Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Managing User Roles

    Translatable
    To manage user roles, you must have one of the following roles:
    • User Manager
    • User Administrator
    For convenience, circulation desk operators can be deleted, exported, or imported by running batch jobs (see Running Manual Jobs on Defined Sets).

    Adding Roles to Users

    You add a role to a user by:
    • Configuring role assignment rules that add roles automatically to a newly created user (see Adding Users and Configuring Role Assignment Rules) based on their job category, user group, or some other criteria.
    • Selecting a role profile, as described below.
    • Selecting roles individually, as described below.
    You manage roles in the User Roles area on the General Information tab of the User Details page (Administration > User Management > Find and Manage Users; click Actions > Edit in the row actions list).
    User Roles Area
    To add roles to a user:
    1. In the User Roles area on the User Details page, add roles using one of the following methods:
      • Manually select roles for the user: Click Add Role. The Add New Roles page appears.
        Add New Roles Page
        For the description of the roles that can be configured for users, see User Roles – Descriptions and Accessible Components.
        Select the roles you want to assign to the user and click Add Role. If you select a single role, the User Roles Details page appears. See Editing Roles Assigned to Users. If you selected multiple roles, the roles are added to the user.
      • Add roles using a profile: Click Add from Profiles. The Profiles List page appears.
        Profiles List Page
        The Profiles List page displays the defined role profiles (pre-defined by a system administrator; see Configuring Role Profiles).
        Select the required role profiles and click Select. All roles associated with the selected profiles are added to the user.
    2. Click Save. Roles that require additional configuration (such as selecting a scope) are inactive until you edit them; see Editing Roles Assigned to Users.

    Editing Roles Assigned to Users

    You can activate or deactivate ra user's roles, and you can change a user role's scope. When multiple roles are added all at once to a user (see Adding Roles to Users), roles that require additional configuration (such as selecting a scope) remain inactive until they are edited.
    To edit a role assigned to a user:
    1. In the User Roles area on the User Details page (Administration > User Management > Find and Manage Users; click Actions > Edit in the row actions list), click the role or select Actions > Edit in the row actions list. The User Roles Details page appears.
      User Roles Details Page
    2. Edit the required information.
      Role Information Fields
      Field Description
      Role name The name of the role.
      Scope This field is mandatory, even though the field appears without a red asterisk.
      • For roles that always apply to the entire institution, the scope is set to the institution and cannot be changed.
      • For roles set on the library/campus level, select the campus/library (or the institution, if it is available) to which the role applies.
      After selecting the scope, some roles require additional information in the Role Parameters section, such as a service unit or configuration desk. Select the required values for these parameters, as described in User Roles – Descriptions and Accessible Components.
      To add multiple libraries/campuses, add the role to the user multiple times, selecting a different library/campus each time.
      If you reduce a user's scope to library-level from institution-level, or remove a library-level scope from a user, the user can no longer manage those entities that are assigned to him/her but are now out of scope.
      Status Select whether the role is active or inactive.
      Expiry date The date after which the role becomes inactive.
    3. Click Save Role. The role is saved.
    4. Click Save. The user details are saved.
    If the scope is properly set for a role, you can activate or deactivate a role by selecting the checkmarkslider in the User Roles area on the User Details page.

    Removing Roles from Users

    You can remove roles assigned to a user.
    To remove roles from users:
    1. In the User Roles area on the User Details page (Administration > User Management > Find and Manage Users; click Actions > Edit in the row actions list) , click the role or select Actions > Delete in the row actions list or select the roles and click Remove Selected. A confirmation dialog box appears.
    2. Click Confirm in the confirmation dialog box. The roles are removed.
    3. Click Save. The user details are saved.

