(Go-Live) Recommendation for Fulfillment Staff Profile Roles
Legend: not started IN PROGRESS STALLED decided
Status | Decided |
---|---|
Scope | Go-Live |
Description | The following staff profile recommendations were assembled based upon configuration and workflows testing done by the Fulfillment and ILL Functional Group during the Vanguard and Test Phases of the SILs project. It is up to campuses to decide on what roles/permissions they issue their library staff members. These are recommendations for those interested. |
Owning group | Fulfillment and ILL FG |
Approver | PPC |
Stakeholders | R = Fulfillment and ILL FG |
Decision-making process | Fist of 5 |
Priority | High |
Due date | Jun 1, 2021 |
Recommendation
The following staff profile recommendations were assembled based upon configuration and workflows testing done by the Fulfillment and ILL Functional Group during the Vanguard and Test Phases of the SILs project. It is up to campuses to decide on what roles/permissions they issue their library staff members. These are recommendations for those interested.
Fulfillment Administrator (Staff)
Allows for Alma configuration (Fulfillment, Course Reserves, Letters, Printing, Primo Resource Sharing Form, Patron Fines/Fees, TOUs, Resource Sharing Partners)
Allows for Circulation, ILL, and Document Delivery functions
Allows for Course Reserves processing
Allows for the use of Analytics
Role Name | Role Area | Scope | Parameters (Desks) |
---|---|---|---|
Circulation Desk Manager | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Circulation Desk Manager | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Circulation Desk Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Circulation Desk Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Circulation Desk Operator-Limited | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Circulation Desk Operator-Limited | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Course Reserves Manager | Fulfillment | Institution | |
Course Reserves Operator | Fulfillment | Institution | |
Fulfillment Administrator | Fulfillment | Institution | |
Fulfillment Services Manager | Fulfillment | Institution | |
Fulfillment Services Operator | Fulfillment | Institution | |
Fulfillment Services Operator | Fulfillment | Resource Sharing Library | |
Patron | Fulfillment | Institution | |
Physical Inventory Operator - Limited | Inventory | Institution | |
Printout Queue Manager | Miscellaneous | Institution | |
Printout Queue Operator | Miscellaneous | Institution | |
Requests Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Requests Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Designs Analytics | Miscellaneous | Institution | |
Discovery Admin | Miscellaneous | Institution | |
Letter Administrator | Miscellaneous | Institution | |
Resource Sharing Partners Manager | Fulfillment | Institution | |
User Administrator | User Management | Institution | |
User Manager | User Management | Institution | |
Work Order Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Work Order Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Work Order Operator | Fulfillment | Institution | Digitization Department For Institution |
Fulfillment Operator (Staff)
Does not allow for Alma configuration
Allows for Circulation, ILL, and Document Delivery functions
Allows for Course Reserves processing
Allows for the use of Analytics
Role Name | Role Area | Scope | Parameters (Desks) |
---|---|---|---|
Circulation Desk Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Circulation Desk Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Course Reserves Operator | Fulfillment | Institution | |
Designs Analytics | Miscellaneous | Institution | |
Fulfillment Services Operator | Fulfillment | Institution | |
Fulfillment Services Operator | Fulfillment | Resource Sharing Library | |
Patron | Fulfillment | Institution | |
Physical Inventory Operator - Limited | Inventory | Institution | |
Printout Queue Operator | Miscellaneous | Institution | |
Requests Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Requests Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
User Manager | User Management | Institution | |
Work Order Operator | Fulfillment | Institution | Digitization Department For Institution |
Work Order Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Work Order Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Fulfillment Operator (Student)
Does not allow for Alma configuration
Allows for Circulation, ILL, and Document Delivery functions
Removes Course Reserves Processing privileges
Removes Analytics privileges
Role Name | Role Area | Scope | Parameters (Desks) |
---|---|---|---|
Circulation Desk Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Circulation Desk Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Fulfillment Services Operator | Fulfillment | Institution | |
Fulfillment Services Operator | Fulfillment | Resource Sharing Library | |
Patron | Fulfillment | Institution | |
Physical Inventory Operator - Limited | Inventory | Institution | |
Printout Queue Operator | Miscellaneous | Institution | |
Requests Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Requests Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Work Order Operator | Fulfillment | Institution | Digitization Department For Institution |
Work Order Operator | Fulfillment | Library | Library’s Circulation Desk(s) including any Reading Room Desk(s) |
Work Order Operator | Fulfillment | Resource Sharing Library | Resource Sharing Desk |
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
---|---|---|---|
Fulfillment and ILL FG reviews and votes | 6/1/2021 | Unanimous Fist of 5 vote | Done |
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