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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.)

  • Inventory: All permissions
  • Inventory: Import single bibliographic records
  • Inventory: Move holdings
  • Inventory: Move items
  • Inventory: View instance records being suppressed for staff
  • 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
  • quickMARC: Derive new MARC bibliographic record
  • quickMARC: View, edit MARC bibliographic record
  • Receiving: View
  • Settings (Data import): Can view, create, edit, and remove
  • Settings (Inventory): View list of settings pages
  • Tags on records: View only
  • UI: Data export module is enabled

BHI del HI

 Full permissions for holdings and items, all instance permissions except delete (because there IS no delete in Honeysuckle).  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  • Inventory: Mark items withdrawn
  • Inventory: Move holdings
  • Inventory: Move items
  • 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)

  • Inventory: Mark items withdrawn
  • Inventory: Move holdings
  • Inventory: Move items
  • 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

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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