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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 holdings
- 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): Can create, edit, view, and delete access status types
- Settings (eholdings): Can create, edit, view, 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 pagesCan 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 (eUsage): Can view and edit settings
- UI: eUsage module is enabled
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