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Status | Role Name | Role Area | Scope | Parameters |
Active | Circulation Desk Operator | Fulfillment | Library | Library’s Circulation Desk |
Active | Fulfillment Services Operator | Fulfillment | Institution | |
Active | Requests Operator | Fulfillment | Library | Library’s Circulation Desk |
Active | Physical Inventory Operator Limited | Inventory | Institution |
Ex-Libris Documentation on User Roles/Permissions
- Fulfillment FG member with permissions, or local person responsible for account creation- Recreate Test patron accounts for the three groups (Fulfill FG, ILL Ops, Discovery User Exp.) to use during testing. Enter test account information into this form https://docs.google.com/spreadsheets/d/1V9cIirzzQ3kDChYHr8XK-W3saXQKqg_fxRLbLi5TbdY/edit#gid=0
- Fulfillment FG member with permissions, or local person responsible for configuration- Confirm fines and fees are correctly configured locally.
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure consortial blocks for patrons that let items go to lost status
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure testing emails. Unscrub the emails and add to allowed emails list.
- Ex-Libris, but Local teams should check configuration. Configure supplier of last resort (Test and Go-Live) Strategy for Resource Sharing with WorldShare ILL
- UCLA and UCB Local teams- Make sure RLF requestable types (general collection and non-circ, but requestable) have the correct item type that allows for requesting within the AFN.
- Fulfillment FG member with permissions, or local person responsible for configuration- Resource sharing forms configuration based upon recommendations from Discovery Group
- Fulfillment FG member with permissions, or local person responsible for configuration- NCIP configuration
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure Document Delivery
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure Calendar-Open Hours
- Fulfillment FG member with permissions, or local person responsible for configuration- Verify configuration for Item Level Request for AFN (Primo is now able to populate a list of requestable item descriptions from a partner of type AFN in the Resource Sharing Request form, when the requested resource is a multi volume/serial issue).
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