled  Controls the ability to view jobs
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    QUICK_DOCUMENT_DELIVERY Enabled  Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    REQUESTS_CREATOR Enabled  Controls the ability to place requests from repository search (doesn't affect ability to submit request from patron card).
    REQUESTS_OPERATOR_ANALYTICS Enabled  N/A
    REQUESTS_OPERATOR_PRIVILEGE Enabled  Enables several fulfillment activities and access to items in the fulfillment menu
    RUN_ITEMS_REQUIRING_ACTION Enabled  Controls appearance of "items requiring action" link, but seems to control appearance of "Advanced tools" in fulfillment menu (which includes: fulfillment configuration utility, items requiring action, process and enrich citations, citations alternate suggestions)
    SETS_EDIT Enabled  Controls access to edit sets action
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for RESOURCE_SHARING_PARTNERS_MANAGER

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    RESOURCE_SHARING_PARTNERS_MANAGER_ANALYTICS Enabled  N/A
    RESOURCE_SHARING_PARTNERS_MANAGER_PRIVILEGE Enabled  Enables resource sharing partners and Rota templates configuration
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for RIALTO_ADMINISTRATOR

    Privilege Default State Privilege Description
    CART_APPROVAL Enabled  Rialto: Can approve someone else's marketplace orders
    CART_MANAGEMENT Enabled  Rialto: Can manage shopping cart configuration, overall cart approval and assignments
    CHECKOUT Enabled  Rialto: Can check out a shopping cart
     CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
    DDA_ADDITION Enabled  Rialto: Can add offers to DDA
    MANAGE_EBA Disabled  Rialto: Can manage EBA 
    MANAGE_REC_FEEDS Enabled  Rialto: Can view and edit recommendation feeds
    MANAGE_REC_PROFILE Enabled  Rialto: Can manage recommendation profiles
    MANUAL_CREATION_OF_POLINE Enabled  Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REVIEW_SELECTION_PLAN Enabled  Rialto: Can review the snapshot of the Selection Plan
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for RIALTO_MANAGER

    Privilege Default State Privilege Description
    CART_APPROVAL Enabled  Rialto: Can approve someone else's marketplace orders
    CART_MANAGEMENT Enabled  Rialto: Can manage shopping cart configuration, overall cart approval and assignments
    CHECKOUT Enabled  Rialto: Can check out a shopping cart
     CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
    DDA_ADDITION Enabled  Rialto: Can add offers to DDA
    MANAGE_EBA Disabled  Rialto: Can manage EBA 
    MANAGE_REC_FEEDS Enabled  Rialto: Can view and edit recommendation feeds
    MANAGE_REC_PROFILE Enabled  Rialto: Can manage recommendation profiles
    MANUAL_CREATION_OF_POLINE Enabled  Used by API - Checks if the user can create PO line. Also, relevant to the prerequisites page; it Enables choosing the owner, according to my scope (libraries/institutions). Same for purchase request * Ensure that the library is included in the scope of my role (does the user has privilege to create purchase request for this library).
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REVIEW_SELECTION_PLAN Enabled  Rialto: Can review the snapshot of the Selection Plan
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for RIALTO_PURCHASER

    Privilege Default State Privilege Description
    CHECKOUT Enabled  Rialto: Can check out a shopping cart
    DDA_ADDITION Enabled  Rialto: Can add offers to DDA
    MANAGE_EBA Enabled Rialto: Can manage EBA

    Privileges for SELECTOR

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    ASSIGN_PURCHASE_REQUEST Enabled  Assignment to myself or others (will see Assign to Others)
    CART_MANAGEMENT Enabled  Rialto: Can manage shopping cart configuration, overall cart approval and assignments
     CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
    DDA_ADDITION Enabled  Rialto: Can add offers to DDA
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "High request load​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MANAGE_PURCHASE_REQUEST Enabled  Enables viewing manage purchase request link
    MANAGE_REC_FEEDS Enabled  Rialto: Can view and edit recommendation feeds
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    MANAGE_EBA Enabled  Rialto: Can manage EBA 
    REVIEW_SELECTION_PLAN Enabled  Rialto: Can review the snapshot of the Selection Plan
    SELECTOR_ANALYTICS Enabled  N/A
    SUBMIT_FOR_APPROVAL Enabled  Rialto: Can send a shopping cart to approval
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    VIEW_ALL_VENDORS_DATA Enabled  Sees vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_FUNDS Enabled  View funds (not of type ledger).
    VIEW_LEDGER Enabled  Views ledger (not necessarily the fund)
    VIEW_LICENSE Enabled  Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for SELECTOR_LIMITED

