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2021 Jan 11 meeting with Pam Stansbury

We think Inventory: All Permissions is the chief permission needed for both the original and copy catalogers; Laura Daniels agrees that this is probably OK and not too broad.  Staff will have access to Fast Add, which they probably don't need.

Cataloging/Authority work is done in OCLC; we're waiting on a tool to import OCLC records into FOLIO. Copy catalogers don't do any Authority work.  E-records mostly come from OCLC and are processed similarly to print.

Laura Daniels suggests: I'd add also Settings (Inventory): Display list of settings pages, Tags on records: View only; Orders: View order lines; Orders: View orders; Receiving: View 

Cataloger 

FOLIO equivalent of Voyager's ABHI del and ABHI del BHI.  (ABHI del means "able to delete ABHI", but there's no A - Authority - in FOLIO.  So these two sets would be handled the same in FOLIO.)

2021Feb12 - Laura Daniels notes that Inventory: All Permissions doesn't give the options to move holdings or move items.  So I've added them explicitly.

  • Inventory: All permissions
  • Inventory: Move holdings
  • Inventory: Move items
  • Orders: View order lines
  • Orders: View orders
  • quickMARC: View, edit
  • Receiving: View
  • Settings (Inventory): Display list of settings pages
  • Tags on records: View only

BHI del HI

 Full permissions for holdings and items, all instance permissions except delete.  Voyager also has some sets beginning with ABHI; but there's no Authority work in FOLIO.  There are also Voyager sets with del BHI; but FOLIO does not allow Instance records to be deleted.

  • Inventory: View instance records being suppressed for staff
  • Inventory: View, create, edit instances
  • Inventory: View, create, edit, delete holdings
  • Inventory: View, create, edit, delete items
  • Inventory: View, create, edit, mark missing 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
  • Orders: View order lines
  • Orders: View orders
  • Receiving: View
  • UI: ui-notes module is enabled

Inventory HI

based on Voyager Cataloging HI; view bibs (i.e. FOLIO instances), full permissions for holdings and items

  • Inventory: Mark items withdrawn
  • Inventory: View instance records being suppressed for staff
  • Inventory: View instances, holdings, and items
  • Inventory: View, create, edit, delete holdings
  • Inventory: View, create, edit, delete items
  • Inventory: View, create, edit, mark missing 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
  • UI: ui-notes module is enabled

Inventory I

Same as HI but can't delete H; no equivalent in the Voyager set; Cammie/Annex says "should only be able to delete item records and update maybe holdings but not delete holdings."

  • Inventory: Mark items withdrawn
  • Inventory: View instance records being suppressed for staff
  • Inventory: View instances, holdings, and items
  • Inventory: View, create, edit holdings
  • Inventory: View, create, edit, delete items
  • Inventory: View, create, edit, mark missing 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
  • UI: ui-notes module is enabled
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