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Access Services Administrator

8/2/21 AB - 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.)

  • Check in: All permissions
  • Check out: All permissions
  • Circulation log: All
  • Courses: All permissions
  • Fee/Fine Details: Can create, edit and remove fee/fine actions
  • Fees/Fines: Can charge
  • Fees/Fines: Can pay
  • Fees/Fines: Can waive
  • 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 unknown
  • Inventory: Mark items withdrawn
  • 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
  • Organizations: View
  • refunds collection get
  • Requests: All permissions
  • Settings (Calendar): Can create, view, edit, and remove 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, edit 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 settings
  • Settings (Data import): Can view, create, edit, and remove
  • Settings (Inventory): Create, edit, delete ILL policies
  • Settings (Inventory): View list of settings pages
  • Settings (notes): display list of settings pages
  • Settings (tenant): Can create, edit and remove service points
  • Settings (tenant): Can 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
  • 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, edit, renew (all)
  • Users: View requests

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. )

2/15/21 Added Users: Can assign and unassign service points to users and removed Users: Can view service points assigned to users.  

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.

  • Check in: All permissions
  • Check out: All permissions
  • Circulation log: All
  • Courses: All permissions
  • 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
  • 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
  • refunds collection get
  • Requests: All permissions
  • Settings (Calendar): Can create, view, and edit calendar events
  • 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 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: 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.

    • Check in: All permissions
    • Check out: Check out circulating items
    • Check out: View fees/fines
    • Check out: View loans
    • Check out: View requests
    • Courses: Read all
    • Inventory: View instance records being suppressed for staff
    • Inventory: View instances, holdings, and items
    • Notes: Can view a note
    • Requests: All permissions
    • Requests: View, create
    • Requests: View, edit, cancel
    • Settings (Calendar): Can view calendar events
    • 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, edit, renew (all)
    • Users: View requests

Access Services Student 2

This is for higher-level students.  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.

  • Check in: All permissions
  • Check out: All permissions
  • Courses: Read all
  • Fees/Fines: Can pay
  • Inventory: View instance records being suppressed for staff
  • Inventory: View instances, holdings, and items
  • Notes: Can view a note
  • Requests: All permissions
  • Requests: View, create
  • Requests: View, edit, cancel
  • Settings (Calendar): Can view calendar events
  • 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: 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.

  • Check in: All permissions
  • Check out: All permissions
  • Courses: Read all
  • Fees/Fines: Can pay
  • Inventory: View, create, edit, mark missing items
  • Inventory: View instance records being suppressed for staff
  • Inventory: View instances, holdings, and items
  • Notes: Can view a note
  • Requests: All permissions
  • Requests: View, create
  • Requests: View, edit, cancel
  • Settings (Calendar): Can view calendar events
  • 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: View requests

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.  

  • Check in: All permissions
  • Check out: All permissions
  • 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
  • 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, edit, renew (all)
  • Users: View requests
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