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
- copy catalogers don't do any Authority work - but that's not an option in FOLIO anyway
- Cataloging/Authority work is done in OCLC; we're waiting on a tool to import OCLC records into FOLIO
- we wonder how statistics will be kept
- 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- Inventory: Mark items withdrawn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
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