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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
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