Page History

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• Agreements: Delete agreements
• Agreements: Edit agreements
• Agreements: Search & view e-resources
• Dashboard: Manage dashboard
• 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
• Find Agreement Plugin: Search agreements
• Find License Plugin: Search licenses
• Licenses: Delete licenses
• Licenses: Edit licenses
• Licenses: Search & view licenses
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: View, edit, create
• Organizations: View, edit, delete
• Settings (Agreements): Can view and edit general settingsSettings (Agreements): Can view and edit settings
• Settings (Agreements): Manage agreement supplementary properties
• Settings (Agreements): Manage pick lists and values
• Settings (Data import): Can view only
• Settings (eHoldings): Can create, edit, and view knowledge base credentials
• Settings (eholdings): Can create, edit, view, and delete access status types
• Settings (eholdings): Can create, edit, view, and delete custom labels
• Settings (eHoldings): configure root proxy setting
• Settings (Licenses): Manage license terms
• Settings (Licenses): Manage pick lists and valuesSettings (notes): display list of settings pages
• Settings (Organizations): Can view and edit settings
• Settings (Tags): display list of settings pagesCan enable or disable tags for all apps
• settings.notes.enabled

ERM User supplement

ERM User staff will use this set in addition to an acq set and the view-only set.

• Agreements: Edit agreements
• Agreements: Search & view agreements
• Dashboard: Manage dashboard
• 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
• eUsageeHoldings: Can view providers, create, edit and delete usage data providers and COUNTER reportspackages, 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
• UI: eHoldings module is enabled
• UI: eUsage module is enabled

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.

• Agreements: Delete agreements
• Agreements: Edit agreements
• Agreements: Edit e-resources
• 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
• Find License Plugin: Search licenses
• Inventory: View instance records being suppressed for staff
• Inventory: View instances, holdings, and items
• 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: Edit order lines
• Orders: Edit orders
• Organizations: Assign acquisition units to new organization
• Organizations: Interface usernames and passwords: view
• Organizations: View, edit
• Settings (eholdings): Can create, edit, view, and delete access status types
• Settings (eholdings): Can view access status types
• Settings (Orders): Can view and edit settings
• UI: eHoldings module is enabled
• UI: eUsage module is enabled
• UI: Orders module is enabled
• UI: ui-notes module is enabled

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

• Settings (Data import): Can view only

Organizations Interface User

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

• 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)

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• create
• Organizations: View, edit, delete

EUsage Admin

Jesse Koennecke requested this for some of his staff.  Seems to be new with Kiwi.  3/3/2022

• eUsage: All permissions
• Settings (Data import): Can view only
• Settings (eUsage): Display list of settings pages
• UI: eUsage module is enabled

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