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changes.mady.by.user Amy Blumenthal

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changes.mady.by.user Thomas I. Trutt

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  • 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 holdingseUsage: 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 (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 values
  • Settings (notesNotes): display list of settings pagesEdit and View General settings
  • 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

ERM User supplement

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
  • 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
  • eUsageeHoldings: Can view providers, create, edit and delete usage data providers and COUNTER reportspackages, 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
  • UI: eHoldings module is enabled
  • UI: eUsage module is enabled

E-Resources High Level (obsolete)

This is in Training but is going away. 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.

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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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  • 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 - will be replaced with what we've developed in Training)

  • Agreements: Delete agreements
  • Agreements: Edit agreements
  • Agreements: Search & view agreements
  • Agreements: Search & view e-resources
  • eHoldings: Can create and delete custom packages and titleseHoldings: 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: viewOrganizations: 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 - will be replaced with what we've developed in Training)

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EUsage Admin

Jesse Koennecke requested this for some of his staff.  Seems to be new with Kiwi.  3/3/2022

  • eUsage: All permissions
  • Settings (

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  • eUsage): Can view and edit settings

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  • UI: eUsage

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  • module is enabled

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