    User Roles – Descriptions and Accessible Components

    The following table describes the roles that can be configured for users and the Alma components that each user role can access. All users can search (see Searching in the RepositorySearching in Alma), view certain widgets (see Managing WidgetsManaging Widgets), and potentially view analytics information in a link or widget (see Running Analytics Reports and Displaying Them in Alma). For the list of roles managed at the library level, see Roles Managed at the Library Level.
    User roles (actually, the internal privileges associated with the roles) determine not only which pages a user can access, but often the fields, options, jobs, or actions that the user can perform on these pages. Unfortunately it is not possible to present here an extensive and exact list of every option and action available on each Alma page for each role. See the respective areas in the documentation for the roles required to access each page and, in some cases, perform a specific action on the page. Additional information is provided in the Roles Report and Privileges Report.
    User Roles
    Module Role Accessible Components Description Scope
    User Management User Administrator ADMINISTRATION:
    • Find and Manage Users
    • Purge User Records
    • Loan Desk/Department Operators
    • User Management Configuration – Configuration Menu
    Manages all aspects of user management, including configuration aspects such as setting up and running user synchronization actions. Institution
    User Manager RESOURCE MANAGEMENT:
    • Manage Exports
    ADMINISTRATION:
    • Find and Manage Users
    Manages user information, such as roles, blocks, and contact information. Institution
    Acquisitions Acquisitions Administrator ACQUISITIONS:
    • Exchange Rates Report
    • Configuration Menu
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages acquisitions configurations, such as PO review rules, reporting codes, and running acquisitions related jobs. Institution
    Fiscal Period Manager RESOURCE MANAGEMENT:
    • Manage Exports
    Manages copy ledger, rollover jobs, and editing of fiscal period tables when assigned in conjunction with the Acquisitions Administrator role. Institution
    Fund Manager ACQUISITIONS:
    • Funds and Ledgers
    • Transfer Funds
    • Move Funds in Hierarchy
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages all fund-related actions, including allocations and transactions, creating, updating, and closing funds. Institution / Library
    Fund-Ledger Viewer ACQUISITIONS:
    • Funds and Ledgers
    Views funds and ledgers only. Institution / Library
    Invoice Manager ACQUISITIONS:
    • Search for Invoice
    • Create Invoice
    • Receiving and Invoicing – Review
    • Receiving and Invoicing – Approve
    • Waiting for Payment
    • Vendors
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages invoice creation, review and approval activities, and assigning invoices to other operators. Institution / Library
    Invoice Operator ACQUISITIONS:
    • Search for Invoice
    • Create Invoice
    • Receiving and Invoicing – Review
    • Waiting for Payment
    • Vendors
    RESOURCE MANAGEMENT:
    • Manage Exports
    Creates, edits, and reviews invoices. Institution / Library
    Invoice Operator Extended ACQUISITIONS:
    • Receiving and Invoicing – Delete Invoice
    Can delete invoices.
    Must be combined with Invoice Operator.
    Institution / Library
    Ledger Manager ACQUISITIONS:
    • Funds and Ledgers
    • Transfer Funds
    • Move Funds in Hierarchy
    RESOURCE MANAGEMENT:
    • Manage Exports
    Enables creating and editing ledgers, adding funds and allocations, performing transactions, and updating ledgers and funds. Institution / Library
    License Manager ACQUISITIONS:
    • Licenses
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages activities related to licenses and license amendments. Institution
    Purchasing Manager ACQUISITIONS:
    • All Purchase Order Lines, Purchase Order, and Import Processing options, except Delete PO
    • Vendors
    • Funds and Ledgers
    • Licenses
    • Exchange Rates Report
    • Patron Driven Acquisition (PDA)
    RESOURCE MANAGEMENT:
    • Manage Exports
    • Community Zone Updates Task List
    • Start New Import
    • Monitor and View Imports
    • Resolve Import Issues
    ADMINISTRATION:
    • Monitor Jobs
    Manages authoritative purchasing operations, such as reviewing and approving POs, activating electronic resources, assigning PO lines to purchasing operators, and linking licenses to PO lines. Can also view vendor data, ledgers and funds, and invoices. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution / Library
    Purchasing Operator ACQUISITIONS:
    • All Purchase Order Lines and Import Processing options, except Delete PO
    • Package
    • Purchase Order – Review
    • Vendors
    • Funds and Ledgers
    • Licenses
    • Exchange Rates Report
    • Patron Driven Acquisition (PDA)
    RESOURCE MANAGEMENT:
    • Manage Exports
    • Community Zone Updates Task List
    • Start New Import
    • Monitor and View Imports
    • Resolve Import Issues
    ADMINISTRATION:
    • Monitor Jobs
    Manages all purchasing operations, including creating, reviewing, and updating PO lines, managing electronic resources, and linking licenses to PO lines. Can also view vendor data, ledgers and funds, and invoices. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution / Library