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    ASSIGN_PURCHASE_REQUEST Enabled  Assignment to myself or others (will see Assign to Others)
    CART_MANAGEMENT Enabled  Rialto: Can manage shopping cart configuration, overall cart approval and assignments
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    HIGH_REQUEST_LOAD_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "High request load​"
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activates selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MANAGE_PURCHASE_REQUEST Enabled  Enables viewing manage purchase request link
    MANAGE_REC_FEEDS Enabled  Rialto: Can view and edit recommendation feeds
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REVIEW_SELECTION_PLAN Enabled  Rialto: Can review the snapshot of the Selection Plan
    SELECTOR_ANALYTICS Enabled  N/A
    SUBMIT_FOR_APPROVAL Enabled  Rialto: Can send a shopping cart to approval
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    VIEW_ALL_VENDORS_DATA Enabled  Sees vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_FUNDS Enabled  Views funds (not of type ledger).
    VIEW_LEDGER Enabled  Views ledger (not necessarily the fund)
    VIEW_LICENSE Enabled  Can see user list. This is in order for the user to be able to use "Assigned by" field in the license (need to be able to search users).
    • See Acquisition menu, and see the "Licenses" link in that menu
    • See licenses in search options in Alma, simple and advanced
    • From PO line, see link to license
    • From vendor, in order to see licensor, need to have view licenses (so we could add a vendor as a  licensor).
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)

    Privileges for SUPER_SELECTOR

    Privilege Default State Privilege Description
    CART_MANAGEMENT Enabled  Rialto: Can manage shopping cart configuration, overall cart approval and assignments
     CONFIGURE_TITLE_ALERTS Enabled Rialto: Enables users to create and manage their own title alerts, and/or title alerts that have been shared with them.
    DDA_ADDITION Enabled  Rialto: Can add offers to DDA
    MANAGE_REC_FEEDS Enabled  Rialto: Can view and edit recommendation feeds
    MANAGE_REC_PROFILE Enabled  Rialto: Can manage recommendation profiles
    REVIEW_EBA Enabled  Rialto: Can review EBA 
    REVIEW_SELECTION_PLAN Enabled  Rialto: Can review the snapshot of the Selection Plan
    SUBMIT_FOR_APPROVAL Enabled  Rialto: Can send a shopping cart to approval

    Privileges for TRIAL_MANAGER

    Privilege Default State Privilege Description
    ALLOW_USERS_SEARCH Enabled  Controls the patron lookup by name or keywords: access to users list in Manage Patron Services, and auto* Complete search in same page (doesn't affect the persistent search for users or access to Admin > Manage Users). Disabling this privilege results in a text field where you can scan in an ID but not locate the user by typing in any partial information. This Enables libraries to allow work in the patron workbench only when the user's identifier is scanned in, without being able to use auto* Complete to search for a user by name (e.g. a library with celebrity patrons may not want limited operators to search for them unless they're being served at the desk).
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CLOSE_TRIAL Enabled  Closes the trial in row action.
    DELETE_BIB Enabled  When cancelling a PO line, determines what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
     When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DELETE_TRIAL Enabled  Deletes Trial
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    E_RESOURcE_ACTIVATION Enabled  Activate electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    EDIT_TRIAL Enabled  Edits Trial
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    SEND_TO_TRIAL Enabled  When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
    TRIAL_ASSIGNMENT Enabled  Enables assigning trials
    TRIAL_MANAGER_ANALYTICS Enabled  N/A
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_LIST_VIEW Enabled  Controls access to Users search in the persistent search box and Admin > Manage users. Also affects ability to use users list in Manage Patron Services (the link to the list will appear but it will be an all titles search and not a users search). Doesn't affect auto* Complete in Manage Patron Services. Note: To grant users with "CIRCULATION_DESK_OPERATOR” role" access to Admin> Manage Users, the CIRC_DESK_OPERATOR_PRIVILEGE or USER_MANAGER_UPDATE privileges must also be enabled. Note: To allow users with  "CIRCULATION_DESK_OPERATOR_LIMITED” role to access the user data, the USER_MANAGER_UPDATE privilege must also be enabled, as these users don't have basic user data privileges (except for things such as notes). 
    USER_MANAGER_VIEW Enabled  Enables access to user record in view only mode
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
    VIEW_TRIAL Enabled  Views Trial (In Manage Trial).

