ERM Admin
2021March05 - Amy met with Jesse/Liisa/Emma. ERM admins will use this set in addition to an acq set and the view-only set.
- Agreements: Delete agreements
- Agreements: Edit agreements
- Agreements: Search & view e-resources
- 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
- eUsage: Can view, create and edit usage data providers and COUNTER reports
- 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
- Settings (Agreements): Can view and edit general settings
- 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
2021March05 - Amy met with Jesse/Liisa/Emma. ERM users will use this set in addition to an acq set and the view-only set.
- Agreements: Edit agreements
- Agreements: Search & view agreements
- 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
- eUsage: Can view, create, edit and delete usage data providers and COUNTER reports
- 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
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MOST OF THE STUFF BELOW WILL BE GOING AWAY.
E-Resources High Level (in the training instance)
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.
- Agreements: Delete agreements
- Agreements: Edit agreements
- Agreements: Edit e-resources
- Agreements: Search & view agreements
- Agreements: Search & view e-resources
- 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 License Plugin: Search licenses
- Inventory: View instance records being suppressed for staff
- Inventory: View instances, holdings, and items
- 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: Edit order lines
- Orders: Edit orders
- Organizations: Assign acquisition units to new organization
- 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)
- Agreements: Delete agreements
- Agreements: Edit agreements
- Agreements: Search & view agreements
- Agreements: Search & view e-resources
- 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
- 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: 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)
- Agreements: Delete agreements
- Agreements: Edit agreements
- Agreements: Search & view agreements
- Agreements: Search & view e-resources
- 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
- ermusage all
- ermusage user
- ermusage view
- 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: Assign acquisition units to new order
- Orders: Check-in items
- Orders: Create order lines
- Orders: Create orders
- Orders: Delete order lines
- Orders: Edit order lines
- Orders: Edit orders
- Orders: Manage acquisition units
- Orders: Receive items
- Orders: Remove orders
- Orders: View order lines
- Orders: View orders
- Organizations: Interface usernames and passwords: view
- Organizations: Interface usernames and passwords: view, edit, create, delete
- Organizations: View
- Organizations: View, edit
- Organizations: View, edit, create
- Organizations: View, edit, delete
- Settings (Agreements): Can view and edit settings
- Settings (eUsage): Can view and edit settings
- Settings (My profile): Can change your local password
- Settings (Organizations): Can view and edit settings
- UI: eHoldings module is enabled
- UI: eUsage module is enabled
- UI: Orders module is enabled
- Users: Can edit user profile
- Users: Can send create/reset password link
- Users: Can view user profile