Contents

Technical Documentation

A detailed breakdown of all Permission Sets can be found here: Detailed Permission Sets

All Areas

Permission NameTypeDescription
Delete User Profile

EXTENDED

Adds the ability to delete user records. 

HIDDEN - All orders-stroage pieces perms

EXTENDED

Add the hidden permission: All orders-storage pieces perms; Allows for the viewing of POs on Holding records.

Student Supervisor

PRUPOSED

  • Permissions - Can create permission sets, view permissions and assign permissions
  • Service Points - Can assign to users.

User administration

STAFF

  • Users - Can Create, Edit
  • Permissions - Can create permission sets, view permissions and assign permissions
  • Settings - Can manage address types, comment types, blocks, and custom fields
  • Fins and Fees - Can view, create, modify, pay and forgive fines/fees

Access Services

Permission NameTypeDescription

Access Services Staff

STAFF

  • Circulation - Check-in & check-out items, backdate items, modify due date, override zero Loan periods and override patron blocks
  • Fines and Fees - Can view, create, modify, pay and forgive fines/fees
  • Inventory - Can create items, Delete items (holdings and item records), Fast add
  • Requests - Can create, edit and cancel requests
  • Users - Can mark loans as Claims returned and missing
  • Can access the Circulation Log
  • Can mark items as Unavailable 

Access Services Administrator

STAFF

All permissions provided in Access Services Staff plus:

  • Inventory - can mark items as: Intellectual item, Long missing, Restricted, Unavailable, Unknown and Withdrawn
  • Can view and modify settings related to Access Services
  • Users - can create/edit users and assign service points
  • Can mark items as Unavailable 
RMC and LTS Circulation

STAFF

  • Circulation - Check-in & check-out items
  • Inventory - Can view inventory items
  • Notes - can create, edit and delete notes
  • Requests - Can create, edit and cancel requests
  • Users - Can mark loans as Claims returned and missing
Access Services Student

STUDENT

  • Circulation - Check-in & check-out items, backdate items, modify due date, override zero Loan periods and override patron blocks
  • Fines and Fees - Can view fines/fees
  • Inventory - Can view inventory items
  • Requests - Can create, edit and cancel requests
  • Users - Can mark loans as Claims returned and missing
  • Can view the Circulation Log
Access Services Student 2

STUDENT

All permissions provided in Access Services Student plus:

  • Can change due dates
  • Notes - Can create item notes
  • Fines and Fees - Can pay open fine/fees
  • Users - Can mark loans as Claims returned and missing
  • Can renew items through an override
Access Services Student 3

STUDENT

All permissions provided in Access Services Student 2 plus:

  • Can mark items as missing
Access Services Mark as Unavailable

EXTENDED

can mark items in inventory as unavailable
Access Services Override Non-Circ

EXTENDED

Add the ability for a user to override item blocks.
Item Notes Editor

EXTENDED

Add the ability to create and edit item notes

*Extended permission sets extend base functionality; A base permission set must also be assigned.

Accounting / FBO 

Permission NameTypeDescription
Accounting Fund Manager

STAFF

  • Finance - Create allocations, create transfers, execute fiscal year rollover and manually release encumbrances
  • Invoices - View, create/edit, pay and approve invoices and invoice lines.
  • Orders - Update encumbrances, view related invoice and invoice lines.

Accounting Fund Manager Admin

STAFF

All permissions provided in Accounting Fund Manager plus:

  • Finance - Create/edit fiscal years, funds and budgets, groups and ledgers.
  • Settings - can update settings related to finance and invoicing. 

Acquisitions

Permission NameTypeDescription

Acq1

STAFF


Acq2

STAFF


Acq3

STAFF


Acq Unopen Reopen

EXTENDED

Adds the ability to reopen and unopen purchase orders
Invoice Line Delete

EXTENDED

Adds the ability to delete and invoice line
Move holdings and Items

EXTENDED

Adds the ability to move holdings and item records
Order Templates

EXTENDED

Adds the ability to create, edit and delete order templates

Batch Processing

Permission NameTypeDescription

Batch Processing user

STAFF


Batch Processing Administrator

STAFF


Cataloging

Permission NameTypeDescription

Cataloger

STAFF


Inventory Del I

STAFF

  • Inventory - Can mark items as: In process, Intellectual item, Long missing, Restricted, Unavailable, Unknown and Withdrawn
  • Inventory - Can create/edit, holdings and item records
  • Notes - Can create, edit and delete notes
  • DELETE - Can delete item records
Inventory Del HI

STAFF

All permissions provided in Inventory Del I plus:

  • DELETE - Can delete holding records
Inventory Inst Del HI

STAFF

All permissions provided in Inventory Del HI plus:

  • Inventory - Can create/edit instance records
Cataloger Student

STUDENT

  • Inventory - can create, edit and delete; instance records*, holding and item records
  • QuickMARC - Can derive new MARC records, view and edit current records

*is is currently not possible to delete an instance record via the FOLIO interface

Inventory in Process

EXTENDED

Adds the ability to mark an item as in process
QuickMARC Editor

EXTENDED

Adds the ability to view and edit QuickMARC records

E-Resources

Permission NameTypeDescription

ERM Admin Supplement

STAFF


ERM User Supplement

STAFF


Organizations Interface User

EXTENDED


EUsage Admin

EXTENDED


ILS

Permission NameTypeDescription

ILS

STAFF


View-Only

Permission NameTypeDescription

View-Only

STAFF


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