    Purchasing Operator Extended ACQUISITIONS:
    • Delete PO
    Can delete PO lines.
    Must be combined with Purchasing Operator.
    Institution
    Receiving Operator ACQUISITIONS:
    • Receiving and Invoicing – Receive
    • Receiving Department Items
    • Scan in Items
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages the arrival of both physical and electronic purchased items, and can delete orders. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    You must assign a service unit when configuring this role.
    Institution / Library
    Receiving Operator Limited ACQUISITIONS:
    • Receiving and Invoicing – Receive
    • Receiving Department Items
    • Scan in Items
    RESOURCE MANAGEMENT:
    • Manage Exports
    Has Receiving Operator privileges, but cannot delete orders. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    You must assign a service unit when configuring this role.
    Institution / Library
    Selector ACQUISITIONS:
    • Search for PO Line
    • Manage Trials
    • Search for Invoice
    • Receiving and Invoicing – Review
    • Vendors
    • Funds and Ledgers
    • Licenses
    • Manage Purchase Requests
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages selecting new resources for acquisition. Institution
    Selector Extended ACQUISITIONS:
    • Delete Purchase Requests
    Deletes purchase requests. Institution
    Trial Manager ACQUISITIONS:
    • Search for PO Line
    • Manage Trials
    Manages electronic resource trials and evaluations as part of preprocessing for acquisitions, and manages the Trial Operator. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution
    Trial Operator ACQUISITIONS:
    • Search for PO Line
    • Manage Trials
    Manages electronic resource trials and evaluations as part of preprocessing for acquisitions. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution
    Trial Participant NONE An individual invited to participate in an electronic resource trial. Institution
    Usage Data Operator For future use Institution
    Vendor Manager ACQUISITIONS:
    • Vendors
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages all aspects of vendor records. Institution / Library
    Fulfillment Circulation Desk Manager RESOURCE MANAGEMENT:
    • Manage Exports
    FULFILLMENT:
    • Courses
    • Reading Lists
    Manages circulation desk actions, such as loans, returns, and renewals, with block override options; can add, edit, and delete request notes, change due and return dates, add and remove blocks, mark items as lost, and change items.
    You must assign a circulation desk when configuring this role.
    To configure this role for multiple circulation desks in the same scope, assign the desks as multiple parameters in the same role.
    Library
    Circulation Desk Operator FULFILLMENT:
    • Courses
    • Reading Lists
    Manages circulation desk actions, such as loans, returns, and renewals; can add, edit, and delete notes, change due and return dates, mark items as lost, handle fines and fees, and perform offline circulation.
    You must assign a circulation desk when configuring this role.
    To configure this role for multiple circulation desks in the same scope, assign the desks as multiple parameters in the same role.
    Library
    Circulation Desk Operator – Limited FULFILLMENT:
    • Courses
    • Reading Lists
    Has Circulation Desk Operator privileges, but cannot perform deletion activities.
    You must assign a circulation desk when configuring this role.
    Library
    Course Reserves Manager RESOURCE MANAGEMENT:
    • Manage Exports
    FULFILLMENT:
    • Courses
    • Reading Lists
    Manages reserve and reading list assignments. Institution / Library
    Course Reserves Operator RESOURCE MANAGEMENT:
    • Manage Exports
    FULFILLMENT:
    • Courses
    • Reading Lists
    Works with course reserves to create reading lists and move requests. Institution / Library
    Fulfillment Administrator RESOURCE MANAGEMENT:
    • Manage Exports
    FULFILLMENT:
    • Create Fulfillment Sets
    • Bulk Change Due Dates
    • View Restore Request Jobs
    • View Overdue and Lost Loan Jobs
    • Close Lost Loans Jobs
    • Transfer Requests
    • Configuration Menu
    ADMINISTRATION:
    • Load Desk/Department Operators
    Manages fulfillment-related configurations, such as policies, terms of use, fulfillment units, and circulation desks. Institution
    Fulfillment Services Manager RESOURCE MANAGEMENT:
    • Manage Exports
    FULFILLMENT:
    • Approve Digitization Requests
    • Monitor Requests & Item Processes
    • Reading Lists
    • Items Requiring Action
    Manages the library’s authoritative fulfillment service actions, such as course reading list assignments, assigns digitization requests, and assigns and handles resource sharing requests. Institution / Library
    Fulfillment Services Operator RESOURCE MANAGEMENT:
    • Manage Exports
    FULFILLMENT:
    • Monitor Requests & Item Processes
    • Courses
    • Reading Lists
    • Items Requiring Action
    Manages the library's fulfillment services related to course reserves and reading lists, as well as move requests.
    You must assign a service unit when configuring this role.
    Institution / Library