    Privileges for TRIAL_OPERATOR

    Privilege Default State Privilege Description
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CLOSE_TRIAL Enabled  Closes the trial in row action.
    DELETE_BIB Enabled 
    • When cancelling a PO line, deternimes what to do if the bib is bibliographic records without inventory. The option to delete bibliographic records without inventory is dependent on this privilege.
    •  When withdrawing an item, determines whether the option “Delete bibliographic record (unless other holdings are present)” is displayed.
    DELETE_TRIAL Enabled  Deletes Trial
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    E_RESOURCE_ACTIVATION Enabled  Activates electronic resource, in electronic resource as we find it in the CZ, also in the E activation task list.
    If activated for the Electronic Inventory Operator, Electronic Inventory Operator Extended, Repository Manager, Purchasing Manager, or Purchasing Operator roles, it will grant access to the "My Electronic Resources by Provider" page (Resources > Manage Inventory > My Electronic Resources by Provider).
    EDIT_TRIAL Enabled  Edits Trial
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOCALIZE_SELECTED_PORTFOLIOS Enabled  CZ Portfolio list * Activate selected portfolios
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    SEND_TO_TRIAL Enabled  When creating an electronic order, it Enables the user to see the button "Save and request Evaluation"
    TRIAL_OPERATOR_ANALYTICS Enabled  N/A
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    USER_MANAGER_VIEW Enabled  Enables access to user record in view only mode
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_PO_POLINE Enabled  Views PO and view PO line. For example, invoice manager will need to link invoice line to PO line, this role issued by them in order to select the PO line (and similar cases etc.)
    VIEW_TRIAL Enabled  Views Trial (In Manage Trial).

    Privileges for USAGE_DATA_OPERATOR

    Privilege Default State Privilege Description
    DELETE_USAGE_DATA Enabled  Enables viewing the "Delete Usage Data" link in Acquisitions menu.
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOAD_USAGE_DATA Enabled  Enables viewing the "Load Usage Data" link in Acquisitions menu. 
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_ALL_VENDORS_DATA Enabled  Sees vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)

