Page History

2021March05 - Amy met with Jesse/Liisa/Emma.  Jesse says the Search E-resources feature and ERM Comparisons aren't something CUL is using.  eUsage isn't being used either but they want to play with it.  I'm told EDI stuff is part of Organizations and is currently being built out.

ERM Admin supplement

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

E-Resources High Level (in the training instance)

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
• Inventory: View instance records being suppressed for staff
• Inventory: View instances, holdings, and items
• 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

...

• Agreements: Delete agreements
• Agreements: Edit agreements
• Agreements: Search & view agreementsAgreements: 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
• ermusage all
• Find Agreement Plugin: Search agreements
• Find License Plugin: Search licenseseUsage: 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, create
• Organizations: View, edit, delete
• Settings (Agreements): Can view and edit general 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): configure root proxy settingeholdings): Can create, edit, view, and delete access status types
• Settings (eUsageeholdings): Can create, edit, view and edit settings, and delete custom labels
• Settings (eHoldings): configure root proxy setting
• Settings (Licenses): Manage license terms
• Settings (Licenses): Manage pick lists and values
• Settings (notes): display list of settings pagesSettings (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)

• Can 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:
• Agreements: Delete agreements
• Agreements: Edit agreements
• Agreements: Search & view agreementsAgreements: 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
• ermusage all
• ermusage user
• ermusage view
• eUsageeHoldings: 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: Assign acquisition units to new order
• Orders: Check-in items
• Orders: Create order lines
• Orders: Create orders
• Orders: Delete order lines
• Orders: Edit order lines
• Orders: Edit orders
• 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
• 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.

• Orders: Manage acquisition units
• Orders: Receive items
• Orders: Remove orders
• Orders: View order lines
• Orders: View orders
• Organizations: Interface usernames and passwords: view
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: ViewOrganizations: View, editOrganizations: View, edit, create
• Organizations: View, edit, delete
• Settings (Agreements): Can view and edit settings
• Settings (eUsage): Can view and edit settings
• Settings (My profile): Can change your local password
• Settings (Organizations): Can view and edit settings
• UI: eHoldings module is enabled
• UI: eUsage module is enabled
• UI: Orders module is enabled
• Users: Can edit user profile
• Users: Can send create/reset password link
Users: Can view user profile

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