    Instructor Does not operate with Alma directly. Creates and manages reading lists using Leganto. Institution / Library
    Patron USER MANAGEMENT:
    • User Details - Fines/Fees tab
    Receives services from the specified library (if the institution is specified, the patron receives services from all libraries in the institution). Services include receiving loans, placing requests for physical items, and digitization of items. Institution / Library
    Requests Operator RESOURCE MANAGEMENT:
    • Manage Sets
    • Manage Exports
    FULFILLMENT:
    • Monitor Requests & Item Processes
    • Create Fulfillment Sets
    • Items Requiring Action
    ADMINISTRATION:
    • Run a Job
    • Monitor Jobs
    Manages the request fulfillment steps, including creating requests, picking up items from shelves, and placing items in transit and on hold shelves.
    You must assign a circulation desk when configuring this role.
    Library
    Resource Sharing Partners Manager FULFILLMENT:
    • Partners
    • Rota Templates
    Manages resource sharing partners, to define the types of communication available between Alma and the resource sharing system. Also manages rota templates, to enable attaching a group of partners to a resource sharing request. Institution / Library
    Work Order Operator ACQUISITIONS:
    • Receiving Department Items
    • Scan In Items
    • Licenses
    RESOURCE MANAGEMENT:
    • Manage Exports
    Manages internal library requests, such as digitization activities.
    You must assign a service unit when configuring this role.
    Institution / Library
    Inventory Collection Inventory Operator RESOURCE MANAGEMENT:
    • Manage Top Level Collections
    Can create and edit any sub-collection and move sub-collections between parent collections. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution / Library
    Collection Inventory Operator Extended RESOURCE MANAGEMENT:
    • Manage Top Level Collections
    Can create and edit top level collections, delete top level and sub-collections, and elevate a sub-collection to a top-level collection. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution / Library
    Deposit Manager RESOURCE MANAGEMENT:
    • Deposit Profiles
    • Deposit Return Reasons
    • Deposit Decline Reasons
    • Patron Deposit Templates
    Manages deposit configuration. For more information, see Configuring Deposits. Institution / Library
    Deposit Operator RESOURCE MANAGEMENT:
    • Search Deposits
    • Approve Deposits
    • Staff-Mediated Deposits
    Approves deposits. For more information, see Deposit. Institution / Library
    Deposit Operator Extended RESOURCE MANAGEMENT:
    • Search Deposits
    • Approve Deposits
    • Staff-Mediated Deposits
    Approves and declines deposits. For more information, see Deposit. Institution / Library
    Digital Inventory Operator RESOURCE MANAGEMENT:
    • Manage Sets
    • Manage Exports
    • Add Digital Representation
    ADMINISTRATION:
    • Run a Job
    • Monitor Jobs
    Manages the institution’s digital inventory, including adding digital representations to the repository, running and monitoring processes, and creating and managing sets.When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    The Metadata Types are not functional.
    Institution / Library
    Digital Inventory Operator Extended RESOURCE MANAGEMENT:
    • Delete Digital Inventory
    Can delete digital inventory. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    Must be combined with Digital Inventory Operator.
    Institution / Library
    Electronic Inventory Operator RESOURCE MANAGEMENT:
    • Manage Sets
    • Add Local Electronic Collection
    • Add Local Portfolio
    • Manage Electronic Resource Activation
    Manages the institution’s electronic inventory, including adding local electronic collections, and local portfolios, managing electronic resource activation, and creating and managing sets. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution
    Electronic Inventory Operator Extended RESOURCE MANAGEMENT:
    • Delete Electronic Inventory
    Can delete electronic inventory. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    Must be combined with Electronic Inventory Operator.
    Institution / Library
    Physical Inventory Operator RESOURCE MANAGEMENT:
    • Manage Exports
    • Add Physical Item
    Adds inventory records to the repository for the library and/or institution’s print materials, and creates and manages sets.
    A user cannot perform the following functions for libraries outside his or her defined scope: edit or withdraw an item from the physical items search results, or edit, withdraw, duplicate, toggle missing, open predicted items, or bind items from the Items List page. A role's scope has no effect on physical inventory manipulation performed by a batch job. As a result, at an institution level, you must ensure that the physical item changing jobs are run only by users with higher privileges. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    Institution / Library
    Physical Inventory Operator Extended RESOURCE MANAGEMENT:
    • Delete Physical Inventory
    Can delete physical inventory. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record.
    Must be combined with Physical Inventory Operator.
    Institution / Library
    Repository Administrator RESOURCE MANAGEMENT:
    • Manage Exports
    • Configuration Menu