    Privileges for USER_ADMINISTRATOR

    Privilege Default State Privilege Description
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled  Enables adding a block/note/attachment in a specific library's scope
    ADD_GENERIC_SUBMISSION_FORMAT Enabled  N/A
    ADMINISTRATION_ONGOING_CONFIG Enabled  N/A
    BULK_FINE_WAIVING_PRIVILEGE Enabled  Controls access to bulk fine waiving link in menu
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CONSORTIAL_SERVICES_PRIVILEGE Enabled  Enables searching users in other institution (for consortia)
    CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled  Enables creating and removing user blocks
    DELETE_GENERIC_SUBMISSION_FORMAT Enabled  N/A
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    DIGITAL_STORAGE_CONFIGURATION Enabled  Controls access to Digital Storage
    EDIT_GENERIC_SUBMISSION_FORMAT Enabled  Grants access to the configuration menus in the different areas (not sure if all links are present in all menus)
    ELECTRONIC_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search). API - Retrieve list of collections / portfolios
    API - Retrieve collection / portfolios by ID
    MERGE_USERS Disabled Enables using the Merge Users functionality (soon to be activated)
    PAY_FINES_FEES_PRIVILEGE Enabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    RENEW_LOAN_PRIVILEGE Disabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_USER_UPDATE_USER_INFORMATION Enabled  Enables access to Update/Notify Users job in Admin menu
    TOGGLE_ACCOUNT_TYPE Enabled  Controls appearance of "Toggle account type" (external/internal) in user record.
    UPDATE_NGS_PREFERENCE Enabled  Enables next generation UI layout
    UPDATE_USER_STATISTICS_PRIVILEGE Enabled  Enables updating statistics in user record
    UPDATE_UXP_PREFERENCE Enabled  Controls the UX rollout preference.
    USER_ADMINISTRATION Enabled  Enables many activities of the User Administrator role
    USER_ADMINISTRATOR_ANALYTICS Enabled  N/A
    USER_IDENTIFIER_UPDATE Enabled  Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
    USER_MANAGER_ACTIVATE Enabled  Controls the "activate" option for a user
    USER_MANAGER_ADD_ROLE Enabled  Controls ability to add roles to users
    USER_MANAGER_ADD_USER Enabled  Controls ability to create new user in Manage Users
    USER_MANAGER_ASSIGN_PARAMETER Enabled  Controls ability to assign parameteres to a user
    USER_MANAGER_DEACTIVATE Enabled  Controls the "deactivate" option for a user
    USER_MANAGER_DELETE_PARAMETER Enabled  Controls ability to delete parameters from users
    USER_MANAGER_DELETE_ROLE Enabled  Controls ability to delete roles from users
    USER_MANAGER_DELETE_USER Enabled  Controls ability to delete user in Manage Users
    USER_MANAGER_FULL Enabled  Enables many activities of the User Manager role
    USER_MANAGER_UPDATE Enabled  Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Disabling * USER_MANAGER_UPDATE privilege would disappear the User Management Information along with Users Roles but doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege.
    USER_MANAGER_UPDATE_PASSWORD Enabled  Updating passwords for users that have roles other than Patron and sending the cloud IdP letter to users that aren't just Patrons.
    USER_MANAGER_UPDATE_ROLE Enabled  Enables editing existing user roles (doesn't affect the ability to add new roles)
    USER_MANAGER_VIEW Enabled  Enables access to user record in view only mode
    VIEW_ALL_LOAN_HISTORY Enabled  Controls whether a user can see the loans history in the returns tab.
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
    VIEW_GENERIC_SUBMISSION_FORMAT Enabled  Enables view of S/FTP definitions
    VIEW_LOAN_DETAILS_PRIVILEGE Enabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages
    VIEW_USER_STATISTICS_PRIVILEGE Enabled  Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
    WAIVE_FINES_FEES_PRIVILEGE Enabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for USER_MANAGER_FULL

