Page History

Access Services Administrator

38/82/21 Amy met with Andy, Wendy, Tobi, Tom - name changed from Full Access, permissions fine-tunedAB - added the hidden "refunds collection get", which is needed in order for staff to see fines and fees. (In this permission set it's not actually needed since one of the Settings compensates for this lack.)

• Call number browse: View permissions
• Check in: All permissions
• Check out: All permissions
• Circulation log: All
• Courses: All Permissionspermissions
• Fee/Fine Details: Can create, edit and remove fee/fine actions
• Fees/Fines: Can charge
• Fees/Fines: Can pay
• Fees/Fines: Can waive
• HIDDEN - All orders-storage pieces perms
• Inventory: Mark items in process (non-requestable)
• Inventory: Mark items intellectual item
• Inventory: Mark items long missing
• Inventory: Mark items restricted
• Inventory: Mark items unavailable
• Inventory: Mark items unknownFinance: View groups, ledgers, funds, budgets and fiscal years
• Inventory: Mark items withdrawn
• Inventory: View instance records being suppressed for staff
• Inventory: View instances, holdings, and items
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Inventory: View, create, edit, mark missing items
• List calendar opening hours
• 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
• Orders: View orders
• Organizations: View
• refunds collection get
• Requests: All permissions
• Settings (Calendar): Can create, view, edit, and edit calendar eventsSettings (Calendarremove calendar events
• Settings (Circ): Can create, edit and remove cancellation reasons
• Settings (Circ): Can create, edit and remove circulation rules
• Settings (Circ): Can create, edit and remove fixed due date schedules
• Settings (Circ): Can create, edit and remove loan policies
• Settings (Circ): Can create, edit and remove lost item fee policies
• Settings (Circ): Can create, edit and remove notice policies
• Settings (Circ): Can create, view, edit, and remove calendar eventsSettings (Calendar): Can view calendar eventsedit and remove other settings
• Settings (Circ): Can create, edit and remove overdue fine policies
• Settings (Circ): Can create, edit and remove patron notice templates
• Settings (Circ): Can create, edit and remove request policies
• Settings (Circ): Can create, edit and remove staff slips
• Settings (Circ): Can view loan history
• Settings (Courses): Can create, edit and delete Course SettingsSettings (courses): display list of settings pagescourse settings
• Settings (data-Data import): display list of settings pagesCan view, create, edit, and remove
• Settings (Inventory): Create, edit, delete ILL policies
• Settings (Inventory): Display View list of settings pages
• Settings (notesNotes): display list of settings pagesEdit and View General settings
• Settings (tenant): Can create, edit and remove service points
• Settings (Tagstenant): display list of settings pagesCan create, edit and remove locations
• Settings (Users): Can create, edit and remove all feefines-related entries
• Settings (Users): Can create, edit and remove comments
• Settings (Users): Can create, edit and remove feefines
• Settings (Users): Can create, edit and remove owners
• Settings (Users): Can create, edit and remove patron blocks conditions
• Settings (Users): Can create, edit and remove patron blocks limits
• Settings (Users): Can create, edit and remove payments
• Settings (Users): Can create, edit and remove refunds
• Settings (Users): Can create, edit and remove waives
• Settings (Users): Can view custom fields
• Subject browse: View permissions
• User: Can override item blocks
• User: Can override patron blocks
• Users: Can assign and unassign service points to users
• Users: Can create new user
• Users: Can create, edit and remove fees/fines
• Users: Can create, edit and remove patron blocks
• Users: Can create, edit and remove proxies
• Users: Can edit user profile
• Users: Can view permissions assigned to users
• Users: Can view proxies assigned to users
• Users: Can view service points assigned to users
• Users: Can view user profile
• Users: User loans change due date
• Users: User loans claim returned
• Users: User loans declare lost
• Users: User loans mark claimed returned missing
• Users: User loans renew through override
• Users: User loans view, editchange due date, renew (all)
• Users: View requests

Access Services Staff (was Circulation Supervisor)

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Access Services Mark as Unavailable

1/27/23 - Added to allow staff to mark items as unavailable for BD and other processes at the circulation desk. 

• Inventory: Mark items unavailable

Access Services Staff

2/9/21 Added Fast add: Create based on correspondence between Bethany/Joy/Laura Daniels (to create brief records for BD, ILL, personal reserves, etc. )

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3/8/21 Amy met with Andy, Wendy, Tobi, Tom - name changed to Access Services Staff.  For those who manage students, we'll give this permission on its own: "Users: Can assign and unassign permissions to users" and ask staff to ONLY give them predetermined sets.

8/2/21 AB - added the hidden "refunds collection get", which is needed in order for staff to see fines and fees.

8/11/21 AB - added "Users: can create new user", and the permissions to edit user profile, create/edit/remove proxies.  Originally this was to be restricted to a small group of staff, but Andy H's team has since decided all Access Svcs staff can have this.

