Privileges for Roles in Alma
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 |
|
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) |
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 |
|
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 |
|
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 |
|
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 |
|
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.
When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):
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 |
|
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.
When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):
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 |
|
CATALOGING_CONFIGURATION | Enabled |
|
CONTRIBUTOR | Enabled |
|
DELETE_BIB | Enabled |
|
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 |
|
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.
When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):
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) |
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 |
|
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 |
|
CONTRIBUTOR | Enabled | MD Editor * Contribute templates / rules Esploro operations |
DELETE_BIB | Enabled |
|
DIGITAL_INVENTORY_VIEW | Enabled | Affects the ability to view (not edit) digital inventory information |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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.
When this privilege is disabled, users will not have the following normalization rules capabilities (DROOLS and XSL):
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) |
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 |
|
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 |
|
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 |
|
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) |
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:
|
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:
|
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:
|
COLLECTION_INVENTORY_MANAGE | Enabled |
* 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 |
|
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 |
|
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 |
|
COLLECTION_INVENTORY_DELETE | Enabled |
|
DELETE_BIB | Enabled |
|
DIGITAL_INVENTORY_VIEW | Enabled | Affects the ability to view (not edit) digital inventory information. |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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. |
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 |
|
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 |
|
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 |
|
MANAGE_DEPOSIT_PROFILE | Enabled | Enables releasing deposit from Deposit list (accessible via Resources > Approve Deposits) |
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 |
|
VIEW_DEPOSIT_PROFILE | Enabled | Enables accessing and viewing a deposit* Profile in 'Manage Deposit Profile' UI |
VIEW_DEPOSIT_PROFILES | Enabled |
|
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 |
|
DIGITAL_INVENTORY_VIEW | Enabled | Affects the ability to view (not edit) digital inventory information |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
MANAGE_DEPOSIT | Enabled |
|
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 |
|
VIEW_DEPOSIT_PROFILE | Enabled | Enables accessing and viewing a deposit* Profile in 'Manage Deposit Profile' UI |
VIEW_DEPOSIT_PROFILES | Enabled |
|
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:
|
DIGITAL_INVENTORY_VIEW | Enabled | Affects the ability to view (not edit) digital inventory information |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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 |
|
ANALYTICS_DESIGNER_ANALYTICS | Enabled | N/A |
DIGITAL_INVENTORY_VIEW | Enabled | Affects the ability to view (not edit) digital inventory information |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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:
|
ASSIGN_TO_COLLECTION | Enabled | Enables assigning titles to Collections, according to collection's library scope:
|
AUTO_MD_IMPORT_PROFILES_DIGITAL_RECOMMENDATIONS | Enabled | N/A |
COLLECTION_INVENTORY_MANAGE | Enabled |
* 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)
|
DELETE_BIB | Enabled |
|
DIGITAL_INVENTORY_MANAGE | Enabled |
|
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)
|
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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 |
|
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 |
|
DIGITAL_INVENTORY_DELETE | Enabled | Enables deletion of digital inventory:
|
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 |
|
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 |
|
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 |
---|---|---|
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 |
|
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 |
|
ELECTRONIC_INVENTORY_MANAGE | Enabled |
|
ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS | Enabled | N/A |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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 |
|
ELECTRONIC_INVENTORY_MANAGE | Enabled |
|
ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS | Enabled | N/A |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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 |
|
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) |
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 |
|
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) |
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 |
|
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) |
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 |
|
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 |
|
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 |
|
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) |
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 |
|
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 |
|
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 |
|
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) |
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 |
|
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:
|
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 |
|
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) |
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_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 |
|
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_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 |
|
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_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 |
|
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) |
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 |
|
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) |
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 |
|
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) |
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).
|
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 |
|
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).
|
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 |
|
|
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 |
|
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 |
|
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 |
|
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 |
---|---|---|
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:
|
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 |
|
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) |
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_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).
|
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:
|
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 |
|
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_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 |
|
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 |
|
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. |
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).
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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).
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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 |
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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 |
---|---|---|
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 |
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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 |
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DIGITAL_INVENTORY_VIEW | Enabled | Affects the ability to view (not edit) digital inventory information |
ELECTRONIC_INVENTORY_VIEW | Enabled |
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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 |
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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 |
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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. |
REPOSIT_ADMIN | Enabled |
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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:
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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 |
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DELETE_IE | Enabled | Rosetta Related |
DIGITAL_INVENTORY_MANAGE | Enabled |
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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 |
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ELECTRONIC_INVENTORY_OPERATOR_ANALYTICS | Enabled | N/A |
ELECTRONIC_INVENTORY_VIEW | Enabled |
|
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) |
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 |
|
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 |
|
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. |
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). |
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). |
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 |
|
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).
|
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).
|
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 |
|
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. |
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 |
|
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 |
|
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 |
|
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) |
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 |
|
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) |
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:
|
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 |
|
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) |
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 |
|
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) |
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 |
---|---|---|
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 |
|
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 |