    Privilege Default State Privilege Description
    ADD_EDIT_DELETE_NOTES_PRIVILEGE Enabled  Enables adding a block/note/attachement in a specific library's scope
    BULK_FINE_WAIVING_PRIVILEGE Enabled  Controls access to bulk fine waiving link in menu
    CLAIMED_RETURNED_PRIVILEGE Enabled  Enables "claim returned" in manage patron services
    CODE_TABLE_DELETE_ROW Enabled  Controls ability to delete rows in code tables
    CONSORTIAL_SERVICES_PRIVILEGE Enabled  Enables searching users in other institution (for consortia)
    CREATE_REMOVE_BLOCKS_PRIVILEGE Enabled  Enables creating and removing user blocks
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieves list of collections / portfolios
    • API - Retrieves collection / portfolios by ID
    FUL_CONFIG_UTILITY Disabled Enables using the fulfillment configuration utility, both from menu and using "view policies" from the Manage Patron Services loans tab
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MERGE_USERS Enabled  Enables using the Merge Users functionality (soon to be activated)
    PAY_FINES_FEES_PRIVILEGE Enabled  Enables paying a fine at a circulation desk. Disabling this privilege  prevents users from being able to add fines/fees. However, it also prevents the user from being able to process payments of fines/fees.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REGISTER_NEW_USER Enabled  Controls the ability to register a new user from Manage Patron Services screen.
    RENEW_LOAN_PRIVILEGE Disabled Controls loan renewal options. On the Manage Patron Services > Loans tab, the Renew Selected and Renew All links, as well as the Renew row action, only display if the new privilege is enabled. If the privilege is disabled, when a loaned item is re* Scanned in the Loans tab of the Manage Patron Services page, the loan is not renewed.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    TASK_CHAIN_USER_UPDATE_USER_INFORMATION Enabled  Enables access to Update/Notify Users job in Admin menu
    TOGGLE_ACCOUNT_TYPE Enabled  Controls appearance of "Toggle account type" (external/internal) in user record.
    UPDATE_NGS_PREFERENCE Enabled  Enables next generation UI layout
    UPDATE_USER_STATISTICS_PRIVILEGE Enabled  Enables updating statistics in user record
    UPDATE_UXP_PREFERENCE Enabled  Controls the UX rollout preference.
    USER_IDENTIFIER_UPDATE Enabled  Controls the ability to edit additional identifiers for a user (does NOT affect the ability to add new identifiers or edit the primary identifier)
    USER_MANAGER_ACTIVATE Enabled  Controls the "activate" option for a user
    USER_MANAGER_ADD_ROLE Enabled  Controls ability to add roles to users
    USER_MANAGER_ADD_USER Enabled  Controls ability to create new user in Manage Users
    USER_MANAGER_ANALYTICS Enabled  N/A
    USER_MANAGER_DEACTIVATE Enabled  Controls the "deactivate" option for a user
    USER_MANAGER_DELETE_PARAMETER Enabled  Controls ability to delete parameters from users
    USER_MANAGER_DELETE_ROLE Enabled  Controls ability to delete roles from users
    USER_MANAGER_DELETE_USER Enabled  Controls ability to delete user in Manage Users
    USER_MANAGER_EMAIL Enabled  N/A
    USER_MANAGER_FULL Enabled  Enables many activities of the User Manager role
    USER_MANAGER_UPDATE Enabled  Gives access to the user record and its information (except for the user notes, which are also accessible from the patron workbench, and some tabs, e.g. fines & fees, which have their own privilege). Enables changing password for internal user * May not be relevant with IdP change * And disabling login restrictions, and user roles in the General Information tab of the user record. Enables editing the password of internal accounts where the Patron role has an expiry date that has not yet passed. Doesn't allow: adding roles, toggling user from internal to external. Removing it doesn't remove: users search, admin>manage users, editing user, changing primary ID. For the "CIRCULATION_DESK_OPERATOR” role and the "CIRCULATION_DESK_OPERATOR_LIMITED” role, see also the notes on the USER_LIST_VIEW privilege. 
    USER_MANAGER_UPDATE_EXPIRY_DATE Enabled  Controls ability to update the user's expiry date.
    USER_MANAGER_UPDATE_PASSWORD Enabled  Updating passwords for users that have roles other than Patron and sending the cloud IdP letter to users that aren't just Patrons.
    USER_MANAGER_UPDATE_ROLE Enabled  Enables editing existing user roles (doesn't affect the ability to add new roles)
    USER_MANAGER_VIEW Enabled  Enables access to user record in view only mode
    VIEW_ALL_LOAN_HISTORY Enabled  Controls whether a user can see the loans history in the returns tab.
    VIEW_DEMERITS_TAB_PRIVILEGE Disabled Controls the appearance of the demerits tab in user.
    VIEW_FINES_FEES Enabled  Enables viewing a patron's fine/fees. Controls the presentation of:
    • Visibility of the Fines/Fees tab in the User Details screen.
    • Searching by Fines/Fees in the Advanced Users search.
    • Presentation of the patron's active balance in the Manage Patron Services screen.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Disabled Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Enabled  Enables viewing operator details in user management pages
    VIEW_USER_STATISTICS_PRIVILEGE Enabled  Controls access to use statistics tab in user record (only relevant if "update user statistics" is disabled)
    WAIVE_FINES_FEES_PRIVILEGE Enabled  Enables waiving fines and fees. Disabling this privilege prevents users from being able to waive fines/fees. However, it does not prevent users from being able to add fines/fees.