    Manages institution and library configurations related to inventory. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution / Library
    Repository Manager RESOURCE MANAGEMENT:
    • Manage Sets
    • Manage Exports
    • Community Zone Updates Task List
    • Manage Electronic Resource Activation
    ADMINISTRATION:
    • Run a Job
    • Monitor Jobs
    Manages authoritative inventory-related actions, including adding, editing and deleting notes, creating and removing blocks, managing inventory operators, assigning e-resource activation to operators, managing inventory, managing repository jobs, and adding, editing, deleting, and linking inventory in the MD Editor. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution / Library
    Catalog Catalog Administrator RESOURCE MANAGEMENT:
    • Manage Sets
    • Manage Exports
    • All Cataloging Options
    • Manage Electronic Resource Activation
    • Start New Import
    • Monitor and View Imports
    • Resolve Import Issues
    • Configuration Menu
    ADMINISTRATION:
    • Run a Job
    • Monitor Jobs
    Manages administrative aspects of catalog management, including cataloging configuration; can perform cataloging activities for bibliographic and holdings records, including adding and monitoring import/export processes and creating and managing sets. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution
    Catalog Manager RESOURCE MANAGEMENT:
    • Manage Sets
    • Manage Exports
    • All Cataloging options
    • Manage Electronic Resource Activation
    • Start New Import
    • Monitor and View Imports
    • Resolve Import Issues
    ADMINISTRATION:
    • Run a Job
    • Monitor Jobs
    Manages the institution's catalog records, including cataloging activities for bibliographic and holdings records, adding and monitoring import/export processes, and creating and managing sets. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution
    Cataloger RESOURCE MANAGEMENT:
    • Manage Sets
    • All Cataloging options
    Performs cataloging activities for bibliographic and holdings records only, and creates and manages sets. When deleting the last item associated with a bibliographic record, can also delete that bibliographic record. Institution
    Cataloger Extended RESOURCE MANAGEMENT:
    • Delete Records
    • Manage Authorities
    Manages bibliographic records, holdings, and authority records. Can perform deletion on Cataloger activities.
    Must be combined with Cataloger.
    Institution
    Miscellaneous API Analytics Read Enables an external application to call the retrieve Analytics Object as XML Web service. For details on this Web service, see https://developers.exlibrisgroup.com/alma/apis/soap/analytics. Institution
    API Fulfillment Read Enables reading Alma fulfillment tables when using the Alma Software Development Kit (SDK). For details on APIs, see: Institution
    API Fulfillment Write Enables an external application to call all the fulfillment Web services. For details on APIs, see: Institution
    API Infra Read Enables an external application to call the Infra API. For details on APIs, see: https://developers.exlibrisgroup.com/alma/apis Institution
    API Label Printing Read Enables creating a physical item label for printing when using the Get Label for Printing Web service. For details, see https://developers.exlibrisgroup.com/alma/apis/soap/bib. Institution
    API Resource Management Read Enables an external application to call the Publishing MARC by MMS Id APIs. For details on APIs, see:
    https://developers.exlibrisgroup.com/alma/apis
    Institution
    API User Information Read Enables an external application to call the Get User Details Web service, supplying the user name and password of a user with this role. For details on the user management Web services, refer to https://developers.exlibrisgroup.com/alma/apis/soap/user. Institution
    API User Information Write Enables an external application to call all user management Web services, supplying the user name and password of a user with this role. For details on the user management Web services, refer to https://developers.exlibrisgroup.com/alma/apis/soap/user. Institution
    Designs Analytics RESOURCE MANAGEMENT:
    • Manage Exports
    ADMINISTRATION:
    • All Analytics options
    Enables creating, revising, and updating Alma Analytics, and exposing analytics to other staff operators Institution
    Discovery - Admin For future use Institution
    General System Administrator ACQUISITIONS:
    • Exchange Rates Report
    • Configuration Menu
    RESOURCE MANAGEMENT:
    • Manage Exports
    • Configuration Menu
    FULFILLMENT:
    • Create Fulfillment Sets
    • Bulk Change Due Dates
    • View Restore Request Jobs
    • View Overdue and Lost Loan Jobs
    • Configuration Menu
    ADMINISTRATION:
    • All Processes and Sets options
    • Find and Manage Users
    • Load Desk/Department Operators
    • User Management Configuration – Configuration Menu
    • General Configuration – Configuration Menu
    • Monitor Jobs
    • Run a Job
    Overall manager of all Alma system configurations. Institution
    Letter Administrator ADMINISTRATION:
    • General Configuration – Configuration Menu
    Manages letter configurations, such as Letter Activity and Letter processes. Institution
    SDK Write Enables writing and updating Alma tables when using the SDK (Alma Software Development Kit) for APIs. Institution

