Page History

...

• Agreements: Edit agreements
• Agreements: Search & view agreements
• eHoldings: Can create and delete custom packages and titles
• eHoldings: Can edit providers, packages, titles detail records
• eHoldings: Can select/unselect packages and titles to/from your holdings
• eHoldings: Can view providers, packages, titles detail records
• Find Agreement Plugin: Search agreements
• Find License Plugin: Search licenses
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: View, edit, create
• Organizations: View, edit, delete

E-Resources High Level (obsolete)

This is in Training but is going away. The e-resources team is already live in FOLIO production.  How does this training instance compare to the two production sets?  Cleanup/tweaks in production may be needed.

...

Organizations

...

ERM Administration (in production FOLIO - will be replaced with what we've developed in Training)

• Agreements: Delete agreements
• Agreements: Edit agreements
• Agreements: Search & view agreements
• Agreements: Search & view e-resources
• eHoldings: Can create and delete custom packages and titles
• eHoldings: Can edit providers, packages, titles detail records
• eHoldings: Can select/unselect packages and titles to/from your holdings
• ermusage all
• eUsage: Can view usage data providers and COUNTER reports
• Licenses: Delete licenses
• Licenses: Edit licenses
• Licenses: Search & view licenses
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders: View order lines
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: View, edit, delete
• Settings (Agreements): Can view and edit settings
• Settings (Agreements): Manage agreement supplementary properties
• Settings (Agreements): Manage pick lists and values
• Settings (eHoldings): Can create, edit, and view knowledge base credentials
• Settings (eHoldings): configure root proxy setting
• Settings (eUsage): Can view and edit settings
• Settings (Licenses): Manage license terms
• Settings (Licenses): Manage pick lists and values
• Settings (notes): display list of settings pages
• Settings (Organizations): Can view and edit settings
• Settings (Tags): display list of settings pages
• UI: eHoldings module is enabled
• UI: eUsage module is enabled
• UI: ui-notes module is enabled

ERM User (in production FOLIO - will be replaced with what we've developed in Training)

...

Interface User

Linda Miller works with the Organizations interface.  Perhaps other non-ERM staff will need to do this as well.

...

• Organizations: Interface usernames and passwords: view

...

• , edit, create, delete
• Organizations: View

...

• , edit

...

• ,

...

• create
• Organizations: View, edit, delete

...