    Privileges for VENDOR_ACCOUNT_MANAGER

    Privilege Default State Privilege Description
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_CONTACT_INFORMATION Enabled  Any entity that has a user in the background. Vendor, Vendor account, library etc.
    MANAGE_VENDOR_ACCOUNTS Enabled  Enables each staff member to be able to see and manage different vendor accounts in the same vendor.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    UPDATE_UXP_PREFERENCE Disabled Controls the UX rollout preference.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Disabled Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled Enables viewing operator details in user management pages

    Privileges for VENDOR_MANAGER

    Privilege Default State Privilege Description
    AUTO_USAGE_DATA_RECOMMENDATIONS Enabled  Enables the usage/edit of the recommendation type "Automatic usage data"
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    LOAD_USAGE_DATA_RECOMMENDATIONS​ Enabled  Enables the usage/edit of the recommendation type "Load usage data"
    MANAGE_CONTACT_INFORMATION Enabled  Any entity that has a user in the background. Vendor, Vendor account, library etc.
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    MANAGE_VENDOR_ACCOUNTS_GLOBALLY Enabled  N/A
    MANAGE_VENDORS Enabled  Manages vendor and vendor account. See the action edit for the Vendor.
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VENDOR_MANAGER_ANALYTICS Enabled  N/A
    VIEW_ALL_VENDORS_DATA Enabled  See vendors with all of their tabs, Links to vendor from PO line, links to vendor in Acquisitions menu, see vendors in search options.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Disabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    VIEW_OPERATOR_DETAILS_ACQ Enabled  Enables viewing operator details in acquisitions pages
    VIEW_OPERATOR_DETAILS_FULFILLMENT Enabled  Enables viewing operator details in fulfillment pages
    VIEW_OPERATOR_DETAILS_REPOSITORY Disabled  Enables viewing operator details in repository pages
    VIEW_OPERATOR_DETAILS_USER_MANAGEMENT Disabled  Enables viewing operator details in user management pages

    Privileges for VIEW_MANAGEMENT

    Privilege Default State Privilege Description
    PHYSICAL_SEARCH_LABEL_MANAGEMENT Enabled Enables libraries to choose different roles for managing labels in physical inventory searches.
    REPOSITORY_LABEL_MANAGEMENT Enabled Enables adding local labels to records in Titles search results.
    VIEW_MANAGEMENT Enabled  Controls view management in Primo

    Privileges for WORK_ORDER_OPERATOR

    Privilege Default State Privilege Description
    CHANGE_ITEM_INFO_PRIVILEGE Enabled  Controls the Change Item Information tab in scan in items
    DIGITAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) digital inventory information
    ELECTRONIC_INVENTORY_VIEW Enabled 
    • Affects the ability to view (not edit) electronic service and portfolio information (doesn't affect the ability to search for electronic inventory in the persistent search).
    • API - Retrieve list of collections / portfolios
    • API - Retrieve collection / portfolios by ID
    MANAGE_EXPORTS Enabled  Controls the "manage exports"
    PHYSICAL_INVENTORY_VIEW Enabled  Affects the ability to view (not edit) the physical item editor (doesn't affect the ability to search for physical inventory in the persistent search)
    PURCHASE_REQUEST_ON_BEHALF Disabled  Enables one user to add a purchase request on behalf of another user. The Requester field will be editable when you have this privilege. When not having this privilege, the Requester field is grayed out and the current user's name  appears.
    QUICK_DOCUMENT_DELIVERY Enabled  Enables accessing the Document Delivery page. On this page you can deliver all digital documents on the Document Delivery page  without needing to work through the complete Pick from Shelf workflow.
    TABLE_CONFIG_FULL Enabled  Relates to the configuration table. All of the access to the configuration tables (which are not code or mapping tables) needs this privilege. Acquisitions do not use this privilege.
    UPDATE_UXP_PREFERENCE Disabled  Controls the UX rollout preference.
    VIEW_LOAN_DETAILS_PRIVILEGE Disabled  When clicking on an item's process link (loan or request processes) from physical items search results, items list or item edit pages, the borrower/requester will be displayed only if the user has the VIEW_LOAN_DETAILS_PRIVILEGE privilege. If the user doesn't have this privilege, the patron name will be hidden (replaced with * marks). Other information about the process will be displayed.
    VIEW_OPERATOR_DETAILS Enabled  Controls the appearance of operator information in audit (in all sorts of places in the system: item history, user history, loan history…)
    WORK_ORDER_OPERATOR_ANALYTICS Enabled  N/A
    WORK_ORDER_PRIVILEGE Enabled  Enables send items to receiving department
    View article in the Exlibris Knowledge Center
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