    Managing Circulation Desk Operators

    You can add or remove circulation desk related roles for circulation desk users in bulk. For example, you can export a list of existing users assigned to a circulation desk, modify the list, and re-import it into Alma to streamline role assignment. This is useful when managing a high turnover of part time or temporary student workers in the library.
    Before removing or adding circulation desk roles in bulk, you must prepare a file containing the affected users and roles. For details of the structure of the file, see step 4, below.
    The roles you can add or remove from circulation desk users are:
    • Circulation Desk Operator
    • Circulation Desk Operator Limited
    • Circulation Desk Manager
    • Request Operator
    You perform these operations on the Load Desk Operators page (Administration > User Management > Load Desk/Department Operators).
    Load Desk Operators Page
    To manage circulation desk operators:
    1. On the Load Desk Operators page , click Add Job. The Add Job page appears.
      Add Job Page
    2. Select the type of operation:
      • Delete - Import a file containing the list of users from which to remove circulation desk roles.
      • Import - Import a file containing the list of users to which to add circulation desk roles.,
      • Export - Export a file containing the circulation desk-related roles of users at one circulation desk. Use this file as a template to create a file for adding or deleting these roles from a list of users (the other options).
      The page refreshes with different fields according to your selection.
    3. For the operations Delete or Import, the File name field appears. Browse for the file to import. To create the .xls file required for adding or deleting roles from users, first do an export, change the file as required, and then do an import or delete. The file must continue to be a .xls file (.xlsx is not supported). See step 4.
      For the operation Export, the Library field appears. Select the library. The Desk field appears. Select the circulation desk.
    4. For the operations Delete or Import, click Update. The file is uploaded and the roles are added/removed from the indicated users.
      For the operation Export, click Export. The file is exported to a .xls file with a single sheet. The first row of the file is a header. There is one row for each role assigned to a user (so a single user may have be associated with multiple rows in the file). The columns are:
      • User Identifier - The user primary ID
      • Role Type - The role code. One of CirculationDeskOperator, CirculationDeskOperatorLimited, CirculationDeskManager, or RequestOperator.
      • Library Code
      • Expiry Date - The expiry date for the role, if any.
      • Desk Code
      Circulation desk operators export.png
      Details about the job appear on the page.
    5. Click Back to return to the Load Desk Operators page. For more information about monitoring jobs, see Viewing Running Jobs and Viewing Completed Jobs.

    Roles Managed at the Library Level

    The following roles can be managed at the library level:
    • Circulation Desk Manager
    • Circulation Desk Operator
    • Circulation Desk Operator - Limited
    • Collection Inventory Operator
    • Collection Inventory Operator Extended
    • Course Reserves Manager
    • Course Reserves Operator
    • Deposit Manager
    • Deposit Operator
    • Deposit Operator Extended
    • Digital Inventory Operator
    • Digital Inventory Operator Extended
    • Electronic Inventory Operator
    • Electronic Inventory Operator Extended
    • Fulfillment Services Manager
    • Fulfillment Services Operator
    • Instructor
    • Invoice Manager
    • Invoice Operator
    • Patron
    • Physical Inventory Operator
    • Physical Inventory Operator Extended
    • Purchasing Manager
    • Purchasing Operator
    • Receiving Operator
    • Receiving Operator Limited
    • Repository Administrator
    • Repository Manager
    • Requests Operator
    • Resource Sharing Partners Manager
    • Vendor Manager
    • Work Order Operator