• Call number browse: View permissions
• Check in: All permissions
• Check out: All permissions
• Circulation log: All
• Courses: All Permissionspermissions
• Fast add: Create
• Fee/Fine Details: Can create, edit and remove fee/fine actions
• Fees/Fines: Can charge
• Fees/Fines: Can pay
• Fees/Fines: Can waive
• HIDDEN - All orders-storage pieces perms
• Inventory: Mark items unavailable
• Inventory: View instance records being suppressed for staff
• Inventory: View instances, holdings, and items
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Inventory: View, create, edit, mark missing items
• List calendar opening hours
• 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
• refunds collection get
• Requests: All permissions
• Settings (Calendar): Can create, view, and edit calendar events
• Settings (Calendar): Can create, view, edit, and remove calendar events
• Subject browse: View permissions
• User: Can override item blocks
• User: Can override patron blocksSettings (Calendar): Can view calendar events
• Users: Can assign and unassign service points to users
• Users: Can create new user
• Users: Can create, edit and remove fees/fines
• Users: Can create, edit and remove patron blocks
• Users: Can create, edit and remove proxies
• Users: Can edit user profile
• Users: Can view permissions assigned to users
• Users: Can view proxies assigned to users
• Users: Can view user profile
• Users: User loans change due date
• Users: User loans claim returned
• Users: User loans declare lost
• Users: User loans mark claimed returned missing
• Users: User loans renew through override
• Users: User loans view, edit, renew (all)Users: change due date, renew
• Users: View requests

Access Services Student

8/13 AB Added Requests: All permissions as per Wendy/Andy;  student assistants could see that Users had requests, but the number of requests was text and not hyperlink into Requests app (even though they had Requests: View, create).  We submitted a bug report.

9/21 AB Added Users: Can create, edit and remove fees/fines so student assistants could view fees/fines.

• • Call number browse: View permissions
  • Check in: All permissions
  • Check out: Check out circulating items
  • Check out: View fees/fines
  • Check out: View loans
  • Check out: View requests
  • Circulation log: All
  • Courses: Read all
  • Inventory: View instance records being suppressed for staff
  • Inventory: View instances, holdings, and items
  • List calendar opening hours
  • Notes: Can view a note
  • Requests: All permissions
  • Requests: View, create
  • Requests: View, edit, cancel
  • Settings (Calendar): Can view calendar events
  • Subject browse: View permissions
  • Users: Can create, edit and remove fees/fines
  • Users: Can view proxies assigned to users
  • Users: Can view user profile
  • Users: User loans change due date
  • Users: User loans claim returned
  • Users: User loans mark claimed returned missing
  • Users: User loans view, change due date, renew
  • Users: View requests

Access Services Student

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2

this This is for higher-level students, I think....  Access Services Student set plus all permissions for Check out, permissions for Fee/Fines, can renew User loans through override.

8/13/21 AB Added Requests: All permissions as per Wendy/Andy;  student assistants could see that Users had requests, but the number of requests was text and not hyperlink into Requests app (even though they had Requests: View, create).  We submitted a bug report.

9/21 AB Added Users: Can create, edit and remove fees/fines so student assistants could view fees/fines.

• Call number browse: View permissions
• Check in: All permissions
• Check out: All permissions
• Check out: View fees/fines
• Circulation log: All
• Courses: Read

...

• all
• Fees/Fines: Can pay
• Inventory: View instance records being suppressed for staff

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• Inventory: View instances, holdings, and items
• List calendar opening hours
• Requests: All permissions
• Requests: View, create
• Requests: View, edit, cancel

...

• Settings (Calendar): Can view calendar events
• Subject browse: View permissions
• Users: Can create, edit and remove fees/fines
• Users: Can view proxies assigned to users
• Users: Can view user profile
• Users: User

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• loans change due date
• Users: User loans claim returned
• Users: User loans declare lost
• Users: User loans

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• mark claimed returned missing
• Users: User loans renew through override
• Users: User loans view, change due date, renew
• Users: View requests

Access Services Student 3

9/16 AB Access Services Student 2 set plus Inventory: View, create, edit, mark missing items.  Math wants their students to be able to mark items missing.  This is done in Inventory as part of View/create/edit/mark missing.  There's a hidden permission for just marking something missing; but with only that, Mark as Missing doesn't show up under Actions.

• Call number browse: View permissions
• Check in: All permissions
• Check out: All permissions
• Check out circulating items: View fees/fines
• Circulation log: All
• Courses: Read Allall
• Fees/Fines: Can pay
• Inventory: View instance records being suppressed for staff
• Inventory: View instances, holdings, and items
• Inventory: View, create, edit, mark missing items
• List calendar opening hours
• Notes: Can view a noteRequests: All permissions
• Requests: View, create
• Requests: View, edit, cancel
• Settings (Calendar): Can view calendar eventsUI
• Subject browse: View permissions
• Users: Can create, edit and remove fees/fines: ui-notes module is enabled
• Users: Can view proxies assigned to users
• Users: Can view user profile
• Users: User loan editloans change due date
• Users: User loans claim returned
• Users: User loans declare lost
• Users: User loans mark claimed returned missing
• Users: User loans renew through override
• Users: User loans view, change due date, renew
• Users: View requests

Access Services Override Non-Circ

AB 9/29/21 Caitlin at Music wants her students to be able to check out AV material.  "Check out: All permissions" wasn't sufficient for this, but perhaps "User: Can override item blocks" would have been enough on its own?

• Check out: All permissions
• User: Can override item blocks

Item Notes Editor

9/20/21 AB - Several circ desk have requested item note editing permissions for their student employees.  I had originally created a permission set which included Notes editing permissions; but I've since understood that the students only work with item notes and note the notes associated with the Notes helper app.

• Inventory: View, create, edit items

RMC and LTS Circulation

7/1/21 AB - RMC, Kheel, and other staff need to be able to check out Annex boxes.  Some LTS staff are bringing books home to catalog, so they need these permissions as well.  

• Call number browse: View permissions
• Check in: All permissions
• Check out: All permissions
• HIDDEN - All orders-storage pieces perms
• Inventory: View instance records being suppressed for staff
• Inventory: View instances, holdings, and items
• 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
• Requests: View, create
• Requests: View, edit, cancel
• Subject browse: View permissions
• Users: Can assign and unassign service points to users
• Users: Can view proxies assigned to users
• Users: Can view user profile
• Users: User loans mark claimed returned missing
• Users: User loans view, change due date, renew
• Users: View requests