Page History

ERM Admin

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

• 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
• eUsage: Can view, create and edit usage data providers and COUNTER reports
• 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): 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 valuesSettings (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
• Can enable or disable tags for all apps
• settings.notes.UI: ui-notes module is enabled

ERM User supplement

ERM User staff 2021March05 - Amy met with Jesse/Liisa/Emma.  ERM users 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

...

• 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

...

• 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.

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MOST OF THE STUFF BELOW WILL BE GOING AWAY.

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
• 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)

• 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)

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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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