ERM Admin supplement

2021March05 - Amy met with Jesse/Liisa/Emma.  Jesse says the Search E-resources feature isn't something CUL is using.  eUsage isn't being used either but they want to play with it.

ERM Admin staff 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

ERM User supplement

2021March05 - Amy met with Jesse/Liisa/Emma.   Jesse says the Search E-resources feature isn't something CUL is using.  eUsage isn't being used either but they want to play with it.

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
• 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