ERM Admin supplement

2021March05 - Amy met with Jesse/Liisa/Emma.  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
• 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
• 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): 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 supplement

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
• 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, edit and delete usage data providers and COUNTER reports
• 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

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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)

• 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
• ermusage user
• ermusage view
• 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: 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
• 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: View
• Organizations: View, edit
• Organizations: 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